Core Insights - The article highlights the successful development and strategic positioning of the brand Zuo Ting You Yuan in the fresh beef hotpot industry, marking its 10th anniversary in 2025 [1] Policy Guidance: Seizing New Opportunities - The brand has effectively aligned its development strategy with national policies aimed at enhancing the beef cattle industry, demonstrating a commitment to high-quality development [2] - Zuo Ting You Yuan's proactive approach in constructing the "Four Self-Family" full industry chain system serves as a model for the industry [2] Full Industry Chain Layout: Best Practice for Policy Implementation - The "Four Self-Family" full industry chain system exemplifies the practical application of national policies, with a self-owned ranch in Inner Mongolia covering 360,000 acres providing an ideal environment for cattle growth [3] - The scientific breeding methods employed, including approximately 500 days of meticulous care and antibiotic-free preventive measures, significantly enhance beef quality, offering replicable experiences for the industry [3] Quality Control: Industry Benchmark for Policy Standards - Zuo Ting You Yuan is the first restaurant brand in China to have all its fresh beef products certified as antibiotic-free, achieving industry-leading quality control [4] - The brand's self-owned slaughterhouse and logistics system comply with national food safety policies, featuring a modern slaughterhouse of 6,000 square meters that ensures traceability and efficiency [4] Innovative Development: Brand Upgrade under Policy Trends - The brand has undergone a comprehensive upgrade, including the appointment of Tengger as a spokesperson and strategic partnerships with new retail platforms, reflecting a diversified business approach [5] - New product offerings, such as the "Hot Pot Cup" with calorie labeling, cater to consumer demands while aligning with national policies promoting consumption upgrades [5] Empowerment and Co-creation for a New Industrial Future - The ten-year development of Zuo Ting You Yuan represents a successful combination of policy empowerment and corporate innovation, establishing a benchmark for the industry [6] - The brand aims to continue responding to national policy calls and deepen its industry chain advantages to promote high-quality development in the beef cattle industry [6]

Core Viewpoint - Beiyinmei reported a strong financial performance in 2024, with significant growth in revenue and net profit, driven by a solid foundation in infant formula and rapid growth in new product categories [1][2]. Financial Performance - In 2024, Beiyinmei achieved a revenue of 2.773 billion yuan, a year-on-year increase of 9.7% - The net profit attributable to shareholders reached 103 million yuan, a substantial increase of 116.92% - In Q1 2025, revenue continued to grow, reaching 728 million yuan, up 1.01% year-on-year, with net profit of 43 million yuan, up 93.87% [1]. Industry Dynamics - The infant formula industry in China is experiencing increased concentration, with market share shifting towards leading companies due to new national standards [2]. - Beiyinmei has established a comprehensive industry chain covering R&D, production, and sales, supported by modern production facilities and advanced management systems [2]. Product Strategy - Beiyinmei is pursuing a diversified strategy with three main business directions: maternal and infant ecology, family nutrition, and quality living [3]. - The company is expanding its product offerings to include children's powder, adult powder, complementary foods, and maternal and infant products, with the rice powder segment showing remarkable growth of 111.09% [3]. Sales and Marketing - Beiyinmei employs a multi-channel strategy for sales, enhancing its online presence on platforms like Douyin and Xiaohongshu, while also increasing brand exposure through offline advertising [4]. - The company is focusing on penetrating lower-tier markets as infant formula consumption shifts from first and second-tier cities [4]. Future Outlook - Beiyinmei plans to strengthen R&D in specialized medical foods and functional nutrition products, optimize supply chains, and enhance brand value to address industry challenges [5]. - The company is well-positioned for long-term growth as industry concentration increases and it continues to innovate in products, channels, and branding [5].