东吴证券发表研报指,蜜雪集团作为平价现制饮品龙头,自建端对端全流程供应链体系打造核心壁垒,IP化品牌营销塑造品牌心智。另外,该公司以加盟模式深耕下沉市场,推进品牌出海,持续巩固行业地位。东吴证券预计,蜜雪集团2024至2026财年归母净利润将分别为43.8亿、51.2亿及59.4亿元,对应市盈率分别为28、24及21倍。东吴证券亦指,蜜雪集团的核心优势是品牌势能及在平价现制饮品市场的统治力,且在...
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