Movement Alert|Mixue Group Falls 3.01% in Regular Trading, Growth Ceiling and Cost Pressures Continue to Weigh on Share Price

Market Focus
06/08

On June 8, Mixue Group declined 3.01% in regular trading, trading at 258.0 HKD/share, with trading volume of approximately 105 million HKD, extending its recent weakness.

On the news front, market concerns over the company's fundamentals continue to intensify. Domestic store expansion is approaching its physical limit, while core business gross margin has slipped from 31.2% to 29.9%. The procurement price of lemon, a key raw material, surged over 60%, yet the company's average per-capita spending of just 7.3 yuan severely constrains its ability to pass costs through to consumers, resulting in a profit squeeze from both ends of the value chain.

Sector-wide weakness in the restaurant industry further compounded selling pressure, with MEITUAN-W down 5.94%, HAIDILAO down 1.59%, and GUMING down 0.52%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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