港股詳情

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咖啡茶飲

248.827

-3.538-1.40%

漲家數：2

跌家數：2

平家數：1

市盈率：- -

高：254.416

開：252.379

低：248.021

收：252.365

成交量：492.94萬

成交額：1.10億

市值：1,376.10億

流通市值：938.02億

資料載入中...

總覽新聞資訊

茶飲半年報藏新趨勢：蜜雪拐點已至，古茗、霸王茶姬齊齊換擋

南方都市报

12家茶飲品牌扎堆賣冰淇淋：「拉朵」毛利最高能到60%，古茗、喜茶、霸王茶姬們坐不住了

奈雪的茶(02150.HK)9月7日斥資150.4萬港元回購224萬股

茶百道用23顆龍眼做一杯冰奶，40天后就喝不到了

古茗開始賣冰淇淋了，全國首店9月19日落子南京

行業閉店率升至16.2%！新茶飲龍頭比拼「誰活得更好」

深圳商报·读创

奈雪的茶(02150.HK)9月4日耗資約156.4萬港元回購227.1萬股

新茶飲「六小龍」半年收入368億，但開奶茶店沒那麼賺錢了，奈雪直營店平均日銷7000元

茶飲六小龍，告別「狂飆時代」

今日數據精選：世界已進入極端天氣「危險區」；大廠追討.ai域名

左手縣域右手海外新茶飲雙向突圍

经济参考报

奈雪的茶8月購回327.5萬股持作庫存股份

六家新茶飲上半年業績分化明顯，告別門店高速擴張後增量在哪

下沉之王古茗，越來越像瑞幸

消費板塊掀起「回購潮」！奈雪、名創優品等多家公司同日「出手」

深圳商报·读创

《後西遊記》成本僅為同類S級真人劇幾分之一；奈雪單店咖啡銷量七成為美式類產品｜消費早參

每日经济新闻

奈雪的茶(02150)9月2日斥資163.95萬港元回購235萬股

古茗(01364.HK)調整新店加盟費及設備分期等方案

阿斯达克财经

古茗更新加盟政策，加盟費由9.88萬改為每年1.5萬

大行評級丨里昂：上調古茗目標價至32港元，維持「跑贏大市」評級

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17:42","pubTimestamp":1788774120,"startTime":"0","endTime":"0","summary":"奶茶店、甜品店也纷纷将时令水果融入菜单推陈出新，茶百道在白露当天推出“岭南龙眼冰奶”，一杯约含23颗石硖龙眼，上市期只有40多天，吸引不少消费者抓紧品尝当季新鲜风味、体验节气更替带来的仪式感，开售首日便成为全国门店销量最高的新品。该负责人表示，岭南龙眼冰奶是典型的时令产品，一杯大杯约含23颗石硖龙眼，整个售卖期仅40多天。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/enterprise/hk/2026-09-07/doc-iniqyzxw5440915.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1233","BK1616","02555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665075318","title":"古茗開始賣冰淇淋了，全國首店9月19日落子南京","url":"https://stock-news.laohu8.com/highlight/detail?id=2665075318","media":"时代周报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665075318?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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13:55","pubTimestamp":1788587758,"startTime":"0","endTime":"0","summary":"深圳商报·读创客户端首席记者刘琼国内新茶饮龙头的增速明显放缓。据蜜雪冰城、古茗、茶百道、沪上阿姨、霸王茶姬、奈雪的茶六家上市茶饮品牌各自披露的2026年中期业绩，2026年上半年合计营收约367.83亿元，同比增长约9.0%，净利润合计约53.73亿元，同比下滑超2.7%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609053866004758.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609053866004758.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1616","BK4209","CHA","BK1233","02555","LU0348767384.USD","LU0348766576.USD","BK4526","BK4539","BK4610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664375334","title":"奈雪的茶(02150.HK)9月4日耗資約156.4萬港元回購227.1萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2664375334","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664375334?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 20:33","pubTimestamp":1788525216,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1616","02150","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664380005","title":"新茶飲「六小龍」半年收入368億，但開奶茶店沒那麼賺錢了，奈雪直營店平均日銷7000元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380005","media":"时代财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380005?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 16:43","pubTimestamp":1788511380,"startTime":"0","endTime":"0","summary":"茶饮新贵们集体放慢了脚步。去年4月，一场由即时零售三国杀掀起的外卖补贴大战，“养肥”了不少现制茶饮门店。时隔一年，蜜雪冰城CEO张渊在中期业绩会上感慨，去年的外卖大战把门店店均营业额推至史无前例的高位。2026年，外卖巨头们急于止损，行业迎来补贴退潮。当增速开始放缓，现制茶饮的规模叙事正在显露出另一面，增长天花板渐近、单店效益承压、供应链短板逐一暴露。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043865459957.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609043865459957.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1233","BK1587","02150","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664677800","title":"茶飲六小龍，告別「狂飆時代」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664677800","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664677800?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 08:37","pubTimestamp":1788482262,"startTime":"0","endTime":"0","summary":"中报季收官，新茶饮“六小龙”交出了差别巨大的成绩单，分化趋势非常明显。随后是霸王茶姬，综合两季度财报测算，上半年合计净收入约69.61亿元，合计经调整净利润约 9.96亿元。奈雪的茶成为了分化中的“失意者”。最终，其经调整核心利润增速53.3%，大幅跑赢31.9%的收入增速，交出亮眼成绩单。首先，“茶饮 + 咖啡” 正成为行业标配，各大品牌正依托原有的门店与供应链，挖掘早餐时段增量。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788229042922319032","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4526","BK1616","02150","BK4209","BK4610","LU0348767384.USD","BK4539","CHA","LU0348766576.USD","BK1587","02555","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664802334","title":"今日數據精選：世界已進入極端天氣「危險區」； 大廠追討.ai域名","url":"https://stock-news.laohu8.com/highlight/detail?id=2664802334","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664802334?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 06:04","pubTimestamp":1788473047,"startTime":"0","endTime":"0","summary":"【宏观经济及政策】“世界已进入极端天气‘危险区’！”世界气象组织发布警告世界气象组织9月3日发布公报，厄尔尼诺事件已确认出现，预计将在数月内增强为超强厄尔尼诺事件，对全球降雨和温度模式产生重大影响，相关极端天气风险将持续至2027年。公报说，受热带太平洋异常温暖的海洋条件推动，此次厄尔尼诺的强度可能在今年年底达到顶峰，且该事件持续至2027年2月的“可能性极高，接近100%”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043864473261.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609043864473261.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4209","LU2488822045.USD","LU0348766576.USD","02150","LU1171460220.USD","CHA","LU2279858448.HKD","BK1616","02555","BK4539","LU0348767384.USD","BK4526","02589","01364","BK1587","BK4610","02097","LU0211977185.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664780473","title":"左手縣域右手海外 新茶飲雙向突圍","url":"https://stock-news.laohu8.com/highlight/detail?id=2664780473","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664780473?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 05:40","pubTimestamp":1788471640,"startTime":"0","endTime":"0","summary":"国内新茶饮行业如今正站在转折点上。从已披露的茶饮行业上市公司2026年半年报来看，行业整体已告别高速扩张期，迈入存量竞争的精耕细作阶段。行业头部企业一方面强化供应链、提升单店盈利等“硬实力”，另一方面则在深挖下沉市场、海外市场等增量新空间。头部企业利润承压行业转向精耕细作从行业整体来看，头部上市茶饮品牌今年上半年营收增速显著放缓。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043864463769.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609043864463769.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4610","LU0348767384.USD","BK4526","CHA","02555","BK4209","BK1587","LU0348766576.USD","BK4539","02150","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664872937","title":"奈雪的茶8月購回327.5萬股 持作庫存股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872937","media":"财闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664872937?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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19:39","pubTimestamp":1788435540,"startTime":"0","endTime":"0","summary":"新茶饮品牌存量竞争时代到来。近日，蜜雪集团（2097.HK）、古茗（1364.HK）、茶百道（2555.HK）、沪上阿姨（2589.HK）、奈雪的茶（2150.HK）以及霸王茶姬（NASDAQ:CHA）陆续披露了2026年上半年业绩。据记者梳理，今年上半年，六家新茶饮上市公司合计实现营收超过367亿元，同比增长约9%；合计净利超过53亿元，同比下滑超2.7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864238612.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033864238612.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02589","02097","BK4539","BK4526","02555","BK4209","LU2488822045.USD","BK4610","LU2279858448.HKD","LU0211977185.USD","CHA","BK1233","01364","LU0348767384.USD","BK1616","LU1171460220.USD","BK1587","02150","LU0348766576.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664820191","title":"下沉之王古茗，越來越像瑞幸","url":"https://stock-news.laohu8.com/highlight/detail?id=2664820191","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664820191?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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