妙可蓝多2025一季度业绩开门红，营收净利双增长

Core Insights - The company achieved significant growth in both revenue and net profit in Q1 2025, demonstrating strong market performance and efficient operational management [1][2] Financial Performance - In Q1 2025, the company reported revenue of 1.233 billion yuan, a year-on-year increase of 6.26% [2] - The net profit attributable to shareholders reached 82.40 million yuan, marking a substantial year-on-year increase of 114.88% [2] Market Strategy and Product Innovation - The company's growth is supported by its deep focus on the cheese market, with increased investment in product innovation, launching new products that cater to family consumption and health needs [4] - Collaborations with major retailers and e-commerce platforms have expanded the company's product coverage and market penetration [4] Strategic Outlook - The company has a clear strategic layout and long-term development plan centered around cheese, anticipating a diversified product innovation and consumption expansion in the Chinese cheese market [5] - The CEO highlighted that policies promoting domestic demand and high-quality consumption trends provide certainty for the development of the cheese industry in China [7] Competitive Advantages - The company aims to enhance its core competitive capabilities across four dimensions: innovation in cheese snacks, product innovation for B2B and family dining, building a self-sufficient supply chain, and optimizing cost efficiency across all operational aspects [7]