Group 1 - The 2025 Shanghai Children, Baby, and Maternity Products Expo (CBME2025) attracted over 4,500 global brands, showcasing new products and securing significant orders, indicating strong market interest and demand [1] - Cheese Doctor launched new products focused on the nutritional needs of infants and children, emphasizing the long-term potential of cheese in the domestic market and the importance of user-centered innovation for industry growth [1] - The Bilibili World 2025 (BW2025) event saw a 60% year-on-year increase in attendance, with over 400,000 participants, highlighting the growing popularity of ACGN exhibitions in Asia [1] Group 2 - Shanghai's exhibition economy is set to enhance its global influence and competitiveness by 2025, with a focus on high-quality development and increased internationalization of events [2] - From January to May 2023, Shanghai hosted 252 exhibitions, with 94 being international, representing 84.71% of the total exhibition area, an increase from 81.62% in 2024 [2] - The exhibition industry is becoming a key platform for showcasing China's new productive forces, with strategic emerging industries gaining prominence in upcoming events [2] Group 3 - Major consumer exhibitions in Shanghai, such as the TOPS Pet Expo, have significantly boosted transaction volumes, with the latest event achieving a 175% year-on-year increase in sales, demonstrating the role of exhibitions in driving consumer activity [3]

Core Insights - The 2025 Shanghai Pregnancy, Baby, and Child Expo (CBME2025) showcased over 4,500 quality brands, with Cheese Doctor focusing on user needs and continuous innovation to create high-quality products [1][4]. Product Launch and Market Position - Cheese Doctor announced the launch of a new high-calcium cheese product line, including the high-calcium cheese flow heart cod fish sausage, which has received two market position certification awards [3][7]. - The new infant cheese products aim to meet the refined nutritional needs of young children, addressing safety concerns associated with traditional cheese production methods [10][12]. Consumer Trends and Brand Strategy - There is a growing interest among young consumers in cheese products, leading to a rapid increase in cheese consumption in China. Cheese Doctor believes in the long-term potential of the domestic cheese market [4][6]. - The brand emphasizes a multi-track strategy focusing on core quality products, innovative offerings for infant nutritional needs, and continuous upgrades of popular products [6][9]. Competitive Advantage and Market Recognition - Cheese Doctor's high-calcium cheese flow heart cod fish sausage has become a market leader, recognized as the top-selling product in its category based on sales data from June 2024 to May 2025 [7][9]. - The brand has maintained its leading position in the mid-to-high-end cheese market for four consecutive years, reflecting strong consumer trust and market recognition [15][16]. Nutritional Focus and Product Matrix - The company is committed to enhancing its high-calcium nutritional product matrix, introducing a new three-layer cheese baking series and various high-calcium snacks to cater to different consumption scenarios [14][15]. - Cheese Doctor's new infant cheese products incorporate innovative nutritional formulas, such as HMO and CPP, to support children's health and development [12][16]. Industry Growth and Future Outlook - The cheese consumption in China is projected to grow significantly, with estimates suggesting an increase from 3.3 million tons in 2019 to 8.6 million tons by 2030 [15]. - Cheese Doctor aims to play a crucial role in upgrading children's nutritional products and advancing the cheese industry in China through continuous innovation and strict quality control [16].