伊利、蒙牛、光明等20家乳企“交卷”半年报:谁在增长?谁在掉队?

新经销
Sep 17, 2025

作者丨葛畅校审丨汪海排版丨葛畅2025年上半年,乳制品行业的分化,比任何一年都更直观:同样面对需求低迷,有的乳企逆势上涨,营收两位数增长;有的却在红海竞争中被动收缩,利润腰斩。在我们整理的20家乳制品上市企业半年报中,11家实现营收同比增长,9家出现下滑。其中,头部乳企凭借全产业链优势率先实现价值转化,中小乳企则在细分领域继续寻找差异化机会。这场分化背后,透露出什么信号?乳制品行业接下来的机会在...

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