最大的冰淇淋公司梦龙独立上市，但中国冰淇淋市场均价正在下滑

Core Insights - The global ice cream market is experiencing a slowdown in growth, despite Dreamlon's strong position in both global and Chinese markets [1][2] - Dreamlon Ice Cream Company has announced its listing in Amsterdam, London, and New York, with a total share capital of 612 million shares [1] - The company, which was previously part of Unilever, will operate independently starting July 2025, with a focus on brands like Cornetto, Dreamlon, and Häagen-Dazs in China [1] Market Position - Dreamlon is the largest ice cream company globally, with projected revenue of €7.9 billion in 2024, capturing 21% of the global market share [1] - Competitors include Froneri with an 11% market share, and a group of eight companies including Mengniu, Yili, Nestlé, and Mars, which collectively hold 12% [1] - In China, Dreamlon is one of the top ten core markets, ranking second in retail sales for 2024, while other core markets hold the first position [1] Pricing Trends - The average price per 100 grams of ice cream has declined from ¥3.94 in 2023 to ¥3.65 in the first eleven months of the current year [2] - This price drop indicates a potential challenge for the overall ice cream market, which may affect profitability [2] Analyst Insights - Analysts suggest that Dreamlon's high gross margin as a foreign brand, along with its brand, scale, and supply chain advantages, will allow it to remain competitive post-separation from Unilever [2] - The focus will be on establishing a product pyramid to enhance market positioning and resource allocation [2]