异动解读|蜜雪集团盘中下跌3.07%,外卖补贴退坡叠加门店扩张见顶持续承压

行情直击
Jun 18

6月18日,蜜雪集团盘中下跌3.07%,报245.6港元/股,成交额8824.87万港元,股价再创52周新低,延续近期弱势。

消息面上,多重利空持续压制股价。机构研报指出,4-5月外卖平台补贴进一步放缓已成确定性趋势,预计5月起行业同店流水将普遍转负至9月;公司国内门店扩张逼近物理极限,核心原料柠檬采购价涨幅超60%,而人均消费仅7.3元的定价体系限制提价空间,利润受双重挤压。此外,公司近期换帅引发市场不确定性,新任CEO坦承门店盈利将承压。行业方面,餐馆板块整体偏弱,小菜园跌2.5%、美团跌2.22%、海底捞跌1.97%。

(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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