(作者｜周琦 编辑｜张广凯) 全球乳制品行业深度调整的背景下，荷兰乳业巨头菲仕兰宣布一项人事变动，这亦是其核心战略"远征2030"下的最新动作。 现任专业乳制品与贸易业务集团总裁Roger Loo将接替林万鹏（Harvey Uong），出任菲仕兰专业营养品全球总裁。 这项人事调整将于2026年4月1日正式生效。结束在菲仕兰超过13年的职业旅后，林万鹏将探索集团外机会。 刀口向内 此次人事调整并非孤立事件。 2023年6月，范宴德（Jan Derck Van Karnebeek）成为菲仕兰CEO。 菲仕兰CEO 范宴德 菲仕兰官网 菲仕兰监事会主席Sybren Attema曾表示，新CEO是一位经验丰富的消费品高管，"以善于团队合作而著称"。 范宴德在啤酒商喜力集团工作超27年，包括5年首席商务官和9年执行团队成员经历，并在荷兰、中国香港、斯洛伐克、奥地利等国家和地区工作过。 上任后，他提出"远征2030"战略，并于2024年1月1日开始实施。 该计划目的是通过赢得市场、扩大利润和提升现金流，三个维度来提升业绩。 同时，该计划还将菲仕兰划分为七大业务集团，其中就包含以中国婴幼儿奶粉为核心的专业营养品业务集团。 ...

Core Insights - FrieslandCampina reported a 6.4% year-on-year revenue growth to €6.847 billion for the first half of 2025, with operating profit rising to €363 million and net profit increasing to €230 million [1] - The professional nutrition segment saw an 18.1% revenue increase to €718 million, with operating profit up 61% to €219 million, driven by the growth of the infant formula brand "Friso" [1] - The Chinese market remains crucial for FrieslandCampina, with expectations of double-digit revenue growth for the full year 2025, supported by strategic leadership and local market responsiveness [1] Revenue and Profit Performance - FrieslandCampina's revenue for the first half of 2025 reached €6.847 billion, a 6.4% increase compared to the previous year [1] - Operating profit rose to €363 million, while net profit increased to €230 million [1] - The professional nutrition segment's revenue grew by 18.1% to €718 million, with a significant operating profit increase of 61% to €219 million [1] Market Position and Strategy - FrieslandCampina launched the Royal Friso Chunyue series of organic infant formula to strengthen its position in the high-end organic segment [2] - The company aims to differentiate itself in a saturated market by focusing on refined nutrition and scientific research [2] - The brand "Friso" holds the third-largest market share in the infant formula market in China, leading among international brands [1][2] Sustainability Initiatives - FrieslandCampina continues to promote sustainable development, releasing the "China Dairy Business Index Report" for the eighth consecutive year to understand new consumption trends [2] - The company initiated the "Protect Earth's Immunity Project," collaborating with partners to establish a dual protection system for maternal and child immunity and biodiversity [2] Operational Challenges - The supply of member milk decreased by 1.6% to 4.6 billion kilograms due to aging dairy farmers and industry uncertainties [3] - Despite challenges, FrieslandCampina successfully recruited new member dairy farmers, and milk prices are expected to rise by 19.1% compared to the previous year [3] - The company reported improved gross margins and positive operating cash flow, while continuing to focus on sustainable development partnerships [3] Future Outlook - FrieslandCampina anticipates potential revenue declines and profit pressures due to economic uncertainties in the second half of 2025 [3] - The company plans to strengthen its foundation to create value for members, consumers, and customers while advancing its sustainability strategy [3]