港股详情

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咖啡茶饮

266.218

-2.300-0.86%

涨家数：3

跌家数：2

平家数：- -

市盈率：- -

高：278.097

开：270.321

低：264.469

收：268.518

成交量：983.44万

成交额：3.64亿

市值：1,536.06亿

流通市值：980.83亿

数据加载中...

古茗：完成19.6亿港元零息担保可换股债券发售

亏麻了的奈雪股东，喊话创始人领1元年薪

“董事长怎么不领一元年薪？”奈雪的茶被股东灵魂拷问！公司连亏4年，创始人夫妇却年薪310万

“奈雪股东大会”管理层被尖锐“提问”，管理层：无市值管理计划、用户不会因欧包预制而不买

新消费概念股午后普涨鸣鸣很忙(01768)涨7.96%、布鲁可(00325)涨7.94%

蜜雪冰城啤酒项目开工建设

“我花了四元参加股东会！”昔日新茶饮第一股沦为仙股，奈雪的茶遭股东连环追问：欧包预制？亏损何解？

每日经济新闻

清华CEO张渊“百日新政”：投超30亿谋转型，蜜雪冰城市值跌没逾470亿港元

25万月租逼退蜜雪冰城，高租金正让香港商铺“大换血”

蜜雪集团1年股价跌63% 张氏兄弟身家蒸发1204亿港元

恒科涨1.8%，联想集团涨超8%，互联网龙头普涨！半导体板块拉升，中芯国际涨超5%；消费板块走弱，沪上阿姨跌超11%｜港股收盘

每日经济新闻

古茗(01364)转仓市值总计12.25亿港元占比2.45% 从高盛(亚洲)证券转出5641.93万股

古茗即饮果汁将上线零售渠道

奈雪的茶(02150)6月29日斥资40.9万港元回购64.05万股

沪上阿姨(02589)：中国证监会就公司实施H股全流通出具备案通知书

蜜雪冰城吉尔吉斯斯坦三店同开，首店单日营业额超过3万元

茶饮集体卖冰淇淋：一场关于“时间”的暗战

每秒拍42张照片，蜜雪日处理千吨鲜橙进门店

蜜雪冰城的橙子正排队“考试”：每秒拍照42张、AI考官0.02秒判卷

大河财立方

奈雪的茶(02150)6月25日斥资16.76万港元回购26.75万股

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15:42","pubTimestamp":1782978120,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　7月2日，近日，有股东参加了“奈雪的茶股东周年大会”。该股东表示，现场多位亏损股东面对管理层提出多个尖锐问题。　　奈雪的管理层表示：“之前都是直营店，门面面积又大，租金、人工成本就更高。现在面积大改小，预计今年改完，同时进军海外市场。”　　还有亏损数百万的股东也问到“公司是否有市值管理计划”。","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/marketresearch/2026-07-02/doc-inifkywe1007730.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":["02150","BK1587","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648571370","title":"新消费概念股午后普涨 鸣鸣很忙(01768)涨7.96%、布鲁可(00325)涨7.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648571370","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648571370?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 13:35","pubTimestamp":1782970510,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股新消费概念股午后普涨，截至发稿，鸣鸣很忙 涨7.96%，布鲁可涨7.94%，毛戈平涨6.17%，老铺黄金涨5.89%，达势股份涨5.57%，沪上阿姨涨4.93%，小米集团-W涨4.44%，理想汽车-W涨3.17%，奈雪的茶涨3.08%。3)蜜雪集团：兼具客群、渠道、供应链及营销等多重竞争优势，看好其国内及海外市场渠道扩张，今年预计归母净利润65亿，对应估值12X。5)毛戈平：护肤&彩妆稳步增长，线下&线上优势显著，品牌势能向上，今年预计归母净利润16亿，对应估值14X。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985006","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":null,"symbols":["LU1188198961.HKD","LU1770036033.HKD","BK1207","LU2294711473.HKD","LU0540923850.HKD","BK1227","LU0823397285.USD","LU2226246903.HKD","MIUmain","LU0449509016.USD","LU1023057109.AUD","LU0797268264.HKD","LU0456827905.SGD","LU2152927971.USD","LU0149721374.USD","LU0823426480.USD","LU0348825331.USD","LU1303224171.USD","LU0117841782.USD","BK1588","HXXD.SI","LU1328277881.USD","LU1813983027.USD","LU0417516738.SGD","LU0634319403.HKD","LU0348766576.USD","02015","LU0823413660.USD","LU0700851271.USD","LU2097828805.USD","BK1616","LU0314109678.HKD","LU0823039010.USD","LU2257852520.SGD","SGXZ90724238.SGD","LU0164865239.USD","LU0823426308.USD","LU2778985437.USD","LU2039709279.SGD","LU2087589342.USD","LU0307460666.USD","01768","IE0009570106.USD","LU1719994722.HKD","LU0326950275.SGD","LU0611395673.USD","LU0231483743.USD","BK1610","LU1880383440.USD","BK1521","LU2476274308.USD","LU0348816934.USD","LU0052750758.USD","LU0499858438.USD","LU0359201612.USD","BK1233","LU0823397103.USD","LU0594300179.USD","81810","LU0051755006.USD","SG9999002463.SGD","02589","LU0561508036.HKD","LU2097828631.EUR","LU0254981946.USD","LU1868837565.USD","IE0032431581.USD","LU0359202008.SGD","BK1607","LU0675040207.SGD","LU1981816686.USD","LU0348814723.USD","LI","LU0345775950.USD","LU1251922891.USD","LU0084288322.USD","LU0449515922.USD","SG9999001093.SGD","LU1880383366.USD","LU0164880469.USD","LU0531971595.HKD","LU1323998911.USD","LU2097828474.EUR","01318","SG9999001051.SGD","LU0918141705.HKD","LU0463099449.HKD","LU0211977185.USD","LU0359201885.HKD","BK1502","LU0235996351.USD","LU0708995583.HKD","06181","HK0000165453.HKD","BK1193","LU0169518387.USD","LU0214875030.USD","LU1956131251.USD","XIACY","LU0143863198.USD","IE0034224299.USD","BK1589","LU0456846285.SGD","LU0441854154.USD","LU0348735423.USD","LU0823041008.USD","SG9999004311.SGD","01405","01810","02150","BK1544","HK0000286598.CNH","LU0039217434.USD","LU0320764599.SGD","LU0348767384.USD","SG9999003461.SGD","BK1119","LU2097828714.EUR","LU0327786744.USD","BK1213","IE00B3M56506.USD","LU0348827113.USD","LU1808992512.USD","LU0164872284.USD","LU1961090484.USD","BK1615","LU1720050803.USD","LU0594300419.USD","BK1506","LU1794554557.SGD","LU0417516902.SGD","LU0143863784.USD","LU0823038988.USD","LU0871576103.HKD","LU1770034418.SGD","LU0054450605.USD","BK1523","LU2097828557.USD","BK1132","LU0823413587.USD","LU0918141887.USD","LU0499858602.USD","LU2399975544.HKD","BK1618","LU0244354667.USD","LU0531970944.HKD","LU0572944931.SGD","LU0588546209.SGD","LU0650527681.SGD","LU1868838027.USD","BK1587","LU0345776255.USD","LU1282648689.USD","00325","LU0605514214.HKD","LU1105468828.SGD","LU0593848301.USD","BK1539","LU0823040885.USD","LU0210526637.USD","LU2476274720.SGD","BK1575","LU1481107354.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648957563","title":"蜜雪冰城啤酒项目开工建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2648957563","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648957563?lang=zh_cn&edition=fundamental","pubTime":"2026-07-02 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07:25","pubTimestamp":1782948300,"startTime":"0","endTime":"0","summary":"　　一篇“笔记”将“全球新茶饮第一股”再次推至台前。　　近日，“00后”小股东谢海诚在社交平台晒出奈雪的茶股东会现场实录笔记，直观的内容令不少市场人士心生感慨——料到奈雪的茶正逐步掉队，但没料到如此突出。　　6月24日下午三点，奈雪的茶周年股东会开始，按流程发言完毕后，进入股东提问环节。　　李虎表示，他也在奈雪的茶股东会现场发言提问。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-07-02/doc-inifkiyh2654923.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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11:23","pubTimestamp":1782876180,"startTime":"0","endTime":"0","summary":"从创始人张红甫手中接过帅印不到100天，90后CEO张渊便开启了蜜雪集团（02097，下称“蜜雪冰城”）成立以来又一轮调整。一边投入20亿元升级冷链等，蜜雪冰城旗下茶饮转向鲜果、鲜奶；一边豪掷15亿元成为一只基金最大出资人，押注大消费产业。然而，资本市场率先给出了答案。","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/202607013789924289.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_eastmoney","symbols":["02097","BK1616","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647558622","title":"25万月租逼退蜜雪冰城，高租金正让香港商铺“大换血”","url":"https://stock-news.laohu8.com/highlight/detail?id=2647558622","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647558622?lang=zh_cn&edition=fundamental","pubTime":"2026-06-30 19:15","pubTimestamp":1782818104,"startTime":"0","endTime":"0","summary":"一个月要卖超3万杯柠檬水才够交租？近日，平价茶饮品牌蜜雪冰城位于香港尖沙咀弥敦道一家门店歇业后，高昂的租金曝光后引发了广泛讨论。第一财经记者了解到，蜜雪冰城2024年租下这家店铺时，月租金约25万港元，近日重新放租叫价28.8万港元，大约需要门店卖出超3万杯9港元的柠檬水才能覆盖。许多分析认为，商铺租金高昂是门店歇业的根源。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606303788508313.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/202606303788508313.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_eastmoney","symbols":["BK1587","BK1233","BK1616","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647531327","title":"蜜雪集团1年股价跌63% 张氏兄弟身家蒸发1204亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647531327","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647531327?lang=zh_cn&edition=fundamental","pubTime":"2026-06-30 17:24","pubTimestamp":1782811442,"startTime":"0","endTime":"0","summary":"中国经济网北京6月30日讯 蜜雪集团 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00:04","pubTimestamp":1782749077,"startTime":"0","endTime":"0","summary":"有消息称，古茗RTD（即饮）饮料即将进入零售渠道，目前选定上线城市为广州、深圳、香港、温岭以及杭州，计划进入老婆大人、永辉、十足便利店等渠道，覆盖零食量贩店、便利店以及商超。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606303787074969.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/202606303787074969.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":["BK1616","01364","LU2488822045.USD","BK1233","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647713333","title":"奈雪的茶(02150)6月29日斥资40.9万港元回购64.05万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2647713333","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647713333?lang=zh_cn&edition=fundamental","pubTime":"2026-06-29 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19:06","pubTimestamp":1782731160,"startTime":"0","endTime":"0","summary":"　　6月29日，近日，蜜雪冰城三家门店在比什凯克宣告正式营业。开业期间，蜜雪冰城举行为期三天的开业庆祝活动，吸引大量当地消费者到店打卡。　　今年4月，蜜雪冰城吉尔吉斯斯坦首店开启试营业。试营业期间，首店日均营业额达到13万索姆，折合约人民币1万元。　　据统计，开业活动期间，蜜雪冰城吉尔吉斯斯坦首店单日营业额超40万索姆，折合人民币超3万元，开业三天总营业额超82万索姆，创下当地新的门店销售记录。","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/stock/marketresearch/2026-06-29/doc-inifapyy3805894.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","BK1233","02097","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647277813","title":"茶饮集体卖冰淇淋：一场关于“时间”的暗战","url":"https://stock-news.laohu8.com/highlight/detail?id=2647277813","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647277813?lang=zh_cn&edition=fundamental","pubTime":"2026-06-29 17:23","pubTimestamp":1782724982,"startTime":"0","endTime":"0","summary":"而在郑州，蜜雪冰城总部楼下的“冰淇淋小屋”已经火了好几个月。2026年的夏天，卖奶茶的集体扎进了冰淇淋赛道。集体下场的背后，有两条曲线正在交汇。一条是茶饮行业的增速拐点。另一条是冰淇淋市场的结构性机会。郑州总部“冰淇淋小屋”的爆火，是极致性价比的集中体现。这不是在追加一条产品线，而是对每间门店16小时营业时间的重新分割。茶饮行业“爆品—模仿—降价—失效”的死亡循环，正在冰淇淋赛道快速复刻。","market":"us","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://www.lanjinger.com/d/1782279202243140627","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":"lanjinger_stock","symbols":["BK4610","BK4526","CHA","LU0348766576.USD","BK1233","02150","BK4209","BK4539","BK1616","LU0348767384.USD","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646335047","title":"每秒拍42张照片，蜜雪日处理千吨鲜橙进门店","url":"https://stock-news.laohu8.com/highlight/detail?id=2646335047","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646335047?lang=zh_cn&edition=fundamental","pubTime":"2026-06-26 12:26","pubTimestamp":1782447960,"startTime":"0","endTime":"0","summary":"6月26日，近日，位于重庆潼南的蜜雪冰城产业园智能化车间进入“忙碌时间”，鲜橙历经投料、清洗消毒、AI智能分选等数道工序，好果被精准识别，多条全自动产线高效运转。　　2025年，蜜雪冰城向重庆市潼南区惠农种植服务中心捐助农业植保无人机及配套设备，推进病虫害防治精准化；投入价值80万元的有机肥替代化学肥料，改善土壤地力。","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":"https://finance.sina.com.cn/roll/2026-06-26/doc-inieszsa2100581.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":["BK1233","BK1616","BK1587","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646336923","title":"蜜雪冰城的橙子正排队“考试”：每秒拍照42张、AI考官0.02秒判卷","url":"https://stock-news.laohu8.com/highlight/detail?id=2646336923","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646336923?lang=zh_cn&edition=fundamental","pubTime":"2026-06-26 11:00","pubTimestamp":1782442803,"startTime":"0","endTime":"0","summary":"【大河财立方记者郝楠楠】在重庆潼南，6月也是丰收的季节。6月25日，大河财立方记者在蜜雪冰城潼南工厂看到，正值夏橙上市期，智能化车间里，每一颗鲜橙都历经投料、清洗消毒、AI智能分选等数道工序，高品质好果被挑选出来，再运往蜜雪冰城全球近5万家门店。作为蜜雪冰城全国五大生产基地之一，潼南工厂鲜果年吞吐量超10万吨。","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://finance.eastmoney.com/a/202606263784486180.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","AIPO","CHAT","BK1616","AGIX","BK1233","ARTY","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646050378","title":"奈雪的茶(02150)6月25日斥资16.76万港元回购26.75万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2646050378","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646050378?lang=zh_cn&edition=fundamental","pubTime":"2026-06-25 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