6月16日，蜜雪集团盘中下跌3.01%，报257.6港元/股，成交额2185.32万港元，延续近期弱势。消息面上，多重利空持续压制股价。中国银河证券研报指出，4-5月外卖平台补贴进一步放缓已是确定性趋势，预计5月起行业同店流水将普遍转负至9月；公司新任CEO亦坦承外卖补贴退坡后门店盈利将承压。此外，公司国内5.54万家门店逼近6.1-7万家理论容量上限，闭店率同比激增57.1%至4.23%，核心原料柠檬采购价涨幅超60%，毛利率从32.5%降至31.1%。行业方面，餐馆板块整体偏弱，古茗跌3.74%、美团跌3.64%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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