门店优化转型
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港股异动 | 奈雪的茶(02150)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
智通财经网· 2025-09-29 06:11
Core Viewpoint - Nayuki's Tea has seen a stock price increase of over 5%, reaching HKD 1.23, with a trading volume of HKD 3.0971 million, following the launch of a pop-up event in Flushing, New York, which generated significant public interest and discussions on social media platforms [1][1][1] Group 1: Company Expansion - The pop-up event on September 20 is a precursor to Nayuki's first official store opening in the U.S. on October 3, marking a significant step in the company's overseas expansion after entering markets in Thailand and Singapore [1][1] - The company is implementing a green health strategy and optimizing store formats, with expectations for continued adjustments to existing stores in the second half of 2025 [1][1] Group 2: Market Outlook - Huatai Securities anticipates that Nayuki will restart its expansion in 2026 after stabilizing profitability, suggesting that investors should monitor the company's growth potential following operational improvements [1][1] - The firm maintains a "buy" rating on Nayuki, highlighting the expected enhancement in single-store unit economics and overall operational efficiency [1][1]