奶酪高增长！妙可蓝多一季度营收净利双增

Core Viewpoint - Miaokelando reported a revenue of 1.233 billion yuan for Q1 2025, marking a year-on-year growth of 6.26%, and a net profit of 82.40 million yuan, which represents a significant increase of 114.88% compared to the previous year [1][3]. Financial Performance - Revenue for Q1 2025 was 1,233,332,768.29 yuan, up from 949,770,638.24 yuan in the same period last year, reflecting a growth rate of 6.26% [3]. - The net profit attributable to shareholders was 82,396,663.23 yuan, compared to 41,297,504.42 yuan in the previous year, indicating a year-on-year increase of 114.88% [3]. - The net profit after deducting non-recurring gains and losses was 64,941,077.73 yuan, which is a 110.23% increase from 30,889,942.81 yuan last year [3]. - Basic and diluted earnings per share were both 0.164 yuan, up from 0.082 yuan, showing a growth of 115.79% [3]. - The weighted average return on equity increased to 1.851%, up from 0.955% last year, representing an increase of 1.045 percentage points [3]. Market Strategy and Product Development - The company is focusing on deepening its presence in the cheese market, with increased investment in product innovation, launching new products such as growth yogurt and cheese snacks to meet diverse consumer needs [3]. - Collaborations with major retailers and e-commerce platforms have expanded the product coverage and market penetration [3]. - The company aims to maintain a cheese-centric development strategy, responding to trends in diversified product innovation and consumer demand across various demographics [4]. - The CEO emphasized the importance of domestic demand policies and the rising trend of high-quality consumption, which are expected to drive growth in the cheese market [4]. - The company plans to enhance its core competitive capabilities by innovating cheese products for both children and adults, increasing market penetration, and building a self-sufficient supply chain for domestic cheese production [4][5].