异动解读 | 霸王茶姬盘中大涨5%,新式茶饮板块整体走强

异动解读
Jul 07, 2025

周一盘中,新式茶饮品牌霸王茶姬(股票代码:CHA)股价大涨5.02%,引发市场关注。这一涨势与港股市场新式茶饮板块的整体走强相呼应,反映出投资者对该行业前景的乐观态度。

据悉,当日港股市场上多家新式茶饮公司股价均出现明显上涨。其中,茶百道涨幅超过11%,古茗、蜜雪集团、沪上阿姨等品牌涨幅均在5%以上。分析人士认为,外卖平台持续加码补贴以及茶饮行业即将进入传统旺季是推动股价上涨的主要因素。

华鑫证券表示,在外卖爆发利好与旺季催化下,建议投资者关注新茶饮行业的投资机会。华西证券也强调,自4月起各大平台持续加码补贴,茶饮品类已展现出极强的流量承接能力。这些因素共同推动了包括霸王茶姬在内的新式茶饮股票走强,反映出市场对该行业未来发展前景的看好。

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