MENGNIU DAIRY(HK:02319) Sou Hu Cai Jing·2025-12-27 03:01Core Viewpoint - The article discusses the upcoming economic strategies for 2026, emphasizing the importance of expanding domestic demand and optimizing supply, as highlighted in the recent Central Economic Work Conference. It outlines the need for companies to adapt and innovate in response to these directives, particularly in the dairy industry. Group 1: Economic Context - The Central Economic Work Conference emphasizes the need to "maintain stability while seeking progress" and to focus on stabilizing employment, enterprises, markets, and expectations to achieve qualitative and quantitative economic growth [1]. - The article introduces a special report titled "Looking at 2026: The New Journey of the 15th Five-Year Plan," which aims to gather insights from regulatory bodies, scholars, and leading entrepreneurs to interpret policy trends and changes [1]. Group 2: Company Initiatives - Mengniu Group's Senior Executive Vice President, Li Pengcheng, expresses confidence in the future of the Chinese economy and the dairy industry, stating that the company will focus on creating new productive forces in the dairy sector to meet consumer health needs [2][8]. - The company plans to enhance research and innovation in health-related fields such as probiotics and biosynthesis, aiming to upgrade the entire industry value chain to meet diverse nutritional demands [8][9]. Group 3: Digital Transformation - Mengniu Group aims to leverage digital transformation by integrating digital and intelligent technologies into the entire industry chain, enhancing efficiency and productivity through initiatives like smart factories and intelligent pastures [8][9]. Group 4: Sustainable Development - The company is committed to a "GREEN" sustainable development strategy, focusing on green transformation across the entire industry chain, including organic farming and production, as well as the establishment of green and zero-carbon factories [9]. - Mengniu plans to promote green packaging and engage in public welfare projects to encourage broader participation in sustainability efforts [9]. Group 5: Strategic Goals for 2026 - Mengniu Group outlines three strategic goals for 2026: ensuring consumers can access milk through product innovation and market expansion, enhancing the quality of milk through sustainable practices, and meeting diverse consumer health needs through targeted product development [10].