8月18日，新西兰a2牛奶公司（The a2 Milk Company）宣布以2.82亿新西兰元对价，收购蒙牛子公司雅 士利国际旗下的新西兰奶粉工厂（以下简称"Pokeno工厂"）100%股权，以争取获得2个新国标中文标签 配方奶粉的注册机会，确保获得更广阔的中国市场准入。 蒙牛方面回复新京报记者称，出售新西兰资产，是公司近两年来主动管控资本性支出、评估低效资产、 调整优化资产组合的系列管理动作的一部分。目前蒙牛国际化业务主要依靠冰淇淋品牌"艾雪"和婴幼儿 奶粉品牌"贝拉米"，拓展东南亚、拉美等新兴市场。 收购雅士利新西兰工厂 根据公告，a2牛奶公司此次收购雅士利Pokeno工厂，是基于"无债务、无现金"基础。收购完成后，a2牛 奶公司计划在新Pokeno工厂推出一个为期多年的投资计划，拟投资约1亿新西兰元提升产能，逐步新增 超过100名员工，为现有及未来团队提供发展机会。 购入资产的同时，a2牛奶公司和中国牧工商集团还计划将各自持有的马陶拉乳业（Mataura Valley Milk）股权有条件出售给第三方。 a2牛奶公司董事长Pip Greenwood表示，收购Pokeno工厂及剥离马陶拉乳业，是公司供应 ...

Core Insights - In the first half of 2025, Mengniu Dairy Company has made significant progress in its internationalization strategy, with multiple brands performing well in overseas markets [1] - The company is focusing on high-growth potential markets and optimizing global resource allocation through a "one body, two wings" strategic framework [1] Group 1: International Expansion - The Aisle Ice Cream brand has maintained its leading position in Southeast Asia while gradually expanding into emerging markets such as Africa and Latin America [1] - Aisle has received over $100 million in additional investment from strategic shareholders to support its rapid expansion in Southeast Asia and other new markets [1] - Aisle's localized operational strategy has led to rapid business scale expansion since entering the Indonesian market in 2015 [1][2] Group 2: Product Development and Market Penetration - Aisle has developed a dessert series of ice cream products tailored to Indonesian consumer preferences, gaining market recognition [2] - The brand has implemented an "ice cabinet deployment plan," placing nearly 600,000 ice cabinets in rural areas, covering about 400,000 retail terminals [2] - Aisle's annual sales in Indonesia grew from 20 million to 1.2 billion yuan within three years, achieving a market share of 34% [2] Group 3: Supply Chain and Production - Aisle has established a complete localized supply chain system, including joint ventures for cold chain infrastructure and three self-built production bases in Indonesia [2] - The brand has built four production bases in Southeast Asia, creating a solid competitive barrier through its "R&D + channel + supply chain" localized operational model [2] Group 4: Global Strategy - Aisle is accelerating its global expansion by targeting Africa and Latin America, having completed the business structure setup for these regions [3] - In Africa, Aisle is forming a localized operational team and developing products suited to local consumer tastes and spending levels [3] - In Latin America, Aisle has chosen Brazil as its entry point and is building a localized marketing system [3] Group 5: Bellamy's Growth - Bellamy, as a key pillar of Mengniu's international strategy, is showing strong growth momentum in the Southeast Asian market [3] - The brand has successfully upgraded its product line in Vietnam, with new products launched in both Australia and Vietnam [4] - Bellamy's brand influence in Vietnam is increasing, supported by media coverage and visits from government representatives [4]

Food - Chinese food and beverage brands are increasingly entering global markets, shaping perceptions of China among overseas consumers [2][3] - Mengniu's Aijiao ice cream ranks first in Indonesia and second in the Philippines, showcasing the competitiveness of Chinese food brands in Southeast Asia [3] - The rise of Chinese supermarkets and food stores in Southeast Asia has led to increased interest in Chinese cuisine among local youth, creating a "reverse country of origin effect" [3] Housing - Chinese home and appliance products are becoming popular choices for overseas consumers due to their high cost-performance ratio and innovative designs [4] - Reports highlight the trend of overseas consumers purchasing home goods through Chinese e-commerce platforms, with significant interest in products like blenders and smart home devices [4] - Chinese brands like Roborock and Ecovacs are rapidly expanding in the Japanese market, with a notable presence in the smart home sector [4] Transportation - Chinese electric vehicles (EVs) and related industries are gaining traction globally, with significant market penetration in regions like South Asia [5][6] - In Nepal, 76% of imported electric vehicles in the 2023-2024 fiscal year are from China, indicating strong demand [5] - Chinese brands like BYD and Chery dominate the electric vehicle market in Southeast Asia, with 80% of EVs in the region being Chinese [5] Daily Use - Chinese cultural and digital products, including toys, jewelry, and beauty brands, are gaining global popularity due to innovative designs and cultural elements [7][8] - The success of brands like Pop Mart and Chinese jewelry companies reflects a shift in perception regarding Chinese creativity and quality [8] - Chinese beauty brands are leveraging social media platforms to reach global consumers, with products that fill gaps in the Western market [8]

以下文章来源于金错刀 ，作者江源 金错刀 . 科技商业观察家。爆品战略提出者。 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 凌晨3点一大帮老外都在排队，不知道的还以为是苹果出了最新款，没想到竟然只为了一台中国全 景相机。 中国的泡泡玛特发 LABUBU 新品，在美国排队更是 " 找不到队头也看不到队尾 " 。意大利米兰 抢购 LABUBU 的队伍直接排出 两条街道。 很多人想不到，同样的 " 东方魔法 " 在另一个国家：印尼也在上演。甚至势头有增无减。 有的老板因美国政策反复变动被逼疯，甚至有的品牌在中国几乎是小透明，但一到印尼就成了地头 蛇年入几亿。 越来越多的中国巨头开始在印尼挖掘新机会，卖雪糕、卖美妆、卖车卖手机 ...... 要统统承包印尼 人的衣食住行。 挥动钞票的不仅是中东土豪，还有印尼老铁。 扫码加我本人微信 如今，中国货成了硬控老外的代名词。 01 手机汽车： 离不开中国货，成为地头蛇 哪怕中国制造没有亲自来掘金，也能间接沾光。电商 Shopee 上 70% 的 3C 卖家来自华强北， 货架上 6 ...