港股异动 | 蜜雪集团(02097)再涨超3% 获纳入恒生综指有望入通 大和对其增长前景充满信心

智通财经
May 20, 2025

智通财经APP获悉,蜜雪集团(02097)再涨超3%,截至发稿,涨3.3%,报532.5港元,成交额1.96亿港元。

消息面上,大和发布研报称,首次覆盖蜜雪集团评级,予目标价539港元及“跑赢大市”评级。该行对集团的增长前景充满信心,基于其独一无二的规模经济、在大众市场的领先地位,以及海外扩张的潜力。该行指出,四月外卖平台竞争亦有助带动蜜雪集团的同店销售,料4月同店销售增长逾10%,令市场对集团的预测持续上调,并支持近期股价。

此外,恒生指数系列季度检讨结果公布,蜜雪集团获纳入恒生综合指数成份股,变动将于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。

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