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奈雪的茶会员贡献半壁江山,复购率相对较高
奈雪的茶会员贡献半壁江山,复购率相对较高
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所属报告:
奈雪的茶-品牌初露峥嵘前景或可期待-210716(53页).pdf
打包全文图表
相关数据
图21:自2012年以来食品杂货指数相对于纽约(=100)的累计变化(指数点)
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2026-07-21
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图20:Numbe0食品杂货指数--城市食品杂货成本相对于纽约(=100,阴影部分)
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2026-07-21
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全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现(截至CY26/7/2)
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2026-07-08
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相对于2018年的职位发布数量,2018-2025年,民主化与专业化岗位,全球
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2026-07-01
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图7:.各国数字投资的直接和溢出影响相对于复苏和韧性基金拨款金额(单位:十亿欧元)
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行业数据
2026-07-01
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开年后,占全球经济半壁江山的美日欧PMI跨过容枯线
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行业数据
2026-06-23
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全球前十大企业占据汽车铝材市场半壁江山
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行业数据
2026-06-11
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相对于美国消费需求,消费品进口明显不足;今年美国消费品进口已在回升
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行业数据
2026-06-02
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中国、日本和韩国相对于美国的全要素生产率
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行业数据
2026-05-25
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图24、2025年至今(2026-04-30)振华科技、振华风光与国防军工(中信)指数收益率复盘
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行业数据
2026-05-13
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行业-地区供应增长预测相对于模型和上一周期(2026-30
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行业数据
2026-04-29
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图表432023-2025年维京游轮复购率情况
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行业数据
2026-04-28
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我们建模三个说明性的adoption 情景,增量相对于今天的计算为:520亿美元*(新份额-3%)。
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竞争格局
2026-04-27
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方便面行业市占率年度复盘
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竞争格局
2026-04-24
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方便面行业市占率月度复盘
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竞争格局
2026-04-24
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会员体系:快速成长,最新超 3500 万,会员预订贡献近半,复购率较高。公司从 2019 年 9 月推出奈雪的茶会员体系,注册会员人数由截至 2019 年底的9.3 百万人大幅增至截至 2020 年末的 27.9 百万人及 2021 年 2 月 5 日的 35.3百万人,会员规模快速扩大。截至 2020 年,奈雪的茶订单总数的约 49.0%来自会员贡献,显示其会员认可度较高。公司活跃会员人数由 2019Q4 的 2.0 百万人增加至 2020 Q4 的 5.8 百万人。根据灼识咨询数据及招股书,2019Q4 和2020Q4,公司活跃会员季度复购率分别达到 25.6%、29.8%,高于行业平均,有一定复购粘性支撑。并且,结合我们的跟踪,复购率随着购物金额和会员等级,复购率明显提升。其中,会员等级中 V1 复购率预计将近 3 个月买一次。V5-V6 平均 8-9 天买一次,重度用户支撑良好。
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奈雪的茶-品牌初露峥嵘前景或可期待-210716(53页).pdf
奈雪的茶2020年产品创新整理
奈雪发展历程
直营和加盟模式的对比
国内茶饮店主要玩家基本情况介绍
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