高飞与蒙牛必须面对同一周期下的伊利，双雄格局不能被一家独大所取代。原创ⓒ新熵作者丨茯神 编辑丨思原与“猪周期”齐名的“奶周期”，正在让国内乳业双雄伊利和蒙牛，经历下行阶段的震荡。前者在2024年前三季度，营收同比下降8.61%，净利润同比增15.9%；后者则在2024年上半年营收、净利润均同比分别下滑12.6%和19%。排在第二位的蒙牛明显影响更大，并且在去年还经历了高层震荡。按照惯例，蒙牛的高...
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