Replying t_老虎社区_美港股上老虎 - 老虎社区

Replying to @Gao:大概率暗盘会破发//@Gao:你说的第二点是值得思考，其他两点都不是问题

@日月星尘：蜜雪冰城之个人见解

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":406518943084720,"tweetId":"406518943084720","gmtCreate":1740274782911,"gmtModify":1740274785297,"author":{"id":3558670876802382,"idStr":"3558670876802382","authorId":3558670876802382,"authorIdStr":"3558670876802382","name":"日月星尘","avatar":"https://static.tigerbbs.com/80c02ab67505d9de483a305a7ac6fb4c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.14","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3449792358255083\">@Gao</a>:大概率暗盘会破发//<a href=\"https://laohu8.com/U/3449792358255083\">@Gao</a>:你说的第二点是值得思考，其他两点都不是问题</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3449792358255083\">@Gao</a>:大概率暗盘会破发//<a href=\"https://laohu8.com/U/3449792358255083\">@Gao</a>:你说的第二点是值得思考，其他两点都不是问题</body></html>","text":"Replying to @Gao:大概率暗盘会破发//@Gao:你说的第二点是值得思考，其他两点都不是问题","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/406518943084720","repostId":405817023049984,"repostType":1,"repost":{"magic":2,"id":405817023049984,"tweetId":"405817023049984","gmtCreate":1740103077935,"gmtModify":1740129309777,"author":{"id":3558670876802382,"idStr":"3558670876802382","authorId":3558670876802382,"authorIdStr":"3558670876802382","name":"日月星尘","avatar":"https://static.tigerbbs.com/80c02ab67505d9de483a305a7ac6fb4c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.14","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[{"themeId":"b8e0d2d796b545e3815582e90172ca0f","categoryId":"7ba93224048e4975aa9a5a60d7f2353b","name":"茶饮股财报扎堆！蜜雪，古茗...买哪家？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b8e0d2d796b545e3815582e90172ca0f}&rnconfig={\"headerBarHidden\": true}","description":"本周古茗、蜜雪集团、沪上阿姨、茶百道最新财报即将发布，外卖大战下的各大茶饮公司销量应该不错，【大家看好哪家表现？】","image":"https://static.tigerbbs.com/0ac002ffcc615e7180acfca4c075367b"}],"images":[{"img":"https://static.tigerbbs.com/450dd9bbcd6db63dd9f840499460d45d","width":"649","height":"385"},{"img":"https://static.tigerbbs.com/8adf73877e32cf0394d9966198246f9b","width":"820","height":"283"},{"img":"https://static.tigerbbs.com/51edede2d2a728bf06d31adb8e752bf0","width":"872","height":"334"},{"img":"https://static.tigerbbs.com/33e41d085e3fd19bc2814e562695d828","width":"816","height":"193"}],"coverImages":[{"img":"https://static.tigerbbs.com/450dd9bbcd6db63dd9f840499460d45d","width":"649","height":"385"},{"img":"https://static.tigerbbs.com/8adf73877e32cf0394d9966198246f9b","width":"820","height":"283"},{"img":"https://static.tigerbbs.com/51edede2d2a728bf06d31adb8e752bf0","width":"872","height":"334"}],"title":"蜜雪冰城之个人见解","html":"<html><head></head><body><p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/450dd9bbcd6db63dd9f840499460d45d\" tg-width=\"649\" tg-height=\"385\"><span class=\"focused\">机构</span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/8adf73877e32cf0394d9966198246f9b\" tg-width=\"820\" tg-height=\"283\"><span class=\"focused\">用途</span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/51edede2d2a728bf06d31adb8e752bf0\" tg-width=\"872\" tg-height=\"334\"><span></span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/33e41d085e3fd19bc2814e562695d828\" tg-width=\"816\" tg-height=\"193\"><span class=\"focused\">现金</span></p>\n<p>宝子们，2025 刚开年，餐饮连锁企业就扎堆冲刺港股，蜜雪冰城也在其中📈 这已经是它第三次冲击 IPO 啦，可你知道吗，它明明不差钱！</p>\n<p>从招股书来看，2021 - 2023 年以及 2024 年前 9 个月，蜜雪冰城营收和净利润一路狂飙🚀 2024 年 9 月末账上趴着近 60 亿现金，资产负债率低至 24%，杠杆率更是只有 0.03%。那它为啥还执着上市？大概率是背后的资本想退出，像美团系基金、高瓴资本这些大佬都等着呢💰</p>\n<p>再说说加盟这块，蜜雪冰城的模式是靠向加盟商卖物料和设备赚钱。这几年门店扩张超猛，从 2 万多家涨到 4.5 万多家，但单店日均销售额增长却不给力了。2022 年开业的店，2024 年前 9 月日均零售额相比 2023 年只增长约 2%；2023 年开业的店，增速也才 5%，和蜜雪冰城自身营收高两位数增长形成鲜明对比，加盟商想赚钱越来越难了😔</p>\n<p>还有食品安全问题，真的是蜜雪冰城的大 bug。在黑猫投诉平台上，2022 年 9 月投诉量 4000 多条，到 2025 年 1 月已经暴增到 8500 多条，大多都是和食品安全有关，喝出异物的情况特别多，苍蝇、石头子、蚂蚁都有，看得人头皮发麻😖 蜜雪冰城自己也在招股书里承认这是个大风险。</p>\n<p>所以啊，打算加盟蜜雪冰城的宝子们，一定要慎重再慎重，多做调研，别盲目跟风！要是有宝子对蜜雪冰城上市或者加盟有啥想法，欢迎在评论区一起讨论👇</p>\n<p>#蜜雪冰城 #蜜雪冰城上市 #加盟创业 #食品安全</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/450dd9bbcd6db63dd9f840499460d45d\" tg-width=\"649\" tg-height=\"385\"><span class=\"focused\">机构</span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/8adf73877e32cf0394d9966198246f9b\" tg-width=\"820\" tg-height=\"283\"><span class=\"focused\">用途</span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/51edede2d2a728bf06d31adb8e752bf0\" tg-width=\"872\" tg-height=\"334\"><span></span></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/33e41d085e3fd19bc2814e562695d828\" tg-width=\"816\" tg-height=\"193\"><span class=\"focused\">现金</span></p>\n<p>宝子们，2025 刚开年，餐饮连锁企业就扎堆冲刺港股，蜜雪冰城也在其中📈 这已经是它第三次冲击 IPO 啦，可你知道吗，它明明不差钱！</p>\n<p>从招股书来看，2021 - 2023 年以及 2024 年前 9 个月，蜜雪冰城营收和净利润一路狂飙🚀 2024 年 9 月末账上趴着近 60 亿现金，资产负债率低至 24%，杠杆率更是只有 0.03%。那它为啥还执着上市？大概率是背后的资本想退出，像美团系基金、高瓴资本这些大佬都等着呢💰</p>\n<p>再说说加盟这块，蜜雪冰城的模式是靠向加盟商卖物料和设备赚钱。这几年门店扩张超猛，从 2 万多家涨到 4.5 万多家，但单店日均销售额增长却不给力了。2022 年开业的店，2024 年前 9 月日均零售额相比 2023 年只增长约 2%；2023 年开业的店，增速也才 5%，和蜜雪冰城自身营收高两位数增长形成鲜明对比，加盟商想赚钱越来越难了😔</p>\n<p>还有食品安全问题，真的是蜜雪冰城的大 bug。在黑猫投诉平台上，2022 年 9 月投诉量 4000 多条，到 2025 年 1 月已经暴增到 8500 多条，大多都是和食品安全有关，喝出异物的情况特别多，苍蝇、石头子、蚂蚁都有，看得人头皮发麻😖 蜜雪冰城自己也在招股书里承认这是个大风险。</p>\n<p>所以啊，打算加盟蜜雪冰城的宝子们，一定要慎重再慎重，多做调研，别盲目跟风！要是有宝子对蜜雪冰城上市或者加盟有啥想法，欢迎在评论区一起讨论👇</p>\n<p>#蜜雪冰城 #蜜雪冰城上市 #加盟创业 #食品安全</p></body></html>","text":"机构 用途 现金 宝子们，2025 刚开年，餐饮连锁企业就扎堆冲刺港股，蜜雪冰城也在其中📈 这已经是它第三次冲击 IPO 啦，可你知道吗，它明明不差钱！ 从招股书来看，2021 - 2023 年以及 2024 年前 9 个月，蜜雪冰城营收和净利润一路狂飙🚀 2024 年 9 月末账上趴着近 60 亿现金，资产负债率低至 24%，杠杆率更是只有 0.03%。那它为啥还执着上市？大概率是背后的资本想退出，像美团系基金、高瓴资本这些大佬都等着呢💰 再说说加盟这块，蜜雪冰城的模式是靠向加盟商卖物料和设备赚钱。这几年门店扩张超猛，从 2 万多家涨到 4.5 万多家，但单店日均销售额增长却不给力了。2022 年开业的店，2024 年前 9 月日均零售额相比 2023 年只增长约 2%；2023 年开业的店，增速也才 5%，和蜜雪冰城自身营收高两位数增长形成鲜明对比，加盟商想赚钱越来越难了😔 还有食品安全问题，真的是蜜雪冰城的大 bug。在黑猫投诉平台上，2022 年 9 月投诉量 4000 多条，到 2025 年 1 月已经暴增到 8500 多条，大多都是和食品安全有关，喝出异物的情况特别多，苍蝇、石头子、蚂蚁都有，看得人头皮发麻😖 蜜雪冰城自己也在招股书里承认这是个大风险。 所以啊，打算加盟蜜雪冰城的宝子们，一定要慎重再慎重，多做调研，别盲目跟风！要是有宝子对蜜雪冰城上市或者加盟有啥想法，欢迎在评论区一起讨论👇 #蜜雪冰城 #蜜雪冰城上市 #加盟创业 #食品安全","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/405817023049984","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02097"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1033,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":983,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":79,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/406518943084720"}