据国家统计局数据显示，2025年全国牛奶产量达到4091万吨，同比增长0.3%；相比于2024年4079万吨、同比2.8%的下滑幅度已显示出企稳迹象。这反映出近两年乳业上游的产能去化已接近尾声。另据凯度数据显示，2025前三季乳制品销售总额同比下滑5.2%，反映出在当前越来越理性的消费趋势下，乳品价盘整体下移，乳业市场持续承压。在市场内卷的背景下，乳业市场的品类结构正在悄然发生变化。呈现出的整体...
Source Link据国家统计局数据显示，2025年全国牛奶产量达到4091万吨，同比增长0.3%；相比于2024年4079万吨、同比2.8%的下滑幅度已显示出企稳迹象。这反映出近两年乳业上游的产能去化已接近尾声。另据凯度数据显示，2025前三季乳制品销售总额同比下滑5.2%，反映出在当前越来越理性的消费趋势下，乳品价盘整体下移，乳业市场持续承压。在市场内卷的背景下，乳业市场的品类结构正在悄然发生变化。呈现出的整体...
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.