异动解读 | 蜜雪集团股价盘中大跌5.4%,"新消费三姐妹"集体回调

异动解读
Jun 17, 2025

6月17日,港股上市公司蜜雪集团(02097)股价盘中大跌5.4%,引发市场关注。与此同时,被称为"新消费三姐妹"的其他两家公司老铺黄金(06181)和泡泡玛特(09992)也出现不同程度的下跌,分别跌近5%和4%,显示出新消费板块整体承压。

从盘面来看,蜜雪集团在上午10:19出现一笔大手买入,成交量为1.14万股,成交价为534.5港元,涉资609.33万港元。尽管有大额买单入场,但未能阻止股价的持续下跌。截至发稿时,蜜雪集团股价已跌至盘中低点。

值得注意的是,同日早间,A股上市公司开润股份在互动平台上回应称,公司与泡泡玛特、蜜雪冰城暂无合作,以澄清市场传闻。这一消息可能在一定程度上影响了投资者对新消费板块的预期。分析人士指出,近期新消费概念股表现强势,此轮调整或与获利回吐有关,建议投资者密切关注行业基本面变化和公司业绩表现。

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