(作者｜周琦 编辑｜张广凯) 又一高端牛奶低下头颅。 据南都报道，谢添地新规格产品已跌入三元区间，曾经比金典、特仑苏贵一截的标价，如今在同一货架 上反倒成了"低价担当"。 2021年，广州越秀集团掏出30亿元现金+债转股方案，把曾市值蒸发90%、黯然退市的辉山乳业收编， 成立"越秀辉山"。 将"2025年营收破百亿、择机上市"，作为复兴计划，而谢添地是越秀辉山为上市故事准备的第一颗"高 端棋子"。 但在需求疲软、库存高企、竞品围剿的夹击下，越秀选择战略后撤，谢添地也不得不低头。 2024年11月，谢添地以高举高打的姿态登场。 黑土娟姗纯牛乳250ml单盒定价12.8元，黑土A2β酪蛋白纯牛乳定价7.8元，蛋白质含量高达4.3g/100ml， 比市面上绝大多数UHT奶高出20%以上。 越秀乳业宣称，该产品使用"最顶级奶源"，辉山自营的"黑金奶源带"娟姗牛群，及A2基因筛查奶牛。 为快速让谢添地打响知名度，越秀直接直接锁定湖南卫视头部综艺，《声生不息·港乐季2》《声生不息· 大湾区季》两档节目。 有媒体报道，节目总冠名费用据业内估算在8000万元级别。 因其在节目中独特的亮相方式，让"不是所有奶都叫特仑苏，但每个 ...

Core Insights - The FBIF2025 Food and Beverage Innovation Forum and Exhibition was held in Shanghai, showcasing global food industry innovations and gathering industry elites [1] - Yili, a leading dairy company, emphasized its commitment to innovation and consumer-centric approaches to enhance market activity and development [1] Group 1: Innovation Strategies - Yili adheres to the philosophy of "no innovation, no future," focusing on full-chain innovation to create high-quality dairy products for consumers [2][3] - The company enhances milk production by improving the quality of feed and nutrition for dairy cows, including the addition of DHA-rich algae powder to feed, resulting in milk containing 12mg of DHA per 100ml [3] - Yili's full-chain innovation spans upstream to downstream, improving milk source construction, developing natural functional raw materials, and creating new high-quality dairy products to meet diverse consumer needs [3][4] Group 2: Product Development - Yili combines traditional Chinese medicine theories with modern dairy technology to launch functional products, such as cheese sticks for instant noodles and yogurt with a unique texture [4] - In 2024, new product revenue accounted for over 15% of Yili's total revenue, with continued focus on taste innovation, functional nutrition breakthroughs, and new consumption scenarios in 2025 [5] - Yili employs advanced processing technologies to enhance the value of dairy products, achieving over 90% retention of lactoferrin in ambient pure milk through innovative extraction techniques [5] Group 3: Market Impact - Innovation is identified as a key driver for high-quality development in the dairy industry and a core engine for boosting consumption [5] - Yili aims to provide comprehensive nutritional solutions throughout the consumer lifecycle, showcasing China's dairy quality and innovation at FBIF2025 [5] - The company plans to continue focusing on consumer needs and collaborating with partners to explore new paths for dairy development, aiming to lead the industry with superior innovative products [5]

Core Insights - In 2024, the company achieved a total revenue of 115.78 billion yuan, maintaining its position as the leading dairy company in Asia, with a net profit of 11.539 billion yuan, reflecting a year-on-year growth of 12.2% [1] - The company reported unexpected growth in both revenue and net profit in the first quarter of 2025, indicating strong operational performance [1] Business Performance - The liquid milk segment implemented various measures to navigate a complex market environment, focusing on quality as its strongest competitive advantage [3] - The company’s flagship products, such as the JinDian brand, have successfully positioned themselves in the organic market, with high-end products like JinDian active lactoferrin organic milk and JinDian Hulunbuir organic milk leading the quality upgrade [3] - The yogurt brand Anmuxi launched the world's first room-temperature active probiotic yogurt, enhancing its market share in the segment [3] - The company has partnered with Tongrentang to develop functional dairy products targeting specific consumer health needs, resulting in significant sales growth for new products [3] Market Trends - The low-temperature business segment has shown resilience, with new products like Changqing grain explosion yogurt and Gonglao colorful yogurt receiving positive market feedback, contributing to significant growth in low-temperature yogurt sales [4] - The JinDian fresh milk product has become a consumer favorite, leading to over 30% year-on-year revenue growth in the high-end low-temperature white milk category [4] - The company has successfully adjusted its inventory structure and product offerings, positioning itself for sustainable growth in the future [4] Overall Industry Position - The company’s liquid milk business generated 75.003 billion yuan in revenue in 2024, maintaining the highest market share in the industry [5] - The company’s overall performance across all product categories has established it as a leader in the industry, with rapid growth in milk powder and continued leadership in the ice cream segment [5]