智通财经APP获悉，蜜雪集团(02097)涨超5%，截至发稿，涨5.68%，报502港元，成交额1.34亿港元。
消息面上，5月16日，恒生指数系列季度检讨结果出炉，蜜雪集团获纳入恒生综合指数成份股，变动将于2025年6月6日收市后实施并于2025年6月9日起生效。中金认为，根据此次恒生综指调整情况结合港股通纳入要求，该行预计蜜雪集团或符合港股通纳入范围。另据LiveReport大数据预测，蜜雪集团等预计于6月9日被纳入港股通。
申万宏源近期指出，考虑到蜜雪冰城的高性价比的定位，行业最大规模供应链打造的深厚壁垒，业内唯一超级IP雪王带来的高效营销，以及全球化扩张已得到初步验证，该行认为蜜雪冰城值得一定的估值溢价。该行给予公司25 年39 倍市盈率，得出目标价565 港币，对应11%的上涨空间，首次覆盖给予增持评级。
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