原奶价格触底,伊利却“高价”囤奶

纵横乳业
Oct 09, 2025

8月以来,原奶价格悄然企稳,周期底部的信号隐约浮现。但历史经验表明,触底未必意味着反弹,行业可能陷入漫长的低增长拉锯战。而伊利一边承受长协采购价高于市场25%的成本压力,一边逆势加大优质奶源采购,这一反常态的操作背后,究竟暗藏怎样的战略意图?历次原奶周期01原奶周期迷思8月初,原奶价格跌至本轮周期最低点3.02元/公斤,随后两月小幅回升至3.04元。表面看,市场已触及底部区间,但若回望2015年,...

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