近日，奈雪的茶凭借一系列创新举措和健康战略，成功实现业绩稳步增长，市场表现亮眼。据上海证券 报消息，今年5月，奈雪的茶全量门店店均订单量同比增长35%，6月延续向上势头，同比增幅达26%， 连续两个月实现业绩双位数提升。捷报频传，7月2日奈雪上新香柚抹茶系列，叠加健康升级品牌势能， 奈雪的茶股价暴涨34.92%。 记者注意到，此次奈雪还以"小雪花公益"的名义联合"蓝氏微光计划"，共同发起"买贝果捐公益粮"的爱 心活动，关爱需要帮助的"毛孩子"们。"小雪花公益"以奈雪焕新logo雪花标识为名，将持续致力于公益 活动。 此外，奈雪多地开展的一日店长活动，更是为产品热卖加足马力。高人气偶像唐九洲、文韬，作为奈雪 green轻饮轻食推荐官带大家轻启自然食光。该活动吸引了众多消费者参与，现场人气爆棚，不仅让消 费者更深入了解奈雪的品牌文化和产品制作过程，也进一步增强了品牌与消费者之间的互动和粘性。 从营养师的专业推荐到偶像店长的破圈引流，奈雪将健康理念与年轻化营销深度融合，5月6月业绩持续 双位数增长，恰是其精准踩中Z世代 "既要好喝又要健康" 消费需求的最佳佐证。在股价与业绩的双向突 破中，奈雪的茶不仅验证了健康战略 ...

以下文章来源于品牌数读 ，作者王梓旭 品牌数读 . 降低信息噪音，在数据里看品牌。 肯德基与奈雪迈入同一条河流。 作者 | 王梓旭 编辑｜童洁 头图来源 丨Wagas沃歌斯官微 轻食赛道正在升温。 肯德基旗下轻食品牌KPRO近期在不少城市开出首店，茶饮品牌奈雪的茶日前也宣布已落地30余家 轻食店的消息。 除了这两家之外，比如赛百味、Tims天好咖啡等品牌也都在持续加码轻食业务。经历过野蛮生长 与市场洗牌后，一度沉寂的轻食赛道，正因巨头们的高调布局而重回聚光灯的中心。 从昔日的资本宠儿到一度被认为"退烧"的品类，如今的轻食，究竟是虚火复燃还是价值重估？沉寂 之后，这条赛道为何又热起来了？ 轻食翻红的表象与内核 肯德基最早从2017年开出 K RPO 概念店，但到近两年才开始逐步加码， 目前门店数已接近50 家。并且在APP当中KPRO与肯德基主品牌、肯悦咖啡并列 ，似乎也能说明百胜中国对这一业务的 重视。 1 据了解， KPRO与肯约咖啡一样，同样采取与肯德基"肩并肩"的方式开店，能共享资源、人力和 经验，借助肯德基的供应链规模化的优势，能让更多消费者能让更多的消费者接触到其轻食产品。 奈雪的茶从今年3月宣布落 ...

智通财经APP获悉，港股三大指数今日涨跌不一，恒指及国指全天红盘震荡，结束此前三连跌，恒科指 数则高开低走，午后跌幅有所扩大。截止收盘，恒生指数涨0.62%或149.13点，报24221.41点，全日成 交额为2402.25亿港元；恒生国企指数涨0.54%，报8724.9点；恒生科技指数跌0.64%，报5269.11点。 交银国际认为，港股当前适度的拥挤度状态为投资者提供了较理想的配置窗口，特别是在科技板块估值 压力充分释放的背景下，该行认为港股从结构性行情向更为广泛的全面上涨转换，仍需要更加强有力的 基本面支撑以及政策催化因素，以推动市场情绪的全面回暖和参与度的明显提升。 蓝筹股表现 信义光能(00968)领涨蓝筹。截至收盘，涨10.84%，报2.76港元，成交额9.89亿港元，贡献恒指1.83点。 针对"国内头部光伏玻璃企业计划于7月开始集体减产30%"的市场消息，亚玛顿董秘刘芹回应称，光伏 玻璃行业减产的消息属实。此外，中央财经委员会第六次会议强调，纵深推进全国统一大市场建设，要 聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出。 其他蓝筹股方面，信义玻璃(0086 ...

资料显示，奈雪的茶控股有限公司,新茶饮赛道开创者,创立于2015年,领创推出"茶饮+软欧包"双品类模 式。聚焦以茶为核心的现代生活方式,奈雪已形成"现制茶饮"、"奈雪茗茶"及"RTD瓶装茶"三大业务版 块,成功打造"霸气玉油柑"、"鸭屎香宝藏茶"等多款行业爆品。2021年6月30日,奈雪的茶正式在港交所挂 牌上市。目前,奈雪的茶已覆盖全国近100个主要城市,门店数量超过1200家。秉承"美好自有力量"的理 念,奈雪的茶以成为"受顾客喜爱的全球性茶饮品牌"为使命,致力于成为茶文化走向世界的创新者和推动 者。 7月2日，截至港股收盘，恒生指数上涨0.62%，报24221.41点。奈雪的茶（02150.HK）收报1.68港元/ 股，上涨33.33%，成交量1.06亿股，成交额1.7亿港元，振幅43.65%。 最近一个月来，奈雪的茶累计涨幅1.61%，今年来累计跌幅7.35%，跑输恒生指数20%的涨幅。 财务数据显示，截至2024年12月31日，奈雪的茶实现营业总收入49.21亿元，同比减少4.7%；归母净利 润-9.17亿元，同比减少7036.53%；毛利率63.24%，资产负债率36.48%。 机构评级方面，目前 ...

智通财经7月2日电，香港恒生指数收涨0.62%，恒生科技指数跌0.64%。重庆钢铁股份涨超90%，奈雪的 茶涨超33%，东方甄选涨超9%；弘业期货跌超13%，金山软件跌超9%。 香港恒生指数收涨0.62% 恒生科技指数跌0.64% ...

点击蓝字，关注我们 今日上午港股 1.博彩股集体高开， 新濠国际发展(00200)涨9.65%，银河娱乐(00027)涨9.04%，金沙中国(01928)涨6%； 永利澳门(01128)涨5.17%；美高梅中国(02282)涨4.97%。 2.六福集团(00590)再涨超4%， 中银国际表示，六福在2025财年下半年的营运表现超出预期。除了金价 上涨外，选择成毅作为新品牌代言人以及推出具有中国风设计的新产品系列也助力提升销售势头。 3.太古地产(01972)涨超3% ， 消息面上，近日，太古地产及太古公司联合公布，各方于本公告日期就出 售权益(即零售权益、停车场资产及设施权益)的买卖订立交易文件。 4.首程控股(00697)涨超3%， 消息面上，首程控股发布公告，近日，集团在北京成功举办了主题为"首程 领航，智创未来"的机器人产业生态峰会暨投资人大会。 5.内银股早盘普涨， 民生银行(01988)涨3.82%；中信银行(00998)涨3.21%；建设银行(00939)涨2.53%；工 商银行(01398)涨1.93%。 12.电力股早盘回暖， 大唐发电(00991)涨4.55%；华能国际(00902)涨4.0 ...

Group 1: Nai Xue's Tea - Nai Xue has launched a series of light beverage and food products, enhancing its focus on the health sector [1] - The brand has undergone a visual overhaul, introducing a new logo featuring a snowflake pattern [1] - In March, Nai Xue opened over 30 "Nai Xue Green" light food stores in major cities, indicating rapid expansion [1] - In May, the average order volume per store increased by 35% year-on-year, while same-store sales grew by 28% [1] Group 2: Qunar Travel - The summer travel season is experiencing a surge, with ticket and hotel prices becoming more affordable [2] - Families and university students are the primary demographics driving travel this summer, with long-distance trips accounting for over 60% of bookings [2] - Hotel bookings for popular domestic destinations have increased by 40% year-on-year [2] - The peak travel period is expected to occur around July 5, with high demand continuing until mid-August [2] Group 3: Domestic Gold Jewelry Prices - Domestic gold jewelry prices have fallen below 1,000 yuan per gram, with major brands adjusting their prices [3] - Chow Tai Fook's gold jewelry is priced at 998 yuan per gram, down 14 yuan from the previous day [3] - The decline in prices is influenced by fluctuations in international gold prices and cautious consumer sentiment [3] Group 4: Moutai Prices - The price of Moutai has been on a downward trend, with a decrease of 85 yuan for the original box and 70 yuan for the loose bottle on June 25 [4] - Moutai's price has dropped below 2,000 yuan, 1,900 yuan, and 1,800 yuan within a month [4] - The price adjustment reflects high channel inventory and a decline in banquet consumption demand [4]

Group 1 - Naixue Tea launched the "No Sugar Natural Nutrition +" plan in collaboration with Xinhua News, the Ministry of Agriculture and Rural Affairs, and nutritionists, emphasizing health-focused products [1] - The company introduced a series of light food and beverage products using at least three green ingredients each, marking a significant move into the health sector [1] - Naixue has been actively developing health superfoods since late last year, updating its product matrix with offerings like "Daily 500 Vegetable and Fruit Bottles" and "Seasonal Green" series [1] Group 2 - Naixue's average order volume increased by 35% year-on-year in May, with same-store sales rising by 28% [2] - During the "May Day" holiday, some stores saw order volumes surge over 300%, and a collaboration with delivery platforms led to a 200% increase in orders within 24 hours [2] - The introduction of superfood tea drinks, rich in nutrients and low in calories, has become a market trend, appealing to health-conscious consumers [2] Group 3 - Heytea announced zero pesticide residue in its kale supply, with products set to roll out nationwide, reflecting a commitment to health and safety [3] - Heytea's kale-based product, "Kale Slimming Bottle," achieved sales of 3.5 million cups in its first month, capturing a 55% market share in the new tea drink sector [3] - Cha Baidao launched new products featuring fresh herbs, achieving significant sales on launch day, indicating a strong market response to health-oriented tea drinks [3] Group 4 - A report indicated that consumers are increasingly prioritizing the health value of tea drink ingredients, with 35.3% considering ingredient health as a key factor in their choices [4] - The ready-to-drink tea market is projected to grow at a compound annual growth rate of 17.3%, reaching a market size of 573.2 billion yuan by 2028 [4] - The number of tea drink stores in China is expected to exceed 660,000 by 2024, with per capita annual consumption projected to rise from approximately 11 cups in 2023 to 26 cups by 2028 [4]

Core Viewpoint - Nayuki Tea is actively exploring new growth paths, focusing on health upgrades and the introduction of light food and beverage products to meet consumer demand for nutrition and health [1][3][4] Product Development - Nayuki Tea launched a "sugar-free natural nutrition" initiative, introducing a series of light food and beverage products that include at least three types of green ingredients to provide essential nutrients [1] - The new Nayuki Green light food store model has opened over 30 locations in major cities, offering all-day service to cater to consumer needs for breakfast, lunch, and afternoon tea [3] - The pricing of Nayuki Green's energy bowls ranges from 23.8 to 28.8 yuan, which is competitive compared to other light food brands [3] Market Positioning - The tea beverage industry is experiencing intense competition, with Nayuki Tea transitioning from a traditional tea model to a focus on light food and beverages, reflecting broader industry trends [3][4] - Nayuki Tea faces challenges in brand recognition and competition within a saturated market, where consumer preferences are shifting towards quality and price [3][4] Industry Trends - The beverage industry is increasingly shifting towards health-oriented products, with major brands like Heytea and Bawang Tea also focusing on health [4] - Nayuki Tea's new store model represents a strategic pivot to find new growth opportunities amid rapid market changes and increased competition from both tea brands and light food restaurants [4]

Group 1 - The new consumption concept in the Hong Kong stock market is gaining strength, with notable increases in share prices for companies like Nayuki's Tea (02150.HK) rising over 3% and Pop Mart (09992.HK) increasing over 1% [1] - Other companies in the sector, such as Miniso (09896.HK) and Cha Bai Dao (02555.HK), also experienced upward movement in their stock prices [1]