2025年12月18日，海南自由贸易港全岛封关运作正式启动。这一重大举措标志着海南迈向更高层次的开 放新阶段，正式成为我国新时代对外开放的重要门户。 而这片贸易热土下的海南达川食品有限公司，早以积极姿态率先布局，新质生产力赋能产业结构升级， 完成了从传统制造到智造的转变。 2025年3月落成并全面投运的海南达川二期扩产项目，建成了涵盖原料处理、HPP超高压杀菌、无菌灌 装等环节的智能化生产线，更有智能库、信息中心加持，以智能升级夯实产能基石，用先进技术锁鲜天 然珍馐。 封关全面启动后，海南达川作为自贸港政策的深度参与者与积极实践者，将承接并转化自贸港封关运作 释放的"零关税"、"加工增值免税"等核心政策红利，为全面推动自贸港热带特色高效农业的产业升级贡 献"海南达川"力量。 用"零关税"，提升全球竞争力 依托加工增值30%免关税政策，海南达川生产的椰浆、热带果蔬浓缩汁等产品，将更具国际竞争力优 势，高效进入全球供应链体系。 用"个税优惠"，发展新质生产力 自贸港针对高端紧缺人才的个税优惠政策，有助于达川吸纳高端研发、管理人才，为达川持续技术创新 与国际化管理注入更多优质人才。 *图为海南达川信息中心 依托"零 ...

【环球时报综合报道】 编者的话： 当前，中国与东南亚的农产品贸易合作蓬勃发展，泰国、越南、印尼等国家输华水果清单不断拉长。继榴梿之 后，来自东南亚的椰子也成为备受中国消费者青睐的"明星水果"。4月份，中国首次从印尼进口的鲜食椰子顺利抵达福建省福州长乐国际机场。同 月，中国海关总署发布公告称允许符合相关要求的马来西亚鲜食椰子进口。此前，柬埔寨于去年2月正式向中国出口新鲜椰子。另有数据显示， 2024年泰国出口椰子超八成运往中国市场。这些动态和数据表明，中国庞大的消费市场为东南亚椰业提供了广阔机遇。同时中企在当地的投资也 带动了相关产业链的升级，中国消费市场与东南亚椰子产业正形成"双向奔赴"的局面。 传统贸易链条正被重塑 在许多东南亚国家，椰子几乎是日常生活中最常见的农产品。走在街头，冰镇椰青水、椰子冰激凌、椰丝糕等小吃随处可见；超市货架上摆满椰 子油、椰蓉等各类产品；家庭烹饪中，椰浆是制作仁当牛肉、椰奶汤等传统美食不可或缺的原料。 如今，印尼、泰国、越南、柬埔寨等国的椰子正加速进入中国市场。印尼中央统计局数据显示，2025年1月至5月，印尼对中国椰子出口达到20.44 万吨，同比增长47%，主要产品包括整椰、椰 ...

Core Insights - The dairy market is experiencing intensified competition and a trend towards diversified and quality-driven consumer demand by 2025 [1] - Panda Dairy is focusing on concentrated dairy products, achieving notable operational results through market expansion, product innovation, and brand development [1] Financial Performance - In the first half of the year, Panda Dairy reported revenue of 353 million yuan and a net profit of 41.34 million yuan [2] - The traditional product, condensed milk, continues to perform well due to brand strength and a reliable supply chain, catering to the food service and beverage industries [2] Sales Strategy - Panda Dairy employs a "mainly distribution, supplemented by direct sales" model, with a strong presence in East and South China, having 146 distributors in East China and 89 in South China [2] - Direct sales to major food manufacturers have seen significant growth, enhancing the company's reputation and influence in the industry [2] Product Development - The company is actively expanding into the cheese and cream segments of concentrated dairy products, targeting the family consumption market with children's cheese and cheese snacks [2] - Panda Dairy is also focusing on plant-based products, launching coconut and rice-based items that have gained traction in tea and coffee applications [3] Growth in Plant-Based Segment - The plant-based product line generated revenue of 36.81 million yuan, marking a substantial 97% year-on-year increase, driven by the coconut product business [3] - The Hainan production base is crucial for this segment, with a production capacity of 4,810.93 tons in the first half of 2025 and plans to expand to 23,000 tons annually [3] Research and Development - The company has obtained a total of 77 patents and is collaborating with universities and research institutions to enhance its R&D capabilities [3] Future Vision - Panda Dairy aims to become the leading professional player in the concentrated dairy product sector, focusing on condensed milk, cheese, and cream while also advancing plant-based business development [4]

Core Insights - Panda Dairy reported a slight decline in revenue for the first half of 2025, achieving 353 million yuan, while net profit attributable to shareholders was 41.34 million yuan [1] - The company maintains a leading position in the concentrated dairy product sector, with concentrated dairy products generating 268 million yuan in revenue, a year-on-year increase of 3.80% [1] - The plant-based product line has emerged as a significant growth area, with coconut product revenue reaching 36.81 million yuan, marking a substantial year-on-year growth of 97.00% [2] Business Performance - Concentrated dairy products remain the main revenue driver, with a gross margin of 34.63%, up 0.87 percentage points from the previous year [1] - The company has a strong presence in East and South China, with 146 and 89 distributors respectively in these regions [1] - The cheese and cream segments are also showing promising results, with a focus on both B2B and B2C markets [1] Sales Channels - The company employs a "mainly distribution, supplemented by direct sales" strategy, with 400 signed distributors covering over 30 provinces [3] - Direct sales to major food manufacturers generated 83.97 million yuan, reflecting a 42.01% increase year-on-year [3] Innovation and R&D - Panda Dairy has secured 77 patents, enhancing its competitive edge through customized solutions for clients [3] - The company received a first-class award for technological advancement from the China Dairy Industry Association in 2025 [3] Future Outlook - The company plans to continue focusing on condensed milk, cheese, and cream while expanding into plant-based products [3] - The operational efficiency of production bases in Zhejiang, Shandong, and Hainan is expected to support future growth [3]