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日均订单量同比提升11.4%!奈雪2025上半年靠“健康产品”打开增长空间
NAYUKINAYUKI(HK:02150) Ge Long Hui·2025-08-27 11:43

Core Viewpoint - Naixue's Tea has shown significant improvement in its mid-2025 performance report, indicating the success of its health strategy with a substantial reduction in adjusted net loss and positive growth in key operational metrics [1][3][12] Financial Performance - Adjusted net loss narrowed by 73.1% year-on-year, from 438 million to 117 million [1][12] - Operating cash flow increased by 33.1% year-on-year to 138 million [1][3] - Cash on hand as of June 30 reached 2.79 billion, indicating strong financial stability [3] Sales and Operational Metrics - Average daily sales per store increased by 4.1% compared to the same period in 2024 [3] - Daily order volume rose from 265.9 to 296.3, a year-on-year increase of 11.4% [3] - Same-store sales grew by 2.3% year-on-year to 1.76 billion [3] Membership and Customer Engagement - Registered membership increased to 111 million, with 8.3 million new members, predominantly from younger demographics [3][12] - The shift in consumption scenarios from "immediate thirst" to "daily light nutrition" reflects changing consumer preferences [3] Product Innovation and Market Strategy - The launch of the "No Sugar Natural Nutrition+" initiative marks a shift towards healthier product offerings [4][10] - The "Little Purple Bottle" series achieved over 500,000 sales within three days of launch, showcasing strong market acceptance [6] - The introduction of "Nai Xue Green" stores aims to cover all-day dining scenarios, enhancing consumer engagement [8][10] Future Strategic Directions - The company plans to optimize store models and explore new market scenarios, focusing on health-oriented products [10][12] - Emphasis on digital membership strategies for precise customer engagement and expansion into overseas markets [10][12]