奈雪的茶股价急速上涨，业绩亮眼获机构看好 - 老虎社区

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- Jacky7815Jacky7815
  ·07-02
  $奈雪的茶(02150)$ 上次看到类似的，还是快手IPO时
  港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%
  7月2日，港股茶饮股走强，$奈雪的茶(02150)$涨近9%，古茗涨超5%，$茶百道(02555)$、$蜜雪集团(02097)$涨近3%。
  港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%
  677 评论
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- Jacky7815Jacky7815
  ·07-02
  $奈雪的茶(02150)$ 上次看到类似的，还是快手IPO时
  港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%
  7月2日，港股茶饮股走强，$奈雪的茶(02150)$涨近9%，古茗涨超5%，$茶百道(02555)$、$蜜雪集团(02097)$涨近3%。
  港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%
  677 评论
  1
  分享
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上次看到类似的，还是快手IPO时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452330787144352","repostId":"1144036712","repostType":2,"repost":{"id":"1144036712","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1751426515,"share":"https://www.laohu8.com/m/news/1144036712?lang=&edition=full","pubTime":"2025-07-02 11:21","market":"us","language":"zh","title":"港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144036712","media":"老虎资讯综合","summary":"7月2日，港股茶饮股走强，$奈雪的茶(02150)$涨近9%，古茗涨超5%，$茶百道(02555)$、$蜜雪集团(02097)$涨近3%。","content":"<html><head></head><body><p>7月2日，港股茶饮股盘中走强，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>涨幅扩大至42%，古茗涨超6%，<a href=\"https://laohu8.com/S/02555\">茶百道</a>涨近6%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426772ce5db93117d242ada27eaebba3\" tg-width=\"906\" tg-height=\"535\"/></p><p>消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。</p><p style=\"text-align: justify;\">光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。</p><p>此外，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。</p><p>二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。</p></body></html>","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>港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%</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{ 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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港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-02 11:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日，港股茶饮股盘中走强，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>涨幅扩大至42%，古茗涨超6%，<a href=\"https://laohu8.com/S/02555\">茶百道</a>涨近6%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426772ce5db93117d242ada27eaebba3\" tg-width=\"906\" tg-height=\"535\"/></p><p>消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。</p><p style=\"text-align: justify;\">光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。</p><p>此外，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。</p><p>二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/969153dc5674369c3b376e33d2fc3976","relate_stocks":{"02150":"奈雪的茶","BK1233":"餐馆","BK4614":"Manus概念股","BK1616":"咖啡茶饮","BK1587":"次新股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144036712","content_text":"7月2日，港股茶饮股盘中走强，奈雪的茶涨幅扩大至42%，古茗涨超6%，茶百道涨近6%，蜜雪集团涨超4%。消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。此外，中泰证券发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。","news_type":1,"symbols_score_info":{"02150":1.1}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":452330787144352,"gmtCreate":1751438501360,"gmtModify":1751439484745,"author":{"id":"3476964957027197","authorId":"3476964957027197","name":"Jacky7815","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476964957027197","authorIdStr":"3476964957027197"},"themes":[],"htmlText":"<a 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茶饮股走强，奈雪的茶涨幅扩大至42%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144036712","media":"老虎资讯综合","summary":"7月2日，港股茶饮股走强，$奈雪的茶(02150)$涨近9%，古茗涨超5%，$茶百道(02555)$、$蜜雪集团(02097)$涨近3%。","content":"<html><head></head><body><p>7月2日，港股茶饮股盘中走强，<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>涨幅扩大至42%，古茗涨超6%，<a href=\"https://laohu8.com/S/02555\">茶百道</a>涨近6%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426772ce5db93117d242ada27eaebba3\" tg-width=\"906\" tg-height=\"535\"/></p><p>消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。</p><p style=\"text-align: justify;\">光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。</p><p>此外，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。</p><p>二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。</p></body></html>","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>港股异动 | 茶饮股走强，奈雪的茶涨幅扩大至42%</title>\n<style 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href=\"https://laohu8.com/S/02150\">奈雪的茶</a>涨幅扩大至42%，古茗涨超6%，<a href=\"https://laohu8.com/S/02555\">茶百道</a>涨近6%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426772ce5db93117d242ada27eaebba3\" tg-width=\"906\" tg-height=\"535\"/></p><p>消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。</p><p style=\"text-align: justify;\">光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。</p><p>此外，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。</p><p>二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/969153dc5674369c3b376e33d2fc3976","relate_stocks":{"02150":"奈雪的茶","BK1233":"餐馆","BK4614":"Manus概念股","BK1616":"咖啡茶饮","BK1587":"次新股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144036712","content_text":"7月2日，港股茶饮股盘中走强，奈雪的茶涨幅扩大至42%，古茗涨超6%，茶百道涨近6%，蜜雪集团涨超4%。消息面上，据上海证券报，从奈雪的茶投资者交流会获悉，今年5月，奈雪的茶门店店均订单量同比增长35%，同店同比增长28%。6月向上势头延续，店均订单量同比增幅达26%。其中，“五一”假期奈雪的茶销量尤为亮眼，部分门店订单量环比激增超300%，与外卖平台合作的“闪购”活动上线24小时订单量同比暴涨超200%。“端午”“六一”双节期间，奈雪的茶全国门店销售额持续攀升，多家门店订单量环比暴涨480%。光大证券此前指出，2025年，奈雪的茶积极布局发展。产品上，顺应健康化趋势，继奈雪小绿瓶后，持续推出如不加糖抹茶香水柠檬等果蔬饮品。门店方面，大力拓展“green”店型，深圳试点改造效果好，业绩增长且复购率高；2025年公司计划在一线和新一线城市的写字楼商圈改造约200-300家店，满足消费者多时段用餐需求，并提升门店盈利水平。该行认为，现制茶饮需求仍较为旺盛，奈雪作为行业头部品牌，仍有较大发展空间。此外，中泰证券发布研报称，一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。二季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入经营成色检验期，建议紧握行业龙头。","news_type":1,"symbols_score_info":{"02150":1.1}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}