谁是“中国茶饮星巴克”？汇丰：相比蜜雪，更看好古茗
Hua Er Jie Jian Wen·2025-06-26 03:49
中国新式现制茶饮市场呈现出惊人的增长态势。在众多茶饮品牌中，汇丰认为古茗和蜜雪冰城凭借可扩展性和竞争力脱颖而出，同时两者中汇丰 更看好古茗的成长前景。 | | | Expansion | | | | --- | --- | --- | --- | --- | | | Supply chain scalability Products Branding | Expansion potential in China | potential Overseas | Overall | | Guming (1364.HK) | **** ******* **** | ANARAN | XXXXXX | | | Mixue (2097.HK) | | 187 | | | | Chagee | | | | | | (CHA.US) | | | | | | Nayuki | | | | | | (2150.HK) | | | | | 汇丰指出，尽管蜜雪冰城拥有庞大的零售网络和成本优势，但其估值已充分反映了当前的竞争地位。同时，从回本周期角度来看，古茗同样表现 优异，门店回本周期为16个月。 | | | | | Auntea ...