11月12日盘中，奈雪的茶（02150.HK）股价大涨5%，引发市场关注。分析认为，这一涨势主要受益于外卖补贴推动现制饮品行业景气度提升。
据中信证券研报显示，本轮外卖补贴正推动现制饮品行业景气度提升，各品牌店效增长明显。数据显示，截至7月，全国奶茶门店总数达51.8万家，较3月增加5.0万家；咖啡门店总数达18.6万家，较3月增加2.2万家。在这一趋势下，头部公司凭借优秀的品牌、产品及加盟商认可度，得以快速扩张，2025年上半年业绩增长优于行业平均水平。
中国银河证券的研究也指出，10月食品饮料指数迎来修复，板块内部行情表现与2025年第三季度业绩呈现一定正相关性。展望第四季度，市场风格可能出现切换，建议关注新消费方向具备扎实基本面的标的。作为新式茶饮行业的代表企业，奈雪的茶有望从这一趋势中受益。
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