Investor Presentaiton
Proactively Grasps Industry
Opportunities
♡蒙牛 Ⓡ
Macro Trends
Increasing health awareness of consumers
benefits dairy products, with a forecasted
CAGR of 6%-8% between 2021-24 for the dairy
industry
Strong dairy product demand driving raw milk
prices to remain elevated
Continued aging population, huge potential of
"silver economy"
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Our Strategies
Strengthening digital and overall channel
management, grasping online and offline
opportunities
Accelerating development of categories such as
fresh milk, cheese and organic milk
Proactive costs control
Improving product mix and driving product
portfolio upgrade
Collaboration with strategic suppliers to
strengthen the layout of milk sources
Strengthening product portfolio and marketing
investment of middle-aged and elderly formula
The cheese market is growing rapidly under the
backdrop of consumption upgrade of dairy
products, low penetration of cheese
consumption, and emerging consumption
scenarios like home baking
Accelerating innovation of foodservice and retail
cheese products
Empowering Milkground and realize
comprehensive synergies
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