You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
奈雪的茶(02150.HK)發佈2022年業績公吿:年營收近43億元

3月30日晚間,"茶飲第一股"奈雪的茶(02150.HK)發佈2022年業績公吿,公吿顯示,2022年奈雪的茶總收入為42.916億元人民幣。

截至2022年12月31日,奈雪的茶在全國89個城市擁有1068間直營門店,已成為最大規模的直營茶飲品牌,其門店經營利潤率約為11.8%。奈雪的茶在年報中表示,未來仍將堅持在一線、新一線及重點二線城市進一步提高市場滲透率,以培養和鞏固消費者的茶飲消費習慣。 與此同時,奈雪的茶註冊會員數量2022年增長至約5660萬名,較2021年的4330萬,增幅約30.7%,會員月度復購率提升至26.3%。

對於2023年的發展,公吿表示,隨着疫情管控措施逐步優化,營運情況和財務指標隨即迅速改善,如外賣訂單佔比隨着消費者重新回到線下消費而回落,同店收入和盈利能力都開始恢復等,都釋放出強烈的積極信號,奈雪門店在2023年1月、2月的表現進一步鞏固了集團信心。據瞭解,奈雪的茶3月新推"霸氣生酪"系列表現不俗,創下3天售出超60萬杯的成績。

未來,奈雪將在收入和成本兩方面持續發力優化。在推出適合廣泛消費者羣體的、價格帶更均衡的更多優質產品的同時,持續提升數字化、自動化能力,加強精細化管理,通過自研自動排班系統、自動製茶設備等數字化、自動化手段,降低經營槓桿,提升運營靈活度。通過上述舉措,使奈雪單店模型在極富挑戰性的環境下維持相對穩定,也為奈雪在疫情結束後迅速恢復盈利能力打下基礎。

而在此前,西部證券、中信證券等機構發佈奈雪的茶跟蹤報吿。中信指,2月復工後同店收入增速持續向上,目前已超過去年同期水平,其中單量增長明顯、單價回升至35元左右,維持"買入"評級,建議積極配置。西部證券指,公司單店模型持續優化,看好疫後利潤釋放。預計23-24年歸母淨利潤分別為1.78/4.22億元,維持"買入"評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account