高盛:蜜雪集团(02097)于海外市场持续扩张 维持“买入”评级
MIXUE GROUPMIXUE GROUP(HK:02097) 智通财经网·2025-08-28 08:00

Core Viewpoint - Goldman Sachs reports that Mixue Group (02097) management revealed plans to focus on consolidating its leadership position in the Chinese market while enhancing supply chain and operational capabilities through further store openings and overseas expansion, aiming to strengthen consumer recognition of the "Snow King" IP for sustainable long-term growth [1] Group 1: Business Strategy - The company aims to solidify its market leadership in China [1] - Plans include further store openings and overseas expansion to enhance operational capabilities [1] - Strengthening consumer recognition of the "Snow King" IP is a key focus for driving long-term growth [1] Group 2: Financial Outlook - Goldman Sachs has adjusted its profit forecasts for the company, increasing estimates by 3%, 1%, and 1% for the years 2025 to 2027 respectively [1] - The company's store network adjustments are expected to improve overall operational performance, with positive effects already observed [1] - The firm maintains a "Buy" rating on the company's stock, indicating confidence in its growth potential [1]