港股详情

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蜜雪集团

393.400

+38.40010.82%

成交量：172.08万

成交额：6.52亿

市值：1,483.35亿

市盈率：45.14

高：394.000

开：366.400

低：361.400

收：355.000

数据加载中...

总览公司新闻公告

“顶流”基金经理中签蜜雪冰城，公募涌入新消费赛道

3月3日-3月7日周报：IPO放松/蜜雪冰城

财经自媒体

蜜雪冰城给所有会计人上了一堂家族股权课

8元奶茶撬动1300亿市值 1杯柠檬水日赚近300万！资本为何爱喝这杯茶？

21世纪经济报道

【八斗财经】哥哥成教毕业，弟弟中途退学，摆摊起步如今身家几百亿

小小茶饮做成大生意新品牌纷纷上市IPO

蜜雪冰城：新茶饮新年扩张与创新 1月洞察

蜜雪冰城，堪比茅台

河南团开放日为何点名胖东来、蜜雪冰城？

大河财立方

“雪王”打破魔咒涨超80%，越洋赴美的霸王茶姬，能否复制大涨神话？

美股研究社

市场综述 | 港股冲高回落，恒指收跌0.57%，京东跌近5%；蜜雪再涨近4%，上市一周累涨超八成

深度 | 现制茶饮投资探讨

欣赏消费的奇妙...

万凯新材3月7日在互动平台回复称，公司暂未开展与蜜雪冰城的直接合作。

冰山冷热：公司与蜜雪冰城近年有过合作，营收占比不高

押中“雪王”不过瘾，美团又盯上星巴克

蜜雪集团盘中飙涨超10%，总市值突破1400亿港元，“中国式低价神话”掀起资本市场狂欢

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19:55","pubTimestamp":1741521300,"startTime":"0","endTime":"0","summary":"2023年以来的IPO收紧，标志性事件是827新政，但追溯到源头，却应该是蜜雪冰城。2023年2月，主板推行全面注册制改革，蜜雪冰城平移交易所失败，境内IPO之旅宣告结束。从目前的情况看，每周2个IPO批文的节奏仍然得以保持。本周终止审查IPO项目1个。","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/stockzmt/2025-03-09/doc-inepaksh0448635.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":["02097","BK1233","BK1616"],"gpt_icon":1},{"id":"2518902405","title":"蜜雪冰城给所有会计人上了一堂家族股权课","url":"https://stock-news.laohu8.com/highlight/detail?id=2518902405","media":"起点财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518902405?lang=zh_cn&edition=fundamental","pubTime":"2025-03-09 14:42","pubTimestamp":1741502520,"startTime":"0","endTime":"0","summary":"然而，在创业初期，张红甫并未涉足蜜雪冰城的股权事务。大致分工参考下表：至此，蜜雪冰城在上市前的股权架构已初步奠定，涵盖了自然人、投资机构以及员工持股平台等多种股东类型。随后，两岸公司成功整体变更为蜜雪冰城股份有限公司，从而正式启动上市进程。增资完成后，蜜雪冰城股份公司的股权结构得以进一步优化和完善。","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=nesSN20250309153810a267ec67&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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1杯柠檬水日赚近300万！资本为何爱喝这杯茶？】2元的冰淇淋、4元的柠檬水、6元的珍珠奶茶，你以为蜜雪冰城赚的是你手里的奶茶钱吗？nonono，低价产品只是表象，深层次的原因其实藏在它的“供应链帝国”里。通过自建工厂，蜜雪冰城实现了核心饮品食材的100%自产，什么概念？不仅没有中间商赚差价，每当加盟商卖出一杯柠檬水，蜜雪还能赚走6毛的原料钱。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202503093340430582.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/news/1354,202503093340430582.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":"eastmoney_highlight","symbols":["BK1587","BK1233","BK1616","02097"],"gpt_icon":1},{"id":"2517829445","title":"【八斗财经】哥哥成教毕业，弟弟中途退学，摆摊起步如今身家几百亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2517829445","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517829445?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 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新品牌纷纷上市IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2517416368","media":"新民晚报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517416368?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 14:16","pubTimestamp":1741414560,"startTime":"0","endTime":"0","summary":"中国证监会国际合作司一纸公告宣告霸王茶姬拿下赴美上市“通行证”。若成功，霸王茶姬将是首个登陆美股的中国新茶饮品牌，也是第五个上市的新茶饮品牌。市场总体在扩张    近期，新茶饮赛道竞争日益激烈，头部品牌纷纷加速布局，也出现了公司扎堆IPO的场景。据统计，截至今年初，中国新茶饮品牌海外门店年均增速超过30%，北美、欧洲及东南亚成为核心市场。这些都是茶饮品牌上市后面临的核心问题。","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/jjxw/2025-03-08/doc-inenxqvf4737480.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":"sina","symbols":["01364","BK1616","02097","BK1233"],"gpt_icon":1},{"id":"2517414909","title":"蜜雪冰城：新茶饮新年扩张与创新 1月洞察","url":"https://stock-news.laohu8.com/highlight/detail?id=2517414909","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517414909?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 13:50","pubTimestamp":1741413047,"startTime":"0","endTime":"0","summary":" 1 月，长期跟踪的 26 间新茶饮连锁品牌新开门店数量较上月新增 106 间，总量环比增加 7.15%，但同比减少 14.8%。今年 1 月开店情况呈两级分化，77.2%新店由蜜雪冰城等品牌带来，其余品牌中仅甜啦啦和茶白道新开门店在 50 以上。品牌新开门店方面，蜜雪冰城 1 月开店 574 间居首，霸王茶姬次之。现存门店排名中，蜜雪冰城第一，古茗第二。新年新店型多采用茶饮+模式，柠檬向右、霸王茶姬等品牌均有动作。","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=nesSN20250308140443a265a822&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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10:03","pubTimestamp":1741399431,"startTime":"0","endTime":"0","summary":"文/十一弟最近，港股上市的蜜雪冰城，让很多人惊掉下巴。真正的散户们，实际持有蜜雪冰城的股票，还不到937万股，仅占总股本的2.48%。2023年，蜜雪冰城收入203亿，净利润31亿。蜜雪冰城在港股的估值水平，把茅台、五粮液都甩在身后，根本撵不上。在奶茶行业，规模排名第二的古茗，跟蜜雪冰城在同一天递交招股书。蜜雪冰城的市值，是古茗的5倍以上。蜜雪冰城上市以后，除了刚发行的1706万股新股，其他3.6亿股老股需要禁售一年。","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=nesSN20250308110120a2656aec&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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港股冲高回落，恒指收跌0.57%，京东跌近5%；蜜雪再涨近4%，上市一周累涨超八成","url":"https://stock-news.laohu8.com/highlight/detail?id=1143986825","media":"行情速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143986825?lang=zh_cn&edition=fundamental","pubTime":"2025-03-07 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| 现制茶饮投资探讨","url":"https://stock-news.laohu8.com/highlight/detail?id=2517105813","media":"欣赏消费的奇妙...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517105813?lang=zh_cn&edition=fundamental","pubTime":"2025-03-07 16:50","pubTimestamp":1741337432,"startTime":"0","endTime":"0","summary":"报告导读两大现制茶饮龙头蜜雪和古茗分别于2025.3.3和2025.2.12H股上市，近期茶饮行业备受市场关注。华安食饮消费团队于2024年5月发布深度《拥抱极致性价比与下沉时代——现制茶饮投资探讨》，深度剖析茶饮赛道中重要标的成长空间。我们带您走进现制茶饮行业的短长期投资探讨......*下文列举代表品牌尽量囊括蜜雪冰城、古茗、茶百道、沪上阿姨、霸王茶姬、喜茶、奈雪的茶；对标单店模型还囊括瑞幸、星巴克。","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=nesSN20250307164447a263d501&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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公司冷柜是否供应给蜜雪冰城？占比多少？公司回答表示，近年有过合作，营收占比不高。","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=nesSN20250307114448a263652f&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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