港股詳情

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蜜雪集團

497.000

-11.000-2.17%

成交量：20.69萬

成交額：1.04億

市值：1,888.60億

市盈率：40.33

高：517.000

開：517.000

低：495.800

收：508.000

資料載入中...

總覽公司新聞公告

蜜雪冰城一門店或被檢控！產品大腸桿菌超標70%

21世纪经济报道

蜜雪冰城：幸運咖 “不幸”，蜜雪下一步豪賭 “田間地頭”？

蜜雪集團06月10日主力淨流出6808.3萬元散户資金買入

午後股市突發！發生了什麼？

【行業深度研究】白象、蜜雪冰城和胖東來負面纏身，河南企業到底犯了什麼錯？

Ofweek维科网

港股異動丨“新消費”走勢分化，布魯可跌8%，古茗、蜜雪集團跌超6%

老虎资讯综合

異動解讀 | 蜜雪集團盤中大跌5%，食品安全問題疊加估值擔憂

異動解讀 | 蜜雪集團盤中大跌5%，沙田分店甜品樣本大腸菌羣超標

港股異動 | 蜜雪再度回調近3%，美銀稱其基本面或無法支撐現有估值

老虎资讯综合

“新消費”熱潮下，機構對頭部公司看多看空分歧凸顯

蜜雪冰城遭兩大投行下調評級，被指估值過高，海外擴張不理想

南方都市报

繼蜜雪冰城、胖東來、衞龍後，思念食品接入飛書

大河财立方

冰輪環境：為蜜雪冰城等飲料企業提供倉儲、加工基地用製冷設備

格隆汇资讯

被瑞幸、蜜雪冰城等打服了？星巴克中國坐不住，宣佈旗下數十款產品實施降價！中國區營收已陷入停滯狀態，出售星巴克中國業務消息不斷傳出

新消費概念集體走高布魯可漲21.46% 機構指新消費習慣形成和品牌力破圈增加品牌溢價

不懼下調評級，港股新消費賽道迎重磅“援兵”？蜜雪等明星股今日集體大漲

每日经济新闻

《大行》美銀：蜜雪(02097.HK)基本面或無法支撐現有估值評級降至“跑輸大市”

阿斯达克财经

港股異動 | 獲納入港股通名單，蜜雪集團漲超8%，布魯可漲超10%

老虎资讯综合

港股通標的名單調入布魯可、古茗及蜜雪集團，今起生效

異動解讀 | 蜜雪集團納入恒指及港股通，股價盤中大漲5.13%

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的口号，已然卷到了 “田间地头”，这套营销的背后，在海豚君看来更像是蜜雪冰城把自己乡镇下沉的心智卷到极致。","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=nesSN2025061019103197794c2f&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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14:53","pubTimestamp":1749538422,"startTime":"0","endTime":"0","summary":"突然跳水A股三大指数午后一度跳水均跌超1%，军工、信创、机器人、半导体等方向跌幅居前，沪深京三市下跌个股超4700只。新消费股多数下跌，布鲁可跌约8%，古茗跌约6.5%，蜜雪集团跌约6%。不过，随后整个市场又都出现了一段非常显著的反弹。那么，究竟发生了什么？2025年四季度市场中枢有望抬升，市场可能进入“发令枪响”前的最后阶段。2025年三季度依然是中枢偏高的震荡市。","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=nesSN20250610145915a4a17e41&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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13:41","pubTimestamp":1749534074,"startTime":"0","endTime":"0","summary":"截至2024年底，蜜雪冰城全球门店突破4.6万家，覆盖中国31个省份及海外11个国家，年售出饮品高达90亿杯。白象食品则代表了河南传统制造业的转型升级之路。2舆论风暴中的河南企业2025年上半年，白象食品、蜜雪冰城和胖东来三家企业接连陷入舆论漩涡，引发广泛关注。蜜雪冰城的315食品安全危机则呈现出另一种舆情态势。掌握充分证据后，胖东来不仅恢复涉事商品销售，还宣布将向该网红索赔不低于100万元，以维护企业合法权益。","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=nesSN202506101342219515dbef&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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13:17","pubTimestamp":1749532665,"startTime":"0","endTime":"0","summary":"泡泡玛特涨幅回落至2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/4dacc9ce70e87faf5efdbd5f29195f6b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4dacc9ce70e87faf5efdbd5f29195f6b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09992","00325","02097"],"gpt_icon":0},{"id":"1100344452","title":"異動解讀 | 蜜雪集團盤中大跌5%，食品安全問題疊加估值擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1100344452","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100344452?lang=zh_tw&edition=fundamental","pubTime":"2025-06-10 11:30","pubTimestamp":1749526255,"startTime":"0","endTime":"0","summary":"港股新消费概念股蜜雪集团今日盘中大跌5.04%，引发市场关注。根据最新消息，这一跌幅或与多重因素有关。美银证券最新研报将蜜雪集团评级从\"中性\"下调至\"跑输大市\"，指出公司基本面可能难以支撑当前高估值。自今年年初以来，蜜雪集团股价已累计上涨超过80%，因此出现回调压力也在情理之中。总的来看，食品安全隐忧、高估值担忧以及短期获利回吐需求等多重因素叠加，导致蜜雪集团股价出现较大幅度下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02097"],"gpt_icon":1},{"id":"1141414739","title":"異動解讀 | 蜜雪集團盤中大跌5%，沙田分店甜品樣本大腸菌羣超標","url":"https://stock-news.laohu8.com/highlight/detail?id=1141414739","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141414739?lang=zh_tw&edition=fundamental","pubTime":"2025-06-10 11:30","pubTimestamp":1749526231,"startTime":"0","endTime":"0","summary":"6月10日盘中，$蜜雪集团$股价大跌5.04%，引发市场关注。据悉，该跌幅与公司旗下门店食品安全问题有关。这一食品安全问题引发投资者对蜜雪集团品控能力的担忧，导致股价下跌。此外，美银证券此前发布报告，将蜜雪集团评级下调至\"跑输大市\"，指出公司面临短期基本面难以支撑高估值等风险，这也可能对股价造成一定压力。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02097"],"gpt_icon":0},{"id":"1196215840","title":"港股異動 | 蜜雪再度回調近3%，美銀稱其基本面或無法支撐現有估值","url":"https://stock-news.laohu8.com/highlight/detail?id=1196215840","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196215840?lang=zh_tw&edition=fundamental","pubTime":"2025-06-10 10:13","pubTimestamp":1749521631,"startTime":"0","endTime":"0","summary":"本周二港股盘初， $蜜雪集团$ 再度回调近3%，上周四以来跌超11%，截至发稿报550.5港元：消息面上，美银发表研究报告指出，虽然蜜雪集团是中国最大且最优秀的现制茶饮品牌，但认为其基本面或无法支撑现有估值，近期资金流动推动其估值提升，但近期升势已反映众多利好因素。美银将其评级从「中性」降至「跑输大市」，不过基于中国业务表现强劲，将今明两年每股盈利预测上调3.4%，收入分别上调2%及2.2%，目标价由400元上调至465元。","market":"hk","thumbnail":"https://static.tigerbbs.com/a2faeaf3dc3d480a0374990517b2947a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a2faeaf3dc3d480a0374990517b2947a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"港股异动 | 蜜雪再度回调近3%，美银称其基本面或无法支撑现有估值","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"gpt_icon":0},{"id":"2542350380","title":"“新消費”熱潮下，機構對頭部公司看多看空分歧凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2542350380","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542350380?lang=zh_tw&edition=fundamental","pubTime":"2025-06-10 10:09","pubTimestamp":1749521343,"startTime":"0","endTime":"0","summary":"在“新消费”概念火热背景下，过去一周投资机构对港股头部消费公司看法分歧明显。受此影响，蜜雪集团股价下跌，古茗、茶百道等同赛道公司股价也一度大跌，上周五古茗卖空股数激增近5倍。布鲁可股价走势突出，出现上市首日之外的单日最大涨幅。古茗股价受蜜雪集团被看空影响有所波动，但国内外投资机构均给出乐观预期。","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=nesSN2025061010095995159eb4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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22:48","pubTimestamp":1749480493,"startTime":"0","endTime":"0","summary":"近日，据媒体报道，美银和瑞银两大投行在最新发布的研报中均下调了蜜雪冰城 的评级，两大投行给出的原因非常相似，都提及了估值过高和海外业务扩张不理想导致长期增长空间有限。前者将蜜雪冰城的目标价调整至477港元左右，后者将其目标价从400港元上调至465港元。蜜雪上市以来的股价走势。瑞银预计蜜雪冰城的海外收入占比将从2024年的5.2%下降至2025年的4.5%。","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=nesSN202506092252239514e94e&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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19:24","pubTimestamp":1749468261,"startTime":"0","endTime":"0","summary":"作为深耕速冻食品领域近30年的行业龙头，思念食品业务覆盖全国并延伸至海外，随着业务规模扩大与多区域布局深化，其内部协同面临大量新挑战。思念食品副总经理田淑红说，希望通过飞书来实现目标管理和突破组织效能瓶颈。公开数据显示，在食品快消领域，河南企业蜜雪冰城、胖东来、双汇发展、卫龙等行业头部陆续接入飞书，在消费升级与技术革新的驱动下，数字化转型对企业已不再是选择题，而是穿越周期的重要工具。","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=nesSN202506091927469777c153&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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公司为蜜雪冰城等饮料企业提供仓储、加工基地用制冷设备。该等业务在当期公司营业收入中占比低，对公司当期业绩无重大影响。","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=nesSN20250609151257977772b8&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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在瑞幸、蜜雪冰城等低价策略持续围攻下，星巴克中国终于坐不住了，宣布旗下数十款产品实施降价！9日上午，星巴克中国突然宣布将重点拓展“非咖”场景，自6月10日起对星冰乐、冰摇茶、茶拿铁三大品类数十款产品实施降价。为了挽回颓势，星巴克中国高层调整不断。今年1月，星巴克中国区董事长王静瑛宣布退休。出售星巴克中国业务消息不断传出目前出售星巴克中国业务消息不断传出。","market":"sh","thumbnail":"https://imgcloud.jrjimg.cn/2025/06/20250609145035086.png","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2025/06/20250609145035086.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/06/09145150944563.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["02097","SBUX","LKNCY"],"gpt_icon":1},{"id":"2542877559","title":"新消費概念集體走高 布魯可漲21.46% 機構指新消費習慣形成和品牌力破圈增加品牌溢價","url":"https://stock-news.laohu8.com/highlight/detail?id=2542877559","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542877559?lang=zh_tw&edition=fundamental","pubTime":"2025-06-09 13:55","pubTimestamp":1749448537,"startTime":"0","endTime":"0","summary":"金吾财讯 | 新消费概念集体走高，布鲁可(00325)涨21.46%、蜜雪集团(02097)涨5.59%、巨子生物(02367)涨4.49%、古茗(01364)涨4.15%、名创优品(09896)涨2.45%、锅圈(02517)涨2.36%、泡泡玛特(09992)涨2.04%东吴证券表示，今年以来明星消费公司陆续在港股上市，布鲁可、古茗和蜜雪集团入通吸引增量资金配置。新消费引领消费行情，新消费习惯形成和品牌力破圈增加品牌溢价。开源证券表示，在传统消费承压背景下，新消费为全年投资重点，持续推荐。零食赛道新渠道、新产品、新市场逻辑全面演绎，表现出较强的成长性。","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=nesSN2025060913560895144cbe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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12:24","pubTimestamp":1749443056,"startTime":"0","endTime":"0","summary":"然而6月9日早盘，蜜雪集团大涨超9%，带领其他新消费龙头集体大涨。纳入港股通标的，意味着内地投资者可以通过港股通渠道购买名单中的股票，这对新消费赛道次新股而言，短期无疑起到流动性“援兵”的作用。根据相关规则，港股上市后6个月，锁定的限售股将迎来解禁。目前，港股新消费板块中，距离解禁日期最近的是毛戈平。此外，老铺黄金限售股将于6月28日解禁，布鲁可于7月10日解禁，古茗8月12日解禁，蜜雪集团9月3日解禁。","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=nesSN20250609122719a49fbaf4&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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(02097)$被调入沪港通下港股通标的名单，变动将于6月9日周一起生效。东吴证券指出，蜜雪集团等入通吸引增量资金配置。公司作为平价现制饮品龙头，自建端对端全流程供应链体系打造核心壁垒，IP化品牌营销塑造品牌心智。此外，公司以加盟模式深耕下沉市场，推进品牌出海，持续巩固行业地位。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"港股异动 | 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