Core Insights - Recent reports indicate a price increase in infant formula products from brands such as Aptamil, Royal FrieslandCampina, Wyeth, Beingmate, and a2, primarily influenced by promotional activities on platforms [1][2] - Domestic milk powder brands are recovering from a price war that lasted four years, while foreign brands are experiencing price increases due to strict control over supply and pricing [1][4] Price Fluctuations - Consumer reports on social media highlighted price increases for several milk powder brands, but investigations revealed that price changes were largely due to promotional activities rather than consistent price hikes [2][3] - For instance, the price of Royal FrieslandCampina's formula fluctuated between 298 yuan and 356 yuan per can, showing a price difference of 58 yuan [2] Market Dynamics - The domestic infant formula market is undergoing a deep adjustment phase, with increased consumer demand for high-end products containing HMO and A2 protein [4][6] - Foreign brands have maintained a dominant position in the high-end market, with companies like FrieslandCampina and Danone reporting significant revenue growth driven by their premium product lines [6][7] Raw Material Costs - The increase in prices for foreign milk powder is also attributed to rising costs of international bulk powder raw materials, with New Zealand's whole and skim milk powder prices increasing by 2.1% and 0.4%, respectively [5] - Factors such as high European milk prices and inflation have contributed to the rising costs of raw milk [5] Strategic Focus - Companies are advised to focus on three key areas: enhancing high-end product development, strengthening niche market offerings, and optimizing channel strategies to improve brand loyalty [7] - The future competition in the dairy industry is expected to shift from product sales to providing comprehensive nutritional solutions throughout the consumer lifecycle [7]