截至8月底，乳业上市公司2025年半年报全部披露完毕。在弱需求背景下，乳制品行业呈现出冰火两重天的发展态势：一方面，头部企业业绩分化加速，伊利股份营收逆势增长3.37%至619.33亿元，创历史新高，蒙牛、光明乳业营收分列第二、第三，但均有所下滑；另一方面，区域乳企继续承压，皇氏集团、燕塘乳业等上半年营收净利双降，优然牧业、现代牧业、西部牧业等上游乳企则出现亏损。透过乳业半年报可以发现，行业正在...
Source Link截至8月底，乳业上市公司2025年半年报全部披露完毕。在弱需求背景下，乳制品行业呈现出冰火两重天的发展态势：一方面，头部企业业绩分化加速，伊利股份营收逆势增长3.37%至619.33亿元，创历史新高，蒙牛、光明乳业营收分列第二、第三，但均有所下滑；另一方面，区域乳企继续承压，皇氏集团、燕塘乳业等上半年营收净利双降，优然牧业、现代牧业、西部牧业等上游乳企则出现亏损。透过乳业半年报可以发现，行业正在...
Source LinkDisclaimer: 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.