奈雪的茶（02150.HK）今日盘中大跌5.44%，引发市场关注。根据最新披露的半年报，奈雪的茶上半年营收同比下降14.4%至21.78亿元，为六大茶饮上市公司中唯一出现下滑的企业。尽管经调整净亏损从去年同期的4.38亿元收窄至1.17亿元，但仍未能扭亏为盈，显示公司经营状况仍面临挑战。
与此同时，奈雪的茶的门店网络也出现收缩。报告期内，公司门店数为1321家，较去年年底减少了132家，加盟门店也从345家减少至317家。这一收缩趋势与行业龙头蜜雪冰城等品牌快速扩张形成鲜明对比，反映出奈雪的茶在激烈的市场竞争中面临压力。
分析人士指出，新茶饮行业上半年呈现明显的分化态势。头部品牌凭借强大的供应链能力和独特的市场定位实现了营收和利润的大幅增长，而中小品牌则面临较大的竞争压力。奈雪的茶作为高端茶饮代表，其业绩低迷和门店收缩可能引发投资者对其未来增长潜力的担忧，从而导致股价下跌。
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