投资要点公司十四五规划中提出至2025年将确立各个细分品类的领导地位,2021-2025年收入实现复合双位数的增长。整体收入端来看,行业受到消费景气度的影响,2020-2024年公司收入复合增速4.55%、表现远好于行业的-0.18%。分品类来看,25H1公司液体乳市场份额稳居行业第一,继续保持领先地位;奶粉及奶制品业务整体市场份额跃居行业第一,增长快于同业,其中奶酪市场份额不断提升;冷饮业务...
Source Link投资要点公司十四五规划中提出至2025年将确立各个细分品类的领导地位,2021-2025年收入实现复合双位数的增长。整体收入端来看,行业受到消费景气度的影响,2020-2024年公司收入复合增速4.55%、表现远好于行业的-0.18%。分品类来看,25H1公司液体乳市场份额稳居行业第一,继续保持领先地位;奶粉及奶制品业务整体市场份额跃居行业第一,增长快于同业,其中奶酪市场份额不断提升;冷饮业务...
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