原奶市场格局生变！

新乳业01-07

2025中国原奶产量保持稳定，预计增1%▶2025年中国牛奶产量略增1%，约增加41万吨，预计达4120万吨，存栏继续减少。▶原奶市场格局悄然生变，主流乳企份额持续缩小，伊利、蒙牛、光明日收奶降10%以上。▶乳品深加工项目井喷入局，原奶过剩破局指日可待，产品结构出现变化。▶新格局下的“北奶南运”再起风雨，从运原奶到运产品。▶2026年中国牛奶产量微增，供需有望平衡，原奶价格难以明显上涨。图片来源：...

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