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蜜雪集团
291.400
+3.600
1.25%
手动刷新
成交量:
38.07万
成交额:
1.11亿
市值:
1,107.32亿
市盈率:
16.22
高:
294.000
开:
292.000
低:
286.400
收:
287.800
52周最高:
618.500
52周最低:
273.000
股本:
3.80亿
香港流通股本:
1.51亿
量比:
0.87
换手率:
0.25%
股息:
- -
股息率:
- -
每股收益(LYR):
17.968
净资产收益率:
29.76%
总资产收益率:
17.85%
市净率:
3.95
市盈率(LYR):
16.22
市销率:
2.87
数据加载中...
总览
公司
新闻资讯
公告
蜜雪集团:董事会会议通告
香港交易所
·
03/12
新茶饮新赛道:茶颜悦色扩张与蜜雪冰城建园,拼生态与独特性
ITBEAR科技资讯
·
03/12
《大行》里昂降蜜雪(02097.HK)目标价至406元 维持“跑赢大市”料门店续增
阿斯达克财经
·
03/11
蜜雪冰城在四川成立酒业公司
大河财立方
·
03/10
蜜雪冰城在四川成立酒业公司
南方财经网
·
03/10
主播说|蜜雪冰城要上现磨咖啡?有加盟商透露:门店已进货咖啡机
海报新闻
·
03/07
瑞幸、库迪、蜜雪冰城地铁“肉搏”!打工人的“顺路经济”是门好生意吗?分析人士:广告效应可能大于单店销售额本身
每日经济新闻
·
03/06
奶茶杯上的小标签,能贴出多大的市场?
顶端新闻
·
03/06
每日卖空追踪 | 蜜雪集团 03月06日卖空量成交1.49万股,卖空比例为4.3%
市场透视
·
03/06
蜜雪集团03月06日遭主力抛售285.3万元
市场透视
·
03/06
蜜雪冰城正试水现磨咖啡
南方财经网
·
03/06
蜜雪冰城“急”了:5万家店触顶后,雪王开始疯狂“抓药”
港股研究社
·
03/05
蜜雪集团(02097)2026年2月月报:股本维持不变
公告速递
·
03/05
2026胡润全球富豪榜发布:蜜雪冰城张红超、张红甫财富505亿元 排名579位
市场资讯
·
03/05
一杯奶茶的“乐园梦”:蜜雪冰城再度跨界,现阶段或仅是“产品体验中心”|主题乐园资本论
华夏时报网
·
03/04
市值“雪崩”,蜜雪冰城的“低价神话”终难抵增长困局
产经风云
·
03/03
蜜雪集团盘中异动 早盘股价大涨3.00%
市场透视
·
03/03
市值蒸发超1000亿!蜜雪冰城,频繁跨界难掩增长焦虑
云掌财经
·
03/03
【国信社服】中国东方教育春招火热开启,海底捞春节期间共接待1400万人次-双周报125期
光仔看消费
·
03/03
喝奶茶喝进主题乐园,蜜雪冰城的文旅野心藏不住了
36氪
·
03/02
更多
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12:19","pubTimestamp":1773289196,"startTime":"0","endTime":"0","summary":"然而,面对当前新茶饮市场的高度饱和,茶颜悦色不得不做出改变。与茶颜悦色不同,蜜雪冰城则通过打造主题乐园的方式寻求变革。据媒体报道,蜜雪冰城将在河南郑州总部打造全国首家“雪王室内乐园”,项目筹备工作正在稳步推进。蜜雪冰城通过“雪王”这一IP的高度人格化运营,已成功在消费者心中树立了独特的品牌形象。从茶颜悦色和蜜雪冰城的实践来看,新茶饮品牌的发展可分为两个阶段:一是扩张,二是生态化。","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=nesSN20260312131919a6b9dd01&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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10:34","pubTimestamp":1773196440,"startTime":"0","endTime":"0","summary":"里昂研究报告指,蜜雪集团以亲民价格营造差异化,但此定位亦限制了公司增长空间,因其同店销售增长及门店扩张速度落后同业。基于毛利率预测下调,该行将2025及26年净利润预测分别下调1.6%及1%,部分被开店速度加快所抵消;同时将2027年净利润预测上调2%,料26年后净利润率趋于稳定;目标价由505元降至406元,考虑分店网络扩张潜力,维持“跑赢大市”评级。沽空资料截至 2026-03-10 16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140015014_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140015014_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508217/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.1508217/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":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618984251","title":"蜜雪冰城在四川成立酒业公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2618984251","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618984251?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 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18:28","pubTimestamp":1772792884,"startTime":"0","endTime":"0","summary":"早上7:00,街边的咖啡店还在沉睡,地铁咖啡店已经开始接单了。在北京国贸地铁站厅,一家瑞幸门店正处于早高峰的“战斗状态”。一位刚出闸机的乘客转身来到柜台,顺手取走了一杯美式,然后再融入人流出站,整个过程不到一分钟。当人流量密集的街头、学校周边、写字楼被咖啡店选址“占领”之后,咖啡品牌们又看上了“地下”的流量洼地。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603063664610035.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/202603063664610035.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","BK4610","LKNCY","BK1233","BK1616","BK4209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617689661","title":"奶茶杯上的小标签,能贴出多大的市场?","url":"https://stock-news.laohu8.com/highlight/detail?id=2617689661","media":"顶端新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617689661?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 17:22","pubTimestamp":1772788933,"startTime":"0","endTime":"0","summary":"此后,公司新增不干胶标签品类,并长期深耕商超渠道,这一渠道一度为鼎丰纸品贡献了80%的营收。","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=nesSN20260306172352a6aa7276&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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19:23","pubTimestamp":1772709780,"startTime":"0","endTime":"0","summary":"与此同时,蜜雪冰城却异常忙碌,收购鲜啤品牌福鹿家,开放啤酒加盟;在多地试水早餐;宣布筹建“雪王室内乐园”。行业测算显示,蜜雪冰城在国内的理论容量极限约为6.1万至7万家,这意味着其国内扩张空间已所剩无几。蜜雪冰城已正式进入“规模后周期”,过去那种靠疯狂拓店就能拉动整体增长的线性逻辑失效,增长焦虑成为其战略急转弯的直接诱因。在规模逼近边界之际,蜜雪冰城选择横向扩张。","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=nesSN20260305192419a44fa019&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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17:17","pubTimestamp":1772702263,"startTime":"0","endTime":"0","summary":"蜜雪冰城股份有限公司于2026年3月5日发布2026年2月股份变动月报。报告期为2026年2月1日至2026年2月28日。报告显示,公司法定注册股本为人民币379,618,800元,包含150,883,058股H股与228,735,742股非上市股份,面值均为人民币1元。与上月相比,各类股份数量均未发生变化。截至2026年2月底,公司H股公众持股量满足上市时所规定的最低公众持股量10.61%的要求,股本结构整体保持稳定。公司于公告中确认已严格遵守香港联合交易所有限公司《上市规则》及相关法律规定。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7babad1b4c042890cc8c6c387e110b44","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":"2617592061","title":"2026胡润全球富豪榜发布:蜜雪冰城张红超、张红甫财富505亿元 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其中,蜜雪冰城创始人张红超、张红甫排名579位,排名变化上升619位,财富为505亿元人民币,同比增长132%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:李昂","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":"https://finance.sina.com.cn/chanjing/wddc/2026-03-05/doc-inhpxfxq3280497.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","BK1587","BK1233","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616588849","title":"一杯奶茶的“乐园梦”:蜜雪冰城再度跨界,现阶段或仅是“产品体验中心”|主题乐园资本论","url":"https://stock-news.laohu8.com/highlight/detail?id=2616588849","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616588849?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 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