梦龙冰淇淋公司上市，中国业务将在渠道和新品上提速

Core Viewpoint - Dream Company has officially announced its listing in Amsterdam, London, and New York, marking its independence from Unilever and positioning itself for global expansion as the world's largest ice cream company [1][3]. Group 1: Company Overview - Dream Company has a total share capital of 612 million shares and is one of the few consumer goods companies to choose multiple listings [1]. - The company has restructured its organization into 24 profit-and-loss units to enhance decision-making efficiency and execution speed [5]. - The company plans to expand its freezer network, currently owning about 3 million freezers globally, which accounts for 30% of the total ice cream freezer market [5]. Group 2: Market Position and Strategy - China is one of the top ten markets for Dream Company, with brands like Cornetto and Magnum ranking fourth and fifth in retail sales in 2024 [1]. - The company aims for double-digit sales growth in China in the first half of 2025, with the Asia region being the fastest-growing and most profitable area [4]. - Dream Company is focusing on channel expansion, including immediate retail and e-commerce, to capture market share in China [6][8]. Group 3: Product and Pricing Strategy - The company plans to innovate in health-oriented products, including reduced sugar and enhanced dietary fiber options, while maintaining a premium positioning in the Chinese market [10]. - Dream Company's products are priced higher than competitors, with the average price of ice cream products from leading brands in China ranging from 3.5 to 4.5 yuan per 100 grams [10]. - The company is also exploring B2B channels, offering larger packaging options for restaurants and dessert shops [6][10]. Group 4: Operational Efficiency - Dream Company is implementing cost-reduction strategies through supply chain transformation and operational efficiency improvements [10]. - The company has established a local team in China to enhance its understanding of local consumer preferences and market dynamics [13]. - The company has a research and development center in Shanghai and a "lighthouse factory" in Taicang, which serves as a key production base in Asia [13]. Group 5: Financial Performance - Dream Company's projected revenue for 2024 in China is approximately €317 million (about 2.616 billion yuan), with a forecast of €270 million (about 2.229 billion yuan) for the first half of 2025, indicating significant growth acceleration [14].