YILI(SH:600887) Sou Hu Cai Jing·2026-01-06 05:07Core Viewpoint - The article highlights the growing strength of Chinese enterprises in international competition, emphasizing that globalization is essential for resource integration and market risk management. It focuses on Yili's recent investor day event, showcasing its achievements, innovative technologies, and future strategic plans. Group 1: Yili's Internationalization Strategy - Yili has viewed internationalization as a key development strategy since 2006, establishing a global resource, innovation, and market system under the leadership of Chairman Pan Gang [3] - The company has over 2,000 global partners across six continents and 39 countries, with 15 R&D innovation centers and 81 production bases, selling products in over 60 countries and regions [3] - Yili's international business is organized into three main systems, with a focus on regional hubs in Indonesia and Thailand, leading to significant market penetration in Southeast Asia and the Middle East [3][4] Group 2: Performance and Growth - Yili's revenue for the first three quarters of 2025 reached 90.564 billion yuan, with strong performance in overseas markets, particularly in ice cream and infant goat milk powder [4] - The company is transitioning from a focus on scale expansion to a dual emphasis on quality and growth, aiming to reshape the global dairy industry with strong Chinese influence [4] - Yili's internationalization journey is set to evolve further, with plans to move from being "Asia's first" to "the world's first" in the dairy sector under Pan Gang's leadership [4]