EPISODE · Mar 5, 2025 · 8 MIN
雪王登上千亿市值，茶饮圈仍然一片红海
from 虎嗅·商业有味道
3月3日，蜜雪冰城在港股上市，总市值很快超过一千亿港元。在上市前一周，蜜雪冰城已经获得超额认购，幅度达到5266倍，由此产生的冻资规模达到1.82万亿港元，打破了港股IPO的纪录。然而，蜜雪冰城引发的股市热情，似乎并没有对茶百道、奈雪、古茗带来提振作用。三个此前在港股上市的茶饮项目都出现了跌幅。蜜雪冰城与这些项目的底层逻辑有何不同？它又能否在茶饮的红海中杀出一条新道路？【时间轴】00:15 蜜雪冰城港股上市，市值超过千亿港元02:00 与其他品牌不同的“另一种茶饮逻辑”05:06 两条利润增长之路，困难重重
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雪王登上千亿市值，茶饮圈仍然一片红海
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