需求链驱动供应链

Search documents
绑定 6000 万家庭用户,花 10 年用 70% 资产重投牧场:左手养牛,右手用户,认养一头牛的内生驱动力究竟是什么?
混沌学园· 2025-07-11 09:32
Core Viewpoint - The article discusses the innovative strategies and growth of the dairy company "Raising a Cow," founded by Xu Xiaobo, emphasizing its focus on high-quality milk production and user trust as key drivers of success [2][3][18]. Group 1: Company Background and Growth - Xu Xiaobo, the founder of "Raising a Cow," was inspired to enter the dairy industry after a personal experience with imported milk powder in 2012, leading to the establishment of a new dairy enterprise [1][2]. - The company has invested 70% of its assets in farms, achieving a milk yield of 13.81 tons per cow, surpassing levels in the US and Israel [3][13]. - "Raising a Cow" has built a strong user base of 60 million families, demonstrating a successful model of high asset investment combined with high repurchase rates [3][12]. Group 2: Business Strategy and Model - The company breaks the conventional low-price competition and reliance on traffic by focusing on deep supply chain integration and user trust [12][18]. - The strategy involves a "golden triangle model" of farming, user engagement, and product development, which has led to a 95% self-sourced milk supply rate [4][12][13]. - The company’s approach to user engagement includes building a community of 80 brand co-creators in 2016, which has resulted in a loyal customer base [21][22]. Group 3: Industry Insights and Innovations - The course led by CEO Sun Shijun aims to reveal the underlying logic of innovation in the dairy industry, focusing on the balance between slow and fast business practices [19][27]. - The company has adopted a digital approach to manage its operations, allowing one person to oversee 50 cows, enhancing efficiency [20][21]. - "Raising a Cow" has developed a unique product standard for A2 beta-casein milk, responding to consumer needs for higher protein content [23][25]. Group 4: Long-term Vision and Philosophy - The company emphasizes long-termism, demonstrating that consistent growth and user trust can be achieved through steady efforts over time [27][29]. - The founder's philosophy is that success in heavy asset industries can be achieved through thoughtful strategies rather than merely competing on resources [29][31].