Group 1: E-commerce Sales Growth - The "618" shopping festival is projected to reach a total e-commerce sales of 855.6 billion yuan in 2025, marking a year-on-year growth of 15.2% [2] - The duration of this year's "618" event has been extended from May 13 to June 18, compared to last year's May 20 to June 18, which may amplify this year's growth [2] - In May 2025, the total retail sales of consumer goods in China reached 41,326 billion yuan, with a year-on-year growth of 6.4%, driven by the "618" promotions and trade-in subsidies [2] Group 2: Dairy Industry Performance - Yili has increasingly focused on the "618" event, reporting a 12.3% year-on-year growth in user purchases on major e-commerce platforms during this period [5] - Yili's infant nutrition products saw a growth of over 33%, while its adult nutrition products topped the e-commerce sales charts [5] - Despite the growth, Yili's revenue in 2024 was 115.78 billion yuan, down 8.2% year-on-year, with liquid milk revenue declining by 3.1% [9][10] Group 3: Market Trends and Challenges - The overall demand in the dairy industry is contracting, with a 2.7% year-on-year decline in total sales across all channels in 2024 [10] - The infant formula market is shifting towards high-end products, with the ultra-high-end segment growing by 13.3% in early 2025, while other segments are experiencing declines [15] - Major brands like Danone and FrieslandCampina reported significant growth in their high-end infant formula products in 2024, indicating a trend towards premiumization in the market [16] Group 4: Pricing Strategies - Discounts in the infant formula market are limited, with brands like Feihe offering minimal promotions, contrasting sharply with aggressive discounting strategies seen in other sectors [13][14] - The fresh milk market is also experiencing limited discounts, with ongoing price wars among brands, but demand remains stable due to supply chain constraints [19][20]

昆明市市场监督管理局 昆明市市场监督管理局2025年第1期食品安全监督抽检信息公告 根据《中华人民共和国食品安全法》及其《食品安全监督抽检和风险监测工作规范》等规定，现将昆明市市场监督管理局2025年第1期食品安全监督抽 检信息公告如下： 本期公布的食品安全监督抽检产品为食用农产品、粮食加工品、乳制品、调味品、饮料等，抽检依据：GB 2760-2024《食品安全国家标准 食品添加剂 使用标准》、GB 2762-2022《食品安全国家标准 食品中污染物限量》、GB 2763-2021《食品安全国家标准 食品中农药最大残留限量》等标准及产品明 示标准的要求。抽检项目包括：铅（以Pb计）、苯甲酸及其钠盐（以苯甲酸计）、山梨酸及其钾盐（以山梨酸计）、黄曲霉毒素B1、糖精钠（以糖精 计）、甜蜜素（以环己基氨基磺酸计）、菌落总数、大肠菌群等指标。 特此公告。 | | | | 社区店 | | | | | --- | --- | --- | --- | --- | --- | --- | | 149 DBJXY25530127018ZX / | / | | 昆明泰和超市连锁 | | | 2024- | | | | | 经营有 ...