异动解读 | 蜜雪集团收购鲜啤品牌,股价盘中大涨5.04%

异动解读
Oct 15, 2025

港股蜜雪集团(02097)今日盘中大涨5.04%,引发市场广泛关注。

消息面上,蜜雪集团宣布以约2.97亿元人民币的价格收购鲜啤福鹿家53%的股权。这一战略举措标志着蜜雪集团正式进军精酿鲜啤领域,拓展其饮品版图。鲜啤福鹿家采用与蜜雪冰城相似的加盟模式和高质平价策略,目前已在全国28个省市拥有约1200家门店。

分析人士认为,此次收购有助于蜜雪集团快速切入精酿鲜啤市场,借助现有的供应链优势和品牌影响力,实现业务多元化。投资者对公司未来发展前景表示乐观,推动股价上涨。值得注意的是,这笔交易属于关联交易,鲜啤福鹿家的实际控制人是蜜雪集团CEO张红甫的妻子田海霞。市场将密切关注此次收购后蜜雪集团在精酿鲜啤领域的发展情况。

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