半年盘点|上半年奶粉市场仍在回暖,但补贴大战下市场竞争快速加剧

第一财经
Jul 09, 2025

在经历了久违的回暖后,2025年上半年婴幼儿配方奶粉市场持续保持着回暖增长的态势。近期多家母婴和奶粉企业发布业绩预告,显示奶粉市场依然保持回暖态势。但随着4月份多家头部奶粉企业推出生育补贴政策,这也带来了一系列连锁反应,让市场竞争快速加剧。  上半年奶粉市场仍在回暖  虽然业内普遍认为本轮奶粉市场属于阶段性回暖,但上半年的表现让部分母婴和乳业上市公司松了口气。  近日,孩子王(301078.SZ)...

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