蒙牛乳業：中期報告2023.pdf

1、Interim Report 2023 中期報告INTERIM REPORT2023 中期報告CORPORATE PROFILE公司簡介China Mengniu Dairy Company Limited(the“Company”;stock code:2319)and its subsidiaries(collectively“the Group”or“Mengniu”)mainly manufacture and distribute quality dairy products in China.It is one of the leading dairy product manufa

2、cturers in China,with MENGNIU as its core brand.Mengniu offers diversified products including liquid milk products,ice cream,milk formula and cheese.Mengniu ranked at the 8th in“Global Dairy Top 10”in 2023,and placed 26th on BrandZs list of most valuable Chinese brands.Mengnius brand value grew by 1

3、5%year-on-year,ranking first in Chinas dairy industry and was the only Chinese FMCG brand with double-digit growth.Mengniu also made it again among Brand Finances list of the top 500 most valuable brands of the world.As at the end of June 2023,the Groups annual dairy production capacity reached 13.6

4、0 million tons.In March 2014,Mengniu became a Hang Seng Index constituent,making it the first blue chip Chinese dairy product manufacturer.In addition,Mengniu is a constituent of Hang Seng Corporate Sustainability Index,Hang Seng(Mainland and Hong Kong)Corporate Sustainability Index,Hang Seng Corpor

5、ate Sustainability Benchmark Index and HSI ESG Enhanced Select Index.中國蒙牛乳業有限公司（本公司；股份代號：2319）及其子公司（統稱 本集團 或 蒙牛）主要於中國生產及銷售優質乳製品。憑藉其主要品牌蒙牛，蒙牛已成為中國領先的乳製品生產商之一。蒙牛提供多元化的產品，包括液態奶、冰淇淋、奶粉及奶酪產品。二零二三年，蒙牛於 全球乳業十強 排名第八；蒙牛亦入選BrandZ最具價值中國品牌榜第26位，蒙牛品牌價值同比增長15%，增速位居中國乳業第一，也是唯一一個中國快消行業增速雙位數的品牌，並繼續位列Brand Finance的全球

6、最具價值品牌500強。截至二零二三年六月底，本集團乳製品的年生產能力達1,360萬噸。二零一四年三月，蒙牛獲納入恒生指數成份股，成為首家中國乳製品生產商藍籌股。同時，蒙牛是恒生可持續發展企業指數、恒生內地及香港可持續發展企業指數、恒生可持續發展企業基準指數及恒指ESG增強精選指數的成份股。2Corporate Information公司資料4Highlights摘要7Management Discussion and Analysis管理層討論及分析39Report of the Directors董事會報告56Review Report審閱報告58Consolidated Statement