Core Viewpoint - The collaboration between Bright Dairy and the Shanghai International Film Festival highlights the integration of dairy products with high-end cultural events, showcasing the brand's commitment to innovation and cultural resonance [2][16]. Group 1: Event Participation - Bright Dairy's flagship product, Bright Youbei, was prominently featured at the 27th Shanghai International Film Festival, emphasizing its "strong protective power" theme [2][5]. - The brand's protection zone at the red carpet event attracted significant attention, with numerous stars and creators stopping to take photos, making it a highlight of the opening night [5][10]. Group 2: Brand Engagement - Brand ambassador Wu Lei's presence at the event added a personal touch, as he shared nostalgic memories related to Bright Dairy, enhancing the emotional connection between the brand and the audience [7][15]. - Bright Youbei launched interactive activities during the festival, such as a "scan to win points" campaign, allowing consumers to win movie tickets, thereby enhancing consumer engagement [10][12]. Group 3: Product Innovation - The new Bright Youbei 5.0 product features 300mg/L of immunoglobulin and 5.0g/100ml of fresh milk protein, aligning with the festival's theme of "every frame is life" [10][16]. - The product's packaging was specially designed to reflect the film festival's spirit, incorporating elements of film and city landmarks, which further connects the product to the cultural event [10][12]. Group 4: Strategic Collaboration - Since announcing its strategic partnership with the Shanghai International Film and Television Festival on May 22, Bright Dairy has focused on merging the nutritional attributes of its products with the cultural value of film [15][16]. - The festival, running until June 22, serves as a platform for Bright Dairy to explore innovative models that link dairy products with cultural experiences, aiming to enhance brand value and consumer experience [16].

Core Viewpoint - The article highlights significant developments in the new consumption sector, including brand endorsements, international expansions, and strategic partnerships, indicating a dynamic market landscape. Group 1: Brand Endorsements and Partnerships - MAIA ACTIVE announced actress and singer Yu Shuxin as its brand ambassador, marking an important advancement for the brand since its acquisition by Anta Group in 2023 [2] - Actor Wu Lei has been appointed as the brand ambassador for Bright Dairy's premium product line, aiming to enhance consumer health protection through a dual strategy of fresh nutrition and celebrity influence [3] - Meitu announced a strategic cooperation with Alibaba, involving a $250 million convertible bond investment, which will support Meitu's growth and innovation [5] Group 2: International Expansion - LILANZ opened its first overseas store in Malaysia, representing a significant step in its internationalization strategy [2] - Luckin Coffee plans to establish 30 Brazilian coffee-themed stores nationwide, alongside the launch of a Brazilian coffee museum [4] Group 3: New Product Launches - Lebao Beer introduced a new music-themed can, inspired by music festival rhythms, aiming to connect with consumers through a unique product experience [5] - The DTC jewelry brand Palmonas is set to raise $6.5 million in its first round of institutional financing, focusing on semi-fine jewelry production [8] Group 4: Company Developments - Juewei Foods established a wholly-owned subsidiary in Changsha, expanding its business training and catering services [8] - Adidas opened its first global flagship store on Anfu Road in Shanghai, representing a high-level entry into the sports fashion market [9] - Lawson China has expanded its coverage to 124 cities, indicating significant growth in its convenience store operations [9]

Core Viewpoint - The event "Leading Freshness, Freshly Unveiling the Future" by Bright Dairy emphasizes the company's commitment to high-quality development through innovation and research, aiming to showcase the strength of China's dairy industry to the world [1][33]. Group 1: Event Highlights - The launch event took place at the Shanghai World Reception Hall, a significant venue for showcasing the city's image and hosting major activities [1]. - Bright Dairy announced the appointment of popular actor Wu Lei as the brand ambassador for Bright Youbei, aiming to enhance consumer health protection through a combination of fresh nutrition and celebrity influence [1][7]. Group 2: Leadership Statements - Huang Liming, Chairman of Bright Dairy, expressed the company's responsibility to lead the industry into the future, focusing on quality and innovation to create healthier and safer dairy products [4]. - The company aims to strengthen its core competitiveness and become a guardian of public health and industry development [4]. Group 3: Product Innovations - Bright Youbei has undergone a significant upgrade, now offering 5.0 ultra-fresh milk that contains 5 grams of high-quality protein, 1.7 times that of regular milk, and 300 mg/L of active immunoglobulin for enhanced consumer protection [12][20]. - The company has pioneered the use of five active nutrients on product packaging and was the first to achieve Shanghai brand certification for fresh milk [12]. Group 4: Research and Development Collaborations - Bright Dairy has established partnerships with various professional institutions to enhance its research ecosystem, including a long-term collaboration with Jiangnan University [14][17]. - The company is set to conduct clinical trials on probiotics and their effects on children's health and cognitive function in collaboration with Shanghai Children's Hospital and other research institutions [17]. Group 5: Community Engagement and Health Initiatives - The company launched a "National Nutrition Health Plan Upgrade" featuring new products aimed at weight management, aligning with the theme of the 11th National Nutrition Week [22]. - Bright Dairy's "Love and Nutrition Touching Communities" initiative aims to expand its outreach to various community settings, enhancing access to nutritious dairy products [27]. Group 6: Cross-Industry Collaborations - Bright Dairy announced a strategic partnership with the Shanghai International Film and Television Festival to integrate quality dairy products with cultural events, enhancing brand visibility [29]. - The company aims to create a new future for the dairy industry through cross-industry collaborations that resonate with consumers [29].

Core Viewpoint - The event "Leading Freshness, Unveiling the Future" by Bright Dairy aims to showcase the strength of China's dairy industry and its commitment to high-quality development through innovation and research [3][5]. Group 1: Company Developments - Bright Dairy has appointed actor Wu Lei as the brand ambassador for its "Youbei" brand, aligning with the brand's image of freshness and innovation [4]. - The upgraded "Youbei 5.0" product contains 5 grams of high-quality milk protein, which is 1.7 times that of regular milk, and includes 300 mg/L of active immunoglobulin for enhanced consumer protection [4]. - The company launched a new series of products focused on weight management, including "UFIT," "Youbei 5.0 Protein 0 Fat Ultra Fresh Milk," and others, as part of the "55 Shopping Festival" [7]. Group 2: Industry Context - The Chinese dairy industry is facing challenges such as unstable comprehensive benefits, uncoordinated development between farming and processing, and imbalances in product supply and demand [5]. - The industry is at a critical juncture, needing to innovate and adapt to overcome rising costs, price fluctuations, and declining profits [5]. - The event coincided with the 11th National Nutrition Week, emphasizing the importance of balanced nutrition and health management [6]. Group 3: Research and Innovation - Bright Dairy has established partnerships with various research institutions to enhance its research ecosystem, focusing on nutrition throughout the consumer lifecycle [6]. - The company signed a strategic cooperation agreement with Jiangnan University and initiated clinical trials on probiotics to improve health outcomes [6]. - The emphasis on technological innovation is seen as essential for the future development of the dairy industry, particularly in breeding, smart factories, and processing [6]. Group 4: Brand and Market Position - Bright Dairy has a history of innovation, being the first in the industry to achieve several milestones, including the introduction of active nutritional information on packaging and leading sales in fresh milk [4]. - The company has implemented a unique "Thousand Farm" standard for digital management of dairy cows, ensuring high-quality milk sources [8]. - Bright Dairy's commitment to quality and safety is reflected in its fully traceable production processes and smart factory operations [8].

Core Viewpoint - The dairy industry faced significant challenges in the past year, but Bright Dairy has managed to achieve its profit targets despite a decline in liquid milk revenue and overall market pressures [1][4]. Financial Performance - Bright Dairy reported a total revenue of 24.28 billion yuan and a net profit attributable to shareholders of 722 million yuan for the year 2024, meeting its profit goals [1]. - Revenue from liquid milk decreased by 9.47% year-on-year to 14.166 billion yuan, while other dairy products saw a 5.87% increase to 7.791 billion yuan [1]. - The company generated approximately 2.2 billion yuan from its livestock and other segments [1]. - Internationally, revenue from the investment in New Zealand's Newlite contributed 7.439 billion yuan, accounting for over 30% of total revenue [1]. Market Outlook - The chairman of Bright Dairy, Huang Liming, described the current dairy market as having both challenges and opportunities, with short-term impacts from raw milk price fluctuations and changing market demands [4]. - The company anticipates a total revenue target of 26.196 billion yuan and a net profit of 339 million yuan for the current year, aiming for a return on equity greater than 3.48% [4]. Strategic Initiatives - Bright Dairy plans to enhance profitability through various strategies across its operations, including improving milk production quality, optimizing production capacity, and leveraging technology in logistics [4]. - The company aims to maintain its market share in fresh milk, expand into instant retail channels, and explore the tea beverage raw milk market [4]. - In response to weak consumer demand, Bright Dairy is focusing on partnerships with B2B sectors, particularly in the restaurant and tea beverage industries, exemplified by its collaboration with MANNER Coffee [4][5]. Growth Plans - The management highlighted plans to continue promoting key products like Bright Youbei and Rushi, while also customizing dairy products for specific channels such as fresh tea drinks and baked goods [5]. - The company intends to penetrate the instant retail market and enhance the quality of traditional distribution channels to improve overall operational efficiency [5].