港股详情

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咖啡茶饮

353.717

-4.773-1.33%

涨家数：- -

跌家数：5

平家数：- -

市盈率：- -

高：361.967

开：358.498

低：351.705

收：358.490

成交量：1,385.36万

成交额：4.25亿

市值：2,251.36亿

流通市值：1,305.65亿

数据加载中...

喜茶和麦当劳们卷不动低价，集体求名厨带货

【华西商社】小商品城25Q3业绩高增长，长期成长动能充足

每日卖空追踪 | 茶百道 10月20日卖空量成交3000股，卖空比例为0.27%

每日卖空追踪 | 蜜雪集团 10月20日卖空量成交3.32万股，卖空比例为4.22%

蜜雪集团收购鲜啤品牌进军酒精赛道

从糖、咖啡到酒精，蜜雪集团再造一个“雪王”

Ofweek光电信息网

蜜雪冰城收购福鹿家的背后

沪上阿姨售卖子宫形玩偶引争议，官方回应

蜜雪集团收购福鹿家，新兴业态迎来跨界玩家

葡萄酒商业观察

蜜雪冰城，老板娘出场了

WBusiness商业

铁路冷链护航蜜雪冰城，送来甜蜜！

河南首富买下老婆公司，千亿“雪王”跨界“买醉”

每日卖空追踪 | 茶百道 10月17日卖空量成交1800股，卖空比例为0.07%

每日卖空追踪 | 蜜雪集团 10月17日卖空量成交5900股，卖空比例为0.69%

每日卖空追踪 | 古茗 10月17日卖空量成交13.08万股，卖空比例为1.19%

茶百道10月17日遭主力抛售212.4万元

奈雪的茶盘中异动下午盘快速下挫5.65%

【券商聚焦】中信建投：中短期2025-2026年或将迎来政策落地期的板块轮动关注养老托育补短板等领域机会

“雪王”杀入鲜啤赛道，会颠覆啤酒高端化叙事？

销售与市场

【蜜雪集团（2097.HK）】低价为矛，供应链为盾——投资价值分析报告（陈彦彤/汪航宇/聂博雅）

光大证券研究

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12:03","pubTimestamp":1760932982,"startTime":"0","endTime":"0","summary":"2025年10月，蜜雪集团以2.968亿元收购现打鲜啤品牌“鲜啤福鹿家”53%股权，正式进入酒精饮品领域。此次收购为关联交易，原实际控制人田海霞系蜜雪集团CEO张红甫配偶。截至2025年8月，鲜啤福鹿家门店已突破1400家并实现盈利。此举标志着蜜雪集团构建“糖、咖啡因、酒精”三大成瘾性成分覆盖的饮品版图。蜜雪推出多款“啤酒+”SKU，延续水果、乳制品等口味创新逻辑。蜜雪需调整运营策略以适配新赛道。","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=nesSN2025102012080194d31993&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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09:57","pubTimestamp":1760752622,"startTime":"0","endTime":"0","summary":"DoNews10月18日消息，近日，沪上阿姨茶饮品牌推出一款双杯饮品套餐，内含一个子宫造型的玩偶。该玩偶命名为“小宫举毛绒玩偶”，从外形看，与子宫相似，倒梨形，还有“输卵管”和“卵巢”等。分为粉色和红色两款，页面介绍中写道：两种颜色是对应每个月的不同时期。有网友认为，这种类似人体器官的玩偶放在饮品店售卖，给人感觉不适，“不知道意义在哪里”，还有人认为是过于“猎奇”。但也有网友认为，这可以起到科普作用，商品主要针对的也是女性消费者。10月16日中午，沪上阿姨官方回应媒体表示，之所以将饮品与毛绒周边结合起来，是为了向消费者传递悦己、自信、自由的理念，提醒大家好好爱自己。","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=nesSN202510181006369734e194&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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星雨近日，蜜雪集团宣布已成功收购福鹿家（郑州）企业管理有限公司53%的股权，收购金额约为2.97亿元。这一举措标志着蜜雪集团正式进军现打鲜啤赛道。除了蜜雪集团入局现打鲜啤之外，歪马送酒也推出了歪马酒库，并在重庆开启散酒打酒业务试点，打酒铺这一新兴业态的兴起，给行业带来了许多新的思考。随着市场逐渐饱和，现制茶饮的增速放缓，蜜雪集团在寻找下一阶段增长动力时，将目光投向了现打鲜啤这一新兴赛道。","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=nesSN20251018095652a465f6b8&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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“公转铁”运输，为加快建设世界一流铁路企业、服务区域经济循环畅通贡献特货力量。","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=nesSN20251017225850a6bf110e&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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21:01","pubTimestamp":1760706067,"startTime":"0","endTime":"0","summary":"蜜雪跨界鲜啤赛道，买下CEO老婆实控公司10月1日，蜜雪集团发布关连交易公告：公司拟以2.86亿元的代价认购福鹿家51%的股份。公告显示，同日，蜜雪集团还与原股东赵杰签订协议，以1120万元受让其持有的福鹿家2%股权。布局千亿精酿市场，“雪王”未雨绸缪？进入2025年，蜜雪集团的业绩增长态势未减。同期，公司的归母净利润更是增长42.9%，达到26.93亿元。届时，精酿啤酒将迎来新的“爆发期”。","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=nesSN20251017212002973404f7&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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16:30","pubTimestamp":1760689832,"startTime":"0","endTime":"0","summary":"茶百道北京时间10月17日，跌4.41%，卖空量成交1800股，较上一交易日减少88.46%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=nesSN20251017163427a6be8c6a&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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16:30","pubTimestamp":1760689821,"startTime":"0","endTime":"0","summary":"古茗北京时间10月17日，跌3.48%，卖空量成交13.08万股，较上一交易日减少91.5%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=nesSN20251017163232a6be8b70&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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茶百道股价跌4.41%，报收7.81元，成交金额1998.6万元，换手率0.17%，振幅5.26%，量比0.87。茶百道今日主力资金净流出212.4万元，上一交易日主力净流出252.0万元。该股近5个交易日下跌7.14%，主力资金累计净流出313.8万元；近20日主力资金累计净流出530.8万元，其中净流出天数为7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=nesSN20251017161941a6be85c0&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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F&B、富临集团控股，振幅分别为24.63%、21.82%、17.54%。","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=nesSN2025101715200994cea271&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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07:06","pubTimestamp":1760656012,"startTime":"0","endTime":"0","summary":"交易完成后，福鹿家将成为蜜雪集团的非全资附属公司，其财务业绩将并入集团报表。有观点指出，这不仅是一家茶饮巨头的跨界布局，更可能是一场对中国啤酒市场“高端化叙事”的降维打击。截至2025年8月31日，福鹿家门店数量已接近1200家。“雪王”入局，未必能颠覆整个啤酒行业，但它可能会重新定义“谁在喝啤酒”以及“啤酒该卖多少钱”。","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=nesSN20251017071433a463f93b&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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