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覆盖全球超230个城市,门店数量近1800家,会员人数超1亿 奈雪10年:这张深圳名片,何以领跑新茶饮健康赛道?
Shen Zhen Shang Bao· 2025-08-25 08:05
深圳商报首席记者 刘琼 在新茶饮江湖,奈雪的茶是一个绕不开的名字。 在业内,奈雪的茶被称为"新茶饮赛道开创者"。10年前,奈雪从深圳出发,勇闯新茶饮"无人区";2017 年,奈雪走向全国;2021年上市,成为全球茶饮第一股;2023年,奈雪布局全球,大力推进海外市场, 成为千亿规模新茶饮市场的引领者。 如今,奈雪的茶已覆盖全球超230个主要城市,门店数量近1800家,会员数超1亿。其中,奈雪深圳门店 数约250家,门店数量和密度都为全国之首。 扎根深圳10年,奈雪凭啥领跑新茶饮赛道? 创新基因 健康战略成效显著 成就深圳茶饮名片 创新,是奈雪自带的"基因密码"。 奈雪品牌创始人彭心曾在多个场合坦言,创新是奈雪最核心的标签,深圳的商业土壤与消费者的包容 度,是品牌成长的关键。"深圳是年轻人的城市,这里有庞大的消费人群,有最优的营商环境,有极为 便捷的供应链,为新茶饮品牌的诞生提供了优渥的土壤。" 每一次新业态探索,奈雪都将深圳作为首站"试验场"。 2015年底,奈雪在深圳创立,推出"茶饮+软欧包"双品类模式,成为新茶饮赛道开创者; 2019年,海岸城"奈雪梦工厂"开业3天业绩近百万元,引发业内外热议。这一现象级 ...
罢免非独立董事,市值已蒸发九成,奈雪如何扭亏为盈?
凤凰网财经· 2025-08-08 13:09
Core Viewpoint - Naixue's tea is facing significant challenges in achieving stable profitability, with a decline in revenue and increasing competition in the beverage market [2][3][4]. Financial Performance - Naixue's revenue from 2021 to 2024 was 42.97 billion, 42.92 billion, 51.64 billion, and 49.21 billion respectively, with net profits of -4.526 billion, -476 million, 11.166 million, and -926 million [2]. - The adjusted net profits for the same years were -145 million, -461 million, 20.912 million, and -919 million [2]. Business Model and Expansion - Naixue has a low proportion of franchise stores, with 90.8% of revenue coming from direct stores, which saw a decline in income [3][4]. - In 2023, Naixue launched a "partner plan" to open franchise stores, requiring an investment of approximately 1 million and management experience [3]. - By the end of 2024, the number of franchise stores increased to 345, while direct store revenue decreased by 6.3% [4]. Market Strategy and Product Development - Naixue is exploring new store formats to adapt to different consumer scenarios, including the introduction of "Naixue green stores" focusing on healthy food options [6][7]. - The company has simplified its brand name and launched a "no sugar natural nutrition+" initiative to promote healthier products [8]. Investor Sentiment and Market Position - Naixue's market capitalization has significantly decreased from approximately 290 billion HKD at its IPO to about 24.93 billion HKD [8][9]. - Major investors have been reducing their stakes, indicating a loss of confidence in the company's future prospects [9][10].
安井食品:事件点评:拟收购鼎味泰70%股权,产业整合加速推进-20250313
Minsheng Securities· 2025-03-13 11:02
Investment Rating - The report maintains a "Recommended" rating for the company [6] Core Viewpoints - The company plans to acquire 70% of Dingwei Thai for 444.5 million yuan, aiming to enhance product expansion and industry integration [1] - The acquisition is expected to strengthen the company's frozen food business, promote brand mid-to-high-end positioning, and enrich sales channels [1] - Dingwei Thai is a leading domestic cod fish product company with a 2023 sales revenue of 512 million yuan and an annual production capacity of 60,000 tons [2] - The company has a diverse channel layout covering restaurants, supermarkets, convenience stores, and exports, with partnerships with major brands [3] - Revenue projections for 2024-2026 are 15.239 billion, 17.120 billion, and 19.005 billion yuan, with corresponding net profits of 1.441 billion, 1.615 billion, and 1.792 billion yuan [3][5] Financial Forecasts - The company’s total revenue for 2023 is projected at 14.045 billion yuan, with a growth rate of 15.3% [5] - The net profit attributable to the parent company for 2023 is estimated at 1.478 billion yuan, reflecting a growth rate of 34.2% [5] - Earnings per share are forecasted to be 5.04 yuan for 2023, with a price-to-earnings ratio of 16 [5][11]