异动解读 | 别样肉客盘后大跌5.22%,中国市场全面撤退引发股价重挫

异动解读
Dec 02

美国人造肉巨头别样肉客(BYND)今日盘后股价大跌5.22%,引发市场广泛关注。

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。

作为全球人造肉行业的标杆企业,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。但市场反馈显示,受制于消费习惯差异和价格因素,人造肉产品在中国市场的接受度始终未达预期。分析人士指出,除了消费端遇冷,本土植物肉品牌的崛起也加剧了市场竞争,导致国际品牌的市场份额被进一步压缩。

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