智通财经APP获悉，交银国际发报告指，内地外卖平台掀起补贴战，7月起补贴力度持续加码。该行认为，现制饮品及头部品牌的获益最大。尤其现制饮品凭借其高频次、低客价单及多场景适配的特点，有望成为本轮大战中最大受益者。
报告指，本次外卖补贴战，亦是对餐饮企业供应链的压力测试，头部品牌有望凭藉快速响应的供应链体系，推动正向循环。若补贴持续，有望加速现制饮品对瓶装水及茶饮料的代替，带动现制饮品渗透率的进一步提升。
该行认为，短期而言，外卖补贴仍将持续为头部连锁餐饮企业带来优势。长远来看，供应链韧性、运营效率及产品创新是增长与盈利的核心驱动力。建议关注蜜雪冰城(02097)、瑞幸及百胜中国(09987)等头龙动态以把握市场趋势。
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