wen | yemacaijing yaoyue zhangkaijing

编辑丨武丽娟

luminfangchedigaobiemengniuruye（2319.hk）。

2024nian3yue，mengniuruyexuanbuluminfangciquzongcaizhiwu。jiangeyuebannian，10yue10riwan，mengniuruyegonggao，luminfangcirengongsizhixingdongshi、dongshihuifuzhuxi、zhanlvejifazhanweiyuanhuihekechixufazhanweiyuanhuichengyuandengzhiwu。

zhici，luminfangjiangbuzaidanrenmengniuruyerenhezhiwu，chedijieshuleqizaimengniuruye8nian1geyuedezhiyeshengya。

zhongguoqiyezibenlianmengfulishizhangbowenxibiaoshi，luminfangdecirenqueshishimengniuruyeyicizhongyaoderenshibiandong。erluminfangcongcirenzongcaidaocirensuoyouzhiwu，lijingshuyue。conggongsijiaodulaikan，zheihuoxushiweilebimianyinhexinrenyuandeturanbiandongjigongsiyunyingdailaichongji，liuyoushijiantiqianguihuahezhubuguodu，jianshaorenshibiandongduigongsirichangyunyinghezhanlvezhixingdeyingxiang。

mengniu1999nianchuangliyilai，luminfangshizairenshijianzuizhangdeyiweizongcai。2016nian，mengniuruyejinglirunxiahuazhiji，luminfang“linweishouming”。zailuminfangdedailingxia，2016nianzhi2023nian，mengniuyejijieliantupoduogebaiyidaguan，8nianguimofanbei，quanqiupaimingwenjuqianshi。tongshi，zailuminfangdanrenzongcaiqijian，mengniuyezaibinggou、guojihuafangmiandecelvegengjiji。

buguo，chedigaobiemengniuruyezhiqian，luminfangmeinengwanchengtichude“shuangqianyi”mubiao。2017nian，luminfangcengzhiding“2020nianxiaoshoueheshizhijundadaoqianyi”demubiao，zhidao2023nian，mengniudeyingshouyiranyuqianyishizhijiaobei，shizhiyejuqianyirengyoujuli。

jiezhi10yue11rishoupan，mengniuruyebao17.78gangyuan/gu，zongshizhi700yigangyuan（yueherenminbi637yiyuan）。

“铁腕”卢敏放

luminfangduiyumengniushi“yougongzhichen”，congqizaiweishijianjiukeyikanchulai。

genjumengniugongsizhangcheng，zongcairenqiyibanbuchaoguoliangjie，yijieshisannian。yangwenjunjiushilianrenliangjiehoujianghuojuchuandaosunyipingshouzhong，sunyipingzeshizairenzhidaodisinianshizhudongcizhi，jiangshuaiweiyijiaojiluminfang。erluminfangrenzhishijianzuyou8nian，yijingsuanshichaoe“fuyi”。

zailaidaomengniuqian，luminfangzhangqizaifaguodanengjituangongzuo，shidianxingdelaiziwaibudezhiyejingliren。yincitagangyishangrenjiu“duineidongdao”，zhanxianchuzijideguanlinenglihezhanlveyanguang。

“lushigaige”congzuzhijiagoukaishi。mengniuweicidazaolexindeshiyebuzhi，chenglichangwen、diwen、bingpin、naifendengjidachuizhishiyebu，jiangyuanlaiyoujituantongyiguanlideshengchan、pinpaidengxuduozhinengxiafangdaoshiyebu，dafujingjianzongbuguanlirenyuan；tongshijujiaoyoushipinlei，kandiaozengzhangguoman、meiyouyoushidepinpai。

zaiwaijiekanlai，zheishi“langxinghuiguimengniu”debiaozhi。luminfangyiduzai6geyueneihuandiaole11weizhixianhuibaodegaoguan，yongtazijidehuashuo，jiushi“nengshangjiuxing，buxingjiuxia”。

erzaizhanlvecengmianshang，luminfangshiqidemengniu，zhanxianchuleduishangxiayouchanyeliangongsinonghoudexingqu，qikaishimijibinggou，napashiqizhongyixiejiaoyibingbubeidangchudeshichangkanhao。

luminfangcengbiaodachu“yaoqianzhanxingdibujuguoneiguowaishangyounaiyuanjiruyuanliao”dexiangfa。weici，qijielianzhudaozhanlvetouzilebaokuoxiandaimuye、fuyuan、shengmudengzaineideduojiamuyegongsi，haiyuguowaideyixiedamuchangqiandinglehezuoxieyi。

dangshi，zhongguoyangzhiyezhengchuyudiguqi，luminfangcijupoyou“chaodi”depoli，erqiezhangwonaiyuanhou，mengniuhaikaishizaixiannaiyewushangxiagongfu。zhi2023nian，mengniuzaigaoduanxiannai、jichuduanxiannailiangkuaijunshishichangfenediyi。

xiayoufangmian，mengniuyouxianhouchijuzijiangaozhouyoujiyingyouerpeifangnaifenchangshangbeilami、nailaojutoumiaokelanduo，yijiniugenshengzaixinjiapochuangban、yinnizuodadebingqilinjutouaixueshourunangzhong。

zaiyetainaichuantongpinleizengsufanghuandedabeijingxia，gejiajutoudouzainulixunzhaodierzengzhangquxian，ermengniudedajushougouyebushiweiyizhongyingduifangshi。qirenzhundenaifen、nailao、bingpinsaidao，doushiruyejutouduoyuanhuaderemensaidao。

tixianzaicaibaoli，mengniudeyingshouzi2016niande540.97yiyuanzhangdaole2023niande986.24yiyuan；jinglirun2023niansuiranyousuoxiahua，dan48.09yiyuanxiangjiao2016nianzhiqianzuigaode23.67yiyuan，yesuanshifanlebei。

为何换总裁？

jinguanluminfangzhangongzhuozhu，danzaidangxiazheigeshijianjiedian，mengniuyequeshiyudaoleyixiewenti。

mengniuzishenyizhizaichengzhang，danjuliyilidechajuqueyuelaiyueda。

jincongyejishangkan，mengniuzainiugenshengshidaihaiyuyilihuyoushengfu。2007-2010nian，gensuiniugenshengchuangye、beishiwei“mengniushidachuangshirenzhiyi”deyangwenjunzhangduoqijian，mengniuyingshoucengjinglianxusinianchaoyueyili，chengweizhongguoruyelaoda。houjinguanmengniubeiyilifanchao，danchajuyezaihaolizhijian。

2012nian，mengniudagudongzhongliangjituanjiakuaijieru，bingchedi“quniugenshenghua”。daibiaozhongliangdesunyipingjietiyangwenjunshangren，zheiyijieduanmengniujinguanluohou，danyuyilidechajuhaiyizhibaochizai50yiyuanshangxia；2016nianluminfangshangrenhou，chajukaishizhujianlada，zhi2022nianyikuodazhiyue300yiyuan；2023nian，yilishouru1250.26yiyuan，mengniuzewei986.24yiyuan。

zaishouruchaochumengniudeqingkuangxia，yilidejinglirungengshidadaomengniudeyibeizhiduo。2023nian，yilijinglirunwei104.29yiyuan，mengniuzewei48.09yiyuan。

daole2024nianshangbannianzheizhongchajurengzai。juwindshujuxianshi，2024shangbannian，yingyeshourufangmian，yilihemengniufenbiewei593.33yiyuan、446.71yiyuan；jinglirunfangmian，yilihemengniufenbiewei75.31yiyuan、24.46yiyuan。

yewugouchengjihuxiangtong，liangzhedechajuzaina？xueqiuyonghu“xiaoxiejiazhitouzi”renwei，mengniudeliangdaqiangxiangxiannaihenailaodoushibuzhuanqiandeyewu。“xiannaidebaozhiqiduan，xingyeguimoxiao，quyuruqijingzhengduo，lenglianyunshuhebaocunchengbengao、dazhecuxiaoduo，wokandaoxiangguandeshujuxianshidiwenbankuaixingyezai2023nianshifuzengzhang5%zuoyou。suoyixiannaibingbushidajiaxiangxiangzhongdeneimejingqi。”

youyuxiannaibeiguiweiyetainaixiadexifenpinlei，mengniuzaiguowangdecaibaozhong，queshiyizhiweigongbuxiannaiyewudejutiyejishuzi，zhishipiluzengzhangbiliheshichangfene。

erzainailaoyewufangmianbeimengniujiyuhouwangdemiaokelanduo，bingbiaohoudediyinianyejijiuchuxian“huatielu”。yingshoutongbixiahua16.16%，jingliruntongbichuxianyaozhan，gongsifangmianchengshishouyuancailiaoshichangxingqingbiandongjihuilvbodongdengyingxiang。

shishishang，zheizhishimengniuzailuminfangrenqineiduoxiangxinkaituoyewudesuoying。gongsizai2023nianyejibaogaozhong，jiangjinglirunxiajiangguiyinyunianneiyingzhanlianyinggongsiyejijianshao。

mengniushangweipilulianyinggongsijutideyejishuzhi，danjincong2023nianshangbanniandeqingkuangkan，xiandaimuyejingliruntongbijianshao59%，zhongguoshengmujinglirunzetongbijianshao89.8%。

binggoubiaodemeinengshixianlixiangxiaoguodetongshi，mengniuyetainaizhuyedeyinglinengliyehaiyuyilicunzaiyidingchaju。

“xiaoxiejiazhitouzi”biaoshi，yilizaiyetainaiyingshoujinbimengniugaochuxiaojishiyideqingkuangxia，shuihoujinglirunnenggaochu30yi，zhuyaoshiyinweiyilidequdaoyijianengli、xiaofeizhemianqiandepinpailidougengqiang，erqiechanpinjiegougengjiajunheng。jutieryan，yilishixiaojingxiaoshangzhi，mengniuzeshidajingxiaoshangzhi，xuyaogengduoranglijijingxiaoshang；yilijindian、anmuxi、chunniunaidoushi200yiyingshouyishang，haiyoujinlingguan、yousuanrudengbaiyichanpinjuzhen，ermengniuzhuyaoyikao300yidetelunsu，youxie“pianke”。

zaicijichushang，youxueqiuyonghurenwei，mengniushigezhongshougoubinggoujinxingziyuanzhenghe，yilizeshiwenzhawendadefazhan，chanpinchuangxinduo，gaoguanyegengwending，congshangdaoxiadezhanlveyanxuxinggenghao。

duibilaikan，yilizi2005nianyilai，dongshizhangjianzongcaijiuyizhishipangang，ermengniurujinyijingyinglailezijidediwuweizongcai。

youyisideshi，ruguoanzhaoyilidechengzhangquxian，quduizhaoluminfanghanchude“shuangqianyi”mubiao，huifaxianruguo2020nianmengniuzhendedachengyingshouqianyi，jiangqiahaofanchaoyili，zhonghui“ruqilaoda”zhiwei。yiliyeshizai2021nian，caizhengshikuaguoqianyidaguan。

来源：Wind数据

zheihuoxushuoming，luminfang“shuangqianyi”dekouhaoyebushixiahande，qiyouzijidegucehejisuanzailimian。danshishishi，luminfangqueshi“shiyan”le，qiezhijinmengniurengweidachengyingshouqianyimubiao。zheiyebeibushaotouzizherenweishimengniugaocenghuanrendeguanjianyuanyin。

buguo，songliangrenwei，mubiaoheshijishilianghuishi，tichulemubiaobuyidingnengshixian，zheibushilingdaogenghuandezhuyaoyuanyin。

zaisongliangkanlai，mengniuhaishixiwanggaofeijietihou，nengchanshengpojudezuoyong。zheiliangnianzhenggeruyedoumianlinzhepingjingqi，duiyigeqianyiqiyelaishuo，yaoxiangyougenghaodefazhan，xuyaozaiduofangmianpoju。

高飞能带蒙牛“高飞”吗？

2024nian3yue，luminfangciqumengniuruyezongcaizhiwu，anzhaojituananpaishengrengongsifudongshizhang，bingjixudanrenzhixingdongshi。mengniuruyegaojifuzongcai、changwenshiyebufuzerengaofeijierenzongcai，bingdanrenzhixingdongshi。

shigeyuebannian，mengniuruyexuanbuluminfangchediciren。tongshi，mengniuruyeyexuanbuzhongliangjituanyouxiangongsizhanlvebufuzongcaijianchanyetouzibuzongjingli、zhongliangwomaiwangtouziyouxiangongsidongshiwangxi，jiangchurenmengniufeizhixingdongshi、zhanlvejifazhanweiyuanhuichengyuan。

buru2024nianyilai，mengniuruyejinglilebuxiaoderenshibiandong，erxinguanlicengshouxianmianduidejiushiyejitiaozhan。caibaoxianshi，2024shangbannian，mengniuruyeyingyeshouru446.71yiyuan，tongbixiajiang12.61%；jinglirun24.46yiyuan，tongbixiajiang19.03%。gongsiyetainai、bingqilin、naifenhenailaoyewushouruquanxianxiadie。

ruyezhuanjiasongliangbiaoshi，dangqianbujinshimengniuruyemianlinyejitiaozhan，zhenggerupinxingyedoumianlinzhepingjingqi。zheizhuyaoshoudaoxiaofeijiangji、yuannaiguosheng、xiaofeifensanhuafangmiandeyingxiang。zaisongliangkanlai，mengniuhaishixiwanggaofeijietihou，nengchanshengpojudezuoyong。zhenggeruyedoumianlinzhepingjingqi，duiyigeqianyiqiyelaishuo，yaoxiangyougenghaodefazhan，xuyaozaiduofangmianpoju。

mengniuruye2023nianyejihuishang，beixuanburenmingweixinrenzongcaizhiji，gaofeijiuqiangdiao，“wulunjintiandehuasheizuozaizheigegangweishang，dajiakenengshouxianhuixiangdaomengniudezhanlvehuibuhuibian，zheigehenjiandingdigaosudajia。”

zheishifouyiwei，luminfangde“shuangqianyi”mubiao“jiaobang”daolegaofeishouzhong？

yuciqianliangrenzongcaibutong，ruguoshuosunyipingshilaizizhongliang，luminfangshiwaibuzhiyejingliren，neigaofeijiushitushengtuzhangde“mengniuren”。

congzhiyelvlilaikan，gaofeizaidaxuebenkebiyedenianjijiujiarulemengniu，lirenxiaoshou、yingxiaobuquyujingli、zhongxinjingli、xiaoshouzongjingli、yingxiaozongjinglidengzhiwu，jihushibamengniusuoyouxiaoshouguanligangweililianleyibian，muduleniugensheng、yangwenjun、sunyiping、luminfangsirenzongcaizhizhangdequanguocheng。

zhangqichuyuxiaoshouyixian，ranggaofeijileilefengfuderuzhipinxiaoshoujiyingxiaotuiguangshizhanjingyan，zheiyeshiqiciqianbeiweiyiduimengniuzhengtiyejigongxianzuidadeshiyebu——changwenshiyebufuzerendezhongyaoyuanyin。

ergaofeidezhangongzhong，zuixianhedemoguoyudailingtuanduidazao“telunsu”zheiyigaoduannaipinpai，yijizhudaoleeluosishijiebeihekataershijiebeimengniu“yingxiaozhanyi”；ciwai，gaofeihaicengzhudaojianchengningxiaquanshuzhihuachaojigongchang。

songliangbiaoshi，gaofeizuoshileilifengxing、youbanyouyan，youpojudejuexin。erqietashifeichanglejiemengniude，duichanpin、pinpaiyouhenduojianjie，duishichangyouhenqiangliedeganzhi，suoyitazuozongcaihou，xiangxinmengniuweilaizaigaoduanchanpinhuozhexindechanpinsaidaodouhuiyouzhongdadejucuo。

buguo，duiyugaofeilaishuo，keguanzuli，yejiushixianzairuyeyudaopingjingqidedabeijinghaibaizaiyanqian，xiangyaoyousuotupobingfeiyishi。

songliangzhichu，zheiliangnianxingyedenaiguoduole，qiyedouzaishounaipenfen（yuannaibaozhiqibuzhang，penfenyichucun）。zheigezhanyongleshijiyishenzhi20duogeyidezijin，ruguoshuozheixieqiansuanzailirunliqingkuanghuihuanjieyixie，danqiyehaishiyaoshounai，yinweiyaobaohumuchang、baohushangyou，jinyigeqiyedeshehuizeren。zaizheizhongqingkuangxia，zheiliangnianzengshoubuzenglikendingshichangtaide，danshicongzhongzhangqilaishuo，kendingbushichangtaihuade。

zaisongliangkanlai，mengniudepojuzhicezaiyuruhekaituoxindeyewubankuai，baokuozaiguojihuafangxiangshangzhongxinjujiaohedingwei。congzheigefangmianlaishuo，kenengyaotuporuzhipin。yinweichuantongsaidaojibenshangchuchengrennaifenyiwai，wulunshiyetainai、naifen、nailao，xianzaidoushipingjingqi，xinsaidaodaodishishenmehennanjiang。yilixianzaikaishizuoshui、zuochayin，mengniushibushiyeyaozuoni？haiyouzaiquanjiajingzhunyingyangfangmian，danneigedongxigenwomendekuaixiaopinbudayiyang，yaochangshiyeshihenjiannandeguocheng。

luminfangjigaofeiliuxiale“jiadi”，yeliuxiale“tiaozhan”。jiexialaijiukanzheiwei“laomengniuren”nengjiaochuzenyangdedajuanle。

nipingshidouxiguanmaishenmepaizideniunai？pinglunquliaoliaoba！