文｜时代财经App

lengzangnai“man29-10”“man35-15”，quguangbendiliansuochaoshishi，wangqianfaxianchaoshizhongniunaidejiageyuelaiyuebianyi，telunsu、jindiandenggaoduanchangwenyetainaiyeshichangyouyouhui。

zhongduanniunaijiagequxiangpingjia，duixiaofeizheeryanlejianqicheng，danduiruqideyejiquenanyanyouhao。zaishidaicaijingguanchade33jiadianxingruqizhong，you9jiashixianyingshouzengzhang，11jialudekuisun。

qizhong，yiligufen（600887.sh）、mengniuruye（02319.hk）、guangmingruye（600597.sh）、zhongguofeihe（06186.hk）、youranmuye（09858.hk）fenbieyi596.96yiyuan、446.71yiyuan、127.14yiyuan、100.95yiyuanhe100.55yiyuanweijuqianwu。zhengtigejuyiranwending。

tongshi，xingyefenerenglaolaozhangwozaiquanguoxingpinpaishouzhong。zaiwaibuyalibeizengdeqingkuangxia，quyuxingruqiyinglinenglishouyingxiang，yantangruye（002732.sz）、tianrunruye（600419.sh）、maiquer（002719.sz）dengjinglijunchuxianjiaodachengduxiahua。

zheizhuyaoshiyinweiyuanliaonaigongyingliangzengzhangchaoguoxuqiuliangzengzhang，daozhigongguoyuqiu，daidongrupincuxiaozengzhang，lingshoujiagexiaxing，jiruqidailaijiaodayejiyali。zhangyuanlaikan，rupinjiagexiaxingyinghele“xingjiabi”xiaofeiqushi，yidingchengdushangyeyouliyushichangdepeiyu，congerzengjiaruzhipinderenjunxiaoshouliang。

eryili、mengniu、guangming、feihedengtouyaobuqiyeyezaijinxingchanpinjiegoudiaozheng，jiakuaixinpinshangxiansudu，bingjiamanailaodengpinlei。duliruyefenxishisongliangbiaoshi，muqiandexiaofeixingshizhishiduanzandekunnan，duirupinxingyejiexialaidefazhanrengranbaochileguantaidu。

牛奶卷向平价，超市大打折扣

duiyudabufenruqilaishuo，2024nianguodebingbuqingsong。

shidaicaijingzoufangguangzhoutianhequmouliansuochaoshi，chaoshiniunaiqu4gelabajunzaibofangcuxiaoxinxi。yuanjia40yuande12pingzhuangbentupinpaichunniunaicuxiaojiawei19.9yuan，yilihemengniuqixiagaoduanxianjindian、telunsuniunaishoujiadizhi39.9yuan/xiang、49.9yuan/xiang。

yiweichaoshilaobanxiangshidaicaijingtoulu，jinniandianzhongyetainaidejiageburuyiqianjianting，youyujingxiaoshangjiangjiacuxiao，suoyizhongduanjinjiabizhiqianbianyi，dabufenxiliedoujianglejikuaiqian，lingshoujiayexiangyingjiangdile。

zheiyujinnianrupinxingyezaoyudegongxubupinghengyouguan，ermaodunfubizai2020nianyijingmaixia。

2020nianyilai，shounaiyuangongyingduanqueyingxiang，nainiuyangzhixingyejinrudaotouzikuaisuzengzhangqi，daxingmuchangxiangmufenfenkaigongjianshe。suizhexinjianmuchangluxujinrutouchanqi，yuannaichanliangchixuzengzhang。jinru2023nianhou，zhujianzengzhangdegongjihequyupinghuandexuqiuzhijiannanyipingheng，zheiwei2024nianderuqidailaijiaozhongdeyejizengzhangfudan。

guojiatongjijushujuxianshi，2024nianshangbannian，guoneiniunaichanliang1856wandun，tongbizengzhang3.4%；danguimoruqiruzhipinchanliangwei1433wandun，tongbijianshao3%。zheitongshiyejilebufenxiaoqiyehuodedijianaiyuanhedijiaxiaoshouchanpindejihui，duizhongduanniunaijiapanchanshengyidingyingxiang。

zaigongxumaodunhejiagejingzhengxia，yiligufen、mengniuruyedengruqiduichuhuojiezou、kucunheshoujiajinxingzhudongdiaozheng。yiligufendeguanlicengzaibannianbaoyejihuizhongbiaoshi，baobiaoduantixiandeshigongsiduiyewuzhudongdiaozhengchanshengdebianhua，gongsikongzhilefahuojiezou，bingbangzhuzhongduandiaozhengkucun。mengniuzongcaigaofeiyezaibannianbaoyejihuishangbiaoshi，gongsishangbanniankongzhifahuojiezou，qingliqudaokucun，bingjiadazhongduanchanpindezhekoulidu。

qunianyilai，gegeruqiyezaijiangdiyangzhichengben，jiadaduidichanniuhegongniudetaotailidu，tongguoyouhuaniuqunjiegouduishengchanxiaolvjinxingyouhua。toubuqiyezhong，yiligufen、zhongguofeihe、youranmuyedengduogeqiyeshangbannianjunshixianjinglitongbizengzhang。

songliangzhichu，youyuyierxianshichangxiaofeiliangyijingquyubaohe，jiagexiajiangduixiaofeiliangtishengmeiyoutaidabangzhu，danshisansixianshichangdexiaofeiliangqianlijuda，congzhongzhangqilaishuo，zhongduanjiagexiajiangduiyupeiyusansixianshichangxiaofeixiguanhetigaoxiaofeiliangyouhendabangzhu。shandongbendiruqiaoyajituan（02425.hk）decaibaojiuxianshi，gongsishangbannianyuanliaonaiherouniushoujiajiangdi15.8%he16.8%，xiaoliangfenbietongbizengzhang4.9%he71.0%。

duiyuxingyeheshiyinglaiguaidian，mengniuruyejituanshouxicaiwuguanzhangpingbiaoshi，yujimingnianlinjinzhongqiu、guoqingshuangjieshi，gongxuhuidadaoxiangduipinghengdezhuangtai。

卖水、卖奶酪，乳企押宝多元业务

congxifenpinleilaikan，yetainai、naifenjinaizhipin、lengyinyewuweiruqizhuyaoshourulaiyuan。

qizhong，naifenqiyeyejixianghao。youyusanhaizhengcedengzhichixingcuoshi，xinshengershuliangdexiajianghuojiangyousuofanghuan，zheiyeweizhongguoyingyouerpeifangnaifenshichangdailaizhengxiangyingxiang。shangbannian，zhongguofeihe、aoyou（01717.hk）、beiyinmei（002570.sz）dengjunshixianyingshouzengzhang。

tongshizuoweixiaofeishengjidaibiaodenailaozhipinyequdejiaohaobiaoxian，daidongqiyeyejihuinuan，miaokelanduo（600882.sh）shangbannianjinglilude168.77%dezengzhang。

dangxia，xiaofeizheduiruzhipindexuqiuquxiangyugexinghua、duoyuanhua，geruqiyezaibuduankuozhanchanpinxian。

mengniuruyebingpinshiyebujiuzaijinrizhaokaile2024niandongpinxinpinfabuhui，tuichuleliangdazhudalianmingdingzhixilie、jin100kuansku，baokuohaixianshuijiao、niupaideng；guangmingruyeshangbanniantuichu34kuanxinpin，hangaixiannai、changwennai、bingpindengduogepinlei；yiligufentichuyaojiangshuiyindazaoweigongsidedierzengzhangquxian，bingzaifeiruyewushangjinxinggengduochangshi。

2024nianzuoweitiyudanian，yeweiyiligufen、mengniuruye、junlebaodengbushaoruqidailaileshangxindeqiji。qizhong，yilituichuchaobaikuanbaliaoyunhuixiandingchanpin。qijichudeshujuxianshi，aoyunqijian，yenaitianmaoqudaozonggmvtongbizengzhangchao50%，yiliqijiandiangmvtongbizengzhangchao200%，qixiazipinpaijindianqijiandiangmvtongbizengzhangchao300%，anmuxiqijiandiangmvtongbizengzhangyu30%。

zaijinnian7yuejubandedishiwujienaiyedahuishang，zhongguonongyenongcunbufubuzhangmayouxiangbiaoshi，jianyichanyeyouhuagongjijiegou，zengjiapingjiayetainaiheganruzhipingongji。zheiyeshijinnianyilaiduojiaruqidiaozhengdefangxiang。

mengniuqixiamiaokelanduozairiqiandeyejishuominghuishangbiaoshi，gongsichubeiduokuanchangdiwennailaolingshi，yujihuizai2024niangenjushichangqingkuangluxutuichu，tongshi，qituidonggengduochangwennailaolingshijinrulingshiliangfanqudao。

yiligufenzebiaoshiyaofengfunailaochanpinjuzhen，tigongertonglingshi、chengrenlingshi、zuocannailaodengchanpin；zhongguofeihejiangzhubutuichunailaochanpin，diwennailaoxilie，baokuogaogaigaodanbaidejishinailao，yijirongheshijieduozhongjingdiannailaodezhishipiandeng。

congzhengtishichanglaikan，rupinshichangrengyoujiaodachengzhangkongjian。genjujinnian1yueguoxinbanjuxingde2023niannongyenongcunjingjiyunxingqingkuangxinwenfabuhuishangdeshuju，muqianwoguorenjunnaileinianxiaofeiliangjinweishijiepingjundesanfenzhiyi、yazhoupingjundeerfenzhiyi。

zhongguonaiyexiehuifabude《zhongguoruzhipinxiaofeikuorongtizhizhidaoyijian》xianshi，dao2025nianhe2030nian，woguorenjunruzhipinxiaofeiliangjiangfenbietupo45gongjinhe50gongjin，zheiyishuzizai2023nianwei42.4gongjin。

songliangbiaoshi，zaiyou9yirenkoudesansixianshichang，renjunruzhipinxiaofeilianghaiyoujinyibutishengdekongjian；congchanyefazhanjiaodukan，zaiguoqude30nianli，zhongguoruqitongguocufangshidefazhan，jiejuelejichuyingyangdexiaofeishuliangheanquanwenti，tongshizaizhubujiejuepinzhiwenti，weilai，ruqihainengyizhongguorendeyingyangjiegoupianhaoweijichu，dalituijinzhuanyegongnengyingyangchanyedefazhan。

（应受访者要求，文中王茜为化名）