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“港股消費品F4”——泡泡瑪特、毛戈平、蜜雪集團、老鋪黃金齊創新高!
港股市場新消費股今年以來的走勢異常亮眼。其中,老鋪黃金、泡泡瑪特、毛戈平、蜜雪集團憑藉各自獨特的商業模式和市場定位,成爲消費市場中的璀璨明星,還被市場稱爲“港股消費品F4”。今日盤中:國內潮玩板塊的領軍企業泡泡瑪特漲近5%報245港元,再創歷史新高,市值逼近3300億港元;該股年內已累漲168%。毛戈平漲超7%報123港元,創上市新高,市值超600億港元;該股年內累漲110%。毛戈平是中國目前唯一一家以彩妝爲核心產品的上市公司。蜜雪集團漲近5%報615港元,創上市新高,市值超2300億港元;目前,蜜雪集團市值已反超多家老牌酒業品牌。超騰訊,榮登港股“新股王”的老鋪黃金昨日創出歷史新高978.5港元,市值逼近1700億港元;該股年內累漲超300%。走高端路線的老鋪黃金,2024年門店平均業績超3億元。在業績說明會上,創始人徐高明更是喊出“未來平均店效一定要超10億元”的目標,直接對標國際高奢品牌愛馬仕。




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