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蜜雪集团

220.000

-8.600-3.76%

成交量：102.23万

成交额：2.31亿

市值：836.00亿

市盈率：12.16

高：242.000

开：233.000

低：216.200

收：228.600

52周最高：553.000

52周最低：216.200

股本：3.80亿

香港流通股本：1.51亿

量比：2.35

换手率：0.68%

股息：- -

股息率：- -

每股收益(LYR):18.087

净资产收益率：29.76%

总资产收益率：17.85%

市净率：2.96

市盈率(LYR):12.16

市销率: 2.16

数据加载中...

总览公司新闻公告

【券商聚焦】中银证券首予蜜雪集团(02097)“增持”评级指其下沉市场优势显著

异动解读｜蜜雪集团盘中下跌3.07%，外卖补贴退坡叠加门店扩张见顶持续承压

异动解读｜蜜雪集团盘中下跌3.01%，外卖补贴退坡叠加门店扩张见顶持续承压

东吴证券：寻找具备规模及盈利愿景的连锁龙头企业

VC/PE周报｜蜜雪冰城出资15亿元做LP；海洋机器人领域最大单轮融资诞生

每日经济新闻

超越蜜雪冰城！溜溜梅IPO获6586倍超额认购，18万散户打新，上市首日股价一度涨超180%

异动解读｜蜜雪集团盘中下跌3.04%，外卖补贴退坡叠加门店扩张见顶持续承压

蜜雪冰城清华CEO豪掷15亿牵手北大团队：25%净利润投向哪里

异动解读｜蜜雪集团盘中上涨3.07%，15亿投资私募基金叠加战略转型持续提振

港股异动 | 蜜雪集团(02097)午后涨超4% 蜜雪冰城斥资15亿投资私募基金资本运作进入新阶段

异动解读 | 战略调整与IP化推进，蜜雪集团盘中大涨5.08%

异动解读｜蜜雪集团盘中上涨3.26%，股价触及52周低位后技术性反弹

中国银河证券：外卖退坡效应渐显关注茶饮左侧布局机会

1万多家店倒闭，正新鸡排慌了

异动解读｜蜜雪集团盘中下跌3.01%，增长天花板与成本压力持续压制股价

蜜雪集团更新2026年5月股份变动月报表，股本维持稳定

千问宣布向第三方Agent、Skill全面开放，肯德基瑞幸蜜雪冰城东航将首批接入

千问向第三方Agent、Skill全面开放首批接入瑞幸及东航等

阿斯达克财经

茶饮股全线受挫蜜雪集团(02097)跌5.68%、沪上阿姨(02589)跌4.05%

异动解读 | 蜜雪集团盘中大跌5.12%，增长天花板与成本压力引发担忧

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13:11","pubTimestamp":1781759498,"startTime":"0","endTime":"0","summary":"6月18日，蜜雪集团盘中下跌3.07%，报245.6港元/股，成交额8824.87万港元，股价再创52周新低，延续近期弱势。消息面上，多重利空持续压制股价。此外，公司近期换帅引发市场不确定性，新任CEO坦承门店盈利将承压。行业方面，餐馆板块整体偏弱，小菜园跌2.5%、美团跌2.22%、海底捞跌1.97%。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117111400","title":"异动解读｜蜜雪集团盘中下跌3.01%，外卖补贴退坡叠加门店扩张见顶持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1117111400","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117111400?lang=zh_cn&edition=fundamental","pubTime":"2026-06-16 10:27","pubTimestamp":1781576840,"startTime":"0","endTime":"0","summary":"6月16日，蜜雪集团盘中下跌3.01%，报257.6港元/股，成交额2185.32万港元，延续近期弱势。消息面上，多重利空持续压制股价。中国银河证券研报指出，4-5月外卖平台补贴进一步放缓已是确定性趋势，预计5月起行业同店流水将普遍转负至9月；公司新任CEO亦坦承外卖补贴退坡后门店盈利将承压。行业方面，餐馆板块整体偏弱，古茗跌3.74%、美团跌3.64%。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643738844","title":"东吴证券：寻找具备规模及盈利愿景的连锁龙头企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643738844","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643738844?lang=zh_cn&edition=fundamental","pubTime":"2026-06-16 10:25","pubTimestamp":1781576753,"startTime":"0","endTime":"0","summary":"我们于本文提出服务商业的概念，旨于寻找具备规模及盈利愿景的连锁龙头企业。核心推荐：1)具备下沉能力的茶饮龙头，蜜雪集团、古茗等;2)零食折扣连锁，鸣鸣很忙、万辰集团等;3)其他：有改革基因及能力的商超百货龙头、酒店龙头、名创优品等。","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":"http://www.zhitongcaijing.com/content/detail/1454802.html","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":"stock_zhitongcaijing","symbols":["LU2488822045.USD","BK1233","BK1132","LU0211977185.USD","BK0183","BK0009","BK0276","BK0012","BK1249","01364","02097","BK0188","09896","BK1616","BK1587","601555","BK0028","BK1246","01768"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643277439","title":"VC/PE周报｜蜜雪冰城出资15亿元做LP；海洋机器人领域最大单轮融资诞生","url":"https://stock-news.laohu8.com/highlight/detail?id=2643277439","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643277439?lang=zh_cn&edition=fundamental","pubTime":"2026-06-15 18:38","pubTimestamp":1781519921,"startTime":"0","endTime":"0","summary":"在近日的创投市场中，蜜雪冰城出资15亿元做LP，跨界涉足科创投资；中国人民大学教育基金会认缴2000万元，成为深圳市重投一号重大产业生态发展私募股权投资基金合伙企业（有限合伙）的LP，高校LP阵容持续扩容。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606153771696066.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/a/202606153771696066.html","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":"stock_eastmoney","symbols":["02097","BK1587","LU0757428866.USD","BK4124","VC","IE00BZ199S13.USD","BK1233","ROBO","LU1815336091.USD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643224570","title":"超越蜜雪冰城！溜溜梅IPO获6586倍超额认购，18万散户打新，上市首日股价一度涨超180%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643224570","media":"时代财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643224570?lang=zh_cn&edition=fundamental","pubTime":"2026-06-15 12:08","pubTimestamp":1781496481,"startTime":"0","endTime":"0","summary":"超越蜜雪冰城，溜溜梅的IPO火了。对比业内热门标的，溜溜梅的认购热度赶超明星消费股。市场分析认为，溜溜梅此次获得超高认购的重要原因之一，是其国民知名度较高。此次IPO，溜溜梅合计全球发售1146.41万股，所得款项总额将近5亿港元，扣除预估的应付上市开支后，所得款项净额约4.40亿港元。2019年6月，溜溜梅第一次冲刺IPO，向深交所递交A股上市申请，但在同年12月主动撤回。","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":"https://hk.jrj.com.cn/2026/06/15120857468167.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":"jinrongjie_stock","symbols":["06658","IPOS","BK1616","BK1233","02097","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186875970","title":"异动解读｜蜜雪集团盘中下跌3.04%，外卖补贴退坡叠加门店扩张见顶持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1186875970","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186875970?lang=zh_cn&edition=fundamental","pubTime":"2026-06-15 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15:51","pubTimestamp":1781250660,"startTime":"0","endTime":"0","summary":"企查查信息显示，日前，蜜雪集团（02097）出资15亿元，成为深圳前海华夏投兴旺科创基金的最大出资人，持股比例高达98.68%。这家有限合伙的执行事务合伙人是深圳前海兴旺投资管理有限公司（下称“兴旺投资”）。公司官网显示，兴旺投资成立于2015年，是专注于硬科技和大消费领域的创业投资机构，总管理规模逾百亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606123769905435.html","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":"stock_eastmoney","symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158072045","title":"异动解读｜蜜雪集团盘中上涨3.07%，15亿投资私募基金叠加战略转型持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072045","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158072045?lang=zh_cn&edition=fundamental","pubTime":"2026-06-12 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资本运作进入新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2642406444","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642406444?lang=zh_cn&edition=fundamental","pubTime":"2026-06-11 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战略调整与IP化推进，蜜雪集团盘中大涨5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150196019","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150196019?lang=zh_cn&edition=fundamental","pubTime":"2026-06-11 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14:08","pubTimestamp":1781071729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国银河证券发布研报称，基于股价先行反映退补预期，认为当前龙头公司股价已在左侧筑底过程中，蜜雪、古茗FY26PE均回调至15X附近，建议关注龙头公司基本面拐点/催化。参考美团、阿里财报及业绩会，4-5月外卖平台补贴进一步放缓已是确定性趋势，该行预计5月开始，行业同店流水至少将普遍转负至9月。参考美团洞察数据，该行预计茶饮行业GMV规模在2400-2500亿之间，而现制咖啡/酸奶/冰淇淋GMV在1900亿/100亿/100亿左右。","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://www.zhitongcaijing.com/content/detail/1452449.html","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":"stock_zhitongcaijing","symbols":["BK1233","BK0188","BK1616","LU2488822045.USD","BK0276","01364","06881","161027","02097","LU0211977185.USD","601881","BK1147","BK1564","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642461759","title":"1万多家店倒闭，正新鸡排慌了","url":"https://stock-news.laohu8.com/highlight/detail?id=2642461759","media":"盐财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642461759?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 17:28","pubTimestamp":1780997322,"startTime":"0","endTime":"0","summary":"但在启动IPO的好消息传出的同时，正新鸡排正深陷关店潮。同一时点，塔斯汀的门店数1.2万多家，华莱士接近2万家，蜜雪冰城超过了4.6万家。在社交平台上，关于正新鸡排的负面评价在2023年后呈爆发式增长。不少食客表示，正新鸡排渐渐地“失了初心”。食客吐槽正新鸡排面皮越来越厚口碑下跌的同时，关店潮席卷而来。他同时指出，正新鸡排最新在册营业门店数量约1.5万家。","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.ifeng.com/c/8tosTkc8mHB","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":"fenghuang_stock","symbols":["02097","BK1587","BK1616","BK1233","IPOS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173591589","title":"异动解读｜蜜雪集团盘中下跌3.01%，增长天花板与成本压力持续压制股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1173591589","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173591589?lang=zh_cn&edition=fundamental","pubTime":"2026-06-08 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首批接入瑞幸及东航等","url":"https://stock-news.laohu8.com/highlight/detail?id=2640897191","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640897191?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 14:55","pubTimestamp":1780469700,"startTime":"0","endTime":"0","summary":"千问APP宣布，将向第三方Agent、Skill全面开放，所有企业均可在千问营运自己的品牌Agent，未来可自定义Agent人设与服务边界，以对话的形式为用户提供各种形式的产品服务。目前，瑞幸、肯德基、蜜雪及东方航空等首批企业正在千问进行Agent服务测试，并将陆续上线。未来，东航Agent在深入理解用户出行计划和旅行偏好后，可针对旅客需求智能推荐行程方案，一站式解决出行服务；在瑞幸咖啡Agent上，可主动告知用户“中午排队时间长，建议提前半小时点单”。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260223093401810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260223093401810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1527365/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1527365/latest-news/AAFN","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":"aastocks_highlight","symbols":["00670","BK1616","BK1123","BK1561","02097","BK1587","BK1233","BK1514"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640200979","title":"茶饮股全线受挫 蜜雪集团(02097)跌5.68%、沪上阿姨(02589)跌4.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640200979","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640200979?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 10:42","pubTimestamp":1780454567,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股全线受挫，截至发稿，蜜雪集团(02097)跌5.68%，沪上阿姨(02589)跌4.05%，奈雪的茶(02150)跌3.95%，古茗(01364)跌2.67%，茶百道(02555)跌1.68%。消息面上，国金证券此前研究指出，茶饮行业在2026年会迎来“回归堂食体验，转向理性健康”的结构性变化。随着外卖红利退坡及逐渐增强的咖啡混战，消费者逐渐开始追求控糖养生与“顺便一杯或坐一下”的松弛体验。品牌唯有保持定力、拒绝外卖盲目内卷，将预算从低效的外卖补贴转投入到堂食的场景打造中，通过高价值单品、心智触达等方式重塑单店模型，才可以让企业端持续稳健发展。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982904","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":["02589","BK1616","02097","LU2488822045.USD","BK1233","02150","LU0211977185.USD","02555","01364","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103497263","title":"异动解读 | 蜜雪集团盘中大跌5.12%，增长天花板与成本压力引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1103497263","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103497263?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 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