异动解读 | 奈雪的茶股价盘中大涨5.31%,淘宝闪购带动订单暴增200%

异动解读
02 May

5月2日,奈雪的茶(02150.HK)股价在盘中大涨5.31%,引起市场关注。这一涨幅与公司在新上线的"淘宝闪购"平台上的亮眼表现密切相关。

据悉,阿里巴巴旗下淘宝天猫于5月2日将其即时零售业务"小时达"升级为"淘宝闪购",并联合饿了么推出大规模补贴活动。在淘宝闪购上线的24小时内,奈雪的茶通过饿了么平台的订单量同比增长超过200%,多个核心城市的门店配送运力已达到满负荷状态。

奈雪的茶外卖运营负责人刘创表示,这一数据印证了淘宝闪购"短链爆发+全域流量"模式的独特优势,部分城市门店的单日订单量已创下历史新高。这一消息无疑增强了投资者对奈雪的茶业务增长前景的信心,从而推动了股价的上涨。随着"淘宝闪购"计划在全国范围内推广,市场预期奈雪的茶可能会持续受益于这一新兴销售渠道。

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