港股详情

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鸣鸣很忙

400.000

-2.000-0.50%

成交量：6.80万

成交额：2,719.01万

市值：872.00亿

市盈率：91.72

高：404.200

开：402.600

低：393.800

收：402.000

52周最高：461.200

52周最低：370.400

股本：2.18亿

香港流通股本：2.16亿

量比：0.44

换手率：0.03%

股息：- -

股息率：- -

每股收益(LYR):4.361

净资产收益率：--

总资产收益率：--

市净率：10.64

市盈率(LYR):91.72

市销率: 1.30

数据加载中...

总览公司新闻资讯公告

【券商聚焦】国金证券首予鸣鸣很忙(01768)“增持”评级指量贩行业高速增长龙头优势日益巩固

鸣鸣很忙(01768.HK)3月31日举行董事会会议考虑及批准年度业绩

开源证券：鸣鸣很忙(01768)拓店提效收入高增首予“增持”评级

光大证券：零食量贩行业头部规模优势突出重点推荐万辰集团(300972.SZ)等

方正证券：首予鸣鸣很忙(01768)“推荐”评级量贩零食龙头启航

《大行》华泰证券首予鸣鸣很忙(01768.HK)“买入”评级目标价535元

阿斯达克财经

《大行》高盛首予鸣鸣很忙(01768.HK)“买入”评级目标价496元

阿斯达克财经

首次覆盖鸣鸣很忙与万辰集团，高盛：折扣店正“结构性改变”中国零售

华尔街见闻

食品饮料行业：2026年政府工作报告点评-政策持续深入提振消费，关注食饮布局机会

鸣鸣很忙03月04日获主力加仓187.3万元

湖南鸣鸣很忙（01768）公布2月股份变动月报：新增发行2,326,600股H股，总股本达到217,837,800股

鸣鸣很忙扩店空间还有多大？

好想你否认被鸣鸣很忙收购，前者持有后者5.84%股权

好想你：公司无被鸣鸣很忙收购的计划

每日经济新闻

炸场港交所！鸣鸣很忙登顶“港股量贩零食第一股”，万亿赛道要变天？

鸣鸣很忙：鸣响渠道变革忙驭万店星辰

兴业证券：首予鸣鸣很忙“增持”评级量贩零食头部公司

福建90后卖零食，一年干出500亿

冯仑风马牛

鸣鸣很忙(01768)午后升8.6% 坐拥近2万家门店稳居零食连锁第一申万宏源首予增持评级

港股异动 | 鸣鸣很忙涨近9%，机构看好零食量贩行业高景气

老虎资讯综合

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重点推荐万辰集团(300972.SZ)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2618909246","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618909246?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 11:20","pubTimestamp":1773285621,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，光大证券发布研报称，零食量贩行业经近几年的快速发展，形成“很忙系”和“万辰系”的双强格局。重点推荐零食量贩的头部系统鸣鸣很忙和万辰集团。2)打造自有品牌最大的价值在于稳定以及提升公司的综合毛利率水平。该行预计未来3-5年，零食量贩头部品牌的市占率在10%-40%，GMV收入规模约在750-1050亿元之间，门店数量只是经营的结果。预计未来毛利率更高的“定制产品及自有品牌产品”的占比提升将是综合毛利率提升的核心抓手。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412965.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0183","601788","BK0028","BK1132","300972","BK0012","06178","01768","BK0227","BK0276","BK0188","BK1564","BK1147"],"gpt_icon":0},{"id":"2618899250","title":"方正证券：首予鸣鸣很忙(01768)“推荐”评级 量贩零食龙头启航","url":"https://stock-news.laohu8.com/highlight/detail?id=2618899250","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618899250?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 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目标价535元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618991398","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618991398?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:25","pubTimestamp":1773195900,"startTime":"0","endTime":"0","summary":"华泰证券发表研究报告指，首次覆盖鸣鸣很忙并予“买入”评级，目标价535元。该行预计公司2025至27年经调整净利润分别为26.6亿、38亿及44.8亿元人民币，按年增长191.9%、42.7%及18%。该行表示，展望未来，鸣鸣很忙仍有较大空间拓展渠道，规模效应、精细化营运可望持续带动利润弹性，看好公司商业模式的迭代创新能力，3.0店型升级、品类拓展、自有品牌建立等可望持续推动未来增长空间。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260205134909955_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260205134909955_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508212/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508212/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01768"],"gpt_icon":0},{"id":"2618161626","title":"《大行》高盛首予鸣鸣很忙(01768.HK)“买入”评级 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11:27","pubTimestamp":1773026820,"startTime":"0","endTime":"0","summary":"高盛发表报告，启动覆盖鸣鸣很忙(01768.HK) ，给予“买入”评级及目标价496元，基于预测2027年市盈率23倍。以去年GMV(逾900亿元人民币)计，鸣鸣很忙是内地最大零食及饮料连锁零售商，凭借加盟为主模式快速扩张分店网络。高盛预期零食折扣店将持续从小卖部及传统超市抢占市占率，此趋势受惠于鸣鸣很忙具吸引力的消费者价值主张，较实体超市低约25%、广泛商品种类，约4,000种常备SKU，及健康的单位经济效益(一至两年投资回本期)。(ha/da)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260205134911299_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260205134911299_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507541/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507541/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01768"],"gpt_icon":0},{"id":"2618615148","title":"首次覆盖鸣鸣很忙与万辰集团，高盛：折扣店正“结构性改变”中国零售","url":"https://stock-news.laohu8.com/highlight/detail?id=2618615148","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618615148?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 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12:05","pubTimestamp":1772769958,"startTime":"0","endTime":"0","summary":"核心观点事件：3月5日，十四届全国人大四次会议在人民大会堂开幕，国务院总理向大会作政府工作报告。2026年政府工作报告将扩内需放在首要任务，提出“深入实施提振消费专项行动，激发居民消费内生动力和促消费政策并举，推动消费持续增长”。《报告》提出，2026年我国居民消费价格目标涨幅2%左右，将通过改善总供求关系，推动消费价格合理温和回升；配合更多元的消费政策，顺周期板块有望迎来复苏。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306120609a4527595&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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鸣鸣很忙股价涨2.51%，报收400.60元，成交金额1.3亿元，换手率0.16%，振幅7.32%，量比1.05。鸣鸣很忙今日主力资金净流入187.3万元，上一交易日主力净流入577.2万元。该股近5个交易日下跌7.49%，主力资金累计净流入3434.3万元；近20日主力资金累计净流入1.6亿元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304161927a6a13e8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:29","pubTimestamp":1772443745,"startTime":"0","endTime":"0","summary":"作为鸣鸣很忙的战略投资方之一，市场曾预期双方在业务层面有进一步整合的可能，但好想你此番表态为这一猜想画上了句号。公开资料显示，好想你及全资子公司合计持有湖南鸣鸣很忙商业连锁股份有限公司5.8355%的股权。作为量贩零食赛道的头部企业，鸣鸣很忙于2026年1月28日在香港联交所挂牌上市，成为“港股量贩零食第一股”，首日股价涨幅近70%，总市值一度突破860亿港元，目前股价维持在410港元左右波动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302172957a73106e5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:48","pubTimestamp":1772426880,"startTime":"0","endTime":"0","summary":"每经AI快讯，有投资者在投资者互动平台提问：鸣鸣很忙准备收购贵公司，现在进展到哪一步了？好想你（002582.SZ）3月2日在投资者互动平台表示，公司无被鸣鸣很忙收购的计划，关于公司的相关事项请以官方公告为准，公司将严格履行审议程序并及时披露。（文章来源：每日经济新闻）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-03-02/doc-inhpqknp4722097.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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年运营优化顺利带动净利率提振，后续市场扩张、店效改善、运营优化均有望形成潜在催化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227201218a4374f2c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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模拟交易客户端兴业证券发布研报称，首次覆盖，给予鸣鸣很忙“增持”评级。看好公司作为量贩零食头部公司的增长潜力，未来几年公司盈利弹性有望逐步释放。预计鸣鸣很忙2026E的PE倍数为25.3。兴业证券主要观点如下：公司的核心竞争力体现为四道环环相扣、彼此强化的竞争壁垒1）强势门店网络：依托成熟加盟体系，公司已构筑起兼具广度与深度的全国性门店网络。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226105438a4c98754&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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申万宏源首予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614706994","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614706994?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:51","pubTimestamp":1772005882,"startTime":"0","endTime":"0","summary":"金吾财讯 | 鸣鸣很忙 午后发力，截至发稿，升8.6%，报436.8港元，成交额2.1亿港元。申万宏源此前研报指出，公司拥有零食很忙、赵一鸣零食两大主力品牌。截至2025Q3共有19517家门店，覆盖28个省份；其中59%位于县城及乡镇，下沉市场覆盖1341个县。当前公司在库SKU达3997个，2025Q1-Q3GMV总额660.6亿元，位居休闲食品饮料连锁零售商第一名。给予公司2026年可比公司平均PEG，较当前市值上涨空间约10%。首次覆盖，给予“增持”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975482","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["000166","01768"],"gpt_icon":0},{"id":"1104140045","title":"港股异动 | 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