今日盘中，港股茶饮板块表现亮眼，其中茶百道（02555）股价大涨8.75%，引发市场广泛关注。分析认为，此轮涨势主要受益于平台外卖大战和中国茶饮品牌海外扩张等利好因素。
消息面上，近期阿里巴巴和美团的外卖补贴大战白热化，为茶饮行业带来显著利好。据报道，7月5日单日，美团即时零售订单突破1.2亿单，淘宝闪购和饿了么订单数超8000万。作为出餐稳定、客单价低、消费频次高的品类，茶饮成为此轮外卖流量红利的最大赢家之一。
另一方面，中国茶饮品牌正加速海外扩张步伐。据报道，包括茶百道在内的多家头部茶饮品牌海外门店数已合计超过5000家。业内专家指出，中国茶饮行业在供应链整合、产品创新和数字化运营等方面已达到全球领先水平，这为品牌出海奠定了坚实基础。茶百道作为行业领军企业之一，有望从这一趋势中获益。多家券商也看好新式茶饮行业前景，认为在外卖爆发利好与旺季催化下，茶饮行业将充分受益。
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