Core Insights - The article highlights the significant role of Tmall International in bridging the gap between overseas health brands and Chinese consumers, addressing the previous "information gap" in cross-border nutrition consumption [1][5] - Tmall International has successfully established a robust health ecosystem, particularly in the health and wellness sector, leveraging data analytics and consumer insights to drive growth [1][8] - The platform's initiatives during the 618 shopping festival, including strategic partnerships with global health brands, have positioned it as a leader in the health consumption market [3][40] Group 1: Tmall International's Strategies and Achievements - Tmall International has integrated global supply chains, user data, and a genuine product assurance system to create a growth flywheel connecting brands, platforms, and consumers [5][40] - The platform has seen a remarkable increase in active annual consumers (AAC), with a growth rate exceeding 30%, surpassing 50 million users, and a GMV growth rate of over 45% [8][40] - Tmall International has incubated over 1,700 cross-border brands, with more than 500 brands achieving 100% growth and over 700 brands experiencing 300% growth [10][40] Group 2: Market Trends and Consumer Insights - The health consumption market is expanding, with diverse consumer needs emerging across various health categories, including traditional supplements and health services [7][40] - Tmall International's focus on "health growth" emphasizes sustainable industry structure optimization rather than just short-term sales increases [7][40] - The platform has identified key trends in family nutrition and personalized health solutions, catering to different age groups and health needs [14][15] Group 3: Promotional Activities and Consumer Engagement - During the 618 shopping festival, Tmall International implemented extensive promotional strategies, including significant discounts and exclusive offers from leading health brands [3][34] - The platform's marketing activities, such as "One Day One Brand" and "One City One Health," have enhanced brand visibility and consumer engagement [34][40] - Tmall International's collaboration with over 100 overseas influencers has strengthened consumer trust in product authenticity and quality [36][40] Group 4: Future Outlook and Industry Position - Tmall International aims to continue its growth trajectory by enhancing its ecosystem, focusing on innovation, and optimizing consumer shopping experiences [40] - The platform is committed to fostering a healthy, orderly, and prosperous market for nutritional health products through deep collaboration with brand partners [40]

证券代码：002570 证券简称：贝因美 向，持续推出适合全家营养需求的产品。适合亲子家庭消费的用品业务纳入公 司"美好生活"业务模块。公司将围绕"母婴生态、全家营养、全家健康、美 好生活"四大业务模块，采用"OBM、ODM、OEM、品牌授权"四大业务模 式，积极打造公司的第二增长曲线。最终将贝因美打造成先进科技驱动的专业 消费品公司。 三、关注到近期公司有发布新战略，声称"只赚 5"，能否请详细介绍一 下这个战略。所指的 5 是净利润率吗？是聚焦在新业务条线还是整个公司的 规划 "只赚 5%"指的是公司的净利率，公司将严控成本，优化供应链，提 升生产效率和保障产品质量，稳固信任根基，做货真价实的良心企业。 四、国家及各地生育支持政策陆续出台，公司如何量化这些政策对母婴 生态业务的实际拉动？是否有区域扩张计划？ 公司高度关注国家及各地生育支持政策的出台，相信此类政策将有效激 活市场，减轻家庭生养教负担，拉动母婴生态业务的发展，公司将适时推出 对应策略，形成政策共振，共同助力国家人口发展。 贝因美股份有限公司 投资者关系活动记录表 编号：2025-002 号 投资者关 系活动类 别 □特定对象调研 □分析师会议 ...