智通财经APP获悉，蜜雪集团(02097)涨超4%，截至发稿，涨4.03%，报554.5港元，成交额4.11亿港元。
消息面上，建银国际发布研报称，在对高性价比优质产品需求不断增长的背景下，尤其是在宏观经济不确定时期，该行相信蜜雪集团在高增长的大众市场中的主导地位将使其保持持续增长。报告指，蜜雪集团的显著成功，深植于其在中国现制饮品市场中快速增长的大众市场领域的战略主导地位。凭借其强大的供应链，蜜雪集团的平均售价显著低于主要竞争对手，甚至接近主要即饮饮料公司的平均售价。这一定价策略精准地迎合了大众市场中价格敏感但又渴望高品质的消费群体，以及在宏观经济不确定性下，消费降级带来的对高性价比产品的日益增长的需求。
此外，国金证券指出，近期京东提升商户补贴，继续积极关注平台补贴力度&茶饮品牌交易机会。茶饮咖啡依旧是外卖平台主要补贴品类之一。高盛指出，预计即制饮品受惠内地外卖平台补贴计划，上调蜜雪冰城2025至2027年盈利预测2%至3%，反映更快的门店扩张以及中国市场门店商品成交额的稳健增长。
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