维他奶“大撤退”：厂家或面临巨额罚款，赛道严重内卷

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维他奶“大撤退”：厂家或面临巨额罚款，赛道严重内卷

新浪科技2021-07-07

维他奶并不是消费者唯一的选择。因对员工事件言论不当，维他奶站上了舆论的风口浪尖。连日来，多地超市先后下架维他系产品。有经销商直言：“替代品很多，不卖他卖别的”。另有业内人士指出，KA渠道产品下架，罚款要由厂家来承担，“可能要罚几万甚至几十万”。资本市场同样给予了沉重打击，维他奶国际继7月5日大跌11.7%之后，昨日继续下挫，最终报收25.90港元/股，较2020年最高点时缩水近四成。迫于...

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Comment（6）

不抽烟
·2021-07-07
還得加緊事件宣傳的力度。
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longLong
·2021-07-07
消滅黃色經濟圈
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NCP88
·2021-07-07
可替代的產品
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嘉文妈
·2021-07-07
沒有維他奶還可以選擇別的[微笑]
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Jasanxu
·2021-07-07
買別的吧
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财运亨通666
·2021-07-07
6
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- Vicholes:
  [微笑]
  2021-07-07
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维他奶在各大电商平台的植物蛋白饮料类目和茶饮料类目中均位列第一，是当之无愧的全网饮料第一。\"2021 年 618，维他奶继续拿下天猫茶饮料类目和京东饮料品牌销售榜单双料第一名。\n虽然维他奶都具有强大竞争力，但是这个赛道依然很拥挤。\n业内人士分析，目前的国内的豆奶市场，进入门槛比较低、同质化比较严重、市场的集中度不够，时刻都面临着重新洗牌的危机。\n这几年，觊觎豆奶市场的传统巨头企业越来越多。\n2017年4月，达利食品推出了战略级的新品豆本豆，并寄希望在豆奶这个品类实现第一品牌的市场卡位；同年年底，伊利集团推出了即饮豆奶新品——植选浓香豆乳，正式入局豆奶市场。2018年，统一豆奶新品“诚实豆”正式市场，产品主打不添加防腐剂。\n其实豆奶是一个小品类领域，其背后是整个植物奶大品类。在这个类目下，六个核桃、承德露露早就已经盘踞多年，深耕北方市场。\n而随着这几年植物基大热，新兴品牌相继涌入。主打低脂、环保的Oatly燕麦奶已经在5月底上市，成为“植物奶第一股”，市值近千亿元人民币。\n资本圈展开对植物基领域的追逐，今年2月，每日盒子宣布完成数百万元天使轮融资，又在6月24日传出完成近千万元天使+轮融资；4月，可可满分宣布完成数百万元天使轮融资，植物标签获得6000万元天使+轮融资……据新浪财经不完全统计，今年以来，植物基饮品赛道至少完成7起融资事件。\n此外，其他赛道的快消品牌们也在不断加速布局。近日，洽洽食品表示，今年会考虑投放坚果乳；上周，今麦郎董事长范现国更公开表示公司将入局植物基饮料市场。\n“最近连土豆奶都出现了，植物基市场‘内卷’的厉害”，一位植物基外企市场部高管告诉新浪财经。\n正如前述维他奶经销商所言，现在饮料很多，维他奶并不是消费者唯一的选择。在维他奶另一大单品——维他柠檬茶的领域，也时刻面临着阳光柠檬茶、小茗同学等竞品的追逐。\n维他奶也许有任性的资本，但是投票权永远掌握在消费者手中。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":140623226,"gmtCreate":1625655488765,"gmtModify":1703745729491,"author":{"id":"3519257251045119","authorId":"3519257251045119","name":"不抽烟","avatar":"https://static.tigerbbs.com/1d44ce8ca4c75f4d130a46c1a446feb8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3519257251045119","idStr":"3519257251045119"},"htmlText":"還得加緊事件宣傳的力度。","listText":"還得加緊事件宣傳的力度。","text":"還得加緊事件宣傳的力度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140623226","repostId":1141976116,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":140042916,"gmtCreate":1625621167635,"gmtModify":1703745047446,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3568455935515544","idStr":"3568455935515544"},"htmlText":"消滅黃色經濟圈","listText":"消滅黃色經濟圈","text":"消滅黃色經濟圈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140042916","repostId":1141976116,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":140056591,"gmtCreate":1625620841713,"gmtModify":1703745034967,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"htmlText":"可替代的產品","listText":"可替代的產品","text":"可替代的產品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140056591","repostId":1141976116,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":140053780,"gmtCreate":1625620764140,"gmtModify":1703745024987,"author":{"id":"3569619580669558","authorId":"3569619580669558","name":"嘉文妈","avatar":"https://static.tigerbbs.com/5a2964bfe1c4f7aea7ff54dc079995e2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3569619580669558","idStr":"3569619580669558"},"htmlText":"沒有維他奶還可以選擇別的[微笑]&nbsp;","listText":"沒有維他奶還可以選擇別的[微笑]&nbsp;","text":"沒有維他奶還可以選擇別的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140053780","repostId":1141976116,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":140050178,"gmtCreate":1625620675694,"gmtModify":1703745021045,"author":{"id":"3581717368176228","authorId":"3581717368176228","name":"Jasanxu","avatar":"https://static.tigerbbs.com/bd29b91dc72afda37156f620ef5be114","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581717368176228","idStr":"3581717368176228"},"htmlText":"買別的吧","listText":"買別的吧","text":"買別的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140050178","repostId":1141976116,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":140029228,"gmtCreate":1625620354764,"gmtModify":1703745008902,"author":{"id":"3569807003989803","authorId":"3569807003989803","name":"财运亨通666","avatar":"https://static.tigerbbs.com/1385f430c55412c3f26906b28fdc08a4","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3569807003989803","idStr":"3569807003989803"},"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140029228","repostId"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