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蜜雪集团半年报:高质量发展路径清晰,全球门店数超5.3万
Bei Ke Cai Jing· 2025-08-27 13:25
从门店数量来看,蜜雪集团旗下门店增长迅速,一年内净增近万家。从产品来看,上半年蜜雪集团持续推出新品,并受到消费者好评。此外,蜜雪集团还 积极投身公益事业,参与多个公益项目,助力推动社会公益发展。在海外市场方面,除东南亚外,蜜雪集团将综合考虑人口规模、经济增长、收入水平、 文化特征、消费者偏好等因素,以全局视角制定市场拓展策略,计划适时开拓其他市场。整体而言,各项业绩的稳健增长,得益于蜜雪集团持续打造并强 化以"供应链+品牌IP+门店运营"为核心的综合竞争力,进而实现"三位一体"的总成本领先。 →川绩摘要→ 同比增长 收入 148.7z元 39.3% 随着各企业陆续发布半年报,新茶饮企业蜜雪冰城股份有限公司(简称"蜜雪集团")也交出了一份业绩创新高的成绩单。根据蜜雪集团发布的半年报显 示,得益于供应链能力、品牌IP建设和门店运营不断强化,上半年蜜雪集团实现收入148.7亿元(人民币,下同),同比增长39.3%;毛利47.1亿元,同比 增长38.3%;净利润27.2亿元,同比增长44.1%。核心财务指标均实现高双位数增长,显示出蜜雪集团上半年整体保持高质量发展势头。 全球门店总数 230 截至 2025年6月30 ...
蜜雪集团上半年营收148.7亿元,全球门店数超5.3万家
Sou Hu Cai Jing· 2025-08-27 09:52
8月27日,蜜雪集团公布2025年中期业绩。财报显示,上半年蜜雪集团实现营收148.7亿元,同比增长39.3%;毛利47.1亿元,同比增长38.3%;净利润27.2 亿元,同比增长44.1%。 蜜雪集团在财报中表示,业绩增长主要得益于供应链能力提升、品牌IP建设及门店运营的持续优化。 在门店规模方面,截至2025年6月30日,蜜雪集团全球门店总数增至53014家,较去年同期新增9796家门店,门店网络覆盖中国及12个海外国家。内地市 场方面,蜜雪集团加大对下沉市场的深度覆盖。截至上半年,蜜雪集团来自三线及以下城市的门店数达到27804家,占内地门店比例达到57.6%,较去年 同期新增5707家门店。 值得注意的是,供应链建设始终是蜜雪集团的核心优势。早在2012年,蜜雪集团便开始自建中央工厂,目前已建成现制饮品行业规模最大的端到端供应 链体系,覆盖采购、生产、物流、研发与品控全链条。其采购网络已延伸至全球六大洲的38个国家,今年5月更与巴西签署价值40亿元的采购意向协议, 持续扩大全球优质原料采购规模。 来源|大象新闻记者 李莉 张迪驰 生产方面,蜜雪集团在全国布局五大生产基地,拥有70余条智能生产线,实现了 ...
全球门店破5.3万家,蜜雪集团上半年净利润大增44.1%
Guan Cha Zhe Wang· 2025-08-27 08:00
8月27日,蜜雪集团(02097.HK)公布2025年中期业绩。上半年,蜜雪集团实现收入148.7亿元,同比增 长39.3%;毛利47.1亿元,同比增长38.3%;净利润27.2亿元,同比增长44.1%。核心财务指标均实现高 双位数增长。 这背后与公司产品矩阵不断丰富有关。2025年1-6月,冰鲜柠檬水、新鲜冰淇淋、茉莉奶绿、珍珠奶茶 及棒打鲜橙居于蜜雪冰城门店销量Top5;同期持续推出山楂系列饮品、香芋系列冰淇淋、龙井系列茶 饮及蓝莓系列饮品等多款新品。6月29日上线的新品青提肉多多,3天销量超700万杯。 旗下的现磨咖啡品牌幸运咖上半年相继推出草莓系列、荔枝系列及真果咖系列等产品。其中,5月9日推 出的真果咖系列共十余款产品,产品定价在6-8元,上市后单月销售额破1亿元。 在产品丰富的同时,蜜雪集团门店规模再创新高。截至2025年6月30日,全球门店数增至53014家,较去 年同期新增9796家门店,门店网络覆盖中国及12个海外国家。 海外市场方面,蜜雪集团持续深耕东南亚市场,8月,幸运咖海外首店亮相也马来西亚。4月,蜜雪冰城 哈萨克斯坦首店开业,海外门店版图扩大到中亚市场。 而为了保障产品在全球的稳定供 ...
房东税冲上热搜,多地辟谣:系旧规误读|首席资讯日报
首席商业评论· 2025-08-18 04:41
Group 1 - The "landlord tax" that has been trending is a misunderstanding of existing regulations, with multiple tax authorities clarifying that there is no new tax being introduced with the implementation of the Housing Rental Regulations on September 15 [2] - Huawei and SAIC Motor are set to launch their first collaborative vehicle, the Shangjie H5, in September, featuring the HUAWEI ADS 4 advanced driving system and available in both pure electric and extended-range versions [3] - Meta Platforms is planning a fourth restructuring of its AI business, which will be divided into four departments, including a new lab previously referred to as TBD Lab [4] Group 2 - The world's largest underwater shield tunnel, with a diameter of 17.5 meters, has successfully been completed in Jinan, marking a significant milestone in China's infrastructure achievements [5] - In July, China's civil aviation sector achieved a record high in transportation scale, completing a total turnover of 148 billion ton-kilometers, representing an 8.6% year-on-year growth [6] - Xiaomi's vice president addressed concerns regarding the charging time for the SU7 electric vehicle abroad, emphasizing the importance of interface compatibility and charging station distribution [7] Group 3 - Swatch issued an apology for a model image that was deemed offensive, promptly removing all related materials globally [8] - The Chengdu World University Games has produced 233 gold medals and broken 18 world records, with participation from 116 countries and regions, marking a historic scale for the event [9] - The number of data enterprises in China has surpassed 400,000, with the data industry expected to reach a scale of 5.86 trillion yuan, reflecting a 117% growth since the end of the 13th Five-Year Plan [10] Group 4 - In the first seven months of the year, Shaanxi Province saw an increase of 305.5 billion yuan in RMB loans, with a total loan balance of 61,213.59 billion yuan as of the end of July, showing a year-on-year growth of 7.79% [11]
泽连斯基将再闯白宫,与特朗普会晤;87岁范曾被37岁妻子带走失联?女儿发文控诉;蜜雪冰城奶茶有蟑螂?负责人回应丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-08-17 00:21
Group 1 - Trump expressed support for Ukraine ceding the Donbas region during a call with European leaders [1] - Zelensky will meet Trump in Washington on August 18 to discuss details of ending the Ukraine conflict [1][8] - European leaders have been invited to Washington for discussions with Zelensky and Trump [8] Group 2 - A consumer reported finding a cockroach in a sealed drink purchased from a Honey Snow Ice City store, leading to a refund but ongoing compensation negotiations [2] - The store's management is investigating how the cockroach entered the drink [2] Group 3 - Wang Yi will visit India for the 24th meeting on the China-India border issue [3] - The Chinese Foreign Ministry expressed strong dissatisfaction with Japanese officials visiting the Yasukuni Shrine, urging Japan to reflect on its historical actions [3] Group 4 - The total box office for the 2025 summer movie season has surpassed 95 billion yuan, with August's box office exceeding 35 billion yuan [4] Group 5 - A tragic accident in Shandong resulted in a van carrying 11 people plunging into the sea, with 6 confirmed dead [6] Group 6 - Over 10,000 flight attendants at Air Canada went on strike, leading to the suspension of all flights and a surge in ticket prices for routes to and from China [6] Group 7 - Novo Nordisk's semaglutide received FDA approval for treating metabolic dysfunction-associated fatty liver disease, expanding its therapeutic applications [9][10] Group 8 - Huawei and SAIC Motor's first collaborative vehicle, the Shangjie H5, is set to launch in September, featuring advanced driving assistance technology [11] Group 9 - Apple opened a new retail store in Shenzhen, attracting significant customer interest with over 1,000 people queuing for its opening [12][13] Group 10 - Longjiang Electric faced scrutiny from minority shareholders over a 26.6 billion yuan investment plan, but reaffirmed its commitment to high cash dividends [16][17] Group 11 - Konka officially integrated into China Resources Group, aiming to leverage resources for growth in the consumer electronics and semiconductor sectors [18][19] Group 12 - A tragic incident at a popular milk tea shop resulted in the death of an employee due to a ceiling collapse, raising safety concerns in the fast-expanding chain [20]
泽连斯基将赴美会晤特朗普;官方通报“女司机亮证逼迫让路”后续处理结果;Swatch就官网模特形象致歉;蜜雪冰城奶茶有蟑螂?负责人回应丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-08-16 22:30
每经编辑|胡玲 1 王毅将访问印度并举行中印边界问题特别代表第24次会晤 8月16日,外交部发言人宣布:8月18日至20日,中共中央政治局委员、外交部长、中印边界问题中方特别代表王毅将应邀访问印度并举行中印边界问题特别 代表第24次会晤。(央视新闻) 2 外交部发言人就日本政要参拜靖国神社答记者问 8月16日,外交部发言人就日本政要参拜靖国神社答记者问表示,靖国神社是日本军国主义发动对外侵略战争的精神工具和象征,供奉有对侵略战争负有严 重罪责的14名甲级战犯。中方对日方公然挑战历史正义和人类良知的行径表示强烈不满,已向日方提出严正交涉。我们敦促日方正视并反省侵略历史,在靖 国神社等历史问题上谨言慎行,同军国主义彻底切割,坚持走和平发展道路,以实际行动取信于亚洲邻国和国际社会。 3 2025年暑期档电影总票房破95亿元 据网络平台数据,2025年暑期档(6月~8月)电影总票房(含预售)已突破95亿元。截至8月16日12时17分,8月电影总票房破35亿元。据猫眼专业版数据, 截至8月16日,电影《南京照相馆》上映23天,总票房破25亿元,观影人次破7000万,近日已在美国、加拿大和新西兰等地上映。 4 官方通报女 ...
蜜雪冰城被曝光,负责人回应
Zhong Guo Ji Jin Bao· 2025-08-16 16:18
Core Points - A consumer reported finding a cockroach in an unopened cup of jasmine milk green tea purchased from a Mixue Ice City store in Ganzhou, Jiangxi, leading to a refund request and a compensation claim of 1,000 yuan based on food safety laws [2][10] - The incident has sparked significant public discussion, with the topic trending on social media [3] - Mixue Ice City has a history of food safety issues, including a recent incident where an employee was filmed using their foot to operate a drinking water dispenser [6][5] Company Issues - The company has faced multiple food safety complaints, including the use of expired ingredients and unsanitary practices in various locations [8][9] - As of December 31, 2023, Mixue Ice City has expanded significantly, with over 46,000 stores globally and more than 4,000 in Southeast Asia, making it the largest fresh tea brand in the region [9] Consumer Rights - Consumers are advised to retain purchase records and evidence of food quality issues, and they can seek compensation through negotiation or legal channels if necessary [13] - According to Chinese food safety laws, consumers can claim damages that may include compensation of up to 1,000 yuan for food safety violations [12]
蜜雪冰城被曝光,负责人回应
中国基金报· 2025-08-16 16:12
Core Viewpoint - The article highlights ongoing food safety issues faced by the company, Mixue Ice City, particularly a recent incident involving a cockroach found in a sealed drink, which has led to public outcry and discussions about consumer rights and compensation [2][6][12]. Group 1: Recent Incident - A consumer reported finding a cockroach in a sealed cup of jasmine milk green tea purchased from a Mixue Ice City store in Ganzhou, leading to a refund request and a demand for additional compensation of 1,000 yuan based on food safety laws [2][12]. - The regional manager of Mixue Ice City stated that they are reviewing surveillance footage to determine how the cockroach entered the drink [5]. Group 2: Historical Food Safety Issues - Mixue Ice City has a history of food safety problems, including an incident where an employee was filmed using their foot to operate a drinking water dispenser, raising concerns about hygiene [8]. - Other reported issues include the use of overnight lemons and oranges in drinks and the use of expired coffee powder in milk tea, leading to fines and product confiscation by regulatory authorities [10]. Group 3: Consumer Rights and Compensation - The article discusses the legality of the consumer's demand for 1,000 yuan compensation, referencing a similar case where a consumer found a fly in their drink and successfully claimed compensation through legal channels [15]. - Consumers are advised to retain purchase records and evidence of food quality issues, and if necessary, escalate complaints to consumer protection agencies or pursue legal action [17].
新买奶茶还未开封就看见蟑螂,消费者索赔1000元,蜜雪冰城回应
Mei Ri Jing Ji Xin Wen· 2025-08-16 11:43
Core Points - A consumer reported finding a cockroach in an unopened cup of jasmine milk green tea purchased from a Mixue Ice City store in Ganzhou, Jiangxi, leading to a demand for compensation of 1,000 yuan based on food safety regulations [1][3] - The incident has sparked significant public interest, trending on social media [2] - Mixue Ice City has a history of food safety issues, including previous incidents involving expired ingredients and unsanitary practices [7][10] Company Overview - Mixue Ice City operates over 46,000 stores globally, with more than 99% being franchise locations [15] - The company has seen substantial revenue growth from franchise operations, with revenues of 100.31 billion yuan, 131.02 billion yuan, 195.75 billion yuan, and 182.03 billion yuan from 2021 to 2024 [16] - The company went public in Hong Kong on March 3, 2025, with an initial share price of 202.50 HKD, experiencing a peak increase of over 200% [16] Consumer Rights and Legal Framework - Consumers encountering food safety issues are advised to retain purchase records and evidence, and can escalate complaints to consumer associations or legal authorities if necessary [5][6] - Under Chinese food safety law, consumers can claim compensation for damages, potentially up to ten times the price paid or three times the loss incurred, with a minimum compensation of 1,000 yuan [6]
刚买的奶茶,还没开封就看见蟑螂,消费者索赔1000元,蜜雪冰城相关负责人回应!公司99%门店为加盟店,年内股价涨超120%
Mei Ri Jing Ji Xin Wen· 2025-08-16 11:18
Core Viewpoint - A consumer reported finding a cockroach in an unopened cup of jasmine milk green tea purchased from a Mixue Ice City store in Ganzhou, Jiangxi, leading to a demand for compensation under food safety laws [1][2]. Group 1: Incident Details - The consumer, referred to as "Shaomai," received a refund after reporting the issue, but is seeking an additional compensation of 1,000 yuan based on the Food Safety Law [1]. - The regional manager of Mixue Ice City stated that they are reviewing surveillance footage to determine how the cockroach entered the cup [1]. Group 2: Compensation Context - The demand for 1,000 yuan compensation is compared to a similar case where a consumer found a dead fly in a drink and successfully claimed 1,000 yuan after legal proceedings [3][4]. - In the previous case, the court upheld the consumer's claim, affirming that the compensation request was in line with the Food Safety Law [4]. Group 3: Consumer Rights and Actions - Consumers encountering food safety issues are advised to retain purchase records and evidence, and to communicate with the seller for reasonable compensation [5]. - If the seller refuses compensation, consumers can file complaints with consumer associations or market supervision departments, and ultimately pursue legal action if necessary [6]. Group 4: Company Background and Issues - Mixue Ice City has faced multiple food safety allegations in the past, including incidents involving expired ingredients and unsanitary practices [7][9]. - The company has over 46,000 stores globally, with more than 99% being franchise locations, and has seen significant revenue growth from franchise sales [14][15]. Group 5: Financial Performance - Mixue Ice City's franchise revenue for 2021, 2022, and 2023 was reported at 100.31 billion yuan, 131.02 billion yuan, and 195.75 billion yuan, respectively [15]. - The company's stock price has increased over 120% since its IPO, with a market capitalization of approximately 155.7 billion yuan [15].