蜜雪冰城要卖啤酒了

Core Viewpoint - The article discusses the investment agreement between Mixue Group and Fulu Family, highlighting the strategic expansion into the fresh beer market and the implications of this acquisition for the company's product offerings and financial performance [2][6][10]. Investment Details - Mixue Group plans to invest RMB 286 million to acquire 51% of Fulu Family's expanded registered capital of RMB 6.9017 million, along with an additional RMB 11.2 million for a 2% stake from Zhao Jie, totaling an investment of RMB 297 million for a 53% ownership [6][10]. - Following the completion of this investment and share transfer, Fulu Family will become a non-wholly owned subsidiary of Mixue Group, with its financial results consolidated into Mixue Group's financial statements [6]. Market Expansion - The acquisition allows Mixue Group to diversify its product range from fresh fruit drinks, tea, ice cream, and coffee to include fresh beer, tapping into a growing market segment [10]. - Fulu Family, established in 2021, operates approximately 1,200 stores offering fresh beer products, including classic and innovative fruit beers [8]. Financial Performance - For the first half of 2025, Mixue Group reported revenue of RMB 14.87 billion, a year-on-year increase of 39.3%, with a gross profit of RMB 4.71 billion, up 38.3%, and a net profit of RMB 2.72 billion, reflecting a 44.1% growth [11]. - As of June 30, 2025, Mixue Group's global store count reached 53,014, with a net addition of 9,796 stores compared to the previous year [11]. Strategic Importance - The acquisition of Fulu Family is seen as a critical step in enhancing Mixue Group's product matrix, particularly in the rapidly growing craft beer market, which is projected to expand from RMB 20 billion in 2020 to RMB 80 billion by 2024, with an expected compound annual growth rate exceeding 30% [12].