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Li

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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那样成为低价类别的成本领先者或者像古茗那样在中等价位细分市场专攻某一产品。汇丰开始追踪这两只股票给予古茗买入评级目标价定在32.20港元;给予蜜雪冰城持有评级目标价定在544.10港元。

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