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霸王茶姬

9.53

-0.3500-3.54%

盤後：9.580.0497+0.52%19:52 EDT

成交量：55.16萬

成交額：533.80萬

市值：18.20億

市盈率：7.12

高：9.93

開：9.87

低：9.51

收：9.88

52周最高：41.80

52周最低：9.51

股本：1.91億

流通股本：2,892.34萬

量比：1.17

換手率：1.91%

股息：- -

股息率：- -

每股收益(TTM):1.34

每股收益(LYR):1.95

淨資產收益率：30.73%

總資產收益率：14.34%

市淨率：1.49

市盈率(LYR):4.88

資料載入中...

總覽公司新聞資訊公告

天合光能「千金」婚禮人手一杯霸王茶姬！兩家公司市值超572億

霸王茶姬「高娶」天合光能

異動解讀 | 霸王茶姬盤中大跌5.82%，國內GMV下滑與派息爭議引擔憂

霸王茶姬的「反捲」答卷：拒入補貼紅海，押注品牌長期價值

前海时代Finance

三季度營收、利潤雙降，霸王茶姬的高增長時代是否已經結束？

砺石商业评论

霸王茶姬的三道選擇題

半年不出新品？霸王茶姬「逆行」，海外GMV暴漲75%

FBIF食品饮料创新

Form 144 | Chagee Holdings Ltd.高管 Dengfeng Yin 擬減持271,592股，總價約414.99萬美元

老虎公告助手

異動解讀 | 霸王茶姬盤中大跌6.41%，Q3業績下滑疊加國內市場競爭加劇

霸王茶姬Q3營收下滑，大單品策略遇挑戰

霸王茶姬，在海外活成了「麥肯」

霸王茶姬入局韓國倒計時首店有望明年上半年開業

異動解讀 | 霸王茶姬盤中大跌5.23%，三季度業績下滑與戰略調整引市場擔憂

霸王茶姬：困於「伯牙」？

霸王茶姬前三季度收入99億，不卷補貼堅守長期主義

「職場失意」的霸王茶姬，情場得意的張俊傑

霸王茶姬：聚焦高價值品牌路線關注調整效果

主動「逆行」後，霸王茶姬尋找新節奏

霸王茶姬，得了「增長後遺症」

三季報發布，霸王茶姬的警鐘該敲響了！

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| 霸王茶姬盤中大跌5.82%，國內GMV下滑與派息爭議引擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1188165596","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188165596?lang=zh_tw&edition=fundamental","pubTime":"2025-12-05 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15:46","pubTimestamp":1764920772,"startTime":"0","endTime":"0","summary":"近日，新茶饮头部品牌霸王茶姬披露2025年前三季度财报，一份“增长微承压但底气仍充足”的成绩单引发行业关注。值得注意的是，在美团、阿里“百亿补贴”搅动行业的背景下，霸王茶姬选择坚定“不参战”，并同步宣布首次现金分红12.5亿元，彰显了其锚定长期品牌价值的战略定力。由于始终未加入大规模补贴战局，霸王茶姬部分客群被分流，直接影响了短期销量。霸王茶姬的克制，恰好契合这一趋势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205222715a7262b8f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:38","pubTimestamp":1764898680,"startTime":"0","endTime":"0","summary":"今年三季度，霸王茶姬营收同比下滑9.4%，经调净利润同比下降22%。财报发布后，霸王茶姬遭遇的诘问总结起来就一句话——高增长的时代是否已经结束？而在外卖大战打得最凶，平台公司动辄百亿亏损的三季度，霸王茶姬大中华区单店月GMV降至37.85万元，同比下降了28.3%。不过霸王茶姬身上最大的差异化标签，还是“高质平价”的定位。霸王茶姬的业务动作，也都是围绕同一条主线展开。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205101850952be25e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:04","pubTimestamp":1764896692,"startTime":"0","endTime":"0","summary":"虽未卷入外卖大战，但仍在一定程度上受其波及，霸王茶姬本季度承压。相较多数茶饮品牌，霸王茶姬似乎是较为特殊的一个。下半年以来，霸王茶姬许多问题都被置于台面讨论。不盲目参战，保证加盟商实收，这便是霸王茶姬在Q3的节奏。敏姐称，自己从不缺席霸王茶姬的每个季度会，最近一次会议上，这个问题也被加盟商公开提及。当众多品牌都半推半就地卷入游戏，霸王茶姬选择保持冷静，将脚步放慢，也将目光触及更长远的地带。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205091009a4cd98cc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:45","pubTimestamp":1764895512,"startTime":"0","endTime":"0","summary":"而霸王茶姬却仅上新了4款，其中包括季节限定产品。不可否认的是，现制茶饮行业如今已进入洗牌期。财报显示，霸王茶姬海外GMV超3亿元，同比大增75.3%，环比增长27.7%。三季度，霸王茶姬进入菲律宾、越南市场，海外门店数量达262家。接下来，我们将进一步拆解霸王茶姬的战略执行思路。截至9月30日，霸王茶姬注册会员达2.22亿，同比增长36.7%。霸王茶姬2024年会友报告显示，品牌在2024年采购了1.3万吨原叶茶，与全国20多家顶尖茶厂携手合作。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205085608a724b2a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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拟于2025年12月4日出售271,592股ADS，总市值约414.99万美元。本次减持是通过强制非自主卖出安排以满足行权时产生的税务责任。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Form 144 | Chagee Holdings Ltd.高管 Dengfeng Yin 拟减持271,592股，总价约414.99万美元","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHA"],"gpt_icon":0},{"id":"1176154595","title":"異動解讀 | 霸王茶姬盤中大跌6.41%，Q3業績下滑疊加國內市場競爭加劇","url":"https://stock-news.laohu8.com/highlight/detail?id=1176154595","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176154595?lang=zh_tw&edition=fundamental","pubTime":"2025-12-04 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21:36","pubTimestamp":1764769010,"startTime":"0","endTime":"0","summary":"财报中，霸王茶姬将加盟店收入的下滑，归咎于外卖平台“补贴大战”导致的消费者对价格敏感。而在霸王茶姬的产品中，“伯牙绝弦”是绝对的爆品。霸王茶姬也公布过，其以“伯牙绝弦”为主的前三大SKU，贡献了60%-70%的销售额。财报沟通会中，霸王茶姬的高层重点介绍了未来“高质量发展战略”的执行路径。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203215758a721b008&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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田施琼11月28日，霸王茶姬公布最新财报，前三季度净收入为99.33亿元，同比增长9.5%，经调整后净利润为18.1亿元，同比微降0.3%。在行业打响“外卖大战”时，霸王茶姬坚定地不参与大规模补贴。由于霸王茶姬并未加入战局，致使部分价格敏感客户被分流。美团第三季度经调整净亏损达160亿元；阿里调整后净利润103.5亿元，同比下降72%。第三季度，其净收入32.08亿元，经调整后净利润5.03亿元，连续11个季度盈利。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203180343a7214309&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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公司进行战略和组织调整并主动放缓产品推新，叠加外卖大战分流，导致同店跌幅环比扩大和活跃用户流失；但加盟店盈利能力相对稳健，连续三个季度闭店率保持0.3%。展望未来，公司计划聚焦高价值品牌路线，在品牌、产品、体验和渠道等方面进行全方位升级。风险品牌和产品调整效果不及预期；行业竞争加剧；食品安全风险。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203073628a7200cc3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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