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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
蜜雪集團
195.500
+2.200
1.14%
手動刷新
成交量:
16.13萬
成交額:
3,136.34萬
市值:
742.90億
市盈率:
10.68
高:
196.500
開:
193.700
低:
191.600
收:
193.300
52周最高:
465.800
52周最低:
191.600
股本:
3.80億
香港流通股本:
1.51億
量比:
0.71
換手率:
0.11%
股息:
- -
股息率:
- -
每股收益(LYR):
18.310
淨資產收益率:
22.82%
總資產收益率:
14.05%
市淨率:
2.38
市盈率(LYR):
10.68
市銷率:
1.87
資料載入中...
總覽
公司
新聞
公告
蜜雪集團1年市值蒸發1400億港元 實控人身家蒸發1148億
中金财经
·
06/22
【券商聚焦】華興證券維持蜜雪集團(02097)「買入」評級 指真正驗證窗口在4Q26
金吾财讯
·
06/22
異動解讀|蜜雪集團盤中下跌3.16%,外賣補貼退坡疊加門店擴張見頂持續承壓
行情直击
·
06/22
中銀國際:蜜雪集團首予「增持」評級 在下沉市場具備強競爭優勢
新浪港股
·
06/21
蜜雪冰城升級現磨咖啡,10 億元補貼加盟商
新浪财经
·
06/18
【券商聚焦】中銀證券首予蜜雪集團(02097)「增持」評級 指其下沉市場優勢顯著
金吾财讯
·
06/18
異動解讀|蜜雪集團盤中下跌3.07%,外賣補貼退坡疊加門店擴張見頂持續承壓
行情直击
·
06/18
異動解讀|蜜雪集團盤中下跌3.01%,外賣補貼退坡疊加門店擴張見頂持續承壓
行情直击
·
06/16
東吳證券:尋找具備規模及盈利願景的連鎖龍頭企業
智通财经
·
06/16
VC/PE周報|蜜雪冰城出資15億元做LP;海洋機器人領域最大單輪融資誕生
每日经济新闻
·
06/15
超越蜜雪冰城!溜溜梅IPO獲6586倍超額認購,18萬散户抽新股,上市首日股價一度升逾180%
时代财经
·
06/15
異動解讀|蜜雪集團盤中下跌3.04%,外賣補貼退坡疊加門店擴張見頂持續承壓
行情直击
·
06/15
蜜雪冰城清華CEO豪擲15億牽手北大團隊:25%淨利潤投向哪裏
财中社
·
06/12
異動解讀|蜜雪集團盤中上漲3.07%,15億投資私募基金疊加戰略轉型持續提振
行情直击
·
06/12
港股異動 | 蜜雪集團(02097)午後升逾4% 蜜雪冰城斥資15億投資私募基金 資本運作進入新階段
智通财经
·
06/11
異動解讀 | 戰略調整與IP化推進,蜜雪集團盤中大漲5.08%
异动解读
·
06/11
異動解讀|蜜雪集團盤中上漲3.26%,股價觸及52周低位後技術性反彈
行情直击
·
06/11
中國銀河證券:外賣退坡效應漸顯 關注茶飲左側佈局機會
智通财经
·
06/10
1萬多家店倒閉,正新雞排慌了
盐财经
·
06/09
異動解讀|蜜雪集團盤中下跌3.01%,增長天花板與成本壓力持續壓制股價
行情直击
·
06/08
更多
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中银国际发布研报称,首次覆盖蜜雪集团(02097),给予增持评级,主要考虑到:1)公司在茶饮市场一超多强,在咖啡市场也具备一定竞争力,整体来看在下沉市场竞争力显著,有望享受下沉市场增长红利;2)公司在出海领域布局全国领先,多地区共进,门店数量提升有望带来新增长点;3)公司持续发力供应链建设,维护加盟商生态,竞争壁垒厚,在市场冲击下有望守护自身优势;4)品牌IP建设有望同消费者产生情绪共鸣,构建情绪壁垒,同时IP热度不断上升,变现空间更大。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-06-21/doc-inieeaqu1042185.shtml","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":"sina","symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644770907","title":"蜜雪冰城升級現磨咖啡,10 億元補貼加盟商","url":"https://stock-news.laohu8.com/highlight/detail?id=2644770907","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644770907?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 15:08","pubTimestamp":1781766480,"startTime":"0","endTime":"0","summary":" 6月18日,近日,蜜雪冰城门店升级现磨咖啡产品。据悉,蜜雪冰城拿出10亿元专项资金,补贴加盟商引入全自动咖啡机。2025年上半年,蜜雪咖啡全国门店合计卖出超2亿杯。 今年3月,蜜雪冰城在郑州部分门店启动现磨咖啡升级试点,将传统滴滤咖啡升级为现磨咖啡,主打“现磨更新鲜”。 为了助力门店做强长期收益,蜜雪冰城近期推出10亿元补贴计划,还推出咖啡豆九折等加盟商让利政策。","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":"https://finance.sina.com.cn/stock/marketresearch/2026-06-18/doc-inicvfct3328946.shtml","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":"sina","symbols":["BK1616","BK1587","BK1233","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644772637","title":"【券商聚焦】中銀證券首予蜜雪集團(02097)「增持」評級 指其下沉市場優勢顯著","url":"https://stock-news.laohu8.com/highlight/detail?id=2644772637","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644772637?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 14:32","pubTimestamp":1781764335,"startTime":"0","endTime":"0","summary":"研报认为,蜜雪集团是我国现制茶饮第一品牌,截至2025年全球门店总数约6万家,其中三线及以下城市门店占比达58%,在下沉市场具备强竞争优势。参考可比公司,公司估值贴近平均水准,但考虑到下沉市场增长红利、出海领先布局、供应链壁垒及IP变现空间,首次覆盖给予增持评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984083","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","601696"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160805743","title":"異動解讀|蜜雪集團盤中下跌3.07%,外賣補貼退坡疊加門店擴張見頂持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1160805743","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160805743?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 13:11","pubTimestamp":1781759498,"startTime":"0","endTime":"0","summary":"6月18日,蜜雪集团盘中下跌3.07%,报245.6港元/股,成交额8824.87万港元,股价再创52周新低,延续近期弱势。消息面上,多重利空持续压制股价。此外,公司近期换帅引发市场不确定性,新任CEO坦承门店盈利将承压。行业方面,餐馆板块整体偏弱,小菜园跌2.5%、美团跌2.22%、海底捞跌1.97%。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117111400","title":"異動解讀|蜜雪集團盤中下跌3.01%,外賣補貼退坡疊加門店擴張見頂持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1117111400","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117111400?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 10:27","pubTimestamp":1781576840,"startTime":"0","endTime":"0","summary":"6月16日,蜜雪集团盘中下跌3.01%,报257.6港元/股,成交额2185.32万港元,延续近期弱势。消息面上,多重利空持续压制股价。中国银河证券研报指出,4-5月外卖平台补贴进一步放缓已是确定性趋势,预计5月起行业同店流水将普遍转负至9月;公司新任CEO亦坦承外卖补贴退坡后门店盈利将承压。行业方面,餐馆板块整体偏弱,古茗跌3.74%、美团跌3.64%。","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":"","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643738844","title":"東吳證券:尋找具備規模及盈利願景的連鎖龍頭企業","url":"https://stock-news.laohu8.com/highlight/detail?id=2643738844","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643738844?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 10:25","pubTimestamp":1781576753,"startTime":"0","endTime":"0","summary":"我们于本文提出服务商业的概念,旨于寻找具备规模及盈利愿景的连锁龙头企业。核心推荐:1)具备下沉能力的茶饮龙头,蜜雪集团、古茗等;2)零食折扣连锁,鸣鸣很忙、万辰集团等;3)其他:有改革基因及能力的商超百货龙头、酒店龙头、名创优品等。","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":"http://www.zhitongcaijing.com/content/detail/1454802.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_zhitongcaijing","symbols":["BK0276","BK1249","02097","01364","BK0009","BK0188","09896","BK0028","BK1587","601555","LU0211977185.USD","BK1132","BK1246","01768","BK0183","BK1616","BK0012","LU2488822045.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643277439","title":"VC/PE周報|蜜雪冰城出資15億元做LP;海洋機器人領域最大單輪融資誕生","url":"https://stock-news.laohu8.com/highlight/detail?id=2643277439","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643277439?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 18:38","pubTimestamp":1781519921,"startTime":"0","endTime":"0","summary":"在近日的创投市场中,蜜雪冰城出资15亿元做LP,跨界涉足科创投资;中国人民大学教育基金会认缴2000万元,成为深圳市重投一号重大产业生态发展私募股权投资基金合伙企业(有限合伙)的LP,高校LP阵容持续扩容。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606153771696066.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/202606153771696066.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":["LU0757428866.USD","VC","IE00BZ199S13.USD","BK1616","BK4124","BK1587","02097","LU1815336091.USD","ROBO","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643224570","title":"超越蜜雪冰城!溜溜梅IPO獲6586倍超額認購,18萬散户抽新股,上市首日股價一度升逾180%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643224570","media":"时代财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643224570?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 12:08","pubTimestamp":1781496481,"startTime":"0","endTime":"0","summary":"超越蜜雪冰城,溜溜梅的IPO火了。对比业内热门标的,溜溜梅的认购热度赶超明星消费股。市场分析认为,溜溜梅此次获得超高认购的重要原因之一,是其国民知名度较高。此次IPO,溜溜梅合计全球发售1146.41万股,所得款项总额将近5亿港元,扣除预估的应付上市开支后,所得款项净额约4.40亿港元。2019年6月,溜溜梅第一次冲刺IPO,向深交所递交A股上市申请,但在同年12月主动撤回。","market":"sh","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://hk.jrj.com.cn/2026/06/15120857468167.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":"jinrongjie_stock","symbols":["IPOS","06658","BK1587","BK1616","BK1233","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186875970","title":"異動解讀|蜜雪集團盤中下跌3.04%,外賣補貼退坡疊加門店擴張見頂持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1186875970","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186875970?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 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15:51","pubTimestamp":1781250660,"startTime":"0","endTime":"0","summary":"企查查信息显示,日前,蜜雪集团(02097)出资15亿元,成为深圳前海华夏投兴旺科创基金的最大出资人,持股比例高达98.68%。这家有限合伙的执行事务合伙人是深圳前海兴旺投资管理有限公司(下称“兴旺投资”)。公司官网显示,兴旺投资成立于2015年,是专注于硬科技和大消费领域的创业投资机构,总管理规模逾百亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606123769905435.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606123769905435.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":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158072045","title":"異動解讀|蜜雪集團盤中上漲3.07%,15億投資私募基金疊加戰略轉型持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072045","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158072045?lang=zh_tw&edition=fundamental","pubTime":"2026-06-12 13:49","pubTimestamp":1781243377,"startTime":"0","endTime":"0","summary":"6月12日,蜜雪集团盘中上涨3.07%,报281.6港元/股,成交额6941.63万港元。消息面上,蜜雪冰城近期斥资15亿元入股深圳前海华夏投兴旺科技创业投资基金,出资比例达98%,标志着公司资本运作进入新阶段。此外,公司当前市盈率仅约15倍,处于历史极低区间,股价此前逼近52周低位后连续吸引资金回补。蜜雪集团所在餐馆行业中,古茗涨4.15%,海底捞涨2.11%,沪上阿姨涨1.89%,百胜中国涨0.88%,美团跌0.51%,蜜雪集团表现居前。","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":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642406444","title":"港股異動 | 蜜雪集團(02097)午後升逾4% 蜜雪冰城斥資15億投資私募基金 資本運作進入新階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2642406444","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642406444?lang=zh_tw&edition=fundamental","pubTime":"2026-06-11 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戰略調整與IP化推進,蜜雪集團盤中大漲5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150196019","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150196019?lang=zh_tw&edition=fundamental","pubTime":"2026-06-11 13:49","pubTimestamp":1781156960,"startTime":"0","endTime":"0","summary":"蜜雪集团今日盘中大涨5.08%,引起了市场的广泛关注。消息面上,公司近期多重战略动作密集落地。新任CEO张渊明确提出将从规模扩张转向质量优先,聚焦存量门店运营效益提升;同时公司IP化战略持续推进,动画电影《许愿吧!雪王》已获国家电影局批准立项。此外,公司当前市盈率仅约15倍,处于历史极低区间,在股价逼近52周低位后吸引资金回补,从而推动了股价的上涨。","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":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":"1146030441","title":"異動解讀|蜜雪集團盤中上漲3.26%,股價觸及52周低位後技術性反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1146030441","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146030441?lang=zh_tw&edition=fundamental","pubTime":"2026-06-11 13:17","pubTimestamp":1781155042,"startTime":"0","endTime":"0","summary":"6月11日,蜜雪集团盘中上涨3.26%,报272.2港元/股,成交额5447.98万港元。该股此前连续回调,盘中一度触及250.2港元,逼近52周最低价250港元。消息面上,公司近期多重战略动作密集落地。此外,公司当前市盈率仅约15倍,处于历史极低区间,在股价逼近52周低位后吸引资金回补。公司所在餐馆行业中,美团跌0.19%,百胜中国涨0.53%,海底捞跌2.29%,蜜雪集团表现相对领先。","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":"","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642486104","title":"中國銀河證券:外賣退坡效應漸顯 關注茶飲左側佈局機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2642486104","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642486104?lang=zh_tw&edition=fundamental","pubTime":"2026-06-10 14:08","pubTimestamp":1781071729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,基于股价先行反映退补预期,认为当前龙头公司股价已在左侧筑底过程中,蜜雪、古茗FY26PE均回调至15X附近,建议关注龙头公司基本面拐点/催化。参考美团、阿里财报及业绩会,4-5月外卖平台补贴进一步放缓已是确定性趋势,该行预计5月开始,行业同店流水至少将普遍转负至9月。参考美团洞察数据,该行预计茶饮行业GMV规模在2400-2500亿之间,而现制咖啡/酸奶/冰淇淋GMV在1900亿/100亿/100亿左右。","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://www.zhitongcaijing.com/content/detail/1452449.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_zhitongcaijing","symbols":["BK1233","BK0188","BK1564","BK1616","601881","BK0276","LU0211977185.USD","01364","161027","BK1147","BK1587","02097","LU2488822045.USD","06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642461759","title":"1萬多家店倒閉,正新雞排慌了","url":"https://stock-news.laohu8.com/highlight/detail?id=2642461759","media":"盐财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642461759?lang=zh_tw&edition=fundamental","pubTime":"2026-06-09 17:28","pubTimestamp":1780997322,"startTime":"0","endTime":"0","summary":"但在启动IPO的好消息传出的同时,正新鸡排正深陷关店潮。同一时点,塔斯汀的门店数1.2万多家,华莱士接近2万家,蜜雪冰城超过了4.6万家。在社交平台上,关于正新鸡排的负面评价在2023年后呈爆发式增长。不少食客表示,正新鸡排渐渐地“失了初心”。食客吐槽正新鸡排面皮越来越厚口碑下跌的同时,关店潮席卷而来。他同时指出,正新鸡排最新在册营业门店数量约1.5万家。","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":"https://finance.ifeng.com/c/8tosTkc8mHB","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":"fenghuang_stock","symbols":["BK1616","02097","BK1233","IPOS","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173591589","title":"異動解讀|蜜雪集團盤中下跌3.01%,增長天花板與成本壓力持續壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1173591589","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173591589?lang=zh_tw&edition=fundamental","pubTime":"2026-06-08 13:48","pubTimestamp":1780897684,"startTime":"0","endTime":"0","summary":"6月8日,蜜雪集团盘中下跌3.01%,报257.4港元/股,成交额1.04亿港元,延续近期弱势。消息面上,市场对公司基本面的担忧持续发酵。公司国内门店扩张逼近物理极限,核心业务毛利率从31.2%下滑至29.9%;核心原料柠檬采购价涨幅超60%,而人均消费仅7.3元的定价体系限制了提价空间,利润受到双重挤压。行业方面,餐馆板块今日整体走弱,美团-W跌5.88%、海底捞跌1.67%、古茗跌0.70%,板块联动进一步加剧下行压力。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02097"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":7,"totalSize":200,"code":"91000000","status":"200"}]}}