投资要点▌“外卖大战”爆发,茶饮旺季充分受益继2025年4月京东入局外卖之后,7月2日,淘宝闪购宣布启动500亿元规模补贴计划,将在未来12个月直补消费者及商家,7月5日美团上线大量大额优惠券进行定向狙击,当日截至22时54分美团即时零售日订单突破1.2亿单,其中出餐稳定、客单低、消费频次高的茶饮行业在此轮竞争中充分受益,同时品牌端受益于高频曝光与有效消费者触达,后续长尾效应明显。▌供应链效率筑牢...
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