异动解读 | 香港门店收缩及海外扩张受挫，蜜雪集团盘中大跌5.14%

异动解读07-09

蜜雪集团今日盘中大跌5.14%，引发了市场的广泛关注。

消息面上，据报道，蜜雪冰城香港门店从巅峰期的9家缩减至5家，核心商圈布局出现全面收缩。尽管公司官方回应称属于阶段性经营优化，但市场对其平价走量模式在高租金市场的适应性存在担忧。同时，公司海外扩张首次出现年度净减少，全年净关店达428家，其中日本市场三年仅存4家门店，远低于此前设定的千店目标。

叠加公司股价年内已接近腰斩、一年内市值蒸发超1400亿港元的背景，市场信心持续承压，这些因素共同导致了今日股价的显著下跌。

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