2024年第二季度乳业市场洞察

Insight into Dairy Market in the Second Quarter of 2024

进入二季度,增长乏力、业绩下滑几乎成为行业的主旋律。然而,在行业的下行周期,也孕育着更多机会。从积极的一面看,竞争压力推动企业品牌不断升级,推出更多创新产品,也推动企业积极做深市场,构建竞争壁垒。同时,大企业的增长乏力也给了中小企业追赶差距的机会。本文从第三方的角度对第二季度的乳制品市场进行了分析,以期为乳品企业了解行业现状提供参考价值。本文主要内容包括:二季度行业基本面、部分乳业上市公司一季报解读。二季度行业/企业动态分析、二季度重点新产品评价。

Entering the second quarter,weak growth and declining performance have almost become the main theme of the industry.However,in the downward cycle of the industry,it also nurtures more opportunities.On the positive side,competitive pressure drives the continuous upgrading of corporate brands,the launch of more innovative products,and also encourages enterprises to actively expand into the market and build competitive barriers.Meanwhile,the sluggish growth of large enterprises also provides opportunities for small and mediumsized enterprises to catch up with the gap.This paper analyzed the dairy market in the second quarter from a thirdparty perspective,in order to provide reference value for dairy companies to understand the current situation of the industry.The main content of this article includes:industry fundamentals for the second quarter,and interpretation of the first quarter reports of some listed dairy companies.Industry/enterprise dynamic analysis and evaluation of key new products in the second quarter.