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中国的乳制品人均消费量远不及发达国家,按道理乳制品制造行业会有广阔的发展空间。 但是由于乳制品企业的一哄而上,无序竞争,造成投资者被低门槛绊倒。 由于经济落后和缺乏消费传统,中 国乳业的发展一度非常落后,人均消费 量长期在发达国家的1%以下徘徊。然 而,从1998年开始,中国的乳制品消费 开始升温,当行业默默地高速增长了六 年以后,人们突然发现,乳业是一个点 石成金的宝贝行业。政府、农民、企业 家、基金经理们纷纷开始把目光投向 这个原本土气的行业。而伊利旋风般 的收购、蒙牛火箭一般的增长神话,一 次又一次地揪动着投资者敏感的神经。 然而,当很多投资者满怀希望荡漾在 乳业的波涛中时,却突然发现宝贝变 成了鸡肋。
The per capita consumption of dairy products in China is far less than that in developed countries. Logically speaking, the dairy product manufacturing industry will have ample room for development. However, due to the hectic and disorderly competition of dairy companies, investors have been tripped by the low threshold. Due to the backward economy and the lack of consumption traditions, the development of China’s dairy industry was once very backward. The per capita consumption has long been hovering below 1% of the developed countries. However, since 1998, the consumption of dairy products in China has started to increase. When the industry grew silently and rapidly for six years, people suddenly realized that the dairy industry is a precious stone industry. The government, peasants, entrepreneurs, and fund managers are all beginning to look into this largely rustic industry. The cyclical acquisition of Yili, Mengniu Rockets general growth myth, again and again to twitch the sensitive nerves of investors. However, when many investors are full of hope waves in the waves of the dairy industry, but suddenly found that baby became a tasteless.