异动解读 | 别样肉客盘中大跌5.6%,中国市场撤退引发投资者担忧

异动解读
Dec 02

今日盘中,人造肉第一股别样肉客(BYND)股价大跌5.6%,市场反应强烈。

消息面上,别样肉客已正式关闭其天猫旗舰店,并全面退出中国市场。据公开报道,该公司在中国的嘉兴工厂也已停产,这标志着其在中国市场的全面撤退。别样肉客近年来业绩持续承压,2022-2024年连续亏损,2025年前三季度营收同比下滑14.37%,净亏损进一步扩大至1.93亿美元。分析师指出,植物肉产品在中国市场面临价格高、口感差等挑战,消费者接受度低,导致公司不得不收缩战线。

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