报告导读两大现制茶饮龙头蜜雪和古茗分别于2025.3.3和2025.2.12H股上市,近期茶饮行业备受市场关注。华安食饮消费团队于2024年5月发布深度《拥抱极致性价比与下沉时代——现制茶饮投资探讨》,深度剖析茶饮赛道中重要标的成长空间。本篇我们针对现制茶饮,讨论架构:为何关注?什么是现制茶饮的生意本质?当前对比?竞争逻辑要素,7大品牌孰优孰劣?竞争进阶?行业走向何方,如何看下沉、出海、产品演进?...
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