Group 1 - The core issue in the dairy industry is the mismatch between traditional dairy products and new consumer demands, particularly among young and elderly demographics [1][5] - The dairy industry in China experienced its first negative growth in five years, with total production dropping to 29.62 million tons in 2024, a decrease of 1.9% year-on-year [2] - Major dairy companies such as Yili, Mengniu, and Bright Dairy reported revenue declines of 8%-10% in 2024, reflecting the industry's overall downturn [2] Group 2 - Per capita dairy consumption in China fell to 41.5 kg in 2024, a decrease of 5.6% compared to the previous year, while global average consumption is around 140 kg [4] - The structure of dairy products in China is heavily reliant on liquid milk, which has reached a growth bottleneck, necessitating a shift towards high-value imported dairy products [4][5] - The rise of new consumption scenarios, such as ready-to-eat cheese and health-focused products, presents opportunities for growth in the dairy sector [5][7] Group 3 - Dairy companies are increasingly focusing on functional and health-oriented products, with major players like Yili and Mengniu prioritizing product innovation in this area [7][8] - The aging population in China is expected to create significant market opportunities for health-focused dairy products, particularly for the elderly demographic [8][9] - Reports suggest that the "quasi-elderly" group (ages 45-64) also faces nutritional imbalances, indicating a need for targeted dairy products to meet their specific health requirements [9]

5月22日，"循光成长 鲜启未来"光明乳业领鲜升级发布会在上海世界会客厅盛大启幕。世界会客厅作为 上海城市新地标，是展示城市形象的重要窗口,启用以来，举办过多场重磅活动，见证了上海与世界的 交流。光明乳业的领鲜升级发布会选址于此，也正是通过世界会客厅向全球发出中国乳业的声音——光 明乳业聚焦"循科研之光、焕生命营养、致领鲜未来"三大关键词，以守正创新绘就高质量发展蓝图，让 世界看见中国乳业的力量。发布会上，光明乳业启动领鲜成果发布，并官宣知名演员吴磊出任光明优倍 品牌代言人，以"鲜活营养+明星势能"双引擎，致力为消费者构建"更强保护力"的健康防线。 作为发布会的重磅环节，知名演员吴磊正式出任光明优倍品牌代言人。现场，由吴磊主演的三支光明优 倍最新广告宣传片全国首发，其阳光健康的形象与优倍"鲜活、创新"的品牌基因深度契合。对5岁便参 与拍摄光明乳业广告片的吴磊而言，此次再度回到光明乳业大家庭有种回家的亲切感。吴磊在现场表 示："牛奶是自己生活中必不可少的营养补充，之所以选择光明优倍，正是因为光明优倍的更高活性免 疫球蛋白能为工作、运动、健身中的自己提供更强保护力。" 光明乳业党委副书记、总裁贲敏现场为吴磊授予" ...

5月22日，"循光成长 鲜启未来"光明乳业（600597）股份有限公司（以下简称"光明乳业"）领鲜升级发 布会在上海世界会客厅启幕。 发布会现场，光明乳业与多家专业机构达成合作，升级科研生态圈，为消费者提供覆盖整个生命周期的 营养守护。 光明乳业供图 世界会客厅作为上海城市新地标，是展示城市形象的重要窗口，启用以来，举办过多场重磅活动，见证 了上海与世界的交流。光明乳业的领鲜升级发布会选址于此，正是通过世界会客厅向全球发出中国乳业 的声音——聚焦"循科研之光、焕生命营养、致领鲜未来"三大关键词，以守正创新绘就高质量发展蓝 图，让世界看见中国乳业的力量。 光明乳业党委书记、董事长黄黎明致辞时表示，作为百年乳企，光明乳业有担当、有责任引领行业开启 未来，将继续秉承匠心品质和创新精神，以益民为初心，为消费者打造更加健康、营养、安全的乳制 品，不断巩固品牌核心竞争力，矢志成为人民健康守护者和行业发展的引领者，让百年光明在新时代绽 放新的生机与活力。 鲜活升级 作为发布会的重磅环节，知名演员吴磊正式出任光明优倍品牌代言人。现场，由吴磊主演的三支光明优 倍最新广告宣传片全国首发，其阳光健康的形象与优倍"鲜活、创新"的品牌 ...