港股异动 | 蜜雪集团(02097)再涨超6% 蜜雪冰城啤酒冲上热搜 机构看好公司拓宽品牌矩阵

智通财经
Oct 15, 2025

智通财经APP获悉,蜜雪集团(02097)再涨超6%,截至发稿,涨5.47%,报439.4港元,成交额1.77亿港元。

消息面上,10月14日,蜜雪冰城啤酒5.9元一杯冲上微博热搜榜。据悉,国庆期间,蜜雪冰城宣布以2.97亿元人民币总价,收购鲜啤福鹿家53%股权。交易完成后,鲜啤福鹿家成为其非全资附属公司,财务业绩将并入集团报表。 蜜雪正式将业务版图从现制茶饮、咖啡延伸至酒精饮品领域。

华源证券发布研报称,啤酒行业市场规模及消费基数庞大,伴随着消费者对高质量、多元化产品需求的不断提升,有望打开鲜啤市场的空间。蜜雪集团原主攻平价茶饮、咖啡,收购后将产品从现制茶饮及咖啡拓展至鲜啤,但仍保持高质平价的产品定位,预计蜜雪集团有望依托现有的供应链优势、加盟商优势等进一步拓展鲜啤领域的品牌势能。

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