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02097 蜜雪集团
休市中 09-11 16:08:55
195.500
+2.200
+1.14%
最高
196.500
最低
191.600
成交量
16.13万
今开
193.700
昨收
193.300
日振幅
2.53%
总市值
742.90亿
流通市值
295.21亿
总股本
3.80亿
成交额
3,136万
换手率
0.11%
流通股本
1.51亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
新茶饮六巨头“踩刹车” 谁能跑赢下半场?
中国经营网 · 04:22
新茶饮六巨头“踩刹车” 谁能跑赢下半场?
蜜雪集团(02097)于11月6日派发特别股息每股2.65元
智通财经 · 09-11 19:01
蜜雪集团(02097)于11月6日派发特别股息每股2.65元
蜜雪集团(02097)将于2026年9月30日召开临时股东会 审议特别股息分配方案
公告速递 · 09-11 18:45
蜜雪集团(02097)将于2026年9月30日召开临时股东会 审议特别股息分配方案
异动解读|蜜雪集团盘中下跌3.1%,中报增收不增利叠加多家券商下调评级持续承压
行情直击 · 09-10 14:53
异动解读|蜜雪集团盘中下跌3.1%,中报增收不增利叠加多家券商下调评级持续承压
【券商聚焦】招银国际:重点港股消费股的仓位结构趋于稳定
金吾财讯 · 09-10 13:21
【券商聚焦】招银国际:重点港股消费股的仓位结构趋于稳定
蜜雪冰城遭遇“成长的烦恼”
市场资讯 · 09-09 19:04
蜜雪冰城遭遇“成长的烦恼”
太平洋证券:蜜雪集团(02097)26H1收入同比增2.3% 供应链与品牌护城河支撑长期发展
智通财经 · 09-09
太平洋证券:蜜雪集团(02097)26H1收入同比增2.3% 供应链与品牌护城河支撑长期发展
蜜雪集团8月股份变动月报:股本维持稳定
公告速递 · 09-04
蜜雪集团8月股份变动月报:股本维持稳定
【券商聚焦】华兴证券下调蜜雪集团(02097)评级至持有 指短期逻辑转向同店
金吾财讯 · 09-04
【券商聚焦】华兴证券下调蜜雪集团(02097)评级至持有 指短期逻辑转向同店
六家新茶饮上半年业绩分化明显,告别门店高速扩张后增量在哪
澎湃新闻 · 09-03
六家新茶饮上半年业绩分化明显,告别门店高速扩张后增量在哪
【券商聚焦】开源证券维持蜜雪集团(02097)增持评级 指利润下滑系主动战略投入
金吾财讯 · 08-31
【券商聚焦】开源证券维持蜜雪集团(02097)增持评级 指利润下滑系主动战略投入
“雪王”猛踩刹车,蜜雪集团能否大象转身?
蓝鲸财经 · 08-31
“雪王”猛踩刹车,蜜雪集团能否大象转身?
蜜雪换挡三年升级周期:供给端提质,需求端押注IP
华尔街见闻 · 08-28
蜜雪换挡三年升级周期:供给端提质,需求端押注IP
蜜雪集团15个月股价跌66% 张氏兄弟身家蒸发1257亿港元
中金财经 · 08-28
蜜雪集团15个月股价跌66% 张氏兄弟身家蒸发1257亿港元
【券商聚焦】华鑫证券维持蜜雪集团(02097)买入评级 指下沉市场效果显著
金吾财讯 · 08-28
【券商聚焦】华鑫证券维持蜜雪集团(02097)买入评级 指下沉市场效果显著
【东吴商社】蜜雪集团2026H1点评:业绩基本符合市场预期,宣发股息
草叔消费升级研究 · 08-28
【东吴商社】蜜雪集团2026H1点评:业绩基本符合市场预期,宣发股息
海量财经 | 开店神话落幕?雪王增速 “踩刹车”,开店万店利润反降
海报新闻 · 08-28
海量财经 | 开店神话落幕?雪王增速 “踩刹车”,开店万店利润反降
异动解读|蜜雪集团盘中下跌3.42%,中期业绩增收不增利延续抛压
行情直击 · 08-28
异动解读|蜜雪集团盘中下跌3.42%,中期业绩增收不增利延续抛压
港股公告掘金 | 蜜雪集团上半年实现收入约152.16亿元 同比增长2.3% 全球门店网络持续扩容
智通财经 · 08-28
港股公告掘金 | 蜜雪集团上半年实现收入约152.16亿元 同比增长2.3% 全球门店网络持续扩容
妙可蓝多进军香港市场;蜜雪集团披露中报丨消费早参
每日经济新闻 · 08-28
妙可蓝多进军香港市场;蜜雪集团披露中报丨消费早参
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公司概况
公司名称:
蜜雪集团
所属市场:
SEHK
上市日期:
--
主营业务:
蜜雪冰城股份有限公司是一家主要从事销售现制饮品的中国公司。该公司的主营业务是从事根据加盟模式向加盟商出售门店物料(包括食材及包材)和设备。该公司有两大品牌,包括现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。蜜雪冰城的主要产品包括冰鲜柠檬水、新鲜冰淇淋、珍珠奶茶、蜜桃四季春、满杯百香果、莓果三姐妹、桑葚莓莓等产品。幸运咖的主要产品包括美式咖啡、拿铁咖啡、椰椰拿铁等产品。该公司在国内和国外市场开展业务。
发行价格:
--
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谁能跑赢下半场?","url":"https://stock-news.laohu8.com/highlight/detail?id=2666574917","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666574917?lang=zh_cn&edition=full","pubTime":"2026-09-12 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19:01","pubTimestamp":1789124500,"startTime":"0","endTime":"0","summary":"智通财经APP讯,蜜雪集团(02097)发布公告,将于2026年11月6日派发特别股息每股2.65元。","market":"fut","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":"http://www.zhitongcaijing.com/content/detail/1495149.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MYLD","BK1587","BK1616","02097","BK1233","FYLD","LYLD","SYLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141403550","title":"蜜雪集团(02097)将于2026年9月30日召开临时股东会 审议特别股息分配方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1141403550","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1141403550?lang=zh_cn&edition=full","pubTime":"2026-09-11 18:45","pubTimestamp":1789123545,"startTime":"0","endTime":"0","summary":"蜜雪集团9月11日发布公告称,公司计划于2026年9月30日15时30分在中国河南省郑州市郑东新区圃田西路与动力南路交叉口东南角蜜雪集团办公楼A栋7楼会议室召开2026年第一次临时股东会,提请股东审议并酌情批准公司特别股息分配方案的普通决议案。为确定有权出席临时股东会并投票的股东名单,公司将自2026年9月25日至2026年9月30日暂停办理H股股份过户登记。凡于2026年10月12日名列公司股东名册的H股股东将有权收取特别股息。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106866046","title":"异动解读|蜜雪集团盘中下跌3.1%,中报增收不增利叠加多家券商下调评级持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1106866046","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1106866046?lang=zh_cn&edition=full","pubTime":"2026-09-10 14:53","pubTimestamp":1789023195,"startTime":"0","endTime":"0","summary":"9月10日,蜜雪集团盘中下跌3.1%,报193.8港元,成交额4852.14万港元,股价续创52周新低。消息面上,公司此前披露上半年业绩,实现收入152.16亿元,同比仅增2.3%,归母净利润22.96亿元,同比下降14.7%,为上市以来公开半年报周期内首次利润同比下滑。门店数同比增长约21%至63987家,但收入增速远低于开店速度,暗示国内单店营收出现双位数下滑。近期华兴证券将评级下调至持有,目标价大幅下调45%至211.50港元;Jefferies同样下调至持有,目标价调至252港元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"蜜雪集团盘中下跌,增收不增利叠加券商降级","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666630557","title":"【券商聚焦】招银国际:重点港股消费股的仓位结构趋于稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2666630557","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666630557?lang=zh_cn&edition=full","pubTime":"2026-09-10 13:21","pubTimestamp":1789017678,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示,截至9月8日的两周,重点港股消费股的仓位结构趋于稳定。平均未平仓沽空占自由流通股比例微升0.1ppt至8.8%,仍处于近半年高位附近;随着中报季成交回归常态,空头回补天数由8.5天回落至8.3天。南下持股占自由流通股比例上升0.8ppt至31.7%,为1Q26以来首次显著回升,尽管8月南向资金整体净流入约104亿港元,较7月的约629亿港元明显放缓。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991290","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":null,"symbols":["LU1880383366.USD","LU0359201612.USD","SGXZ90724238.SGD","LU0345776255.USD","LU1023057109.AUD","LU0348767384.USD","KCE","BK1616","LU0211977185.USD","LU0823426308.USD","LU0499858438.USD","BK1246","02555","LU0164880469.USD","09896","02150","02097","LU0572944931.SGD","01364","159735","06181","LU2543165471.USD","LU0164865239.USD","SGXZ86797644.SGD","02589","BK1544","LU0307460666.USD","02367","IE0034224299.USD","LU2488822045.USD","09992","01318","BK1587","SG9999001051.SGD","LU0593848301.USD","LU0039217434.USD","LU0359202008.SGD","LU0531971595.HKD","BK1207","LU0149721374.USD","LU0823426480.USD","BK1233","LU0871576103.HKD","LU0231483743.USD","LU1880383440.USD","00325","LU0611395673.USD","SG9999002950.SGD","LU0359201885.HKD","LU1770036033.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666587267","title":"蜜雪冰城遭遇“成长的烦恼”","url":"https://stock-news.laohu8.com/highlight/detail?id=2666587267","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666587267?lang=zh_cn&edition=full","pubTime":"2026-09-09 19:04","pubTimestamp":1788951840,"startTime":"0","endTime":"0","summary":"蜜雪冰城遭遇“成长的烦恼”文波蜜雪冰城最近的日子,主打一个动荡。这是蜜雪冰城自公开财务数据以来,首次出现半年度净利润的负增长。而到了8月30日,蜜雪冰城官方又宣布其会员总量正式突破5亿大关,庞大的用户基数再次证实了蜜雪冰城作为“国民级茶饮”的地位。对于蜜雪冰城而言,供应链的生态化与平台化有可能成为其未来的第三大突围方向。","market":"us","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/s/2026-09-09/doc-inirfumq5626494.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":["BK1587","BK1233","BK1616","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666130934","title":"太平洋证券:蜜雪集团(02097)26H1收入同比增2.3% 供应链与品牌护城河支撑长期发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2666130934","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666130934?lang=zh_cn&edition=full","pubTime":"2026-09-09 09:36","pubTimestamp":1788917785,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,太平洋证券发布研报称,蜜雪集团2026年上半年实现收入152.16亿元,同比增长2.3%;归母净利润22.96亿元,毛利46.30亿元。公司上市以来首次进行分红,拟派发特别股息约10.06亿元,分红比例约44%。该行认为,蜜雪集团的核心竞争力源自其深厚的供应链与品牌护城河。公司核心饮品食材100%自主生产,数字化采购网络覆盖全球,供应链壁垒坚实,为长期发展提供支撑。综合来看,2026年上半年归母净利率为15.1%,同比下降3.0个百分点。","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":"http://www.zhitongcaijing.com/content/detail/1493689.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0077","MOTE","161027","BK0188","601099","BK0028","BK0276","BK1616","BK1587","BK0012","BK1233","BK0201","BK0183","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155444145","title":"蜜雪集团8月股份变动月报:股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1155444145","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1155444145?lang=zh_cn&edition=full","pubTime":"2026-09-04 17:09","pubTimestamp":1788512940,"startTime":"0","endTime":"0","summary":"蜜雪集团(02097)于2026年9月4日发布2026年8月份股份变动月报。公告显示,截至2026年8月31日,公司法定/注册股本总额约为人民币379,618,800元,其中包括150,883,058股在香港联交所上市的H股及228,735,742股非上市普通股。报告期内,两类股份均无增减变动,股本结构与上月保持一致。\n公告称,8月期间公司未发生新增发行、股份购回或注销、库存股变动等事项,已发行股份数量与类型保持不变。公司同时确认满足此前上市时要求的最低公众持股量要求,现有股权结构稳健。\n公司表示,将持续遵守香港联交所《上市规则》及相关法律法规。本次月报由联席董事长及执行董事张红甫签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664387883","title":"【券商聚焦】华兴证券下调蜜雪集团(02097)评级至持有 指短期逻辑转向同店","url":"https://stock-news.laohu8.com/highlight/detail?id=2664387883","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664387883?lang=zh_cn&edition=full","pubTime":"2026-09-04 15:41","pubTimestamp":1788507690,"startTime":"0","endTime":"0","summary":"2026年上半年,蜜雪集团门店数量同比增加约21%,但营收仅同比增长约2%,推算国内店均出现双位数下滑,短期开店逻辑不再。我们给予蜜雪12倍27年P/E,下调目标价45%至211.50港元,下调至持有评级。","market":"nz","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990689","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":["02097","KCE","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664871338","title":"六家新茶饮上半年业绩分化明显,告别门店高速扩张后增量在哪","url":"https://stock-news.laohu8.com/highlight/detail?id=2664871338","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664871338?lang=zh_cn&edition=full","pubTime":"2026-09-03 19:39","pubTimestamp":1788435540,"startTime":"0","endTime":"0","summary":"新茶饮品牌存量竞争时代到来。近日,蜜雪集团(2097.HK)、古茗(1364.HK)、茶百道(2555.HK)、沪上阿姨(2589.HK)、奈雪的茶(2150.HK)以及霸王茶姬(NASDAQ:CHA)陆续披露了2026年上半年业绩。据记者梳理,今年上半年,六家新茶饮上市公司合计实现营收超过367亿元,同比增长约9%;合计净利超过53亿元,同比下滑超2.7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864238612.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/a/202609033864238612.html","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":"stock_eastmoney","symbols":["BK4539","02097","01364","CHA","LU0348767384.USD","02150","BK1587","LU0211977185.USD","BK1616","BK4526","LU2488822045.USD","LU1171460220.USD","02555","BK4209","LU0348766576.USD","BK1233","LU2279858448.HKD","BK4610","02589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663507828","title":"【券商聚焦】开源证券维持蜜雪集团(02097)增持评级 指利润下滑系主动战略投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2663507828","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663507828?lang=zh_cn&edition=full","pubTime":"2026-08-31 15:44","pubTimestamp":1788162283,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券发布研报指,蜜雪集团 2026年上半年实现收入152.16亿元,同比+2.3%;期内利润23.19亿元,同比-14.7%;母公司拥有人应占利润22.96亿元,同比-14.7%。开源证券认为,本轮利润下滑系公司主动战略投入与行业阶段性竞争加剧共振的结果而非经营失速,供应链、品牌IP与全球化壁垒仍在加固,维持“增持”评级。“真鲜纯”战略整体预计三年完成,管理层指本轮投入指向下一代周期的核心壁垒。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990079","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":["KCE","161027","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663560022","title":"“雪王”猛踩刹车,蜜雪集团能否大象转身?","url":"https://stock-news.laohu8.com/highlight/detail?id=2663560022","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663560022?lang=zh_cn&edition=full","pubTime":"2026-08-31 13:31","pubTimestamp":1788154266,"startTime":"0","endTime":"0","summary":"“雪王”猛踩刹车读完蜜雪集团2026年中期业绩报告,给人一种强烈的割裂感:蜜雪冰城门店里《我爱你》歌曲继续霸屏,顾客手拿柠檬水进进出出,公司整体经营状况却已疲软。当然,蜜雪集团仍是国内现制茶饮NO.1,规模优势依然存在。这说明,蜜雪集团过去依赖扩张拉动增长的效能正在衰减。2026年上半年,蜜雪集团海外门店合计4378家,同比减少355家。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788137197636793719","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":"lanjinger_stock","symbols":["BK1616","02097","BK1233","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662091745","title":"蜜雪换挡三年升级周期:供给端提质,需求端押注IP","url":"https://stock-news.laohu8.com/highlight/detail?id=2662091745","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662091745?lang=zh_cn&edition=full","pubTime":"2026-08-28 22:51","pubTimestamp":1787928676,"startTime":"0","endTime":"0","summary":"开店不再是第一目标","market":"us","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://wallstreetcn.com/articles/3780595","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":null,"symbols":["02097","BK1616","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662063772","title":"蜜雪集团15个月股价跌66% 张氏兄弟身家蒸发1257亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662063772","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662063772?lang=zh_cn&edition=full","pubTime":"2026-08-28 17:19","pubTimestamp":1787908742,"startTime":"0","endTime":"0","summary":"中国经济网北京8月28日讯 蜜雪集团 港股今日收报211.600港元,跌幅7.112%。 蜜雪集团2025年6月4日收盘价创下历史收盘价高点615.50港元,近15个月股价累计跌幅65.62%。 张红超、张红甫兄弟控制的非上市股份占公司股本总额合计53.26%,控制的H股股份占公司股本总额合计28.74%,共计82%。以此比例计算,张红超、张红甫兄弟控制的股份近一年市值蒸发约1257.228亿港元。","market":"sh","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":"http://sc.stock.cnfol.com/gushijujiao/20260828/32351920.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["02097","BK1616","BK1587","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662068256","title":"【券商聚焦】华鑫证券维持蜜雪集团(02097)买入评级 指下沉市场效果显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2662068256","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662068256?lang=zh_cn&edition=full","pubTime":"2026-08-28 16:49","pubTimestamp":1787906989,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华鑫证券发布研报指,蜜雪集团 2026H1总营收152.16亿元,同比增长2.3%;净利润23.19亿元,同比减少14.7%。行政开支同比增长39.4%,系人力成本增加。综合作用下,净利率同比下降3个百分点至15.2%。门店网络继续扩张,下沉市场效果显著。加盟商数量同比增加6371家至29775家。城市分布方面,三线及以下城市门店同比增加6786家至34590家,公司持续下沉乡镇市场。华鑫证券预计公司2026-2028年EPS分别为14.10/16.29/18.24元,当前股价对应PE分别为14/12/11倍,维持“买入”投资评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989935","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":["KCE","161027","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662091453","title":"【东吴商社】蜜雪集团2026H1点评:业绩基本符合市场预期,宣发股息","url":"https://stock-news.laohu8.com/highlight/detail?id=2662091453","media":"草叔消费升级研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662091453?lang=zh_cn&edition=full","pubTime":"2026-08-28 16:07","pubTimestamp":1787904420,"startTime":"0","endTime":"0","summary":"投资要点事件:2026H1,实现营收152亿元/同比+2%,归母净利润23亿元/同比-15%,同时宣发2026H1股息,拟宣发中期股息2.65元/股,合计10.06亿元。高速开店,2026H1单店预计为负。盈利能力基本符合市场预期。同时,公司宣发10.06亿元股息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzIwMjU2Nzg0MQ==&mid=2247558067&idx=2&sn=70c2854ab931371e048cd22960515eeb&chksm=9740a812bf7248336bde9ca7061d32571ca0b9dda4b837e41e6d7d3957c013cf9b9f6c676c71&scene=0#rd","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":"weixin_highlight","symbols":["BK1587","02097","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662530990","title":"海量财经 | 开店神话落幕?雪王增速 “踩刹车”,开店万店利润反降","url":"https://stock-news.laohu8.com/highlight/detail?id=2662530990","media":"海报新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662530990?lang=zh_cn&edition=full","pubTime":"2026-08-28 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