来源：时代周报-时代在线 12月8日，梦龙冰淇淋公司（The Magnum Ice Cream Company N.V.，下称"梦龙公司"）在阿姆斯特丹、 伦敦与纽约三地上市，成为全球最大的冰淇淋IPO。 图源：网络 上市当日，公司市值达78亿欧元（约合人民币642亿元）。作为从联合利华拆分而来的独立主体，梦龙 拥有全球5大冰淇淋品牌中的4大品牌，包括和路雪、可爱多、梦龙和Ben&Jerry's，堪称冰淇淋行业 的"豪门新贵"。 此次独立上市，不仅是梦龙发展历程的重要节点，也再次将高端雪糕赛道的竞争格局推向公众视野。承 载着一代人情怀的梦龙，能否在争议与挑战中站稳中国高端雪糕市场？ 全球冰淇淋零售市占率21% 此前，梦龙公司的业务归属于联合利华集团。2024年，为简化公司结构、重振增长，联合利华集团决定 拆分包含梦龙、和路雪和可爱多等品牌在内的冰淇淋业务；2025年7月，业务分拆完成，梦龙公司作为 联合利华集团内的一家独立公司开展运营。 此次分拆诞生了一家"冰淇淋巨头"。据联合利华披露的投资者文件，2024年，冰淇淋业务的收入达到79 亿欧元（约合人民币666亿元），调整后EBITDA（注：税息折旧及摊销前的 ...

Group 1: Sam's Club Incident - A consumer reported finding a live mouse in a delivery bag containing a box of 24 pieces of Member's Mark mochi purchased via the Sam's Club app [3][5] - Sam's Club stated that the initial investigation indicated the mouse likely entered the bag during the time it was left at the pickup point, which is outdoors and surrounded by vegetation [5] - The company has apologized for the incident and committed to improving packaging management and delivery services [5] Group 2: Market Movements - Bubble Mart's stock price has dropped nearly 44% over four months, resulting in a market value loss exceeding 200 billion HKD (approximately 180 billion RMB) [12][13] - Deutsche Bank's report indicated that Bubble Mart plans to significantly increase the production of its Labubu toys from 10 million units in the first half of the year to an average of 50 million units per month by the end of the year, warning that mass production could signal a decline in brand popularity [13] Group 3: Regulatory Changes - China will ban the production of mercury-containing thermometers and blood pressure monitors starting January 1, 2026, due to safety concerns regarding mercury's toxicity [6][7] Group 4: Corporate Developments - SpaceX is reportedly planning an IPO in 2026, aiming to raise over 30 billion USD with a target valuation of approximately 1.5 trillion USD [7] - Xiaomi has initiated personnel adjustments in its China operations, affecting key roles in mobile phones, automotive, and major appliances, in response to recent performance pressures [16]

Group 1 - Sam's Club responded to a customer complaint about a mouse found in a delivery, stating that the issue likely occurred at the pickup point due to surrounding vegetation providing a habitat for pests [2] - The Chinese government will ban the production of mercury thermometers and blood pressure monitors starting January 1, 2026, due to safety concerns related to mercury toxicity [2] - Sales of mercury thermometers surged as consumers rushed to purchase them before the ban, with some pharmacies reporting they are sold out [3] Group 2 - JD.com faced a bug in its "Sui Xin Tun" feature, allowing users to retain vouchers after requesting refunds, leading to significant losses for merchants, which JD.com has agreed to cover [2] - SpaceX is planning an IPO in 2026, aiming to raise over $30 billion with a target valuation of approximately $1.5 trillion [2] - QQ has launched multiple new features, including a classic version return and a new message format called Q Bubble, which allows for short video messages [4] Group 3 - Trump announced that Nvidia will be allowed to sell H200 AI chips to China, with the U.S. government taking a 25% cut from each sale [4] - Nubia's president and Douyin's vice president addressed concerns regarding the AI phone "Doubao," emphasizing the ongoing exploration of AI technology [4] - Xiaomi's CEO reiterated that their advanced driver-assistance system is not equivalent to autonomous driving, following successful tests in various driving conditions [5] Group 4 - Silver prices reached $60 per ounce for the first time, driven by trader speculation on potential interest rate cuts by the Federal Reserve [5] - Tesla's "Optimus" robot demonstration faced skepticism regarding remote control allegations, despite CEO Musk's claims of AI-driven operation [6] - Apple clarified that its SIM card ejector tool is not made of platinum and has no significant resale value, countering rumors of its high worth [7] Group 5 - Pop Mart's stock has dropped nearly 44% over four months, resulting in a market value loss exceeding HKD 200 billion [8] - Unilever's ice cream business, including brands like Magnum and Ben & Jerry's, reported revenues of €7.9 billion (approximately RMB 666 billion) and is set to list publicly [8] - The U.S. stock market showed mixed results, with major indices fluctuating and notable declines in Chinese concept stocks like Baidu and Xpeng [8] Group 6 - China's first intelligent autonomous control system for gas turbine power generation has been successfully implemented, marking a significant advancement in power generation technology [9] - Renault and Ford have signed a strategic partnership to develop two new electric vehicle models for the European market [9] - Galaxy Universal denied rumors of preparing for a Hong Kong IPO, clarifying that recent corporate restructuring is for normal financing needs [10]

从联合利华分拆后，梦龙冰淇淋公司迎来发展的新时期。当地时间12月8日，梦龙冰淇淋公司同步登陆 阿姆斯特丹、伦敦及纽约三地交易所，成为全球少数选择多地挂牌的消费品公司之一，市值最高超过 650亿元，同时年营收规模接近80亿欧元。然而，上市钟声余音未了，一场远比想象中更"冷"的硬仗已 拉开序幕。如今高端冰淇淋市场不再是一家独大的时代，同时现制门店来势汹汹，梦龙还能否重塑高端 市场格局？ "单飞"上市 成立仅不到8个月，梦龙冰淇淋公司在全球资本市场开启新征途，股票代码均为"MICC"。上市首日，公 司在阿姆斯特丹收盘价为每股12.97欧元，涨6.31%，总市值约为79.41亿欧元（折合人民币约653亿 元），纽交所收盘价为每股14.92美元，涨2.19%，总市值约为91.35亿美元（折合人民币约645亿元）， 伦敦交易所收盘价为每股11.22英镑，涨2.04%。 "作为联合利华家族的一部分，我们成为了全球冰淇淋的领导者。现在，作为一家独立上市的公司，我 们将比以往更加敏捷、专注和雄心勃勃。"上市当天，梦龙冰淇淋公司首席执行官彼得·特库尔夫（Peter ter Kulve）表示，"我们有一项明确的战略，旨在实现增长、 ...

不过，尽管梦龙在全球市场地位稳固，其在中国也占据重要份额，但整体冰淇淋市场正面临增长放缓的 挑战。 近日，第一财经记者了解到，梦龙冰淇淋公司（以下简称"梦龙"）正式宣布在阿姆斯特丹、伦敦与纽约 三地上市，公司总股本6.12亿股。 梦龙的业务曾归属于联合利华集团。2024年，冰淇淋业务宣布从联合利华拆分，2025年7月正式完成业 务的独立运营，成为梦龙冰淇淋公司。梦龙在中国市场经营的品牌包括可爱多、梦龙、和路雪和千层雪 等。 根据马上赢提供的数据，近三年来，每百克冰淇淋的均价呈下滑态势，从2023年的3.94元降至今年前11 个月的3.65元。 根据梦龙冰淇淋公司招股书，作为全球最大的冰淇淋公司，2024年，梦龙冰淇淋公司营收达到79亿欧 元，按此计算占据全球21%市场份额；冰淇淋生产商Froneri市占率为11%；后续包括蒙牛、伊利、雀 巢、玛氏等在内的8家公司合计占有12%的市占率。 对于梦龙的上市，中国食品产业分析师朱丹蓬表示，"梦龙作为外资品牌，整体毛利率是偏高的，依托 其品牌效应、规模效应、粉丝效应，以及整个供应链的完整度，'单飞'之后优势仍在，会更专注，资源 也会更聚焦。关键是其产品金字塔什么时候建 ...

12月8日，随着梦龙冰淇淋公司同步登陆阿姆斯特丹、伦敦及纽约三地交易所，成为全球少数选择多地挂牌的消费品公司之一，其市值高达78亿欧元。从联 合利华分拆后，梦龙冰淇淋公司迎来发展的新时期，不过高端冰淇淋市场不再是外资品牌一家独大的时代，同时现制门店来势汹汹，梦龙还能否重塑高端市 场格局？ 知名品牌"单飞" 成立仅不到8个月，梦龙冰淇淋公司在全球资本市场开启新征途，股票代码均为"MICC"。 在中国，梦龙主攻中高端市场，经营包括可爱多、梦龙、和路雪和千层雪等在内的知名品牌。其中，按2024年零售额计算，可爱多和梦龙两个品牌分别位列 中国市场第四、第五。据上市文件披露，2024全年及2025上半年，梦龙冰淇淋公司在华收入分别为3.17亿欧元、2.7亿欧元，其中今年上半年实现双位数增 长。 高级乳业分析师宋亮向北京商报记者表示，"上市之后，梦龙会加快三方面拓展，一是加快新品业务的打造，二是加快向餐饮、烘焙等现制零售业态有效渗 透，三是进一步夯实供应链体系，实现降本增效"。 高端市场流失 与雀巢、伊利、蒙牛等快消品公司不同，梦龙从联合利华分拆后，将专注于冰淇淋赛道。 作为独立的新公司，梦龙冰淇淋公司被定位为"全球最大 ...

#您的食品包打听# 【#全球最大冰淇淋公司梦龙上市#】#梦龙卖冰淇淋年赚666亿# 全球最大冰淇淋公司 梦龙如期上市。12月8日，该公司正式开始在阿姆斯特丹泛欧交易所、伦敦证券交易所和纽约证券交易 所三地上市交易。从联合利华分拆后，梦龙成为独立冰淇淋巨头，其旗下拥有梦龙、和路雪、可爱多、 Ben & Jerry's等众多知名品牌。据联合利华披露，2024年，其冰淇淋业务收入达到79亿欧元（约合人民 币666亿元），调整后EBITDA达到13亿欧元（约合人民币110亿元），在全球冰淇淋零售市场的占有率 约为21%。按2024年营收计算，在全球前五大品牌中，梦龙占据了4席——和路雪（28亿欧元）、梦龙 （18亿欧元）、Ben & Jerry's（11亿欧元）、可爱多（7亿欧元）。（21世纪经济报道） 转自：中国食品报 （来源：中国食品报） ...

来源：市场投研资讯 （来源：盐财经） 值班编辑 | 江江 视觉 | 顾芗 12月8日，智通财经获悉，梦龙冰淇淋公司（以下简称"梦龙公司"）正式宣布在阿姆斯特丹、伦敦与纽 约三地上市，公司总股本6.12亿股，成为全球少数选择多地挂牌的消费品公司之一。截至发稿，开盘当 日，梦龙冰淇淋公司股价在伦敦和阿姆斯特丹开盘后持续上升。 自此，这家全球最大冰淇淋公司在告别联合利华体系后，开始以独立公司身份在全球扩张。 智通财经据其上市文件获悉，目前中国为该公司全球十大市场之一。在中国，其主要经营的品牌包括可 爱多、梦龙、和路雪和千层雪等。其中，按2024年零售额计算，可爱多和梦龙两个品牌分别位列中国市 场第四、第五。 而随着上市所带来的资金与组织独立性提升，梦龙在中国的渠道密度、产品布局与供应链策略均可能迎 来新一轮调整，中国冰淇淋市场或将因此出现新一轮变化。 梦龙公司的业务曾归属于联合利华集团。2024年，包含梦龙、和路雪和可爱多等品牌在内的冰淇淋业务 宣布从联合利华拆分，2025年7月正式完成业务的独立运营，成为梦龙冰淇淋公司。 中国对梦龙的重要性不言而喻。今年9月一场资本市场日活动上，面对投资者提问，梦龙冰淇淋公司亚 ...

Core Viewpoint - Dream Company has officially announced its listing in Amsterdam, London, and New York, marking its independence from Unilever and positioning itself for global expansion in the ice cream market [3][4]. Group 1: Company Overview and Market Position - Dream Company is the largest ice cream company globally and has become one of the few consumer goods companies to list in multiple locations [3]. - China is one of the top ten markets for Dream Company, with brands like Cornetto, Magnum, and Häagen-Dazs being significant players [4][5]. - The company aims to enhance its channel density, product layout, and supply chain strategy in China following its listing [7]. Group 2: Strategic Plans and Organizational Changes - Dream Company has restructured its organization into 24 profit-and-loss units to improve decision-making speed and execution efficiency [9]. - The company plans to expand its freezer network, currently owning about 3 million freezers globally, which represents 30% of the total ice cream freezer market [9][10]. - The internal metric for measuring market saturation is based on the number of freezers per population, indicating significant growth potential in the Chinese market [10]. Group 3: Product Innovation and Market Strategy - Future innovation will focus on health-oriented products, including reduced sugar and enhanced dietary fiber options, while also expanding product forms [12]. - Dream Company maintains a premium positioning in the Chinese market, where competition is fierce among lower-priced ice cream brands [12]. - The company plans to reduce costs and increase profit margins through supply chain transformation and operational efficiencies [13]. Group 4: Local Adaptation and Management - Dream Company has established a local team in China, with leadership experienced in the market, to address localization challenges [14][15]. - The company has a research and development center in Shanghai and a state-of-the-art factory in Taicang, enhancing its production capabilities for the Asian market [15]. - Revenue projections for 2024 and the first half of 2025 are €317 million (approximately ¥2.616 billion) and €270 million (approximately ¥2.229 billion), respectively, indicating significant growth [15].

全球冰淇淋巨头终登资本市场。 2025年12月8日，梦龙冰淇淋公司(The Magnum Ice Cream Company N.V.)宣布，其普通股已于当日同步登陆阿姆斯特丹泛欧交易所、伦敦证券交易所及纽约 证券交易所，完成三地挂牌。 2024年，梦龙营收达79亿欧元(约合人民币666亿元)，调整后EBITDA达到13亿欧元(约合人民币110亿元)，运营着约300万个冰柜。 梦龙集团旗下品牌矩阵涵盖梦龙、和路雪、可爱多、Ben&Jerry's等标志性产品。 据联合利华数据，以2024年零售营业额计算，和路雪达到28亿欧元规模，梦龙为18亿欧元，Ben&Jerry's为11亿欧元，可爱多为7亿欧元——在全球前五大品 牌中，它们占据了4席。 "如果你是一个联合利华的销售人员，现在你只需要专注于冰淇淋。这个团队只专注于冰淇淋，拥有真正的专业知识。我们还可以重新投资于我们的系统和 冷链。"他解释。 而完成上市也意味着，联合利华的冰淇淋业务拆分终于划下句号。 去年3月，联合利华启动瘦身计划，冰淇淋板块在公司内部长期被视作"盈利能力最低"的业务，毛利率拖后腿，其通过剥离冰淇淋业务，以简化公司结构并 重振增长。 今年3月 ...