港股詳情

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咖啡茶飲

259.176

-0.928-0.36%

漲家數：2

跌家數：3

平家數：- -

市盈率：- -

高：261.676

開：261.578

低：257.722

收：260.103

成交量：587.85萬

成交額：1.15億

市值：1,431.25億

流通市值：975.44億

資料載入中...

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

奈雪的茶(02150.HK)8月31日斥資214.1萬港元回購327.5萬股

「雪王」猛踩剎車，蜜雪集團能否大象轉身？

國信證券：維持古茗(01364.HK)「優於大市」評級咖啡拉新效果顯著

從「新茶飲第一股」淪為「仙股」奈雪和它的加盟商還在等回本

经济观察报

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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":["CHA","BK4610","BK1587","BK4539","LU0348767384.USD","BK1616","02555","BK4209","BK1233","02150","BK4526","LU0348766576.USD"],"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」； 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20:34","pubTimestamp":1788438840,"startTime":"0","endTime":"0","summary":"9月3日，奈雪的茶(02150.HK)向香港交易及结算所有限公司提交截至2026年8月31日止月份的证券变动月报表。2026年8月，公司根据2026年6月24日股东大会通过的一般授权，购回327.5万股普通股，购回股份被持作库存股份，事件发生日期为2026年8月31日。受此影响，已发行股份(不包括库存股份)数目由上月底的16.84亿股减少至16.81亿股，库存股份数目由2326.65万股增加至2654.15万股，已发行股份总数维持17.08亿股不变。","market":"fut","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/relnews/hk/2026-09-03/doc-iniqqfvq1056287.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1616","BK1587","BK1233","02150"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664871338","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2664871338","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664871338?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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":["LU0348766576.USD","02555","LU1171460220.USD","02150","LU0211977185.USD","BK4610","LU2488822045.USD","CHA","BK4209","01364","02097","BK1616","02589","BK4526","BK4539","BK1233","BK1587","LU2279858448.HKD","LU0348767384.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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奈雪和它的加盟商還在等回本","url":"https://stock-news.laohu8.com/highlight/detail?id=2663045707","media":"经济观察报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663045707?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 07:36","pubTimestamp":1788046560,"startTime":"0","endTime":"0","summary":"从以“新茶饮第一股”光环登陆港交所、市值一度达340亿港元，到如今股价跌至0.65港元、沦为“仙股”，奈雪用了5年时间。同时，奈雪的销售情况并未改善。2023年7月，长期坚持直营的奈雪开放加盟。王薇回忆，奈雪总部招商人员反复强调“新茶饮第一股”的光环，说品牌“比快消奶茶更有格调”，预计两三年可以回本。一位持有奈雪股票近三年的投资者称，其已在今年上半年清仓。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/hk/2026-08-30/doc-inipzxrz5167234.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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