3月10日,大型连锁现制饮品企业蜜雪集团(02097)股价盘中大涨5.01%,引发市场关注。
首先值得注意的是,蜜雪集团作为中国最大的现制饮品集团之一,在下沉市场具有极高知名度。其独特的"高质平价"商业模式(如4元柠檬水、8元奶茶)获得了资本市场认可,被视为吸引下沉市场消费者的重要护城河。
更为关键的是,蜜雪集团致力于打造从原料种植到加工生产、物流配送的全产业链供应链体系。通过规模化采购、自建工厂,公司能够有效压缩成本,确保产品的高性价比优势。随着供应链力量不断做大,市场对蜜雪集团长期增长潜力充满信心。
同时,值得一提的是,蜜雪集团持续扩大海外市场版图,正在东南亚地区进行本土化供应链建设。这无疑将进一步提升其供应链实力,为未来开拓欧美市场奠定基础。在国内国外双线扩张下,蜜雪集团具备了强劲的增长动力。
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