半年盘点|液奶市场上半年终现止跌迹象,但行业拐点尚难确认

第一财经
Sep 02, 2025

在连续两年行业性增速下滑后,2025年上半年乳制品行业终于出现见底信号。记者从近期举行的多场乳企业绩会上获悉,随着奶价回升,行业内“以价换量”的竞争局面逐步好转,加上新茶饮和外卖大战对包装乳制品的替代影响见顶,液奶品类的下跌幅度明显放缓。但对于行业何时迎来全面复苏尚难定论。  液态奶首现触底信号  财报显示,2025年上半年,国内主要乳企的业绩相比于上年同期呈现明显回暖趋势。  其中,伊利股份(...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10