21世纪经济报道记者贺泓源北京报道 | 姓名 | 性别 | 年齢 | 职务 | | | --- | --- | --- | --- | --- | | 席刚 | 場 | 53 | 重事长 | 现任 | | Liu Chang | 女 | 45 | 重事 | 现任 | | 李巍 | 女 | 72 | 重量 | 现任 | | 朱川 | 場 | રેરે | 董事、总裁 | 现任 | | 刘栩 | 場 | 45 | 畫事 | 现任 | | 戸市基 | 場 | 53 | 独立董事 | 现任 | | 景で | 場 | 53 | 独立董事 | 现任 | | 杨志清 | 場 | 63 | 独立董事 | 现任 | | 陈碧 | 女 | 48 | 独立董事 | 现任 | 新乳业的董事会。图片来源：该公司2024年年报 刘畅的新乳业 需要注意的是，此番减持，对于新乳业的股权结构影响非常有限。 此前披露的公告显示，截至2024年末，新乳业总股本为8.61亿元，自然人LiuChang（刘畅）通过UDL持有新乳业股权比例为65.07%；新希望集团董事长刘永 好通过新希望投资集团持有新乳业15.41%的股份。 刘永好之女刘畅正在减持她个 ...

"新五年战略"行至中途，新希望乳业（002946.SZ）开始描摹新的增长图景。 在6月10日举办的新希望乳业2025投资者大会现场，董事长席刚提出，"必须跳出存量市场的内卷，依托 消费者更鲜、更美和多样化的新需求，在创新和增量中寻找解法。" 品类战略正式由此前的"鲜酸双强"升级至"三鲜鼎立"，在鲜奶、酸奶的基础上新增饮品。 公司表示饮品品类的发展仍将聚焦低温领域，但具体产品计划仍在规划。 乳品行业仍处在深度调整期。 2024年，我国乳制品总产量降至2962万吨，同比减少1.9%；液态奶产量出现五年来首次下滑，人均奶 类消费量同比下降5.6%。 营收同比微降2.9%，至106.7亿元；净利润维持双位数增速，同比增长24.8%，达5.4亿元。 拉动未来增长的"三驾马车"确定为：以24小时系列鲜奶、朝日唯品系列为代表的高端化全国发展战略， 以新希望三牧乳业凉山雪为代表的本地化下沉市场深耕战略，以及谋求出海发展第二增长曲线。 行业观点认为，中国乳业的产品和产业已经趋向成熟，拓展海外市场的时机正在到来。 新希望乳业副总裁张帅表示，新乳业现已建立了四洲六国的全球研发布局，未来将依托新希望集团深厚 的产业链体系和全球化发展 ...

Core Viewpoint - New Hope Dairy is focusing on innovation and consumer demand for fresh and diverse dairy products to navigate the challenges of a slowing market and declining consumption [1][2] Industry Overview - The domestic dairy industry is characterized by intense competition with a trend towards increased concentration among leading companies [2] - In 2024, China's total dairy production is projected to decline to 29.62 million tons, a decrease of 1.9% year-on-year, with liquid milk production experiencing its first drop in five years [2] - Per capita dairy consumption is expected to decrease by 5.6% year-on-year, indicating a shift in consumer behavior towards value and quality [2] Company Strategy - New Hope Dairy is committed to a "fresh strategy" that emphasizes product innovation across various categories, including fresh milk and beverages [3] - The company aims to enhance its competitive edge through the integration of AI and synthetic biology in its production processes [3] - New Hope Dairy's revenue for 2024 is projected at 10.665 billion yuan, a slight decrease of 2.93% year-on-year, while net profit is expected to rise by 24.8% to 538 million yuan [3] Growth Drivers - The company identifies three key growth drivers: high-end product development, deepening market penetration, and international expansion [4][5] - The "24-hour" fresh milk series and local market strategies are expected to contribute significantly to revenue growth, with high-end products seeing over 15% year-on-year revenue increase [5] - New Hope Dairy is also focusing on innovative distribution channels, including partnerships with major retailers and the establishment of fresh milk stores [5] Strategic Partnerships - New Hope Dairy has formed a strategic partnership with the Norwegian Gene Cow Breeding Association to introduce and cultivate Norwegian Red Cattle, enhancing its product offerings [6] - The company has already launched its first Norwegian Red Milk product, which has received positive market feedback [6]