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蜜雪集团

172.200

+0.3000.17%

成交量：29.82万

成交额：5,185.39万

市值：654.36亿

市盈率：11.00

高：177.900

开：171.900

低：171.300

收：171.900

52周最高：457.755

52周最低：169.100

股本：3.80亿

香港流通股本：1.51亿

量比：2.69

换手率：0.20%

股息：3.09

股息率：1.79%

每股收益(LYR):15.653

净资产收益率：22.82%

总资产收益率：14.05%

市净率：2.09

市盈率(LYR):11.00

市销率: 1.65

数据加载中...

总览公司新闻资讯公告

美团、蜜雪等巨头杀入！记者实探打酒铺：月入4万元才能活下去，千亿散酒江湖“大逃杀”开启？

每日经济新闻

新茶饮六巨头“踩刹车” 谁能跑赢下半场？

中国经营网

蜜雪集团(02097)于11月6日派发特别股息每股2.65元

蜜雪集团（02097）将于2026年9月30日召开临时股东会审议特别股息分配方案

异动解读｜蜜雪集团盘中下跌3.1%，中报增收不增利叠加多家券商下调评级持续承压

【券商聚焦】招银国际：重点港股消费股的仓位结构趋于稳定

蜜雪冰城遭遇“成长的烦恼”

唯可鲜闯关北交所：蜜雪冰城、瑞幸撑起近六成收入，上半年净利下滑23%

太平洋证券：蜜雪集团(02097)26H1收入同比增2.3% 供应链与品牌护城河支撑长期发展

蜜雪集团8月股份变动月报：股本维持稳定

【券商聚焦】华兴证券下调蜜雪集团（02097）评级至持有指短期逻辑转向同店

今日数据精选：世界已进入极端天气“危险区”；大厂追讨.ai域名

六家新茶饮上半年业绩分化明显，告别门店高速扩张后增量在哪

《大行》大和削蜜雪(02097.HK)目标价近36%至225元行业股更偏好古茗(01364.HK)

阿斯达克财经

【券商聚焦】开源证券维持蜜雪集团（02097）增持评级指利润下滑系主动战略投入

“雪王”猛踩刹车，蜜雪集团能否大象转身？

蜜雪换挡三年升级周期：供给端提质，需求端押注IP

华尔街见闻

蜜雪集团15个月股价跌66% 张氏兄弟身家蒸发1257亿港元

【券商聚焦】华鑫证券维持蜜雪集团（02097）买入评级指下沉市场效果显著

海量财经 | 开店神话落幕？雪王增速 “踩刹车”，开店万店利润反降

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18:45","pubTimestamp":1789123545,"startTime":"0","endTime":"0","summary":"蜜雪集团9月11日发布公告称，公司计划于2026年9月30日15时30分在中国河南省郑州市郑东新区圃田西路与动力南路交叉口东南角蜜雪集团办公楼A栋7楼会议室召开2026年第一次临时股东会，提请股东审议并酌情批准公司特别股息分配方案的普通决议案。为确定有权出席临时股东会并投票的股东名单，公司将自2026年9月25日至2026年9月30日暂停办理H股股份过户登记。凡于2026年10月12日名列公司股东名册的H股股东将有权收取特别股息。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106866046","title":"异动解读｜蜜雪集团盘中下跌3.1%，中报增收不增利叠加多家券商下调评级持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1106866046","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106866046?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 14:53","pubTimestamp":1789023195,"startTime":"0","endTime":"0","summary":"9月10日，蜜雪集团盘中下跌3.1%，报193.8港元，成交额4852.14万港元，股价续创52周新低。消息面上，公司此前披露上半年业绩，实现收入152.16亿元，同比仅增2.3%，归母净利润22.96亿元，同比下降14.7%，为上市以来公开半年报周期内首次利润同比下滑。门店数同比增长约21%至63987家，但收入增速远低于开店速度，暗示国内单店营收出现双位数下滑。近期华兴证券将评级下调至持有，目标价大幅下调45%至211.50港元；Jefferies同样下调至持有，目标价调至252港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"蜜雪集团盘中下跌，增收不增利叠加券商降级","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666630557","title":"【券商聚焦】招银国际：重点港股消费股的仓位结构趋于稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2666630557","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666630557?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 13:21","pubTimestamp":1789017678,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，截至9月8日的两周，重点港股消费股的仓位结构趋于稳定。平均未平仓沽空占自由流通股比例微升0.1ppt至8.8%，仍处于近半年高位附近；随着中报季成交回归常态，空头回补天数由8.5天回落至8.3天。南下持股占自由流通股比例上升0.8ppt至31.7%，为1Q26以来首次显著回升，尽管8月南向资金整体净流入约104亿港元，较7月的约629亿港元明显放缓。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991290","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1770036033.HKD","LU0307460666.USD","02097","09992","LU1880383440.USD","LU0359201612.USD","SG9999002950.SGD","BK1207","BK1587","SGXZ86797644.SGD","LU2543165471.USD","KCE","LU0499858438.USD","02555","LU1023057109.AUD","00325","01364","SGXZ90724238.SGD","LU0211977185.USD","02589","LU0359201885.HKD","LU0164865239.USD","LU0039217434.USD","LU0593848301.USD","IE0034224299.USD","SG9999001051.SGD","LU0149721374.USD","LU0871576103.HKD","159735","LU0531971595.HKD","LU0611395673.USD","LU0164880469.USD","LU0572944931.SGD","LU0345776255.USD","LU2488822045.USD","02150","LU0823426308.USD","LU0348767384.USD","BK1544","BK1233","LU0823426480.USD","06181","LU1880383366.USD","02367","LU0231483743.USD","01318","LU0359202008.SGD","BK1616","BK1246","09896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666587267","title":"蜜雪冰城遭遇“成长的烦恼”","url":"https://stock-news.laohu8.com/highlight/detail?id=2666587267","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666587267?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 19:04","pubTimestamp":1788951840,"startTime":"0","endTime":"0","summary":"蜜雪冰城遭遇“成长的烦恼”文波蜜雪冰城最近的日子，主打一个动荡。这是蜜雪冰城自公开财务数据以来，首次出现半年度净利润的负增长。而到了8月30日，蜜雪冰城官方又宣布其会员总量正式突破5亿大关，庞大的用户基数再次证实了蜜雪冰城作为“国民级茶饮”的地位。对于蜜雪冰城而言，供应链的生态化与平台化有可能成为其未来的第三大突围方向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-09-09/doc-inirfumq5626494.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1616","BK1587","02097","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666858270","title":"唯可鲜闯关北交所：蜜雪冰城、瑞幸撑起近六成收入，上半年净利下滑23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666858270","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666858270?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 18:52","pubTimestamp":1788951157,"startTime":"0","endTime":"0","summary":"2025年，唯可鲜前五大客户依次为蜜雪冰城、瑞幸咖啡、海底捞、盒马和添牛商贸。其中，蜜雪冰城与瑞幸咖啡两大头部客户合计贡献销售额5.08亿元，占当期营收比重达58.49%，双寡头客户贡献了唯可鲜近六成的收入基本盘。但唯可鲜的业绩在上半年出现拐点。但归母净利润仅为3319.56万元，较去年同期下降22.77%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788951040987669623","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4610","BK1233","02097","BK1616","BK4209","LKNCY","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666130934","title":"太平洋证券：蜜雪集团(02097)26H1收入同比增2.3% 供应链与品牌护城河支撑长期发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2666130934","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666130934?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 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17:09","pubTimestamp":1788512940,"startTime":"0","endTime":"0","summary":"蜜雪集团（02097）于2026年9月4日发布2026年8月份股份变动月报。公告显示，截至2026年8月31日，公司法定/注册股本总额约为人民币379,618,800元，其中包括150,883,058股在香港联交所上市的H股及228,735,742股非上市普通股。报告期内，两类股份均无增减变动，股本结构与上月保持一致。\n公告称，8月期间公司未发生新增发行、股份购回或注销、库存股变动等事项，已发行股份数量与类型保持不变。公司同时确认满足此前上市时要求的最低公众持股量要求，现有股权结构稳健。\n公司表示，将持续遵守香港联交所《上市规则》及相关法律法规。本次月报由联席董事长及执行董事张红甫签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664387883","title":"【券商聚焦】华兴证券下调蜜雪集团（02097）评级至持有 指短期逻辑转向同店","url":"https://stock-news.laohu8.com/highlight/detail?id=2664387883","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664387883?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 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大厂追讨.ai域名","url":"https://stock-news.laohu8.com/highlight/detail?id=2664802334","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664802334?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 06:04","pubTimestamp":1788473047,"startTime":"0","endTime":"0","summary":"【宏观经济及政策】“世界已进入极端天气‘危险区’！”世界气象组织发布警告世界气象组织9月3日发布公报，厄尔尼诺事件已确认出现，预计将在数月内增强为超强厄尔尼诺事件，对全球降雨和温度模式产生重大影响，相关极端天气风险将持续至2027年。公报说，受热带太平洋异常温暖的海洋条件推动，此次厄尔尼诺的强度可能在今年年底达到顶峰，且该事件持续至2027年2月的“可能性极高，接近100%”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043864473261.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609043864473261.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02589","BK1587","BK4526","LU0211977185.USD","01364","BK1616","LU0348766576.USD","LU2488822045.USD","LU1171460220.USD","CHA","BK1233","LU0348767384.USD","BK4539","02097","BK4209","02150","BK4610","LU2279858448.HKD","02555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664871338","title":"六家新茶饮上半年业绩分化明显，告别门店高速扩张后增量在哪","url":"https://stock-news.laohu8.com/highlight/detail?id=2664871338","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664871338?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 19:39","pubTimestamp":1788435540,"startTime":"0","endTime":"0","summary":"新茶饮品牌存量竞争时代到来。近日，蜜雪集团（2097.HK）、古茗（1364.HK）、茶百道（2555.HK）、沪上阿姨（2589.HK）、奈雪的茶（2150.HK）以及霸王茶姬（NASDAQ:CHA）陆续披露了2026年上半年业绩。据记者梳理，今年上半年，六家新茶饮上市公司合计实现营收超过367亿元，同比增长约9%；合计净利超过53亿元，同比下滑超2.7%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864238612.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033864238612.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CHA","BK1587","LU0211977185.USD","BK1616","LU0348767384.USD","LU2279858448.HKD","02589","BK4539","02555","01364","BK1233","LU2488822045.USD","02150","02097","BK4209","LU0348766576.USD","BK4526","LU1171460220.USD","BK4610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663780730","title":"《大行》大和削蜜雪(02097.HK)目标价近36%至225元  行业股更偏好古茗(01364.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2663780730","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663780730?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 15:47","pubTimestamp":1788162420,"startTime":"0","endTime":"0","summary":"大和发表研究报告指，蜜雪集团上半年同店销售按年跌逾10%，纯利按年下降15%。由于补贴缩减及竞争加剧，公司的同店销售额增长前景更加不明朗。该行指出，就规模与效率而言，蜜雪在大众市场的领先地位仍然稳固，但仍需等待其同店销售增长与利润率于明年稳定下来，将其目标价由350元削减35.7%至225元，续予“持有”评级。在行业股中，该行仍然偏好古茗多于蜜雪。沽空资料截至 2026-08-31 12:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140014404_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140014404_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542150/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542150/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01364","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663507828","title":"【券商聚焦】开源证券维持蜜雪集团（02097）增持评级 指利润下滑系主动战略投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2663507828","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663507828?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 15:44","pubTimestamp":1788162283,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券发布研报指，蜜雪集团 2026年上半年实现收入152.16亿元，同比+2.3%；期内利润23.19亿元，同比-14.7%；母公司拥有人应占利润22.96亿元，同比-14.7%。开源证券认为，本轮利润下滑系公司主动战略投入与行业阶段性竞争加剧共振的结果而非经营失速，供应链、品牌IP与全球化壁垒仍在加固，维持“增持”评级。“真鲜纯”战略整体预计三年完成，管理层指本轮投入指向下一代周期的核心壁垒。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990079","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097","161027","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663560022","title":"“雪王”猛踩刹车，蜜雪集团能否大象转身？","url":"https://stock-news.laohu8.com/highlight/detail?id=2663560022","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663560022?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 13:31","pubTimestamp":1788154266,"startTime":"0","endTime":"0","summary":"“雪王”猛踩刹车读完蜜雪集团2026年中期业绩报告，给人一种强烈的割裂感：蜜雪冰城门店里《我爱你》歌曲继续霸屏，顾客手拿柠檬水进进出出，公司整体经营状况却已疲软。当然，蜜雪集团仍是国内现制茶饮NO.1，规模优势依然存在。这说明，蜜雪集团过去依赖扩张拉动增长的效能正在衰减。2026年上半年，蜜雪集团海外门店合计4378家，同比减少355家。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788137197636793719","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1587","BK1233","BK1616","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662091745","title":"蜜雪换挡三年升级周期：供给端提质，需求端押注IP","url":"https://stock-news.laohu8.com/highlight/detail?id=2662091745","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662091745?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 22:51","pubTimestamp":1787928676,"startTime":"0","endTime":"0","summary":"开店不再是第一目标","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780595","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1587","BK1233","BK1616","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662063772","title":"蜜雪集团15个月股价跌66% 张氏兄弟身家蒸发1257亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662063772","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662063772?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 17:19","pubTimestamp":1787908742,"startTime":"0","endTime":"0","summary":"中国经济网北京8月28日讯 蜜雪集团 港股今日收报211.600港元，跌幅7.112%。　　蜜雪集团2025年6月4日收盘价创下历史收盘价高点615.50港元，近15个月股价累计跌幅65.62%。　　张红超、张红甫兄弟控制的非上市股份占公司股本总额合计53.26%，控制的H股股份占公司股本总额合计28.74%，共计82%。以此比例计算，张红超、张红甫兄弟控制的股份近一年市值蒸发约1257.228亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260828/32351920.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1587","02097","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662068256","title":"【券商聚焦】华鑫证券维持蜜雪集团（02097）买入评级 指下沉市场效果显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2662068256","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662068256?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 16:49","pubTimestamp":1787906989,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华鑫证券发布研报指，蜜雪集团 2026H1总营收152.16亿元，同比增长2.3%；净利润23.19亿元，同比减少14.7%。行政开支同比增长39.4%，系人力成本增加。综合作用下，净利率同比下降3个百分点至15.2%。门店网络继续扩张，下沉市场效果显著。加盟商数量同比增加6371家至29775家。城市分布方面，三线及以下城市门店同比增加6786家至34590家，公司持续下沉乡镇市场。华鑫证券预计公司2026-2028年EPS分别为14.10/16.29/18.24元，当前股价对应PE分别为14/12/11倍，维持“买入”投资评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989935","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097","KCE","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662530990","title":"海量财经 | 开店神话落幕？雪王增速 “踩刹车”，开店万店利润反降","url":"https://stock-news.laohu8.com/highlight/detail?id=2662530990","media":"海报新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662530990?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 11:38","pubTimestamp":1787888280,"startTime":"0","endTime":"0","summary":"海报新闻记者张卿彬报道港股茶饮龙头蜜雪集团（02097.HK）8月27日披露2026年上半年中期业绩报告。这份财报打破了蜜雪集团过往一路高歌的增长神话：营收仅小幅上行，利润迎来上市以来公开半年报周期内首次同比下滑。与此同时，二级市场迅速反应，当日盘中股价最大跌幅超11%。曾经靠“跑马圈地”实现腾飞的雪王，站在了从规模优先转向质量竞争的十字路口。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608283857904867.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608283857904867.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1616","02097","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}