现代牧业称原奶行业拐点下半年出现,奶粉、肉牛价格已经涨了

第一财经
26 Mar

持续3年的奶业下行周期终于看到触底反弹的迹象。  3月26日,现代牧业公布全年业绩,据现代牧业总裁孙玉刚介绍,2024年国内奶价仍在下行,但进入2025年以来,行业产能调整正在加速,国际奶价已有明显回升,预计行业拐点会出现在下半年,而目前国产大包粉、肉牛价格已经开始上涨。  奶价拐点下半年将至  近3年来,国内畜牧业遭遇了新一轮下行周期,此前猪周期随着猪价回升逐步缓解,但乳业下行周期在2024年并...

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