妙可蓝多公告称，控股股东内蒙蒙牛已增持322,100股，耗资782.69万元，增持后持股比例从36.77%升 至36.84%。自2025年12月29日起3个月内，内蒙蒙牛计划继续增持255.0268 - 510.0536万股，占总股本 0.50% - 1.00%，资金源于自有资金。增持计划可能因资本市场变化等因素无法达预期，若发生公司将及 时披露。 ...

证券日报网讯 12月29日，庄园牧场（002910）在互动平台回答投资者提问时表示，公司积极响应国家 促消费政策导向，结合自身发展规划，把握市场机遇，加大产品创新，持续优化相关产业布局。 ...

Core Viewpoint - The Chinese government has imposed significant tariffs on EU dairy products, particularly affecting French companies, which could severely impact France's agricultural sector and its economy [1][3][5]. Group 1: Tariff Impact - The new tariffs range from 21.9% to 42.7% and primarily target French dairy products, including well-known items like Roquefort and Camembert [3][5]. - Prior to this, EU dairy products held a dominant 94.3% share of the Chinese import market, with French products accounting for nearly 40% of that share [5][7]. - The tariffs are expected to lead to financial losses for French dairy companies, which may lose their competitive edge in a crucial market [7][19]. Group 2: Political Context - French President Macron's recent statements and actions regarding trade with China have been perceived as contradictory, as he initially sought to strengthen ties but later criticized China for trade imbalances [9][11]. - Macron's push for tariffs on Chinese electric vehicles was seen as an aggressive stance, which may have prompted China's retaliatory measures against French dairy products [13][15]. - The internal EU dynamics reveal that countries like Germany are hesitant to support a trade war with China, as it could harm their own economic interests [24][26]. Group 3: Strategic Considerations - The choice to target dairy products reflects China's strategic approach, as agriculture is a critical sector in France and a significant political issue [17][19]. - The tariffs serve as both a punishment and a warning, indicating that cooperation must be based on mutual respect and equality [29][31]. - If France continues to escalate tensions without seeking resolution, other French exports may also face similar tariffs, further damaging its economy [31][33].

证券日报网讯 12月29日，妙可蓝多在互动平台回答投资者提问时表示，近两年，公司销售收入仍主要 来源于国内市场，境外销售收入具体情况请以后续发布的定期报告为准。 （文章来源：证券日报） ...

前言 2025年12月，随着中方反制措施落地，曾经横扫中国货架的欧盟乳制品不得不重新计算成本。 与此同时，卢拉对欧盟的耐心也耗尽了，明确表示自贸协定再拖就彻底黄了。 欧盟一边死守自家农业大门，一边挥舞补贴大棒，这种既要又要的贪婪还能撑多久？南美市场转身离去 后，谁来为欧洲的亏损买单？ （编辑：口蘑） 24小时倒计时 24小时倒计时归零，这不是一场情绪化的宣战，而是一次精准的规则回击，曾经，欧洲奶酪、黄油在中 国超市里卖得比国产还便宜，这背后连着欧盟财政的高额输血管道，现在，中方用"保证金"这道滤网， 剥离了那些不正当的竞争优势。 摆在中国消费者面前的是一个真相：所谓的低价，不过是别人用纳税人的钱给你设下的甜蜜陷阱。一旦 本土产业因为这些低价而崩溃，定价权旁落，未来的收割只会更加残酷，这并非关门，而是立规矩。 商务部花了一年多时间调查，像耐心的会计师一样，把欧盟那些藏在繁杂政策背后的补贴账目一项项扒 了出来，事实证明，这种系统性的补贴行为，让本该公平的自由竞争变了味，如果放任不管，结局并不 是老百姓永远能吃到便宜的进口奶酪，而是中国本土的乳制品产业链会像多米诺骨牌一样崩塌。 曾经摆在货架上的那些欧洲产品，价格之 ...

Core Viewpoint - Aoyou is committed to innovation throughout the entire chain from research to industrialization, aiming to elevate the Chinese dairy industry to a higher level by launching over 30 new and upgraded products by 2025 [1][2]. Group 1: Product Innovation - Aoyou's flagship product, Jia Bei Ai Te Yue Bai, utilizes the "An Min Yuan" whey protein optimization technology to significantly reduce allergenic risks, winning the "First Prize for Technological Progress" from the China Dairy Association [1][2]. - The company has established a "1+6+N" global R&D system and collaborates with renowned universities and research institutions to enhance product innovation and upgrade its product matrix [2][4]. - Aoyou's product offerings include various new and upgraded items in both the milk powder and nutritional supplement sectors, providing diverse health choices for consumers [2]. Group 2: Market Leadership - Jia Bei Ai Te has maintained a leading market share of over 60% in the imported infant goat milk powder market in China for seven consecutive years, and has achieved high double-digit compound growth rates in overseas markets for two years [3]. - The company has received the "China Patent Award Excellence Award" and has conducted over 40 studies on goat milk, validating the nutritional advantages of its products [3]. Group 3: Collaborative Innovation - Aoyou is focused on building a collaborative innovation ecosystem by deepening partnerships with universities and research institutions, which will help tackle key technological challenges in the dairy industry [4]. - Strategic cooperation agreements have been signed with Jiangnan University and Northeast Agricultural University to establish innovation centers aimed at advancing dairy product research and technology breakthroughs [4]. Group 4: Fundamental Research and Industry Advancement - Aoyou has made significant breakthroughs in basic research, launching four new goat milk raw materials that are commercially applicable globally, which will be integrated into various products such as formula milk and nutritional supplements [5]. - The company's approach to technological innovation is deeply rooted in consumer needs, driving collaborative research and development forward [5].

Group 1 - The EU has imposed a 45.3% tariff on Chinese electric vehicle imports, primarily driven by France to protect its domestic industry [1] - In response, China initiated an anti-subsidy investigation into EU dairy products, initially set to conclude in August 2025 but extended to February 2026 due to complexity [1][3] - France's dairy exports heavily rely on the Chinese market, with the country accounting for one-third of the EU's cheese exports, leading to significant financial pressure on French dairy farmers [3][5] Group 2 - The investigation revealed that 12 out of 15 companies involved were French, indicating a direct impact on well-known brands like Lactalis [3] - French farmers are experiencing severe distress due to the potential collapse of milk prices and cash flow issues, prompting protests against government policies [3][5] - Macron's fluctuating stance on trade with China has led to increased tensions, with the French government facing pressure to respond to the farmers' grievances [5][9] Group 3 - The EU's overall push for tariffs on Chinese electric vehicles is primarily supported by France and Germany, with Macron seeking to leverage pressure on China [5][9] - China's countermeasure, while temporary, sends a clear message to the EU about the need for sincere cooperation rather than duplicity [5][9] - The situation has exposed divisions within the EU, as member states weigh their economic interests against collective actions, with Germany reluctant to escalate tensions due to its automotive market in China [9]

根据尼尔森零研数据显示，2025年上半年，中国飞鹤婴配粉全渠道市场份额及销量继续稳居市场第一。 据弗若斯特沙利文数据，截至2024年，飞鹤在中国婴幼儿配方奶粉市场连续六年位居第一，在全球婴幼 儿配方奶粉市场连续四年销量第一。 科技创新是中国飞鹤引领行业高质量发展的核心驱动力。依托与全球7个国家20余所顶尖科研机构的深 度合作，飞鹤持续产出重磅研究成果。2025年上半年，飞鹤相继发布"乳蛋白鲜萃提取科技"、国内首个 应用型母乳低聚糖（HMOs）全谱系结构数据库等研究成果，更斩获"中国母乳研究成果第一""中国婴 幼儿配方奶粉专利数第一""中国母源配方营养第一品牌"三大权威认证。 全球化战略的加速推进成为中国飞鹤领军优势的重要支撑，在北美市场，飞鹤加拿大金斯顿工厂生产的 产品已成功进驻北美超过1500家大型商超，2025年上半年门店数环比增长270%。在东南亚市场，飞鹤 以菲律宾为首站，推出了产自"黄金奶源带"并经由"两小时生态圈"保鲜的AceKid纯鲜奶配方奶粉。 当晚，年会举办了"2025金骏马奖颁奖典礼"，对推动资本市场健康发展作出突出贡献的机构与个人予以 表彰。典礼现场颁发了11项重磅奖项，涵盖上市公司、金 ...

Core Viewpoint - The short drama "Rebirth 90" reflects the evolution of China's dairy industry over the past two decades, showcasing how technological advancements and a focus on animal welfare have transformed dairy farming into a scientific endeavor, ultimately restoring consumer confidence in domestic milk products [3][9][10]. Group 1: Industry Transformation - The narrative illustrates the shift from traditional dairy farming practices to a more scientific approach, emphasizing precision nutrition and animal welfare, which are now integral to the industry [3][6][16]. - The character Yin Lili's journey symbolizes the broader transformation of the Chinese dairy industry, highlighting the importance of innovation and professional expertise in driving industry standards [4][12]. - The industry has made significant strides in improving milk quality and safety, with Chinese dairy products now meeting or exceeding international standards in key quality metrics [17][22]. Group 2: Technological Advancements - The introduction of advanced feeding techniques, such as the "Eight Dishes and One Soup" nutritional plan, represents a paradigm shift in dairy farming, focusing on the health and well-being of dairy cows [6][16]. - The use of automation and genetic selection in breeding programs has enhanced the productivity and health of dairy cattle, contributing to the overall improvement of the industry [14][16]. - The implementation of rigorous quality control measures, including real-time monitoring and standardized milking processes, has elevated the safety and quality of Chinese milk products [17][20]. Group 3: Consumer Confidence and Brand Storytelling - The drama serves as a vehicle for promoting "National Milk Confidence," effectively communicating the advancements in the dairy industry to a younger audience through engaging storytelling [20][22]. - By leveraging modern narrative techniques, the industry aims to reshape public perception and build trust in domestic dairy products, moving away from historical narratives of struggle to a focus on achievements and future aspirations [20][22]. - The emphasis on transparency and consumer engagement through innovative marketing strategies reflects the industry's commitment to fostering a positive image and enhancing brand loyalty [18][20].

对于高价的"消费刺客"，市场总会给出最直接的回应。 近日，号称"牛奶界爱马仕"的品牌"谢添地"被曝产品价格大幅下跌，此前其主打的产品售价12.8元一盒，明显高于金典、特仑苏等品牌， 今年其在原有产品线基础上推出的新款，最低价格已降至"3元档"。 这是2024年11月才高调走向市场的牛奶品牌，以源自"东北黑土地"，选用"全球仅有1%的娟姗牛"、"4.3g/100ml超高蛋白含量"为核心卖 点。母公司越秀辉山为了推广"谢添地"，曾集中投入大量资源，赞助综艺节目《声生不息》《妻子的浪漫旅行2025》，广告宣传一度声 势浩大。 然而仅上市一年时间，"谢添地"怎么就高端不动了？ 01 从"牛奶界爱马仕"到"3元档" 2024年12月上市之初，"谢添地"主打两款高端产品：4.3g黑土娟姗纯牛乳，每提128元，平均每瓶12.8元；黑土A2纯牛奶，每提78元，平 均每瓶7.8元。 图源谢添地天猫旗舰店 这一价位明显高于市场同类高端产品。金典、特仑苏类似规格的产品，一提售价在50元上下，即便联名限量款一般也不超过百元。 今年下半年，"谢添地"推出了平价产品，单瓶价格降至3元-4元区间。与初代产品相比，这些新品规格略有调整，蛋白 ...