高端奶市场
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“爱马仕牛奶们”放下身段:谢添地价格跳水,高端奶集体破防
Guan Cha Zhe Wang· 2025-12-23 10:04
Core Viewpoint - The high-end milk brand Xietiandi has significantly reduced its prices, now positioned as a "low-cost leader" in the market, contrasting its previous premium pricing strategy [1][9]. Company Overview - In 2021, Yuexiu Group acquired Huishan Dairy, which had seen a 90% drop in market value and was forced to delist, with plans to revive it under the name "Yuexiu Huishan" aiming for over 10 billion yuan in revenue by 2025 [1][4]. - The company has adopted a "three-horse carriage" strategy focusing on milk powder, low-temperature liquid milk, and dairy farms to achieve its revenue goals [4][6]. Product Launch and Marketing - Xietiandi launched its new products with high protein content and premium milk sources, initially priced at 12.8 yuan for 250ml and 7.8 yuan for A2 milk [1]. - To boost brand awareness, Yuexiu invested heavily in marketing, including sponsorship of popular TV shows, with estimated costs around 80 million yuan [1][2]. Financial Goals and Performance - Yuexiu Group's chairman has set ambitious targets for Yuexiu Huishan, aiming for sales revenue exceeding 10 billion yuan and profits of 3 billion yuan by 2025 [5][6]. - The company forecasts a revenue increase from 2.67 billion yuan in 2020 to 6.02 billion yuan by 2025, with a turnaround to profitability expected in the same year [6]. Market Challenges - The high-end milk segment is facing significant pricing pressure, with competitors like Mengniu and Yili also reducing prices, leading to a drop in the perceived value of premium products [12][16]. - The overall liquid milk market has seen a decline in sales, with a 2.3% drop in revenue year-on-year, and high-end products are particularly affected due to oversupply and reduced consumer demand [18][19].