2024年第三季度乳业市场洞察

Insight into Dairy Market in the Third Quarter of 2024

三季度随着消费端进入淡季,奶价继续探底,已创年内新低。乳业双雄半年报出炉,正式确立行业进入下行周期。受大环境影响,多数乳品企业业绩大面积下滑,中秋节日效应微弱。纵使行业下行,也依然孕育着众多机遇,通过品类创新,打造大单品,这是扭转颓势的第一步。本文从第三方的角度对第三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:三季度行业基本面、乳业上市公司半年报解读、三季度行业/企业动态分析、三季度新品趋势分析。

In the third quarter,as the consumer end entered the off-season,milk prices continued to bottom out,reaching a new low for the year.The semi annual reports of the two giants in the dairy industry have been released,officially establishing that the industry has entered a downward cycle.Affected by the general environment,the performance of most dairy enterprises declined in a large area,and the effect of the Mid Autumn Festival was weak.Even though the industry is declining,there are still many opportunities to be nurtured.Creating large products through category innovation is the first step to reverse the trend.This paper analyzed the dairy market in the third quarter from a third-party perspective,in order to provide reference value for dairy companies to understand the current situation of the industry.The main content of this paper included:industry fundamentals for the third quarter and interpretation of semi annual reports of listed dairy companies.Third quarter industry/enterprise dynamic analysis,third quarter new product trend analysis.