港股詳情

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蜜雪集團

188.200

+0.3000.16%

成交量：32.27萬

成交額：6,071.65萬

市值：715.16億

市盈率：10.29

高：190.000

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：1.30

換手率：0.21%

股息：- -

股息率：- -

每股收益(LYR):18.293

淨資產收益率：22.82%

總資產收益率：14.05%

市淨率：2.29

市盈率(LYR):10.29

市銷率: 1.81

資料載入中...

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異動解讀 | AI賦能茶咖行業價值重估，蜜雪集團盤中大漲5.08%

茶飲股持續上揚滬上阿姨（02589）漲4.26% 機構料28年中國現製茶飲市場規模達5732億元

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異動解讀｜蜜雪集團盤中上漲3.24%，報216.4港元

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蜜雪集團(02097)早盤衝高後跌超5% 海外擴張遇阻國內存量承壓

蜜雪(02097.HK)接入阿里(09988.HK)旗下千問APP

阿斯达克财经

蜜雪冰城接入千問APP，可實現AI點單、支付、取餐

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10:49","pubTimestamp":1785293368,"startTime":"0","endTime":"0","summary":"港股茶饮股集体拉升上涨，其中，蜜雪集团涨超5%，沪上阿姨涨超4%，茶百道、古茗涨近3%，奈雪的茶涨1.5%。消息面上，沪上阿姨盈喜是直接催化剂。公司近期发布正面盈利预告，预计2026年上半年期内溢利约3.04亿至3.25亿元人民币，同比增长约50%至60%。有分析指，当前H股新式茶饮行业市盈率仅约13.76倍，整体仍处在历史底部区间，估值修复空间充足。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2026/07/cms_20260729104928478.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2026/07/cms_20260729104928478.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/07/29104957937181.shtml","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":"jinrongjie_stock","symbols":["BK1587","REVS","BK1233","02589","CZA","LCO","BK1616","02097","NIFE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114853547","title":"港股新消費概念股盤中拉升，布魯可升逾12%，滬上阿姨升逾7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114853547","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114853547?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 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AI賦能茶咖行業價值重估，蜜雪集團盤中大漲5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133822099","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133822099?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 09:59","pubTimestamp":1785290357,"startTime":"0","endTime":"0","summary":"蜜雪集团今日盘中大涨5.08%，引发市场关注。消息面上，近日多家头部茶咖品牌的AI业务实践案例受到市场广泛关注，AI赋能有望带动茶咖行业价值重估。蜜雪冰城已在门店食安巡检、鲜果AI智能分选等环节落地应用，其中AI食安巡检系统可自动识别门店食安、设备清洁等问题，替代传统人工巡查；潼南工厂AI分选系统每秒拍照42张，0.02秒完成判定，日处理鲜橙量达千吨级别，展现了公司在智能化升级方面的领先优势。此外，餐饮板块今日整体表现强势，沪上阿姨涨5.99%，美团-W涨2.27%，海底捞涨1.72%，古茗涨1.72%，板块联动效应也为蜜雪集团股价提供了支撑。","market":"sg","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655837314","title":"茶飲股持續上揚 滬上阿姨（02589）漲4.26% 機構料28年中國現製茶飲市場規模達5732億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655837314","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655837314?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 09:49","pubTimestamp":1785289798,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股持续上扬，截至发稿，沪上阿姨 涨4.26%，蜜雪集团涨3.95%，奈雪的茶涨2.86%，茶百道涨2.60%，古茗涨2.26%。其中，2023年中国现制茶饮市场规模合计为2,585亿元，对应2018-23年复合增速达15.3%。未来将以13.8%的复合增速继续增长，预计2028年市场规模可达5,732亿元。","market":"us","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986994","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":null,"symbols":["02589","02150","01364","BK1616","LU1171460220.USD","LU2279858448.HKD","BK1233","LU0211977185.USD","LU2488822045.USD","02097","02555","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195204835","title":"異動解讀｜蜜雪集團盤中上漲3.39%，AI賦能茶咖行業或帶動板塊價值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=1195204835","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195204835?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 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海外擴張遇阻國內存量承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2653921222","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653921222?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 15:36","pubTimestamp":1784619413,"startTime":"0","endTime":"0","summary":"金吾财讯 | 蜜雪集团 早间开盘冲高回落，午后低位震荡，现报211.4港元，跌5.03%，成交额1.72亿港元。消息面上，蜜雪集团海外开店节奏频频受阻。有分析指出，蜜雪集团海外扩张遇阻源于公司固有商业模式适配性不足，国内极致低价、低成本供应链、快速加盟扩张的打法，在日本、中国香港等高成本市场难以落地，租金、人力、跨境物流、报关等成本大幅抬升单店经营压力，叠加当地成熟饮品业态竞争、严格的食品准入检疫监管，进一步压缩盈利空间。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986433","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":["BK1587","BK1233","02097","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653241982","title":"蜜雪(02097.HK)接入阿里(09988.HK)旗下千問APP","url":"https://stock-news.laohu8.com/highlight/detail?id=2653241982","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653241982?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 15:09","pubTimestamp":1784617740,"startTime":"0","endTime":"0","summary":"蜜雪冰城(02097.HK) 接入阿里-W(09988.HK) 旗下千问APP，以Skill形式提供“到店自取”服务，客户可直接透过千问完成选品、下单付款和到店取餐。除了透过淘宝闪购配送，现在还能直接“到店自取”。目前，千问已接入蜜雪冰城、肯德基、瑞幸咖啡等多个餐饮品牌服务。(su/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-07-21 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260721150415026_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260721150415026_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534235/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534235/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0979878070.USD","LU1242518931.SGD","LU0890818403.SGD","LU0593848301.USD","LU0823426480.USD","LU0214875030.USD","FDNI","LU0499858438.USD","LU0210526637.USD","LU0594300419.USD","IE0034224299.USD","LU1568876335.HKD","LU1282649810.SGD","LU1323998911.USD","LU0588545730.USD","LU0541502299.USD","LU0264606111.USD","LU0197773160.USD","LU0326950275.SGD","SGXZ86797644.SGD","LU0762541174.USD","LU0642271901.SGD","LU0320764243.SGD","LU0359201612.USD","LU0128522157.USD","IE00B3M56506.USD","LU0359201885.HKD","LU0235996351.USD","LU0856984785.SGD","LU0823397103.USD","LU0061477393.USD","89988","LU0048388663.USD","LU0540923850.HKD","LU0543330566.HKD","LU0608807946.USD","LU1655091459.SGD","LU0181495838.USD","LU0293314216.USD","LU0011963245.USD","LU0898667661.SGD","LU0828237510.HKD","LU0821914370.USD","LU0261950983.USD","LU0477156797.USD","LU1880383366.USD","LU2294711473.HKD","LU2097828805.USD","LU0449509016.USD","LU0868486357.SGD","IE0003895053.USD","LU0128522744.USD","LU0594300179.USD","LU0791591158.USD","LU1048484197.HKD","LU0106959298.USD","LU2476274308.USD","02097","LU0117844026.USD","LU0648948544.HKD","LU0047713382.USD","LU0029875118.USD","SG9999006597.SGD","LU0651946864.USD","LU0516423091.SGD","LU0072462343.USD","LU1282651048.USD","BK1501","LU0327786744.USD","LU1282649141.HKD","LU0261947096.USD","LU0572939691.SGD","BKF","LU1224444064.USD","LU2449936058.SGD","BK1575","LU0048580855.USD","LU0823397285.USD","LU0611395673.USD","LU1115378108.SGD","LU1720050803.USD","BK1608","LU0348783662.USD","LU0634319403.HKD","LU0456846285.SGD","LU0572940350.SGD","SG9999001051.SGD","LU0329678337.USD","LU0762540952.USD","LU0469268626.HKD","HK0000107257.USD","LU0541501648.USD","LU2357305700.SGD","LU0737861699.HKD","LU0320764755.SGD","LU0651947912.USD","LU0163747925.USD","CXSE","LU1807302812.USD","SG9999002828.SGD","LU2097828557.USD","LU0823426308.USD","LU0143863198.USD","LU0345776255.USD","LU0084288322.USD","LU2293587155.HKD","BK1591","LU0441854154.USD","SG9999000459.SGD","LU0359202008.SGD","LU1044875133.USD","LU0823038988.USD","LU0588545490.SGD","LU0096374516.USD","IE00BZ08YR35.GBP","LU0516422440.USD","BK1615","LU0054237671.USD","LU0737861772.HKD","LU0577902611.USD","LU1642822792.SGD","SG9999014674.SGD","HK0000320223.HKD","BK1233","LU0561508036.HKD","LU1048588211.SGD","LU0531971595.HKD","IE0008368304.USD","LU0229945570.USD","LU0164865239.USD","LU0417516902.SGD","LU0348825331.USD","BK1517","LDEM","LU0675040207.SGD","LU0862451837.USD","LU0197773673.USD","LU0231483743.USD","09988","LU0259732245.USD","HK0000320264.USD","LU2097828714.EUR","LU1769817096.USD","LU0043850808.USD","LU0348783233.USD","LU1981816686.USD","HK0000151867.HKD","LU0886674414.USD","LU0640798160.USD","LU1770034418.SGD","LU0516422366.SGD","BK1587","HK0000306701.USD","LU0348827113.USD","LU1224709979.USD","LU0819121731.USD","LU1810669033.SGD","LU0499858602.USD","LU0348805143.USD","LU2125910500.SGD","LU1880398471.USD","LU1051768304.USD","LU0143863784.USD","LU1719994722.HKD","LU2778985437.USD","LU1880398554.USD","LU0132412106.USD","LU0254981946.USD","LU0228367735.SGD","BABA","SG9999001093.SGD","BK1618","BK1588","LU2097828631.EUR","LU1211504680.USD","LU1808992512.USD","LU0502904849.HKD","SG9999006514.SGD","LU0117841782.USD","LU0228659784.USD","LU0417516571.SGD","LU0029874905.USD","LU0052750758.USD","LU1960683339.HKD","LU0873338254.USD","LU1023057109.AUD","LU0823413660.USD","LU0328353924.USD","IE00B0JY6N72.USD","LU1956131251.USD","BK1502","LU1251922891.USD","HK0000286598.CNH","LU0164880469.USD","IE00BZ08YT58.USD","LU0348735423.USD","LU1794554557.SGD","LU1770036033.HKD","LU0823413587.USD","LU0831093199.SGD","LU1439103000.SGD","BK1521","HBBD.SI","BK1586","LU1316542783.SGD","LU0417516738.SGD","SG9999001226.SGD","LU0577902454.USD","LU0329678170.USD","LU1044874839.SGD","LU1868837565.USD","LU2399975544.HKD","LU2087589342.USD","LU2152927971.USD","LU1328615791.USD","LU1196710864.SGD","LU0819123356.HKD","LU1048596156.SGD","LU0605514214.HKD","LU1568876251.USD","LU0431992006.USD","LU0871576103.HKD","IE00B0169N27.USD","HK0000306685.HKD","LU0251144936.SGD","LU0862451753.SGD","LU1868838027.USD","SG9999002463.SGD","LU1515016050.SGD","LU2488822045.USD","LU0149721374.USD","LU0823040885.USD","LU05899445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16:54","pubTimestamp":1784537675,"startTime":"0","endTime":"0","summary":"新华财经长沙7月20日电（记者常竣斐）2026年，中国现制茶饮行业走到一个微妙的节点。奶茶、果茶与咖啡之间的界限越来越模糊，新茶饮上市公司“六小龙”之间的分化愈发明显：有的2025年营收同比增长46.9%，新增门店三千多家；有的陷入连年亏损，股价已不足1元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607203813328012.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/202607203813328012.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":["BK1233","02097","BK4526","BK4539","BK4209","BK1587","CHA","02150","BK4610","02555","LU0348767384.USD","LU0348766576.USD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}