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《大行》摩通降蜜雪集團(02097.HK)評級至「減持」 目標價削至270元
摩根大通發表研究報告，將蜜雪集團(02097.HK)的評級由「增持」大幅下調至「減持」，目標價由521元削減至270元。摩通表示，蜜雪集團多年高速增長階段即將結束，管理層預示今年將調整步伐，未來12個月將面臨外部補貼政策退場及內部結構性挑戰，將處於從增長型轉向價值型的階段。該行認為，蜜雪集團與「幸運咖」之間的內部競爭正在升溫，加上門店擴張速度放緩及毛利率壓力...
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《大行》摩通降蜜雪集團(02097.HK)評級至「減持」 目標價削至270元
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摩根大通發表研究報告，將蜜雪集團(02097.HK)  -6.600 (-2.279%)    Short selling $17.21M; Ratio 52.604%   的評級由「增持」大幅下調至「減持」，目標價由521元削減至270元。

摩通表示，蜜雪集團多年高速增長階段即將結束，管理層預示今年將調整步伐，未來12個月將面臨外部補貼政策退場及內部結構性挑戰，將處於從增長型轉向價值型的階段。

該行認為，蜜雪集團與「幸運咖」之間的內部競爭正在升溫，加上門店擴張速度放緩及毛利率壓力，下調蜜雪集團2026及27年盈利預測9至14%，預計公司今年毛利率收窄1.1個百分點至30%，並面臨成本上漲的風險。(sl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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