蜜雪集团(02097)今日盘中大涨5.86%,引发市场广泛关注。有分析认为,这与旗下品牌蜜雪冰城成功践行"高质平价"模式,在新消费周期中脱颖而出,获得资本市场热捧有关。
蜜雪冰城近期在港交所上市,首日股价暴涨43.2%,市值突破1093亿港元,创下港股新股认购纪录。这家"现制饮品霸主"产品价格区间为2-8元,聚焦基础平价大单品,实现了高销量规模效应。据招股书,截至2024年12月31日,蜜雪冰城在全球已拥有4.6万余家门店,覆盖中国和11个海外国家,去年前三季度净利润增长42.3%,远高于行业平均水平。
分析认为,蜜雪冰城通过自建供应链体系,重塑了现制饮品行业的成本结构。同时依托自有IP"雪王"持续做品牌营销,已成为中国消费出海的代表品牌。未来蜜雪冰城还可借助资本市场的力量进一步拓展国际市场。市场对其长期增长潜力持乐观预期,推动了蜜雪集团股价大涨。
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