““东方茶饮”叙事能否撑起长期价值？在消费投资人群体中，正流传着一个新观点：新茶饮的竞争已从“多开店”转向“开好店”。这个转变背后，是整个行业从规模导向到效率导向的深层逻辑变革。在国潮消费兴起背景下，霸王茶姬主打的“现代东方茶”概念确实帮助其在奈雪的茶、喜茶主导的“高端时尚”和蜜雪冰城代表的“极致性价比”之间开辟了新的市场空间。然而，产品集中度风险也在逐步显现。当单一产品贡献过高销售额时，品牌就...
Source Link““东方茶饮”叙事能否撑起长期价值？在消费投资人群体中，正流传着一个新观点：新茶饮的竞争已从“多开店”转向“开好店”。这个转变背后，是整个行业从规模导向到效率导向的深层逻辑变革。在国潮消费兴起背景下，霸王茶姬主打的“现代东方茶”概念确实帮助其在奈雪的茶、喜茶主导的“高端时尚”和蜜雪冰城代表的“极致性价比”之间开辟了新的市场空间。然而，产品集中度风险也在逐步显现。当单一产品贡献过高销售额时，品牌就...
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