Core Viewpoint - The tea beverage industry is experiencing a resurgence after a brief slowdown, with leading brands showing significant revenue growth in the first half of the year [1] Industry Summary - The tea beverage sector has seen a recovery after a 24-year period of slowed growth, with major brands like Mixue and Gu Ming reporting approximately 40% year-on-year revenue growth in the first half of the year [1] - The launch of major tea brands in early 2025 is expected to enhance overall market penetration and increase foot traffic to stores [1] - The ongoing competition in the delivery market has positioned tea beverages as a key subsidized category, further boosting sales per store [1] Company Summary - Gu Ming (01364) shares rose by 4.55% to HKD 22.06, while Mixue Group (02097) increased by 3.52% to HKD 405.4, and Hu Shang A Yi (02589) saw a 1.3% rise to HKD 124.8 [1] - The strong performance of brands is attributed to the effective single-store model of franchise outlets, indicating that future brand momentum will heavily rely on this model [1]
港股异动 | 部分茶饮股逆市上扬 古茗(01364)涨超4% 蜜雪集团(02097)涨超3%