6月25日，奈雪的茶（02150.HK）股价盘中大涨5.08%，引发市场关注。分析人士认为，这一涨幅主要受益于茶饮行业整体前景向好，以及公司在新零售渠道的快速增长。
中信证券近期发布的研报指出，现制茶饮是餐饮行业中兼具成长性和高确定性的重要板块。行业份额正向头部集中，格局趋于稳固，使得龙头企业能够享受行业的长周期增长红利。数据显示，现制茶饮行业CR5（以GMV计）从2023年的46.9%提升至2024年的51.2%，头部品牌份额稳健提升。
值得注意的是，奈雪的茶在新零售渠道上取得了显著突破。据报道，淘宝闪购联合饿了么推出的即时零售服务上线不到两个月，日订单数已超6000万。其中，奈雪的茶在淘宝闪购上线24小时内，饿了么订单同比增长超200%，部分城市门店单日订单量创历史新高。这一新兴销售渠道的快速增长，为奈雪的茶带来了新的增长动力。
然而，投资者仍需关注潜在的食品安全风险。近日，有消费者在社交媒体曝光称在奈雪的茶旗下"小盒茶-茉莉花茶"中发现了一只干燥的青蛙尸体，引发广泛关注。尽管公司已迅速回应并处理，但此类事件可能对品牌声誉造成一定影响，值得持续关注。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.