智通财经APP获悉，蜜雪集团(02097)上市首日高开高走，尾盘涨幅扩大至46%，总市值突破1100亿港元。截至发稿，涨44.1%，报291.8港元，成交额41.97亿港元。
公开资料显示，蜜雪集团是一家领先的现制饮品企业，聚焦为广大消费者提供单价约6元人民币(约1美元)的高质平价的D现制果饮、茶饮、冰淇淋和咖啡等产品。根据灼识咨询的报告，按照截至2024年9月30日的门店数计，蜜雪集团是中国及全球最大的现制饮品企业。按照2023年的饮品出杯量计，蜜雪集团是中国第一、全球第二的现制饮品企业。
国证国际指出，蜜雪集团此次IPO发行价为202.5港元，发行后总市值约为763.5亿港元（不包括超额配售）。招股书中预期24年净利润约为44亿人民币，就此计算的IPOPE倍数为15.9x，略低于已上市同行的估值。另外公司账面现金较多，截止24年9月现金+理财有104亿人民币，如果扣除净现金，上市估值对应24年净利润的PE仅为13.5x，估值水平较低。
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