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蜜雪集团

167.300

-4.900-2.85%

成交量：33.27万

成交额：5,586.01万

市值：635.74亿

市盈率：10.69

高：172.900

开：172.200

低：166.000

收：172.200

52周最高：457.755

52周最低：166.000

股本：3.80亿

香港流通股本：1.51亿

量比：2.15

换手率：0.22%

股息：3.08

股息率：1.84%

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：2.03

市盈率(LYR):10.69

市销率: 1.60

数据加载中...

总览公司新闻资讯公告

异动解读｜蜜雪集团盘中上涨3.16%，多家券商密集唱多叠加估值触底反弹

蜜雪集团1年市值蒸发1400亿港元实控人身家蒸发1148亿

【券商聚焦】华兴证券维持蜜雪集团(02097)“买入”评级指真正验证窗口在4Q26

异动解读｜蜜雪集团盘中下跌3.16%，外卖补贴退坡叠加门店扩张见顶持续承压

中银国际：蜜雪集团首予“增持”评级在下沉市场具备强竞争优势

蜜雪冰城升级现磨咖啡，10 亿元补贴加盟商

【券商聚焦】中银证券首予蜜雪集团(02097)“增持”评级指其下沉市场优势显著

异动解读｜蜜雪集团盘中下跌3.07%，外卖补贴退坡叠加门店扩张见顶持续承压

异动解读｜蜜雪集团盘中下跌3.01%，外卖补贴退坡叠加门店扩张见顶持续承压

东吴证券：寻找具备规模及盈利愿景的连锁龙头企业

VC/PE周报｜蜜雪冰城出资15亿元做LP；海洋机器人领域最大单轮融资诞生

每日经济新闻

超越蜜雪冰城！溜溜梅IPO获6586倍超额认购，18万散户打新，上市首日股价一度涨超180%

异动解读｜蜜雪集团盘中下跌3.04%，外卖补贴退坡叠加门店扩张见顶持续承压

蜜雪冰城清华CEO豪掷15亿牵手北大团队：25%净利润投向哪里

异动解读｜蜜雪集团盘中上涨3.07%，15亿投资私募基金叠加战略转型持续提振

港股异动 | 蜜雪集团(02097)午后涨超4% 蜜雪冰城斥资15亿投资私募基金资本运作进入新阶段

异动解读 | 战略调整与IP化推进，蜜雪集团盘中大涨5.08%

异动解读｜蜜雪集团盘中上涨3.26%，股价触及52周低位后技术性反弹

中国银河证券：外卖退坡效应渐显关注茶饮左侧布局机会

1万多家店倒闭，正新鸡排慌了

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14:32","pubTimestamp":1781764335,"startTime":"0","endTime":"0","summary":"研报认为，蜜雪集团是我国现制茶饮第一品牌，截至2025年全球门店总数约6万家，其中三线及以下城市门店占比达58%，在下沉市场具备强竞争优势。参考可比公司，公司估值贴近平均水准，但考虑到下沉市场增长红利、出海领先布局、供应链壁垒及IP变现空间，首次覆盖给予增持评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984083","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","601696"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160805743","title":"异动解读｜蜜雪集团盘中下跌3.07%，外卖补贴退坡叠加门店扩张见顶持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1160805743","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160805743?lang=zh_cn&edition=fundamental","pubTime":"2026-06-18 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12:08","pubTimestamp":1781496481,"startTime":"0","endTime":"0","summary":"超越蜜雪冰城，溜溜梅的IPO火了。对比业内热门标的，溜溜梅的认购热度赶超明星消费股。市场分析认为，溜溜梅此次获得超高认购的重要原因之一，是其国民知名度较高。此次IPO，溜溜梅合计全球发售1146.41万股，所得款项总额将近5亿港元，扣除预估的应付上市开支后，所得款项净额约4.40亿港元。2019年6月，溜溜梅第一次冲刺IPO，向深交所递交A股上市申请，但在同年12月主动撤回。","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://hk.jrj.com.cn/2026/06/15120857468167.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":"jinrongjie_stock","symbols":["BK1587","BK1616","IPOS","BK1233","02097","06658"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186875970","title":"异动解读｜蜜雪集团盘中下跌3.04%，外卖补贴退坡叠加门店扩张见顶持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1186875970","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186875970?lang=zh_cn&edition=fundamental","pubTime":"2026-06-15 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15:51","pubTimestamp":1781250660,"startTime":"0","endTime":"0","summary":"企查查信息显示，日前，蜜雪集团（02097）出资15亿元，成为深圳前海华夏投兴旺科创基金的最大出资人，持股比例高达98.68%。这家有限合伙的执行事务合伙人是深圳前海兴旺投资管理有限公司（下称“兴旺投资”）。公司官网显示，兴旺投资成立于2015年，是专注于硬科技和大消费领域的创业投资机构，总管理规模逾百亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606123769905435.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606123769905435.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":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158072045","title":"异动解读｜蜜雪集团盘中上涨3.07%，15亿投资私募基金叠加战略转型持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072045","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158072045?lang=zh_cn&edition=fundamental","pubTime":"2026-06-12 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战略调整与IP化推进，蜜雪集团盘中大涨5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150196019","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150196019?lang=zh_cn&edition=fundamental","pubTime":"2026-06-11 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13:17","pubTimestamp":1781155042,"startTime":"0","endTime":"0","summary":"6月11日，蜜雪集团盘中上涨3.26%，报272.2港元/股，成交额5447.98万港元。该股此前连续回调，盘中一度触及250.2港元，逼近52周最低价250港元。消息面上，公司近期多重战略动作密集落地。此外，公司当前市盈率仅约15倍，处于历史极低区间，在股价逼近52周低位后吸引资金回补。公司所在餐馆行业中，美团跌0.19%，百胜中国涨0.53%，海底捞跌2.29%，蜜雪集团表现相对领先。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642486104","title":"中国银河证券：外卖退坡效应渐显 关注茶饮左侧布局机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2642486104","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642486104?lang=zh_cn&edition=fundamental","pubTime":"2026-06-10 14:08","pubTimestamp":1781071729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国银河证券发布研报称，基于股价先行反映退补预期，认为当前龙头公司股价已在左侧筑底过程中，蜜雪、古茗FY26PE均回调至15X附近，建议关注龙头公司基本面拐点/催化。参考美团、阿里财报及业绩会，4-5月外卖平台补贴进一步放缓已是确定性趋势，该行预计5月开始，行业同店流水至少将普遍转负至9月。参考美团洞察数据，该行预计茶饮行业GMV规模在2400-2500亿之间，而现制咖啡/酸奶/冰淇淋GMV在1900亿/100亿/100亿左右。","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://www.zhitongcaijing.com/content/detail/1452449.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_zhitongcaijing","symbols":["BK1564","02097","BK1587","LU0211977185.USD","BK0188","161027","BK1616","BK0276","LU2488822045.USD","01364","06881","601881","BK1233","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642461759","title":"1万多家店倒闭，正新鸡排慌了","url":"https://stock-news.laohu8.com/highlight/detail?id=2642461759","media":"盐财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642461759?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 17:28","pubTimestamp":1780997322,"startTime":"0","endTime":"0","summary":"但在启动IPO的好消息传出的同时，正新鸡排正深陷关店潮。同一时点，塔斯汀的门店数1.2万多家，华莱士接近2万家，蜜雪冰城超过了4.6万家。在社交平台上，关于正新鸡排的负面评价在2023年后呈爆发式增长。不少食客表示，正新鸡排渐渐地“失了初心”。食客吐槽正新鸡排面皮越来越厚口碑下跌的同时，关店潮席卷而来。他同时指出，正新鸡排最新在册营业门店数量约1.5万家。","market":"sh","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.ifeng.com/c/8tosTkc8mHB","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":"fenghuang_stock","symbols":["IPOS","BK1587","02097","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}