港股異動丨蜜雪集團股價突破500港元,市值超1900億,穩居中國餐飲類上市公司市值第一
蜜雪集團(2097.HK)拉昇升超8%至510港元,再創歷史新高,市值達1938億港元,穩居中國餐飲類上市公司市值第一。蜜雪集團今年3月3日在港掛牌上市,現價較IPO價格202.5港元已累升151%。蜜雪集團2024年錄得收入248.289億元,同比增加22.3%;淨利潤44.542億元,同比增加39.8%。蜜雪集團集團主攻中國大眾市場,按2024年門店數量計是目前國內最大現制飲品企業,在全國共有超過4.1萬間店,在海外亦有4,895間分店,幾乎全為加盟店。瑞銀預測蜜雪2025至2027年收入及淨利潤年均複合增長率將達到18%及19%,看好其供應鏈能力和加盟模式。東吳證券發表研報指,蜜雪集團作為平價現制飲品龍頭,自建端對端全流程供應鏈體系打造核心壁壘,IP化品牌營銷塑造品牌心智。另外,該公司以加盟模式深耕下沉市場,推進品牌出海,持續鞏固行業地位。東吳證券預計,蜜雪集團2024至2026財年歸母淨利潤將分別為43.8億、51.2億及59.4億元,對應市盈率分別為28、24及21倍。

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