"蜜雪冰城卖早餐了"！ 近期，蜜雪冰城在部分门店上新的产品引发市场热议。 记者注意到，此次新产品为早餐系列，五红奶、五黑奶、玉米奶、椰椰奶四款含乳饮料均定价5元，少数门店同步供应三明治、面包等简餐。另有网友发 现，蜜雪冰城已开始向部分消费者发放"更喜欢哪种早餐"的调查问卷，疑似为后续产品调整收集数据。 有接近蜜雪冰城的人士表示，"早餐计划"目前在大连、西安、南宁、杭州等城市启动局部试点，仍处于测试阶段，暂未有大规模推广计划。 早餐业务背后是规模庞大的消费市场。有机构预测，2025年中国早餐市场规模将达1.35万亿元，年均复合增长率维持在7%—8%。 不过，该行业目前尚未出现绝对领军品牌，整体呈现"小散乱"状态，CR5（前五大品牌的市占率之和）仅23.5%，即便是巴比馒头、和善园这类颇具规模 的品牌，门店总数仅刚过千家，在更多下沉市场，夫妻店、个体摊贩是主力军。 庞大的市场规模，吸引诸多品牌"跨界"做早餐。 Tims、星巴克等国际连锁品牌多年前便以"烘焙+咖啡"的产品搭配切入早餐场景。近两年随着茶饮行业竞争激烈，更多品牌期望布局早餐业务寻求增长。 古茗创始人王云安在中期业绩会上透露，今年将切入早餐场景，目前其点 ...

Group 1: Hong Kong Fire Incident - The fire in Tai Po, Hong Kong has resulted in 128 fatalities and 79 injuries, with an investigation expected to take three to four weeks [7][6][8] - The Hong Kong Independent Commission Against Corruption has established a special task force to investigate potential corruption related to the renovation project, leading to the arrest of 8 individuals [6][8] - The Hong Kong government will lower flags to half-mast from November 29 to December 1 to mourn the victims of the fire [6][8] Group 2: Stock Market Performance - U.S. stock indices have risen for the fifth consecutive trading day, with the Nasdaq up 0.65%, the Dow Jones up 0.61%, and the S&P 500 up 0.54% [4][6] - Major tech stocks saw significant gains, with Intel rising 10%, marking its largest single-day increase since September 18 [4][6] - Chinese concept stocks also performed well, with the Nasdaq Golden Dragon China Index up 0.54% [4][6] Group 3: Commodity Market Updates - International precious metals futures saw significant increases, with COMEX gold futures rising 1.59% to $4256.4 per ounce and COMEX silver futures rising 6.06% to $57.085 per ounce, reaching a historical high [2][4] - LME copper prices surged by 2.5%, reaching approximately $11,210 per ton, also a historical high [2][4] Group 4: Banking Sector Response - Several banks in Hong Kong have pledged financial support for disaster relief and reconstruction efforts following the Tai Po fire, with major banks announcing donations and emergency services for affected customers [8] Group 5: Regulatory Developments - The China Securities Regulatory Commission is seeking public opinion on a draft announcement for the pilot of commercial real estate investment trusts (REITs) to enhance the quality of the market [10] - The China Securities Regulatory Commission has released a draft for public consultation regarding the implementation of supervision measures in the securities and futures market [11] Group 6: Corporate News - Guizhou Moutai has elected Chen Hua as the chairman of its board and announced a share buyback plan with a budget of between 1.5 billion and 3 billion RMB [18] - Wenta Technology has issued a statement regarding the control dispute with Nexperia, urging for constructive dialogue to stabilize the global supply chain [19] - Airbus has announced that approximately 6,000 A320 aircraft require urgent software updates due to safety concerns, leading to flight cancellations by several airlines [20]

Market Overview - US stock indices rose collectively for the fifth consecutive trading day, with the Nasdaq up 0.65%, Dow Jones up 0.61%, and S&P 500 up 0.54% [3] - Major tech stocks saw gains, with Intel rising 10%, marking its largest single-day increase since September 18 [3] - International precious metals futures surged, with COMEX gold futures up 1.59% at $4256.4 per ounce and COMEX silver futures up 6.06% at $57.085 per ounce, reaching a historical high [3] Hong Kong Fire Incident - The fire in Tai Po, Hong Kong, has resulted in 128 fatalities and 79 injuries, with an investigation expected to take three to four weeks [7] - The Hong Kong government will lower flags to half-mast from November 29 to December 1 in mourning for the victims [6] - Eight individuals have been arrested by the Hong Kong Independent Commission Against Corruption in connection with the fire, related to potential corruption in the renovation project [6] Regulatory Developments - The China Securities Regulatory Commission (CSRC) is seeking public opinion on a draft announcement for a pilot program of commercial real estate investment trusts (REITs) to enhance the capital market's service to the real economy [9] - The CSRC has also released a draft for the implementation measures of securities and futures market supervision, aiming to improve regulatory practices [10] - New regulations for live-streaming e-commerce are set to be introduced to define responsibilities and protect consumer rights [11] Corporate Announcements - Guizhou Moutai has elected Chen Hua as the chairman of its board and announced a share buyback plan of up to RMB 30 billion [19][20] - Wenta Technology has issued a statement regarding the control dispute with Nexperia, urging for constructive dialogue to stabilize the global supply chain [21] - Airbus announced that approximately 6,000 A320 aircraft require urgent software updates due to safety concerns, leading to operational delays for several airlines [22] Industry Insights - Research institutions predict a 50% increase in storage chip prices due to rising demand from AI infrastructure [23] - Xiaomi's CEO responded to energy consumption evaluations of their vehicles, indicating ongoing efforts to improve efficiency [24] - ST Lifang is facing delisting procedures due to significant financial fraud, having inflated revenues by RMB 638 million [26] Market Reactions - Meituan's CEO commented on the external delivery price war, indicating a shift in investment strategy based on market competition [28] - Apple may face fines up to $38 billion due to alleged anti-competitive practices in India, which could impact its service revenue growth [29][30]

Group 1: Stock Movements - Emperor International (00163) rose nearly 6% after reaching an agreement with banks to restore existing loan arrangements based on previously agreed commercial terms [1] - Gaming stocks generally increased, with MGM China (02282) up 3.43%, Melco International Development (00200) up 2.24%, Sands China (01928) up 2.32%, and Galaxy Entertainment (00027) up 1.81%. Morgan Stanley reported that total gaming revenue for the first 23 days of the month was MOP 15.6 billion, averaging MOP 678 million per day [1] - Dongyue Group (00189) increased nearly 5% as PVDF market prices rose from CNY 49,000 per ton at the beginning of November to CNY 52,000 per ton as of November 20 [1] - UBTECH Robotics (09880) surged over 4% after announcing a successful bid for a humanoid robot data collection and training center project in Jiangxi, valued at CNY 143 million [1] Group 2: Strategic Partnerships and Collaborations - China Energy Storage Technology (02399) fell over 6% after announcing a non-binding memorandum of understanding for strategic cooperation with Guo Heng Group Pte. Ltd. [2] - Yujian Technology (02432) rose over 6% after signing a strategic cooperation framework agreement with Green Source Group (02451) to promote the application of 5,000 robotic dogs in smart store upgrades [2] - Junsheng Electronics (00699) and Hezhima Intelligent (02533) continued to rise, with Junsheng up 4.14% after announcing a strategic cooperation to jointly develop robot control systems and solutions [3] Group 3: Market Trends and Consumer Behavior - Gold stocks collectively rose, with Zhenfeng Gold (01815) up 5.8%, China Silver Group (00815) up 2.99%, Lingbao Gold (03330) up 4.66%, Chifeng Gold (06693) up 3.3%, and China Gold International (02099) up 5.38%. Recent comments from Federal Reserve officials and delayed economic data have supported expectations for interest rate cuts [2] - Mixue Group (02097) saw a nearly 3% increase amid speculation about launching a breakfast menu, with initial trials in select cities [3] - Pop Mart (09992) rose nearly 4% following a government initiative aimed at enhancing consumer goods supply and promoting diverse consumption [4]

西部证券此前指，看好公司极致性价比背后的供应链运营能力，同时发挥协同效应扩张不同品类打开天 花板。建银国际表示，蜜雪集团今年上半年业绩超预期，尽管外卖补贴常态化，集团仍交出韧性业绩。 该行预计蜜雪冰城2025年下半年收入增长25.4%，净利润增长17%。 本文源自：智通财经网 智通财经获悉，蜜雪集团(02097)盘中涨超3%，截至发稿，涨2.81%，报424.6港元，成交额9668.71万港 元。 消息面上，据21世纪经济报道，近日，有网友在社交平台上分享蜜雪冰城关于早餐调查的问卷，并发 文：蜜雪冰城要开始卖早餐了？还有部分网友晒出了早餐系列的产品截图，售价均为5元。记者从一位 接近蜜雪冰城的人士处了解到，目前"早餐计划"仅在大连、西安、南宁、杭州等城市进行部分试新，上 线产品包括早餐椰椰奶、早餐五红奶、早餐五黑奶、早餐玉米奶四款乳品。同时，目前暂时没有大面积 推广计划。 ...

每经AI快讯，蜜雪集团(02097.HK)盘中涨超3%，截至发稿，涨2.81%，报424.6港元，成交额9668.71万 港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Mixue Group, is testing a breakfast product line in select cities, which has led to a positive market reaction reflected in its stock price increase [1] Group 1: Product Development - Mixue Group is conducting a trial for its breakfast offerings in cities such as Dalian, Xi'an, Nanning, and Hangzhou, with products priced at 5 yuan each [1] - The initial breakfast product lineup includes four dairy options: Breakfast Coconut Milk, Breakfast Five Red Milk, Breakfast Five Black Milk, and Breakfast Corn Milk [1] - There is currently no plan for a large-scale rollout of the breakfast products [1] Group 2: Market Performance - The stock price of Mixue Group rose by over 3% during trading, with a current price of 424.6 HKD and a trading volume of 96.6871 million HKD [1] - Western Securities has expressed optimism regarding the company's supply chain capabilities and its potential for expanding different product categories [1] - According to Jianyin International, Mixue Group's performance in the first half of the year exceeded expectations, showing resilience despite the normalization of delivery subsidies [1] - Jianyin International projects a revenue growth of 25.4% and a net profit growth of 17% for Mixue Ice City by the second half of 2025 [1]

建银国际发布研报称，维持蜜雪集团(02097)"跑赢大市"评级，主要考虑到半年业绩表现优于预期，该 行小幅上调2026年盈测1%。由于补贴退坡速度略慢于该行此前预期，故预计2025年下半年收入增长 25.4%，净利润增长17%。 蜜雪集团今年上半年业绩超预期，尽管外卖补贴常态化，集团仍交出韧性业绩。线下方面，公司透过品 牌/IP主导的活动带动门店客流;线上则升级"蜜雪冰城"小程式及会员体系，提升用户参与度与留存率， 两者共同抵销外卖价格战降温带来的流量拖累。 报告表示，集团调整门店销售点(POS)策略，实现健康可持续增长，预计今明两年国内门店销售点增长 率分别为11%/9%；海外市场方面运营策略调整将持续至2026年上半年，海外净新增门店数量将于2026 年下半年上涨。集团层面，预计2025-2026年门店销售点分别增加14%/10%。 ...

蜜雪集团今年上半年业绩超预期，尽管外卖补贴常态化，集团仍交出韧性业绩。线下方面，公司透过品 牌/IP主导的活动带动门店客流;线上则升级"蜜雪冰城"小程式及会员体系，提升用户参与度与留存率， 两者共同抵销外卖价格战降温带来的流量拖累。 报告表示，集团调整门店销售点(POS)策略，实现健康可持续增长，预计今明两年国内门店销售点增长 率分别为11%/9%；海外市场方面运营策略调整将持续至2026年上半年，海外净新增门店数量将于2026 年下半年上涨。集团层面，预计2025-2026年门店销售点分别增加14%/10%。 建银国际发布研报称，维持蜜雪集团(02097)"跑赢大市"评级，主要考虑到半年业绩表现优于预期，该 行小幅上调2026年盈测1%。由于补贴退坡速度略慢于该行此前预期，故预计2025年下半年收入增长 25.4%，净利润增长17%。 ...

除了"豆浆、油条、豆腐脑；玉米、红薯、小米粥，甚至还有牛奶、咖啡、三明治"等，问卷还询问被访 者的性别、年龄、职业、省份、购买早餐的花费等多个选项，以及大家希望的形式和口味。 图片来源：智通财经 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，有不少网友在社交平台上分享，自己从蜜雪冰城（企业微信）的社群推广和朋友圈中看到，雪王 发布了一份调查问卷，让大家聊一聊"哪个是你最喜欢的早餐"。 有网传截图显示，在官方小程序点单界面，蜜雪冰城新增 "早餐系列"，已上架"早餐系列"包括五红奶、五黑奶、玉米奶、椰椰奶等，均售价5元。 | 自提 | 外送 | Q 奥利奥奶 > | | | --- | --- | --- | --- | | ☆ 蜜雪冰城(上沙店) > | | | | | ⊙ 直线距离136.9km | | | | | ●)进群领30元券包! | | | 查看更多 > | | 经典菜单 | 双杯9.9起 | 积分利免单 | 我的常点 | | 景季新品 | 早餐系列 | | | | TOP5 | | 早餐五红奶(含乳饮料) | | | 本店热销 | | 蜜雪冰城卖早餐脑 | | | ...