5月2日盘中,奈雪的茶(02150)股价大涨5.31%,引发市场关注。
此次股价上涨主要受益于淘宝闪购的上线带来的订单增长。据悉,淘宝天猫旗下即时零售业务"小时达"近日升级为"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24小时内,奈雪的茶通过饿了么平台的订单同比增长超过200%,显示出新平台对其业务的显著推动作用。
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历史新高。此外,淘宝闪购首日已在50个城市上线,未来将推广至全国,这预示着奈雪的茶可能会在更多城市获得订单增长。随着阿里巴巴旗下饿了么与淘宝闪购在供给侧全面打通,奈雪的茶有望持续受益于这一新的销售渠道。
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