金领冠婴幼儿奶粉

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超凡守护 为爱前行|金领冠50°超凡守护公益行动走进云南怒江
Cai Fu Zai Xian· 2025-09-29 09:19
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 ...
超凡守护再启程,金领冠50°超凡守护公益行动走进贵州省镇宁县
Zhong Guo Shi Pin Wang· 2025-07-04 07:01
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].
蒙牛总裁,收入暴涨!
21世纪经济报道· 2025-05-17 02:38
Core Viewpoint - The dairy industry, particularly the infant formula segment, is facing challenges as major players like Mengniu and Yili transition away from high growth models, leading to significant goodwill impairments and revenue declines [3][6][10]. Group 1: Company Performance - Mengniu's revenue in 2024 was 88.68 billion, a year-on-year decline of 10.1%, with a net profit of 1.05 billion, down 97.8% due to goodwill impairment related to Bellamy [3][12]. - Yili reported revenue of 115.78 billion in 2024, a decrease of 8.24%, with a net profit of 8.45 billion, down 18.94%, impacted by a 3.03 billion goodwill impairment from Aoyou [3][12]. - Both companies are experiencing a shift in focus towards profitability rather than growth, with Yili's milk powder and dairy products achieving a gross margin of 41.02% in 2024, compared to lower margins in liquid milk [11][12]. Group 2: Market Dynamics - The infant formula market is under pressure, with offline sales in 2024 declining by 9.8% in value and 9.4% in volume, reflecting a saturated market due to declining birth rates [8][12]. - Yili's acquisition of Aoyou and Mengniu's acquisition of Bellamy were strategic moves aimed at capturing high-end market segments, despite the current market downturn [6][8]. - The competition in the high-margin infant formula segment is intensifying, with both companies aiming to enhance product value and structure to adapt to market changes [11][17]. Group 3: Future Strategies - Mengniu's new president, Gao Fei, has introduced a strategy focusing on core business and innovation, aiming for revenue recovery by 2025 [17]. - Yili plans to improve product value through diversified operations and global expansion, with expectations of continuous profit improvement in existing businesses [17]. - Both companies are committed to returning to previous stock price highs, with Yili maintaining a dividend payout ratio of 91.4% in 2024, while Mengniu increased its payout ratio to 45% [14][17].
规模与质量双领跑,新质生产力驱动,伊利开启新五年战略周期
第一财经· 2025-05-07 08:54
Core Viewpoint - In the context of a weak recovery in the consumer industry, Yili Group (600887.SH) has demonstrated resilience and growth, achieving a revenue of 115.78 billion yuan in 2024, 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][3]. Financial Performance - Yili's overall revenue for 2024 reached 115.78 billion yuan, with a gross margin increase of 131 basis points to 34.03%, indicating enhanced profitability [3]. - The operating cash flow net amount was 21.74 billion yuan, showing an 18.9% year-on-year increase, indicating strong cash flow [3]. - The liquid milk segment generated 75 billion yuan in revenue, maintaining the highest market share in the industry [3]. Business Segments - The milk powder and dairy products segment achieved a record revenue of 29.675 billion yuan, growing by 7.53% year-on-year, with "Golden Crown" infant formula experiencing double-digit growth [3]. - The ice cream business generated 8.721 billion yuan, maintaining the top position in both revenue and market share for 30 consecutive years [4]. - New product revenue accounted for over 15% of total revenue in 2024, with innovative products like "Yogurt with Lemon" and lactose-free options driving growth [4]. Market Outlook - Yili believes the most challenging times for the industry are over, with a healthy recovery in the distribution channels observed by early 2024 [6]. - The company anticipates a gradual recovery in the consumer goods sector, supported by government policies aimed at boosting consumption and health [6][7]. - Yili's strategic focus for 2025 includes maintaining a profit margin target of 9% and preparing for potential industry recovery [7]. Strategic Initiatives - Yili is set to launch a new five-year strategic cycle, focusing on a comprehensive production system that includes "Chinese Cattle, Chinese Breeding Models, Chinese Raw Materials, Chinese Equipment, and Chinese Quality" [1][11]. - The company plans to enhance its functional dairy product offerings, targeting the growing demand for health-oriented products in the market [9][10]. - Yili's collaboration with Tongrentang aims to explore functional food products, marking a significant step towards becoming a health food group [10]. Future Growth Potential - The domestic dairy market still has significant growth potential, particularly in lower-tier cities where consumption is on the rise [9]. - Yili aims to capitalize on the underdeveloped functional dairy product market, with plans to increase investment in this area starting in 2025 [9][10]. - The establishment of a national dairy technology innovation center will enhance Yili's capabilities in cheese production and improve the domestic supply chain [10][11].
伊利2024年及2025年一季度财报出炉 行业周期下实现韧性增长
Zhong Guo Jing Ying Bao· 2025-04-30 16:09
Core Viewpoint - Yili Group reported a robust financial performance for 2024, with total revenue reaching 115.78 billion yuan and a net profit of 11.54 billion yuan, marking a 12.2% increase, while the first quarter of 2025 showed continued growth in revenue and net profit [2][4] Financial Performance - In 2024, Yili achieved total revenue of 1157.80 billion yuan, with a net profit of 115.39 billion yuan after excluding goodwill impairment, reflecting a growth of 12.2% [2] - For Q1 2025, the company reported total revenue of 330.18 billion yuan, a year-on-year increase of 1.35%, and a net profit of 46.29 billion yuan, up 24.19% [2] - The gross profit margin improved by 131% to 34.03% in 2024, with operating cash flow net amount increasing by 18.86% to 21.74 billion yuan [2] Business Segmentation - Yili's business matrix is structured into three tiers: liquid milk and cold drinks, milk powder and cheese, and health drinks and overseas markets [3] - The liquid milk segment generated revenue of 750.03 billion yuan, maintaining the highest market share in ambient white milk, although it faced a 19.61% decline in revenue year-on-year [3] - The milk powder and dairy products segment saw revenue of 296.75 billion yuan, a growth of 7.53%, driven by strong performance in high-end products [3] - The overseas business, while showing growth in cold drinks and infant formula, still represents less than 10% of total revenue [3] Strategic Focus - For 2025, Yili plans to achieve total revenue of 1190 billion yuan and a profit of 12.6 billion yuan, representing increases of 2.8% and 24.4% respectively compared to 2024 [4] - The strategic focus for 2025 will be on functional nutrition and deep processing of dairy products [4] Challenges Ahead - The company faces challenges such as declining newborn numbers affecting infant formula demand and the need to cater to the aging population's nutritional needs [5] - Cost pressures from excess raw milk supply and competition from brands like Feihe and Junlebao may dilute Yili's market share [5] - Geopolitical and tariff risks could hinder the progress of Yili's globalization efforts [5]