港股详情

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咖啡茶饮

434.924

+12.2752.90%

涨家数：4

跌家数：- -

平家数：- -

市盈率：- -

高：442.363

开：422.796

低：421.553

收：422.649

数据加载中...

港股异动 | 餐饮股全线走高多地谋划出台提振消费专项行动方案 3月餐饮社零增速加快

奈雪的茶盘中异动早盘股价大涨5.26%报1.000港元

古茗致歉！“崩坏”联名套餐售罄，将安排补货

【华西商社&海外】蜜雪集团(2097.HK)系列二：从IP角度看蜜雪冰城情感壁垒

光辉的新消费研究

茶百道04月22日主力净流出2万元散户资金买入

古茗04月22日获主力加仓2万元

业绩变脸、加盟商流失加剧，为何茶百道的高管薪酬大涨？

【次新异动】古茗(01364)涨近12% 机构指其现存门店质量高供应链基础扎实

港股异动 | 古茗涨超11%，近日联名活动套餐爆火，机构看好公司发展空间

茶百道盘中异动早盘快速下挫5.56%

餐饮行业规模将不再为王从扩张狂热到精耕细作，效率与供应链成新战场

金融投资报

蜜雪集团(2097.HK)：从IP角度看蜜雪冰城情感壁垒

新茶饮赛道狂飙背后，是资本在捧杀还是在预热？

港股研究社

蜜雪集团(2097.HK)1美元传奇：供应链革新成就全球现饮龙头

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10:16","pubTimestamp":1745374565,"startTime":"0","endTime":"0","summary":"4月22日，广东省省长王伟中主持召开省政府常务会议，审议《广东省提振消费专项行动实施方案》；4月21日，上海市委副书记、市长龚正主持召开市政府常务会议，会议原则同意《上海市提振消费专项行动方案》。","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://www.zhitongcaijing.com/content/detail/1282908.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0228659784.USD","BK1588","LU0594300419.USD","BK1583","02150","LU2279701549.SGD","LU0823426480.USD","BK1132","08496","00520","09922","BK1604","LU0348825331.USD","09987","BK1616","LU0650527681.SGD","BK1589","LU0417516902.SGD","BK1587","LU0823426308.USD","IE0034224299.USD","BK1233","BK1591"],"gpt_icon":0},{"id":"2529592180","title":"奈雪的茶盘中异动 早盘股价大涨5.26%报1.000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2529592180","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529592180?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 09:33","pubTimestamp":1745372014,"startTime":"0","endTime":"0","summary":"2025年04月23日早盘09时33分，奈雪的茶股票出现波动，股价大幅拉升5.26%。奈雪的茶股票所在的餐饮行业中，整体涨幅为9.62%。其相关个股中，百胜中国、呷哺呷哺、奈雪的茶涨幅较大，振幅较大的相关个股有百胜中国、达势股份、呷哺呷哺，振幅分别为9.45%、5.06%、4.62%。奈雪的茶为本港上市之新式茶饮品牌，以提供高品质茶饮及点心为主。奈雪的茶凭借其独特的品牌定位及创新经营模式，于茶饮行业中占据一席之地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250423093335a6c47db9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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08:53","pubTimestamp":1745369619,"startTime":"0","endTime":"0","summary":"古茗表示，联名套餐最迟于6月6日上线，销售机制与此前保持一致。此前，4月18日，古茗上线了与崩铁的联名，购买指定饮品可获免费的联名周边，但因为抢购人数太多导致古茗的小程序一度被挤瘫痪。半小时后，相关套餐显示售罄。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042310324697417848&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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茶百道股价跌7.04%，报收8.19元，成交金额3284万元，换手率0.27%，振幅4.99%，量比1.20。茶百道今日主力资金净流出2万元，上一交易日主力净流入702万元。该股近5个交易日上涨2.25%，主力资金累计净流入736万元；近20日主力资金累计净流入828万元，其中净流入天数为7日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422171220a6c38bcc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:30","pubTimestamp":1745307058,"startTime":"0","endTime":"0","summary":"对于已上市的头部茶饮品牌来说，蜜雪冰城、茶百道、古茗和霸王茶姬的门店均是以加盟店为主。从营收构成来看，茶百道的收入主要来自向加盟商销售货品及设备，以及向加盟商收取特许权使用费和加盟费，二者占总收入的比例达到98.9%。而这一局面，是茶百道门店数的增速放缓，以及加盟商的流失增加等多重因素所致。今年3月，茶百道因市场营销陷入了舆论风波。有趣的是，在业绩低迷之际，茶百道的高管薪酬却在大幅攀升。","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":"https://www.lanjinger.com/d/255710","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":["BK1233","02555","BK1616"],"gpt_icon":0},{"id":"2529314175","title":"【次新异动】古茗(01364)涨近12% 机构指其现存门店质量高 供应链基础扎实","url":"https://stock-news.laohu8.com/highlight/detail?id=2529314175","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529314175?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 14:24","pubTimestamp":1745303045,"startTime":"0","endTime":"0","summary":"金吾财讯 | 古茗 午后维持高位，截至发稿，涨11.64%，报19.76港元，成交额9734.88万港元。作为中国现制饮品中门店数仅次于蜜雪冰城和瑞幸咖啡的品牌，古茗供应链基础扎实，运营效率高，且发展空间大。根据灼识咨询数据，按2023年GMV计，古茗是中国第二大现制茶饮店品牌，市场份额为9.1%；若按价格带划分，古茗是中国最大大众现制茶饮店品牌，市场份额为17.7%。首次覆盖给予优大于市评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957493","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":null,"symbols":["BK1616","01364","BK1233"],"gpt_icon":0},{"id":"2529393976","title":"港股异动 | 古茗涨超11%，近日联名活动套餐爆火，机构看好公司发展空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2529393976","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529393976?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 11:05","pubTimestamp":1745291109,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，古茗涨超12%，截至发稿，涨12.32%，报19.88港元，成交额4873.6万港元。消息面上，4月18日，古茗推出与《崩坏：星穹铁道》的联名活动，据报道，联名活动套餐开售即售罄，小程序也因瞬时流量过大崩溃。供应链建设方面，古茗自建完整供应链系统，支持门店的高频冷链配送，把新鲜的原料成本控制得接近常温且品质稳定。门店运营方面，古茗以数字化自动化筑底，加盟商全身心投入提升门店业绩。","market":"us","thumbnail":"https://community-static.tradeup.com/news/d6c1847f8fa9ab364634080746745dd7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/d6c1847f8fa9ab364634080746745dd7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1282061.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1616","BK1233","01364"],"gpt_icon":1},{"id":"2529283362","title":"茶百道盘中异动 早盘快速下挫5.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2529283362","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529283362?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 09:30","pubTimestamp":1745285426,"startTime":"0","endTime":"0","summary":"2025年04月22日早盘09时30分，茶百道股票出现波动，股价快速跳水5.56%。截至发稿，该股报8.320港元/股，成交量5.46万股，换手率0.00%，振幅2.27%。资金方面，该股资金流入1.5188万港元，流出10.3754万港元。茶百道股票所在的非酒精饮料行业中，整体跌幅为0.02%。其相关个股中，古茗、统一企业中国、康师傅控股涨幅较大，振幅较大的相关个股有统一企业中国、茶百道、华润饮料，振幅分别为2.44%、2.16%、1.96%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422093026973ff6d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422093026973ff6d9&s=b","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":"tencent","symbols":["BK1616","02555","BK1233"],"gpt_icon":0},{"id":"2529390453","title":"餐饮行业规模将不再为王 从扩张狂热到精耕细作，效率与供应链成新战场","url":"https://stock-news.laohu8.com/highlight/detail?id=2529390453","media":"金融投资报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529390453?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 02:15","pubTimestamp":1745259330,"startTime":"0","endTime":"0","summary":"财报季，一幅“扩张与效率阵痛交织”的餐饮行业复杂图景徐徐展现。发力供应链的蜜雪冰城去年净赚44亿元，头部品牌奈雪的茶亏损超过9亿元；巨头海底捞净利润达47亿元，卖酸菜鱼的九毛九集团则遭遇上市后最大的业绩滑坡。规模与效率分列于天平的两端。","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/202504223383451371.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","LU2488822045.USD","08496","BK1591","02555","BK1233","BK1587","BK1132","BK1604","02150","BK1589","BK1583","06862"],"gpt_icon":0},{"id":"2529056453","title":"蜜雪集团(2097.HK)：从IP角度看蜜雪冰城情感壁垒","url":"https://stock-news.laohu8.com/highlight/detail?id=2529056453","media":"华西证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529056453?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 00:00","pubTimestamp":1745251200,"startTime":"0","endTime":"0","summary":"与其他被315点名的品牌舆论走向不同，许多网友下场为蜜雪冰城辩护，自发为其“公关”。本文将尝试分析蜜雪冰城是如果将“雪王”打造成IP 界“顶流”，并实现品牌形象从“低价认知”到“情感认同”的跃迁。投资建议公司在平价现制饮品赛道具有品牌统治力，极致供应链带来的价格优势和雪王IP 带来的情感壁垒稳固。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422193301a6c3b682&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422193301a6c3b682&s=b","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":"tencent","symbols":["BK1616","02097","BK1233"],"gpt_icon":1},{"id":"2529030806","title":"新茶饮赛道狂飙背后，是资本在捧杀还是在预热？","url":"https://stock-news.laohu8.com/highlight/detail?id=2529030806","media":"港股研究社 ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529030806?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 19:49","pubTimestamp":1745236140,"startTime":"0","endTime":"0","summary":"规模与品质的矛盾集中爆发最近的新茶饮赛道，活脱脱一部现实版《疯狂的过山车》。在蜜雪冰城、霸王茶姬的造势下，整个新茶饮赛道开始相继狂欢。而古茗门店总数已增长至 9823 家，茶百道则突破 8000 家。据悉，新茶饮行业平均利润率已从 2023 年的 21.4% 降至 2024 年的 14.7%。与此同时，不少茶饮品牌上市后的业绩表现也暴露出矛盾。茶百道 2024 年净利润暴跌 58%，古茗单店 GMV 下滑 4.3%，霸王茶姬中国区单店月均 GMV 同比降 20.56%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250421195222973f59f4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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万家。3）万店网络优势：健康良性的加盟体系拓宽渠道触点，有望以规模反哺供应链，撬动可持续成长飞轮。龙头品牌与成长价值稀缺，首次覆盖予以“买入”评级我们预计25-27 年归母净利52.89/64.41/76.80 亿元/CAGR20%，对应EPS为13.93/16.97/20.23 元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250421185716a460e591&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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