蜜雪冰城,产能越过剩越扩产?

星海情报局
24 Jul

作者 | 煜禾蜜雪冰城不走寻常路,但这条路,可能是“绝路”。一般来说,当企业生产设备使用率降低,生产能力闲置的时候,大部分企业都会选择减少投入,甚至关停生产,因为产能闲置意味着供应太强,需求跟不上。然而蜜雪冰城却反向操作——在整体产能利用率只有60%左右,甚至步步降低的时候,却募集资金,进一步加大对供应链的投入。难道当了“雪王”,就不怕产能过剩,不怕滞销卖不动吗?这场豪赌,风险不小。我们先来对齐...

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