异动解读 | 别样肉客盘后大跌5.22%,全面退出中国市场引发投资者担忧

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%,引发了市场的广泛关注。

消息面上,别样肉客已全面退出中国市场,包括关闭天猫、拼多多等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。这一系列举措标志着该公司基本放弃了中国市场,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,暂停中国业务是基于降低运营费用的成本削减举措,但已对财务状况产生负面影响,2025年第三季度财报显示净亏损扩大至1.107亿美元。

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。但受制于消费习惯差异、产品价格过高及本土品牌竞争加剧等因素,其产品在中国市场的接受度始终未达预期。此次战略收缩反映了植物肉行业在中国市场的整体遇冷,加剧了投资者对行业前景的担忧。

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