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(...
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