Not long ago, it launched the first organic A2 pure milk with higher nutrition in China
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On April 28, Yili released its 2020 performance questionnaire, which showed that in the worst epidemic year, Yili achieved two double growth, with total revenue of 96.88 billion yuan, a year-on-year growth of 7.24%; The net profit attributable to the parent company was 7.08 billion yuan, which continued to maintain the growth momentum
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At the same time, Yili continues to take the first place in the adult powder and middle-aged and elderly milk powder market
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At the level of 10 billion yuan, there are two brands, Jindian and youyoghurt
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Now, anmuchi has also launched cheese Bobo flavor, amx sugar free series, etc., leading Yili to attack the normal temperature yogurt Market and increase its share to 63.1%
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This has always been Yili’s style
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While consumers and investors vote with their feet, securities companies also show their attitude towards Yili’s performance
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In the camp of 20 billion yuan, there is Yili pure milk, which is the most popular product and Yili’s oldest product
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The outstanding performance is inseparable from the solid business foundation behind it
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On July 10, 2018, Jindian set a world record for organic milk sales and obtained the Guinness world record certification
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China Merchants Securities said that seeing Yili’s normal temperature market share continue to increase and its low-temperature cheese business has begun to take shape, it has long expected the company to continue to make efforts in diversified sectors to continuously promote revenue growth, and has given a rating of “strongly recommended – a”
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Last year, the sales revenue of new products accounted for 16%
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In 2018, it sold 17 billion yuan, and at the end of December 2019, it even broke through 20 billion yuan, with a market share of 60%
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The most important one is the optimization and upgrading of Yili’s products
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In the past 10 years, Yili has continued to lead the global dairy industry with an average return on equity of 25.97%
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The reason why Yili’s share price of 100 billion white horse shares suddenly soared was a report card
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For example, last year, Yili launched two professional dairy products series of “Oriental inspiration” and “global Zhenxuan” according to the needs of different professional customers, and even created the first “suckable cheese” product to attract new users
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Its products range from low price to high-end, with rich brand echelons
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Yili was given a “Buy-A” rating
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Jindian is a high-end brand of Yili
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Yili’s ability to stabilize the top position in the industry in adversity does not depend on a certain business or single product, but on the overall business coordination
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At the same time, Yili is still exploring new business and looking for new industry growth points
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It has rapidly emerged in the market segments
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In order to meet the health needs of users, Yili Zhixuan brand emphasizes the advantages of 0 cholesterol, 0 trans fat, no artificial ingredients, more plant protein and so on
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Anmuchi is Yili’s number one in normal temperature yogurt, with a revenue of 20 billion yuan in 2019, 28 times that of 2014
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The sales revenue of star products such as Jindian, anmuchi, Changqing, jinlingguan and qiaolezi increased by 9.6% over the same period of last year
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In the past year, Jindian has been working hard on low-temperature pasteurized milk
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Last year, jinlingguan ranked in the first camp and developed rapidly, with the growth rate of organic Seine as high as 130%
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Don’t set boundaries for yourself As a well deserved giant in China’s dairy industry, Yili never sets its own boundaries
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Anxin securities also released a report that Yili’s short-term performance exceeded expectations, its long-term profit margin was expected to rise, its market share rose again, and it performed well in the field of normal temperature milk and milk powder
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So far, this growth rate has not met any rival among all dairy brands
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Yili also has a vicious eye on Zhixuan brand, which focuses on plant-based products
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Relying on its strong scale advantage and channel advantage, it is easier to succeed in the low-temperature milk market
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Even if the stock price fluctuates, Yili never treats shareholders unfairly
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The rapid development of new business comes from Yili’s deep insight into consumer demand
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Recently, oat syrup and plant-based yogurt are also highly praised
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In particular, as the pioneer of domestic organic milk, Jindian not only fills the gap in the industry, but also attaches great importance to quality
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It can be said that Yili, the leading white horse stock, is still of remarkable quality
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From infants born to the elderly, from individuals passing by in supermarket convenience stores to cooks in catering stores, Yili’s products may be used
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In the milk powder business, Yili is not lagging behind, relying on the brand jinlingguan, which has the most breast milk research results in the industry, and is also the only brand with the most Chinese patented formula
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The first quarter of this year witnessed a rapid recovery, with revenue of 27.36 billion yuan, a year-on-year increase of 32%; The net profit returned to the parent company reached 2.83 billion yuan, a year-on-year increase of 147%, making a good start for 2021
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It has hatched two super brands of 20 billion yuan, two large single products of over 10 billion yuan and more than 10 brands of 1 billion yuan
It is very bright and gives confidence to the capital market
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Last year, Yili paid 0.82 yuan per share, with a dividend rate as high as 70.5%
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Yili has different brands in the normal temperature, low temperature, children’s milk and other segments
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From the financial report of 2020, liquid milk supports most of Yili and contributes 78% of its income; The contribution of milk powder and dairy products to the total income was 13%, with a year-on-year growth rate of 28%; Cold drink products with the least share have not lagged behind, with a growth rate of more than 9%
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In 2015, the sales volume was about 4 billion yuan, and the market share was 17%; In 2016, it doubled to 9 billion yuan, and its market share rapidly increased to 40%; In 2017, it successfully broke through 10 billion yuan and achieved sales of 12.9 billion yuan
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This report card is different from the performance explosion of many companies under the epidemic situation
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For example, anmuchi, a normal temperature yogurt, sold for 700 million yuan in the first year of its launch in 2014; But the next year, it increased by more than five times
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Many people will think that Yili is a traditional dairy brand, but in fact, in terms of innovative products, Yili’s speed and sensitivity to the market are not inferior to any start-ups
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Yili not only sells milk, but also drinks.
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What’s the concept? Yili rose 0.75 Bright Dairy, 1.1 new dairy, 2.3 Sanyuan shares and 3.2 bainmei shares in one day
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Writing / Liu Xueer, Shao Lanjie, Ma Weibing, editor / Chen Fang Behind the 10 billion yuan rise in a day At the end of April 29, Yili shares rose by 7.21%, the biggest one-day gain in 114 days, closing at 42.08 yuan per share, and the total market value increased by 17.2 billion yuan to 255.9 billion yuan
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In the past 25 years since its listing, Yili has accumulated 21 dividends, with a total amount of 30.4 billion yuan
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According to Nielsen’s data, last year, the retail sales of Jindian increased by more than 20%, and in the first quarter of this year, the growth rate was more than 30%, with the market share as high as 50.6%, ranking first in the high-end white milk market segment
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Last year, its return on net assets reached 25.18%, and its earnings per share was 1.17 yuan, a six-year high
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Yili has a broad and in-depth channel in the field of normal temperature milk
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Yili began to incubate Jindian as early as 2006, and gradually increased its categories in the vertical direction of organic milk, low-fat milk, imported milk and juanshan milk
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In 2018, its sales volume has exceeded 10 billion yuan, which is another 10 billion yuan of Yili’s products after anmuchi
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This enterprise with more than 20 brands and an annual comprehensive production capacity of 13.12 million tons is already a “super species”
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Among them, Yili cheese series products, Jindian low-temperature milk, and jinlingguan infant formula milk powder after formula upgrading all have good development
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