3月6日盘中,蜜雪集团(02097)即蜜雪冰城股价再度拉涨。截至午盘,公司股价报338.2港元/股,涨幅达到13.87%。公司市值增长至1284亿港元,半日增加157亿港元。
受此影响,其他新茶饮公司,奈雪的茶(02150)涨幅达到12.74%报1.77港元,市值30亿港元。茶百道(02555)涨幅为4.07%,股价午盘收于9.46港元/股,市值达到140亿港元。
另一家上市不久的新茶饮公司古茗(01364)也有1.46%的涨幅,早盘股价收于11.1港元。
此前,蜜雪冰城上市冻资1.84万亿港元,创造了港股市场新股认购的新纪录,成为港股上市“冻资王”。
3月3日蜜雪冰城正式上市,公司开盘价为262港元/股,较202.5港元/股的发行价大涨29.38%。当日收盘,蜜雪冰城报290港元,涨幅43.21%,总市值达到1093亿港元。按发行价计算,打新一手赚近6000元,约等于1000杯蜜雪冰城奶茶。
蜜雪冰城是国内平价现制饮品龙头,主销产品定位单价约6元的现制果饮、茶饮、冰淇淋和咖啡等产品。公司主要收入来源为向盟店销售商品及设备。
截至2024年9月,蜜雪冰城有超4.5万家门店,包括近4万家中国内地门店及约4800家境外门店,是中国第一、全球第四的现制饮品企业,在中国及全球的市场份额分别约11.3%及2.2%。
2024年前9个月,蜜雪冰城收入增长21.2%至187亿元,净利润同比增长42.3%至35亿元。
(文章来源:财中社)
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