New Consumption Overview - Stella Rosa launched a new watermelon and chili flavored wine, expanding its spicy series [2] - Nestlé Coffee has refreshed its American coffee family with three new products using Yunnan Arabica coffee beans [5] - Aldi opened its first store in Kunshan, focusing on zero membership fees and low-priced small packaging [5] - Yili introduced a new crispy cheese product, utilizing a vacuum microwave process developed over three years [5] - Nestlé launched a new Absolute Dark Tea Coffee series, featuring a blend of coffee and tea polyphenols [5] Investment and Financing - Autonomous robot company completed A round financing of several hundred million yuan, led by Meituan [7] - Spanish second-hand platform Percentil was acquired for €610,000, avoiding bankruptcy [9] - Steve Madden established a joint venture to re-enter the Chinese market, marking its third attempt [9] - E-bike manufacturer Tezos secured Pre-A round financing of 50 million yuan for product development and market expansion [10] - Snack brand Farmley raised $40 million in C round financing, bringing total funding to $54.7 million [10] Major Company Developments - Taiping Bird announced a new brand positioning aimed at high-quality development in the apparel industry [13] - Unilever decided to close its clean beauty brand Ren due to internal factors and market challenges, with plans to shut down by Q3 2025 [13] - Qeelin announced Chinese table tennis player Wang Chuqin as its brand ambassador [13] - Neta Auto closed its first dealership in Indonesia as part of a strategic decision to adjust operations [13] - Meituan plans to invest $1 billion in its food delivery service Keeta in Brazil over the next five years [15]

Core Insights - The article discusses the innovative development of crispy cheese snacks by Yili, which aims to break the traditional perception of cheese as a children's snack and expand its consumption scenarios [3][4]. Group 1: Product Innovation - Yili's new crispy cheese product, "Miao Zhi," has been developed over three years using vacuum microwave drying technology, creating a unique "crunch" sound and texture [3][4]. - The crispy cheese retains the nutritional benefits of cheese, with a cheese content of at least 76%, providing approximately seven times the protein and eleven times the calcium of regular milk per 100g [4]. Group 2: Market Trends - The cheese category is experiencing rapid innovation and iteration, with a significant number of new SKUs introduced in the market, indicating a vibrant product development environment [5]. - Despite challenges in market share and pricing, industry participants remain optimistic about the future of the cheese category [5][7]. Group 3: Sales and Distribution - Yili's cheese products have seen a steady increase in market share, with a reported 19.1% market share in the 2C business, up 1.5 percentage points from the previous year [9]. - The company aims for a growth target of over 15% for its cheese division this year, focusing on product innovation and strengthening local supply chains [9].