估值重塑与战略对垒：独立后的梦龙冰淇淋公司加码中国市场“增长引擎”

Core Insights - The Magnum Ice Cream Company has released its first growth report for the Chinese market since its recent independent listing, showcasing nearly 30 new products across its four core brands: Magnum, Cornetto, Häagen-Dazs, and Layered Snow [1][2] - The company aims to redefine its strategic position in China amid a complex macroeconomic environment, focusing on structured innovation within its brand matrix to find new profit growth points in a competitive fast-moving consumer goods market [1] Product Innovation - The Magnum brand has introduced a dual-layer structure for its signature chocolate coating, aiming to create competitive barriers through higher product complexity and craftsmanship [1] - The new "Chun Qiao Series" targets high-value scenarios such as urban leisure and home indulgence, aiming to enhance market penetration and individual contribution in the premium category [1] Brand Upgrades - The upgrades for Cornetto and Häagen-Dazs focus on extreme taste experiences and cross-category extensions, with in-depth research into flavors like lemon light cream and iterations of "7-layer richness" [2] - The company is targeting younger consumers who are less price-sensitive and more experience-oriented, reflecting a localized R&D approach that enhances resource allocation efficiency post-separation from Unilever [2] Strategic Growth - The company's actions reveal its core growth strategy as an independent entity, which includes shortening decision-making processes and localizing R&D to mitigate global supply chain fluctuations [2] - The Asian General Manager's statement emphasizes that China is not just a top ten market for sales but a strategic innovation testing ground globally, indicating a shift towards a demand-driven, scenario-based validation approach [2]