汇丰研究发表报告，首次覆盖蜜雪集团(02097.HK) 予“持有”评级，目标价544.1元。报告称，集团作为内地现制茶龙头企业，行业在内地蓬勃发展，但仍高度分散，进入门槛低。该行留意到两种差异化策略，即成为低端领域的成本领袖，或在中价板块专注单一产品，前者以蜜雪为优，后者以古茗(01364.HK) 领先。蜜雪内地菜单每杯饮品平均仅7元人民币，端到端供应链有助加盟商进入低线城市。而庞大的分店网络有助...
Source Link汇丰研究发表报告，首次覆盖蜜雪集团(02097.HK) 予“持有”评级，目标价544.1元。报告称，集团作为内地现制茶龙头企业，行业在内地蓬勃发展，但仍高度分散，进入门槛低。该行留意到两种差异化策略，即成为低端领域的成本领袖，或在中价板块专注单一产品，前者以蜜雪为优，后者以古茗(01364.HK) 领先。蜜雪内地菜单每杯饮品平均仅7元人民币，端到端供应链有助加盟商进入低线城市。而庞大的分店网络有助...
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