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

人造肉龙头企业别样肉客(BYND)今日盘中股价大跌5.11%,市场反应强烈。

消息面上,该公司在中国市场的全面撤退成为主要诱因。据核实,别样肉客已陆续关闭天猫、拼多多等主流电商平台的官方旗舰店,位于浙江嘉兴的生产基地也已停止运营。公司向SEC提交的文件显示,其在华相关活动已于2025年第二季度末"基本停止"。

作为全球人造肉行业标杆,别样肉客2019年高调进入中国市场,曾与星巴克、肯德基等连锁品牌合作推出植物肉产品。但受制于消费习惯差异和价格因素,其产品在中国市场的接受度始终未达预期。最新财报显示,暂停中国业务产生了170万美元相关费用,对毛利润造成负面影响。

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