近日，现代牧业发布公告称，预计2025年上半年净亏损8亿至10亿元，较2024年同期2.07亿元亏损大幅扩大，创近8年最差中期业绩。这一数据折射出乳业赛道的深度困境 ，其核心原因是供大于求。2018年以来，原奶产量增速持续高于居民奶类消费量增速，乳制品滞销问题凸显。不过，乳业长期仍具发展潜力，乳企需通过提升工艺技术、强化品质保障、革新渠道及打造差异化产品等方式，推动全行业破局。封面新闻记者 王清
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