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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

蜜雪冰城、巴奴、茶百道都盯上的生意，藏了太多“赚钱”的秘密

【券商聚焦】第一上海首予蜜雪集团(02097)买入评级指其门店规模业内领先具备更深的护城河

蜜雪集团现制茶饮龙头公司，深耕国内展望海外（繁体版）

蜜雪集团：25-27年收入利润年均增长18%、19%

瑞银首予蜜雪“中性”评级目标价435.59港元

瑞银：首予蜜雪集团435.59港元的目标价看好其供应链能力和加盟模式

霸王茶姬上市，新茶饮的另一种解法

Ofweek维科网

蜜雪冰城改为24小时营业

非酒精饮料板块盘中拉升，蜜雪集团涨4.40%

蜜雪集团04月09日主力净流入321万元散户资金抛售

港股异动 | 蜜雪集团(02097)午后涨近9% 机构称24年业绩符合业绩公司在国内外保持积极拓店

高盛：首予蜜雪集团(02097)“买入”评级目标价为484港元

中金公司：首予蜜雪集团(02097)“跑赢大市”评级目标价470港元

供应链“暗战”：谁在主宰茶饮江湖的隐形战场？

中金公司给予蜜雪冰城跑赢大盘的初始评级。

中金公司给予蜜雪冰城跑赢大盘的初始评级。

解构新茶饮行业“不可能三角”：蜜雪集团等企业短期竞逐与长期主义的逻辑悖论

蜜雪集团：高远格局×强大效率平价现饮龙头迈向世界

蜜雪冰城高增长VS海伦司市值暴跌90%！营收、利润双崩盘，小酒馆神话破灭

港股异动 | 零售股早盘走强一季度消费市场持续升温机构称稳内需政策有望进一步发力

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看好其供应链能力和加盟模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2526302284","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526302284?lang=zh_cn&edition=fundamental","pubTime":"2025-04-10 13:53","pubTimestamp":1744264434,"startTime":"0","endTime":"0","summary":"瑞银发表研报指，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。瑞银目前预测蜜雪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，首次给予“中性”评级，目标价为435.59港元。","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=nesSN20250410135748a45485bd&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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截至2024年底，茶百道在全国有近700家24小时营业门店。近两年，巴奴火锅、老乡鸡等品牌也纷纷推出24小时营业门店。","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=nesSN20250410135310a45484fa&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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蜜雪集团股价涨6.54%，报收404.20元，成交金额2.90亿元，换手率0.48%，振幅13.44%，量比1.11。蜜雪集团今日主力资金净流入321万元，上一交易日主力净流出158万元。该股近5个交易日下跌4.76%，主力资金累计净流出52万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出4860万元，其中净流出天数为10日。","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=nesSN20250409171205a4538a56&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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目标价为484港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526805159","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526805159?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 10:54","pubTimestamp":1744167293,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，首次覆盖蜜雪集团给予买入评级，基于2026年26倍市盈率，给出12个月目标价为484港元。该行预计中国最大的现制饮品企业蜜雪冰城集团在2024-2027年期间，销售额/调整后净利润复合年增长率将分别达到20%/19%。截至2023年，蜜雪冰城在中国现制饮品/现制茶饮/大众市场现制茶饮店GMV中的市场份额分别为11.3%/20.2%/57.1%。该行的门店分析显示，到2024年底，蜜雪冰城在中国的门店总数可能达到13.2万家，而目前为4.16万家。","market":"us","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/1275882.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"],"gpt_icon":1},{"id":"2526808361","title":"中金公司：首予蜜雪集团(02097)“跑赢大市”评级 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33x，公司是中国最大、全球第四大现制饮品公司，截至24年底在全球拥有超4.6万家门店。2)覆盖研发、采购、生产、仓储物流的一体化供应链保障稳定供应的同时显著降本增效、巩固质价比优势。","market":"sh","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/1275863.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"],"gpt_icon":1},{"id":"2526747248","title":"供应链“暗战”：谁在主宰茶饮江湖的隐形战场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526747248","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526747248?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 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万家门店。高效率造就强质价比，构建国民品牌影响力。风险未能有效应对市场动态和消费者偏好变化；行业竞争；食品安全。","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=nesSN20250409074621a452feb6&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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