飞鹤,失去可持续增长动力

对话财经
30 Mar

导读如何在人口结构变迁中重构业务矩阵,在消费变迁的市场中校准战略定位。3月28日,中国飞鹤(06186.HK)发布了其2024年全年业绩。数据显示,飞鹤在2024年实现营收207.5亿元,同比增长6%;净利润36.5亿元,同比增长11%。然而,在这看似光鲜的业绩背后,其业绩增长背后的结构性矛盾正加速浮出水面。过度依赖婴幼儿奶粉业务使其在出生率下滑背景下增长承压,高端化战略遭遇消费者理性回归与竞品...

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