金吾财讯 | 蜜雪集团(02097)午后维持高位，截至发稿，涨7.77%，报382.6港元，成交额4.47亿港元。浙商国际表示，公司是一家全球领先的现制饮品企业，预计2024-2026 年将实现营业收入257/303/341 亿元，归母净利润分别为44/49/56 亿元，对应PE 分别为28x/25x/23x。考虑到蜜雪冰城的运营能力强、市场占有率高、在国内市场具有较大的发展潜力，该行认为公司可享估值溢价，首次覆盖，给予蜜雪冰城“增持”评级。中信建投证券表示，国内现制茶饮行业未来有望在人均消费杯数和粘性上进一步提升，赛道的成长空间仍较大。公司凭借国内领先的规模优势和产业链深耕优势，综合竞争壁垒较高，全球化势能厚积薄发，有望持续推进行业发展和全球布局。
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