金吾财讯 | “中国茉莉之乡”横州遭遇洪灾，茉莉花农受损严重，茶饮股跌幅显著，截至发稿，古茗(01364)跌8.41%，蜜雪集团(02097)跌4.58%，沪上阿姨(02589)跌3.40%，奈雪的茶(02150)跌1.49%，茶百道(02555)跌1.46%。消息面上，受台风“美莎克”影响，7月6日，广西横州市遭遇强降雨侵袭。六蓝水库坝体出现缺口，云表水库等多座水库发生漫顶，洪水倾泻而下，沿线村庄与大片农田被淹。需要注意的是，横州享有“中国茉莉之乡”“世界茉莉花都”的美誉，公开数据显示，“横县茉莉花”及“横县茉莉花茶”产量占全国80%以上、全球60%以上。另据2025年的公开数据，横州茉莉花种植面积20万亩左右，花农34万人，茉莉鲜花产量超13万吨，茉莉花茶产量超11万吨，茉莉花总产值超180亿元。此次受灾区域，恰好波及部分核心花田。
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