新茶饮狂掀上市潮!“盛宴”还是“剩宴”?

中国基金报
11 May

头部新茶饮企业在2025年迎来上市“盛宴”。自2月以来,古茗、蜜雪集团、霸王茶姬、沪上阿姨相继上市,并且各家企业在上市首日均出现股价大涨。   潮水尚未退去,头部新茶饮企业已经分化。除了上市较早的奈雪的茶、茶百道遭遇股价大跌,近期上市的沪上阿姨、霸王茶姬,股价涨幅也弱于蜜雪集团、古茗。   头部新茶饮企业上市后分化,凸显了整个新茶饮行业已步入竞争下半场,普遍的同质化竞争与过度规模化等“内卷”问题,...

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