转自：北京日报客户端 2026年开年，深圳的消费者梁女士向北京商报记者表示，在本地配送平台鲜颂佳预订的羊奶已经停摆数 周，数千元预付款也没了下文。1月1日，深圳的数百位消费者收到通知，鲜颂佳的母公司因资金链断裂 而关门，预存的羊奶均被暂停配送，涉及飞天、皇氏水牛、妙羊E家、首府等品牌。1月8日，不少消费 者收到由红星美羚旗下新公司配送的试饮装羊奶，让这场"断奶"风波有了一丝平息的迹象。不过，红星 美羚的救场能否解决断供危机仍存诸多未知。 超4.9万盒羊奶"不翼而飞" 2025年12月中旬，梁女士发现，鲜颂佳的配送员连续多天没有将羊奶放在家门口，打开小程序才注意到 433盒已被锁定，暂时无法配送。 梁女士向北京商报记者提供的一张转账记录和一张发票显示，收款商户为"深圳市龙岗区晋鹏鲜奶配送 中心"（以下简称"深圳晋鹏"），销售方为"深圳市品鼎供应链管理有限公司"（以下简称"深圳品 鼎"）。 像梁女士这样的案例不在少数。在一个名为"鲜颂佳羊奶集结"的微信群内，据北京商报记者不完全统 计，截至今年1月4日，有来自深圳市、广州市、东莞市、佛山市、韶关市等地的超过250名消费者进行 了缺货登记，鲜颂佳拖欠数量超过4.9万 ...

01："中老年大学习" 大伙儿常说，一代人有一代人的鸡蛋要领。 现在看来，这都算低估了时局的严峻程度，因为，爱领鸡蛋的那辈人，又有"新鸡蛋"可以领了...... 在过去一整年内，越来越多的网友发现自家爸妈开始迷上了"听网课"。 听网课，被撒网 每天雷打不动地掏出手机听讲座，不仅会认真记笔记，写感悟，还会按时上交自己的"课后作业"。 起初大伙还在感慨互联网改变生活，爸妈终于不再痴迷于刷短视频了，上上"老年网络大学"也挺好。 结果，这些所谓"网课讲座"听了个把月后，家中逐渐堆砌起了一箱箱的"保健品"，那时才发现大事不妙。 认真听课，激情消费 这种现象背后绕不开一个新词儿——"私域直播"。 首先，私域直播与私域经济等概念密切相关，"私域经济"近年来被多次提及，相比于公域流量，其目标受众更加垂直，变现也更迅速，该特性吸引了不少 人入局，其中就包括盯上中老年人群的骗子。 相较于抖音快手等公域平台，私域直播通常借助微信群、企业微信、小程序等途径来完成对私域流量的营销。 这就意味着，比起直播监管相对严格的公域平台，私域直播能够更加隐蔽、灵活、无痕的进行。 通常而言，这些私域直播会选用微信群作为核心组织形式，每日在群内发布特 ...

HID A 100 司在服 下 一网 occeee 伊利股份半年报显示，其奶粉及奶制品业务收入同比增长14.26%，婴幼儿奶粉零售额实现双位数增 长，市场份额达到18.1%，首次跃居中国市场第一。蒙牛奶粉业务也实现2.46%的增长。 健合集团上半年营收同比增长5.2%至70.2亿元，其中婴幼儿营养与护理业务（BNC）成功止跌回升，营 收达25.0亿元，同比增长2.9%。旗下合生元奶粉在中国内地销售额同比增长10.0%，大幅超越行业0.2% 的整体零售增幅；其在超高端细分市场份额从12.9%提升至15.9%，创历史新高。 在新生儿数量持续承压的背景下，2025年中国奶粉市场却走出了一波逆势回暖的行情。多家主流乳企业 绩回升，高端赛道增长强劲。此番回暖并非市场容量扩张所致，而是乳企转向价值深耕、低线市场释放 潜力，叠加国家生育补贴等政策红利共同作用的结果，标志着行业正从规模竞争迈向结构性增长的新阶 段。 2025年的中国奶粉市场，绘就了一幅"冰与火"交织的行业图景。一方面，新生儿数量持续承压，存量竞 争日益激烈；另一方面，多家主流乳企业绩却逆势回升，高端与超高端奶粉赛道成为强劲的增长引擎。 行业在深度调整后，迎来 ...

在经历了龙宝宝带来的回暖后，2025年的婴配粉市场迎来了久违的"平静"，市场回暖、秩序逐步恢复，让行业在深度调整中"缓了一口气"。但今年出生人口 数下滑的预期、下半年奶粉红利的衰退，让行业也在悄悄做好新一轮竞争的准备，无论是乳企悄悄调整产品结构，还是渠道的加速整合，都让这平静之下暗 流涌动。 行业今年"缓了口气" 上午9点半，山东威海小型母婴连锁创始人王浩按时打开了店门，冬季的威海也是旅游淡季，城市也看起来冷清了许多，整个上午只有几个客人进店，但他 也习以为常。"来人就卖、不来人就歇着。"王浩告诉记者。 王浩从事母婴行业已经十六年，经历了疫情期间生意断崖式下跌和疫情后激烈的奶粉价格战，如今门店的生意规模比疫情前有近5成的下滑。好在龙年出生 人口数的回升，让奶粉市场价盘和秩序开始恢复正常，也让王浩今年感觉市场重新有了生气，让人有种"缓了口气"的感觉。 不过在王浩看来，这种平静感并不是来自于行业回暖，而更像是来自新常态的逐步建立。今年以来，奶粉市场破价促销和窜货情况有明显好转，门店奶粉销 售量也终于止住了下滑，门店利润也有所回升。企业也适应了新市场趋势，经销商的业务员也少了几分焦虑感，不再一个劲地往店里跑，而是" ...

2025年的中国奶粉市场，在多重变量交织中绘就了一幅"冰与火"的行业图景：一边是新生儿数量持续承 压、存量竞争日益激烈，另一边却是多家主流乳企业绩逆势回升，高端与超高端奶粉赛道增长强劲。 随着国家层面生育补贴政策首次以现金形式落地，以及消费升级趋势在低线市场持续渗透，奶粉行业在 深度调整后迎来结构性复苏。系统复盘2025年中国奶粉行业的变革与突围可以看到，奶粉销售回暖并非 偶然，而是乳企多年深耕产品、渠道与品牌的结果。 多家乳企业绩逆势回暖 高端赛道成增长引擎 2025年上半年，国内奶粉市场呈现出显著的业绩分化与整体回暖态势。以健合集团、澳优乳业、伊利等 为代表的多家乳企，在婴幼儿配方奶粉板块实现营收与利润双增，扭转了此前行业整体增速放缓甚至下 滑的局面。 伊利奶粉及奶制品业务收入同比增长14.26%，婴幼儿奶粉零售额实现双位数增长，市场份额达到 18.1%，首次跃居中国市场第一；蒙牛奶粉业务也实现2.46%的增长。 健合集团半年报显示，公司上半年营收同比增长5.2%至70.2亿元，其中婴幼儿营养与护理业务（BNC） 营收25.0亿元，同比增长2.9%。尽管BNC增速在集团三大业务中居末，但标志着该业务成功止 ...

2025年的中国奶粉市场，在多重变量交织中绘就了一幅"冰与火"的行业图景：一边是新生儿数量持续承压、存量 竞争日益激烈，另一边却是多家主流乳企业绩逆势回升，高端与超高端奶粉赛道增长强劲。 随着国家层面生育补贴政策首次以现金形式落地，以及消费升级趋势在低线市场持续渗透，奶粉行业在深度调整 后迎来结构性复苏。系统复盘2025年中国奶粉行业的变革与突围可以看到，奶粉销售回暖并非偶然，而是乳企多 年深耕产品、渠道与品牌的结果。 外资品牌方面，达能中国专业特殊营养业务销售同比增长12.9%，a2牛奶、菲仕兰等也录得正向增长。然而，市 场并非全面繁荣——飞鹤、贝因美等部分头部企业上半年业绩仍面临压力，显示出行业在复苏过程中结构性分化 的特征。 高端赛道成增长引擎 2025年上半年，国内奶粉市场呈现出显著的业绩分化与整体回暖态势。以健合集团、澳优乳业、伊利等为代表的 多家乳企，在婴幼儿配方奶粉板块实现营收与利润双增，扭转了此前行业整体增速放缓甚至下滑的局面。 伊利奶粉及奶制品业务收入同比增长14.26%，婴幼儿奶粉零售额实现双位数增长，市场份额达到18.1%，首次跃 居中国市场第一；蒙牛奶粉业务也实现2.46%的增长。 到 ...

Core Insights - The 2026 Infant Formula Feeding Trends Report indicates that the Chinese infant formula market has entered a phase of refined nurturing and high-quality development, driven by consumption upgrades and policy support towards "premiumization and functionality" [1][2] - Goat milk formula has emerged as a core growth driver in the market due to its differentiated advantages [1] Consumption Trends - Urban families' average annual spending on infants aged 0-3 years increased from 35,000 yuan in 2020 to 52,000 yuan in 2025, with a significant rise in monthly spending on formula for mixed-feeding families [1][14] - The proportion of high-end products (priced above 350 yuan) continues to expand, reflecting a clear trend towards premiumization in consumer preferences [1][14] - New parents show a higher willingness to pay, averaging 351 yuan per can, and are more inclined to pay a premium for design and brand appeal [45] Feeding Behavior and Demand - Mixed feeding remains the mainstream method, accounting for 42% of practices, with cow's milk formula at 53% and goat milk formula at 19% [2][16] - Key pain points for parents include digestion issues, allergic reactions, and weak immunity, with different age groups having distinct needs [2] - The "5P selection model" for choosing formula emphasizes quality safety, formula composition, nutritional balance, production processes, and milk source selection [2] Goat Milk Formula Growth - Goat milk formula is projected to have a compound annual growth rate (CAGR) of 9.6% from 2018 to 2024, significantly outperforming cow's milk formula, which is expected to decline at -3.4% [2][18] - 83% of consumers have switched from other formulas to goat milk formula, highlighting its growing popularity [2] Channel and Brand Trends - Online platforms, particularly Xiaohongshu, have become key for consumer engagement, with 110 million users in the maternal and infant sector [3] - JD.com dominates the B2C market with a 53% share, focusing on quality assurance and efficient supply chains [3][28] - Future goat milk brands will focus on quality visualization, taste optimization, trial experiences, cross-category expansion, and scientific education to enhance consumer trust [3] Nutritional Focus - Parents prioritize quality safety, comprehensive nutrition, and functional formulas when selecting infant formula [34] - The most sought-after nutritional elements include HMO, probiotics, and DHA/ARA, with significant increases in search interest for these components [36][37] Market Dynamics - The demand for early-stage formula (0-6 months) has surged, with search interest for stage one and two formulas increasing by 84% and 22% respectively [39][41] - The market is witnessing a shift towards high-quality development, with a focus on enhancing the nutritional profile and functionality of products [20][39]

有受访者向记者展示了母亲发给某保健品销售人员的一段语音，老人对他们的信任之情，有时甚至超过 了家人。这名受访者呼吁，相关部门应加大打击力度，并加强典型事例宣传，"让更多老年人能真正识 破这些骗局"。 转自：法治日报 □ 本报记者 张守坤 □ 本报见习记者 王宇翔 "今天是活动最后一天！" 电视屏幕里，销售人员一边电话连 线观众，一边高声催促："库存紧张，仅剩8组了。"这种常见于电视购物频道的营销话术，经常让一些 老年人盲目下单。王先生的父亲正是其中之一。 家住山东的王先生不久前签收了一份快递——他70多 岁的父亲通过观看电视购物节目，购买了羊奶粉、驼奶粉各一箱，共花费近2000元。 "老人最近睡眠质 量不好，总是睡不踏实。主持人介绍，这些羊奶粉、驼奶粉的功效之一就是帮助提高睡眠质量，尤其适 合老年人喝。"王先生告诉记者，父亲对这些宣传话术深以为然，认为这是电视上推荐的，"质量有保 证，肯定靠谱"。 据王先生观察，这个购物节目售卖的商品以老年人为目标，不仅有羊奶粉，还有各种 功效的"保健饮料"，宣称可以治疗腰膝酸软、四肢无力、脾胃不和、腹泻便秘等各种问题。 随着我国 经济社会发展和老年人口数量增长，老年群体对身 ...

Core Insights - The Inner Mongolia Specialty Agricultural Products Promotion Event took place in Guangzhou, showcasing a variety of high-quality agricultural and livestock products from Inner Mongolia, attracting significant interest from local residents and tourists [1][3] Group 1: Agricultural Production - Inner Mongolia ranks first in China for the production of beef, lamb, and milk, with key industry chains generating over 700 billion yuan in value [3] - The region exports over 500 billion jin of grain annually, along with more than 8 million tons of milk and 1.8 million tons of beef and lamb [3] Group 2: Market Engagement - The "Grassland Market" attracted over 200,000 visitors in the Beijing Road business district on the day of the event [4] - Local consumers showed strong interest in products such as natural sheep milk powder, with significant sales reported at various stalls [3][4] Group 3: Strategic Collaborations - The event was supported by multiple cities in Inner Mongolia and aimed to enhance agricultural cooperation between Guangdong and Inner Mongolia [4] - Partnerships were formed between Bay Area enterprises and Inner Mongolian agricultural companies to streamline the distribution of products from Inner Mongolia to the Bay Area [4]

Core Viewpoint - The Inner Mongolia Specialty Agricultural Products Promotion Event in the Guangdong-Hong Kong-Macao Greater Bay Area aims to enhance the integration of Inner Mongolian agricultural products into the Bay Area market, showcasing high-quality products and fostering cooperation between Inner Mongolian enterprises and Bay Area buyers [3][5][10]. Group 1: Event Overview - The promotion event took place in Guangzhou from November 25, lasting for two days, featuring the exhibition and sale of high-quality agricultural and livestock products from Inner Mongolia [3][4][14]. - The event was guided by various governmental bodies, including the Inner Mongolia Autonomous Region Agricultural and Animal Husbandry Department, and supported by multiple cities within Inner Mongolia [8][9][10]. Group 2: Product Highlights - Inner Mongolia is recognized for its rich agricultural resources, with 2024 projections indicating that beef and lamb production will remain the highest in China, and the total output value of seven key industrial chains will exceed 700 billion yuan [19][20][21]. - The region has been focusing on enhancing the quality and competitiveness of its agricultural products, aiming to integrate them into the national market [22][24]. Group 3: Market Integration Efforts - The event serves as a bridge for Inner Mongolian products, such as beef, dairy, and specialty grains, to enter the Greater Bay Area, which is the largest agricultural product consumer market in China [32][40][41]. - The promotion activities have included strategic partnerships and collaborations with Bay Area enterprises to facilitate the distribution of Inner Mongolian products [47][80][82]. Group 4: Cultural Engagement - The event featured cultural performances, including traditional Mongolian music and dance, to create an immersive experience and attract consumer interest in Inner Mongolian products [11][86][90]. - The promotion utilized media engagement strategies to enhance visibility and consumer awareness of Inner Mongolian products, resulting in significant foot traffic at the event [84][91].