深度 | 现制茶饮投资探讨

欣赏消费的奇妙...2025-03-07

报告导读两大现制茶饮龙头蜜雪和古茗分别于2025.3.3和2025.2.12H股上市，近期茶饮行业备受市场关注。华安食饮消费团队于2024年5月发布深度《拥抱极致性价比与下沉时代——现制茶饮投资探讨》，深度剖析茶饮赛道中重要标的成长空间。本篇我们针对现制茶饮，讨论架构：为何关注？什么是现制茶饮的生意本质？当前对比？竞争逻辑要素，7大品牌孰优孰劣？竞争进阶？行业走向何方，如何看下沉、出海、产品演进？...

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