Mixue May Benefit From China's Food Delivery Regulation -- Market Talk

Dow Jones

04/22

0304 GMT - China's crackdown on "ghost takeout" merchants will drive consolidation in the freshly-made drinks industry, benefiting branded chains like Mixue Group, according to Daiwa analyst Steven Nie in a research note. The crackdown aims to eliminate fake merchants without physical business licenses. Daiwa views Mixue as the biggest beneficiary of the move, given its mass-market positioning and reduced competition from unlicensed operators, Nie says. Daiwa has a hold rating on Mixue with a 12-month target price of HK$350.00. Shares last traded at HK$305.80. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

April 21, 2026 23:04 ET (03:04 GMT)

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The crackdown aims to eliminate fake merchants without physical business licenses. Daiwa views Mixue as the biggest beneficiary of the move, given its mass-market positioning and reduced competition from unlicensed operators, Nie says. Daiwa has a hold rating on Mixue with a 12-month target price of HK$350.00. Shares last traded at HK$305.80. 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