港股异动 | 蜜雪集团持续拉升，股价突破500港元再刷新历史新高，日内涨近8%
本周三， 蜜雪集团 持续拉升，股价突破500港元再刷新历史新高，日内涨近8%
国家统计局数据显示，2025年一季度全国餐饮收入达14027亿元，同比增长4.7%；其中3月份餐饮收入4235亿元，同比增长5.6%。
瑞银发研报指，蜜雪集团集团主攻中国大众市场，按2024年门店数量计是目前国内最大现制饮品企业，在全国共有超过4.1万间店，在海外亦有4,895间分店，几乎全为加盟店。
瑞银目前预测蜜雪2025至2027年收入及净利润年均复合增长率将达到18%及19%，看好其供应链能力和加盟模式。
广发证券亦认为，对比现制饮品同业，公司卡位价格带壁垒相对较大、格局相对较好，供应链建设全面且完善，为极致性价比奠定基础，且公司在行业内具有较强统治力，规模(门店数/GMV)遥遥领先的同时保持稳健的经营，应给予一定估值溢价，给予“买入”评级。
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