Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) showcased a shift in food and beverage companies from simple product promotion to creating multi-dimensional sensory experience spaces, highlighting the integration of experiential economy and supply chain strength [1] Group 1: Key Highlights of the Expo - The first highlight is the use of humanoid robots as "traffic engines" at exhibition booths, enhancing audience interaction and engagement [2] - The second highlight is the introduction of innovative products, such as Qingdao Beer’s freshly launched raw beer and other fresh series products, emphasizing the importance of supply chain innovation [3] - The third highlight is the transformation of booths into "immersive experience spaces," where companies engage consumers through multi-sensory interactions, moving beyond traditional marketing [4] Group 2: Industry Trends and Competitive Landscape - The Chain Expo serves as a premier platform for showcasing global supply chain resources, with 35% of exhibitors from overseas and participation from over 500 leading companies [5] - The event highlights the competition among top food and beverage companies in demonstrating their supply chain capabilities, from raw material control to ecological construction [6] - Companies like Junlebao and Yili are showcasing their integrated supply chain strategies, emphasizing innovation and self-sufficiency in the dairy industry [7][8]

Core Insights - Junlebao Dairy Group has launched the world's first "Brain-Body Dual Excellence" research model for infant formula, focusing on the development of children's cognitive and physical abilities [1][2] - The research model incorporates active immunoglobulin IgG and high-absorption sn-2 DHA, achieving "international leading level" recognition from the China Food Science and Technology Society [1][2] - The formula supports healthy growth in five key areas: brain development, bone growth, immune regulation, vision development, and gut health [1] Research and Development - The "Brain-Body Dual Excellence" model is a significant milestone for Chinese infant formula, pushing it towards the global value chain's top [2] - The innovative sn-2 DHA solution enhances brain energy efficiency and absorption, marking a new direction for formula optimization [2] - The formula is designed to simulate the nutritional structure and proportions of breast milk, focusing on cognitive, immune, absorption, bone, and vision health [2][3] Nutritional Science - Active immunoglobulin IgG, a key immune component in breast milk, is preserved in Junlebao's formula to enhance the immune response in infants [3] - The company emphasizes a comprehensive and balanced approach to infant nutrition, considering five critical areas to prevent nutritional deficiencies or excesses [2] Company Vision and Strategy - Junlebao aims to provide top-quality infant formula globally, having invested over 10 billion yuan in building a full industry chain from pasture planting to dairy farming and research [3] - The company is committed to continuous research and innovation, ensuring the safety and high quality of its products while integrating global research resources [3]

Group 1: Nike and Amer Sports Pricing Strategies - Nike plans to increase prices on certain products in the U.S. market starting next month, with a maximum increase of $5 for shoes priced between $100 and $150, and $10 for shoes priced above $150. Products under $100, children's items, and popular "Air Force One" shoes will not see price increases [1] - Amer Sports, the parent company of Arc'teryx, indicated that if tax rates rise, it expects an EPS impact of $0.05, corresponding to about 100 basis points of margin pressure. The company plans to counteract tariff impacts through price increases, supplier negotiations, and supply chain adjustments [1] - Amer Sports reported a 23% year-over-year revenue growth to $1.473 billion in the first quarter, with adjusted net profit rising significantly from $39 million to $148 million [1] Group 2: Regional Performance and Growth - Amer Sports' Technical Apparel segment saw a 28.4% year-over-year revenue increase to $664 million, with direct-to-consumer sales up 31% and same-store sales up 19% [2] - The Outdoor Performance segment, including Salomon, experienced a 24.9% revenue growth to $502 million, driven by over 60% growth in the Greater China and Asia-Pacific regions [2] - In the first quarter, sales in the Greater China region surged 43.1% to $446 million, nearly matching North America's sales of $465 million, which grew by 12% [2]

Core Viewpoint - Junlebao Dairy has launched a new milk powder strategy, introducing the world's first "dual excellence" research model focused on children's brain and physical development, and has appointed actress Yang Mi as the brand ambassador for its milk powder products [1][3]. Group 1: Company Developments - Junlebao Dairy has invested over 10 billion yuan in the past 12 years to build a comprehensive supply chain that includes pasture planting, dairy farming, and research and production [1]. - The company has developed a milk powder formula that supports infant growth in multiple areas, including brain development, bone growth, immune regulation, vision development, and gut health [1]. - The new research achievement has been evaluated by the Chinese Institute of Food Science and Technology and a team of authoritative experts, reaching an "international leading level" [1]. Group 2: Scientific Innovations - The "dual excellence" research model focuses on high absorption rates of sn-2 DHA and active immunoglobulin IgG, which are key components for optimizing milk powder formulas [1][2]. - The sn-2 DHA solution, developed in collaboration with Jiangnan University, has shown higher brain energy supply efficiency in clinical tests, indicating a significant advancement in milk powder formulation [2]. - Junlebao's unique research process preserves the activity of immunoglobulin IgG, enhancing immune cell activity and providing a new approach to improving infant immunity [2]. Group 3: Marketing and Brand Strategy - Yang Mi's appointment as the brand ambassador is based on her thorough investigation of Junlebao's entire supply chain, including farms, factories, and research institutes [3]. - The launch event emphasized the theme "Moms who understand formulas choose Junlebao," aiming to lead the milk powder industry upgrade with new research findings [3].

Core Viewpoint - Junlebao Dairy Group has launched its first "Brain-Body Dual Excellence" research model for infant formula, focusing on the development of children's cognitive and physical abilities [1][3]. Group 1: Research and Development - The "Brain-Body Dual Excellence" model combines active immunoglobulin IgG and high absorption sn-2 DHA, aiming to support infant health in five areas: brain development, bone growth, self-regulation, vision development, and gut health [3]. - The research has been evaluated by the Chinese Institute of Food Science and Technology and a panel of experts, including two academicians, confirming its leading level in the industry [3]. Group 2: Brand Promotion - Famous actress Yang Mi has been announced as the brand ambassador for Junlebao infant formula, expressing her support for the company's commitment to safeguarding the growth of the next generation [3]. - Yang Mi highlighted the "scientific spirit" of Junlebao, which reflects the company's dedication to providing high-quality nutrition for Chinese children [3]. Group 3: Company Vision and Strategy - Junlebao's founder and president, Wei Lihua, stated that the company's mission is to ensure every Chinese child has access to top-quality infant formula [4]. - Over the past 12 years, Junlebao has invested over 10 billion yuan in building a comprehensive supply chain, including pasture planting, dairy farming, and research and production, to ensure the safety and high quality of its products [4]. - The company aims to continue enhancing research and innovation to protect children's growth through scientific nutrition [4].

一杯牛奶撬动大市场：解码乳业的提振消费范式。 作者：林夕 封图：图片资料室 你每天都喝牛奶吗？ 这款上市近6年的鲜奶品牌，已经成为了中国高端鲜奶的领先品牌。这个产品也再次印证了君乐宝所坚持的创新路径是可行的。魏立华介绍："君乐宝 在技术创新、研发上，始终在围绕消费者的需求点去研究。企业创新就是不断否定自己、否定现在，才会有美好的未来。" 悦鲜活是君乐宝在2019年推出的产品，彼时君乐宝在酸奶、奶粉等市场上的地位已经很稳固。然而君乐宝敏锐地捕捉到，消费者对于健康和高品质鲜 奶的需求愈发强烈。于是君乐宝通过技术攻关，创新采用INF0.09秒超瞬时杀菌技术，更多保留牛奶中的天然活性物质、保持牛奶的营养品质。 新产品一经推出，便得到了消费者的欢迎：这款产品解决了"鲜奶保质期太短"的痛点，满足了消费者对于高品质鲜奶的需求。更重要的是，君乐宝开拓 了乳业细分领域、新消费品类和场景。 有数据统计，中国人每年的人均饮奶量还不到世界平均水平的一半，而饮用型牛奶也只是乳制品消费里很基础的品类，简而言之就是中国人目前尚处 于"喝"奶阶段，而发达国家早已升阶为"吃"奶阶段了。 如何提升国民乳制品的消费量，并且不断提升乳制品品质？在消 ...