异动解读 | 别样肉客盘中大跌5.6%,中国市场撤退与持续亏损拖累股价

异动解读
Dec 02

别样肉客(BYND)今日盘中大跌5.6%,股价波动引发市场关注。此次下跌正值公司宣布关闭中国电商渠道并暂停本地生产,凸显其全球扩张战略受挫。

消息面上,别样肉客已终止天猫和拼多多旗舰店运营,其中国嘉兴工厂也已停产。财报显示,公司连续四年营收下滑,2025年前三季度亏损同比扩大至1.93亿美元。分析师指出,植物肉产品因价格高、口感差导致复购率低迷,加之行业融资锐减,迫使公司收缩国际市场。

值得注意的是,别样肉客市值已从巅峰期的200亿美元缩水至6亿美元,反映出资本和消费者对植物肉赛道信心的双重流失。公司CEO伊森·布朗坦言,退出中国是"痛苦但必要的选择"。

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