行业存栏持续去化，奶价有望年内企稳据农业农村部，全国奶牛存栏自24 年3 月开始下降，24 年中国奶牛存栏量同比-4.5%，产能端去化带动供给端收缩，2024 年国内原奶产量同比-2.8%至4,079 万吨，是自2018 年以来中国牛奶产量首次出现下降。分季度看，1Q/2Q/3Q/4Q 原料奶产量同比增速分别为5.1%/2.1%/-5.8%/-9.0%，产能出清节奏明显加快，且仍在持续，预期行业...
Source Link行业存栏持续去化，奶价有望年内企稳据农业农村部，全国奶牛存栏自24 年3 月开始下降，24 年中国奶牛存栏量同比-4.5%，产能端去化带动供给端收缩，2024 年国内原奶产量同比-2.8%至4,079 万吨，是自2018 年以来中国牛奶产量首次出现下降。分季度看，1Q/2Q/3Q/4Q 原料奶产量同比增速分别为5.1%/2.1%/-5.8%/-9.0%，产能出清节奏明显加快，且仍在持续，预期行业...
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