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蜜雪集团

509.500

+15.7003.18%

成交量：19.64万

成交额：9,926.35万

市值：1,936.10亿

市盈率：41.34

高：513.500

开：503.000

低：494.200

收：493.800

数据加载中...

总览公司新闻公告

“雪王”市值攀上千亿，基金经理详解新消费叙事逻辑

“雪王”IPO启示录：千亿港元市值背后，20多年的苦功夫

社会服务行业双周报(第102期)：如何理解蜜雪集团上市后首周股价的优异表现？

国信证券股份有...

蜜雪冰城上市，一场供应链的资本化试验？

张坤中签1000股蜜雪冰城！为啥“顶流”最近都爱新消费？

红星资本局

“顶流”基金经理中签蜜雪冰城，公募涌入新消费赛道

3月3日-3月7日周报：IPO放松/蜜雪冰城

财经自媒体

蜜雪冰城给所有会计人上了一堂家族股权课

8元奶茶撬动1300亿市值 1杯柠檬水日赚近300万！资本为何爱喝这杯茶？

21世纪经济报道

【八斗财经】哥哥成教毕业，弟弟中途退学，摆摊起步如今身家几百亿

小小茶饮做成大生意新品牌纷纷上市IPO

蜜雪冰城：新茶饮新年扩张与创新 1月洞察

霸王茶姬另辟蹊径欲赴美上市

蜜雪冰城，堪比茅台

市场综述 | 港股冲高回落，恒指收跌0.57%，京东跌近5%；蜜雪再涨近4%，上市一周累涨超八成

深度 | 现制茶饮投资探讨

欣赏消费的奇妙...

万凯新材3月7日在互动平台回复称，公司暂未开展与蜜雪冰城的直接合作。

冰山冷热：公司与蜜雪冰城近年有过合作，营收占比不高

押中“雪王”不过瘾，美团又盯上星巴克

蜜雪集团盘中飙涨超10%，总市值突破1400亿港元，“中国式低价神话”掀起资本市场狂欢

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06:42","pubTimestamp":1741560120,"startTime":"0","endTime":"0","summary":"年初以来，新茶饮赛道的二级市场格局出现了前所未有的分化。统计数据显示，蜜雪冰城股份有限公司（简称“蜜雪集团”）上市首日股价飙升超40%，随后攻势不减，市值已突破千亿港元，成为港股消费板块的“明星”；而此前已上市的奈雪的茶、茶百道、古茗均出现了“上市即破发”的状况，奈雪的茶上市以来市值甚至蒸发超90%。同一赛道内，相关个股冰火两重天的表现，也折射出新消费投资的深层逻辑变迁。目前，公募基金正将目光转向以新茶饮为代表的众多新消费赛道，针对新消费赛道具体投资机会的挖掘，也成为众多专注消费的基金经理“重中之重”的工作。（证券时报）","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=nesSN20250310070137a268f4eb&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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00:00","pubTimestamp":1741536000,"startTime":"0","endTime":"0","summary":"截至3 月7 日公司股价相较发行价202.5 港元已上涨75.3%至355 港元。2024 年蜜雪集团逆势下兼顾相对突出的扩张及优秀的盈利能力。业绩层面，受益于规模效应，2024 年前三季度毛利率由2023 年同期29.7%自然改善至32.4%，归母净利率由15.6%改善至18.7%。后续，凭借庞大门店体系，公司逐步释放供应链规模效应，预计毛利率有望持续改善。板块复盘：消费者服务板块报告期内上涨0.08%，跑赢大盘0.95pct。国家卫健委正在会同有关部门起草育儿补贴操作方案。","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=nesSN2025031015570198a24749&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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蜜雪冰城的“护城河”与“三座大山”此次上市，资本市场之所以能够将蜜雪冰城推高到千亿市值，离不开几万家门店背后其在供应链“护城河”方面的优势。此外，蜜雪冰城在国际市场的攻城略地，也让市场对其充满希望。","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=nesSN20250309225557963f26c3&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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21:51","pubTimestamp":1741528260,"startTime":"0","endTime":"0","summary":"　　近日，易方达张坤等知名基金经理现身打新蜜雪集团。　　2月份以来，掘金下沉市场的蜜雪集团逐渐成为投资者的“价值共识”。结果显示，除了在管规模超过500亿元的公募“一哥”张坤中签1000股（10手）之外，其余四人均“喜中”一到两手，5只产品总共获配1500股。自2024年6月28日上市以来，股价较发行价涨幅已超过14倍。也正是股价下跌阶段，张坤与同公司另一名消费领域大将萧楠双双“折戟”。其中，南方基金获配11.51万股。","market":"hk","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":"https://finance.sina.com.cn/stock/relnews/hk/2025-03-09/doc-inepaksm4472908.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":"sina","symbols":["BK1616","BK1233","02097"],"gpt_icon":1},{"id":"2518400337","title":"“顶流”基金经理中签蜜雪冰城，公募涌入新消费赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2518400337","media":"红星新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518400337?lang=zh_cn&edition=fundamental","pubTime":"2025-03-09 20:07","pubTimestamp":1741522020,"startTime":"0","endTime":"0","summary":"近日，易方达张坤等知名基金经理现身打新蜜雪集团。伴随着白酒等传统消费板块的“失落”，基金经理们南下抢筹，左手黄金、右手潮玩，在新消费赛道中寻找答案。2月份以来，掘金下沉市场的蜜雪集团逐渐成为投资者的“价值共识”。随着股价重新上涨，基金经理们也在接连买入。还有基金经理指出，在布局消费赛道时，可以将食品、医疗等必选消费行业作为“防御盾”，将潮玩等新型消费行业作为“进攻矛”。","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=nesSN2025030920075198a17c34&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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19:55","pubTimestamp":1741521300,"startTime":"0","endTime":"0","summary":"2023年以来的IPO收紧，标志性事件是827新政，但追溯到源头，却应该是蜜雪冰城。2023年2月，主板推行全面注册制改革，蜜雪冰城平移交易所失败，境内IPO之旅宣告结束。从目前的情况看，每周2个IPO批文的节奏仍然得以保持。本周终止审查IPO项目1个。","market":"fut","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":"https://finance.sina.com.cn/stock/stockzmt/2025-03-09/doc-inepaksh0448635.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":"sina","symbols":["BK1233","BK1616","02097"],"gpt_icon":1},{"id":"2518902405","title":"蜜雪冰城给所有会计人上了一堂家族股权课","url":"https://stock-news.laohu8.com/highlight/detail?id=2518902405","media":"起点财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518902405?lang=zh_cn&edition=fundamental","pubTime":"2025-03-09 14:42","pubTimestamp":1741502520,"startTime":"0","endTime":"0","summary":"然而，在创业初期，张红甫并未涉足蜜雪冰城的股权事务。大致分工参考下表：至此，蜜雪冰城在上市前的股权架构已初步奠定，涵盖了自然人、投资机构以及员工持股平台等多种股东类型。随后，两岸公司成功整体变更为蜜雪冰城股份有限公司，从而正式启动上市进程。增资完成后，蜜雪冰城股份公司的股权结构得以进一步优化和完善。","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=nesSN20250309153810a267ec67&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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1杯柠檬水日赚近300万！资本为何爱喝这杯茶？】2元的冰淇淋、4元的柠檬水、6元的珍珠奶茶，你以为蜜雪冰城赚的是你手里的奶茶钱吗？nonono，低价产品只是表象，深层次的原因其实藏在它的“供应链帝国”里。通过自建工厂，蜜雪冰城实现了核心饮品食材的100%自产，什么概念？不仅没有中间商赚差价，每当加盟商卖出一杯柠檬水，蜜雪还能赚走6毛的原料钱。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202503093340430582.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202503093340430582.html","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":"eastmoney_highlight","symbols":["BK1587","BK1616","02097","BK1233"],"gpt_icon":1},{"id":"2517829445","title":"【八斗财经】哥哥成教毕业，弟弟中途退学，摆摊起步如今身家几百亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2517829445","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517829445?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 19:10","pubTimestamp":1741432200,"startTime":"0","endTime":"0","summary":"转自：抱朴财经3月3日，蜜雪冰城在香港交易所上市。张红超和张红甫兄弟合计持有约85.56%股权，两兄弟在一天之内拥有了800多亿港元的身家。张氏兄弟二人出生于河南商丘的农村，父母务农。张红超初中没毕业，先是打工，后来去读了河南财经政法大学的成教。弟弟也没读完大学，中途退学，帮助做大了蜜雪冰城。截至2024年9月30日，就门店数量而言，蜜雪冰城已经超越星巴克，成为中国和全球最大的现制饮品企业。","market":"fut","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":"https://finance.sina.com.cn/stock/stockzmt/2025-03-08/doc-inenxzme8578608.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":"sina","symbols":["BK1233","BK1616","02097"],"gpt_icon":1},{"id":"2517416368","title":"小小茶饮做成大生意  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近期，新茶饮赛道竞争日益激烈，头部品牌纷纷加速布局，也出现了公司扎堆IPO的场景。据统计，截至今年初，中国新茶饮品牌海外门店年均增速超过30%，北美、欧洲及东南亚成为核心市场。这些都是茶饮品牌上市后面临的核心问题。","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":"https://finance.sina.com.cn/jjxw/2025-03-08/doc-inenxqvf4737480.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":"sina","symbols":["BK1616","01364","BK1233","02097"],"gpt_icon":1},{"id":"2517414909","title":"蜜雪冰城：新茶饮新年扩张与创新 1月洞察","url":"https://stock-news.laohu8.com/highlight/detail?id=2517414909","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517414909?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 13:50","pubTimestamp":1741413047,"startTime":"0","endTime":"0","summary":" 1 月，长期跟踪的 26 间新茶饮连锁品牌新开门店数量较上月新增 106 间，总量环比增加 7.15%，但同比减少 14.8%。今年 1 月开店情况呈两级分化，77.2%新店由蜜雪冰城等品牌带来，其余品牌中仅甜啦啦和茶白道新开门店在 50 以上。品牌新开门店方面，蜜雪冰城 1 月开店 574 间居首，霸王茶姬次之。现存门店排名中，蜜雪冰城第一，古茗第二。新年新店型多采用茶饮+模式，柠檬向右、霸王茶姬等品牌均有动作。","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=nesSN20250308140443a265a822&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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| 现制茶饮投资探讨","url":"https://stock-news.laohu8.com/highlight/detail?id=2517105813","media":"欣赏消费的奇妙...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517105813?lang=zh_cn&edition=fundamental","pubTime":"2025-03-07 16:50","pubTimestamp":1741337432,"startTime":"0","endTime":"0","summary":"报告导读两大现制茶饮龙头蜜雪和古茗分别于2025.3.3和2025.2.12H股上市，近期茶饮行业备受市场关注。华安食饮消费团队于2024年5月发布深度《拥抱极致性价比与下沉时代——现制茶饮投资探讨》，深度剖析茶饮赛道中重要标的成长空间。我们带您走进现制茶饮行业的短长期投资探讨......*下文列举代表品牌尽量囊括蜜雪冰城、古茗、茶百道、沪上阿姨、霸王茶姬、喜茶、奈雪的茶；对标单店模型还囊括瑞幸、星巴克。","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=nesSN20250307164447a263d501&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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