港股详情

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蜜雪集团

232.600

-0.800-0.34%

成交量：37.34万

成交额：8,594.19万

市值：883.88亿

市盈率：12.73

高：233.600

开：233.600

低：227.000

收：233.400

52周最高：499.600

52周最低：201.200

股本：3.80亿

香港流通股本：1.51亿

量比：0.97

换手率：0.25%

股息：- -

股息率：- -

每股收益(LYR):18.265

净资产收益率：29.76%

总资产收益率：17.85%

市净率：3.10

市盈率(LYR):12.73

市销率: 2.26

数据加载中...

总览公司新闻资讯公告

财报前瞻｜蜜雪集团本季度营收预测数据缺失，机构观点待确认

修得再豪华也敢进！从1家到30家，蜜雪冰城如何重写“旗舰店经济”？

新消费概念板块走强老铺黄金（06181）涨10.34% 机构指社零数据释放了底部企稳的积极信号

故意投放头发、苍蝇敲诈蜜雪冰城，两人被刑拘

蜜雪集团（02097）公告将于8月27日召开董事会审议2026年中期业绩

星巴克中国回应“代工传闻”：纸杯吸管由蜜雪冰城代工、更换咖啡豆供应商等信息严重失实

星巴克回应“蜜雪冰城代工”

传蜜雪冰城将代工星巴克多款物料，蜜雪冰城、星巴克回应

当蜜雪冰城们不再狂奔，四家新茶饮市值年内蒸发超百亿，沪上阿姨单日跌超20%

异动解读｜蜜雪集团盘中上涨3.66%，报237.8港元

蜜雪集团股价震荡向下一度破发、闭店数创新高！国内门店趋饱和增长天花板隐现、海外门店净减少400多家

蜜雪集团7月无新增发行或股份变动

华商报：蜜雪冰城一员工边抽烟边收银回应将加强管理

异动解读｜蜜雪集团盘中下跌5.28%，报224.0港元

智通港股解盘 | 港股成为资金的避风港世界500强中国车企表现给力

港股异动 | 多重因素驱动新消费走强布鲁可(00325.HK)涨超16% 蜜雪集团(02097.HK)涨近7%

茶饮股集体上涨，蜜雪集团涨超5%，沪上阿姨涨超4%，板块估值修复

港股新消费概念股盘中拉升，布鲁可涨超12%，沪上阿姨涨超7%

老虎资讯综合

异动解读 | AI赋能茶咖行业价值重估，蜜雪集团盘中大涨5.08%

茶饮股持续上扬沪上阿姨（02589）涨4.26% 机构料28年中国现制茶饮市场规模达5732亿元

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18:05","pubTimestamp":1786097100,"startTime":"0","endTime":"0","summary":"截至8月7日收盘，蜜雪集团市值约800多亿港元，较高点蒸发超千亿港元。公司股价自2025年6月以来震荡向下，一度破发。蜜雪冰城2021年至2025年门店总量持续扩张，从约20，000家增长至59，823家，但国内外发展路径出现明显分化。同时，我们也看到，蜜雪集团闭店数创新高。2025年，蜜雪冰城关闭加盟门店达2，527家，同比激增57.1%，绝对数量是2021年的4.4倍，创下近五年新高。截至 2026 年 5 月，福鹿家门店突破 3000 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16:56","pubTimestamp":1786006616,"startTime":"0","endTime":"0","summary":"2026年8月6日，蜜雪集团发布2026年7月股份变动月报表。公告显示，截至2026年7月31日，公司已发行H股150,883,058股，非上市普通股228,735,742股，各类股份面值均为1元人民币，总法定股本379,618,800元人民币，与上月保持一致。此外，公告未显示任何新增或变动的期权、股权激励计划及回购注销安排。本次公告由蜜雪集团联席董事长及执行董事张红甫签署。公司强调已履行全部必要的上市及信息披露要求，股本结构整体维持稳定。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656325047","title":"华商报：蜜雪冰城一员工边抽烟边收银 回应将加强管理","url":"https://stock-news.laohu8.com/highlight/detail?id=2656325047","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656325047?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 14:55","pubTimestamp":1785740102,"startTime":"0","endTime":"0","summary":"中国经济网北京8月3日讯 华商报大风新闻昨日发布文章《蜜雪冰城南通一门店被曝员工边抽烟边收银，距离饮品操作区不足一米，品牌回应：将加强门店管理，进行专项巡检提升》。　　文章表示，蜜雪冰城品牌客服表示，将记录反馈，后续会加强对员工行为的规范管理以及加强门店的运营管理，并进行专项巡检提升，避免此类问题的再次发生。","market":"us","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://sc.stock.cnfol.com/gushijujiao/20260803/32324515.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1616","02097","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187840177","title":"异动解读｜蜜雪集团盘中下跌5.28%，报224.0港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187840177","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187840177?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 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| 多重因素驱动新消费走强 布鲁可(00325.HK)涨超16% 蜜雪集团(02097.HK)涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655830047","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655830047?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 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10:49","pubTimestamp":1785293368,"startTime":"0","endTime":"0","summary":"港股茶饮股集体拉升上涨，其中，蜜雪集团涨超5%，沪上阿姨涨超4%，茶百道、古茗涨近3%，奈雪的茶涨1.5%。消息面上，沪上阿姨盈喜是直接催化剂。公司近期发布正面盈利预告，预计2026年上半年期内溢利约3.04亿至3.25亿元人民币，同比增长约50%至60%。有分析指，当前H股新式茶饮行业市盈率仅约13.76倍，整体仍处在历史底部区间，估值修复空间充足。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2026/07/cms_20260729104928478.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2026/07/cms_20260729104928478.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/07/29104957937181.shtml","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":"jinrongjie_stock","symbols":["02097","LCO","02589","BK1587","NIFE","REVS","CZA","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114853547","title":"港股新消费概念股盘中拉升，布鲁可涨超12%，沪上阿姨涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114853547","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114853547?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 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AI赋能茶咖行业价值重估，蜜雪集团盘中大涨5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133822099","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133822099?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 09:59","pubTimestamp":1785290357,"startTime":"0","endTime":"0","summary":"蜜雪集团今日盘中大涨5.08%，引发市场关注。消息面上，近日多家头部茶咖品牌的AI业务实践案例受到市场广泛关注，AI赋能有望带动茶咖行业价值重估。蜜雪冰城已在门店食安巡检、鲜果AI智能分选等环节落地应用，其中AI食安巡检系统可自动识别门店食安、设备清洁等问题，替代传统人工巡查；潼南工厂AI分选系统每秒拍照42张，0.02秒完成判定，日处理鲜橙量达千吨级别，展现了公司在智能化升级方面的领先优势。此外，餐饮板块今日整体表现强势，沪上阿姨涨5.99%，美团-W涨2.27%，海底捞涨1.72%，古茗涨1.72%，板块联动效应也为蜜雪集团股价提供了支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655837314","title":"茶饮股持续上扬 沪上阿姨（02589）涨4.26% 机构料28年中国现制茶饮市场规模达5732亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655837314","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655837314?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 09:49","pubTimestamp":1785289798,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股持续上扬，截至发稿，沪上阿姨 涨4.26%，蜜雪集团涨3.95%，奈雪的茶涨2.86%，茶百道涨2.60%，古茗涨2.26%。其中，2023年中国现制茶饮市场规模合计为2,585亿元，对应2018-23年复合增速达15.3%。未来将以13.8%的复合增速继续增长，预计2028年市场规模可达5,732亿元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986994","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097","LU1171460220.USD","LU2488822045.USD","LU0211977185.USD","BK1233","BK1587","LU2279858448.HKD","02589","02555","01364","02150","BK1616"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}