摘要：一、当前行业特点：集中度差异主导奶、肉产业分化奶价在左，肉价在右，奶、肉呈现差异化格局。分化背后与奶牛和肉牛产业的集中度差异密切相关，并直接影响了两者在亏损环境下的产能去化节奏。尽管肉牛与奶牛养殖自2023年起均步入亏损区间，但由于奶牛养殖行业集中度高，抗风险能力相对较强。从奶协数据看，奶牛存栏量直至2024年才逐步进入去化阶段。相比之下，肉牛产业规模化程度仍处于初期，行业集中度仅约37%，...
Source Link摘要：一、当前行业特点：集中度差异主导奶、肉产业分化奶价在左，肉价在右，奶、肉呈现差异化格局。分化背后与奶牛和肉牛产业的集中度差异密切相关，并直接影响了两者在亏损环境下的产能去化节奏。尽管肉牛与奶牛养殖自2023年起均步入亏损区间，但由于奶牛养殖行业集中度高，抗风险能力相对较强。从奶协数据看，奶牛存栏量直至2024年才逐步进入去化阶段。相比之下，肉牛产业规模化程度仍处于初期，行业集中度仅约37%，...
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