卸掉“重担”,蒙牛如何度周期?

Ofweek维科网
12 Jun

挑战与机遇共存作者 | 胜马财经 马成编辑 | 欧阳文2024年,中国乳业深陷泥沼,依然面临前所未有的挑战。近3年来,国内畜牧业踏入新一轮下行周期,猪周期虽随着猪价回升逐渐缓和,乳业的下行周期却依然没有停歇的迹象。据了解,2024年由于原奶收购价持续走低,奶价与成本出现国家牛奶体系有记录以来的首次倒挂,行业亏损面高达90%。乳业龙头们也难以幸免,蒙牛、伊利、光明等企业营收、利润纷纷下滑。作为中国...

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