蜜雪集团(02097)涨逾6% 股价较上市价已翻倍机构指其在平价现制饮品市场具备统治力

金吾财讯

Mar 11

金吾财讯 | 蜜雪集团(02097)临近午盘发力，截至发稿，涨幅扩至6.05%，报417.2港元，成交额6.85亿港元。该股现价较上市价202.5港元累升超1倍。东吴证券表示，不仅从店数来看蜜雪断层式领先，“雪王”这个IP的国民级程度也是在现制饮品中遥遥领先的，抖音上#蜜雪冰城话题讨论次数达435亿次，包括雪王IP的二创和MEME传播程度，是断层领先其他品牌的。该行表示，预测公司2024-2026年归母净利润为43.8/51.2/59.4亿元，对应PE为28/24/21倍。该行认为蜜雪集团的核心优势是品牌势能和在平价现制饮品市场的统治力，且在出海方面值得期待，类比近一年新上市的一些强势能品牌如毛戈平和老铺黄金，公司有望享有估值溢价，目标PE为2026年30x，对应目标价509港元，目标市值1931亿港币。首次覆盖，给予“买入”评级。浙商证券报告指出，蜜雪集团是一家全球领先的现制饮品企业，该行预计2024-2026 年将实现营业收入257/303/341 亿元，归母净利润分别为44/49/56 亿元，对应PE 分别为28x/25x/23x。考虑到蜜雪冰城的运营能力强、市场占有率高、在国内市场具有较大的发展潜力，该行认为公司可享估值溢价，首次覆盖，给予蜜雪冰城“增持”评级。

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Institutions say it has dominance in the affordable ready-made beverage market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02097":1},"content_text":"金吾财讯 | 蜜雪集团(02097)临近午盘发力，截至发稿，涨幅扩至6.05%，报417.2港元，成交额6.85亿港元。该股现价较上市价202.5港元累升超1倍。东吴证券表示，不仅从店数来看蜜雪断层式领先，“雪王”这个IP的国民级程度也是在现制饮品中遥遥领先的，抖音上#蜜雪冰城话题讨论次数达435亿次，包括雪王IP的二创和MEME传播程度，是断层领先其他品牌的。该行表示，预测公司2024-2026年归母净利润为43.8/51.2/59.4亿元，对应PE为28/24/21倍。该行认为蜜雪集团的核心优势是品牌势能和在平价现制饮品市场的统治力，且在出海方面值得期待，类比近一年新上市的一些强势能品牌如毛戈平和老铺黄金，公司有望享有估值溢价，目标PE为2026年30x，对应目标价509港元，目标市值1931亿港币。首次覆盖，给予“买入”评级。浙商证券报告指出，蜜雪集团是一家全球领先的现制饮品企业，该行预计2024-2026 年将实现营业收入257/303/341 亿元，归母净利润分别为44/49/56 亿元，对应PE 分别为28x/25x/23x。考虑到蜜雪冰城的运营能力强、市场占有率高、在国内市场具有较大的发展潜力，该行认为公司可享估值溢价，首次覆盖，给予蜜雪冰城“增持”评级。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}