智通财经APP获悉，茶饮股涨幅居前，截至发稿，蜜雪集团(02097)涨7.72%，报315.4港元；沪上阿姨(02589)涨5.85%，报106.8港元；奈雪的茶(02150)涨2.5%，报0.82港元；古茗(01364)涨2.11%，报26.14港元。
消息面上，沪上阿姨发布公告，包含控股股东在内的全体首次公开发售前股东，自愿延长股份禁售期。其中，控股股东阵营在原禁售期基础上延长6个月至2026年11月7日，其他首发前股东延长3个月至2026年8月7日。此外，现制茶饮品牌古茗正计划于南京开放加盟，预计今年下半年开出首批门店，这将是古茗首度进入南京市场。
中信建投指出，茶饮龙头仍维持稳定增速，预计26H1平台仍有补贴或龙头精准补贴，龙头有望凭借补贴错期和自身优质成长及补坪效措施带来明年初优质同店验证。华源证券则指出，现制茶饮方面，建议关注品牌力较强且业务覆盖区域较广的头部茶饮品牌，如蜜雪集团、古茗。
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