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　　蜜雪集团（02097）早盘一度涨超10%，高见378港元，再创上市新高，较招股价202.5港元累涨超八成。截至发稿，股价上涨8.03%，现报368.80港元，成交额2.72亿港元。

　　太平洋证券指出，公司通过供应链垂直整合实现极致成本控制，以低价策略穿透下沉市场，再以超大规模反哺供应链效率，形成闭环，其护城河在于持续迭代的供应链能力以及规模效应。此外，海外扩张与幸运咖构筑第二增长曲线。东南亚现制饮品市场当前处于高速发展期，预计23-28年CAGR达19.8%，领先全球其他区域，蜜雪为东南亚门店规模最大的茶饮品牌，截至2024年9月海外门店数4792家。公司同时布局日韩澳等发达国家，海外空间广阔。

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