(以下内容从万联证券《社会服务行业深度报告:现制饮品行业系列报告二:从“规模之战”到“价值之锚”》研报附件原文摘录)行业核心观点:新茶饮市场高速增长进入尾声,茶饮企业同质化竞争愈发激烈,未来行业竞争将由高单价、重营销的爆款模式转变为高频次、细水长流的经营模式。在二级市场逐渐回归理性后,新茶饮上市公司的股价表现将更显著地受到企业战略与下沉市场匹配度的驱动。随着一二线市场渐趋饱和,下沉市场仍将是未来...
Source Link(以下内容从万联证券《社会服务行业深度报告:现制饮品行业系列报告二:从“规模之战”到“价值之锚”》研报附件原文摘录)行业核心观点:新茶饮市场高速增长进入尾声,茶饮企业同质化竞争愈发激烈,未来行业竞争将由高单价、重营销的爆款模式转变为高频次、细水长流的经营模式。在二级市场逐渐回归理性后,新茶饮上市公司的股价表现将更显著地受到企业战略与下沉市场匹配度的驱动。随着一二线市场渐趋饱和,下沉市场仍将是未来...
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