当锅圈不再只是“锅圈”:一个“社区央厨”的稀缺性

市值风云
Oct 27, 2025

伴随着“中国味道”的出圈与出海,利润翻倍只是开始。作者 |萧瑟编辑 |小白上半年,新式茶饮巨头蜜雪集团(2097.HK)正式登陆港交所,以市值迅速突破千亿的耀眼成绩,让市场重新认识到“国民级”消费IP的重要性。而当风云君循着蜜雪“供应链赋能加盟”的商业图谱探寻后,又发现了另一个与亿万家庭餐桌息息相关的“隐形巨头”——锅圈(2517.HK)。同样是庞大的万店规模,同样是切入下沉市场的极致性价比策略,...

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