奶价下跌、消费需求不足,乳业周期性供需矛盾持续,上游乳企的处境仍然艰难。近期,现代牧业发布盈利预告,预计今年上半年公司净亏损8—10亿元,与去年同期(净亏2.07亿元)相比大幅增加。这相当于是现代牧业近8年最低迷的一份中期财报,正式财报将会在8月底前披露。现代牧业是中国奶牛养殖业头部企业,为蒙牛、新希望乳业等乳企提供原料奶。根据过往财报,公司近80%营收来自原料奶业务;超70%营收来自于蒙牛这一...
Source Link奶价下跌、消费需求不足,乳业周期性供需矛盾持续,上游乳企的处境仍然艰难。近期,现代牧业发布盈利预告,预计今年上半年公司净亏损8—10亿元,与去年同期(净亏2.07亿元)相比大幅增加。这相当于是现代牧业近8年最低迷的一份中期财报,正式财报将会在8月底前披露。现代牧业是中国奶牛养殖业头部企业,为蒙牛、新希望乳业等乳企提供原料奶。根据过往财报,公司近80%营收来自原料奶业务;超70%营收来自于蒙牛这一...
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