蜜雪集团上半年营收148.7亿元，全球门店数超5.3万家

Core Insights - The core viewpoint of the articles highlights the significant growth and expansion of Mixue Group, driven by enhanced supply chain capabilities, brand IP development, and optimized store operations [1][2][3] Financial Performance - In the first half of 2025, Mixue Group achieved a revenue of 14.87 billion yuan, representing a year-on-year increase of 39.3% [1] - Gross profit reached 4.71 billion yuan, up 38.3% year-on-year [1] - Net profit was 2.72 billion yuan, reflecting a 44.1% increase compared to the previous year [1] Store Expansion - As of June 30, 2025, Mixue Group's total number of global stores reached 53,014, with an addition of 9,796 stores compared to the same period last year [1] - The number of stores in third-tier cities and below reached 27,804, accounting for 57.6% of the total stores in mainland China, with an increase of 5,707 stores year-on-year [1] International Expansion - Mixue Group opened its first store in Kazakhstan in April 2025, marking its entry into the Central Asian market [1] - The brand's coffee segment, Lucky Coffee, opened its first overseas store in Malaysia in August 2025, initiating its global expansion [1] Operational Efficiency - The company is enhancing store efficiency through technology, with over 5,600 stores testing and promoting smart dispensing machines since October 2024 [2] - Mixue Group has established a comprehensive end-to-end supply chain system, covering procurement, production, logistics, research and development, and quality control [2] - The company has signed a procurement agreement worth 4 billion yuan with Brazil to expand its global sourcing of quality raw materials [2] Brand Development and Product Innovation - Mixue Group's flagship store in Zhengzhou attracted over 240,000 visitors during the May Day holiday, showcasing its brand and product experience [3] - The "蜜雪冰城" topic on Douyin has accumulated over 54.2 billion views, indicating strong brand engagement [3] - New product launches, including "青提肉多多," achieved sales of over 7 million cups within three days of release [3] - Lucky Coffee's "真果咖" series generated over 100 million yuan in sales in its first month after launch [3]