异动解读 | 别样肉客盘中大跌5.11%,中国市场全面撤退引发投资者担忧

异动解读
Dec 01, 2025

美国人造肉巨头别样肉客(Beyond Meat, Inc.,股票代码:BYND)今日盘中股价大跌5.11%,市场反应强烈。

消息面上,别样肉客近期在中国市场遭遇重大挫折。该公司已陆续关闭天猫、拼多多等主流电商平台的官方旗舰店,并停止其浙江嘉兴生产基地的运营。这一系列动作标志着别样肉客基本退出中国市场,引发了投资者对其全球业务前景的担忧。

据公司向SEC提交的文件显示,暂停中国业务的决定是基于降低运营费用的成本削减举措,但这一举措已对公司的财务状况产生负面影响。2025年第三季度财报显示,别样肉客净收入同比下降13.3%,亏损扩大至1.107亿美元,其中暂停中国业务产生了170万美元的相关费用。

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