2025年第一季度乳业市场洞察  

Insight into Dairy Market in the First Quarter of 2025

作　　者：赵恒 ZHAO Heng(Shanghai Jinglve Brand Marketing Consulting Co.,Ltd.,Shanghai 201100)

机构地区：[1]上海旌略品牌营销咨询有限公司,上海201100

出　　处：《中国乳业》2025年第4期2-9,共8页China Dairy

摘　　要：受经济大环境影响,过去一年奶源过剩,奶价持续走低,行业持续调整。从一季度行业基本面来看,乳制品产量继续同比减少。但随着奶牛存栏量的持续调整,奶价的逐步趋稳,行业开始进入筑底阶段。市场层面也开始活跃起来,新的热点品类不断涌现,预示着乳业市场将逐步走出低谷。本文从第三方的角度对第一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:一季度行业基本面、乳业上市公司2024年报解读。一季度行业/企业动态评析、一季度重点新品评析。Affected by the overall economic environment,there has been an oversupply of milk sources in the past year,resulting in a continuous decline in milk prices and industry adjustments.From the perspective of industry fundamentals in the first quarter,dairy production continued to decrease year-on-year.But with the continuous adjustment of dairy cattle inventory and the gradual stabilization of milk prices,the industry has entered a bottoming out stage.At the market level,it has also become active,with new hot categories constantly emerging,indicating that the dairy market will gradually emerge from the trough.This paper analyzed the dairy market in the first 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 in the first quarter and interpretation of 2024 annual reports of listed dairy companies.First quarter industry/enterprise dynamic analysis,first quarter key new product analysis.

关 键 词：2025年 第1季度 乳业 市场 

分 类 号：F42[经济管理—产业经济]