新茶饮业绩增长逻辑

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新茶饮集体业绩狂飙,底层逻辑是什么?
Hu Xiu· 2025-09-04 08:34
Group 1 - The new tea beverage brands, such as Mixue Ice City and Shanghai Auntie, have seen significant profit growth this year, with stock prices doubling and heightened enthusiasm in the capital market [1] - Despite the impressive performance of individual brands, the overall industry growth rate is slowing down, indicating a more competitive landscape with an influx of new products [1] - The fierce competition in the delivery market, characterized by aggressive spending, may mask deeper underlying trends within the industry [1]