异动解读 | 奈雪的茶股价盘中大跌5.10%,供应商违规及行业压力或为主因

异动解读
25 Jul

港股奈雪的茶(02150.HK)今日盘中股价大跌5.10%,引发市场关注。截至发稿时,该股报1.490港元/股,成交量741.4万股,换手率0.43%。

分析人士指出,奈雪的茶股价下跌可能与多重因素有关。首先,其重要供应商田野股份("北交所果汁第一股")近期因信息披露违规被北京证券交易所通报批评,这可能影响到奈雪的茶的供应链稳定性。其次,新茶饮行业正面临激烈竞争和"内卷"压力,奈雪的茶作为行业领先品牌之一,也难以独善其身。

值得注意的是,奈雪的茶所在的餐饮行业整体跌幅达5.16%,显示行业整体承压。此外,资金流向数据显示,该股今日资金流入249.971万港元,流出828.216万港元,净流出明显,或加剧了股价跌势。投资者需密切关注公司后续经营状况及行业动态。

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