智通财经APP获悉，华泰证券发布研究报告，首次覆盖茶百道(02555)，给予“买入”评级。该行认为，茶百道具备 3 大竞争优势：1）牢抓性价比、便利性两大 C 端需求痛点，深耕大众价格带，以灵活的选址提高产品触达便捷度，进而做优外卖场景、增厚店效。2）B 端以小店模型全国化扩张，打造高效率 UE 持续吸引加盟商。3）供应链规模效益和议价能力较强，存货周转率高于同业。长远来看，公司在下沉市场、高线城市枢纽点位仍有加密空间，此外，境外业务有望成为公司第二成长曲线。
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