梦龙，上市

Core Viewpoint - Dream Company has officially announced its listing in Amsterdam, London, and New York, marking its independence from Unilever and positioning itself for global expansion in the ice cream market [3][4]. Group 1: Company Overview and Market Position - Dream Company is the largest ice cream company globally and has become one of the few consumer goods companies to list in multiple locations [3]. - China is one of the top ten markets for Dream Company, with brands like Cornetto, Magnum, and Häagen-Dazs being significant players [4][5]. - The company aims to enhance its channel density, product layout, and supply chain strategy in China following its listing [7]. Group 2: Strategic Plans and Organizational Changes - Dream Company has restructured its organization into 24 profit-and-loss units to improve decision-making speed and execution efficiency [9]. - The company plans to expand its freezer network, currently owning about 3 million freezers globally, which represents 30% of the total ice cream freezer market [9][10]. - The internal metric for measuring market saturation is based on the number of freezers per population, indicating significant growth potential in the Chinese market [10]. Group 3: Product Innovation and Market Strategy - Future innovation will focus on health-oriented products, including reduced sugar and enhanced dietary fiber options, while also expanding product forms [12]. - Dream Company maintains a premium positioning in the Chinese market, where competition is fierce among lower-priced ice cream brands [12]. - The company plans to reduce costs and increase profit margins through supply chain transformation and operational efficiencies [13]. Group 4: Local Adaptation and Management - Dream Company has established a local team in China, with leadership experienced in the market, to address localization challenges [14][15]. - The company has a research and development center in Shanghai and a state-of-the-art factory in Taicang, enhancing its production capabilities for the Asian market [15]. - Revenue projections for 2024 and the first half of 2025 are €317 million (approximately ¥2.616 billion) and €270 million (approximately ¥2.229 billion), respectively, indicating significant growth [15].