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 ...

资料显示，截止目前，梦龙冰淇淋公司业务规模达83亿欧元，产品遍及76个国家和地区。该公司2024年 的全球市场份额为21%，位列第一。目前，其在全球拥有、免费借用并维护约300万台冷冻柜，约占全 球冰淇淋冰柜总量的30%。 在中国，梦龙冰淇淋公司整体市占率位列第二。今年9月，该公司曾透露，2025上半年中国市场销售额 涨幅达双位数，亚洲区是公司内增长最快、盈利能力最强的区域。（经济日报记者 朱琳） 记者从梦龙冰淇淋公司（The Magnum Ice Cream Company N.V.）官网获悉，12月8日，梦龙冰淇淋公司 宣布其普通股于荷兰、英国、美国三地正式上市交易，公司总股本6.12亿股。 梦龙冰淇淋公司首席执行官Peter ter Kulve在声明中表示，"我们拥有明确的战略来实现增长、提高生产 率，并根据公司中期目标进行再投资。我们的目标是引领冷冻零食革命，塑造新的场景，用创新的产品 和新颖的形式吸引全球消费者，同时改善客户服务，为我们的股东和更广泛的利益相关者创造价值。" 据了解，梦龙公司的业务曾归属于英国联合利华集团。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 ...

Investment Dynamics - Iris Ventures led a $15 million investment in skincare brand Innerskin, which will be used to expand its clinic network in Europe and launch new skincare products [3] - Goodai Global Inc, a South Korean beauty unicorn, completed a funding round of 800 billion KRW (approximately $600 million), with a valuation of 4 trillion KRW (approximately $3.1 billion), to acquire two independent cosmetic brands [6] - Chanel is investing approximately €150 million to build a new perfume production facility in northern France, expected to create around 300 jobs [9][10] Listing Dynamics - Unilever's ice cream business, now named Magnum Ice Cream Company N.V., is set to complete its IPO on the Amsterdam, London, and New York stock exchanges, marking a record for global ice cream IPOs [11][13] Acquisition Dynamics - BasicNet Group announced the acquisition of beachwear brand Sundek, enhancing its brand portfolio in the beachwear segment [16] - Sequoia China is in talks to acquire Italian luxury sneaker manufacturer Golden Goose for €2.5 billion (approximately 20.6 billion RMB), aiming to finalize the deal before Christmas [19] - Firmenich completed the acquisition of fragrance manufacturer Belle Aire Creations, reinforcing its commitment to the North American market [22] Franchise and Expansion Dynamics - The fresh beer brand "Xianpi Fulu Jia" announced a new franchise policy, aiming to open over 1,000 locations by December 2025 [25] - Zhou Hei Ya opened its first overseas store in Malaysia, employing a dual strategy of "store + channel" for market expansion [28]

（原标题：全球最大冰淇淋公司上市，对中国市场影响几何？丨消费参考） 21世纪经济报道记者贺泓源、实习生李音桦 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）。 但要看到，不同于在全球市场的所向披靡，梦龙在国内相对弱势。 在中国，排名第一的冰淇淋公司是伊利。 事实上，相关投入已在增长。今年上半年，梦龙的广告促销费用增加了500万欧元，原因之一便是在华 增加社交媒体和数字营销活动投入。 梦龙披露数据显示，中国为其全球前十大市场之一。按2024年零售额份额算，梦龙为中国第 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report The report presents a comprehensive overview of the overnight market trends, important macro - economic and industry - specific news, and future event schedules. It covers a wide range of sectors including stocks, bonds, commodities, and foreign exchange, both domestically and internationally. Summary by Relevant Catalogs Overnight Night - Market Trends - US major stock indices closed slightly lower, with the Dow down 0.45% at 47739.32 points, the S&P 500 down 0.35% at 6846.51 points, and the Nasdaq down 0.14% at 23545.9 points [5]. - US Treasury yields rose across the board, with the 2 - year yield up 1.68 basis points at 3.575%, the 3 - year up 2.55 basis points at 3.610%, etc. [5]. - International precious metal futures generally fell, with COMEX gold down 0.54% at $4219.90 per ounce and COMEX silver down 0.94% at $58.50 per ounce. Brent crude futures fell 1.98% to $62.49 per barrel [5]. - Most London base metals declined, but LME zinc rose 1.05% to $3130.50 per ton and LME copper rose 0.47% to $11675.00 per ton [6]. Important Information Macro - Information - The Political Bureau of the CPC Central Committee pointed out that next year's economic work should focus on stability, quality improvement, and continue with proactive fiscal and moderately loose monetary policies [9]. - China's goods trade in the first 11 months of this year increased, with a total import - export value of 41.21 trillion yuan, a 3.6% year - on - year increase. In November, the total import - export value was 3.9 trillion yuan, a 4.1% increase [9]. - As of December 8, 2025, the Shanghai Export Container Settlement Freight Index (European route) was 1509.10 points, up 1.7% from the previous period [10]. - As of December 5, domestic coniferous log inventories decreased, while the average daily outbound volume of coniferous logs in 7 provinces and 13 ports in China increased by 8.65% compared to the previous week [10]. Energy and Chemical Futures - The Malaysian rubber market is expected to be mixed this week due to supply concerns caused by heavy rain in major rubber - producing areas. The demand for natural rubber is expected to be higher than production in 2025 [13]. - As of December 8, 2025, the commercial inventory of pure benzene in Jiangsu ports increased by 16.07% month - on - month and 72.19% year - on - year [13]. - On December 8 at 24:00, domestic gasoline and diesel retail prices were lowered by 55 yuan per ton [13]. Metal Futures - China's imports of copper ore concentrates in November were 252.6 tons, and the cumulative imports from January to November were 2761.4 tons, an 8.0% year - on - year increase. Exports of unwrought aluminum and aluminum products in November were 57.0 tons, and the cumulative exports from January to November were 558.9 tons, a 9.2% year - on - year decrease [15]. - As of December 5, the inventory of lithium ore in 30 sample traders decreased by 1.0 tons month - on - month, while the salable inventory increased by 0.7 tons. The overall lithium ore inventory continued to shift to lithium salt plants [15]. - In November, the retail sales of the national passenger car market were 224.4 million vehicles, a year - on - year decrease of 8.5%. From January to November, the cumulative retail sales were 2175 million vehicles, a year - on - year increase of 6.3%. The penetration rate of new energy vehicles in November was 59.3%, a 7 - percentage - point increase from the previous year [16][17]. - Tianqi Lithium applied for the qualification of a designated delivery warehouse for lithium hydroxide at the Guangzhou Futures Exchange [17]. - The Shanghai Futures Exchange reminded investors to prevent risks in the precious metal market [17]. - Morgan Stanley believes there is an upward risk in copper price forecasts [18]. Black - Series Futures - From December 1 to 7, 2025, the arrival volume of iron ore at 47 ports in China decreased by 214.8 tons month - on - month, and the arrival volume at 45 ports decreased by 218.8 tons month - on - month [20]. - China's steel imports in November were 49.6 tons, and the cumulative imports from January to November were 554.1 tons, a 10.5% year - on - year decrease. Exports in November were 998.0 tons, and the cumulative exports from January to November were 10,771.7 tons, a 6.7% year - on - year increase [21]. - In November, coal and lignite imports were 4405.3 tons, and the cumulative imports from January to November were 43167.6 tons, a 12.0% year - on - year decrease. Iron ore concentrate imports in November were 11054.0 tons, and the cumulative imports from January to November were 113920.2 tons, a 1.4% year - on - year increase [22]. - In November 2025, the coal export volume of Gladstone Port in Australia decreased by 1.69% month - on - month and 12.42% year - on - year [22]. - HeSteel's silicon - iron tender inquiry price in December was 5600 yuan/ton, and the tender quantity was 2750 tons, an increase of 34 tons from the previous round [23]. Agricultural Product Futures - China's soybean imports in November were 810.7 tons, and the cumulative imports from January to November were 1.0379 million tons, a 6.9% year - on - year increase. Edible vegetable oil imports in November were 72 tons, and the cumulative imports from January to November were 627 tons, a 3% year - on - year decrease [25]. - From November 24 - 30, 2025, the average purchase price of pigs at designated slaughtering enterprises decreased by 0.9% month - on - month and 27.0% year - on - year [25]. - In November, the soybean crushing volume of major domestic oil mills was 901 tons, an increase of 18 tons month - on - month and 83 tons year - on - year. It is expected that the soybean crushing volume in December will be about 860 tons, an increase of about 40 tons year - on - year [25]. - As of last Thursday, the soybean planting area in Brazil for the 2025/2026 season reached 94% of the expected area. The corn output in the 2025/26 season is expected to be 1.353 billion tons [26]. - The Indonesian government fined palm oil and mining companies a total of $23.1 billion for illegal operations in forest areas [28]. - US private exporters reported selling 13.2 tons of soybeans to China for delivery in the 2025/2026 season [29]. - As of the week of November 6, the net sales of US soybeans for the 2025/2026 season were 51.1 tons, and the net sales for the 2026/2027 season were 0.4 tons [29]. - As of the week of December 4, 2025, the US soybean export inspection volume was 1018127 tons, and the shipment to China was 119895 tons [29]. Financial Market Finance - The idea of "appropriately loosening restrictions on securities firms" has sparked market discussions, and the industry's overall leverage will remain within a reasonable range [31]. - A - shares rose with heavy trading volume, with the Shanghai Composite Index up 0.54% at 3924.08 points, the Shenzhen Component Index up 1.39%, and the ChiNext Index up 2.6%. The market turnover exceeded 2 trillion yuan [33]. - The Hong Kong Hang Seng Index fell 1.23% to 25765.36 points, the Hang Seng Technology Index was flat, and the Hang Seng China Enterprises Index fell 1.25% [33]. Industry - Domestic refined oil prices decreased for the second consecutive time, with gasoline and diesel retail prices lowered by 55 yuan per ton [34]. - The China Trust Industry Association will solicit opinions on the "Guidelines for Family Trust Business" [34]. - In November, the retail sales of the national passenger car market were 222.5 million vehicles, a year - on - year decrease of 8.1%. The retail penetration rate of new energy vehicles was 59.3%. The 2026 car market is expected to face great pressure [34]. - A land parcel in Shenzhen was successfully auctioned, with a premium rate of 42.49% [34]. - Nomura Securities reported that the global storage market is facing a "triple super - cycle", and the market size is expected to grow by 98% to $4450 billion in 2026 [35]. Overseas - The Fed will hold an interest - rate meeting on December 9 and 10, and the market expects a 25 - basis - point rate cut [37]. - US President Trump will sign an AI regulatory executive order and plans to launch a $120 - billion agricultural assistance program [37]. - The US Bureau of Labor Statistics will delay the release of the October PPI data until January 14, 2026 [37]. - European leaders discussed a peace plan for the Ukraine crisis with President Zelensky [38]. - Japan's Q3 2025 GDP was revised down, and real wages have declined for ten consecutive months [38]. - European Central Bank's Schnabel believes that economic and inflation risks are on the upside [38]. International Stock Markets - US major stock indices closed slightly lower, with the Dow down 0.45%, the S&P 500 down 0.35%, and the Nasdaq down 0.14%. European major stock indices closed mixed [39]. - Unilever's Magnum ice - cream company was listed on multiple exchanges. In 2024, it had revenues of 79 billion euros and a 21% share of the global ice - cream retail market [39]. Commodities - The International BIS warned that retail investors' "chasing behavior" is turning gold into a speculative asset [40]. - The Shanghai Futures Exchange reminded investors to prevent risks in the precious metal market [40]. - US oil and Brent crude futures prices fell due to supply - side relief and weak demand [41][42]. - International precious metal futures generally fell, mainly due to market - priced Fed policy expectations, short - term dollar rebound, and profit - taking [42]. - Most London base metals declined, with LME zinc and copper rising [42]. Bonds - The domestic bond market rebounded in the afternoon, and the central bank conducted 1223 billion yuan of reverse repurchase operations, with a net injection of 147 billion yuan [43]. - Wanda Commercial Management Group proposed to extend the maturity of a $4 - billion dollar bond by two years [44]. - US Treasury yields rose across the board, and Japanese government bond yields reached multi - year highs [44]. Foreign Exchange - The on - shore RMB against the US dollar closed at 7.0713 on Monday, down 7 basis points from the previous trading day [46]. - The CFETS RMB exchange - rate index and other RMB exchange - rate indices decreased last week [46]. - The US dollar index rose 0.12% at the New York close, and most non - US currencies fell [46]. - The Indian rupee was sold off, and the Indian central bank intervened, but its further intervention space may be limited [46]. Upcoming Events - Various economic data will be released on December 9, including UK retail sales, Australian business confidence, etc. [48] - Multiple important events will occur on December 9, such as the expiration of 1563 billion yuan of reverse repurchase operations by the Chinese central bank, the RBA's interest - rate decision, etc. [50]

记者据其上市文件获悉，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。 图片来源：梦龙官方微博 综合：智通财经、新消费日报 来源：济南日报 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。 12月8日，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。 ...

Group 1 - The core point of the article is the successful listing of Magnum Ice Cream Company (TMICC) on multiple stock exchanges, marking its independence from Unilever and its focus on the ice cream market [1][2]. - On its listing day, TMICC achieved a market capitalization of €7.9 billion, approximately ¥65.07 billion, and holds a 21% share of the global ice cream retail market, making it the largest ice cream company worldwide [2]. - The spin-off from Unilever allows both companies to concentrate on their strategic priorities, with TMICC being managed by a team that includes experienced executives from both outside and within Unilever [3]. Group 2 - TMICC's organizational structure has been restructured to prioritize frontline operations, streamlining management levels to enhance decision-making speed and market responsiveness [3]. - China is identified as one of TMICC's top ten global markets, where it ranks as the second-largest ice cream company, with projected revenues of €317 million in 2024 and €270 million in the first half of the current year [3]. - The CEO of TMICC, Peter ter Kulve, expressed confidence in the company's future, emphasizing a clear strategy for growth, productivity improvement, and reinvestment in the mid-term [3].

Core Viewpoint - Magnum Ice Cream Company (TMICC), the parent company of popular ice cream brands in China, has officially launched its multi-location listing, achieving a market value of €7.9 billion (approximately ¥65.07 billion) on its debut day [1]. Group 1: Company Overview - TMICC is the largest ice cream company globally, holding approximately 21% of the global ice cream retail market, with a revenue of €7.9 billion last year [1]. - The company was spun off from Unilever, which will now focus on its home care, beauty, health, and personal care businesses, allowing TMICC to operate as a dedicated ice cream company [1]. Group 2: Management and Strategy - The management team of TMICC consists of experienced individuals, including CEO Peter ter Kulve, who has over 35 years of experience at Unilever and a deep understanding of the Chinese market [2]. - TMICC has restructured its organization to prioritize frontline operations, aiming to enhance decision-making speed and market responsiveness [2]. Group 3: Market Position and Future Outlook - China is one of TMICC's top ten global markets, and it ranks as the second-largest ice cream company in China by retail sales [2]. - TMICC's projected revenue in China for 2024 is €317 million, with €270 million generated in the first half of this year [2]. - CEO Peter ter Kulve expressed confidence in the company's growth strategy and plans for reinvestment to drive productivity and growth [2].

Core Viewpoint - Magnum Ice Cream Company (TMICC), the parent company of popular ice cream brands in China, officially launched its multi-location listing on December 8, 2023, on the Amsterdam Euronext, London Stock Exchange, and New York Stock Exchange, with a market capitalization of €7.9 billion [3][5][6]. Group 1: Company Overview - TMICC is a spin-off from Unilever, focusing solely on ice cream, with a revenue of €7.9 billion in 2024, capturing approximately 21% of the global ice cream retail market [5][6]. - The company operates strong global brands such as Magnum, Ben & Jerry's, Wall's, and Cornetto, with a network of nearly 3 million freezers across 80 countries [5][6]. Group 2: Market Position and Financials - TMICC is the second-largest ice cream company in China, with projected revenue of €317 million in 2024, showing strong recovery and growth potential [6]. - In the first half of the year, TMICC generated €270 million in revenue in China, indicating robust market performance [6]. Group 3: Strategic Initiatives - TMICC has outlined three strategic pillars: growth, productivity, and reinvestment, aiming for €500 million in cost savings through supply chain transformation and operational efficiency [6]. - The company plans to expand its global freezer network by approximately 2% annually, adding around 60,000 freezers, and will focus on product innovation, with 2025 designated as a year for numerous new product launches [6]. Group 4: Organizational Changes - To adapt to its independent status, TMICC has restructured its organization to prioritize frontline operations, streamlining management layers to enhance decision-making speed and market responsiveness [6][7].

2024年3月，联合利华决定将其全球冰淇淋业务分拆为独立业务，相关剥离工作预计在2025年第四季度 完成。联合利华解释称，分拆冰淇淋业务后，联合利华将成为一家更简单、更专注的公司，经营美容与 健康、个人护理、家庭护理、营养四个业务部门。剥离冰淇淋业务有助于联合利华管理层加快实施2023 年10月宣布的"GAP"计划（增长行动计划），即做更少的事、做得更好、产生更大的影响，以推动更强 劲的收入增长、更好的盈利能力，把财务和管理资源集中在其最强大、全球性或可拓展的品牌上。 自2025年7月1日起，梦龙冰淇淋公司已经作为联合利华集团内的一家独立公司开展运营。根据该公司9 月在伦敦举行的"资本市场日"内容，分拆后，联合利华将保留梦龙冰淇淋公司约19.9%的股份，期限最 长为5年。之后，联合利华将以有序和慎重的方式出售剩余股份，以支付此次业务剥离的成本，并通过 减少净债务来保持资本的灵活性。保留的股份表明联合利华对梦龙冰淇淋公司的支持。 资料显示，梦龙冰淇淋公司业务规模达到83亿欧元，拥有1.9万名员工，产品遍及76个国家和地区，是 世界最大的冰淇淋公司。在全球十大畅销冰淇淋品牌中，梦龙公司占据5个，包括和路雪（Wal ...