异动解读 | 蜜雪集团盘中大涨5.13%,纳入港股通及恒生综合指数成分股

异动解读
Jun 09, 2025

今日盘中,蜜雪集团(02097.HK)股价大涨5.13%,引发市场关注。

消息面上,上海证券交易所公告称,因恒生综合中型股指数成份股调整,蜜雪集团将于6月9日起被纳入沪港通下港股通标的名单。同时,恒生指数公司此前公布的指数检讨结果也于今日生效,蜜雪集团被纳入恒生综合指数成分股。这两项利好消息为蜜雪集团带来了显著的股价提振。

作为中国平价现制饮品龙头,蜜雪集团拥有强大的品牌影响力和广泛的门店网络。截至2024年9月底,公司在全国及东南亚拥有45302家门店,其中中国内地40510家,海外4792家。2023年,公司以74亿杯、478亿元人民币终端零售额位列中国第一大、全球第二大的现制饮品龙头,在10元以下价格带市场占有率达31%。分析人士认为,蜜雪集团纳入港股通和恒生综合指数,有望吸引更多内地和海外投资者关注,提升公司的估值水平和流动性。

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