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蜜雪集團
187.000
-0.900
-0.48%
手動刷新
成交量:
11.88萬
成交額:
2,226.91萬
市值:
710.60億
市盈率:
10.22
高:
189.000
開:
187.900
低:
185.200
收:
187.900
52周最高:
465.800
52周最低:
185.000
股本:
3.80億
香港流通股本:
1.51億
量比:
1.05
換手率:
0.08%
股息:
- -
股息率:
- -
每股收益(LYR):
18.298
淨資產收益率:
22.82%
總資產收益率:
14.05%
市淨率:
2.27
市盈率(LYR):
10.22
市銷率:
1.79
資料載入中...
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公司
新聞資訊
公告
蜜雪集團破發:規模神話走到十字路口
市场资讯
·
昨天
蜜雪集團15個月股價跌7成 張氏兄弟身家蒸發1332億港元
中金财经
·
昨天
《大行》摩通:中國消費板塊上半年艱苦推進 下半年市場預期仍偏高
阿斯达克财经
·
昨天
異動解讀|蜜雪集團盤中下跌3.01%,增長敍事失靈股價持續承壓
行情直击
·
昨天
美團、蜜雪冰城殺入,記者實探打酒鋪:月入4萬元才能活下去,散酒江湖「現實很骨感」?
每日经济新闻
·
09/14
股價破發,市值縮水,蜜雪集團的增長敍事失靈了
尺度商业
·
09/14
美團、蜜雪等巨頭殺入!記者實探打酒鋪:月入4萬元才能活下去,千億散酒江湖「大逃殺」開啓?
每日经济新闻
·
09/13
新茶飲六巨頭「踩剎車」 誰能跑贏下半場?
中国经营网
·
09/12
蜜雪集團(02097)於11月6日派發特別股息每股2.65元
智通财经
·
09/11
蜜雪集團(02097)將於2026年9月30日召開臨時股東會 審議特別股息分配方案
公告速递
·
09/11
異動解讀|蜜雪集團盤中下跌3.1%,中報增收不增利疊加多家券商下調評級持續承壓
行情直击
·
09/10
【券商聚焦】招銀國際:重點港股消費股的倉位結構趨於穩定
金吾财讯
·
09/10
蜜雪冰城遭遇「成長的煩惱」
市场资讯
·
09/09
唯可鮮闖關北交所:蜜雪冰城、瑞幸撐起近六成收入,上半年淨利下滑23%
蓝鲸财经
·
09/09
太平洋證券:蜜雪集團(02097)26H1收入按年增2.3% 供應鏈與品牌護城河支撐長期發展
智通财经
·
09/09
蜜雪集團8月股份變動月報:股本維持穩定
公告速递
·
09/04
【券商聚焦】華興證券下調蜜雪集團(02097)評級至持有 指短期邏輯轉向同店
金吾财讯
·
09/04
今日數據精選:世界已進入極端天氣「危險區」; 大廠追討.ai域名
上观新闻
·
09/04
六家新茶飲上半年業績分化明顯,告別門店高速擴張後增量在哪
澎湃新闻
·
09/03
《大行》大和削蜜雪(02097.HK)目標價近36%至225元 行業股更偏好古茗(01364.HK)
阿斯达克财经
·
08/31
更多
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20:23","pubTimestamp":1789388599,"startTime":"0","endTime":"0","summary":"在传统酒业增长承压之际,新式散酒赛道逆势崛起,市场规模突破千亿元,打酒铺成为酒业炙手可热的市场。美团歪马、盒马等零售巨头接连“杀入”,蜜雪冰城也跨界布局,老牌酒企与新兴连锁品牌同台竞技,赛道形成三方混战格局。但赛道爆火之下,打酒铺门店是一如想象的美好,还是同样难逃现实的“骨感”?为摸清打酒铺真实生存状态,每日经济新闻·将进酒记者以消费者身份实地蹲守成都10余家打酒铺。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609143873615221.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/202609143873615221.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":["IE00B3M56506.USD","LU0173614495.USD","LU0181495838.USD","LU1807302812.USD","IE0008368742.USD","LU0633140727.USD","LU0165289439.USD","LU0345775950.USD","LU0588545730.USD","LU0039217434.USD","LU1064131003.USD","LU0672654166.SGD","LU0244354667.USD","LU0449515922.USD","LU0348735423.USD","LU0417516738.SGD","000596","LU0577902371.SGD","LU0823426480.USD","LU1152091168.USD","LU0326950275.SGD","LU1813983027.USD","LU1328615791.USD","LU0588546209.SGD","LU0594300419.USD","LU0164872284.USD","LU2476274308.USD","LU0320764755.SGD","HMTD.SI","KWEB","LU0823038988.USD","LU1102505762.USD","LU0314109678.HKD","SG9999001903.USD","LU1734074674.USD","LU0196878994.USD","LU1868838027.USD","LU0683595622.HKD","LU2097828557.USD","LU0650527681.SGD","LU1868837565.USD","LU0828237940.HKD","LU0856984785.SGD","LU0918141887.USD","LU0164880469.USD","IE00BPRC5H50.USD","LU2257852520.SGD","BK1604","LU0164865239.USD","LU0132412106.USD","LU0821914370.USD","BK0215","LU0327786744.USD","LU0823039010.USD","LU0868486357.SGD","LU1064130708.USD","LU0011963245.USD","BK1575","LU0634319403.HKD","IE0032431581.USD","LU1105468828.SGD","LU0456827905.SGD","LU0588545904.SGD","LU1102505929.USD","BK0028","LU0231483743.USD","LU0348814723.USD","LU0873338254.USD","LU0593848301.USD","LU0501845795.SGD","LU0287142896.SGD","LU0047713382.USD","BK1583","LU0149721374.USD","LU0348825331.USD","LU0594300179.USD","LU0307460666.USD","LU0049853897.USD","LU0918141705.HKD","SG9999002463.SGD","LU0269904917.USD","BK0188","LU2125910500.SGD","LU1481107354.HKD","LU0251144936.SGD","MPNGY","LU0737861699.HKD","LU1688375341.USD","LU0819121731.USD","LU0128522157.USD","BK1589","LU1719994722.HKD","LU0320764599.SGD","LU0143863784.USD","LU0572944931.SGD","SG9999000459.SGD","LU0499858602.USD","SG9999002828.SGD","LU0456846285.SGD","LU0345776255.USD","LU2148510915.USD","LU0359201612.USD","BK1142","LU0700851271.USD","LU0463099449.HKD","LU0052750758.USD","LU1328277881.USD","LU2778985437.USD","LU1282648689.USD","LU0072462343.USD","LU0140636845.USD","LU0315178854.USD","BK1615","LU0577902611.USD","LU0979878070.USD","LU2152927971.USD","LU1880383440.USD","BK1587","LU0048580855.USD","LU2097828474.EUR","LU2242644610.SGD","LU0143863198.USD","BK1521","IE00B5MMRT66.SGD","LU0048597586.USD","LU0067412154.USD","LU1023057109.AUD","03690","BK1618","LU1188198961.HKD","LU0054237671.USD","BK0187","LU0878005551.USD","LU0348805143.USD","LU0509642566.USD","LU1048596156.SGD","LU1880383366.USD","LU0543330483.HKD","BK1616","IE00BF5LJ272.USD","LU0541502299.USD","LU2045819591.USD","LU2097828805.USD","LU0043850808.USD","LU0359201885.HKD","LU0348816934.USD","LU0577902454.USD","BK1591","LU2226246903.HKD","IE0034224299.USD","LU0117841782.USD","SG9999002562.SGD","BK1610","LU2087589342.USD","LU2039709279.SGD","LU0214875030.USD","LU1770034418.SGD","LU0348788117.USD","LU0880133367.SGD","LU0589944569.HKD","IE00B29SXG58.USD","LU1242518931.SGD","LU2097828714.EUR","LU0211977185.USD","LU0633140560.USD","LU1242518857.USD","IE00B0JY6N72.USD","BK1233","LU0455707207.USD","LU0449509016.USD","LU0541501648.USD","LU1251922891.USD","LU1808992512.USD","LU2097828631.EUR","LU0819123356.HKD","LU1048588211.SGD","LU0561508036.HKD","SG9999000327.SGD","SG9999001689.USD","LU0054450605.USD","LU0228659784.USD","LU1226287529.USD","LU0865486749.SGD","LU0326948709.USD","LU0348827113.USD","LU1831875114.USD","LU1675838814.USD","LU0106252389.USD","IE00B031HY20.USD","LU0797268264.HKD","LU2399975544.HKD","SG9999006597.SGD","LU1961090484.USD","LU1794554557.SGD","LU0431992006.USD","LU0823426308.USD","LU2476274720.SGD","LU1868837722.USD","LU0370786039.SGD","IE0008369823.USD","LU0588545490.SGD","LU1720050803.USD","IE00B543WZ88.USD","LU0828238088.HKD","LU0502904849.HKD","LU1008478684.HKD","LU0540923850.HKD","LU1152091754.HKD","LU0823041008.USD","LU1224709979.USD","02097","LU0708995583.HKD","LU0261950983.USD","LU1770036033.HKD","LU0577902298.EUR","LU0577902538.SGD","LU1993786604.SGD","LU0823040885.USD","LU0605514214.HKD","LU0499858438.USD","LU1303224171.USD","LU0051755006.USD","LU0072913022.USD","LU0417516902.SGD","LU0531971595.HKD","LU2488822045.USD","SG9999014674.SGD","LU0210526637.USD","LU0871576103.HKD","LU0828237510.HKD","LU1960683339.HK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19:54","pubTimestamp":1789300499,"startTime":"0","endTime":"0","summary":"在传统酒业增长承压之际,新式散酒赛道逆势崛起,市场规模突破千亿元,打酒铺成为酒业炙手可热的增量市场。美团歪马、盒马等零售巨头接连“杀入”,蜜雪冰城也跨界布局,老牌酒企与新兴连锁品牌同台竞技,赛道形成三方混战格局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609133872860596.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/202609133872860596.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":["LU0588545490.SGD","LU0228659784.USD","LU1188198961.HKD","IE00B29SXG58.USD","LU1734074674.USD","LU0828238088.HKD","LU1251922891.USD","BK1591","LU0594300179.USD","BK1616","LU0049853897.USD","LU0577902611.USD","LU1770034418.SGD","LU0878005551.USD","SG9999001903.USD","LU0039217434.USD","LU0700851271.USD","LU0320764755.SGD","IE0008368742.USD","LU0326948709.USD","METmain","LU2097828474.EUR","LU0052750758.USD","LU0463099449.HKD","IE00B543WZ88.USD","LU1960683339.HKD","BK0012","LU0181495838.USD","LU0577902298.EUR","LU0588545730.USD","LU0455707207.USD","IE00B5MMRT66.SGD","IE0032431581.USD","KWEB","LU0359202008.SGD","BK0188","LU0541501648.USD","SG9999014674.SGD","IE00B3M56506.USD","SG9999001689.USD","LU0165289439.USD","LU0650527681.SGD","LU1105468828.SGD","BK0077","LU0348827113.USD","LU0499858602.USD","LU0047713382.USD","LU0196878994.USD","LU0633140560.USD","LU0823039010.USD","LU1328277881.USD","SG9999002562.SGD","LU0823040885.USD","LU0737861699.HKD","LU0231483743.USD","LU1242518931.SGD","LU2257852520.SGD","LU1242518857.USD","LU0164865239.USD","IE00BPRC5H50.USD","BK1604","LU2097828557.USD","LU0140636845.USD","LU1328615791.USD","LU0164872284.USD","LU1880383366.USD","LU2152927971.USD","IE00B031HY20.USD","BK0187","LU0577902454.USD","LU0672654166.SGD","LU2476274720.SGD","LU0509642566.USD","BK1618","LU0594300419.USD","LU0865486749.SGD","LU0072913022.USD","LU0823038988.USD","LU0287142896.SGD","LU0327786744.USD","LU0251144936.SGD","LU0456827905.SGD","SG9999002828.SGD","LU0048580855.USD","LU0449515922.USD","LU1720050803.USD","LU1807302812.USD","LU2097828631.EUR","LU0880133367.SGD","LU2125910500.SGD","000596","LU0106252389.USD","SG9999000459.SGD","LU0244354667.USD","LU1152091754.HKD","LU0572944931.SGD","LU0634319403.HKD","SG9999006597.SGD","LU0067412154.USD","LU0359201612.USD","LU0456846285.SGD","BK1575","LU0117841782.USD","LU0084288322.USD","LU0011963245.USD","LU1323998911.USD","LU0683595622.HKD","LU1868838027.USD","LU0348816934.USD","LU0856984785.SGD","LU0149721374.USD","LU0873338254.USD","LU0593848301.USD","LU1719994722.HKD","LU0868486357.SGD","LU1880383440.USD","IE0034224299.USD","LU1961090484.USD","LU2242644610.SGD","02097","LU0269904917.USD","LU0561508036.HKD","LU0918141887.USD","LU1813983027.USD","LU2476274308.USD","LU0348735423.USD","603589","LU1770036033.HKD","LU1868837565.USD","LU1102505929.USD","LU0501845795.SGD","LU0708995583.HKD","LU0797268264.HKD","LU1224709979.USD","LU0211977185.USD","LU0588546209.SGD","LU0210526637.USD","BK1142","BK1583","LU0173614495.USD","LU0320764599.SGD","LU0543330483.HKD","LU1064130708.USD","LU0531971595.HKD","LU1481107354.HKD","LU0828237510.HKD","BK1587","BK1615","LU0128522157.USD","LU0143863198.USD","LU0143863784.USD","LU0345776255.USD","LU0871576103.HKD","LU1675838814.USD","LU1303224171.USD","LU0048597586.USD","BK1589","LU0307460666.USD","LU0345775950.USD","LU2039709279.SGD","LU0348825331.USD","LU0315178854.USD","BK0028","LU0819123356.HKD","BK1521","LU0605514214.HKD","LU1688375341.USD","SG9999002463.SGD","LU2097828714.EUR","MPNGY","LU1152091168.USD","LU2148510915.USD","IE00B0JY6N72.USD","LU1048596156.SGD","LU0054450605.USD","LU0029875118.USD","LU1048588211.SGD","LU0819121731.USD","LU1282648689.USD","LU1993786604.SGD","LU0043850808.USD","LU0499858438.USD","03690","LU1831875114.USD","LU1868837722.USD","LU0633140727.USD","LU2097828805.USD","LU0348805143.USD","LU0449509016.USD","LU0823426480.USD","BK1610","BK0215","LU0577902371.SGD","LU0828237940.HKD","IE00BF5LJ272.USD","LU0370786039.SGD","LU1808992512.USD","LU0348788117.USD","LU0417516902.SGD","LU0054237671.USD","LU1226287529.USD","LU1794554557.SGD","LU0132412106.USD","LU0541502299.USD","LU0918141705.HKD","LU0051755006.USD","LU0214875030.USD","HMTD.SI","LU0589944569.HKD","LU1102505762.USD","LU0326950275.SGD","LU0261950983.USD","LU0431992006.USD","LU0072462343.USD","LU0540923850.HKD","LU0588545904.SGD","LU2045819591.USD","LU0979878070.USD","LU0502904849.HKD","LU0821914370.USD","LU0348814723.USD","LU0314109678.HKD","IE0008369823.USD","SG9999000327.SGD","LU2226246903.HKD","LU0823426308.USD","LU2087589342.USD","LU2399975544.HKD","LU0359201885.HKD","LU1064131003.USD","LU0577902538.SGD","LU0164880469.USD","LU0417516738.SGD","LU0823041008.USD","LU2778985437.USD","LU1023057109.AUD","LU0611395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誰能跑贏下半場?","url":"https://stock-news.laohu8.com/highlight/detail?id=2666574917","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666574917?lang=zh_tw&edition=fundamental","pubTime":"2026-09-12 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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":["02367","LU0572944931.SGD","LU1770036033.HKD","IE0034224299.USD","LU0593848301.USD","LU0307460666.USD","LU0231483743.USD","LU0345776255.USD","01364","SGXZ86797644.SGD","LU0359201612.USD","KCE","09896","LU1880383440.USD","02589","BK1246","SGXZ90724238.SGD","BK1616","01318","LU0359202008.SGD","BK1544","LU0149721374.USD","LU0823426480.USD","LU1880383366.USD","LU0164865239.USD","LU0359201885.HKD","BK1587","LU0164880469.USD","02555","02097","159735","LU0531971595.HKD","SG9999001051.SGD","BK1207","LU2543165471.USD","LU0211977185.USD","06181","LU0871576103.HKD","SG9999002950.SGD","LU0499858438.USD","LU2488822045.USD","LU0348767384.USD","LU0823426308.USD","LU1023057109.AUD","BK1233","LU0611395673.USD","00325","09992","02150","LU0039217434.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666587267","title":"蜜雪冰城遭遇「成長的煩惱」","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_tw&edition=fundamental","pubTime":"2026-09-09 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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":"sh","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":["BK4209","02097","BK1233","BK4610","BK1587","LKNCY","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666130934","title":"太平洋證券:蜜雪集團(02097)26H1收入按年增2.3% 供應鏈與品牌護城河支撐長期發展","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_tw&edition=fundamental","pubTime":"2026-09-09 09:36","pubTimestamp":1788917785,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,太平洋证券发布研报称,蜜雪集团2026年上半年实现收入152.16亿元,同比增长2.3%;归母净利润22.96亿元,毛利46.30亿元。公司上市以来首次进行分红,拟派发特别股息约10.06亿元,分红比例约44%。该行认为,蜜雪集团的核心竞争力源自其深厚的供应链与品牌护城河。公司核心饮品食材100%自主生产,数字化采购网络覆盖全球,供应链壁垒坚实,为长期发展提供支撑。综合来看,2026年上半年归母净利率为15.1%,同比下降3.0个百分点。","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":"http://www.zhitongcaijing.com/content/detail/1493689.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1587","BK0188","BK0012","BK0028","161027","02097","601099","BK0201","BK1616","BK0077","BK0183","BK1233","BK0276","MOTE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155444145","title":"蜜雪集團8月股份變動月報:股本維持穩定","url":"https://stock-news.laohu8.com/highlight/detail?id=1155444145","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155444145?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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":"sh","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】華興證券下調蜜雪集團(02097)評級至持有 指短期邏輯轉向同店","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_tw&edition=fundamental","pubTime":"2026-09-04 15:41","pubTimestamp":1788507690,"startTime":"0","endTime":"0","summary":"2026年上半年,蜜雪集团门店数量同比增加约21%,但营收仅同比增长约2%,推算国内店均出现双位数下滑,短期开店逻辑不再。我们给予蜜雪12倍27年P/E,下调目标价45%至211.50港元,下调至持有评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990689","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":"2664802334","title":"今日數據精選:世界已進入極端天氣「危險區」; 大廠追討.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_tw&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":["BK4209","LU2488822045.USD","LU0348766576.USD","02150","LU1171460220.USD","CHA","LU2279858448.HKD","BK1616","02555","BK4539","LU0348767384.USD","BK4526","02589","01364","BK1587","BK4610","02097","LU0211977185.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664871338","title":"六家新茶飲上半年業績分化明顯,告別門店高速擴張後增量在哪","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_tw&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":"us","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":["02589","02097","BK4539","BK4526","02555","BK4209","LU2488822045.USD","BK4610","LU2279858448.HKD","LU0211977185.USD","CHA","BK1233","01364","LU0348767384.USD","BK1616","LU1171460220.USD","BK1587","02150","LU0348766576.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663780730","title":"《大行》大和削蜜雪(02097.HK)目標價近36%至225元 行業股更偏好古茗(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_tw&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":"sh","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":["02097","01364"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}