Metersbonwe'S Departure From &Nbsp Is Unlikely To Return To Mengniu.

In April 26th, American Apparel The company's board of directors received an independent director in April 22, 2011. Niu Gen Sheng Mr. Niu Gensheng resigned from his written notice of resignation. He resigned from his position as an independent director for personal reasons. He resigned from office and no longer worked in the company.

American bond affair In his interview with the daily economic news, Zhuang Tao, the representative, said his resignation was mainly due to his own reasons. Foundation He has always been very busy. He always feels that he may not have enough time to fulfill the duties of the independent director in the future. So he submitted his resignation to the company. "

"During the period of being an independent director, bull made many suggestions to the company to avoid us. Management In the process of possible decision-making errors, Zhuang Tao added to the author.

A person familiar with Niu Gensheng told the "daily economic news" that he belonged to the kind of person who spoke more of loyalty. "Niu Gensheng is a classmate of Zhou Chengjian in the Yangtze River Business School. When he was able to offer help, he agreed. "

According to the author's understanding, Niu Gensheng is also an independent director of Alibaba, a friend of Ma Yun, and holds 100 thousand shares of Alibaba.

Some analysts say that Niu Gensheng's resignation as an independent director of Smith Barney may be related to the slowdown in the growth of Mengniu this year.

In March 31st, Mengniu Dairy released the 2010 annual report. Mengniu realized the main revenue of 30 billion 265 million yuan in 2010, an increase of 17.7% over the same period last year, and realized net profit of 1 billion 237 million yuan, an increase of 10.9% over the same period last year. Although two digit growth has been achieved, the growth rate of SH.600597 is obviously different from that of bright dairy industry.

The Bright Dairy Industry released on the same date with Mengniu on the same day was 9 billion 600 million yuan in 2010, with a total profit of 240 million yuan, representing an increase of 20.51% and 26.94% respectively.

In an interview with "daily economic news", Jian Zhong Jun, a food industry researcher at CIC, said that the key to the performance lies in the choice of consumers, while in terms of quality inspection, the distinction between Mengniu, Yili and Guangming is not large. "The advantage of light lies in its stable market. Therefore, the volatility of product consumption is not large, and with its strong financial strength, it is trusted by consumers. At the same time, it also has certain advantages in terms of price, and its price belongs to mid-range level in dairy products of the same industry. "

Mengniu, an insider, told the daily economic news that "cattle always have little possibility of direct management of Mengniu." in fact, after the introduction of COFCO into Mengniu, the cattle began to gradually reduce and fade out the management team of Mengniu. Now his main energy is in the foundation. I haven't seen him for a while. "

According to the author's understanding, at present Mengniu's daily management is mainly handled by President Yang Wenjun, and Niu Gensheng is only a non-executive director.

The Mengniu told the author that the concept of Mengniu is still retained by Niu Gen Sheng. "This is what we will not change, but he himself should focus on what he wants to do.