中国上市公司网当国内速冻食品市场陷入"内卷"红海,头部企业正以"出海"为支点,撬动全球增量空间。7月以来,三全食品公告拟投13亿元在澳大利亚建生产基地,安井食品完成“A+H”双平台布局,思念、屏荣、惠发等企业也加速海外布局,中国速冻食品行业迎来全球化扩张关键期。出海逻辑:从“内卷”到“外扩”的必然选择国内市场饱和与竞争加剧是出海主因。2024年前三季度,三全食品营收、净利润分别下滑5.35%和...
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