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2020年以来,伊利和蒙牛液奶产品推新梳理
2020年以来,伊利和蒙牛液奶产品推新梳理
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所属报告:
伊利股份(600887)-A股公司研究报告:大象起舞再上新征程-260203(37页).pdf
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相关数据
图表50中国当前奶类消费结构仍以液奶为主
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行业数据
2026-05-11
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图表60双寡头格局下,伊利蒙牛收奶量占比超40%
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竞争格局
2026-05-11
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25年各国的乳制品消费结构对比(按液奶占比从高到低排序)
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行业数据
2026-02-04
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新乳业液奶业务与整体毛利率(%)
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行业数据
2026-01-12
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图表78我国液奶消费量
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行业数据
2025-12-16
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蒙牛乳业液态奶收入及增速(亿元)
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行业数据
2025-12-11
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重点乳制品公司2025H1液奶收入降幅收窄
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其它
2025-09-08
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对比海外,我国深加工乳制品占比低,仍以液奶为主
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行业数据
2025-07-17
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2022年前伊利毛销差跟奶价基本同步,2022年后液奶竞争趋缓、奶粉高增带来毛销差提升
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行业数据
2025-07-17
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图40奶价走势与蒙牛乳业毛销差
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行业数据
2025-05-23
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蒙牛上游主要奶源布局(数据截止到2023年末)
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行业数据
2024-10-25
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2010-2022伊利蒙牛液态奶收入及增速
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其它
2024-01-25
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在中国常温奶板块,蒙牛和伊利形成了
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行业数据
2023-08-30
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图表41明治液奶业务中功能性酸奶占比提升
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行业数据
2023-08-22
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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行业数据
2026-07-30
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行业数据
2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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具体到各细分品类的发展,我们判断高端产品(含定价更高的低温奶等)与功能型液奶或存结构性机遇。一方面,我们判断短期的消费力承压后,消费升级与健康意识觉醒仍为主线,有望驱动液态奶消费从“基础营养”向“品质与功能”跃迁。高端产品(如高蛋白、有机、A2 以及采用低温巴氏杀菌技术的鲜奶等)通过更优的原料、工艺和品质承诺,可以满足消费者对安全、营养和风味的升级需求。这类产品具备较强的定价能力和品牌忠诚度,有望为乳企贡献更高的毛利空间。另一方面,功能型液态奶(如添加益生菌、乳铁蛋白、助眠成分、特定矿物质或维生素的牛奶及酸奶)精准切入细分的健康场景,具备肠道调节、免疫提升、骨骼健康等功效。随着消费者健康管理日益精细化,具备明确功能效用的产品能够创造差异化价值,打破普通白奶的增长天花板,形成高复购与强粘性。
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伊利股份(600887)-A股公司研究报告:大象起舞再上新征程-260203(37页).pdf
伊利立体化品牌营销策略与主要代言
24年中外原奶价格与原奶生产成本对比
伊利具备规模效应带来的总成本领先优势
伊利主要创新中心分布
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