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常温白奶双寡头格局,伊利份额持续领先
常温白奶双寡头格局,伊利份额持续领先
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所属报告:
伊利股份-公司研究报告-平台化的乳企龙头引领行业高质量转型-250716(38页).pdf
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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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2026-05-11
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8产品警理生产订单系统配置业工资管理维修记录USB导出记录次品使计登录记录故障异常工单管理机器管理定制报表 2025-09-2413:58:542025-09-2411:50252025-09-241420:232025-09-2412:30:382025-09-241143:400502-60-52022025-09-24 14:27:442025-09-24 13:54:262025-09-2413:54:052025-09-2413:52:292025-09-24 13:49:192025-09-24 10:30:252025-09-2410:25:342025-09-2410:24:342025-09-24 08:53:552025-09-2407:28:292025-09-2406:38:012025-09-24 01:30:202025-09-24 01:20:412025-09-2401:05:19记录时间 机器编号S8-4-36S8-5-29S8-4-2558-6-11S8-2-17S8-6-0258-6-028+85S8-6-0358-5-1858-6-0158-7-3058-4-2658-4-1858-4-34S8-5-3758-5-3758-4-3862-9-85S8-5-31 生产/庐线六A生产/产线四8生产产线四路生产/产线五8生产/产线四8生产/产线五B生产/产线四B生产/产线六A生产/产线二A生产/产线六A生产/产线六A生产产线五A生产/产技六A生产产线七B生产/产线四A生产/产线五8生产/产线四8生产/产线七A生产产线四B生产/产线五B车间产线 ZW5141-2H-001ZW5141-25H-001SW54027-1-002YSW54066-1-008ZW5141-2HS.001ZW5141-2SH-001YSWS-4027-1-002WPLDEC1007-007YSW5-4027-1-002YSWS4066-1-019YSW54066-1-008YSSO4056C-001R931-1005-001CW027BS-001CW027BS-001CZ2YB-01C22YB-01产品编号 WPLDEC1007字母C20R931-1005-24-00情红YSWS4027-1-1本白色YSW54027-1-1本自色YSWS40661注米色ZW5141-2深灰YSWS4066-1本白ZW5141-2深炭ZWS141-2深友YSWS4066-1本白ZW5141-2黑色CW027白色CW027果色CW027白色YSSO4056C产品款式C22月白C22月白22 字母C20-22D960黑色浅米色本白色本白色本白色颜色深灰白色深族深灰本白精红白白色本白黑色黑色 花样编号1217466374466974466369787657446636572765B7 YSW54027-1-1AWW-6295A-4YSWS4027-1-1YSWS4027-1-1YSWS4066-1-990SMSACW027-66ZW5141-2ZW5141-2ZW5141-2-990SMSACW027-666ZW5141-2花样名称ZW5141-2YSSO4056CCW027C22C22 其他次袜次品原因其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜其他次袜断线破润断线断线反纱 次品数量0.50.50.50.50.516.53.50.51.511.53611.530.515 双单位双双双双双双双双效双双双双双双双双双 电控上报电控上报上报方式电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报电控上报 文成敏何绅英操作工文成额王国兰王国兰文成敏马龙飞魏玉英何件英王国兰逾粉粉
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行业数据
2025-12-19
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图表302010-2029E我国常温白奶零售量价同比
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2025-11-18
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图表292009-2029E我国常温白奶市场规模及同比
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市场规模
2025-11-18
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图表312014-2023年我国常温白奶格局(零售额计)
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竞争格局
2025-11-18
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图表342025Q1常温白奶市场格局
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竞争格局
2025-11-18
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2025年1月至9月茉莉奶白门店数量变化趋势
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行业数据
2025-11-12
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茉莉奶白2025年7-9月新增门店分布(可放大查看)
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行业数据
2025-10-31
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海外/国内双靶点GLP-1部分企业竞争格局(黄/白代表海外/国内)
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竞争格局
2025-09-09
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中国常温白奶价格及增速
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行业数据
2025-08-19
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中国和其他国家白奶结构对比
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行业数据
2025-07-17
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中国液态奶以及白奶的零售价格同比变化,2011-2024
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行业数据
2025-06-05
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中国白奶前两名市场集中度,2019-2024
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行业数据
2025-06-05
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图表44中国白奶市场零售规模
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行业数据
2024-12-16
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局上伊利仅次于妙可蓝多;B端餐饮则是安佳等外资优势领先。我们预计 2024年伊利 C 端奶酪略降,B 端增加,整体持平。预计未来零售端止跌、餐饮端增量驱动下维持中单位数增长,但在成本管控、精细化费投下,有望减亏。
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