艾媒咨询 | 2026-2027年中国饮料乳品行业状况及标杆企业研究报告

饮料乳品行业涵盖以牛乳、羊乳等为原料经加工制成的液态乳、酸奶、乳饮料及含乳饮品等产品的研发、生产与销售，核心产品包括常温奶、低温奶、发酵乳及功能性乳制品，原料依赖上游养殖、生产工艺要求高、消费周期性较弱且产品迭代快。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026-2027年中国饮料乳品行业状况及标杆企业研究报告》数据显示，伊利股份、东鹏饮料及养元饮品市值合计3330.04亿元，占TOP10总市值3975.65亿元的83.76%；利润合计占TOP10总利润89.45%，盈利高度集中于伊利股份这一龙头，其利润是第二名东鹏饮料的四倍，呈现典型的一超多强格局。
艾媒咨询分析师认为，头部企业集中度高达80.02%，伊利股份以优势领跑，形成“一超多强”格局。TOP10中后七家企业营收从28.43亿元降至8.78亿元，品类侧重植物奶、奶酪等细分领域，显示行业营收结构高度依赖传统乳品，健康度中等，竞争呈两极分化。成熟企业靠规模与渠道优势稳增长，中小企业正通过差异化产品寻找成长窗口，整体处于品牌生态位调整期。
The beverage and dairy industry encompasses the research, development, production, and sales of liquid milk, yogurt, dairy beverages, and other dairy-containing products manufactured from raw materials such as cow's milk and goat's milk. Core products include ambient milk, chilled milk, fermented milk, and functional dairy products, which rely heavily on upstream livestock farming, require advanced production processes, exhibit weak consumption seasonality, and undergo rapid product iteration. According to data from iiMedia Research, a globally leading third-party data mining and analysis firm specializing in new economy industries, in its latest report titled "China Beverage and Dairy Industry Status and Leading Enterprises Report 2026–2027," Yili Group, Dongpeng Beverage, and Yangyuan Beverage collectively account for a market capitalization of RMB 333.004 billion, representing 83.76% of the total market capitalization of the TOP 10 companies at RMB 397.565 billion; their combined profits account for 89.45% of the total profits of the TOP 10, with profitability highly concentrated in Yili Group—the industry leader—with profits four times those of its second-place competitor, Dongpeng Beverage, reflecting a typical pattern of one dominant player and multiple strong competitors.
Analysts at iiMedia Research believe that the concentration of leading enterprises reaches as high as 80.02%, with Yili Group taking the lead with its advantages, forming a "one dominant player and multiple strong competitors" landscape. The revenue of the bottom seven companies in the TOP 10 fell from 2.843 billion yuan to 878 million yuan, focusing on niche segments such as plant-based milk and cheese, indicating a highly dependent revenue structure on traditional dairy products, moderate health appeal, and polarized competition. Mature enterprises maintain steady growth through scale and channel advantages, while small and medium-sized enterprises seek growth opportunities through differentiated products, collectively undergoing a period of brand ecosystem adjustment.

艾媒报告|2019-2020中国乳业行业运行大数据及市场趋势研究报告

本报告研究涉及企业/品牌/案例：伊利集团、蒙牛集团、飞鹤乳业、光明乳业；其他提及企业/品牌：Vinamilk、TH True Milk、Moc Chau Milk、NutiFood、Hanoimilk、澳优、健合集团、中国圣牧、现代牧业、西部牧业、和路雪、梦龙、Grom、特仑苏、金典、三元、旺仔、辉山、完达山、维他奶等

2020年1月21日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2019-2020中国乳业行业运行大数据及市场趋势研究报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对中国乳业的发展现状、国际贸易环境和上下游进行深度分析，并且以蒙牛集团、光明乳业、伊利集团、飞鹤乳业等上市公司作为典型案例进行商情分析，深入研究中国乳业行业运行模式和发展趋势。2019年10月，全国监测城市鲜奶平均零售价格每斤为5.40元，环比涨0.4%，同比涨1.9%。其中，袋装鲜奶每斤4.96元，环比涨0.4%，同比涨1.6%。盒装鲜奶每斤5.84元，环比涨0.3%，同比涨2.1%。艾媒咨询分析师认为，随着对鲜奶的认识越发深入，消费者对鲜奶的需求量不断扩大，中国鲜奶市场将持续增长，预计到2020年鲜奶零售价将保持稳步增长的趋势。

The report conducts an in-depth analysis of the development status, international trade environment, and upstream and downstream of China's dairy industry. Group companies, Feihe Dairy and other listed companies conduct business analysis as typical cases, and in-depth study of the operation mode and development trend of China's dairy industry. In October 2019, the average retail price of fresh milk in monitored cities nationwide was 5.40 yuan per catty, up 0.4% month-on-month and 1.9% year-on-year. Among them, bagged fresh milk was 4.96 yuan per catty, up 0.4% month-on-month and 1.6% year-on-year. Boxed fresh milk was 5.84 yuan per catty, up 0.3% month-on-month and 2.1% year-on-year. iiMedia Research Consulting analysts believe that as the understanding of fresh milk deepens and consumer demand for fresh milk continues to expand, the Chinese fresh milk market will continue to grow, and it is expected that the retail price of fresh milk will maintain a steady growth trend by 2020 .