6月8日，蜜雪集团盘中下跌3.01%，报257.4港元/股，成交额1.04亿港元，延续近期弱势。
消息面上，市场对公司基本面的担忧持续发酵。公司国内门店扩张逼近物理极限，核心业务毛利率从31.2%下滑至29.9%；核心原料柠檬采购价涨幅超60%，而人均消费仅7.3元的定价体系限制了提价空间，利润受到双重挤压。此外，管理层此前提示外卖补贴退坡后门店营业额增长放缓，新孵化品牌鲜啤福鹿家盈利模型尚未跑通。行业方面，餐馆板块今日整体走弱，美团-W跌5.88%、海底捞跌1.67%、古茗跌0.70%，板块联动进一步加剧下行压力。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.