港股详情

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蜜雪集团

493.800

+5.8001.19%

成交量：26.56万

成交额：1.31亿

市值：1,876.44亿

市盈率：40.07

高：507.000

开：490.000

低：480.000

收：488.000

数据加载中...

总览公司新闻公告

蜜雪集团股价突破500港元；众信旅游将与庞洛邮轮共拓极地邮轮市场丨消费早参

每日经济新闻

创历史新高，较发行价已累计上涨155% 蜜雪集团涨破500港元

蜜雪集团：营收利润双增门店超 4.6 万

“雪王”股价飙升，突破500港元大关，总市值逼近2000亿港元

21世纪经济报道

蜜雪集团午前涨超10%再创新高机构指公司具有多重增长动力

《股市简讯》中国连锁茶饮巨头蜜雪集团劲扬10.4%，创下历史新高

港股异动 | 蜜雪集团(02097)涨超8%再创新高总市值突破1900亿港元机构指公司具有多重增长动力

【港股异动丨蜜雪集团股价突破500港元，市值超1900亿，稳居中国餐饮类上市公司市值第一】蜜雪集团(2097.HK)拉升涨超8%至510港元，再创历史新高，市值达1938亿港元，稳居中国餐饮类上市公司市值第一。蜜雪集团今年3月3日在港挂牌上市，现价较IPO价格202.5港元已累涨151%。蜜雪集团2024年录得收入248.289亿元，同比增加22.3%；净利润44.542亿元，同比增加39.8%。蜜雪集团集团主攻中国大众市场，按2024年门店数量计是目前国内最大现制饮品企业，在全国共有超过4.1万间店，在海外亦有4,895间分店，几乎全为加盟店。瑞银预测蜜雪2025至2027年收入及净利润年均复合增长率将达到18%及19%，看好其供应链能力和加盟模式。东吴证券发表研报指，蜜雪集团作为平价现制饮品龙头，自建端对端全流程供应链体系打造核心壁垒，IP化品牌营销塑造品牌心智。另外，该公司以加盟模式深耕下沉市场，推进品牌出海，持续巩固行业地位。东吴证券预计，蜜雪集团2024至2026财年归母净利润将分别为43.8亿、51.2亿及59.4亿元，对应市盈率分别为28、24及21倍。

港股异动 | 蜜雪集团持续拉升，股价突破500港元再刷新历史新高，日内涨近8%

老虎资讯综合

港股蜜雪冰城持续拉升，股价突破500港元创历史新高

每日经济新闻

港股蜜雪冰城(02097.HK)持续拉升，股价突破500港元创历史新高，日内涨6.57%。

【华西商社&海外】蜜雪集团(2097.HK)系列二：从IP角度看蜜雪冰城情感壁垒

光辉的新消费研究

蜜雪集团(2097.HK)：从IP角度看蜜雪冰城情感壁垒

新茶饮赛道狂飙背后，是资本在捧杀还是在预热？

港股研究社

国联民生：予蜜雪集团(02097)“买入”评级目标价504.50港元

蜜雪集团(2097.HK)1美元传奇：供应链革新成就全球现饮龙头

火遍东南亚！蜜雪冰城，市值再创新高

大河财立方

蜜雪集团04月17日获主力加仓2390万元

港股收评：恒指高位震荡收涨1.61% 消费股午后跑出

《股市简讯》中国茶饮股午后劲扬其中蜜雪创新高，茶姬纽约IPO高端定价

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4.6 万","url":"https://stock-news.laohu8.com/highlight/detail?id=2529549241","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529549241?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 13:33","pubTimestamp":1745386425,"startTime":"0","endTime":"0","summary":"【蜜雪集团早盘涨超 10%，股价刷新上市新高】蜜雪集团 2024 年营业收入 248.3 亿元，同比增长 22.3%；净利润 44.5 亿元，同比增长 39.8%。截至 2024 年 12 月 31 日，其全球门店总数达 46479 家，较 2023 年同期增加 8914 家。三线及以下城市门店数量达 23858 家，占比 57.4%，同比提升 0.6 个百分点。华西证券称，公司在平价现制饮品赛道具品牌统治力，有多重增长动力，如拓展乡镇市场、海外市场和幸运咖品牌，雪王 IP 也有拓展前景。","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=nesSN2025042313364694df20a5&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, 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13:18","pubTimestamp":1745385519,"startTime":"0","endTime":"0","summary":"4月23日，蜜雪集团(02097.HK)盘中股价涨超10%，最高报519.5港元/股，再创历史新高，总市值超1970亿港元，稳居中国餐饮类上市公司市值第一。蜜雪集团于3月3日在港挂牌上市，现价较IPO价格202.5港元涨幅超150%。3月26日，蜜雪集团发布上市后的首份业绩公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202504233385670279.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/202504233385670279.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1233","BK1616","02097"],"gpt_icon":0},{"id":"2529514614","title":"蜜雪集团午前涨超10%再创新高 机构指公司具有多重增长动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2529514614","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529514614?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 11:57","pubTimestamp":1745380620,"startTime":"0","endTime":"0","summary":"　　蜜雪集团早盘涨超10%，高见519.50港元，刷新上市新高，截至发稿，股价上涨10.07%，报518港元，成交额1.66亿港元。　　蜜雪集团2024年实现营业收入248.3亿元，同比增长22.3%；实现净利润44.5亿元，同比增长39.8%。　　华西证券指出，公司在平价现制饮品赛道具有品牌统治力，极致供应链带来的价格优势和雪王IP带来的情感壁垒稳固。","market":"sg","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/hkstock/marketalerts/2025-04-23/doc-ineucptu6859831.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":["02097","BK1233","BK1616"],"gpt_icon":1},{"id":"2529514056","title":"《股市简讯》中国连锁茶饮巨头蜜雪集团劲扬10.4%，创下历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2529514056","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529514056?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 11:52","pubTimestamp":1745380327,"startTime":"0","endTime":"0","summary":"《股市简讯》中国连锁茶饮巨头蜜雪集团劲扬10.4%，创下历史新高* 中国连锁现制茶饮巨头--蜜雪集团2097.HK周三早盘劲扬10.4%，探至519.5港元，创下历史新高。* 蜜雪冰城今年3月登陆港股市场，发行价202.5港元/股，首日股价大涨逾43%，创下香港上市新股自2021年以来最强劲的开局。* 相比首次公开募股（IPO）价格，该股已大涨近1.6倍。（完） 更多股市简讯请点选CN-CMN-HOT (发稿 刘珞焱；审校 田镧沁) ((luoyan.liu@tr.com; +86 021 2083 0166;))","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250423:nL4T3R10BM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1233","02097","BK1616"],"gpt_icon":0},{"id":"2529744519","title":"港股异动 | 蜜雪集团(02097)涨超8%再创新高 总市值突破1900亿港元 机构指公司具有多重增长动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2529744519","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529744519?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 11:34","pubTimestamp":1745379294,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，蜜雪集团涨超8%，高见510港元刷新上市新高，截至发稿，涨8.16%，报509港元，成交额1.4亿港元，总市值达1930亿港元。消息面上，蜜雪集团2024年实现营业收入248.3亿元，同比增长22.3%；实现净利润44.5亿元，同比增长39.8%。门店网络方面，截至2024年12月31日，蜜雪集团全球门店总数达到46479家，相比2023年同期增加了8914家。华西证券指出，公司在平价现制饮品赛道具有品牌统治力，极致供应链带来的价格优势和雪王IP带来的情感壁垒稳固。","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/1282946.html","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":"stock_zhitongcaijing","symbols":["BK1616","BK1233","02097"],"gpt_icon":0},{"id":"2529161235","title":"【港股异动丨蜜雪集团股价突破500港元，市值超1900亿，稳居中国餐饮类上市公司市值第一】蜜雪集团(2097.HK)拉升涨超8%至510港元，再创历史新高，市值达1938亿港元，稳居中国餐饮类上市公司市值第一。蜜雪集团今年3月3日在港挂牌上市，现价较IPO价格202.5港元已累涨151%。 蜜雪集团2024年录得收入248.289亿元，同比增加22.3%；净利润44.542亿元，同比增加39.8%。 蜜雪集团集团主攻中国大众市场，按2024年门店数量计是目前国内最大现制饮品企业，在全国共有超过4.1万间店，在海外亦有4,895间分店，几乎全为加盟店。瑞银预测蜜雪2025至2027年收入及净利润年均复合增长率将达到18%及19%，看好其供应链能力和加盟模式。 东吴证券发表研报指，蜜雪集团作为平价现制饮品龙头，自建端对端全流程供应链体系打造核心壁垒，IP化品牌营销塑造品牌心智。另外，该公司以加盟模式深耕下沉市场，推进品牌出海，持续巩固行业地位。东吴证券预计，蜜雪集团2024至2026财年归母净利润将分别为43.8亿、51.2亿及59.4亿元，对应市盈率分别为28、24及21倍。","url":"https://stock-news.laohu8.com/highlight/detail?id=2529161235","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529161235?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 11:12","pubTimestamp":1745377940,"startTime":"0","endTime":"0","summary":"蜜雪集团今年3月3日在港挂牌上市，现价较IPO价格202.5港元已累涨151%。蜜雪集团2024年录得收入248.289亿元，同比增加22.3%；净利润44.542亿元，同比增加39.8%。蜜雪集团集团主攻中国大众市场，按2024年门店数量计是目前国内最大现制饮品企业，在全国共有超过4.1万间店，在海外亦有4,895间分店，几乎全为加盟店。东吴证券预计，蜜雪集团2024至2026财年归母净利润将分别为43.8亿、51.2亿及59.4亿元，对应市盈率分别为28、24及21倍。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/23111249778982.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["02097","08496","601555","IP"],"gpt_icon":1},{"id":"1123328442","title":"港股异动 | 蜜雪集团持续拉升，股价突破500港元再刷新历史新高，日内涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123328442","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123328442?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 11:05","pubTimestamp":1745377528,"startTime":"0","endTime":"0","summary":"本周三， $蜜雪集团(02097)$ 持续拉升，股价突破500港元再刷新历史新高，日内涨近8%","market":"hk","thumbnail":"https://static.tigerbbs.com/a2faeaf3dc3d480a0374990517b2947a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a2faeaf3dc3d480a0374990517b2947a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"蜜雪集团股价突破500港元大关，创历史新高！日内涨幅近8%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"gpt_icon":0},{"id":"2529543516","title":"港股蜜雪冰城持续拉升，股价突破500港元创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2529543516","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529543516?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 10:59","pubTimestamp":1745377149,"startTime":"0","endTime":"0","summary":"每经AI快讯，4月23日，港股蜜雪冰城(02097.HK)持续拉升，股价突破500港元创历史新高，日内涨6.57%。每日经济新闻","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=nesSN20250423110053a6c49545&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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08:02","pubTimestamp":1745366529,"startTime":"0","endTime":"0","summary":"与其他被315点名的品牌舆论走向不同，许多网友下场为蜜雪冰城辩护，自发为其“公关”。投资建议公司在平价现制饮品赛道具有品牌统治力，极致供应链带来的价格优势和雪王IP带来的情感壁垒稳固。目前大多现制饮品品牌主要采取与外部IP联名或与流量明星绑定的方式，而蜜雪冰城则采取自创IP的方式，打造独特品牌影响力。雪王IP化打造，让品牌“活”起来，强化与消费者的情感连接。","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=nesSN20250423124839a46361d5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250423124839a46361d5&s=b","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":"tencent","symbols":["02097","BK1233","BK1616"],"gpt_icon":1},{"id":"2529056453","title":"蜜雪集团(2097.HK)：从IP角度看蜜雪冰城情感壁垒","url":"https://stock-news.laohu8.com/highlight/detail?id=2529056453","media":"华西证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529056453?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 00:00","pubTimestamp":1745251200,"startTime":"0","endTime":"0","summary":"与其他被315点名的品牌舆论走向不同，许多网友下场为蜜雪冰城辩护，自发为其“公关”。本文将尝试分析蜜雪冰城是如果将“雪王”打造成IP 界“顶流”，并实现品牌形象从“低价认知”到“情感认同”的跃迁。投资建议公司在平价现制饮品赛道具有品牌统治力，极致供应链带来的价格优势和雪王IP 带来的情感壁垒稳固。","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=nesSN20250422193301a6c3b682&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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14.7%。与此同时，不少茶饮品牌上市后的业绩表现也暴露出矛盾。茶百道 2024 年净利润暴跌 58%，古茗单店 GMV 下滑 4.3%，霸王茶姬中国区单店月均 GMV 同比降 20.56%。","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=nesSN20250421195222973f59f4&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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14:41","pubTimestamp":1745217671,"startTime":"0","endTime":"0","summary":"国联民生主要观点如下：平价饮品市场增速领先，现磨咖啡加速下沉中国现制茶饮市场平稳增长，2023年为2585亿元，2018-2023年CAGR为19.0%，性价比趋势展现，平价现制茶饮终端零售额2018-2023年CAGR为22.1%，下沉市场加速增长，三线及以下城市终端零售额2018-2023年CAGR为30.7%。2024年行业竞争加剧影响同店GMV，该行预计2025年行业供给端竞争格局有望稳步改善。中国现磨咖啡市场趋势类似茶饮，该行预计平价现磨咖啡市场仍有较大增长空间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1281418.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":"stock_zhitongcaijing","symbols":["02097","601456","01456"],"gpt_icon":1},{"id":"2529087233","title":"蜜雪集团(2097.HK)1美元传奇：供应链革新成就全球现饮龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2529087233","media":"华泰证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529087233?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 00:00","pubTimestamp":1745164800,"startTime":"0","endTime":"0","summary":"首次覆盖蜜雪集团并给予买入评级，目标价565.67 港币，对应26 年31XPE。蜜雪是中国及全球门店规模最大的现制饮品龙头，聚焦为全球消费者提供1美元左右的高质平价饮品，其拥有现制茶饮蜜雪冰城、现磨咖啡幸运咖两大品牌，24 年总门店数4.65 万家。3）万店网络优势：健康良性的加盟体系拓宽渠道触点，有望以规模反哺供应链，撬动可持续成长飞轮。龙头品牌与成长价值稀缺，首次覆盖予以“买入”评级我们预计25-27 年归母净利52.89/64.41/76.80 亿元/CAGR20%，对应EPS为13.93/16.97/20.23 元。","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=nesSN20250421185716a460e591&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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