奈雪的茶(02150.HK)公佈2024年度業績:實現收入49.21億元,進入泰國、新加坡等境外市場
格隆匯3月27日丨奈雪的茶(02150.HK)公佈2024年度業績,2024年,集團收入同比下跌4.7%至人民幣49.212億元。經調整淨利潤╱(虧損)由2023年度的盈利人民幣2090萬元轉變爲2024年的虧損人民幣9.187億元。集團經營活動所得現金淨額由2023年的人民幣8.285億元下跌75.7%至2024年的人民幣2.016億元。
截至2024年12月31日,集團的奈雪的茶茶飲店網絡已從截至2023年12月31日的1,655家新增143家至1,798家,其中直營門店1,453家,加盟門店345家。
2024年度消費市場表現疲弱,更多的顧客傾向於謹慎消費或目的性消費,且COVID-19疫情後,消費者習慣發生一定改變,購物中心等線下消費場景的人流量尚未完全恢復,消費市場需求端有所收縮。另一方面,新品牌及跨界品牌持續涌入現製茶飲行業,使得行業競爭加劇,導致本集團門店收入承壓。
面對嚴峻的外部環境帶來的壓力與挑戰,2024年度集團對奈雪的茶茶飲店網絡的發展戰略進行對應調整:(i)針對直營門店,集團不斷開發新的市場機會,持續拓展新市場並深耕成熟市場。同時,通過建立門店評估機制,集團主動關閉或改造部分經營不善的門店,優化資源配置;(ii)針對加盟業務,集團不斷優化門店模型以降低初期投入成本,同時更理性地篩選成熟加盟商,保證加盟門店的高質量拓展;以及(iii)集團正穩步推進國際市場業務,構建茶飲店全球網絡,並已陸續進入泰國、中國澳門特別行政區、新加坡、馬來西亞等境外市場。
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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.