中国乳业大变局:牧场“倒奶杀牛”,伊利蒙牛降速,黄金时代结束了

Ofweek维科网
08 May

文丨刘颖出品丨大V商业过去一年,中国乳制品行业释放出一个明确信号:变革势在必行。从需求端来看,两大乳业巨头的业绩已敲响警钟。国内龙头伊利在2024年迎来近20年来首次营收下滑,蒙牛也遭遇两位数跌幅。核心问题集中在液态奶业务,据统计,伊利和蒙牛在该品类的销售额分别减少了约100亿元——这一数字几乎相当于第二梯队乳企一整年的营收。与此同时,供应端同样承压。自2023年起,牧场端便频繁传出“倒奶杀牛”...

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