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奈雪的茶

1.230

+0.1008.85%

成交量：3,597.15萬

成交額：4,384.24萬

市值：20.97億

市盈率：-2.14

高：1.290

開：1.150

低：1.120

收：1.130

資料載入中...

總覽公司新聞公告

奈雪的茶盤中異動股價大跌5.15%報0.920港元

蜜雪、茶姬們上市之下，新茶飲站在了轉折點上

茶飲加盟 “退燒”，擴張走到拐點

国际金融报

業績兩極分化新茶飲行業淘汰賽加速

中国经营网

霸王茶姬上市，新茶飲的另一種解法

Ofweek维科网

奈雪的茶04月09日主力淨流入70萬元散戶資金拋售

奈雪的茶盤中異動股價大跌5.32%報0.890港元

2025，奶茶新排位賽

解構新茶飲行業“不可能三角”：蜜雪集團等企業短期競逐與長期主義的邏輯悖論

健康創新策略有望打開國內茶飲市場增量突破口

广州日报新花城

奈雪的茶發佈2024年業績公告：全年營收近50億持續聚焦Green健康戰略

以健康破局推出4款輕食多款輕飲 “奈雪green”店成“白領加油站”

腾讯自选股

華泰證券下調奈雪的茶目標價至1.17港元預計2025年調整期持續

《大行》華泰證券降奈雪的茶(02150.HK)目標價至1.17元今年仍為調整之年

阿斯达克财经

港股異動 | 餐飲股早盤迴暖多地宣佈發放餐飲消費券一季度以來餐飲行業增速環比提速

奈雪的茶盤中異動大幅上漲5.43%報0.970港元

中金：需求尚待拐點/客單企穩餐飲品牌分化調整延續

異動解讀 | 奈雪的茶股價盤中大跌16.36%，2024年鉅虧超9億元

【財經分析】“新茶飲”分化加劇：蜜雪冰城霸王茶姬古茗領跑奈雪的茶陷入鉅虧

消費參考+｜奈雪的脫困之策，可能胖東來知道

21世纪经济报道

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16:42","pubTimestamp":1744447327,"startTime":"0","endTime":"0","summary":"奶茶加盟，一直是低成本、低门槛的热门创业项目之一，经过前几年的快速扩张，“一条街四五家奶茶店”成了现制茶饮店密度的真实写照。2024年，新茶饮行业似乎迎来拐点：一些经营不善的店铺陆续关店，甚至有品牌主动暂停加盟业务，集中精力寻求盈利之道。近期，5家新茶饮头部公司相继披露2024年财报和招股书，其中3家公司门店增速显著放缓。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202504123375109447.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/202504123375109447.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":["01364","BK1616","02097","BK1587","02555","02150","BK1233"],"gpt_icon":1},{"id":"2526340644","title":"業績兩極分化 新茶飲行業淘汰賽加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2526340644","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526340644?lang=zh_tw&edition=fundamental","pubTime":"2025-04-12 05:06","pubTimestamp":1744405608,"startTime":"0","endTime":"0","summary":"本报记者许礼清北京报道从“跑马圈地”到逐渐精细化运作的新茶饮行业，头部阵营正呈现出业绩加速分化的态势。头部品牌强者恒强，低价与高端赛道表现分化，中端品牌发展相对稳健但竞争加剧。近日，新茶饮行业几家头部企业相继发布业绩，根据《中国经营报》记者统计，2024年蜜雪集团、茶姬控股、古茗、茶百道、奈雪的茶5家企业营收共计超558亿元，其中，蜜雪集团以248.3亿元营收居行业榜首。","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/202504123374862569.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":["02555","BK1587","BK1616","BK1233","02150"],"gpt_icon":0},{"id":"2526730458","title":"霸王茶姬上市，新茶飲的另一種解法","url":"https://stock-news.laohu8.com/highlight/detail?id=2526730458","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526730458?lang=zh_tw&edition=fundamental","pubTime":"2025-04-10 13:44","pubTimestamp":1744263846,"startTime":"0","endTime":"0","summary":"若能成功上市，霸王茶姬将成为首家美股上市的中国新茶饮企业，也是继奈雪的茶、茶百道、古茗、蜜雪冰城之后第五家上市的新茶饮公司。上市当天，蜜雪集团打破了新茶饮品牌上市即破发的魔咒，当天股价涨幅超过43%，市值超千亿港元，目前市值为1336.26亿港元。霸王茶姬是目前已经公开的新茶饮品牌中，最赚钱的品牌。霸王茶姬虽然把上市地点选在了美股，但美股的投资者们会不可避免地参考新茶饮在港股的表现。","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=nesSN2025041013441994d17d9d&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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09:35","pubTimestamp":1744162513,"startTime":"0","endTime":"0","summary":"2025年04月09日早盘09时35分，奈雪的茶股票出现波动，股价急速跳水5.32%。截至发稿，该股报0.890港元/股，成交量80.9万股，换手率0.05%，振幅2.13%。资金方面，该股资金流入22.0675万港元，流出47.4565万港元。奈雪的茶股票所在的餐饮行业中，整体跌幅为3.89%。其相关个股中，MS CONCEPT、新享时代、TOPSTANDARDCORP涨幅较大，振幅较大的相关个股有百胜中国、小菜园、达势股份，振幅分别为6.26%、5.79%、4.76%。","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=nesSN202504090935139732991e&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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09:04","pubTimestamp":1744160640,"startTime":"0","endTime":"0","summary":"2024年，霸王茶姬平均每天新开8家门店。其招股书显示，2022年、2023年、2024年，其全球门店数分别为1087家、3511家、6440家，2024年一年新增2929家门店。门店营运情况来看，奈雪的茶直营门店每间门店平均每日订单量由2023年的344.3单下跌为2024年的270.5单，每笔订单平均销售价值由2023年的29.6元降低为2024年的26.7元。自2021年登陆港交所以来，奈雪的茶累计亏损超56亿元。","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=nesSN2025040909074797328f83&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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06:45","pubTimestamp":1744152300,"startTime":"0","endTime":"0","summary":"继奈雪的茶2021年12月登陆港交所后，新茶饮行业近期密集推进上市步伐：蜜雪集团、古茗、茶百道于2025年年初陆续登陆港交所，霸王茶姬、沪上阿姨正分别推进美股和港股上市进程。业内人士表示，在新茶饮赛道出现这种差异的背后，存在一个根本性的商业悖论——霸王茶姬、蜜雪集团和奈雪的茶等企业似乎很难同时实现规模扩张、成本控制和品牌调性这三重目标。这个“不可能三角”正成为制约新茶饮行业发展的死结。","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=nesSN20250409064719a6b4a543&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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00:12","pubTimestamp":1744128735,"startTime":"0","endTime":"0","summary":"夏天将至，现制茶饮即将进入销售旺季。消费者手中的这杯茶，在即将到来的夏天，或许会更“轻盈健康”。截至当前，现制茶饮行业4家上市公司已全部披露2024年财报，霸王茶姬亦递交招股书，从5家头部企业的“成绩单”可见：现制茶饮行业正从“疯狂扩张”转向“价值深耕”，供应链升级以及健康化创新将成为2025年现制茶饮发展的破局关键。","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/202504093369892822.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","CHA","BK1587","02555","02150","BK1233"],"gpt_icon":1},{"id":"2525379118","title":"奈雪的茶發佈2024年業績公告：全年營收近50億 持續聚焦Green健康戰略","url":"https://stock-news.laohu8.com/highlight/detail?id=2525379118","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525379118?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 14:39","pubTimestamp":1744094395,"startTime":"0","endTime":"0","summary":"3月27 日，奈雪的茶发布2024年年报。年报显示，截至2024年12月31日，奈雪的茶全国门店数增至1798家，同比提升约9%；会员数近1.03亿，较上年新增注册会员1050万；复购率保持稳健提升，从23.9%提升至24%；2024年全年营收近50亿元。未来，奈雪将积极推进门店优化、品牌出海及健康战略等，以增强经营韧性。截至2024年12月31日，奈雪的茶注册会员数达1.028亿，较上年新增1050万。2025年奈雪的茶聚焦绿色健康战略，提升顾客认知与增强品牌势能。","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=nesSN20250408143637a6b3ab75&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, 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最贵不超30元产品方面，奈雪green与常规门店最大的不同就是提供轻食，即4款全新能量碗。3大系列健康轻饮全新上线 山野绿意沁人心脾另一大亮点当属奈雪green的轻饮系列，轻饮产品使用“green”标识的新杯贴，如一抹春日微风。","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=nesSN20250408130339a451d7e7&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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一季度以來餐飲行業增速環比提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2525690886","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525690886?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 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大幅上漲5.43%報0.970港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2525000923","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525000923?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 09:39","pubTimestamp":1744076386,"startTime":"0","endTime":"0","summary":"2025年04月08日早盘09时39分，奈雪的茶股票出现波动，股价大幅拉升5.43%。资金方面，该股资金流入45.9185万港元，流出37.279万港元。奈雪的茶股票所在的餐饮行业中，整体涨幅为0.05%。其相关个股中，特海国际、呷哺呷哺、尝高美集团涨幅较大，振幅较大的相关个股有呷哺呷哺、奈雪的茶、小菜园，振幅分别为6.15%、5.43%、5.41%。蜜雪冰城是唯一营收突破200亿元“大关”的茶企，霸王茶姬则以124.06亿元紧随其后，古茗实现营收87.91亿元位列第三。","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=nesSN20250408093947aa2c60e0&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, 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