Core Insights - The Chinese cheese industry is experiencing significant growth, driven by consumer demand for high-quality, nutritious products and supported by favorable policies [2][3][4] - Miaokelan Duo aims to achieve cumulative revenue of 19.9 billion yuan over three years, focusing on product innovation and market penetration to elevate the cheese consumption trend in China [1][6] Group 1: Market Potential - As of 2023, China's retail cheese consumption has reached parity with Japan, yet per capita consumption remains low at 200 grams compared to 2000 grams in Japan, indicating substantial growth potential [2][3] - The cheese market in China is projected to exceed 30 billion yuan by 2025, supported by government initiatives and increasing consumer health awareness [2][3] Group 2: Company Strategy - Miaokelan Duo is implementing a dual-driven strategy (B+C) to enhance brand value and product matrix, aiming to lead the transition from milk consumption to cheese consumption [1][6] - The company has established a comprehensive supply chain and quality management system to ensure product safety and innovation in cheese production [1][5] Group 3: Financial Performance - In 2024, Miaokelan Duo reported revenue of 4.844 billion yuan, with a 6.92% increase in cheese business revenue and a significant net profit growth of 89.16% [6] - The company aims for a cumulative revenue of no less than 19.9 billion yuan and a net profit of at least 990 million yuan from 2025 to 2027 [6][7] Group 4: Industry Trends - The cheese segment is recognized as a rapidly growing and active market within the dairy industry, with retail cheese product sales growing at an annual rate of 21% from 2015 to 2022 [3][4] - The industry is shifting towards high-value, refined processing of dairy products, with a focus on original cheese production and innovative snack products [2][5]

原奶下行周期机遇 在奶酪细分赛道中，原制奶酪因其更高的技术门槛和附加值，正成为头部乳企的必争之地。本报记者实地探访妙 可蓝多吉林工厂时观察到，工人们正在生产线上忙碌。作为妙可蓝多最早期的核心工厂之一，吉林工厂目前主要 生产原制马苏、常温奶酪棒、手撕奶酪等产品。2022年开始，妙可蓝多加大了在原制奶酪领域的研发和生产，吉 林工厂成为承担原制奶酪研发和生产的核心基地。 在接受记者采访时，蒯玉龙表示，原制奶酪生产面临技术和成本两大挑战，由于原制奶酪需以鲜奶为原料，并最 终面向C端市场，企业不仅要突破生产工艺难题，还需应对安佳、恒天然等国际品牌的竞争。他透露，妙可蓝多 吉林原制奶酪新工厂预计明年投产，以进一步优化供应链，提升成本竞争力。 尽管前景广阔，但中国奶酪市场仍处于早期培育阶段。蒯玉龙指出，奶酪消费的两大核心指标是渗透率和购买频 次。目前，国内奶酪的C端渗透率不足1/3，远低于类似渠道的低温酸奶等品类。"支付能力并非用户不买的最大阻 力。" 他表示，企业要想在奶酪的业务上继续深耕，就必须着力强化奶酪的渗透率以及消费者的购买频次，新渠 道新媒介教育推广任重道远。 近年来，中国乳制品行业进入深度调整期。传统液态奶消 ...

CRCINDEX 世研消费指南计系列榜单 品消费热浪指数榜 Vol 38 - | 部通 排名 | | 品类 | 指数 | | | --- | --- | --- | --- | --- | | 01 | 奶豆腐手撕奶酪 | 休閒食品 | 1.51 | NEW | | 02 | 云南版纳现摘妃子关荔枝4斤 | 主酵食品 | 1.28 | | | 03 | 光明优倍高品质鲜牛奶 | 主鲜食品 | 1.25 | NEW | | 04 | 老四川五香丰肉干 | 休闲食品 | 1.20 | NEW | | 05 | 蒙丰嚼拌食光酸奶 | 主酵食品 | 1.11 | NEW | | 06 | 宜品益安睡眠纯羊奶粉700g | 冲调议品 | 1.09 | ▲ 4 | | 07 | 雅培中老年营养品奶粉 | 冲滴次品 | 1.08 | NEW | | 08 | 三只松鼠唇目坚果750g/30包礼盒 | 休闲食品 | 1.04 | | | 09 | 三顿半 快次装速溶拿铁美式60颗 | 冲调议品 | 0.81 | | | 10 | 瑞幸咖啡元三里速溶冻干咖啡粉 | 冲调议品 | 0.74 | 7 4 | | | 元气森林O糖0 ...