茶百道上半年营收增长6.2%至26.55亿元，现磨咖啡机已覆盖超2700家门店Chabaidao's revenue increased by 6.2% to 2.655 billion yuan in the first half of the year, and its freshly ground coffee machines have covered over 2700 stores

财经网。8月28日，茶百道（02555.HK）发布2026年半年报，实现营收利润双增长。上半年茶百道营收26.55亿元，同比增长6.2%；期内利润3.45亿元，同比增长3.5%；全球门店数增至8863家，注册会员数超2亿。

公司持续深化多品类战略，加快培育高质量增长新动能，终端经营实现稳步健康发展。茶咖业务协同超年初预期，现磨咖啡机已覆盖超2700家门店，推出多款高质价比咖啡产品。

甜品碗、柠檬水等替餐、替水新品相继上市，消费场景日益丰富；陆续上新多款冰奶系列产品，强化品类领先地位，其中荔枝冰奶在五十余天的销售期内累计售出超1700万杯，连续两年成为行业顶流爆品。

茶百道坚持稳健的门店拓展策略，把握下沉市场结构性增长机遇，三线及以下城市门店同比增长7.2%。全国仓配中心增至27个，水果统配率约91%，约95%的门店每周可获得两次或以上配送服务。

分析人士指出，茶百道多品类协同效应加速释放，有效拓宽门店经营边界，整体运营态势健康稳定，中长期成长确定性增强。

林辰/文

Financial website. On August 28th, Chabaidao (02555. HK) released its 2026 interim report, achieving dual growth in revenue and profit. In the first half of the year, Tea 100 Road's revenue was 2.655 billion yuan, a year-on-year increase of 6.2%; Profit during the period was 345 million yuan, a year-on-year increase of 3.5%; The number of global stores has increased to 8863, with over 200 million registered members.

The company continues to deepen its multi category strategy, accelerate the cultivation of new high-quality growth drivers, and achieve steady and healthy development in terminal operations. The collaboration of tea and coffee business has exceeded the expectations at the beginning of the year, and the freshly ground coffee machines have covered over 2700 stores, launching multiple high-quality and cost-effective coffee products.

Dessert bowls, lemon water and other meal and water substitutes have been launched successively, with increasingly diverse consumer scenarios; Multiple new ice milk series products have been launched successively, strengthening the leading position in the category. Among them, lychee ice milk has sold over 17 million cups in the sales period of more than 50 days, becoming the top selling product in the industry for two consecutive years.

Chabaidao adheres to a steady store expansion strategy, seizes opportunities for structural growth in the sinking market, and has achieved a year-on-year growth of 7.2% in stores in third tier and below cities. The number of national warehouse distribution centers has increased to 27, with a fruit distribution rate of about 91%. About 95% of stores can receive two or more delivery services per week.

Analysts point out that the synergistic effect of multiple categories in Tea Hundred Road is accelerating, effectively expanding the business boundaries of stores, and the overall operational situation is healthy and stable, with increased certainty of medium - and long-term growth.

Lin Chen/Wen