港股詳情

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蜜雪集團

289.000

-2.400-0.82%

成交量：13.25萬

成交額：3,806.52萬

市值：1,098.20億

市盈率：16.10

高：291.400

開：291.400

低：285.600

收：291.400

52周最高：618.500

52周最低：273.000

股本：3.80億

香港流通股本：1.51億

量比：1.12

換手率：0.09%

股息：- -

股息率：- -

每股收益(LYR):17.953

淨資產收益率：29.76%

總資產收益率：17.85%

市淨率：3.92

市盈率(LYR):16.10

市銷率: 2.85

資料載入中...

總覽公司新聞資訊公告

港股異動 | 新消費概念股上揚，泡泡瑪特、古茗升逾3%

老虎资讯综合

東吳證券：餐飲行業中外賣與堂食的「黃金平衡點」

智通财经网

蜜雪集團11月14日遭主力拋售226.6萬元

新消費概念股部分逆市走強滬上阿姨(02589)漲8.70% 十五五經濟發展的主要目標之一是居民消費率提高

【券商聚焦】中金公司：新消費企業與傳統消費行業中的白馬龍頭企業仍然有較大的發展空間和增長潛力

【案例：蜜雪冰城，是一家很懶的公司】

蜜雪集團：以供應鏈為基，憑低價策略拓全球千億版圖

ITBEAR科技资讯

每日沽空追蹤 | 蜜雪集團 11月13日沽空量成交2500股，沽空比例為0.81%

星巴克中國出售股權「第三空間」路向何方

蜜雪集團盤中異動早盤股價大跌3.07%

萬億銷售的「雙十一」大促背後，港股消費和科技板塊正在「等風來」

蜜雪冰城投資方，拿下漢堡王中國

「新消費三姐妹」股價暴跌，資本為何「退燒」？

商业与地产

異動解讀 | 新消費概念股走強，蜜雪集團盤中大漲5.04%

異動解讀 | 蜜雪集團盤中大漲5.04%，新消費概念股集體走強

茶飲股部分走強滬上阿姨(02589)漲12.19% 機構指新茶飲龍頭FY25 PE在Q3回調後已迴歸合理區間

蜜雪集團盤中異動早盤股價大漲3.02%

港股新消費概念股盤初走強！滬上阿姨升逾12%，鍋圈升逾4%

老虎资讯综合

【券商聚焦】中信證券：外賣補貼推動現制飲品高景氣頭部公司顯著佔優

每日沽空追蹤 | 蜜雪集團 11月11日沽空量成交4700股，沽空比例為1.54%

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蜜雪集团股价跌0.72%，报收414.80元，成交金额1.3亿元，换手率0.21%，振幅5.60%，量比0.58。蜜雪集团今日主力资金净流出226.6万元，连续4日净流出，上一交易日主力净流出403.1万元。该股近5个交易日上涨7.68%，主力资金累计净流入2685.4万元；近20日主力资金累计净流出635.5万元，其中净流出天数为11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=nesSN2025111416164295041286&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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涨8.70%，蜜雪集团涨3.40%，古茗涨2.50%，锅圈涨1.19%，老铺黄金涨1.71%，布鲁可涨1.33%。消息面上，中金公司发研报指，10月28日，“十五五”规划建议发布，消费行业是重要发展方向，明确提出“居民消费率明显提高，内需拉动经济增长主动力作用持续增强”是“十五五”时期经济社会发展的主要目标之一。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969648","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":["02517","02097","BK1227","BK1616","BK1132","BK1587","06181","BK1213","SG9999001051.SGD","BK1544","02589","SGXZ90724238.SGD","LU2488822045.USD","01364","00325","LU0211977185.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2583549541","title":"【券商聚焦】中金公司：新消費企業與傳統消費行業中的白馬龍頭企業仍然有較大的發展空間和增長潛力","url":"https://stock-news.laohu8.com/highlight/detail?id=2583549541","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583549541?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 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中金公司发研报指，10月28日，“十五五”规划建议发布，消费行业是重要发展方向，明确提出“居民消费率明显提高，内需拉动经济增长主动力作用持续增强”是“十五五”时期经济社会发展的主要目标之一。该机构认为，中国消费市场复杂而多元、充满成长新机遇，在积极的消费鼓励政策助力下，新消费企业与传统消费行业中的白马龙头企业仍然有较大的发展空间和增长潜力。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969626","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":["LU0345775950.USD","LU0039217434.USD","BK1224","LU0231483743.USD","LU1580142542.USD","BK1213","LU0871576103.HKD","LU2543165471.USD","SGXZ86797644.SGD","00325","SG9999002828.SGD","BK1616","LU0359201885.HKD","SGXZ90724238.SGD","LU0164880469.USD","02589","601995","LU0149721374.USD","LU0499858602.USD","SGXZ62798434.SGD","03908","01318","LU0359201612.USD","BK1233","02097","BK1516","06181","02367","LU0531971595.HKD","IE0034224299.USD","LU0345776255.USD","LU0348766576.USD","LU0499858438.USD","SG9999001069.SGD","LU0588546209.SGD","LU0359202008.SGD","LU0348767384.USD","LU1023057109.AUD","SG9999004311.SGD","LU0327786744.USD","LU1770036033.HKD","LU0164865239.USD","01405","LU0572944931.SGD","LU0211977185.USD","SG9999002950.SGD","BK1587","BK1501","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2583556020","title":"【案例：蜜雪冰城，是一家很懶的公司】","url":"https://stock-news.laohu8.com/highlight/detail?id=2583556020","media":"物流指闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583556020?lang=zh_tw&edition=fundamental","pubTime":"2025-11-13 20:41","pubTimestamp":1763037680,"startTime":"0","endTime":"0","summary":"蜜雪冰城跟它们比起来，像一只躺平的懒猫。据蜜雪冰城发布，2024年，柠檬水卖了11亿杯以上。蜜雪冰城，需要找到新的增长点。10月1日，蜜雪冰城发布公告，以2.97亿元收购郑州福鹿家。这成为蜜雪冰城继蜜雪冰城、幸运咖之后的第三大品牌。有声音认为，蜜雪冰城的“懒”只是懒于战术，但勤于战略。此次收购对象，福鹿家总部就位于郑州市蜜雪冰城全球总部基地 ，基本上就是楼上楼下关系。蜜雪冰城此刻入局，无疑是个比较好的时间点。","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=nesSN20251113205124a49f1521&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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18:06","pubTimestamp":1763028405,"startTime":"0","endTime":"0","summary":"自2025年登陆港交所以来，蜜雪集团的股价持续攀升，总市值突破千亿港元大关。截至2025年上半年，蜜雪集团全球门店数量已突破53000家，其中海外门店达4700家，国内低线市场门店数量更是远超同行。蜜雪集团的核心竞争力在于其独特的供应链模式。在国内市场，蜜雪集团以“低价刚需”定位精准切入下沉市场。海外市场则是蜜雪集团的第二增长曲线。从露天刨冰摊到全球茶饮巨头，蜜雪集团的崛起是供应链效率与市场卡位的完美结合。","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=nesSN202511131847369766f037&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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14:41","pubTimestamp":1762929692,"startTime":"0","endTime":"0","summary":"11月10日，知名资产管理机构CPE源峰宣布与汉堡王品牌达成战略合作，双方将成立合资企业“汉堡王中国”。买家曾投资过蜜雪冰城、泡泡玛特拿下汉堡王中国控股权的CPE源峰，并非首次涉足餐饮消费领域。目前，汉堡王中国约有1300家门店，年收入规模约50亿元。这一扩张计划意味着，未来十年内，汉堡王中国需要将门店数量增长超过两倍。2005年，汉堡王正式进入中国市场。经过大半年的努力，汉堡王中国的业绩已初步改善。","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=nesSN20251112151334a6f3c81d&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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| 新消費概念股走強，蜜雪集團盤中大漲5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197600180","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197600180?lang=zh_tw&edition=fundamental","pubTime":"2025-11-12 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蜜雪集團盤中大漲5.04%，新消費概念股集體走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1178141648","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178141648?lang=zh_tw&edition=fundamental","pubTime":"2025-11-12 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PE在Q3回调后已回归合理区间，我们预计在同店增长及开店驱动下，Q3-Q4蜜雪、古茗仍可实现高双位数的利润增长，全年业绩可符合预期。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969476","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":["BK1200","BK1587","02555","02589","02097","LU0211977185.USD","BK1589","BK1233","LU1981816686.USD","BK1616","01364","09633","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2582312251","title":"蜜雪集團盤中異動 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頭部公司顯著佔優","url":"https://stock-news.laohu8.com/highlight/detail?id=2582314827","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582314827?lang=zh_tw&edition=fundamental","pubTime":"2025-11-12 09:07","pubTimestamp":1762909639,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，本轮外卖补贴推动现制饮品景气度提升，使得各家品牌店效增长明显、行业供给再度扩张，7月全国奶茶门店总数为51.8万家，相较3月增加5.0万家，全国咖啡门店总数18.6万家，相较3月增加2.2万家，其中头部公司凭借优秀的品牌、产品及加盟商的认可度得以快速扩张，25H1业绩增长优于行业。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969462","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":["BK1516","LU2488822045.USD","LU1997244956.HKD","02589","BK1147","LU0405327494.USD","LU2289578879.USD","BK0028","LU0211977185.USD","LU1794554557.SGD","BK1521","BK1233","BK0196","LU1064131003.USD","LU2495084118.USD","LU1328615791.USD","BK1587","BK1616","LU1255011170.USD","600030","LU0405327148.USD","LU2148510915.USD","02555","02150","LU1064130708.USD","01364","LU1720050803.USD","BK1564","LU1997245094.SGD","BK0188","BK0276","LU1997245177.USD","06030","BK0012","02097","LU1655091616.SGD","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2582359667","title":"每日沽空追蹤 | 蜜雪集團 11月11日沽空量成交4700股，沽空比例為1.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582359667","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582359667?lang=zh_tw&edition=fundamental","pubTime":"2025-11-11 16:30","pubTimestamp":1762849826,"startTime":"0","endTime":"0","summary":"蜜雪集团北京时间11月11日，跌0.71%，卖空量成交4700股，较上一交易日减少80.74%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=nesSN2025111116333094fd3e3d&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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