蜜雪冰城核心竞争优势及估值分析--DS版_老虎社区_美港股上老虎 - 老虎社区

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蜜雪冰城核心竞争优势及估值分析--DS版

$古茗(01364)$ $蜜雪冰城股份有限公司（临时代码）(90128)$ 结论：合理估值与建议

估值区间：700-800亿人民币（约760-870亿港元），对应2023年PE 25-28倍。建议发行价锚定此区间，并强调供应链优势及下沉市场护城河以获取溢价。

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