高端打不过平价。 经历“奶茶喝饱”的2025年后,六家新茶饮上市企业财报出炉。 过去一年,奶茶从消费者排队打卡的热门单品,变为各大平台进行“外卖大战”“AI红包大战”的营销弹药,消费频次被拉高的同时,行业增长逻辑也被重塑。 2025年,六家新茶饮上市公司中,有五家实现盈利。其中,蜜雪集团以335.6亿元营收、58.87亿元归母净利润大幅领先;古茗则以129.14亿元营收、31.09亿元归母...
Source Link高端打不过平价。 经历“奶茶喝饱”的2025年后,六家新茶饮上市企业财报出炉。 过去一年,奶茶从消费者排队打卡的热门单品,变为各大平台进行“外卖大战”“AI红包大战”的营销弹药,消费频次被拉高的同时,行业增长逻辑也被重塑。 2025年,六家新茶饮上市公司中,有五家实现盈利。其中,蜜雪集团以335.6亿元营收、58.87亿元归母净利润大幅领先;古茗则以129.14亿元营收、31.09亿元归母...
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