汇丰环球研究表示,在快速增长、但高度分散的现制茶饮店市场,中国的蜜雪冰城和古茗因其规模化能力和竞争力脱颖而出。汇丰分析师Lina Yan和Yimin Wang认为,这一新的消费趋势将催生出面向茶饮消费者的中国版“星巴克”。汇丰指出,该行业在2021-2023年期间的复合年增长率为25%,截至2024年底,中国的茶饮店数量达到660,000家。差异化是生存的关键。汇丰表示,要想成功,就需要像蜜雪冰城...
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