云南云南省怒江傈僳族自治州 近日，金领冠50°超凡守护公益行动在云南省怒江傈僳族自治州顺利落地，品牌向福贡县、贡山县母婴 家庭及重点帮扶对象捐赠了总价值超过百万元的婴幼儿奶粉和孕妇奶粉产品，同时组织开展乡村医生母 婴知识培训活动，助力当地公共卫生服务水平提升，加速生育友好型社会建设。 传承守护力量，护航中国宝宝健康成长 母婴健康是全民健康的基石，是实现健康中国战略目标的重要支撑。作为深受中国母婴家庭信赖的婴幼 儿配方奶粉品牌，金领冠自成立以来始终以守护中国宝宝健康成长为己任，一方面聚焦以科研赋能产品 迭代升级，不断为中国母婴群体提供更专业、科学的营养解决方案；另一方面则持续通过科学喂养理念 普及、关爱孕产妇群体等举措，为加速建成生育友好型社会提质增效。 伊利集团16亿元生育补贴 传递温情关怀，助力母婴健康水平提升 金领冠50°超凡守护公益行动，是金领冠助力伊利集团实现"全面价值领先"目标的关键之举，也是推动 中国母婴健康水平持续提升的重要发力点。 满载对中国母婴群体的关心关爱，2024年，金领冠正式启动50°超凡守护公益行动，至今已累计向有需 要的母婴家庭捐赠了超过859万元营养物资，全国8省24县近6000 ...

Core Viewpoint - The latest half-year report for 2025 reveals the strong growth momentum of Yili Group, highlighting its robust performance across various product categories and successful international expansion [1][4]. Financial Performance - In the first half of 2025, Yili achieved revenue of 61.933 billion yuan, a year-on-year increase of 3.37%, while the net profit attributable to shareholders after deducting non-recurring gains and losses reached 7.016 billion yuan, up 31.78%, setting a new historical high [4][6]. - The company maintains its position as the leading player in the Asian dairy industry, with a continued expansion of its competitive advantage [4]. Business Structure Optimization - Yili's business structure is continuously optimizing, with stable growth in its core liquid milk segment and significant market share gains in milk powder and cheese, contributing to the "second growth curve" [3][6]. - The revenue from milk powder and dairy products has increased from 11% of total revenue in 2019 to 27% in the first half of 2025, indicating a diversification and balance in product offerings [6]. Product Innovation and Development - Yili has launched several innovative products, including various types of tea and low-sodium mineral water for infants, which have received high market recognition and contributed to double-digit growth in the water beverage segment [7]. - The company has established a diverse product matrix, with leading brands in various categories such as liquid milk, infant formula, and ice cream, focusing on specific consumer segments and scenarios [7]. International Expansion - Yili's internationalization efforts are accelerating, with brands like "Jinlingguan" entering markets in Hong Kong and Saudi Arabia, and a notable presence at the 2025 FIBA Asia Cup [8][12]. - The overseas cold drink business has seen a revenue increase of 14.4%, while the infant goat milk powder segment has grown by 65.7% [8]. Global Supply Chain and Sustainability - The company is enhancing its global supply chain network, achieving efficient coordination between domestic and international markets, particularly in regions like Oceania and Europe [10][13]. - Yili is committed to building a sustainable ecosystem, with initiatives like the "Zero Carbon Alliance" and the "Global Low Water Footprint Initiative," which have seen significant participation from industry partners [15]. Research and Development - Yili has established a global innovation network with 15 innovation centers, collaborating with renowned universities and research institutions to drive advancements in nutrition, food safety, and sustainable packaging [15][16]. - The company emphasizes local adaptation in product development, tailoring offerings to meet regional tastes and preferences, which enhances brand resilience in international markets [18].

Core Viewpoint - The "Golden Crown 50° Extraordinary Guardian Public Welfare Action" aims to enhance maternal and infant health in China through donations and training, contributing to the establishment of a fertility-friendly society [1][4][11]. Group 1: Donation and Impact - The initiative donated over 1 million yuan worth of infant and maternal milk products to families in Zhenning County, Guizhou, benefiting local maternal and infant families [1][6]. - Since its launch in 2024, the program has donated over 6 million yuan in nutritional supplies, benefiting nearly 5,000 families across 21 counties in 7 provinces [4][11]. Group 2: Training and Support - The program included a training session for over 200 rural doctors on maternal and infant care, aimed at improving local healthcare services [6][8]. - The collaboration with the China Population Welfare Foundation and local health authorities emphasizes the importance of addressing real parenting needs [6][11]. Group 3: Brand Commitment and Initiatives - The company focuses on high-quality nutritional solutions and scientific feeding concepts to support maternal and infant health [9][11]. - The "16 billion yuan fertility subsidy plan" provides nutritional support and free products to eligible families, enhancing the overall parenting experience [11].

Core Viewpoint - The infant formula market is entering a "fertility subsidy" phase, with major companies like Yili, Junlebao, and Feihe announcing substantial subsidies to support pregnant families [1][10]. Group 1: Subsidy Announcements - Yili has launched a 1.6 billion yuan fertility subsidy, providing eligible families with at least 1,600 yuan in benefits, including eight nutritional products and twelve parenting rights [1]. - Junlebao also announced a 1.6 billion yuan subsidy for eligible families, starting from May 15 [9]. - Feihe has committed 1.2 billion yuan in subsidies, with eligible families receiving at least 1,500 yuan starting from early April [1][5]. Group 2: Implementation Differences - Feihe's subsidy process is relatively straightforward, allowing families to receive products quickly after verification [5]. - Yili's process is more complex, requiring participation in offline classes and specific product selection based on timing, which may not meet the immediate needs of families [6][12]. Group 3: Market Dynamics - The infant formula market is experiencing a contraction, with Nielsen IQ reporting a 9.8% decline in offline sales in 2024 [11]. - Despite the overall market decline, Yili's infant formula segment has shown a double-digit revenue growth, with a 7.53% increase in total revenue [12]. - Feihe has also reported a 6% revenue growth in 2024, driven by high-end products, particularly the Star Flying series, which saw a 60% increase in sales [14]. Group 4: Competitive Landscape - The competition among dairy companies is intensifying, with many firms launching fertility subsidies as a promotional strategy [8][10]. - The high profit margins associated with infant formula make it a critical market for dairy companies, with Yili's infant formula segment achieving a gross margin of 41.02% in 2024 [15]. - Companies are expected to continue introducing high-end products to optimize their offerings in response to market conditions [15].

图片来源：小红书 这些内容反映出年轻父母更加关注宝宝饮水的科学性、功能及安全性。 4月27日，伊利集团旗下专注于婴幼儿营养品的品牌金领冠在长白山举办了新品发布会，重磅推出了金 领冠泉爱宝贝婴儿水。这一产品，就回应了当下宝爸宝妈们对婴幼儿饮水品质日益增长的关注与需求。 纵观整个饮用水行业，饮用水消费正在从大众化向精细化、场景化方向深度演进。其中，婴儿水正成为 增速迅猛的新兴细分市场之一。 据共研网数据显示，我国包装饮用水行业快速发展，市场规模不断扩大，2024年已经突破2024亿元，2020- 2024年年复合增长率达到11% [1] 。而母婴水的市场占比较低，但增速较高，国内婴幼儿水市场增速迅猛： 从2015年的3936.8万元激增至2023年的10.4亿元 [2] ，且展现出较大的提升空间。 在婴儿怎么科学饮水这个问题上，随便打开小红书、抖音，都能刷出若干条避坑指南：反复烧开的千滚 水不行，隔夜的不能喝，水质太硬也不行…… 图片来源：金领冠 考虑到这一点，使用专业的婴儿水来冲泡奶粉显得尤为重要。对于宝爸宝妈们而言，选择合适的奶粉冲 泡用水更是育儿过程中的一个重要环节。 对于品牌而言，婴幼儿饮用水需兼顾更高的 ...