这是半佛仙人的第1792篇原创 1 前两天我妈突然给我打电话，说让我给她买点奶粉。 我脑子当场上演一出八点档苦情戏戏码——骨质疏松的老母亲独自垂泪，却怕子女担心不 敢明说的子欲养而亲不待的戏码。 我的愧疚还没来得及张嘴，我妈就给我来了一句【给我买那个跟央视做广场舞盛典的那个 蒙牛悠瑞的什么骨力奶粉，多买几罐，隔壁李婶张姨都等着看，我要让她们眼珠子都瞪出 来】。 刚放下电话，我姨妈和姑妈又分别打了过来，也要这个，快点整，非常急。 于是气氛，变得悬疑了起来。 不是，这到底是什么东西？ 一罐奶粉怎么就俘虏一众老ba by？ 不就是个奶粉吗？平时他们也没少喝奶啊。 再然后，我发现自己还是保守了，这奶粉最近流行度过于离奇，已经成了身边中老年广场 舞爱好者的社交货币，其流行程度直追糖豆APP。 不对，这俩都不是竞争关系，而是一起搞事儿了。 我搜了搜这个广场舞盛典，目前刚开启报名，估计各地中老年人都已经盯上这个了。 2 为什么这个奶粉的魅力让人无法阻挡？ 这就涉及到了一个本源问题。 人活着，活的是什么？ 你年轻时，答案会有很多。 但当你到一定年纪了，你就会意识到，什么都是虚的。 人，就活一口气。 第一眼，我笑了，不就广场舞 ...

转自：草原云 "五一"假期，呼和浩特伊利现代智慧健康谷推出"伊起探索，乳此有趣——城市漫游计划-趣探索"系列 活动，通过游玩11座城市文化展馆，开展未来科技体验、童话互动演出等活动，为游客打造一场足不 出"呼"的沉浸式文旅盛宴。 机器人巡游。 伊利现代智慧健康谷创新融合地域文化与现代科技，为游客用心打造了兼具趣味性与知识性的11座代表 性城市主题馆，生动展示了伊利集团在全国多地的产业布局与地域特色，让这个"五一"假期，到伊利健 康谷游玩的市民和游客来一次别开生面的工业文旅体验，实地领略乳业匠心之美。 有宇树机器人惊喜巡游，打造未来感十足的场景。 与动物亲密接触。 感受童话世界：观看爱丽丝主题舞台剧，将观众带进入奇幻的森林魔法世界。届时，红皇后、疯帽子等 经典角色惊喜亮相，更有小丑魔术表演及游客与NPC互动获礼品的趣味和惊喜等着你。 除此以外，伊利首家萌宠互动乐园—伊诺·爪爪联萌营地也不容错过，月牙岛牧场、梯田堡牧场以及浣 乐之屋、爬影秘经、羽翼之森等互动游玩场地，都是孩子们和年轻人的最爱。 美丽的云南馆。 萌宠乐园。 科技互动升级：5月1日至5日期间，伊利智慧健康谷引入多项前沿科技互动项目，"伊利智拍瞬间"— ...

Core Insights - Savencia Fromage & Dairy reported stable revenue of €1,695 million for Q1 2025, showing no significant change compared to €1,696 million in Q1 2024, amidst high inflation in milk prices and record butter prices [1][2] - The company achieved an organic growth rate of +0.8%, primarily driven by a +6.6% increase in Other Dairy Products, which offset a decline in Cheese Products [1][3] - Cheese Products revenue declined by -3.3% on a like-for-like basis, attributed to weakened volumes in France and other European countries due to inflationary pressures and challenging commercial negotiations [2][5] - Other Dairy Products saw a revenue increase of +6.7% year-on-year, benefiting from positive trends in the ingredients business and high butter prices [3][4] Market Outlook - The outlook for 2025 is characterized by a volatile economic environment, with ongoing pressure on milk prices and increased competition in both domestic and international markets [5][6] - Geopolitical tensions and potential economic shifts may lead to a slowdown in global growth, impacting the company's performance [5][6] - In response to these challenges, the company is focusing on a specialty strategy, enhancing competitiveness, and investing in brand growth and product quality [6][8]

Investment Rating - The report does not explicitly provide an investment rating for the food cold chain industry in Guatemala Core Insights - The agrifood sector in Guatemala is crucial to the economy, contributing 10.2% to economic activities and employing 32% of the active population, but faces significant challenges including low productivity and food insecurity [19][40] - Investment in infrastructure is among the lowest in Latin America, with Guatemala ranking 97th out of 140 economies in infrastructure competitiveness and 134th in road connectivity [20][46] - The cold chain infrastructure is inadequate, leading to substantial post-harvest losses and food safety hazards, with only 30% of dairy products and 75% of poultry products being part of a cold chain [21][47] - There is a promising potential for cold chain implementation in agrifood value chains, particularly in export markets for peas, green beans, and papayas, with opportunities for energy-efficient technologies [25][26] Summary by Sections Executive Summary - The agrifood sector faces multi-faceted challenges, including access to finance and declining productivity, particularly among smallholders [19] - Cold chain investments are critical for reducing post-harvest losses and improving food quality and safety [21] - Guatemala's cold chain infrastructure is lagging behind its neighbors, with limited access to cooling facilities and unreliable electricity supply [22][24] Deep Dives in Selected Agrifood Value Chains - The dairy value chain is characterized by a high level of informality, with only 5.7% of producers supplying formal industrial plants, leading to quality and safety issues [66] - In the poultry sector, while 75% of storage is managed within cold chambers, 25% remains unregulated, causing significant losses [47] - Export-oriented vegetable value chains have sophisticated cold chain systems, but initial post-harvest stages often lack refrigeration, leading to quality degradation [47] Policy Recommendations for Cold Chain Development - A National Cooling Action Plan (NCAP) should be created to harmonize existing policies and promote energy-efficient cold chains [33] - Associativity among small and medium farmers should be fostered to improve access to cold chain infrastructure [33] - Public-Private Alliances (PPAs) should be developed to enhance clean energy infrastructure and improve access to technology [33] - Long-term financing for climate-smart agriculture and cold chain investments should be supported through existing public programs [33]

Group 1 - Savencia SA has purchased 414,942 shares for a total of €23,485,717.20, which is €56.60 per share [2] - Following the share purchase, Savencia SA now holds 1,085,726 of its own shares, representing 7.7% of the capital [2] Group 2 - Savencia Fromage & Dairy is a family-owned and independent food group with 22,751 employees worldwide [3] - It is recognized as one of the world's leading dairy players, being the 2nd largest French cheese group and the 5th largest globally [3] - The company's growth is supported by strong brands both in France and internationally, including Caprice des Dieux, Saint Agur, St Môret, Tartare, Saint Albray, Le Rustique, and Elle & Vire [3]

作者：子成 来源： 销售与管理Plus（ID：Marketing360） 当蒙牛乳业 2024年财报数字出炉时，整个乳业圈倒吸一口凉气！ 全年净利润同比暴跌近 98%，仅剩1.05亿元 ， 相当于每天只赚28万多，创下近8年最差纪 录。 为何利润会突然暴跌，是因为两笔历史收购： 一个是 2019年买 回来的澳洲乳企贝拉米；另 一个是现代牧业。 蒙牛对之前收购的这两家公司， 计提了大额的一次性 减值损失约 48亿 ，所以导致了利润的 下滑。 2019年，蒙牛以超过7０亿元的高溢价收购澳洲奶粉品牌贝拉米，彼时张灯结彩的庆功宴上， 没人想到这会是噩梦的开始。这家曾年销10亿的明星企业，在被收入囊中后迅速陨落，如今对 蒙牛的业绩影响约为39.814亿。 同样的剧本在现代牧业身上重演。这家被分两次斥资 50 亿港元收购的原奶供应商，因原奶价 格暴跌导致生物资产减值，让蒙牛背上8.271亿的亏损。 加上此前雅士利、多美滋等收购案，蒙牛这真是， 买一路赔一路。 事实上，不论是现代牧业，还是贝拉米，都曾被蒙牛寄予厚望。 前者作为中国最大的原奶供应商之一，在蒙牛入股之时，被认为是蒙牛加强对上游产业链控制 的战略之举；后者则寄托 ...

Core Insights - The launch of the new "Gao Teng Sheng" series of children's formula milk by Mead Johnson China marks a significant strategic move in the children's nutrition sector, emphasizing the company's commitment to providing comprehensive nutritional solutions throughout a child's life [1][19] - The new product features an innovative "double alkaline tripeptide" formula and a combination of 40 essential nutrients aimed at supporting children's growth and development, receiving unanimous approval from experts at the launch event [1][17] Group 1: Product Launch and Features - The "Gao Teng Sheng" series is a strategic addition to Mead Johnson's portfolio, following the "Xue You Li" product launched four years ago, reinforcing the dual strategy of "infant + child adult" [1][19] - The new series includes products with at least 30 nutrients, specifically designed to meet the diverse nutritional needs of children as they grow [17][18] - The "Gao Teng Sheng" series is highlighted for its high content of lactoferrin and other key nutrients, making it the most nutrient-rich children's milk powder in the company's offerings [18] Group 2: Market Trends and Consumer Insights - There is a growing demand for precise nutritional solutions for children, driven by the recognition of the importance of balanced nutrition for cognitive and physical development [4][9] - E-commerce data indicates that parents are increasingly focused on the efficacy of children's nutritional products, with a notable shift towards specialized and high-quality formulations [5][7] - The trend towards refined parenting emphasizes the need for customized nutritional solutions that cater to the specific developmental stages of children [14][19] Group 3: Expert Contributions and Research - Experts at the launch, including professors from Zhejiang University, discussed the physiological benefits of bioactive peptides in promoting bone health and overall development in children [15][17] - The emphasis on scientific research and quality assurance is a cornerstone of Mead Johnson's approach, with a commitment to leveraging over 120 years of expertise in maternal and child nutrition [17][19] - The collaboration with Fonterra ensures high-quality milk sources, adhering to sustainable practices and maintaining the health and well-being of dairy cows [18][20]

China Mengniu Dairy Company Limited (02319) H2 2024 Earnings Call March 26, 2025 09:30 PM ET Moderator Investors, analysts, reporters, good morning. Twenty twenty four Annual Results Announcement of China Mong Liu Dairy Company Limited begins now. I am Wu Liu Ying from IR, Department of On behalf of China Meng Niu, I would like to welcome you all to this event. At the same time, we would like to thank you for your long term interest, care and investment into Mangneo. So first of all, please refer to the dis ...

Dublin, March 24, 2025 (GLOBE NEWSWIRE) -- The "Dairy Flavors Market: Analysis By Flavor Type, By Form, By Nature, By Application, By Region Size and Trends - Forecast Up To 2030" report has been added to ResearchAndMarkets.com's offering.Global dairy flavor market in 2024 was valued at US$4.60 billion. The market value is expected to reach US$6.38 billion by 2030. The global dairy flavor market value is projected to grow at a CAGR of 5.64%, during the forecast period of 2025-2030.Dairy flavors have become ...

Core Insights - Savencia Fromage & Dairy reported a 5.1% increase in revenue for 2024, reaching €7,140 million, driven by strong organic growth of 3.1% and a significant 7.8% increase in Other Dairy Products [4][6][7] - The current operating profit rose to €232.3 million, reflecting a €19.4 million increase from the previous year, with an improved operating margin of 3.3% [6][7] - The net income for the group increased to €107 million, representing 1.5% of revenue, up from €96.5 million (1.4%) in 2023 [7] Financial Performance - Total sales reached €7,140 million, with Cheese Products contributing €4,055 million and Other Dairy Products contributing €3,328 million [2][4] - The current operating profit increased by 8.1% year-on-year, while the operating result improved to €203.9 million [2][6] - Net debt decreased to €347 million from €439 million, indicating improved financial health [2] Dividend Proposal - The Board of Directors proposed a dividend of €1.60 per share for the upcoming Annual General Shareholders Meeting, an increase from €1.40 per share last year [9] Corporate Social Responsibility - The company focused on reducing water consumption and greenhouse gas emissions, aligning with its SBTi 1.5° commitment [12] - Savencia Group received the "TOP EMPLOYER" certification in Europe and 17 other countries, with 90% of employees working in certified countries [13] Outlook for 2025 - The outlook for 2025 is characterized by a volatile environment, with ongoing pressure on milk prices and increased competition [15][16] - The company plans to maintain its specialty strategy and invest in the growth of its brands to navigate market uncertainties [16]