蜜雪集团股价再刷上市以来新高，总市值超1700亿港元
3月19日，蜜雪集团盘初大涨近5%，股价再刷上市以来新高，总市值超1700亿港元。
东吴证券指出，蜜雪集团作为平价现制饮品龙头，自建端对端全流程供应链体系打造核心壁垒，IP化品牌营销塑造品牌心智。另外，该公司以加盟模式深耕下沉市场，推进品牌出海，持续巩固行业地位。该行表示，蜜雪集团的核心优势是品牌势能及在平价现制饮品市场的统治力，且在出海方面值得期待，类比近一年新上市的一些强势能品牌，例如毛戈平和老铺黄金，蜜雪集团有望享有估值溢价。
华源证券表示，公司深耕现制饮品行业，兼具客群、渠道、供应链及营销等多重竞争优势，且精准卡位近年发展较快的平价茶饮价格带，叠加具备国内及海外市场渠道扩张预期，未来发展空间较大。考虑到公司在现制饮品行业的品牌竞争壁垒、渠道覆盖广泛及营销高效等特性，首予“买入”评级。
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