《大行》高盛降蜜雪集团(02097.HK)今明两年盈测 目标价下调至450元

阿斯达克财经
Mar 25

高盛研究报告指出,蜜雪集团(02097.HK) 在业绩发布后的分析员会议上,为2026年提出新展望。集团将放缓“蜜雪冰城”品牌及“幸运咖”在中国的开店步伐,转为关注现有门店的质量与盈利能力,同时预计海外门店数量在精简表现欠佳的店铺后将恢复增长,“福鹿家啤酒”亦预期将于今年稳步扩张。该行认为,集团今年毛利率将按年下跌,主要由于优质原材料成本上升、咖啡业务占比增加、为加盟商提供支援并改善员工福利等因素...

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