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蜜雪集团

286.800

-4.600-1.58%

成交量：24.61万

成交额：7,064.34万

市值：1,089.84亿

市盈率：15.98

高：291.400

开：291.400

低：285.200

收：291.400

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：0.62

换手率：0.16%

股息：- -

股息率：- -

每股收益(LYR):17.946

净资产收益率：29.76%

总资产收益率：17.85%

市净率：3.89

市盈率(LYR):15.98

市销率: 2.83

数据加载中...

总览公司新闻资讯公告

蜜雪集团02月10日主力净流入211.7万元散户资金抛售

蜜雪集团涨1.52% 股价突破400港元大关

每日卖空追踪 | 蜜雪集团 02月09日卖空量成交6800股，卖空比例为2.13%

蜜雪冰城要搞大项目了

Ofweek维科网

国泰海通：千问加码外卖补贴预计一季度现制饮品销售保持高景气度

【券商聚焦】招银国际：两会前政策预热窗口临近积极的消费政策有望进一步提振市场信心

蜜雪集团跌0.40% 股价跌破400港元大关

“半小时200单！”蜜雪冰城、瑞幸头部品牌“杀入”地铁站

Foodaily每日食品

河南7家企业荣登《2025胡润中国500强》，洛阳钼业领跑，蜜雪冰城增速亮眼

ITBEAR科技资讯

蜜雪集团发布招聘信息或建雪王主题乐园 IP将登卫视春晚火爆出圈

深圳商报·读创

茶饮第一股，彻底凉了！

千问开启新年送奶茶活动部分茶饮股走高古茗(01364)涨4.8%

港股异动 | 部分新消费概念强势，名创优品涨超5%，毛戈平、卫龙美味涨3%

老虎资讯综合

新消费概念走高巨子生物(02367)涨6.04%

蜜雪冰城做主题乐园，能做明白吗？

瑞幸、喜茶、蜜雪冰城都在跟……茶咖赛道要变天了？

一年狂开超1500家店蜜雪要靠卖啤酒再造一个“雪王”？有深圳加盟商日流水千元

每日卖空追踪 | 蜜雪集团 02月04日卖空量成交2200股，卖空比例为0.71%

蜜雪冰城招聘多个乐园相关岗位：月薪1.1万起

昆明信息港

杀入曼哈顿蜜雪冰城迫切需要增长新故事

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16:30","pubTimestamp":1770625827,"startTime":"0","endTime":"0","summary":"蜜雪集团北京时间02月09日，跌1.4%，卖空量成交6800股，较上一交易日减少67.77%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260209163752a48e5bfd&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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15:24","pubTimestamp":1770621865,"startTime":"0","endTime":"0","summary":"从种种迹象来看，蜜雪冰城可能也在筹划一个主题乐园。不过，虽然雪王IP已经算是破圈为国民型IP了，但单靠雪王恐怕还撑不起场面，目前尚不知蜜雪冰城具体是如何规划，但很显然，蜜雪冰城要搞一个大项目了。值得注意的是，蜜雪冰城招股说明书显示，其2024年前三季度品牌推广开支占收入比例仅为0.9%，远低于同业水平。因此，蜜雪冰城的雪王等IP，需要瞄准娃娃们的心才行。","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=nesSN20260209152500a48e0902&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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13:40","pubTimestamp":1770615600,"startTime":"0","endTime":"0","summary":"当前现制饮品外卖补贴持续，预计春节高景气度；同时现制饮品行业价格战趋缓，竞争格局优化。国泰海通主要观点如下：千问上线补贴项目，利好现制饮品销售2月6日，阿里千问App上线30亿元红包补贴项目。外卖补贴加码，预计一季度现制饮品销售保持高景气度据千问提供的数据，活动上线不到3小时，用户下单的奶茶已经超过100万单。风险提示消费需求疲软，加盟店监督管理风险，行业竞争加剧，食品安全问题。","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":"http://www.zhitongcaijing.com/content/detail/1403051.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0183","BK1233","02611","BK1564","02097","BK0012","601211","BK1147","02589","BK0276","01364","BK0028","BK0188","LU2488822045.USD","BK0184","BK1587","LU0211977185.USD","02555","BK0201","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610837416","title":"【券商聚焦】招银国际：两会前政策预热窗口临近 积极的消费政策有望进一步提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=2610837416","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610837416?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 13:22","pubTimestamp":1770614557,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，恒生消费指数开年至今 上涨 8%，主要由高弹性可选消费板块拉动，潮玩、黄金珠宝等细分领域表现亮眼。政策端，九部门印发的《2026“乐购新春”春节特别活动方案》明确加大以旧换新补贴力度，有望进一步提振耐用品消费需求。两会前政策预热窗口临近，积极的消费政策有望进一步提振市场信心，与需求端形成共振，为板块表现提供有力支撑。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974776","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0307460666.USD","LU0164880469.USD","LU1770036033.HKD","SGXZ62798434.SGD","LU0345776255.USD","BK1224","LU1023057109.AUD","LU0348767384.USD","LU0359201612.USD","LU0359202008.SGD","SG9999002950.SGD","SGXZ86797644.SGD","02367","02097","BK1213","06181","LU0871576103.HKD","SGXZ90724238.SGD","01318","BK1233","LU0588546209.SGD","LU0039217434.USD","00325","SG9999001051.SGD","02589","LU0164865239.USD","01364","BK1246","SG9999001069.SGD","IE0034224299.USD","LU0572944931.SGD","LU0345775950.USD","LU0348766576.USD","02150","02555","LU0823426308.USD","LU1481107354.HKD","LU0611395673.USD","BK1207","LU0149721374.USD","LU0593848301.USD","09992","BK1249","LU0359201885.HKD","SG9999004311.SGD","LU0231483743.USD","LU0499858438.USD","LU0823426480.USD","LU0327786744.USD","09896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610166918","title":"蜜雪集团跌0.40% 股价跌破400港元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2610166918","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610166918?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 09:39","pubTimestamp":1770601146,"startTime":"0","endTime":"0","summary":"2026年02月09日早盘09时39分，蜜雪集团股票出现异动，股价大幅下挫0.40%。截至发稿，该股报398.400港元/股，成交量3.24万股，换手率0.02%，振幅1.35%。资金方面，该股资金流入209.088万港元，流出835.258万港元。蜜雪集团股票所在的非酒精饮料行业中，整体涨幅为0.58%。其相关个股中，东鹏饮料、巨星传奇、农夫山泉涨幅较大，振幅较大的相关个股有东鹏饮料、沪上阿姨、IFBH，振幅分别为4.40%、4.34%、3.73%。","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=nesSN20260209093906a48cdcfa&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, 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08:11","pubTimestamp":1770595877,"startTime":"0","endTime":"0","summary":"与此同时，蜜雪冰城、Manner、比星咖啡、Tims天好咖啡等品牌也都在加速布局地铁点位。以瑞幸广州地铁陈家祠站店为例，据报道，其工作日早高峰时段极为繁忙，半小时内订单量时常突破两百杯。4锁定“顺路经济”品牌对“便利”的理解深化瑞幸、蜜雪冰城等品牌集体扎进地铁站，背后是品牌在传统商圈内卷下，对高效、稳定且更具性价比流量入口的战略性抢占。目前部分站点商铺出租率接近100%。","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=nesSN20260209083845954056ab&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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部分茶饮股走高，古茗(01364)涨4.8%，茶百道(02555)涨1.87%，蜜雪集团(02097)微涨0.05%。据报道，今日上午，千问开启新年送奶茶活动，访问人数短时间内激增。查询发现，多家奶茶门店因单量过多，已经选择临时闭店。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76570afcf910382b0a9f899745d54567","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974689","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":["01364","BK1616","BK1587","02097","BK1233","LU2488822045.USD","02555","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181988452","title":"港股异动 | 部分新消费概念强势，名创优品涨超5%，毛戈平、卫龙美味涨3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181988452","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181988452?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 11:33","pubTimestamp":1770262393,"startTime":"0","endTime":"0","summary":"布鲁可、古茗涨超2%，蜜雪集团涨1.9%。","market":"hk","thumbnail":"https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"465f34c492d16b28650608bba94787cd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01318","09896","00325","02097","09985","01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609345935","title":"新消费概念走高 巨子生物(02367)涨6.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609345935","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609345935?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 10:07","pubTimestamp":1770257269,"startTime":"0","endTime":"0","summary":"金吾财讯 | 春节假期临近，新消费概念走高，巨子生物(02367)涨6.04%，泡泡玛特(09992)涨4.30%，沪上阿姨(02589)涨4.32%，毛戈平(01318)涨3.78%，古茗(01364)涨2.81%，布鲁可(00325)涨2.56%，上美股份(02145)涨2.53%，老铺黄金(06181)涨2.03%，名创优品(09896)涨2.26%，卫龙美味(09985)涨2.22%，蜜雪集团(02097)涨1.71%。华创证券认为2月迎来春节旺季，本周为春节备货关键期，节庆食品包括白酒、零食迎来明确催化，食品饮料板块成为核心关注领域。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"465f34c492d16b28650608bba94787cd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974609","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":["02367","LU0611395673.USD","SGXZ62798434.SGD","LU0327786744.USD","LU2242644610.SGD","SG9999001051.SGD","BK1227","LU0345775950.USD","IE0034224299.USD","SG9999002950.SGD","BK1237","LU0502904849.HKD","01364","01318","LU0572944931.SGD","LU2543165471.USD","BK1246","SG9999001069.SGD","LU1023057109.AUD","LU0345776255.USD","02097","LU0499858438.USD","LU0593848301.USD","BK1213","09896","LU1481107354.HKD","LU0359201885.HKD","BK1587","LU0823426480.USD","BK1544","LU0531971595.HKD","LU0164880469.USD","LU0359202008.SGD","BK1616","LU0211977185.USD","LU0871576103.HKD","LU1770036033.HKD","02145","LU0588546209.SGD","LU0164865239.USD","BK1224","LU0823426308.USD","02589","BK1233","LU0348766576.USD","LU0307460666.USD","LU0499858602.USD","LU0359201612.USD","LU0455707207.USD","PMRTY","LU2488822045.USD","09985","LU0149721374.USD","LU0231483743.USD","06181","MNSO","SGXZ90724238.SGD","BK1207","LU0348767384.USD","LU0039217434.USD","SG9999004311.SGD","BK1249","SGXZ86797644.SGD","00325"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609311304","title":"蜜雪冰城做主题乐园，能做明白吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609311304","media":"迈点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609311304?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 06:04","pubTimestamp":1770242640,"startTime":"0","endTime":"0","summary":"对此网友讨论颇多，有人说蜜雪冰城卖3块钱冰淇淋居然也敢做主题乐园？别拿卖奶茶的眼光，看雪王的野心对于蜜雪冰城做乐园这件事，有人赞同，有人反对，反对的声音大多数表示一个卖平价奶茶的，懂什么文旅运营？这话只说对了一半，蜜雪冰城确实没做过乐园，但它手里有两张牌，恰恰是文旅行业最稀缺的。蜜雪冰城要做乐园，从来不是跨界玩家闯进文旅赛道的孤例。","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=nesSN20260205061132a6d434f1&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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蜜雪要靠卖啤酒再造一个“雪王”？有深圳加盟商日流水千元】卖身蜜雪之后，福鹿家继续狂奔。2月4日，福鹿家宣布门店数量突破2000家。从茶饮到咖啡，这套极致规模化的模型能否在酒饮这门更依赖场景与夜经济的生意中，再次复制“雪王奇迹”？而对蜜雪集团来说，随着国内现制茶咖赛道逐渐见顶，它也需要新的增长点来维持资本市场对它的想象力。","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://finance.eastmoney.com/a/202602043641577987.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","BK1233","BK1587","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608235959","title":"每日卖空追踪 | 蜜雪集团 02月04日卖空量成交2200股，卖空比例为0.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608235959","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608235959?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 16:30","pubTimestamp":1770193827,"startTime":"0","endTime":"0","summary":"蜜雪集团北京时间02月04日，跌0.82%，卖空量成交2200股，较上一交易日减少88.94%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260204163600a47b0e61&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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蜜雪冰城迫切需要增长新故事","url":"https://stock-news.laohu8.com/highlight/detail?id=2608338883","media":"腾讯财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608338883?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 09:49","pubTimestamp":1770169774,"startTime":"0","endTime":"0","summary":"此举也引发猜测，认为蜜雪冰城要以IP模式自建大型乐园。不管是杀进曼哈顿，还是探索乐园新业务，站在关键十字路口的蜜雪冰城，都迫切需要一个比“下沉市场之王”更性感的新故事，来安抚资本市场并支撑其30倍的估值。在大众认知中，蜜雪冰城是一家以低价著称的现制茶饮品牌。数据显示，蜜雪冰城90%以上的收入来自向加盟商销售原料、包装和设备。截至目前，蜜雪冰城的海外布局约4700家门店，已拓展至13个国家。","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=nesSN20260204095208953fb47a&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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