作者丨青博编辑丨六子12月5日,被称为“中式面馆第一股”的遇见小面终于如愿登上港交所,但首日股价破发近三成的表现被市场泼了一盆冷水,相比上市前超400倍的火热认购,写下了极具反差的开篇。尽管门店正在加速扩张,三年增长近三倍的营收数据也足够亮眼,但资本市场似乎已不再轻易为单纯的“规模故事”买单。依靠资本“燃料”狂奔至今,遇见小面必须回答,自己的护城河究竟在哪里?01“资本狂奔下的单店困境”资本加持下...
Source Link作者丨青博编辑丨六子12月5日,被称为“中式面馆第一股”的遇见小面终于如愿登上港交所,但首日股价破发近三成的表现被市场泼了一盆冷水,相比上市前超400倍的火热认购,写下了极具反差的开篇。尽管门店正在加速扩张,三年增长近三倍的营收数据也足够亮眼,但资本市场似乎已不再轻易为单纯的“规模故事”买单。依靠资本“燃料”狂奔至今,遇见小面必须回答,自己的护城河究竟在哪里?01“资本狂奔下的单店困境”资本加持下...
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