奈雪的茶(2150.HK):闭店及投资亏损拖累利润 关注新店型发展

光大证券
03 Apr

事件:奈雪的茶发布2024 年业绩,24 年实现营业收入49.2 亿元,同比-4.7%;归母净利润-9.2 亿元,同比由盈转亏。其中,24H2 实现营业收入23.8 亿元,同比-7.5%;归母净利润-4.8 亿元,同比亏损扩大。客流恢复缓慢叠加竞争加剧,24 年公司收入承压。受购物中心等线下消费场景的人流量尚未完全恢复,以及行业竞争加剧的影响,24 年公司整体收入同比下滑。1)分业务线看: 24 ...

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