Core Viewpoint - The news highlights the recent stock performance of Mixue Group, which saw an increase of over 3% during trading, attributed to the company's new breakfast product initiative and positive financial outlook from analysts [1]. Company Developments - Mixue Group's stock rose by 2.81%, reaching 424.6 HKD with a trading volume of 96.6871 million HKD [1]. - The company is testing a "breakfast plan" in select cities including Dalian, Xi'an, Nanning, and Hangzhou, featuring products priced at 5 HKD each, such as various milk options [1]. - Currently, there is no plan for a large-scale rollout of the breakfast products [1]. Analyst Insights - Western Securities expressed optimism regarding the company's supply chain operational capabilities and the potential for expanding different product categories [1]. - Jianyin International noted that Mixue Group's performance in the first half of the year exceeded expectations, demonstrating resilience despite the normalization of delivery subsidies [1]. - The firm 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].
港股异动 蜜雪集团(02097)盘中涨超3% 部分城市试点早餐 机构看好协同效应打开天花板