周五盘中，奈雪的茶（02150.HK）股价出现大幅下跌，跌幅高达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%。
此次股价下跌可能与多个因素有关。首先，奈雪的茶的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处以纪律处分。该公司及其董事长、财务负责人被通报批评并记入证券期货市场诚信档案。作为田野股份的主要客户之一，奈雪的茶可能面临供应链风险，这可能影响投资者信心。
其次，新茶饮行业正面临激烈的竞争和"内卷"压力。据窄门餐饮数据显示，截至2024年，奈雪的茶在中国拥有1798家门店，在新茶饮品牌门店数量排行榜中位列第14位。激烈的市场竞争可能会影响奈雪的茶的盈利能力和市场份额。这些因素综合作用，可能导致投资者对奈雪的茶的未来增长前景产生担忧，从而引发股价下跌。
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