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New Dairy: "Huorun" series new products perform excellently, with the company's overall revenue share from new products maintaining double-digit growth for five consecutive years.
Recently, New Dairy Industry released an Investor Relations Activity Record. It disclosed that the main sources of the improved net profit margin in 2025 are as follows: First, the company’s low-temperature products continue to maintain strong growth momentum, driving continuous optimization and upgrading of the product category structure; second, the company’s product innovation leads to increased profitability through new product growth; third, overall changes in costs and expenses, as well as improvements in operational efficiency.
During the communication, the announcement also revealed that in 2025, the performance of the “Huaron” series new products was excellent, and the overall revenue share of new products has maintained double digits for five consecutive years. The company’s innovation capability has been continuously validated, and the efficiency of new products is constantly being optimized. In 2026, the company will scientifically plan the development route for new products, continuously launch excellent new products, and further enhance company performance.
During the fourth quarter of 2025, the overall performance of ambient temperature products improved. This was due to the company’s ongoing efforts to iterate and expand the coverage of ambient temperature products, as well as actively promoting cooperation with key channels for specialty ambient temperature products, which led to a turnaround in the performance of ambient temperature products in Q4.
In 2025, the company maintained a good growth trend in East China, and by the end of 2025, it also achieved better quarter-over-quarter performance in Southwest and Northwest regions, demonstrating a positive development trend and momentum. In 2026, the company will implement different development strategies based on the market characteristics of each region to promote better overall performance.
Overall, the company will continue to respond quickly and prioritize new channels in 2026, continuously promoting growth in products through new channels including membership stores and snack wholesale stores.
As an important component of dairy product costs, raw milk prices are influenced by multiple factors, including supply and demand for dairy products. The company will continue to monitor the impact of raw milk supply and market demand on raw milk prices. In response to current fluctuations in raw milk prices, the company will proactively plan to reduce the impact and interference caused by cyclical changes in raw milk prices.
(Corporate Announcement)
(Edited by: Lin Chen)
Keywords: Dairy Industry