YILI(SH:600887) Jin Rong Jie Zi Xun·2025-12-23 02:51Core Viewpoint - The documentary "Super Milk," co-produced by Yili Group and NetEase News, showcases the entire milk industry chain, emphasizing quality and the integration of global resources in China's dairy industry [1][3]. Group 1: Industry Overview - "Super Milk" focuses on the construction and collaboration of the global dairy industry chain, highlighting the importance of underlying capabilities for high-quality development [3]. - The documentary spans multiple countries, including China, the UK, New Zealand, Denmark, the Netherlands, Thailand, and Indonesia, featuring leading international companies and renowned universities [3]. - It presents a systematic view of China's dairy industry and its deep collaboration with the global supply chain, offering a comprehensive sample of the entire industry chain [3]. Group 2: Source and Supply Chain - The documentary begins with the source of the industry chain, showcasing Yili's global milk source layout and pasture management practices [7]. - In Inner Mongolia, Yili has transformed 90% of previously desertified land into 55,000 acres of high-quality alfalfa pastures [7]. - Yili collaborates with over 400 farms in New Zealand to implement the GRASS feed 365 standard, enhancing the stability and quality of raw milk supply [9]. Group 3: Raw Material and Research - Yili integrates high-quality resources globally, sourcing ingredients from Denmark, Belgium, Thailand, and Indonesia, focusing on consumer-oriented global raw material selection [14]. - The documentary highlights Yili's collaboration with prestigious universities in research areas such as breast milk studies and cheese localization innovation [18]. Group 4: Quality Management and Manufacturing - Quality management is emphasized throughout the entire industry chain, with Yili establishing a comprehensive quality management network in collaboration with international organizations [19]. - The documentary showcases Yili's advanced manufacturing capabilities, including high-speed filling lines and efficient production processes across its 81 global production bases [25][34]. Group 5: Packaging Innovations - The documentary illustrates the transition of packaging from a functional component to a systematic engineering approach, with Yili setting ambitious sustainability goals for packaging by 2030 [31]. - Yili aims to achieve over 99.5% recyclability in packaging materials and reduce plastic usage by over 6% through innovative technologies [31]. Group 6: Future Outlook - "Super Milk" reflects China's dairy industry's integration into the global supply chain and its efforts to enhance core competitiveness [34]. - Yili plans to continue focusing on quality and deepening global collaboration to promote the development of safe, nutritious, and green dairy products [34].