Industry Dynamics - The 2025 version of the "Encouragement Directory for Foreign Investment Industries" has been released, effective from February 2026, promoting foreign investment in the health industry, particularly in the central and northeastern regions of China [1] - A total investment of 377 million yuan has been initiated for the modern sheep milk industry park project, aiming to create a closed-loop industrial chain, with the first phase expected to be operational by November next year [2] - The 2025 Hurun China Food Industry Top 100 list includes 11 dairy companies and 3 health food companies, with notable growth in the cheese business of Miaokelando, which saw a 63% increase in value [3] Brand Dynamics - Yili Group's Jin Hao factory has received a "five-star" rating for on-site management from the China Quality Association, marking it as the first dairy factory in China to achieve this recognition [4] - Jianhe Group has signed a new strategic cooperation agreement with JD Health, targeting a combined business goal of 10 billion yuan over the next three years, covering various nutrition brands [5] - Mengniu has launched the "Inner Mongolia Flavor" 2026 plan, showcasing innovative products and aiming to promote domestic raw material substitution in the dairy industry [6] Channel Dynamics - Gao Ge Dairy has initiated the "Student Nutrition Service Station" strategy to address declining foot traffic in traditional maternal and infant channels, targeting families with children aged 3-15 [7] - ThaiBev is shifting its strategic focus towards dairy products and soft drinks, planning to invest in expanding its halal dairy production base in Malaysia as part of its 2030 strategy [8] - Kidswant Ultra has opened its first store in Beijing, integrating cultural elements and popular global IPs to establish a competitive edge in the market [9] - The "Xiaofeixiang" Sichuan-Chongqing branch has been launched, marking a significant step in deepening regional market penetration and resource integration [10]

在健康消费持续升级的背景下，京东健康与健合集团此次战略合作，将共同推动健康产业走向更专业 化、系统化、个性化的发展新阶段，携手为中国家庭带来更丰富的健康产品与更便捷的购物体验。 自2015年首次合作以来，京东健康与健合集团已携手走过十年历程，在品牌共建、新品首发、营销联动 等方面取得了显著成果，集团核心品牌的销量在京东健康平台长期保持市场领先地位。未来，双方将进 一步在供应链提效、用户健康管理、数据驱动创新等维度全面深化合作，京东健康将充分发挥全渠道销 售与供应链一体化能力，助力健合集团旗下多元营养产品线高效触达目标用户。借助自身用户资源与数 据能力，京东健康还将携手健合集团深耕"全家庭营养"场景，为用户带来更加精准、个性化的健康解决 方案，助力品牌实现长期、可持续的发展。 健合集团首席执行官及中国区CEO李凤婷表示："京东健康是健合集团在中国市场最重要的合作伙伴之 一。基于过去十年互信共赢的卓越成果，我们期待通过此次战略升级，将全球优质营养资源与京东健康 的数字技术、用户洞察及供应链能力深度融合，为中国家庭提供更安心、有效的健康解决方案。" 京东集团SEC委员、京东健康CEO曹冬表示，未来，京东健康将与健合 ...