大和升蜜雪集团目标价至608港元 评级跑赢大市

Group 1 - Daiwa raised the target price for Mixue Group to HKD 608, maintaining an "outperform" rating [1] - The strong rebound in the domestic tea beverage industry was driven by Meituan's commitment to defend its market share at all costs, leading to ongoing price wars among food delivery platforms [1] - The increase in target price reflects higher same-store sales growth forecasts due to intensified competition in the delivery platform sector and a rapid pace of new store openings [1] Group 2 - Earnings per share forecasts have been adjusted upward by 5-6% [1]