港股詳情

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蜜雪集團

293.000

+8.0002.81%

成交量：56.39萬

成交額：1.63億

市值：1,113.40億

市盈率：16.48

高：294.600

開：285.000

低：285.000

收：285.000

52周最高：618.500

52周最低：275.200

股本：3.80億

香港流通股本：1.51億

量比：0.65

換手率：0.37%

股息：- -

股息率：- -

每股收益(LYR):17.780

淨資產收益率：29.76%

總資產收益率：17.85%

市淨率：4.01

市盈率(LYR):16.48

市銷率: 2.92

資料載入中...

總覽公司新聞資訊公告

每日沽空追蹤 | 蜜雪集團 02月04日沽空量成交2200股，沽空比例為0.71%

蜜雪冰城招聘多個樂園相關崗位：月薪1.1萬起

昆明信息港

殺入曼哈頓蜜雪冰城迫切需要增長新故事

雪王捲進美國曼哈頓，1.19美金的冰淇淋能否託得起股價？

腾讯新闻潜望

千問App獨家冠名四大衞視春晚；蜜雪冰城招聘多個樂園相關崗位丨消費早參

每日经济新闻

蜜雪冰城已註冊雪王動畫等雪王系列商標

蜜雪冰城要建主題樂園了？已上線多個有關樂園的崗位，月薪最高24K！企業回應

每日沽空追蹤 | 蜜雪集團 02月02日沽空量成交1.07萬股，沽空比例為2.65%

蜜雪集團02月02日主力淨流出139.0萬元散户資金買入

【券商聚焦】中信建投：強推零售連鎖變革的投資機會

社會服務行業周報：服務消費政策加碼多公司發布業績預告表現亮眼

每日沽空追蹤 | 蜜雪集團 01月29日沽空量成交2.52萬股，沽空比例為2.32%

蜜雪、古茗：市場已亮起紅燈

蜜雪集團漲0.60% 股價突破400港元大關

盲盒界的蜜雪冰城，靠9塊9殺瘋了

茶飲股多數下行蜜雪集團跌10.76% 古茗跌3%

異動解讀 | 瑞銀下調評級至「中性」，蜜雪集團盤中大跌近11%

《大行》國泰海通首次覆蓋蜜雪(02097.HK)予「增持」評級目標價549.47元

阿斯达克财经

港股升幅擴至逾600點茶飲股逆市受壓蜜雪(02097.HK)挫一成遭瑞銀降級至「中性」

阿斯达克财经

《大行》瑞銀降蜜雪(02097.HK)評級至「中性」今明兩年盈測下調7%

阿斯达克财经

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蜜雪冰城迫切需要增長新故事","url":"https://stock-news.laohu8.com/highlight/detail?id=2608338883","media":"腾讯财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608338883?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 09:49","pubTimestamp":1770169774,"startTime":"0","endTime":"0","summary":"此举也引发猜测，认为蜜雪冰城要以IP模式自建大型乐园。不管是杀进曼哈顿，还是探索乐园新业务，站在关键十字路口的蜜雪冰城，都迫切需要一个比“下沉市场之王”更性感的新故事，来安抚资本市场并支撑其30倍的估值。在大众认知中，蜜雪冰城是一家以低价著称的现制茶饮品牌。数据显示，蜜雪冰城90%以上的收入来自向加盟商销售原料、包装和设备。截至目前，蜜雪冰城的海外布局约4700家门店，已拓展至13个国家。","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=nesSN20260204095208953fb47a&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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15:15","pubTimestamp":1770102909,"startTime":"0","endTime":"0","summary":"36氪获悉，2月3日，蜜雪冰城上线了一批与“乐园项目”相关的招聘岗位，消息一出，迅速引发网友热议。爱企查App显示，蜜雪冰城股份有限公司已成功注册 “雪王动画 SNOWKING ANIMATION”“雪王学堂”“雪王牧场”等“雪王”系列商标，国际分类涉及餐饮住宿、教育娱乐、医疗园艺等。","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=nesSN20260203151753a4766d08&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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蜜雪集团股价跌2.41%，报收388.00元，成交金额1.6亿元，换手率0.27%，振幅2.97%，量比0.36。蜜雪集团今日主力资金净流出139.0万元，上一交易日主力净流入133.4万元。该股近5个交易日下跌13.12%，主力资金累计净流出1.1亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出1.0亿元，其中净流出天数为10日。","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=nesSN20260202161937a6c9735c&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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中信建投发研报指，大众品：强推零售连锁变革的投资机会。1）关注零售新店型、商超定制等渠道变革机会，餐饮链复苏可期。25Q4以来餐饮供应链价格战减缓。同时部分企业商超定制产品进入放量期。2）健康化赛道与功能化大单品。26年春节旺季可期，关注零食板块春节弹性。3）价格周期拐点。肉奶共振推动原奶周期向好，利好龙头液奶竞争格局改善，牛价持续上行带动上游牧场盈利修复，奶价企稳下牧场利润弹性更大。酵母糖蜜新榨季12月以来采购成本持续下降，释放利润弹性。强推零售连锁变革的投资机会：拓品类拓场景+深耕下沉广阔市场+净利率表现超预期。","market":"hk","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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974331","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","LU0287142896.SGD","BK1521","LU0541502299.USD","BK0276","SGXZ90724238.SGD","LU1166156734.SGD","SG9999002950.SGD","00288","BK1543","09896","02589","BK1132","BK1246","LU0702159699.USD","LU0274383008.USD","LU0541501648.USD","SG9999001226.SGD","SG9999001051.SGD","LU0173614495.USD","601066","SG9999001069.SGD","09985","BK1616","BK1603","BK1237","BK1249","BK1233","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608861217","title":"社會服務行業周報：服務消費政策加碼 多公司發布業績預告 表現亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2608861217","media":"国海证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608861217?lang=zh_tw&edition=fundamental","pubTime":"2026-02-02 00:00","pubTimestamp":1769961600,"startTime":"0","endTime":"0","summary":"3 景区行业事件：三峡旅游发布2025 年业绩预告，业绩同比回落，主要受补税及资产减值影响。2025年公司控股子公司湖北宜昌长江三峡游轮中心开发公司补缴税款及滞纳金5,494.04 万元，计入当期损益，预计影响归母净利润约4,433.21 万元；二是资产减值损失增加。维持社会服务行业“推荐”评级。","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=nesSN20260202210028a6ca6c66&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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16:30","pubTimestamp":1769675428,"startTime":"0","endTime":"0","summary":"蜜雪集团北京时间01月29日，涨0.55%，卖空量成交2.52万股，较上一交易日减少94.08%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260129163908a6bae1c4&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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15:13","pubTimestamp":1769670781,"startTime":"0","endTime":"0","summary":"消费者熟知的蜜雪冰城和古茗，这两个分代表“极致低价”和“区域深耕”的行业头部玩家，如今似乎已经进入“双雄争霸”的境地。而古茗却不一样，重视的是区域密度和品控，在市场中展现的是稳扎稳打。因此，蜜雪冰城与古茗之间不单只是在商业模式上较量，更是在下沉市场消费者心智中展开了深度博弈。蜜雪冰城和古茗的“双雄争霸”，就是中国下沉市场消费升级和理性消费回归的两种体现。","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=nesSN20260129151622a6ba8774&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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15:06","pubTimestamp":1769670411,"startTime":"0","endTime":"0","summary":"2026年01月29日下午盘15时06分，蜜雪集团股票出现波动，股价大幅上涨0.60%。截至发稿，该股报400.000港元/股，成交量87.4147万股，换手率0.58%，振幅3.27%。资金方面，该股资金流入1.27356亿港元，流出1.53584亿港元。蜜雪集团股票所在的非酒精饮料行业中，整体跌幅为0.48%。其相关个股中，IFBH、中国食品、沪上阿姨涨幅较大，振幅较大的相关个股有IFBH、沪上阿姨、八马茶业，振幅分别为9.53%、4.41%、4.38%。","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=nesSN20260129150655a46385fa&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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茶饮股多数下行，蜜雪集团跌10.76%，古茗跌3%，茶百道跌1.96%，奈雪的茶跌1.77%，沪上阿姨跌0.69%。国金证券发布研报称，根据中商产业研究院数据，2023年我国人均现制饮品消费频次22杯，2018-2023年CAGR为22.4%。预估2024-2026年人均现制饮品消费频次维持22.4%CAGR增长，测算得出我国2026年现制饮品市场规模同比增长有望达22%+。","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=nesSN20260128150436a6b62739&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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13:16","pubTimestamp":1769577410,"startTime":"0","endTime":"0","summary":"蜜雪集团今日盘中股价大幅下跌，跌幅达10.98%，引发了市场关注。消息面上，此次股价下跌主要与瑞银发布研究报告，下调公司评级有关。瑞银将蜜雪集团的评级从“买入”下调至“中性”，并将目标价从490港元下调至468港元。此外，瑞银还将公司2026至2027年的净利润预测下调了7%。尽管有内资机构如西部证券等继续看好公司海外拓展前景，但瑞银的评级调整仍对市场情绪造成了显著冲击。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":"2606766244","title":"《大行》國泰海通首次覆蓋蜜雪(02097.HK)予「增持」評級  目標價549.47元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606766244","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606766244?lang=zh_tw&edition=fundamental","pubTime":"2026-01-28 11:54","pubTimestamp":1769572440,"startTime":"0","endTime":"0","summary":"国泰海通本周一发表报告，首次覆盖蜜雪集团予“增持”评级，目标价549.47港元。国内市场方面，该行引述灼识咨询指，中国现制饮品市场规模由2018年的1,878亿元增至2023年的5,175亿元，年复合增长率为22.5%。平价茶饮竞争格局稳定，蜜雪冰城在平价茶饮市场份额遥遥领先。该行测算蜜雪冰城主品牌国内开店空间6万至7万家，幸运咖国内开店空间1.8万家，蜜雪冰城海外开店空间超过4万家，其中东南亚开店空间约2万家。沽空资料截至 2026-01-27 16:25。","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":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1499289/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.1499289/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02611","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2606302766","title":"港股升幅擴至逾600點  茶飲股逆市受壓  蜜雪(02097.HK)挫一成遭瑞銀降級至「中性」","url":"https://stock-news.laohu8.com/highlight/detail?id=2606302766","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606302766?lang=zh_tw&edition=fundamental","pubTime":"2026-01-28 11:30","pubTimestamp":1769571000,"startTime":"0","endTime":"0","summary":"新消费股蜜雪低开2.5%报435元后，早段跌幅扩大，跌穿400元关，低见396元。现报398.8元，逆市跌10.6%，成交210.31万股，涉资8.54亿元。瑞银将蜜雪评级下调至“中性”，称现时估值合理，短期或迎来负面催化剂，目标价则由490元下调至468元。瑞银将蜜雪2026至27年净利润预测下调7%，较市场预期低11%至13%，主要反映短期毛利率压力。茶饮股普遍逆市受压，茶百道及古茗跌2%至2.9%、沪上阿姨及奈雪的茶跌0.8%至0.9%。沽空资料截至 2026-01-27 16:25。","market":"other","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":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1499281/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.1499281/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1233","02097","BK1616","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2606576636","title":"《大行》瑞銀降蜜雪(02097.HK)評級至「中性」 今明兩年盈測下調7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606576636","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606576636?lang=zh_tw&edition=fundamental","pubTime":"2026-01-28 11:25","pubTimestamp":1769570700,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告，下调蜜雪的评级由“买入”降至“中性”，主要反映近期风险。该行将公司2026至2027年净利润预测下调7%，较市场普遍预期低11%至13%，以反映原材料成本上升、外卖占比提高及竞争加剧导致门店层面去杠杆等，将带来短期毛利率压力。瑞银将蜜雪目标价由490元下调至468元，对应2026及2027年预测市盈率约28倍及24倍。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140017988_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140017988_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1499279/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.1499279/latest-news/AAFN","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":"aastocks_highlight","symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":6,"totalSize":400,"code":"91000000","status":"200"}]}}