乳制品行业气候风险再识别：从不可控外力到经营中的可控变量

Investment Rating - The report provides a comprehensive analysis of the dairy industry, focusing on climate risks and their financial implications, but does not explicitly state an investment rating [1]. Core Insights - The dairy industry is facing significant climate risks that can impact milk production and financial performance. Companies need to assess these risks as controllable variables in their operations rather than as uncontrollable external forces [11][19]. - The report emphasizes the importance of sustainability consulting in helping dairy companies navigate climate-related challenges and improve operational resilience [1][11]. Summary by Sections - Overview: The dairy industry is increasingly recognizing climate risks as critical factors affecting production and profitability. Companies are encouraged to adopt strategies that mitigate these risks [6][11]. - Financial Impact Assessment: The report discusses how climate risks can directly affect milk yield and overall financial health, urging companies to implement robust risk management frameworks [11][39]. - Sustainability Strategies: It highlights the need for dairy companies to integrate sustainability into their business models, focusing on operational adjustments that can lead to better environmental outcomes and financial performance [1][11]. - Consulting Services: The role of sustainability consulting is underscored, with recommendations for dairy companies to engage with experts to develop tailored strategies for climate risk management [1][11].