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国内仍存在较多的小规模奶牛养殖户
国内仍存在较多的小规模奶牛养殖户
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所属报告:
优然牧业-港股公司研究报告-全球奶牛养殖龙头有望受益肉奶景气共振上行-250713(55页).pdf
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2023 年下半年国内原奶价格跌至完全成本以内,此后一直处于亏损状态。2024年下半年,国内原奶价格加速下滑,最终跌破现金成本。截至 2025 年 5 月 29 日,国内原奶均价大概为 3.06 元/kg,即使考虑到饲料原料价格下降影响(2025 年成本参考 2020 年成本),目前国内奶牛养殖仍处于现金亏损边缘,成本控制能力弱的小规模养殖户预计仍面临较大的出清压力。参考 USDA 最新预估,2025 年期初我国奶牛总存栏预计将降至 1300 万头,预计较 2024 年期初减少 100 万头,重回2019 年同期水平。
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当前图表所属:
优然牧业-港股公司研究报告-全球奶牛养殖龙头有望受益肉奶景气共振上行-250713(55页).pdf
财务预测与估值
新西兰原奶及奶粉供需平衡表
美国原奶及奶粉供需平衡表
欧盟27国原奶及奶粉供需平衡表
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