港股詳情

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咖啡茶飲

358.731

+5.0141.42%

漲家數：5

跌家數：- -

平家數：- -

市盈率：- -

高：360.039

開：353.717

低：351.820

收：353.717

成交量：417.42萬

成交額：1.44億

市值：2,275.51億

流通市值：1,323.37億

資料載入中...

喜茶和麥當勞們卷不動低價，集體求名廚帶貨

【華西商社】小商品城25Q3業績高增長，長期成長動能充足

每日沽空追蹤 | 茶百道 10月20日沽空量成交3000股，沽空比例為0.27%

每日沽空追蹤 | 蜜雪集團 10月20日沽空量成交3.32萬股，沽空比例為4.22%

蜜雪集團收購鮮啤品牌進軍酒精賽道

從糖、咖啡到酒精，蜜雪集團再造一個「雪王」

Ofweek光电信息网

蜜雪冰城收購福鹿家的背後

滬上阿姨售賣子宮形玩偶引爭議，官方回應

蜜雪集團收購福鹿家，新興業態迎來跨界玩家

葡萄酒商业观察

蜜雪冰城，老闆娘出場了

WBusiness商业

鐵路冷鏈護航蜜雪冰城，送來甜蜜！

河南首富買下老婆公司，千億「雪王」跨界「買醉」

每日沽空追蹤 | 茶百道 10月17日沽空量成交1800股，沽空比例為0.07%

每日沽空追蹤 | 蜜雪集團 10月17日沽空量成交5900股，沽空比例為0.69%

每日沽空追蹤 | 古茗 10月17日沽空量成交13.08萬股，沽空比例為1.19%

茶百道10月17日遭主力拋售212.4萬元

奈雪的茶盤中異動下午盤快速下挫5.65%

【券商聚焦】中信建投：中短期2025-2026年或將迎來政策落地期的板塊輪動關注養老托育補短板等領域機會

「雪王」殺入鮮啤賽道，會顛覆啤酒高端化敍事？

销售与市场

【蜜雪集團（2097.HK）】低價為矛，供應鏈為盾——投資價值分析報告（陳彥彤/汪航宇/聶博雅）

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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11:38","pubTimestamp":1760931480,"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%股权的消息，在消费投资圈激起不小水花。即使仍在高歌猛进的蜜雪集团同样面临这一“远忧”。因此不少媒体称这更像是蜜雪集团“体外培育”后的正式并入操作。这种“甜味化”趋势，恰好与蜜雪集团的核心能力完美契合。在价格策略上，蜜雪同样延续了标志性的“平价”定位。众所周知，糖、咖啡因、酒精和尼古丁是世界上合法的四大成瘾成分。","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=nesSN20251020115130a6c2e379&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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11:18","pubTimestamp":1760930311,"startTime":"0","endTime":"0","summary":"近期，蜜雪冰城再次有了大动作。此次蜜雪冰城收购福鹿家，正是这样一种逻辑的延续。对于蜜雪冰城此次收购福鹿家，不得不说是一次其扩大自身的用户群，寻找新的目标市场的直接体现。对于蜜雪冰城现在的用户群体而言，他们更倾向于通过购买蜜雪冰城的产品来满足自身日常的茶饮需求。当蜜雪冰城开始收购福鹿家，这并不是一次简单的跨界，而是一次经过了深思熟虑之后的全新探索和实践。","market":"us","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/1760922512579479288","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1233","BK1587","BK1616","02097"],"gpt_icon":1},{"id":"2576049210","title":"滬上阿姨售賣子宮形玩偶引爭議，官方回應","url":"https://stock-news.laohu8.com/highlight/detail?id=2576049210","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576049210?lang=zh_tw&edition=fundamental","pubTime":"2025-10-18 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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09:30","pubTimestamp":1760664627,"startTime":"0","endTime":"0","summary":"“十四五”期间多数民生指标推进良好，但托育服务供给不足、养老服务床位总量短缺等短板突出。对资本市场而言，中短期2025-2026年或将迎来政策落地期的板块轮动，重点关注养老托育补短板、基建价值链后移等领域机会；长期则围绕大健康与大保育经济、人力资本服务业、新型消费与家庭服务三大主线，相关领域龙头企业有望实现价值重估。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1967978","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":["LU0572944931.SGD","LU2543165471.USD","BK1119","LU0149721374.USD","SG9999001051.SGD","SGXZ90724238.SGD","LU0345776255.USD","LU0164865239.USD","BK1587","LU0211977185.USD","LU0588546209.SGD","BK1227","06181","LU0039217434.USD","LU0307460666.USD","LU0359201885.HKD","601066","LU0359202008.SGD","LU0348766576.USD","SGXZ62798434.SGD","09992","LU0231483743.USD","LU0531971595.HKD","09866","BK1233","BK1616","LU0593848301.USD","LU0499858602.USD","SGXZ86797644.SGD","IE0034224299.USD","BK1207","BK0276","01318","BK1224","SG9999002950.SGD","LU0359201612.USD","LU1023057109.AUD","LU0611395673.USD","LU0348767384.USD","02097","BK1588","LU0823426308.USD","LU1770036033.HKD","LU0327786744.USD","LU0164880469.USD","LU0345775950.USD","LU0499858438.USD","LU0871576103.HKD","BK1544","LU0823426480.USD"],"gpt_icon":0},{"id":"2576772628","title":"「雪王」殺入鮮啤賽道，會顛覆啤酒高端化敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2576772628","media":"销售与市场","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576772628?lang=zh_tw&edition=fundamental","pubTime":"2025-10-17 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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07:01","pubTimestamp":1760655660,"startTime":"0","endTime":"0","summary":"蜜雪冰城产品高质低价，采用加盟模式，98%以上收入来自向加盟商销售原材料和设备。现制茶饮行业蜜雪冰城独占鳌头，以出杯量计，23年蜜雪冰城市占率约49.6%。2）完整供应链带来低成本优势。3）采取加盟模式，转嫁终端经营风险。如需了解详细的证券研究信息，请具体参见光大证券研究所发布的完整报告。如因侵权行为给光大证券造成任何直接或间接的损失，光大证券保留追究一切法律责任的权利。","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=nesSN20251017075225a6bdc81e&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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