个人中心 - 老虎社区

foxhtiger

IP属地：江苏

帖子 · 2帖子 · 2
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- foxhtigerfoxhtiger
  ·2025-04-25
  一模一样的套路
  霸王茶姬会否重蹈奈雪的茶覆辙？5家新茶饮上市企业业务数据大比拼
  在霸王茶姬上市前夕，港股新茶饮股出现异动，奈雪的茶大涨近10%，蜜雪集团和茶百道分别升超6%，古茗上涨4.49%。目前5家新茶饮上市企业中，蜜雪集团市值居首，霸王茶姬紧随其后，古茗以420.94亿港元市值居第三，茶百道、奈雪的茶市值分别为130.18亿港元和16.91亿港元。奈雪的茶、茶百道上市后股价表现欠佳，均处于破发状态。奈雪的茶2024年收入49.21亿元，同比下降4.7%，经调整净利润由盈转亏，亏损达9.19亿元。
  霸王茶姬会否重蹈奈雪的茶覆辙？5家新茶饮上市企业业务数据大比拼
  617 评论
  1
  分享
  举报
- foxhtigerfoxhtiger
  ·2025-04-11
  这样贸易战，说明大家日子都不富裕，开始相互伤害争取自己最大利益，那么最害怕的就是一起下降，全球经济危机，没有哪边股票好，而且离上世纪那个大危机也差不多快100年了
  713 评论
  2
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4193777870664482","uuid":"4193777870664482","gmtCreate":1730674711659,"gmtModify":1730929380042,"name":"foxhtiger","pinyin":"foxhtiger","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":18,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"80.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":15,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":428224074658480,"gmtCreate":1745577737101,"gmtModify":1745582079739,"author":{"id":"4193777870664482","authorId":"4193777870664482","name":"foxhtiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4193777870664482","idStr":"4193777870664482"},"themes":[],"htmlText":"一模一样的套路","listText":"一模一样的套路","text":"一模一样的套路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428224074658480","repostId":"2529597776","repostType":2,"repost":{"id":"2529597776","kind":"news","pubTimestamp":1745337600,"share":"https://www.laohu8.com/m/news/2529597776?lang=zh_CN&edition=full","pubTime":"2025-04-23 00:00","market":"us","language":"zh","title":"霸王茶姬会否重蹈奈雪的茶覆辙？5家新茶饮上市企业业务数据大比拼","url":"https://stock-news.laohu8.com/highlight/detail?id=2529597776","media":"览富财经网","summary":"在霸王茶姬上市前夕，港股新茶饮股出现异动，奈雪的茶大涨近10%，蜜雪集团和茶百道分别升超6%，古茗上涨4.49%。目前5家新茶饮上市企业中，蜜雪集团市值居首，霸王茶姬紧随其后，古茗以420.94亿港元市值居第三，茶百道、奈雪的茶市值分别为130.18亿港元和16.91亿港元。奈雪的茶、茶百道上市后股价表现欠佳，均处于破发状态。奈雪的茶2024年收入49.21亿元，同比下降4.7%，经调整净利润由盈转亏，亏损达9.19亿元。","content":"<html><body><article><p><strong>温馨提示：本文约998字，烧脑时间5分钟，筷玩思维记者赵娜发于北京。</strong></p><p>4月17日，<a href=\"https://laohu8.com/S/CHA\">霸王茶姬</a>正式登陆美国纳斯达克，股票代码为“CHA”，发行价28美元/股，开盘价33.75美元/股，较发行价上涨20.54%，当日收盘价32.44美元/股，较发行价上涨15.86%，市值达59.54亿美元，约合435亿人民币。</p><p>值得一提的是，进入去年四季度，霸王茶姬的一个行业关键数据浮出水面：该季度，霸王茶姬的单店业绩出现了全国性下滑，海内外同店GMV增速出现同比下滑18.4%的罕见负增长，其中华东区域同店GMV同比下滑27.3%，华中区域同店GMV同比下滑22.0%，已连续两个季度下滑。</p><p>“一旦增速放缓，霸王茶姬的估值体系将彻底崩塌”，资本市场的“残酷逻辑”并非危言耸听。</p><img src=\"http://www.kwthink.cn/wp-content/uploads/2025/04/3305177c7ed224b1d37d217d7e1c0042.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250423094350076d163wsosydbf8ru\"/><p>从参照案例来看，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>上市后因增速下滑，PE(市盈率)和股价均大幅下跌。</p><p>从行业本质来看，茶饮行业不同于科技公司。当GMV失速后，只能按照快消品的估值标准来进行评估。这意味着，如果其不能找到新的增长点来解决当前面临的问题，其股价将面临巨大的下行压力，资本市场的泡沫也将逐渐破裂。</p><p>在霸王茶姬上市前夕，港股新茶饮股出现异动，奈雪的茶大涨近10%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>和<a href=\"https://laohu8.com/S/02555\">茶百道</a>分别升超6%，<a href=\"https://laohu8.com/S/01364\">古茗</a>上涨4.49%。蜜雪集团盘中一度触及478港元，再创历史新高，市值一度突破1800亿港元，收盘市值达1771.30亿港元。</p><p>目前5家新茶饮上市企业中，蜜雪集团市值居首，霸王茶姬紧随其后，古茗以420.94亿港元市值居第三，茶百道、奈雪的茶市值分别为130.18亿港元和16.91亿港元。</p><p>蜜雪集团于2025年3月3日上市，最新股价较发行价累计大涨超130%。2024年实现<span>营业收入</span>248.3亿元，同比增长22.3%；<span>净利润</span>44.5亿元，同比增长39.8%。全球门店总数达46479家，超越<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>成全球现制饮品门店规模第一。</p><p>古茗今年2月12日上市，股价较发行价累计涨78.07%。2024年实现营收87.91亿元，同比增长14.5%；净利润14.93亿元，同比增长36.2%。截至2024年12月31日，古茗门店数达9914家。</p><p>奈雪的茶、茶百道上市后股价表现欠佳，均处于破发状态。奈雪的茶2024年收入49.21亿元，同比下降4.7%，经调整净利润由盈转亏，亏损达9.19亿元。茶百道2024年收入49.18亿元，同比下降13.8%，利润4.8亿元，同比下降58.3%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>霸王茶姬会否重蹈奈雪的茶覆辙？5家新茶饮上市企业业务数据大比拼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n霸王茶姬会否重蹈奈雪的茶覆辙？5家新茶饮上市企业业务数据大比拼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042309435697416676&s=b><strong>览富财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>温馨提示：本文约998字，烧脑时间5分钟，筷玩思维记者赵娜发于北京。4月17日，霸王茶姬正式登陆美国纳斯达克，股票代码为“CHA”，发行价28美元/股，开盘价33.75美元/股，较发行价上涨20.54%，当日收盘价32.44美元/股，较发行价上涨15.86%，市值达59.54亿美元，约合435亿人民币。值得一提的是，进入去年四季度，霸王茶姬的一个行业关键数据浮出水面：该季度，霸王茶姬的单店业绩出现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042309435697416676&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02150":"奈雪的茶","CHA":"霸王茶姬"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042309435697416676&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529597776","content_text":"温馨提示：本文约998字，烧脑时间5分钟，筷玩思维记者赵娜发于北京。4月17日，霸王茶姬正式登陆美国纳斯达克，股票代码为“CHA”，发行价28美元/股，开盘价33.75美元/股，较发行价上涨20.54%，当日收盘价32.44美元/股，较发行价上涨15.86%，市值达59.54亿美元，约合435亿人民币。值得一提的是，进入去年四季度，霸王茶姬的一个行业关键数据浮出水面：该季度，霸王茶姬的单店业绩出现了全国性下滑，海内外同店GMV增速出现同比下滑18.4%的罕见负增长，其中华东区域同店GMV同比下滑27.3%，华中区域同店GMV同比下滑22.0%，已连续两个季度下滑。“一旦增速放缓，霸王茶姬的估值体系将彻底崩塌”，资本市场的“残酷逻辑”并非危言耸听。从参照案例来看，奈雪的茶上市后因增速下滑，PE(市盈率)和股价均大幅下跌。从行业本质来看，茶饮行业不同于科技公司。当GMV失速后，只能按照快消品的估值标准来进行评估。这意味着，如果其不能找到新的增长点来解决当前面临的问题，其股价将面临巨大的下行压力，资本市场的泡沫也将逐渐破裂。在霸王茶姬上市前夕，港股新茶饮股出现异动，奈雪的茶大涨近10%，蜜雪集团和茶百道分别升超6%，古茗上涨4.49%。蜜雪集团盘中一度触及478港元，再创历史新高，市值一度突破1800亿港元，收盘市值达1771.30亿港元。目前5家新茶饮上市企业中，蜜雪集团市值居首，霸王茶姬紧随其后，古茗以420.94亿港元市值居第三，茶百道、奈雪的茶市值分别为130.18亿港元和16.91亿港元。蜜雪集团于2025年3月3日上市，最新股价较发行价累计大涨超130%。2024年实现营业收入248.3亿元，同比增长22.3%；净利润44.5亿元，同比增长39.8%。全球门店总数达46479家，超越星巴克成全球现制饮品门店规模第一。古茗今年2月12日上市，股价较发行价累计涨78.07%。2024年实现营收87.91亿元，同比增长14.5%；净利润14.93亿元，同比增长36.2%。截至2024年12月31日，古茗门店数达9914家。奈雪的茶、茶百道上市后股价表现欠佳，均处于破发状态。奈雪的茶2024年收入49.21亿元，同比下降4.7%，经调整净利润由盈转亏，亏损达9.19亿元。茶百道2024年收入49.18亿元，同比下降13.8%，利润4.8亿元，同比下降58.3%。","news_type":1,"symbols_score_info":{"02150":0.9,"CHA":1}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423366088208480,"gmtCreate":1744379522503,"gmtModify":1744380140083,"author":{"id":"4193777870664482","authorId":"4193777870664482","name":"foxhtiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4193777870664482","idStr":"4193777870664482"},"themes":[],"htmlText":"这样贸易战，说明大家日子都不富裕，开始相互伤害争取自己最大利益，那么最害怕的就是 一起下降，全球经济危机，没有哪边股票好，而且离上世纪那个大危机也差不多快100年了","listText":"这样贸易战，说明大家日子都不富裕，开始相互伤害争取自己最大利益，那么最害怕的就是 一起下降，全球经济危机，没有哪边股票好，而且离上世纪那个大危机也差不多快100年了","text":"这样贸易战，说明大家日子都不富裕，开始相互伤害争取自己最大利益，那么最害怕的就是 一起下降，全球经济危机，没有哪边股票好，而且离上世纪那个大危机也差不多快100年了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423366088208480","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}