智通财经APP获悉，部分茶饮股逆市上扬，截至发稿，古茗(01364)涨4.55%，报22.06港元；蜜雪集团(02097)涨3.52%，报405.4港元；沪上阿姨(02589)涨1.3%，报124.8港元；茶百道(02555)涨0.24%，报8.34港元。
消息面上，中泰证券指出，经历了24年全行业短暂的增速放缓后，今年上半年茶饮行业再次迎来复苏。头部品牌蜜雪、古茗今年上半年收入同比增速达到40%左右。该行认为，一方面以蜜雪冰城、古茗、霸王茶姬为代表的茶饮品牌25年初上市有助于提升茶饮行业整体渗透率，提升门店客流；另一方面，上半年开启的外卖大战，茶饮作为核心补贴品类，也进一步提升单店单店销售。整体看该行认为，开店节奏好的品牌核心原因是加盟门店的单店模型出色，因此未来品牌的势能仍强烈依赖于加盟店的单店模型。
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