港股详情

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咖啡茶饮

359.210

+5.4931.55%

涨家数：4

跌家数：1

平家数：- -

市盈率：- -

高：361.944

开：353.717

低：351.820

收：353.717

成交量：1,047.79万

成交额：3.21亿

市值：2,284.31亿

流通市值：1,324.43亿

数据加载中...

谁在裸泳？新茶饮继续狂飙，霸王茶姬增速已“掉队”

每日卖空追踪 | 茶百道 10月27日卖空量成交7800股，卖空比例为0.48%

每日卖空追踪 | 蜜雪集团 10月27日卖空量成交1000股，卖空比例为0.24%

3亿“买醉”，蜜雪冰城不想只卖“小甜水”

中国企业家杂志

近半年股价腰斩沪上阿姨开店数放缓未来净利增速或下滑

深圳商报·读创

精酿鲜啤赛道竞争加剧蜜雪冰城收购福鹿家

蜜雪、锅圈跨界做酒，酒业要迎来新玩法？

精酿鲜啤赛道竞争加剧：蜜雪冰城收购福鹿家，“低价”策略能否胜出

奈雪生活全国首店闭店茶饮巨头转型阵痛

南方都市报

东方明珠塔下不能喝蜜雪冰城？那喝霸王茶姬呢？

每日卖空追踪 | 茶百道 10月24日卖空量成交1.04万股，卖空比例为0.97%

蜜雪集团10月24日遭主力抛售788.5万元

股市面面观｜港股“新消费三姐妹”集体回调逾30%，背后发生了什么？

冷空气带火“热奶茶”，茶百道“蛋糕奶茶”新品首日热销35万杯

上海市供应链发展大会创新案例出炉！沪上阿姨首次参评即入选

36氪出海·全球化公司｜霸王茶姬还能火多久？

千平大店被泡泡玛特接档背后，奈雪的茶半年关店160家

老牌董秘，遭遇沪上阿姨新问题

蜜雪冰城在海南成立福鹿兄弟企管公司，注册资本2000万

蜜雪冰城，进击啤酒赛道

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18:06","pubTimestamp":1761559571,"startTime":"0","endTime":"0","summary":"另一边，茶百道与沪上阿姨上半年营收增速略显疲软，上市品牌中定位更偏向中高端的霸王茶姬营收规模位居前列，但净利润仅为 7.55 亿元；经调整净利润为 13.07 亿元，同比仅增长 6.78%。而在红餐选取的 76 个茶饮与 54 个咖饮品牌样本中，推出新品近 1992 款，其中茶饮新品占比 66.0%。我们在此前的文章也有提及霸王茶姬的战略重心是守住品牌的价格心智，避免陷入价格战。但此处我们更想讨论，霸王茶姬的“品牌力”是否足以让它“置身事外”。","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=nesSN20251027180914a4776745&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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14:14","pubTimestamp":1761545640,"startTime":"0","endTime":"0","summary":"更重要的是，蜜雪冰城品牌及其练就的供应链能力已被市场验证。此次收购披露前，鲜啤福鹿家一直活在与蜜雪冰城的“绯闻”中。彼时蜜雪冰城回应称，“福鹿家与蜜雪冰城股份有限公司没有任何股权关系，与蜜雪冰城品牌也没有关系。”今年初，鲜啤福鹿家多次被传为“蜜雪冰城子品牌”，相关信息备受热议。从外观来看，鲜啤福鹿家品牌色调和卡通IP“小鹿”形象，与蜜雪冰城的风格极其相像。","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=nesSN20251027144800a476f39c&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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11:25","pubTimestamp":1761535547,"startTime":"0","endTime":"0","summary":"深圳商报·读创客户端记者陈燕青24日，上市近半年的港股沪上阿姨再创新低，报收于95.5港元。从上市首日最高价算起，沪上阿姨近半年股价跌幅超过50%，且早已跌破发行价，走势相当疲弱。今年上半年沪上阿姨净利润增速约21%，明显低于蜜雪、古茗等同行水平。机构预计，未来几年公司营收和净利润增速将继续下滑。","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/202510273545106738.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":["BK1616","02589","BK1587","BK1233"],"gpt_icon":0},{"id":"2578651911","title":"精酿鲜啤赛道竞争加剧 蜜雪冰城收购福鹿家","url":"https://stock-news.laohu8.com/highlight/detail?id=2578651911","media":"成都商报","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578651911?lang=zh_cn&edition=fundamental","pubTime":"2025-10-27 01:00","pubTimestamp":1761498051,"startTime":"0","endTime":"0","summary":"被消费者们称为“雪王”的蜜雪冰城，进入啤酒行业。近年来，精酿啤酒赛道竞争日渐激烈。也就是说，福鹿家客单价约为其他品牌的三分之一。得益于蜜雪冰城供应链，福鹿家啤酒的口感可以对标市场上30元至60元的啤酒。据蜜雪集团公告，截至2025年8月底，福鹿家拥有约1200家门店，收入主要来自向加盟商出售门店物料和设备。","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=nesSN20251027010054a6cf1ec3&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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蜜雪集团与锅圈实业，接连宣布跨界布局酒业，引发行业高度关注。另一边，锅圈对宋河酒业的重整工作已持续一年多。锅圈和蜜雪冰城的介入，以其成熟的供应链管理、健康的生态圈建设和快速的零售端反应，正在构建一种更高效和更贴近消费者的新酒业生态。总体来看，蜜雪冰城和锅圈跨界酒业的尝试，反映了食品饮料企业基于自身核心能力进行业务拓展的逻辑。","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=nesSN20251025214744a4747085&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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17:39","pubTimestamp":1761298799,"startTime":"0","endTime":"0","summary":"深圳南山海岸城，这个曾见证新茶饮业态创新高光时刻的商圈，近日迎来一则令人唏嘘的消息——奈雪生活全国首店正式闭店。南都·湾财社记者实地走访发现，原奈雪生活门店已围起施工围挡，围挡上“泡泡玛特主题店即将入驻”的海报格外醒目。","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/202510243543679991.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":["BK1233","BK1616","BK1587","02150"],"gpt_icon":0},{"id":"2577595984","title":"东方明珠塔下不能喝蜜雪冰城？那喝霸王茶姬呢？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577595984","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577595984?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 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10月24日卖空量成交1.04万股，卖空比例为0.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578526273","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578526273?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 16:30","pubTimestamp":1761294630,"startTime":"0","endTime":"0","summary":"茶百道北京时间10月24日，跌0.79%，卖空量成交1.04万股，较上一交易日减少42.86%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=nesSN20251024163457a6cba5eb&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, 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蜜雪集团股价跌1.45%，报收394.20元，成交金额2.2亿元，换手率0.36%，振幅3.45%，量比0.69。蜜雪集团今日主力资金净流出788.5万元，上一交易日主力净流出2275.1万元。该股近5个交易日下跌8.35%，主力资金累计净流出3863.2万元；近20日主力资金累计净流入1.2亿元，其中净流入天数为14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=nesSN2025102416205394db36c8&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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10:03","pubTimestamp":1761271410,"startTime":"0","endTime":"0","summary":"5天后，沪上阿姨首次向港交所递交了招股说明书，但是因故未能成功上市。直到2024年12月27日，沪上阿姨重新在港交所递交了招股书，再次提出了在香港IPO上市的申请。9月8日，沪上阿姨被调入港股通标的。截至2025年6月30日，沪上阿姨共有9436家门店，其中直营店24家、加盟店9412家，覆盖全国四个直辖市、五个自治区，以及22个省份的300多个城市。日前，源媒汇致函沪上阿姨，截至发稿尚未得到回复。","market":"hk","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/1761036957295915786","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":["BK1587","BK1616","02589","BK1233"],"gpt_icon":0},{"id":"2577515885","title":"蜜雪冰城在海南成立福鹿兄弟企管公司，注册资本2000万","url":"https://stock-news.laohu8.com/highlight/detail?id=2577515885","media":"界面","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577515885?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 09:17","pubTimestamp":1761268629,"startTime":"0","endTime":"0","summary":"天眼查工商信息显示，10月23日，福鹿兄弟（海南）企业管理有限公司成立，法定代表人为陈翊新，注册资本2000万人民币，经营范围为企业管理、以自有资金从事投资活动、信息技术咨询服务、信息咨询服务。股东信息显示，该公司由蜜雪冰城股份有限公司全资持股。","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=nesSN2025102409170994da9591&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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