金吾财讯 | 华泰证券表示，在全球供应链调整和消费升级的共同推动下，中国乳制品行业正迎来从“规模扩张”向“价值提升”的战略转型，奶酪、黄油等固体乳制品凭借高营养价值和广泛的用途，正成为推动餐饮业创新和健康食品发展的重要力量。乳制品在中国B端市场的应用持续深化，工业客户与餐饮端共同推动行业增长，形成多元化、全场景的渗透格局，该机构测算得24年B端乳制品行业规模已超400亿，预计28年市场规模有望达703亿元，对应25-28年CAGR为14.3%。此轮原奶周期波动之下，国内的乳制品相关企业也作出了更长期的思考，均加快2B业务与深加工产能布局。推荐国内冷冻烘焙及奶油龙头；国内奶酪龙头；多品类乳企龙头。
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