异动解读 | 蜜雪集团股价盘中大跌5.4%,新消费板块集体回调

异动解读
Jun 17, 2025

港股蜜雪集团(02097)今日盘中大跌5.4%,引发市场关注。截至盘中,该股报价534.5港元,成交量28.894万股,成交金额1.564亿港元。

蜜雪集团股价下跌主要受到新消费板块整体回调的影响。今日,港股"新消费三姐妹"集体下跌,其中老铺黄金(06181)跌近5%,泡泡玛特(09992)和蜜雪集团均跌近4%。这表明投资者可能正在重新评估新消费板块的估值和增长前景。

值得注意的是,市场早前有传闻称蜜雪冰城与开润股份、泡泡玛特存在合作关系。然而,开润股份今日在互动平台回应称,公司与泡泡玛特、蜜雪冰城暂无合作,以澄清市场传闻。这一澄清可能也在一定程度上影响了投资者情绪,导致蜜雪集团股价承压。尽管如此,盘中仍出现大手买入1.14万股,成交价为534.5港元,涉资609.33万港元,显示部分投资者仍看好该股后市表现。

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