伊利股份:会成为中国股市的可口可乐吗?

一木价投实战
28 Jul

伊利股份因为高ROE进入了我的14家名单,是大家都熟悉的一家消费品巨头企业。我就只简单介绍一下,文章的重点围绕公司的护城河(商业壁垒)进行分析,以及是否值得布局?比较理想的买入点是多少?伊利是全球乳业五强,中国绝对龙头,常温奶和酸奶的市占率都是行业第一。并且开启了全球化布局,比如公司在新西兰布局的生产基地,现在年产成品乳制品已超过15万吨。从占比看,2024年上半年伊利的海外营收已经占到9.2%,...

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