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a2牛奶弃旧购新:12亿收购雅士利新西兰工厂,看中什么?
Nan Fang Du Shi Bao· 2025-08-18 08:33
为了在中国市场精准落子,新西兰乳企a2牛奶公司进行了一波"工厂置换术"。 8月18日,a2牛奶公司宣布,以总对价约为2.82亿新西兰元(折合人民币约12亿元)从蒙牛乳业旗下子 公司雅士利国际集团有限公司收购其在新西兰POKENO的工厂,该工厂已获批两个新国标中标配方奶 粉注册。 与此同时,a2牛奶公司舍弃了一个旧的工厂,称和中国牧工商集团(CAHG)共同将各自持有的马陶拉 乳业(MVM)股权有条件出售给Open Country Dairy Limited(Open Country)。收购新工厂、卖掉旧工 厂,背后是这家公司对中国这一核心市场的战略聚焦。该公司表示,在取得中国监管部门的批准后,将 基于扩展的a2品牌产品组合,争取获得两个新国标中标配方奶粉的产品注册机会,确保获得更广阔的中 国市场准入。基于中国监管部门的批准,未来还有可能获得第三个配方注册。 收购加改造,a2牛奶公司将在新工厂上投入3.82亿新西兰元(折合人民币约16亿元),巨额投入后能否 带来相应回报? 斥巨资收购雅士利工厂 锁定中国市场"入场券"的核心考量 作为新西兰乳业巨头,a2牛奶公司持续扩大产能布局,宣布以12亿人民币收购雅士利旗下新西 ...
a2牛奶公司2025 财年营收增长13.5%至19.02亿新西兰元,中标产品a2至初婴配粉收入6.325亿
Cai Jing Wang· 2025-08-18 07:08
Core Insights - a2 Milk Company reported a 13.5% increase in annual revenue to NZD 1.902 billion for the fiscal year ending June 30, 2025, with a net profit after tax (NPAT) growth of 21.1% to NZD 202.9 million [1] - The company experienced significant growth in the Chinese and other Asian markets, with a revenue increase of 13.9% to NZD 1.302 billion, and a 22.5% growth in the U.S. market, while the Australia-New Zealand region remained stable [1] - The infant formula segment grew by 9.9%, with the a2 Platinum infant formula series generating NZD 632.5 million, a 3.3% increase year-on-year [1] Regional Performance - In the Chinese and other Asian regions, the revenue from family nutrition products surged by 33.1% to NZD 110.3 million [2] - The sales of English standard products in China and other Asian regions reached NZD 559.1 million, reflecting a 24.9% year-on-year growth [1][2] - The overall cross-border infant formula market grew by 11.9% year-on-year, driven by increasing market demand and a trend towards premiumization, with the cross-border segment's market share rising from 14% in FY22 to 19% [1] Strategic Developments - The company acquired an integrated nutrition product manufacturing facility in Pokeno, New Zealand, from Yashili New Zealand Dairy Co., Limited, for approximately NZD 282 million [2] - Following the acquisition, a2 Milk Company plans to invest around NZD 100 million in the new Pokeno facility to enhance production capacity and create over 100 new jobs [2] - The company aims to secure product registrations for two new national standard infant formula products, with potential for a third registration in the future [3]
a2奶粉多元新品引领乳品消费升级
在消费升级与健康理念深化的双重驱动下,中国乳制品市场正迈向精细化、专业化发展新阶段。a2牛奶 公司凭借独有的A2型蛋白质科研优势与持续创新,构建起覆盖全年龄段的营养产品矩阵,以科学配方 和本土化设计,引领家庭乳品消费新潮流。 婴幼儿营养领域,a2至初婴幼儿配方奶粉始终是品质标杆。这款源自新西兰专属牧场的产品,采用仅含 A2型蛋白质的鲜奶一次成粉工艺,锁住HMO、OPN等原生珍稀营养群,通过中新双重严格认证。其中 乳铁蛋白纯度超95%,含量较上一代大幅提升,搭配GOS益生元和全乳糖配方,经科学试验证实能助力 宝宝消化吸收。 科研实力是产品创新的根基。a2多项研究成果登国际权威期刊,系统论证其对消化舒适与营养吸收的积 极作用。从婴幼儿奶粉的协同营养研究,到儿童奶粉的双引擎配方实证,每款产品都有科学支撑, 让"科学、专业、高品质"的品牌形象深入人心。 从宝宝到老人,从日常营养到精准养护,a2以多元新品和精准营养方案,成为中国家庭乳品消费升级路 上的贴心伙伴,引领消费升级。 家庭营养需求的多元化催生出更细分的产品布局。针对孕产妇,a2奶粉在满足营养需求的同时提升吸收 率;3岁以上儿童有"双核营养"儿童奶粉a2?臻智护 ...