于2025年6月30日，本公司注册会员数量达到约1.11亿名，月度活跃会员总数达到约390万名，月度复购 率约23.5%。 截至2025年6月30日，本集团共拥有奈雪的茶茶饮店1638家，其中直营门店1321家，加盟门店317家。 智通财经APP讯，奈雪的茶(02150)发布截至2025年6月30日止6个月中期业绩，该集团取得收益人民币 21.78亿元(单位下同)，公司权益股东应占亏损1.17亿元，每股亏损0.07元。 得益于我们围绕绿色健康战略，积极推出的一系列创新产品，例如"每日蔬果瓶"系列与"蔬果酸奶昔"系 列;以及对经营不善的门店的持续优化，于报告期间，我们的奈雪的茶直营门店的平均单店日销售额较 2024年同期的7300元增长4.1%至7600元;每间茶饮店平均每日订单量较2024年同期的265.9单增长11.4% 至296.3单;以及我们的奈雪的茶直营门店同店销售额较2024年同期的17.21亿元增长2.3%至17.6亿元。 2025年下半年，我们将为提振门店收入表现与优化成本结构继续努力，我们将持续优化存量门店，并主 要以调整门店店型为主;不断改进我们于2025年上半年新推出的店型的门店模型，例如 ...

Core Viewpoint - The article highlights the health upgrade initiative in the ready-to-drink tea industry, led by Nayuki, which emphasizes natural nutrition and low sugar content in response to changing consumer demands and government health policies [1][5][6]. Group 1: Health Upgrade Initiative - Nayuki launched the "No Sugar Natural Nutrition+" plan in collaboration with the Ministry of Agriculture and Rural Affairs and nutrition experts, marking a shift from "sugar reduction" to "natural nutrition+" in the tea beverage sector [1][3][8]. - The initiative aims to align with the "Balanced Diet Pyramid" concept from the 2022 Dietary Guidelines for Chinese Residents, promoting products that are both tasty and nutritious [13][19]. Group 2: Consumer Demand and Policy Influence - There is a significant transformation in consumer preferences towards healthier beverage options, with a growing emphasis on nutritional content rather than just taste [5][6]. - The implementation of health policies, such as the "Healthy China Action (2019-2030)," has heightened public awareness of health, influencing the ready-to-drink tea market to prioritize health attributes [5][6]. Group 3: Product Innovation and Market Response - Nayuki introduced several new products under the "No Sugar Natural Nutrition+" plan, including the "Daily Fruit and Vegetable Bottle" and "Fruit and Vegetable Yogurt Smoothie," which have received positive feedback from nutritionists [13][15][17]. - The market response has been favorable, with a 35% year-on-year increase in average store orders in May and a staggering 480% increase in orders during the Dragon Boat Festival [21][22]. Group 4: Brand and Industry Transformation - Nayuki's health upgrade is not just a product refresh but a comprehensive reconfiguration of its brand value system, focusing on health and nutrition as core elements of its identity [21][26]. - The company is transitioning from a single product innovation focus to a holistic approach that encompasses product, brand, store, and service, driving the industry towards a "nutrition+" direction [24][26].