Core Viewpoint - The Chinese dairy industry is undergoing a significant strategic transformation, shifting from a "scale expansion" model reliant on market penetration and capacity expansion to a "value enhancement" model focused on technological innovation, product differentiation, and value chain extension [5][6]. Group 1: Market Dynamics - The B-end dairy market is emerging as a new growth point, attracting major players like Mengniu and Yili, as the C-end market becomes saturated and competition intensifies [6][9]. - The total scale of the B-end dairy market has expanded to a trillion-level, driven by the rapid rise of coffee, baking, and tea industries, which have a growing demand for dairy products [9][12]. - The coffee market alone is projected to see a sales volume of 3.3 billion cups in 2023, with a growth rate of 37.5%, expected to reach 5 billion cups by 2025 [9][12]. Group 2: Domestic Market Trends - The domestic B-end market, particularly for high-end products like cream and cheese, has been dominated by international brands, with a domestic replacement rate of less than 30% [13][15]. - Domestic dairy companies are making strides in technology and production processes, which is breaking the previous dominance of foreign brands [13][15]. - The average price of fresh milk in major producing provinces has decreased, providing a cost advantage for domestic dairy companies in the B-end market [16]. Group 3: Competitive Strategies - Major dairy companies are rapidly expanding their B-end business through partnerships with restaurant chains and other strategies [20][21]. - Mengniu has launched a professional catering brand and focused on specific product lines to meet diverse professional needs [21][23]. - Yili has established a professional dairy application innovation center and expanded its B2B platform to enhance its B-end market presence [23][24]. Group 4: Challenges and Opportunities - The B-end market offers stable customer bases and large order volumes, which can lead to lower production costs and more direct market insights for dairy companies [27]. - However, competition in the B-end market is distinct from the C-end, focusing on product specialization, customization, and supply chain efficiency [29][30]. - Barriers to entry, such as technology, scale, and brand reputation, make it challenging for new entrants to compete effectively in the B-end market [32].

Group 1 - Portuguese products, especially wine and olive oil, are increasingly favored by Chinese consumers, with growing attention year by year [1][2] - The China International Import Expo (CIIE) has proven beneficial for Portuguese companies, facilitating transactions and establishing new relationships [2][5] - The participation of Portuguese companies in CIIE has increased, with many companies expressing high enthusiasm for the event [3][5] Group 2 - The CIIE provides an opportunity for Portuguese companies to understand the Chinese market and consumer trends, making it a strategic first step for market entry [6][10] - Portuguese companies have successfully established business connections and initial cooperation intentions with Chinese e-commerce platforms like Tmall International [5][8] - The event has significantly enhanced the visibility of Portuguese brands in China, with many companies reporting substantial sales growth after participating [8][10] Group 3 - There is a strong desire among Portuguese companies to expand cooperation beyond the food industry, particularly in technology innovation and renewable energy [10][11] - The collaboration potential between China and Portugal in emerging industries such as blue economy and electric vehicles is highlighted, with both countries emphasizing technological innovation and green development [10][11] - The eighth CIIE is expected to attract more Portuguese enterprises, showcasing their products and exploring new market opportunities in China [11]