港股详情

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奈雪的茶

0.640

-0.010-1.54%

成交量：211.25万

成交额：136.86万

市值：10.85亿

市盈率：-4.57

高：0.670

开：0.630

低：0.630

收：0.650

52周最高：1.760

52周最低：0.580

股本：16.96亿

香港流通股本：16.96亿

量比：0.71

换手率：0.12%

股息：- -

股息率：- -

每股收益(LYR):-0.140

净资产收益率：-6.45%

总资产收益率：-2.17%

市净率：0.26

市盈率(LYR):-4.57

市销率: 0.22

数据加载中...

总览公司新闻公告

奈雪的茶更新2026年5月股份变动月报表，股本维持稳定

茶饮股全线受挫蜜雪集团(02097)跌5.68%、沪上阿姨(02589)跌4.05%

“‘外卖大战’我们太痛苦了”柠季接手哈根达斯中国内地门店业务背后，茶饮品牌“卖杂货”寻翻身

每日经济新闻

黄仁勋成“最强外援”！420亿，宇树给投资人送了份儿童节礼物

茶饮股普涨奈雪的茶(02150)领涨6.06% 机构指头部公司有望通过产品创新、IP营销等方式持续获客

奈雪的茶，困局不只股价崩塌

红星资本局

茶饮品牌激战冰激凌赛道

中国经营网

奈雪的茶授予董事股份购回授权，规模达已发行股本一成

港股异动 | 奈雪的茶(02150)盘中涨超8% 奈雪近期在全国连开50家新店出海进程显著提速

拆解野人先生：两年翻13倍，没有参照物，摸着石头过河

茶饮股全线走低古茗(01364)领跌3.61% 机构料26年堂食回归&消费偏理性健康

从杯子到瓶子，茶咖巨头们把生意做到了超市货架上

港股概念追踪 | “五一”多元出游激活假日经济长线游市场爆发餐饮消费、酒店等领域获关注(附概念股)

消费行业冰火两重天，在分化中前行

奈雪的茶4月股份变动月报：股本维持不变

奈雪的茶2025年营收43.31亿元，亏损大幅收窄并聚焦门店及治理优化

新式茶饮年报观察|奈雪的茶从第一股到业内垫底：连亏两年、大规模闭店股价较发行价下跌96%市值仅13亿港元

市值蒸发超95%，净关店152家，“新茶饮第一股”奈雪的茶怎么了？

新茶饮行业业绩盘点：从下沉市场到供应链的较量

中国经营网

同行都赚麻了，为什么奈雪的茶还在亏损？

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港股茶饮股全线受挫，截至发稿，蜜雪集团(02097)跌5.68%，沪上阿姨(02589)跌4.05%，奈雪的茶(02150)跌3.95%，古茗(01364)跌2.67%，茶百道(02555)跌1.68%。消息面上，国金证券此前研究指出，茶饮行业在2026年会迎来“回归堂食体验，转向理性健康”的结构性变化。随着外卖红利退坡及逐渐增强的咖啡混战，消费者逐渐开始追求控糖养生与“顺便一杯或坐一下”的松弛体验。品牌唯有保持定力、拒绝外卖盲目内卷，将预算从低效的外卖补贴转投入到堂食的场景打造中，通过高价值单品、心智触达等方式重塑单店模型，才可以让企业端持续稳健发展。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982904","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364","02150","BK1233","BK1587","02097","02589","LU2488822045.USD","LU0211977185.USD","BK1616","02555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640910503","title":"“‘外卖大战’我们太痛苦了”柠季接手哈根达斯中国内地门店业务背后，茶饮品牌“卖杂货”寻翻身","url":"https://stock-news.laohu8.com/highlight/detail?id=2640910503","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640910503?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 19:34","pubTimestamp":1780400063,"startTime":"0","endTime":"0","summary":"现制茶饮见顶，品牌们挖空心思想在其他品类上做花样。柠季拿下哈根达斯中国内地门店业务，便是此轮跨界潮里最重磅的标志性事件。当地时间6月1日，美国跨国食品巨头通用磨坊在其官网公告称，将其在中国内地的哈根达斯门店业务授权出售给包括柠季在内的投资者集团，买方将获得通用磨坊的独家许可，在中国内地的冰淇淋门店和礼品业务中独家使用哈根达斯品牌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606023757715681.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606023757715681.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1233","BK4610","BK4526","BK1587","BK1616","LU0348766576.USD","BK4209","CHA","02150","BK4539","LU0348767384.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640477992","title":"黄仁勋成“最强外援”！420亿，宇树给投资人送了份儿童节礼物","url":"https://stock-news.laohu8.com/highlight/detail?id=2640477992","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640477992?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 13:51","pubTimestamp":1780379462,"startTime":"0","endTime":"0","summary":"如果顺利，宇树将成为A股“人形机器人第一股”，目前估值约420亿元。5月12号，宇树毫无征兆地甩出了全球首款量产的载人变形机甲GD01，起步价直接定在390万，冲上了微博热搜榜。连黄仁勋都亲自下场，送上神助攻。据悉，这款机器人预计将在2026年第四季度正式推出。一句话，直接体现了宇树在投资人心中的分量。2025年宇树人形机器人出货量破5500台，位居全球第一。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1780307034517819683","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0689472784.USD","LU0572939691.SGD","LU0444973449.USD","BK1618","LU0117841782.USD","LU0084288322.USD","LU2462611646.USD","LU0345769128.USD","IE00B19Z8X17.USD","LU2023250330.USD","LU0203201768.USD","LU0650527681.SGD","BK1589","LU2125154778.USD","LU2168564495.EUR","BK4504","IE0004445239.USD","IE0003851619.USD","LU0267386448.USD","LU2168563687.JPY","LU1400636657.SGD","LU1497734951.SGD","LU0865486749.SGD","07788","LU1721428933.USD","LU2592432038.USD","LU1629966141.USD","HK0000304805.HKD","TSLQ","LU0061477393.USD","LU0868494708.USD","LU0441854154.USD","LU2756315318.SGD","LU0787776722.HKD","LU0577902371.SGD","LU0463099449.HKD","LU0323240290.USD","IE00B1BXHZ80.USD","LU0640798160.USD","LU2471134523.USD","BK4574","BK1608","LU0256863902.USD","LU2125910849.SGD","LU0048580855.USD","LU0326948709.USD","HK0000165453.HKD","LU1211504680.USD","LU0107464264.USD","LU1923623000.USD","LU1196710195.USD","SG9999001226.SGD","LU0315178854.USD","LU0540923850.HKD","LU0572940350.SGD","LU2211815571.USD","LU1244550221.USD","LU2244417387.USD","SG9999002828.SGD","LU1861215975.USD","LU0762541174.USD","IE00BMPRXQ63.HKD","SG9999002224.SGD","IE00B543WZ88.USD","LU0348816934.USD","SG9999015952.SGD","LU2272731782.SGD","LU0561508036.HKD","LU2111349929.HKD","LU0164865239.USD","LU0310799852.SGD","LU0942090050.USD","LU1046422090.SGD","NVDL","HK0000352291.HKD","LU0154236417.USD","LU2462591350.SGD","LU0348783662.USD","LU0061474705.USD","LU0192582467.USD","IE00BDRTCR15.USD","HK0000151867.HKD","LU2317271919.USD","LU1435385759.SGD","LU0683600562.USD","LU1956131251.USD","LU0234572021.USD","BK4567","IE00B775SV38.USD","07366","LU0633140560.USD","LU0918141887.USD","LU0345770993.USD","LU1733274473.HKD","LU1551013425.SGD","LU0132412106.USD","LU0117844026.USD","LU2394011477.USD","LU0251144936.SGD","LU0049112450.USD","BK1587","LU0738912210.USD","LU2449936058.SGD","SG9999001689.USD","LU2250418816.HKD","LU0648948544.HKD","BK4558","IE00BF5LJ272.USD","LU0823434583.USD","LU1810669033.SGD","LU1868838027.USD","LU2750360641.GBP","IE00B3S45H60.SGD","LU0173614495.USD","LU1051768304.USD","LU0215105999.USD","LU0143863784.USD","LU0354030438.USD","LU1951200564.SGD","LU2322448791.USD","LU0672654240.SGD","SG9999018857.SGD","TSL","TSLR","LU2954938101.SGD","SGXZ31699556.SGD","LU1400636574.HKD","LU0276348264.USD","SG9999014914.USD","LU0329678170.USD","IE00BZ1G4Q59.USD","LU2148510915.USD","TSLT","SNVD.UK","SG9999000459.SGD","IE00B0169N27.USD","LU0949170772.SGD","LU0594300419.USD","LU1992135399.USD","SG9999014906.USD","LU2463028550.USD","LU0831103253.SGD","LU0577902538.SGD","LU1188198961.HKD","LU1366334651.USD","LU2251237488.HKD","IE00BJTD4V19.USD","LU0528227936.USD","LU2750360997.AUD","LU0327786744.USD","BK1517","LU0323591593.USD","IE0032834883.USD","LU2462157665.USD","NVYY","HK0000532082.HKD","LU0081259029.USD","LU0225283273.USD","LU0316494557.USD","02150","LU1242518857.USD","LU1548497426.USD","LU0345769631.USD","LU2462591277.SGD","LU0823413587.USD","LU0259732245.USD","IE00B5949003.HKD","LU1102505929.USD","IE0009570106.USD","BK4533","LU0417516571.SGD","SG9999007991.SGD","09888","LU0011850046.USD","LU0511384066.AUD","LU1770036033.HKD","LU0476273544.USD","BK4598","LU2065171311.SGD","ANV","2NVD.UK","LU2065170008.USD","SGXZ81514606.USD","IE0003795394.USD","LU0737861772.HKD","IE0004086264.USD","LU0642271901.SGD","LU0274383776.USD","LU1769817096.USD","LU2237443895.HKD","LU0608807946.USD","HK0000252160.HKD","LU0047713382.USD","NVDW","BK1506","LU0651947912.USD","LU0238689110.USD","BK4531","LU0310800965.SGD","LU1917777945.USD","LU2326559502.SGD","09366","LU2249611893.SGD","07388","LU0057025933.USD","LU0577902454.USD","LU1048596156.SGD","BK4550","LU1439102457.SGD","LU0651946864.USD","LU1720050803.USD","LU2265009873.SGD","LU0788109477.HKD","LU0328353924.USD","LU2362541273.HKD","TSLI","LU1282648689.USD","LU0823421333.USD","HK0001040143.USD","LU1688375341.USD","LU0054450605.USD","NVDD","LU0957791311.USD","BK4535","BK4604","LU2168564222.USD","LU2552382058.USD","BK4575","LU2087625088.SGD","LU1226287792.SGD","LU0828238088.HKD","LU1267930573.SGD","IE00BKDWB100.SGD","LU2294711713.HKD","SG9999006597.SGD","LU0820561909.HKD","LU2191332357.HKD","HTCD.SI","LU1202635105.USD","LU1267930490.SGD","LU0054237671.USD","LU2092627202.USD","LU2237443465.HKD","BK4548","NVDU","LU0588545490.SGD","LU0348805143.USD","LU213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奈雪的茶(02150)领涨6.06% 机构指头部公司有望通过产品创新、IP营销等方式持续获客","url":"https://stock-news.laohu8.com/highlight/detail?id=2640498272","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640498272?lang=zh_cn&edition=fundamental","pubTime":"2026-06-01 10:24","pubTimestamp":1780280692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股普涨，截至发稿，奈雪的茶  涨6.06%，蜜雪集团  涨5.38%，古茗 涨4.56%，茶百道  涨 2.29%。其中茶饮公司业绩相对亮眼，蜜雪、古茗、沪上阿姨归母净利润均同比高增。随着餐饮行业复苏，头部公司有望持续通过产品创新、IP营销等方式优化顾客用餐体验，从而持续获客，看好头部公司市场份额获取能力。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982617","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1169589451.USD","BK4585","LU1481599808.USD","BK4136","02097","LU1481600234.SGD","02555","IP","BK4588","LU0211977185.USD","BK1233","01364","LU1169590202.USD","02150","BK1587","LU2463526074.USD","LU2488822045.USD","LU1487256676.USD","BK1616","IE00B3T34201.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639760954","title":"奈雪的茶，困局不只股价崩塌","url":"https://stock-news.laohu8.com/highlight/detail?id=2639760954","media":"红星资本局","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639760954?lang=zh_cn&edition=fundamental","pubTime":"2026-05-30 19:56","pubTimestamp":1780142185,"startTime":"0","endTime":"0","summary":"2021年6月，奈雪的茶（02150.HK）登陆港交所，顶着“全球新茶饮第一股”的光环，发行价19.8港元。五年过去，截至5月29日，最新股价只剩0.66港元，累计跌幅超过96%，已沦为港股仙股。如果只看股价，这几乎是一家失败公司的标准画像。但另一面同样真实。奈雪的门店仍在营业，新品仍在推出，商场里依然有人排队，社交媒体上也不乏消费者分享那杯熟悉的霸气鲜果茶。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605303755084371.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1616","BK1587","02150","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639704406","title":"茶饮品牌激战冰激凌赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2639704406","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639704406?lang=zh_cn&edition=fundamental","pubTime":"2026-05-30 03:46","pubTimestamp":1780083997,"startTime":"0","endTime":"0","summary":"随着初夏的到来，一场围绕着“现制冰激凌”的争夺战在茶饮行业打响。《中国经营报》记者注意到，5月21日，霸王茶姬正式宣布旗下“Geelato茶拉朵”冰激凌在部分门店上线，产品开售后出现了排长队的情况，相关话题迅速冲上微博热搜。而纵观整个新茶饮行业，“茶饮+冰激凌”的打法早已拉开帷幕。据不完全统计，蜜雪冰城、甜啦啦、茶话弄、古茗、茶百道等茶饮品牌均已上线夏日冰品。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605303754821518.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1616","LU0348766576.USD","CHA","LU0348767384.USD","BK4209","BK4539","BK4610","02150","02555","BK1233","BK1587","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186187064","title":"奈雪的茶授予董事股份购回授权，规模达已发行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1186187064","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186187064?lang=zh_cn&edition=fundamental","pubTime":"2026-05-29 17:52","pubTimestamp":1780048353,"startTime":"0","endTime":"0","summary":"奈雪的茶控股有限公司于香港联合交易所有限公司主板上市，董事会宣布，将于2026年6月24日召开股东周年大会，提请股东批准一项股份购回授权，最高可购回公司不超过已发行股份总数10%。若该授权获股东正式批准，董事会将有权于有关期间按上市规则及适用法律规定，购回最多约1.71亿股，占已发行股份总数约10%。董事会表示，此举有助于提升股东回报、优化资本结构，符合公司及股东的最大利益。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"奈雪的茶授予董事股份购回授权，规模达已发行股本一成","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02150"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639189642","title":"港股异动 | 奈雪的茶(02150)盘中涨超8% 奈雪近期在全国连开50家新店 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ST店开业售出超万份产品，而印尼首店雅加达Kasabulangka店开业同样人气爆棚，开业当日即排起长队。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1447666.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","BK4588","VXUS","BK1233","02150","BK1616","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636836338","title":"拆解野人先生：两年翻13倍，没有参照物，摸着石头过河","url":"https://stock-news.laohu8.com/highlight/detail?id=2636836338","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636836338?lang=zh_cn&edition=fundamental","pubTime":"2026-05-19 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港股茶饮股全线走低，截至发稿，古茗(01364)跌3.61%，茶百道(02555)跌1.92%，奈雪的茶(02150)跌1.41%，蜜雪集团(02097)跌0.82%，沪上阿姨(02589)跌0.19%。国金证券研究称，茶饮行业在2026年会迎来“回归堂食体验，转向理性健康”的结构性变化。随着外卖红利退坡及逐渐增强的咖啡混战，消费者逐渐开始追求控糖养生与“顺便一杯或坐一下”的松弛体验。品牌唯有保持定力、拒绝外卖盲目内卷，将预算从低效的外卖补贴转投入到堂食的场景打造中，通过高价值单品、心智触达等方式重塑单店模型，才可以让企业端持续稳健发展。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981522","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1587","LU0211977185.USD","LU2488822045.USD","02097","02150","BK1233","02589","01364","BK1616","02555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634450064","title":"从杯子到瓶子，茶咖巨头们把生意做到了超市货架上","url":"https://stock-news.laohu8.com/highlight/detail?id=2634450064","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634450064?lang=zh_cn&edition=fundamental","pubTime":"2026-05-10 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16:36","pubTimestamp":1777883789,"startTime":"0","endTime":"0","summary":"奈雪的茶控股有限公司于2026年5月4日披露截至2026年4月30日的月度证券变动情况。公告显示，公司法定/注册股本维持在5,000,000,000股普通股，面值每股0.00005美元，总额250,000美元，较上月底无变化。公告指出，奈雪的茶控股有限公司已符合根据香港联合交易所有限公司《上市规则》规定的公众持股量要求，上市时所规定的最低公众持股量比例为24.86%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02150"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137818730","title":"奈雪的茶2025年营收43.31亿元，亏损大幅收窄并聚焦门店及治理优化","url":"https://stock-news.laohu8.com/highlight/detail?id=1137818730","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137818730?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 18:57","pubTimestamp":1777460253,"startTime":"0","endTime":"0","summary":"奈雪的茶控股有限公司于2025年度实现收入人民币43.31亿元，较2024年的49.21亿元下降12.0%，主要由于部分表现欠佳的门店关闭及瓶装茶饮业务营收下降所致。年内录得亏损为人民币2.43亿元，较上年度的9.26亿元显著收窄，调整后净亏损亦由2024年的9.19亿元下降至2.41亿元，反映经营效率有所改善。公司自营门店仍是主要营收来源，于2025年贡献约38.24亿元，占总收入的88.3%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"奈雪的茶2025年营收43.31亿元，亏损大幅收窄并聚焦门店及治理优化","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02150"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2631599854","title":"新式茶饮年报观察|奈雪的茶从第一股到业内垫底：连亏两年、大规模闭店 股价较发行价下跌96%市值仅13亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631599854","media":"新浪证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631599854?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 17:52","pubTimestamp":1777456320,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　近期，随着蜜雪集团、古茗、茶百道、沪上阿姨以及奈雪的茶五家港股上市茶饮公司陆续披露2025年业绩，行业格局的分化趋势愈发清晰。　　古茗控股2025年营收129.14亿元，同比增长46.9%，归母净利润31.09亿元，同比增长110.3%，利润翻倍的背后是其深耕下沉市场的持续发力。2025年，奈雪的茶实现总收入43.31亿元，较2024年的49.21亿元同比下降12%，归母净亏损2.4亿元，连续两年亏损。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2026-04-29/doc-inhwefva7745880.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1233","BK1616","BK1587","02150"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630709353","title":"市值蒸发超95%，净关店152家，“新茶饮第一股”奈雪的茶怎么了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630709353","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630709353?lang=zh_cn&edition=fundamental","pubTime":"2026-04-27 10:24","pubTimestamp":1777256692,"startTime":"0","endTime":"0","summary":"文｜市值财经而2025年财报，却将奈雪的掉队困境暴露无遗。财报显示，2025年奈雪的茶实现营收43.31亿元，同比下滑12%，全年归母净亏损2.4亿元。然而，大店模式带来的成本结构，成为奈雪日后一切困境的底层逻辑。2023年7月，奈雪才正式开放加盟，此时行业窗口期早已过去。黑猫投诉平台累计收到超2000条相关投诉，涉及产品异物、变质等问题。一个更隐蔽的危机正在财报中出现，奈雪的外卖依赖度已突破50%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776689012141806635","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1587","02150","BK1233","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630878253","title":"新茶饮行业业绩盘点：从下沉市场到供应链的较量","url":"https://stock-news.laohu8.com/highlight/detail?id=2630878253","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630878253?lang=zh_cn&edition=fundamental","pubTime":"2026-04-25 03:52","pubTimestamp":1777060339,"startTime":"0","endTime":"0","summary":"中经记者党鹏成都报道热闹的新茶饮赛道，揭示了最新的成绩单。近期，随着国内6家上市新茶饮企业陆续公布2025年财报，其业绩已然出现分化：蜜雪冰城、古茗、茶百道、沪上阿姨呈现营收和净利润双升；霸王茶姬营收上涨，净利润下滑；奈雪的茶营收下滑，净利润连续第二年出现亏损。即使如此，新茶饮行业的扩张仍在加速。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604253718633942.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CHA","02097","LU0348766576.USD","LU2488822045.USD","BK1616","02589","BK4209","02555","BK1587","BK4539","BK4526","BK4610","01364","BK1233","02150","LU0348767384.USD","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629891155","title":"同行都赚麻了，为什么奈雪的茶还在亏损？","url":"https://stock-news.laohu8.com/highlight/detail?id=2629891155","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629891155?lang=zh_cn&edition=fundamental","pubTime":"2026-04-24 12:44","pubTimestamp":1777005866,"startTime":"0","endTime":"0","summary":"茶饮行业，要面对这样灵魂拷问的企业是——奈雪的茶。只有奈雪的茶亏了2.41亿，这还是在亏损幅度收窄74%的情况下。2021年，奈雪的茶率先在港交所上市。财报数据显示，2023年奈雪营收53亿，2024年下降到49亿，2025年只有43.3亿。还有一点很重要的事情，奈雪的茶没想明白。所以，2025年，奈雪仅新增了13家加盟商。现在的情况就是，奈雪直营营收减少，为了减少损失，奈雪2025年关了165家直营店，大部分位于一线城市，让亏损收窄。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776939729188397470","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1587","BK1233","02150","BK1616"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":3,"totalSize":131,"code":"91000000","status":"200"}]}}