转自：新华财经 当清晨的第一缕阳光掠过黄浦江，冷链车上的光明优倍鲜奶正驶入大街小巷。这杯承载城市记忆的乳品背后，是一场持续八年的双向奔赴——上海以制度创 新为沃土，光明乳业以战略升级为答卷，共同书写着营商环境优化的鲜活样本。 上海优化营商环境的迭代过程，正与光明乳业数字化变革节奏相向而行。在可预期、可感知、可评价的政策土壤中，企业不断释放品牌焕新与技术转型潜 能，助力构建以创新为核心的新鲜生态，推动传统乳业向高端化、绿色化、智能化加速跃升。 城企共鸣，牛奶里的城市营商样本 光明乳业的营商体验，折射的是城市治理逻辑的深刻演进——从单一政策供给向协同机制构建转变，从政府主导向多元主体共治转变，从静态制度供给向动 态场景创新转变。 企业的反哺同样深刻塑造着城市基因。光明乳业通过上海数据交易所发行全国首款公益数字资产"为'星星的孩子'点亮光明"，以区块链技术革新公益模式， 上线10分钟即售罄；其构建的乳业工业互联网平台作为上海首批"工赋链主"项目，赋能上下游40余家企业，物流调度效率提升30%。更值得称道的是"民生 温度"的具象化："光明随心订"平台350万家庭数据与城市健康服务体系联动，让社区智能奶站化身营养关怀驿 ...

Group 1: E-commerce Sales Growth - The "618" shopping festival is projected to reach a total e-commerce sales of 855.6 billion yuan in 2025, marking a year-on-year growth of 15.2% [2] - The duration of this year's "618" event has been extended from May 13 to June 18, compared to last year's May 20 to June 18, which may amplify this year's growth [2] - In May 2025, the total retail sales of consumer goods in China reached 41,326 billion yuan, with a year-on-year growth of 6.4%, driven by the "618" promotions and trade-in subsidies [2] Group 2: Dairy Industry Performance - Yili has increasingly focused on the "618" event, reporting a 12.3% year-on-year growth in user purchases on major e-commerce platforms during this period [5] - Yili's infant nutrition products saw a growth of over 33%, while its adult nutrition products topped the e-commerce sales charts [5] - Despite the growth, Yili's revenue in 2024 was 115.78 billion yuan, down 8.2% year-on-year, with liquid milk revenue declining by 3.1% [9][10] Group 3: Market Trends and Challenges - The overall demand in the dairy industry is contracting, with a 2.7% year-on-year decline in total sales across all channels in 2024 [10] - The infant formula market is shifting towards high-end products, with the ultra-high-end segment growing by 13.3% in early 2025, while other segments are experiencing declines [15] - Major brands like Danone and FrieslandCampina reported significant growth in their high-end infant formula products in 2024, indicating a trend towards premiumization in the market [16] Group 4: Pricing Strategies - Discounts in the infant formula market are limited, with brands like Feihe offering minimal promotions, contrasting sharply with aggressive discounting strategies seen in other sectors [13][14] - The fresh milk market is also experiencing limited discounts, with ongoing price wars among brands, but demand remains stable due to supply chain constraints [19][20]