Core Insights - Mijue Ice City has acquired a 53% stake in Fresh Beer Fulu Family for approximately 297 million RMB, expanding its product offerings to include freshly brewed beer [1][5] - The investment aligns with Mijue's mission to provide high-quality and affordable products, catering to consumer demand [1] Company Overview - Fresh Beer Fulu Family offers freshly brewed beer priced between 6-10 RMB for 500mL and aims to achieve profitability in 2024 with a projected net profit of 1.071 million RMB [5] - As of August 2025, Fresh Beer Fulu Family has established 1,200 franchise stores across 28 provinces in China [5] Strategic Implications - The acquisition is seen as a significant move for Mijue Ice City to diversify its product range and leverage supply chain advantages in the fresh beer sector [5] - Mijue Ice City plans to enhance its domestic market presence, expand Lucky Coffee franchises, and continue growth in Southeast Asia [5] Financial Performance - As of June 30, 2025, Mijue Group operates over 53,000 stores globally, with 48,281 located in China [5] - In the first half of 2025, Mijue Group reported revenues of 14.87 billion RMB, a year-on-year increase of 39.3%, with product and equipment sales contributing 14.49 billion RMB [5] - The gross margin for product and equipment sales was 30.3%, while the margin for franchise and related services was significantly higher at 82.7% [5]

据中国食品报社消息：蜜雪冰城股份有限公司于10月1日发布公告称，其已在9月30日盘后与鲜啤福鹿家达成投资及股权转让协议——以约2.97亿元人民币 的价格获得鲜啤福鹿家53%的股权。完成投资后，蜜雪集团的产品品类将从现制果饮、茶饮、冰淇淋和咖啡延伸至现打鲜啤，进一步满足消费者对高质平 价产品的共同需求，践行"让全球每个人享受高质平价的美味"的使命。 本次交易被视作蜜雪冰城拓品的重要举措，切入现打啤酒赛道可通过依托双方"高质平价"共性，发挥供应链优势以及品牌势能，为鲜啤行业探索一条增长 新机遇。 据红星资本局报道：鲜啤福鹿家与蜜雪冰城、幸运咖一样，采用加盟模式扩张门店网络；产品定价也与蜜雪冰城、幸运咖价格区间相近。除了丰富产品品 类，推进加盟业务或也是本次投资的原因之一。 山西证券研报认为，蜜雪集团未来三大增长点分别为蜜雪冰城国内市场加密、幸运咖加盟发力、东南亚市场持续扩张。 截至2025年6月30日，蜜雪集团全球门店数超过53000家，国内门店数48281家。 2025年上半年，蜜雪集团录得收入148.7亿元，同比增加39.3%；其中商品和设备销售收入144.9亿元，同比增加39.6%；加盟和相关服务的收入3. ...