金吾财讯 | 蜜雪冰城(02097)冻资超1.8万亿，认购倍数达5266倍，成为现象级IPO。国元国际提到，尽管现制茶饮行业竞争激烈，蜜雪冰城业绩表现处第一梯队，得益于其强大的品牌力，高质平价的性价比品牌定位牢牢占领消费者心智，拥有庞大的消费者及粉丝群体，且有规模最大且完善的供应链体系赋能。公司招股价对应2024年动态PE约15.7X，建议申购。受情绪提振，相关影子股获益走高，奈雪的茶(02150)涨18.05%，茶百道(02555)涨4%，古茗(01364)涨3.27%。
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