前阵子跟做投资的朋友聊,他感慨现在没什么好生意,哪个市场都太卷,想来想去还是刚需的 消费 生意有得赚。这话,我深有同感。好生意有那么几个特点,要么高单价高毛利,要么刚需高频,消费赛道这几个特点都有,尤其是奶粉这个领域。3月28日, 中国飞鹤 刚刚发布年报,2024年全年营收207.5亿,平均每天创收5635.6万,约半个亿。全年净利润36.5亿,平均一天净赚1千万,妥妥的优质企业。也难怪飞鹤能...
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