21世纪经济报道记者贺泓源北京报道 | 姓名 | 性别 | 年齢 | 职务 | | | --- | --- | --- | --- | --- | | 席刚 | 場 | 53 | 重事长 | 现任 | | Liu Chang | 女 | 45 | 重事 | 现任 | | 李巍 | 女 | 72 | 重量 | 现任 | | 朱川 | 場 | રેરે | 董事、总裁 | 现任 | | 刘栩 | 場 | 45 | 畫事 | 现任 | | 戸市基 | 場 | 53 | 独立董事 | 现任 | | 景で | 場 | 53 | 独立董事 | 现任 | | 杨志清 | 場 | 63 | 独立董事 | 现任 | | 陈碧 | 女 | 48 | 独立董事 | 现任 | 新乳业的董事会。图片来源：该公司2024年年报 刘畅的新乳业 需要注意的是，此番减持，对于新乳业的股权结构影响非常有限。 此前披露的公告显示，截至2024年末，新乳业总股本为8.61亿元，自然人LiuChang（刘畅）通过UDL持有新乳业股权比例为65.07%；新希望集团董事长刘永 好通过新希望投资集团持有新乳业15.41%的股份。 刘永好之女刘畅正在减持她个 ...

"新五年战略"行至中途，新希望乳业（002946.SZ）开始描摹新的增长图景。 在6月10日举办的新希望乳业2025投资者大会现场，董事长席刚提出，"必须跳出存量市场的内卷，依托 消费者更鲜、更美和多样化的新需求，在创新和增量中寻找解法。" 品类战略正式由此前的"鲜酸双强"升级至"三鲜鼎立"，在鲜奶、酸奶的基础上新增饮品。 公司表示饮品品类的发展仍将聚焦低温领域，但具体产品计划仍在规划。 乳品行业仍处在深度调整期。 2024年，我国乳制品总产量降至2962万吨，同比减少1.9%；液态奶产量出现五年来首次下滑，人均奶 类消费量同比下降5.6%。 营收同比微降2.9%，至106.7亿元；净利润维持双位数增速，同比增长24.8%，达5.4亿元。 拉动未来增长的"三驾马车"确定为：以24小时系列鲜奶、朝日唯品系列为代表的高端化全国发展战略， 以新希望三牧乳业凉山雪为代表的本地化下沉市场深耕战略，以及谋求出海发展第二增长曲线。 行业观点认为，中国乳业的产品和产业已经趋向成熟，拓展海外市场的时机正在到来。 新希望乳业副总裁张帅表示，新乳业现已建立了四洲六国的全球研发布局，未来将依托新希望集团深厚 的产业链体系和全球化发展 ...

Core Viewpoint - The dairy industry is facing pressure due to slowing demand growth and increased competition, yet New Hope Dairy (002946.SZ) has achieved double-digit profit growth and significant market attention, with revenue surpassing 10 billion yuan [2][3]. Industry Overview - The dairy product industry in China is expected to continue facing challenges in 2024, with total production projected to decline by 1.9% to 29.62 million tons, marking the first drop in liquid milk production in five years. Per capita dairy consumption is also expected to decrease by 5.6% [3]. - Despite these challenges, New Hope Dairy reported a revenue of 10.665 billion yuan and a net profit of 538 million yuan in 2023, reflecting a year-on-year growth of 24.8%, outperforming the industry average [3]. Company Strategy - New Hope Dairy aims to deepen its "Fresh Cube Strategy" in 2024, focusing on expanding its low-temperature core business. High-end fresh milk and mid-to-high-end series products have shown double-digit growth [3][4]. - The company has introduced the "Three Fresh Pillars" strategy, emphasizing the development of low-temperature cold chain beverage products as a new growth point [7]. Market Positioning - New Hope Dairy is capitalizing on the growing demand for high-quality dairy products, with the "24-hour" fresh milk series and local brands like "Liangshan Snow" achieving significant market penetration, particularly in lower-tier cities [8][9]. - The company is also exploring international markets, particularly in Southeast Asia, to find differentiated innovation opportunities and expand its global presence [10]. Innovation and Product Development - New Hope Dairy is committed to product innovation, with a focus on meeting diverse consumer needs through new product lines such as "Active Probiotic" yogurt and "Zero Sugar" fermented milk [6]. - The company has established a global research and development network and is collaborating with international organizations to enhance its product offerings and innovation capabilities [10].

Core Viewpoint - The "Fresh Strategy" has been a fundamental approach for the company, leading to significant growth and new product development in response to market demands [1][4][10]. Group 1: Market Trends and Consumer Behavior - The dairy product market in China is experiencing a decline, with total production expected to drop to 29.62 million tons in 2024, a 1.9% decrease year-on-year, and liquid milk production seeing its first decline in five years [4]. - Consumer preferences are shifting, with high-end and low-end products both seeing increased demand, indicating a need for companies to develop products that resonate with diverse consumer needs [4][5]. - The company emphasizes that its pricing strategy is not influenced by short-term events like e-commerce promotions but focuses on providing stable quality products for consumers [4]. Group 2: Company Performance and Strategy - Under the "Fresh Strategy," the company achieved a 24.80% year-on-year increase in net profit for 2024, with a net profit margin of 5.15%, and a 48.46% increase in net profit in Q1 2025 [5]. - The company attributes its success to several factors, including a focus on high-end products, expansion into lower-tier markets, continuous innovation, and the promotion of products through new retail channels [5][9]. - The company plans to continue its focus on lower-tier markets, capitalizing on the growth in county-level consumption [9]. Group 3: Product Strategy - The company has evolved its product strategy from a focus on fresh products to a "Three Fresh" strategy, which includes low-temperature fresh milk, low-temperature yogurt, and beverages [10][13]. - The introduction of the "Three Fresh" strategy aims to enhance the company's core business and achieve a doubling of net profit margin within five years [10][14]. - The company believes that the beverage sector presents a significant growth opportunity, particularly in low-temperature cold chain products [14].