2025年以来,伊利股份、蒙牛乳业两家头部乳制品企业均大额回购股份,回购金额均超1.5亿元人民币。研究显示,申万乳品行业中A、H股上市公司共有28家。2024年,受供给过剩、需求走弱等因素影响,乳制品行业业绩整体承压。超半数公司2024年营利双降,包括伊利股份、蒙牛乳业、光明乳业、皇氏集团等公司。7家乳制品公司2024年营收、归母净利润同比增长,包括中国飞鹤、贝因美、澳优等奶粉板块公司。从披露...
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