港股详情

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蜜雪集团

486.000

+8.2001.72%

成交量：41.36万

成交额：2.00亿

市值：1,846.80亿

市盈率：39.44

高：488.000

开：477.800

低：470.000

收：477.800

52周最高：618.500

52周最低：256.000

股本：3.80亿

香港流通股本：1.51亿

量比：0.86

换手率：0.27%

股息：- -

股息率：- -

每股收益(LYR):12.324

净资产收益率：34.72%

总资产收益率：20.36%

市净率：11.33

市盈率(LYR):39.44

市销率: 6.83

数据加载中...

总览公司新闻公告

异动解读 | 蜜雪集团盘中大跌5%，沙田分店甜品样本大肠菌群超标

港股异动 | 蜜雪再度回调近3%，美银称其基本面或无法支撑现有估值

老虎资讯综合

“新消费”热潮下，机构对头部公司看多看空分歧凸显

蜜雪冰城遭两大投行下调评级，被指估值过高，海外扩张不理想

南方都市报

继蜜雪冰城、胖东来、卫龙后，思念食品接入飞书

大河财立方

冰轮环境：为蜜雪冰城等饮料企业提供仓储、加工基地用制冷设备

格隆汇资讯

被瑞幸、蜜雪冰城等打服了？星巴克中国坐不住，宣布旗下数十款产品实施降价！中国区营收已陷入停滞状态，出售星巴克中国业务消息不断传出

新消费概念集体走高布鲁可涨21.46% 机构指新消费习惯形成和品牌力破圈增加品牌溢价

不惧下调评级，港股新消费赛道迎重磅“援兵”？蜜雪等明星股今日集体大涨

每日经济新闻

《大行》美银：蜜雪(02097.HK)基本面或无法支撑现有估值评级降至“跑输大市”

阿斯达克财经

港股异动 | 获纳入港股通名单，蜜雪集团涨超8%，布鲁可涨超10%

老虎资讯综合

港股通標的名單調入布魯可、古茗及蜜雪集團，今起生效

异动解读 | 蜜雪集团纳入恒指及港股通，股价盘中大涨5.13%

异动解读 | 蜜雪集团盘中大涨5.13%，纳入港股通及恒生综合指数成分股

港股异动 | 新消费概念股高开，泡泡玛特，蜜雪集团、布鲁可均涨超2%，茶百道涨超1.8%

老虎资讯综合

布鲁可、古茗和蜜雪集团即将入通，关注新消费配置机会【东吴商社吴劲草团队 | 周报】

草叔消费升级研究

上交所：港股通标的名单调入布鲁可、古茗及蜜雪集团今起生效

阿斯达克财经

恒指季检结果今日生效：美的、中通快递染蓝，科指调入比亚迪，恒生综合指数纳入布鲁可、古茗以及蜜雪

老虎资讯综合

第一个掉队的“新消费三宝”，会是蜜雪吗？

华尔街见闻

BRIEF-上交所：沪港通下港股通标的名单调入布鲁可、古茗和蜜雪冰城

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公司为蜜雪冰城等饮料企业提供仓储、加工基地用制冷设备。该等业务在当期公司营业收入中占比低，对公司当期业绩无重大影响。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250609151257977772b8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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在瑞幸、蜜雪冰城等低价策略持续围攻下，星巴克中国终于坐不住了，宣布旗下数十款产品实施降价！9日上午，星巴克中国突然宣布将重点拓展“非咖”场景，自6月10日起对星冰乐、冰摇茶、茶拿铁三大品类数十款产品实施降价。为了挽回颓势，星巴克中国高层调整不断。今年1月，星巴克中国区董事长王静瑛宣布退休。出售星巴克中国业务消息不断传出目前出售星巴克中国业务消息不断传出。","market":"us","thumbnail":"https://imgcloud.jrjimg.cn/2025/06/20250609145035086.png","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2025/06/20250609145035086.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"5c1a24440f9e19efbe32a5991de4c993","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/06/09145150944563.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LKNCY","02097","SBUX"],"gpt_icon":1},{"id":"2542877559","title":"新消费概念集体走高 布鲁可涨21.46% 机构指新消费习惯形成和品牌力破圈增加品牌溢价","url":"https://stock-news.laohu8.com/highlight/detail?id=2542877559","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542877559?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 13:55","pubTimestamp":1749448537,"startTime":"0","endTime":"0","summary":"金吾财讯 | 新消费概念集体走高，布鲁可(00325)涨21.46%、蜜雪集团(02097)涨5.59%、巨子生物(02367)涨4.49%、古茗(01364)涨4.15%、名创优品(09896)涨2.45%、锅圈(02517)涨2.36%、泡泡玛特(09992)涨2.04%东吴证券表示，今年以来明星消费公司陆续在港股上市，布鲁可、古茗和蜜雪集团入通吸引增量资金配置。新消费引领消费行情，新消费习惯形成和品牌力破圈增加品牌溢价。开源证券表示，在传统消费承压背景下，新消费为全年投资重点，持续推荐。零食赛道新渠道、新产品、新市场逻辑全面演绎，表现出较强的成长性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913560895144cbe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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12:09","pubTimestamp":1749442140,"startTime":"0","endTime":"0","summary":"美银发表研究报告指，蜜雪集团近日再创新高，3月初上市至今股价累升约1.8倍，现价水平对应今明两年预测市盈率约40倍及33倍。美银将评级从“中性”降至“跑输大市”，不过基于中国业务表现强劲，将今明两年每股盈利预测上调3.4%，收入分别上调2%及2.2%，目标价由400元上调至465元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140017270_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140017270_s.jpg"],"rights":null,"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.1445420/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02097"],"gpt_icon":0},{"id":"1178710426","title":"港股异动 | 获纳入港股通名单，蜜雪集团涨超8%，布鲁可涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178710426","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178710426?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 09:53","pubTimestamp":1749434036,"startTime":"0","endTime":"0","summary":"本周一（6月9日）港股盘初， $蜜雪集团(02097)$ 一度涨超8%， $布鲁可(00325)$ 涨超9%：消息面上，据上交所公告，$布鲁可 (00325)$、$古茗 (01364)$、$蜜雪集团 (02097)$被调入沪港通下港股通标的名单，变动将于6月9日周一起生效。东吴证券指出，蜜雪集团等入通吸引增量资金配置。公司作为平价现制饮品龙头，自建端对端全流程供应链体系打造核心壁垒，IP化品牌营销塑造品牌心智。此外，公司以加盟模式深耕下沉市场，推进品牌出海，持续巩固行业地位。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"aea4b15bb05dfa51bf7dc7c9a627c09a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"港股异动 | 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蜜雪集团纳入恒指及港股通，股价盘中大涨5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144577955","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144577955?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 09:34","pubTimestamp":1749432868,"startTime":"0","endTime":"0","summary":"6月9日周一盘中，港股新消费概念股表现活跃，其中蜜雪集团股价大涨5.13%，引发市场关注。消息面上，上海证券交易所宣布，由于恒生综合中型股指数成份股调整，蜜雪集团将被纳入沪港通下港股通标的名单，自6月9日起生效。这两项利好消息显著提升了蜜雪集团的投资价值，吸引了更多资金流入。作为中国平价现制饮品龙头，蜜雪集团在行业中具有突出地位。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"aea4b15bb05dfa51bf7dc7c9a627c09a","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"],"gpt_icon":0},{"id":"1198923262","title":"异动解读 | 蜜雪集团盘中大涨5.13%，纳入港股通及恒生综合指数成分股","url":"https://stock-news.laohu8.com/highlight/detail?id=1198923262","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198923262?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 09:34","pubTimestamp":1749432865,"startTime":"0","endTime":"0","summary":"今日盘中，蜜雪集团股价大涨5.13%，引发市场关注。同时，恒生指数公司此前公布的指数检讨结果也于今日生效，蜜雪集团被纳入恒生综合指数成分股。这两项利好消息为蜜雪集团带来了显著的股价提振。分析人士认为，蜜雪集团纳入港股通和恒生综合指数，有望吸引更多内地和海外投资者关注，提升公司的估值水平和流动性。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"aea4b15bb05dfa51bf7dc7c9a627c09a","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"],"gpt_icon":0},{"id":"1106869343","title":"港股异动 | 新消费概念股高开，泡泡玛特，蜜雪集团、布鲁可均涨超2%，茶百道涨超1.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106869343","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106869343?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 09:29","pubTimestamp":1749432598,"startTime":"0","endTime":"0","summary":"本周一港股盘初，新消费概念股高开，$泡泡玛特(09992)$，$蜜雪集团(02097)$、$布鲁可(00325)$均涨超2%，$茶百道(02555)$涨超1.8%","market":"hk","thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f01d4e9435ffef887327577c0e43e385","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1224","BK1587","LU0211977185.USD","LU0307460666.USD","02097","LU0348766576.USD","SG9999002950.SGD","HSCEI","00325","BK1233","LU0823426480.USD","02555","LU0348767384.USD","LU2543165471.USD","YANG","BK1213","09992","07226","SG9999001069.SGD","BK4614"],"gpt_icon":0},{"id":"2542082745","title":"布鲁可、古茗和蜜雪集团即将入通，关注新消费配置机会【东吴商社吴劲草团队 | 周报】","url":"https://stock-news.laohu8.com/highlight/detail?id=2542082745","media":"草叔消费升级研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542082745?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 08:34","pubTimestamp":1749429272,"startTime":"0","endTime":"0","summary":"本周行业观点事件：2025年6月6日，上交所发布公告，因恒生综合中型股指数成分股调整，布鲁可、古茗和蜜雪集团将于6月9日调入港股通。新消费引领消费行情，新消费习惯形成和品牌力破圈增加品牌溢价。建议关注即将入通的新消费标的布鲁可、古茗、蜜雪集团，具有收藏属性的品牌泡泡玛特、老铺黄金，以及宠物食品等领域。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250609083631a49f7551&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:06","pubTimestamp":1749427560,"startTime":"0","endTime":"0","summary":"上交所公告称，因恒生综合中型股指数成份股调整，依据《上海证券交易所沪港通业务实施办法》，沪港通下港股通标的名单将布鲁可(00325.HK) 、古茗(01364.HK) 及蜜雪集团(02097.HK) 调入，自今日(9日)起生效。(ta/a) (港股报价延迟最少十五分钟。沽空资料截至 2025-06-06 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140016566_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140016566_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"aea4b15bb05dfa51bf7dc7c9a627c09a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1445287/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1213","01364","02097","HSTECH","BK1616","BK1587","BK1233","00325","LU2488822045.USD","LU0211977185.USD"],"gpt_icon":0},{"id":"1162880759","title":"恒指季检结果今日生效：美的、中通快递染蓝，科指调入比亚迪，恒生综合指数纳入布鲁可、古茗以及蜜雪","url":"https://stock-news.laohu8.com/highlight/detail?id=1162880759","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162880759?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 07:38","pubTimestamp":1749425926,"startTime":"0","endTime":"0","summary":"根据恒生指数公司5月16日的公告，恒生指数系列检讨结果所有调整将于2025年6月6日（星期五）收市后实施，并于今日起生效。恒生指数成份股数目将由83只增加至85只，调入美的集团、中通快递；恒生科技指数调入比亚迪股份，剔除阅文集团。恒生中国企业指数没有变动，成份股数量仍为50只。恒生综合指数将纳入布鲁可、古茗以及蜜雪集团，成份股总数将由502只增加至505只。","market":"us","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f01d4e9435ffef887327577c0e43e385","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"恒指季检结果今日生效：美的、中通快递染蓝，科指调入比亚迪，恒生综合指数纳入布鲁可、古茗以及蜜雪","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00325","01364","02057","00300","01211","02097"],"gpt_icon":0},{"id":"2541881175","title":"第一个掉队的“新消费三宝”，会是蜜雪吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541881175","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541881175?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 15:43","pubTimestamp":1749368626,"startTime":"0","endTime":"0","summary":"继美银将蜜雪冰城评级下调至\"跑输大市\"后，瑞银也将蜜雪冰城评级从\"中性\"下调至\"卖出\"，该行认为蜜雪估值过高，已充分反映甚至超前于长期增长预期，其2.2倍PEG比率也高于同业1.9倍的平均水平。而海外业务遭遇明显挫折，陷入负增长，进一步削弱投资价值。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/9d961b8af289368eccfe9fef7d7ddbb0","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/9d961b8af289368eccfe9fef7d7ddbb0"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3748672","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3748672","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1233","02097","BK1587","BK1616"],"gpt_icon":1},{"id":"2541868672","title":"BRIEF-上交所：沪港通下港股通标的名单调入布鲁可、古茗和蜜雪冰城","url":"https://stock-news.laohu8.com/highlight/detail?id=2541868672","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541868672?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 21:20","pubTimestamp":1749216040,"startTime":"0","endTime":"0","summary":"BRIEF-上交所：沪港通下港股通标的名单调入布鲁可、古茗和蜜雪冰城路透6月6日 - 上海证券交易所公告:称因恒生综合中型股指数实施成份股调整，沪港通下港股通标的名单调入布鲁可0325.HK、古茗1364.HK和蜜雪冰城2097.HK调整自下一港股通交易日起生效欲览详情，请点击此处 (发稿 王臻臻) ((Jenny.Wang@thomsonreuters.com;))","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6b7970aeaf3ee2616365d3685911a083","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250606:nL3T3S90ZN:1","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","LU2488822045.USD","01364","00325","02097","BK1213","LU0211977185.USD","BK1616"],"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":9,"totalSize":366,"code":"91000000","status":"200"}]}}