乳制品行业高质量发展
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光明乳业:通过基础产品升级稳住存量,拓展TOB端业务,推出定制化乳制品
Cai Jing Wang· 2025-09-24 07:53
Core Viewpoint - The company is focusing on leveraging its location advantages in Shanghai to strengthen its local market share through product innovation, channel expansion, and brand enhancement [1][2]. Product Strategy - The company plans to launch new products such as Youbei 5.0 ultra-fresh milk and nanofiltration high-protein products to diversify its product offerings and meet consumer demands [1]. - Upgrading basic products is aimed at enhancing competitiveness and stabilizing existing market share [1]. Channel Strategy - The company is adopting a combined direct sales and distribution model, deepening multi-channel cooperation [2]. - Customized collaboration plans are being developed for the ToB segment to meet personalized procurement needs [2]. - Strengthening online channels through direct e-commerce matrix construction and optimizing store operations to enhance consumer shopping experience [2]. Brand Strategy - The company is enhancing brand influence through cross-industry collaborations, celebrity endorsements, and cultural IP partnerships [1]. Industry Outlook - The dairy industry is currently affected by fluctuations in raw milk prices and changes in market demand, but the long-term positive fundamentals remain unchanged [1]. - The consumption structure of dairy products is expected to improve, with high-quality products that are fresh, nutritious, and healthy gaining consumer preference [1]. - The industry is anticipated to achieve high-quality development amid adjustments [1]. Employee Engagement - The company has been enhancing its incentive mechanisms and increasing motivation to maximize employee engagement and creativity [2]. - A focus on creating an efficient communication mechanism and providing good development opportunities aims to enhance employee satisfaction and sense of belonging [2].