10月24日，由南方都市报湾财社主办的2025责任中国ESG年度盛典，在广州隆重举行。来自ESG领域领 军企业、专家学者及公益组织齐聚一堂，共同探讨企业社会责任与环境、社会及治理（ESG）发展的新 路径。活动现场，联合利华大中华区企业传播和公共事务负责人党敏在分享中表示，公司的可持续发展 深度融入企业的商业目标，企业围绕气候、塑料、自然，和生计这四大方面制定目标，以履行企业"让 可持续生活触手可及"的使命。 采写：南都湾财社记者 冯家钜 党敏 具体来看，在气候方面，企业致力于到2039年实现全价值链的净零排放；在自然领域则致力于构建有韧 性、可再生的自然生态系统；在塑料领域，企业在原生塑料的使用上做减法，在回收再生塑料的使用比 例上做加法；在生计方面，重点帮助价值链中的小农户和中小企业发展业务，提升他们的生活水平。 作为全球快消巨头，联合利华进入中国市场已超过100年，在中国，联合利华运营包括清扬洗发水、多 芬、中华牙膏、凡士林、奥妙等40个品牌，拥有8大生产基地及物流中心，在上海设立了全球研发中 心，产品服务覆盖80%的中国城镇家庭。 党敏在分享中表示，联合利华致力于为中国消费者提供优质产品和服务，同时注重 ...

Core Insights - Unilever is undergoing a significant organizational transformation, including a review of 200 key management positions, with approximately 25% of executives potentially facing restructuring [1][2] - The new CEO, Fernando Fernandez, is committed to evaluating the performance of these executives to enhance management effectiveness [2] - This restructuring is part of a broader initiative that includes a plan to cut around 7,500 jobs globally over the next three years, aiming to save approximately $800 million [2][4] - Unilever has also announced the divestiture of its ice cream business, which accounts for about 16% of its global sales, as part of a strategic focus on core consumer goods [2][3] Financial Performance - Unilever's revenue for the fiscal year 2024 reached €60.8 billion, reflecting a modest year-on-year growth of 1.9%, while net profit has seen a double-digit decline for the second consecutive year [4] - The company has faced performance challenges, with sales growth in 2022 driven primarily by price increases, and overall performance declining in 2020 and 2023 [4][6] - The board includes activist investors advocating for change, highlighting the urgency for Unilever to adapt its strategy [4] Strategic Focus - Unilever is concentrating on 30 core "power brands" that contribute approximately 70% of its sales, while avoiding large-scale acquisitions to maintain strategic focus [6][7] - The company has been actively divesting non-core brands, including the recent sale of over 20 beauty brands and exiting the water purification market [6][7] - Significant investments have been made in marketing these core brands, with nearly €700 million allocated in the first half of the year, resulting in a 4% sales increase for these brands [6] Challenges in China - Unilever's performance in China has been under pressure, with sales experiencing a mid-single-digit decline, contrasting with growth in other regions [8][11] - The company has acknowledged that the Chinese market's unique dynamics and changing consumer behaviors pose challenges for its traditional strategies [8][11] - In response, Unilever is investing in product innovation and local brand partnerships to better align with Chinese consumer trends [11][12] Competitive Landscape - The Chinese hair care market has surpassed ¥30 billion, growing at 33% year-on-year, intensifying competition for Unilever [12] - Local competitors and established brands are aggressively entering the market, necessitating continuous innovation from Unilever's legacy brands to maintain market share [12]

Group 1 - Unilever has sold its ice cream business in Venezuela to Mack de Colombia CA, effective from July 3, involving the Tio Rico brand and related facilities, with financial details undisclosed [1] - The decision to partner with Mack was based on their professional capabilities, corporate values, and long-term business development plans, ensuring a smooth transition for employees, customers, and partners [1][2] - Venezuela's economic environment is facing multiple challenges, including high inflation and currency market imbalances, which have severely restricted business operations [1] Group 2 - The sale reflects the survival difficulties of the private sector in Venezuela under complex economic conditions and indicates a strategic adjustment trend among multinational companies amid geopolitical fluctuations and inflation pressures [2] - Unilever continues to operate its personal care brands like Dove in the Chinese market, indicating no exit from that sector, while maintaining a diverse product portfolio for Venezuelan consumers [2] - The divestment of non-core assets allows Unilever to focus on its core business, while Mack's entry into the ice cream sector presents an interesting case for future operational strategies and market performance [2]