全球冰淇淋市场迎来了一个里程碑时刻——占据最大市场份额的梦龙冰淇淋公司(The Magnum Ice Cream Company N.V.，以下或简称梦龙)正式在三地实现上市。 12月8日，梦龙冰淇淋公司正式宣布在阿姆斯特丹、伦敦和纽约三地证券交易所上市。上市首日，梦龙 在阿姆斯特丹证券交易所的收盘价为每股12.97欧元，涨6.31%，总市值约为79.41亿欧元(约合653亿元人 民币)，在纽交所的收盘价为每股14.92美元，涨2.19%，在伦敦交易所的收盘价为每股11.22英镑，涨 2.04%。 市值超640亿元、年营收规模接近80亿欧元，梦龙这一冰淇淋领域的巨无霸，掀开了新的发展篇章。 回顾联合利华冰淇淋业务的发展历程，可追溯到1913年。 彼时，一位屠夫为改善香肠销量在夏天下滑的情况，决定拓展冰淇淋销售业务，但想法因战争被搁置。 1922年，利华兄弟公司收购了该企业，随着来自美国的大型商用冰柜开始批量涌入，Wall's(和路雪)冰 淇淋品牌诞生。 由此看来，梦龙冰淇淋公司实际上是一家发展已有百年的企业。根据梦龙冰淇淋公司招股书，按照2024 年销售额计算，该公司在全球冰淇淋市场占据21%的市场份额，位居 ...

Core Viewpoint - Dream Company has officially announced its listing in Amsterdam, London, and New York, marking its independence from Unilever and positioning itself for global expansion in the ice cream market [3][4]. Group 1: Company Overview and Market Position - Dream Company is the largest ice cream company globally and has become one of the few consumer goods companies to list in multiple locations [3]. - China is one of the top ten markets for Dream Company, with brands like Cornetto, Magnum, and Häagen-Dazs being significant players [4][5]. - The company aims to enhance its channel density, product layout, and supply chain strategy in China following its listing [7]. Group 2: Strategic Plans and Organizational Changes - Dream Company has restructured its organization into 24 profit-and-loss units to improve decision-making speed and execution efficiency [9]. - The company plans to expand its freezer network, currently owning about 3 million freezers globally, which represents 30% of the total ice cream freezer market [9][10]. - The internal metric for measuring market saturation is based on the number of freezers per population, indicating significant growth potential in the Chinese market [10]. Group 3: Product Innovation and Market Strategy - Future innovation will focus on health-oriented products, including reduced sugar and enhanced dietary fiber options, while also expanding product forms [12]. - Dream Company maintains a premium positioning in the Chinese market, where competition is fierce among lower-priced ice cream brands [12]. - The company plans to reduce costs and increase profit margins through supply chain transformation and operational efficiencies [13]. Group 4: Local Adaptation and Management - Dream Company has established a local team in China, with leadership experienced in the market, to address localization challenges [14][15]. - The company has a research and development center in Shanghai and a state-of-the-art factory in Taicang, enhancing its production capabilities for the Asian market [15]. - Revenue projections for 2024 and the first half of 2025 are €317 million (approximately ¥2.616 billion) and €270 million (approximately ¥2.229 billion), respectively, indicating significant growth [15].

（原标题：全球最大冰淇淋公司上市，对中国市场影响几何？丨消费参考） 21世纪经济报道记者贺泓源、实习生李音桦 全球最大冰淇淋公司梦龙如期上市。 12月8日，该公司正式开始在阿姆斯特丹泛欧交易所、伦敦证券交易所和纽约证券交易所三地上市交 易。 从联合利华分拆后，梦龙成为独立冰淇淋巨头，其旗下拥有梦龙、和路雪、可爱多、Ben & Jerry's等众 多知名品牌。据联合利华披露，2024年，其冰淇淋业务收入达到79亿欧元（约合人民币666亿元），调 整后EBITDA达到13亿欧元（约合人民币110亿元），在全球冰淇淋零售市场的占有率约为21%。 按2024年营收计算，在全球前五大品牌中，梦龙占据了4席——和路雪（28亿欧元）、梦龙（18亿欧 元）、Ben & Jerry's（11亿欧元）、可爱多（7亿欧元）。 但要看到，不同于在全球市场的所向披靡，梦龙在国内相对弱势。 在中国，排名第一的冰淇淋公司是伊利。 事实上，相关投入已在增长。今年上半年，梦龙的广告促销费用增加了500万欧元，原因之一便是在华 增加社交媒体和数字营销活动投入。 梦龙披露数据显示，中国为其全球前十大市场之一。按2024年零售额份额算，梦龙为中国第 ...

Core Viewpoint - The article discusses the recent corporate changes at Unilever's ice cream business in China, specifically the transition of ownership from Unilever to Magnum Investment (Shanghai) Co., Ltd, and the implications of this shift for the ice cream market in China [1][6]. Group 1: Corporate Changes - Unilever's ice cream business in China has undergone a significant change, with the original shareholders exiting and Magnum Investment (Shanghai) Co., Ltd taking full ownership [1][4]. - Magnum Investment was established on April 11, 2025, with a registered capital of 1.542 billion RMB, focusing on food sales and related services [4][5]. Group 2: Market Strategy and Product Launch - The newly formed Magnum Ice Cream Company launched its first product, "Chun Qiao Cone," priced at 34.9 RMB for a pack of three, targeting major retail channels like Hema and 7-11 [6]. - The marketing strategy includes leveraging global ambassador Jackson Wang for promotional activities, resulting in significant social media engagement with over 100 million views on related topics [6]. Group 3: Financial Performance and Future Outlook - Unilever's ice cream business has faced challenges, with a reported 0.9% decline in overall revenue to 1.48 billion euros in Q1 2025, despite a 3% increase in underlying sales [13][15]. - The ice cream segment is projected to generate approximately 8.3 billion euros (about 63 billion RMB) in sales for 2024, constituting 13.7% of Unilever's total revenue [14]. - Unilever's CEO emphasized a focus on strong sales-driven growth and aims to restore profit margins to 45% [13].