奈雪的茶（02150.HK）今日盘中大跌5.13%，引起市场广泛关注。这一跌势延续了该公司近期的颓势，市值已跌破20亿港元。
根据奈雪的茶最新发布的财报，公司2024年度业绩大幅下滑。收入由2023年度的51.64亿元下跌4.7%至49.21亿元，经调整净亏损达9.19亿元。经营活动所得现金净额更是由8.29亿元大幅下跌75.7%至2.02亿元。这一业绩表现远低于市场预期，成为导致股价下跌的主要原因。
奈雪的茶面临多重挑战，包括消费市场疲软、消费者习惯改变、行业竞争加剧等。公司核心的直营店业务收入同比下滑6.3%，客单价和日均订单量均有所下降。同时，公司高端定位难以维持，下沉市场拓展受阻，加盟模式转型效果不佳。面对这些困境，奈雪的茶正在积极推进国际市场业务，并尝试推出新概念店，但能否扭转颓势仍存在不确定性。在新式茶饮行业竞争加剧的背景下，奈雪的茶能否重塑品牌价值，找到差异化发展路径，将是决定其未来发展的关键。
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