第一财经·2025-07-07 14:38Core Viewpoint - The recent competition between Alibaba and Meituan in the food delivery sector has significantly boosted the sales of tea beverage companies, leading to a surge in orders and market activity [3][9]. Group 1: Market Performance - On July 7, tea beverage stocks experienced a collective rise, with notable increases: Cha Bai Dao up 11% to HKD 10.66, Nai Xue's Tea up 3.95% to HKD 1.58, Gu Ming up 6.15% to HKD 27.6, Hu Shang A Yi up 5.68% to HKD 141.3, and Mi Xue Group up 5.74% to HKD 543.5 [1]. - During the weekend of July 5-6, Nai Xue's Tea reported over 1 million delivery orders, a 50% increase compared to the previous period, with some stores seeing a 230% increase in orders [8]. Group 2: Competitive Landscape - The intense competition between Alibaba and Meituan led to the issuance of substantial discount coupons, resulting in a nationwide surge in food delivery orders, with Meituan reporting over 1.2 billion orders on July 5 [3][5]. - The "takeaway war" has been beneficial for the ready-to-drink tea market, as platforms like JD, Meituan, and Ele.me have increased their delivery subsidies since April, making tea and coffee consumption the biggest beneficiaries of this traffic boom [9].