港股奈雪的茶(02150)盘中大涨5.1%,引发市场广泛关注。从相关新闻看,这与新茶饮品牌上市潮引发的配送需求增长有关。
3月3日,继古茗之后,蜜雪冰城成为今年第二家在港上市的新茶饮企业。至此,已有4家新茶饮公司在港挂牌上市,包括奈雪的茶和茶百道。新茶饮企业IPO上市已经成为行业共识,以期获得更多资金注入,在价格战、拼万店和抢占海外市场的角逐中争夺更大份额。
与此同时,新茶饮企业对第三方即配送服务的需求也在水涨船高。据财报显示,为各大新茶饮品牌提供即配送服务的顺丰同城,2024年上半年茶饮配送收入同比大增60%。顺丰同城能提供全渠道接入、高品质服务、本地化建设等优势,正凭此助力新茶饮企业的扩张和出海布局。市场对其服务需求的增长,或是推动奈雪的茶等新茶饮上市股大涨的主因。
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