中证报中证网讯(记者董添)近日，妙可蓝多（600882）发布2025年三季报。报告显示，前三季度，公司 实现营业收入39.57亿元，同比增长10.09%；实现归母净利润1.76亿元，同比增长106.88%。 2025年，妙可蓝多"TO C+TO B双轮驱动"战略取得显著成效。在TO C端，上市奶酪小三角、云朵芝 士、奶酪坚果脆、人参酪乳等新产品，更有针对性地面向成人、中老年以及家庭消费场景。7月份发布 了人参酪乳作为饮用奶加奶酪的原创性产品。9月份妙可蓝多创新研发的奶酪坚果脆在全国山姆系统开 售。今年以来，妙可蓝多加大了对品质渠道的拓展力度，作为时尚生活消费元素，与优质渠道的合作开 发，对提升奶酪品类教育及市场渗透具有相辅相成的促进作用。 柴琇认为，2025是妙可蓝多承前启后的一年，今年的一系列组合拳不仅仅是为了推动2025更好地发展， 更重要的是在为下一个三年甚至下一个五年的大发展强势练兵，做好准备。对品质的极致追求是妙可蓝 多赢得市场长期良好口碑的"核武器"，同时亦是公司在不断推陈出新、加大产品研发创新趋势下的基础 性保障。 面向未来，柴琇认为，中国奶酪市场整体规模在中短期有望迅速达到千亿规模，这是由中国 ...

"双轮驱动"战略见效，C端创新与B端深耕成新引擎 【环球网消费综合报道】10月31日，妙可蓝多发布2025年三季报。数据显示，公司第三季度实现营业收 入13.90亿元，同比增长14.22%，同比增速逐季度增长，其中奶酪业务实现收入11.66亿元，同比增长 22.44%；单季度实现归母净利润0.43亿元，同比大涨214.67%。前三季度，公司共实现营业收入39.57亿 元，同比增长10.09%；归母净利润1.76亿元，同比增长106.88%。 这份成绩单，标志着妙可蓝多转型升级战略取得显著成效。公司创始人、总裁柴琇表示，妙可蓝多正致 力于突破品类与人群局限，围绕奶酪核心，从儿童市场向成人、中老年及家庭消费场景渗透，构建多元 化产品矩阵。同时，公司正从休闲消费向B端餐饮与家庭餐桌扩容，全力打造"奶酪等于妙可蓝多"的强 势品牌认知，打通从产品到供应链的全面进化链路。 2025年是妙可蓝多成立十周年，也是其承前启后的关键一年。公司推出的一系列经营举措，不仅是为了 推动当年业绩，更是为未来三到五年的跨越式发展强势蓄力。 今年4月，公司内部启动"极致成本"战略，旨在通过打通各环节、提升组织效率来构建成本护城河。下 半年， ...

Core Viewpoint - Shanghai Miaokelan Duo Food Technology Co., Ltd. is actively expanding its market presence through channel development, new product planning, sales expense strategies, capacity construction, and debt structure optimization [1][2][3] Group 1: Channel Expansion - The company has outlined a clear channel expansion path, focusing on enhancing existing outlets, targeting new emerging channels such as snack wholesale, membership supermarkets, Douyin, and instant retail [1] - Collaborations have been established with leading snack brands, and new products have successfully entered the market [1] Group 2: New Product Development - The company is cultivating new core products aimed at different consumer segments, including children's growth cups and products designed for young and elderly consumers, which have received positive market feedback [2] - The "Cheese Nut Crisp" product launched in August has sold out on its first day in some stores, indicating strong demand [2] Group 3: Financial Performance - The company's net profit attributable to shareholders is expected to grow significantly by 86.27% year-on-year in the first half of 2025, partly due to a decrease in sales expense ratio [2] - The company is implementing a "precise and efficient" investment strategy, focusing on digital marketing and IP collaborations to enhance brand recognition and ensure steady profit growth [2] Group 4: Capacity Utilization and Debt Management - The overall capacity utilization rate is improving, with some B-end products experiencing temporary shortages [2] - The company's debt-to-asset ratio is 42.89%, which is considered reasonable within the dairy industry, and it aims to leverage low-interest debt to enhance cash flow safety [3] Group 5: International Expansion - The company is accelerating its internationalization efforts by participating in international technology exchanges and exploring business cooperation opportunities in Southeast Asia, Central Asia, the Middle East, and Europe [3] - The growth potential of the cheese market in China is significant, as consumer awareness and acceptance of cheese products continue to rise [3]