奈雪的茶涨超5% 美国首店将于10月3日开业 公司门店优化和转型初见成效

Core Viewpoint - Nayuki Tea (02150) has seen a stock price increase of over 5%, currently trading at 1.23 HKD, with a transaction volume of 3.0971 million HKD, following the launch of a pop-up event in New York City, which has generated significant public interest and discussion on social media platforms [1] Group 1: Company Developments - On September 20, Nayuki Tea launched a pop-up event on Prince Street in Flushing, New York, attracting large crowds and generating buzz on platforms like Weibo and Xiaohongshu [1] - The pop-up event serves as a precursor to Nayuki's first official store opening in the U.S., scheduled for October 3, marking a significant expansion in its overseas presence following previous entries into Southeast Asian markets like Thailand and Singapore [1] Group 2: Market Outlook - Huatai Securities has indicated that Nayuki is steadily advancing its green health strategy, with initial positive results from store optimization and transformation efforts [1] - The firm anticipates that Nayuki will continue to adjust its existing stores in the second half of 2025, while also optimizing the Nayuki Green store model and high-quality health products, expecting further improvements in single-store unit economics and overall operational efficiency [1] - The firm believes that Nayuki may restart its expansion in 2026, recommending attention to the potential for growth in scale following a stabilization in profitability [1]