Essensis系列婴幼儿配方奶粉

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达能一季报显示2025开局良好,健康产品组合优势显现
Jing Ji Wang· 2025-04-28 10:08
4月下旬,达能公布的2025年第一季度财报显示,公司一季度实现销售收入68.44亿欧元,同比增长 4.3%。其中销量与组合贡献了1.9%的增长,价格因素带动了2.4%的增长。 达能首席执行官盛睿安表示:"第一季度,我们不仅获得了4.3%的销售同比增长,更实现了全品类 业务的良好开局,充分展现了达能健康产品组合和强大执行力的优势。尽管当前环境存在不确定性,但 我们依托以科学为基石、以消费者和患者为核心的模式,叠加日益多元化的渠道布局,将进一步增强业 务的韧性。2025年,我们有信心持续价值创造,与中期目标保持一致。" 2025年第一季度,北亚及大洋洲等地区销售收入同比增长9.9%,其中销量与组合贡献了10.4%的增 长,价格因素导致微降0.5%。在专业特殊营养业务板块,婴幼儿配方奶粉品类凭借Essensis系列持续扩 大市场份额;来自医学营养品市场的需求依然旺盛。饮用水和饮料业务板块,脉动品牌实现双位数增 长。日本市场的基础乳制品和植物基产品则凭借优秀表现持续提升市场占有率。 欧洲地区销售收入同比增长2%,其中销量与组合贡献了1.9%的增长,价格持平。基础乳制品和植 物基产品业务的持续增长成为主要驱动力;在医学 ...
食饮吾见 | 一周消费大事件(4.21-4.25)
Cai Jing Wang· 2025-04-25 06:57
Group 1: Yanjing Beer - Yanjing Beer reported a revenue growth of 6.69% to 3.827 billion yuan in Q1 2025 [1] - The net profit attributable to shareholders increased by 61.1% to 165 million yuan [1] - The company achieved beer sales of 995,000 kiloliters, with the flagship product Yanjing U8 maintaining a growth rate of over 30% [1] Group 2: Shunxin Agriculture - Shunxin Agriculture's revenue decreased by 13.85% to 9.126 billion yuan in 2024 [2] - The net profit attributable to shareholders increased by 178.20% to 231 million yuan [2] - Low-end liquor revenue grew by 5.08% to 4.974 billion yuan, while high-end and mid-range liquor revenues saw declines [2] Group 3: Danone - Danone's Q1 2025 revenue grew by 4.3% to 6.844 billion euros [3] - Sales in China, North Asia, and Oceania increased by 9.9%, driven by volume and product mix [3] - The infant formula segment, particularly the Essensis series, continued to expand market share [3] Group 4: Miaokelando - Miaokelando reported a Q1 revenue growth of 6.26% to 1.233 billion yuan [4] - The net profit attributable to shareholders increased by 114.88% to 82.4 million yuan [4] - The company plans to innovate children's cheese products for older age groups while continuing to develop adult cheese products [4] Group 5: Baolingbao - Baolingbao's total revenue for 2024 was 2.402 billion yuan, a decrease of 4.84% [5] - The net profit attributable to shareholders increased by 105.97% to 111 million yuan [5] - Key products such as prebiotics and dietary fibers saw significant revenue growth [5] Group 6: Muyuan Foods - Muyuan Foods reported a Q1 revenue of 36.061 billion yuan, a year-on-year increase of 37.26% [6] - The company achieved a net profit of 4.491 billion yuan, marking a turnaround from losses [6] Group 7: Ziyuan Foods - Ziyuan Foods plans to invest 70 million yuan in its subsidiary and up to 35 million USD in Green Tea Group's IPO [7] Group 8: Qiaqia Foods - Qiaqia Foods reported a revenue of 7.131 billion yuan in 2024, a growth of 4.79% [8] - The net profit attributable to shareholders was 849 million yuan, an increase of 5.82% [8] - The company expanded its e-commerce channels and overseas markets, achieving significant growth [9] Group 9: Yanjinpuzi - Yanjinpuzi's revenue increased by 28.89% to 5.304 billion yuan in 2024 [10] - The net profit attributable to shareholders grew by 26.53% to 640 million yuan [10] - The company focused on six core product categories and achieved significant supply chain improvements [10] Group 10: Hengshun Vinegar - Hengshun Vinegar reported a revenue of 2.196 billion yuan, a 4.25% increase [11] - The net profit attributable to shareholders increased by 46.54% to 127 million yuan [11] - The company implemented cost reduction and efficiency improvement measures [11] Group 11: Kemin Foods - Kemin Foods announced the election of Chen Hong as the chairman of the board [12] Group 12: Gaoxin Retail - Gaoxin Retail expects a tax profit of approximately 350 to 400 million yuan for the fiscal year ending March 31, 2025, a significant improvement from a loss of 1.668 billion yuan [13] - The improvement is attributed to stable sales growth and effective cost reduction measures [13] Group 13: Bubugao - Bubugao reported a Q1 revenue of 1.153 billion yuan, a year-on-year increase of 24.22% [14] - The net profit attributable to shareholders was 119 million yuan, reflecting a growth of 488.44% [14]