奶粉市场回暖但行业加速洗牌:全龄化、国际化都在提速

第一财经
31 Mar

经历了人口红利期结束后存量竞争的苦日子,国内主流奶粉企业都在加快全龄化营养转型和国际化布局   在2024年经历了久违回暖后,奶粉行业并未迎来普惠式增长,结构性升级竞争下,市场进入新一轮淘汰赛。在近期举行的多场业绩会上,中国飞鹤(06186.HK)、健合集团(01112.HK)等多家奶粉企业管理层透露,对后续奶粉市场回暖保持乐观,同时各头部企业在全龄营养转型和国际化布局上都在悄悄提速。   回暖...

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