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按2023年GMV计现制茶饮前五大品牌GMV(单位:十亿)
按2023年GMV计现制茶饮前五大品牌GMV(单位:十亿)
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图片大小:184KB
图片尺寸:1248*718
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所属报告:
古茗-港股公司研究报告-区域深耕成就万店规模打造中端茶饮高成长新范式-250708(34页).pdf
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2026-07-14
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2020-2025年主要平台的东南亚GMV(⼗亿
fCDlubTku70gfCBTaG9wZWUgKOWNgeS6v+e+juWFgykgfCBMYXphZGEgKOWNgeS6v+e+juWFgykgfCBUb2tvcGVkaWEgKOWNgeS6v+e+juWFgykgfCBUaWtUb2sgKOWNgeS6v+e+juWFgykgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIwIHwgMjQgICAgICAgICAgICAgICB8IDEzICAgICAgICAgICAgICAgfCAxMSAgICAgICAgICAgICAgICAgIHwgMCAgICAgICAgICAgICAgICB8CnwgMjAyMSB8IDQzICAgICAgICAgICAgICAgfCAyMSAgICAgICAgICAgICAgIHwgMTYgICAgICAgICAgICAgICAgICB8IDAgICAgICAgICAgICAgICAgfAp8IDIwMjIgfCA0OCAgICAgICAgICAgICAgIHwgMjAgICAgICAgICAgICAgICB8IDE5ICAgICAgICAgICAgICAgICAgfCA0ICAgICAgICAgICAgICAgIHwKfCAyMDIzIHwgNTUgICAgICAgICAgICAgICB8IDE5ICAgICAgICAgICAgICAgfCAxNiAgICAgICAgICAgICAgICAgIHwgMTYgICAgICAgICAgICAgICB8CnwgMjAyNCB8IDY3ICAgICAgICAgICAgICAgfCAxOCAgICAgICAgICAgICAgIHwgMTMgICAgICAgICAgICAgICAgICB8IDIzICAgICAgICAgICAgICAgfAp8IDIwMjUgfCA4MyAgICAgICAgICAgICAgIHwgMTggICAgICAgICAgICAgICB8IDkgICAgICAgICAgICAgICAgICAgfCA0NiAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mk1vbWVudHVtIFdvcmtzICjloqjohb7liJvmipUp77yM55Sz5LiH5a6P5rqQ
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2026-07-01
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2026年1~5月抖音平台美妆类目按GMV排序的TOP20名品牌
fCDmjpLlkI0gfCAyMDI25bm0MeaciCB8IDIwMjblubQy5pyIIHwgMjAyNuW5tDPmnIggfCAyMDI25bm0NOaciCB8IDIwMjblubQ15pyIIHwKfC0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tLS18CnwgMSAgICB8IOmfqeadnyAgICAgfCDpn6nmnZ8gICAgIHwg6Z+p5p2fICAgICB8IOicnOS4neWptyAgIHwg6LWr6I6y5aicICAgfAp8IDIgICAgfCDmrKfojrHpm4UgICB8IOiwt+mbqCAgICAgfCDnj4DojrHpm4UgICB8IOmfqeadnyAgICAgfCDpm4Xor5flhbDpu5sgfAp8IDMgICAgfCDnj4DojrHpm4UgICB8IOasp+iOsembhSAgIHwg6Ieq54S25aCCICAgfCDosLfpm6ggICAgIHwg54+A6I6x6ZuFICAgfAp8IDQgICAgfCDmr5vmiIjlubMgICB8IOenkeWFsOm7jiAgIHwg6LC36ZuoICAgICB8IOiSgua0m+iWhyAgIHwg5rW36JOd5LmL6LCcIHwKfCA1ICAgIHwg5YWw6JS7ICAgICB8IOWFsOiUuyAgICAgfCDonJzkuJ3lqbcgICB8IOasp+iOsembhSAgIHwg6Z+p5p2fICAgICB8CnwgNiAgICB8IOmbheivl+WFsOm7myB8IOePgOiOsembhSAgIHwg6ZuF6K+X5YWw6bubIHwg54+A6I6x6ZuFICAgfCDoh6rnhLbloIIgICB8CnwgNyAgICB8IOiHqueEtuWggiAgIHwg6LWr6I6y5aicICAgfCDmrKfojrHpm4UgICB8IOiHqueEtuWggiAgIHwg5qyn6I6x6ZuFICAgfAp8IDggICAgfCDnmb7pm4DnvpogICB8IOmbheivl+WFsOm7myB8IOWFsOiUuyAgICAgfCDpm4Xor5flhbDpu5sgfCDlhbDolLsgICAgIHwKfCA5ICAgIHwg6LWr6I6y5aicICAgfCDlnKPnvZflhbAgICB8IOiSgua0m+iWhyAgIHwg5p+P55Ge576OICAgfCDosLfpm6ggICAgIHwKfCAxMCAgIHwg6LC36ZuoICAgICB8IOiHqueEtuWggiAgIHwg55m+6ZuA576aICAgfCBCQUJJICAgIHwgU0stSUkgICB8CnwgMTEgICB8IOael+a4hei9qSAgIHwg5rW36JOd5LmL6LCcIHwg5q+b5oiI5bmzICAgfCDmr5vmiIjlubMgICB8IOeZvumbgOe+miAgIHwKfCAxMiAgIHwg5rW36JOd5LmL6LCcIHwg6YCg54mp6ICFICAgfCDmtbfok53kuYvosJwgfCDmnpfmuIXovakgICB8IOWco+e9l+WFsCAgIHwKfCAxMyAgIHwg5Zyj572X5YWwICAgfCDmr5vmiIjlubMgICB8IOi1q+iOsuWonCAgIHwgVWxpa2UgICB8IOavm+aIiOW5syAgIHwKfCAxNCAgIHwg5LiJ6LWE5aCCICAgfCDkuLjnvo4gICAgIHwg5ZCOICAgICAgIHwgQ+WSliAgICAgfCDokoLmtJvolocgICB8CnwgMTUgICB8IOWoh+mfteivlyAgIHwgRFBEUCAgICAgfCDkuLjnvo4gICAgIHwg5YWw6JS7ICAgICB8IOiCjOiCpOS5i+mSpSB8CnwgMTYgICB8IERQRFAgICAgIHwgRUxMICAgICAgfCBIQk4gICAgICB8IEVMTCAgICAgIHwg6Jyc5Lid5am3ICAgfAp8IDE3ICAgfCDkuLjnvo4gICAgIHwgSEJOICAgICAgfCDmnpfmuIXovakgICB8IOS4uOe+jiAgICAgfCDmnpfmuIXovakgICB8CnwgMTggICB8IOWNoeWnv+WFsCAgIHwgQ+WSliAgICAgIHwg5Y2h5ae/5YWwICAgfCDlj6/lpI3nvo4gICB8IOenkeWFsOm7jiAgIHwKfCAxOSAgIHwgRUxMICAgICAgfCDoirHnn6XmmZMgICB8IOeOieWFsOayuSAgIHwg6LWr6I6y5aicICAgfCDlqIfpn7Xor5cgICB8CnwgMjAgICB8IEhCTiAgICAgIHwg5LiJ6LWE5aCCICAgfCBVbGlrZSAgICB8IEhCTiAgICAgIHwg5Y+v5aSN576OICAgfAoK6LWE5paZ5p2l5rqQ77ya6Z2S55y85oOF5oql
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2026-06-25
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与蜜雪在平价赛道一骑绝尘的地位不同,中端现制茶饮头部玩家份额占比相对接近。参考灼识咨询数据,按全部价格带统计口径,2023 年蜜雪冰城 GMV 约 427 亿,以绝对优势占据全价格带的领先地位,而中端现制茶饮四大龙头古茗、茶百道、霸王茶姬以及沪上阿姨分列后四位,也即若看平价茶饮市场(10 元以内)竞争格局,蜜雪冰城门店数突破 3 万家,其他平价茶饮竞对甜啦啦、益禾堂位列其后且门店规模尚未破万,蜜雪领先优势显著。若看中端现制茶饮赛道,按 2023 年 GMV计,前五大中端现制茶饮店品牌合计市占率(CR5)达 59.9%,其中古茗份额最高占比 17.7%、茶百道(15.6%)、霸王茶姬(9.7%)、沪上阿姨(8.9%)、CoCo都可(8.0%)分居其后,与蜜雪在平价茶饮赛道份额一骑绝尘相比,中端茶饮赛道各玩家市场份额则相对接近。
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古茗-港股公司研究报告-区域深耕成就万店规模打造中端茶饮高成长新范式-250708(34页).pdf
财务预测与估值
2025-2027年古茗门店扩张预测
古茗达到关键规模省份的期末门店数量及同店GMV增长
现制茶饮行业供应链能力对比分析(2024年)
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