港股异动 | 茶饮股全线走高，茶百道涨近9%，蜜雪涨超7%，古茗涨近6%
本周二（4月8日）港股早盘，茶饮股全线走高，截至发稿 茶百道涨近9%， 蜜雪集团 涨超7%， 古茗 涨近6%：
浙商证券发布研报称，餐饮多数细分赛道的门店收缩与需求复苏偏缓息息相关。而伴随供给收缩下的竞争趋缓，部分头部优质品牌正把握时代机遇，加速扩张。
具体来看，截止25年2月，近3月维度蜜雪冰城/瑞幸咖啡/肯德基/必胜客/达美乐仍呈现3%及以上比例的净开店。客单价角度上看，头部品牌企稳回升趋势已逐步显现，这些品牌客单价的持续企稳回升得益于供给收缩后的竞争趋缓。而伴随供给收缩下的竞争趋缓，部分头部优质品牌把握住时代机遇，借助优异的经营策略率先实现了客单价的企稳回升。
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