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Yili and Mengniu Battle Rages On, Other Players Sneak Attack on King's Landing?
China's dairy industry is seeing renewed competition. Since 2022, over a dozen dairy companies have announced IPO plans to accelerate financing, expand scale, and break through. This reflects the accelerating capitalization of China's dairy sector. On October 10, Miaokeland announced that Mengniu Dairy plans a partial tender offer, following Mengniu's earlier moves to become its controlling shareholder. Beyond Mengniu, giants like Yili, Junlebao, Bright Dairy, and China Feihe are all accelerating M&A, covering upstream milk sources, downstream channels, and niche categories.
BT财经Will 7-Eleven Be Defeated?
Japanese convenience stores are experiencing a 'disconnect' in China again. As competition intensifies and performance declines, the three giants 7-Eleven, Lawson, and FamilyMart have successively adjusted their executive teams. Can they find a way to break through? 24-hour convenience stores in the Chinese market seem to be moving from glory to confusion.
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