MIXUE GROUP(02097)

446.600+16.200+3.76%

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    • 郑凯文宝宝
      ·
      2025-12-12

      Mixue Group (2097.HK): Cost Leadership and Global Expansion Set the Stage for Multi-Year Growth

      $蜜雪集团(02097)$  Mixue Group’s latest coverage highlights a business model that is scaling more rapidly — and more efficiently — than most beverage peers. The company now operates 53,000+ stores worldwide, including nearly 4,800 overseas, making it the world’s largest freshly-made beverage chain. Its core advantage comes from an integrated cost structure: End-to-end supply chain with self-produced ingredients Highly standardized operations A widely recognized brand IP (“Snow King”) Extremely low marketing spending relative to industry norms Deferred demand in lower-tier Chinese cities and accelerating growth in Southeast Asia provide meaningful visibility for store expansion. Mixue already holds 19.5% market share in Southeast Asia and is extendi
      Mixue Group (2097.HK): Cost Leadership and Global Expansion Set the Stage for Multi-Year Growth
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      SG Visual Research
      ·
      2025-12-12

      Mixue Group (2097.HK): Cost Leadership and Global Expansion Set the Stage for Multi-Year Growth

      $蜜雪集团(02097)$  Mixue Group’s latest coverage highlights a business model that is scaling more rapidly — and more efficiently — than most beverage peers. The company now operates 53,000+ stores worldwide, including nearly 4,800 overseas, making it the world’s largest freshly-made beverage chain. Its core advantage comes from an integrated cost structure: End-to-end supply chain with self-produced ingredients Highly standardized operations A widely recognized brand IP (“Snow King”) Extremely low marketing spending relative to industry norms Deferred demand in lower-tier Chinese cities and accelerating growth in Southeast Asia provide meaningful visibility for store expansion. Mixue already holds 19.5% market share in Southeast Asia and is exte
      Mixue Group (2097.HK): Cost Leadership and Global Expansion Set the Stage for Multi-Year Growth
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      微笑的你
      ·
      2025-12-10
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      Doyfy
      ·
      2025-09-04
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      HKEX_Comments
      ·
      2025-08-29

      Weekly | HSI Nears 26,000 Points Amid Positive News

      This week, Hong Kong stocks surged before pulling back, with the $HSI(HSI)$ nearly reaching the 26,000-point mark. However, it failed to break through and ended the week down by 1.03%.US Fed's Powell Suggests Possible Rate CutThe market was influenced by US Federal Reserve Chairman Jerome Powell’s remarks at the Jackson Hole symposium last Friday. He noted that, despite inflation concerns, the rising risks in the job market could lead the Fed to cut rates in September.This sent US stocks soaring, with the Nasdaq gaining over 1.8%, nearing its all-time high. The rally in US stocks helped lift the Hang Seng Index on Monday, which rose by over 1.9%, hitting 25,918.86 points, just shy of the 26,000-point threshold.However, after the sharp rise in the H
      Weekly | HSI Nears 26,000 Points Amid Positive News
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      lin1523
      ·
      2025-08-28
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      TigerAI
      ·
      2025-08-27

      Q: What is MIXUE GROUP(02097) Earnings Summary?

      TigerGPT Answer: **Bullish Points:** 1. Revenue increased by 39.3% to RMB 14,874.8 million, driven by higher product and equipment sales, as well as franchise and related services. 2. Net profit rose by 44.1% to RMB 2,718.2 million, attributed to increased sales and operational efficiency. 3. Gross profit increased by 38.3% to RMB 4,706.4 million. 4. Other income and gains surged by 96.0% to RMB 158.6 million, mainly due to higher interest income and government subsidies. 5. Financial costs decreased significantly by 52.3% to RMB 2.1 million due to repayment of bank loans. 6. The company had no interest-bearing bank and other borrowings as of June 30, 2025. 7. The leverage ratio decreased to 21.7%. 8. Cash and cash equivalents, term deposits, and res
      Q: What is MIXUE GROUP(02097) Earnings Summary?
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      HKEX_Comments
      ·
      2025-08-22

      Weekly | A-shares Surge, Will HSI Hit New Highs?

      This week, Hong Kong stocks showed strong resilience, with the $HSI(HSI)$ rising 0.27% over the week.Key Earnings Reports Drive Stock Prices UpSeveral companies released their earnings reports this week, with standout performances from: $LEAPMOTOR(09863)$ : The company turned a profit for the first half of the year, becoming the second new Chinese carmaker to achieve profitability. This boosted its stock by over 8%, hitting an all-time high. $POP MART(09992)$ : The company saw its net profit skyrocket by 396.5%, with a 204.4% year-on-year revenue increase. The stock surged by 18%, pushing its market value past HK$ 430 billion.
      Weekly | A-shares Surge, Will HSI Hit New Highs?
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      HKEX_Comments
      ·
      2025-08-01

      Weekly | HSI Fell Below 25,000 as Southbound Funds Rush to Buy!

      This week, Hong Kong stocks saw a volatile trend, with the $HSI(HSI)$ dropping 3.47%, falling below the 25,000 mark.Key News & DevelopmentsEarly in the week, China and the U.S. held the third round of trade talks in Switzerland. Both sides agreed to extend the negotiation deadline by 90 days, pushing it past the originally planned August 12th date. However, U.S. Treasury Secretary noted that the final decision rests with President Trump. Chinese negotiator stated that both sides had "in-depth, candid, and constructive exchanges." He emphasized that China would continue to push for the suspension of tariffs and countermeasures.On July 30, the Politburo of the Communist Party of China held a meeting to assess the current economic situation and se
      Weekly | HSI Fell Below 25,000 as Southbound Funds Rush to Buy!
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      炒股养小猫
      ·
      2025-07-29
      $MIXUE GROUP(02097)$ 出国旅游的时候,经常看到国外的蜜雪也挤满了人在排队下单。前一阵子广州交易会,附近的蜜雪天天都是爆单。 供应链强的可怕,就差没有自己养奶牛了。
      02097
      07-29 14:56
      HKMIXUE GROUP
      SidePrice | FilledRealized P&L
      Buy
      Open
      478.00
      100
      --
      Closed
      MIXUE GROUP
      $MIXUE GROUP(02097)$ 出国旅游的时候,经常看到国外的蜜雪也挤满了人在排队下单。前一阵子广州交易会,附近的蜜雪天天都是爆单。 供应链强的可怕,就差没有自己养奶牛了。
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    • Company Profile

      Company Name
      MIXUE GROUP
      Market
      SEHK
      Establishment Date
      - -
      Employees
      - -
      Office Location
      - -
      Website
      - -
      Zip Code
      - -
      Phone
      - -
      Fax
      - -
      Introduction
      Mixue Bingcheng Co Ltd is a China-based company principally engaged in the provision of ice cream and tea. The Company is a national chain brand, and its main products include ice cream, tea, milk tea, real fruit tea, coffee and others. The Company mainly operates its businesses in the domestic market.
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      High
      449.000
      Open
      435.200
      Volume%
      1.17
      Low
      426.800
      Close
      430.400
      T/O Rate
      0.32%
       
       
       
       

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