6月15日，蜜雪集团盘中下跌3.04%，报268.0港元/股，成交额2705.51万港元，延续近期弱势。
消息面上，多重利空持续压制股价。中国银河证券研报指出，美团、阿里4至5月外卖平台补贴进一步放缓已成确定趋势，预计5月起行业同店流水将普遍转负至9月，蜜雪作为低价端最大受益者面临红利消退。同时，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%，人均消费仅7.3元的定价体系限制提价空间，利润受到双重挤压。此外，公司近期换帅引发市场不确定性，新任CEO张渊坦承门店盈利将承压。行业方面，古茗跌1.58%、沪上阿姨跌3.42%，茶饮板块整体偏弱。
（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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