View ValuationMIXUE Group 향후 성장Future 기준 점검 2/6MIXUE Group (는) 각각 연간 10% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.3% 로 예상됩니다.핵심 정보10.0%이익 성장률9.53%EPS 성장률Hospitality 이익 성장42.5%매출 성장률9.9%향후 자기자본이익률18.31%애널리스트 커버리지Good마지막 업데이트07 Jul 2026최근 향후 성장 업데이트분석 기사 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...분석 기사 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...분석 기사 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...모든 업데이트 보기Recent updates공시 • May 30MIXUE Group, Annual General Meeting, Jun 26, 2026MIXUE Group, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou ChinaReported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83 (up from CN¥6.16 in FY 2024). Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.분석 기사 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...Reported Earnings • Mar 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83. Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Hong Kong.공시 • Mar 12MIXUE Group to Report Fiscal Year 2025 Results on Mar 24, 2026MIXUE Group announced that they will report fiscal year 2025 results on Mar 24, 2026Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to HK$430. The fair value is estimated to be HK$350, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Buy Or Sell Opportunity • Dec 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to HK$435. The fair value is estimated to be HK$348, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Buy Or Sell Opportunity • Nov 05Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to HK$401. The fair value is estimated to be HK$333, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$444, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$339 per share.분석 기사 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...분석 기사 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...Reported Earnings • Aug 28First half 2025 earnings releasedFirst half 2025 results: EPS: CN¥7.23. Net income: CN¥2.69b (up CN¥2.69b from 1H 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.공시 • Aug 15MIXUE Group to Report Q2, 2025 Results on Aug 27, 2025MIXUE Group announced that they will report Q2, 2025 results on Aug 27, 2025Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to HK$532. The fair value is estimated to be HK$443, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • Jun 09MIXUE Group, Annual General Meeting, Jun 30, 2025MIXUE Group, Annual General Meeting, Jun 30, 2025, at 15:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou ChinaBuy Or Sell Opportunity • Jun 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$566. The fair value is estimated to be HK$451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$539, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$428 per share.Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$516. The fair value is estimated to be HK$427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$502. The fair value is estimated to be HK$413, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$351, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$362 per share.새로운 내러티브 • Mar 20MIXUE Group will achieve 25% revenue growth in the next 3 yearsTLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as it's supply chain.Mixue has rapid expansion and several competitive advBuy Or Sell Opportunity • Mar 18Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$442. The fair value is estimated to be HK$352, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공시 • Mar 15MIXUE Group to Report Fiscal Year 2024 Results on Mar 26, 2025MIXUE Group announced that they will report fiscal year 2024 results on Mar 26, 2025Board Change • Mar 03Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Founder & Executive Chairman of the Board Hongchao Zhang is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Gary Chu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측SEHK:2097 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202845,2257,9026,8389,1861812/31/202741,3277,1185,8497,8922212/31/202637,2006,3095,0318,6822212/31/202533,5605,8875,3546,039N/A9/30/202530,3875,2404,8215,565N/A6/30/202529,0275,2455,4486,451N/A3/31/202526,9284,8415,0046,230N/A12/31/202424,8294,4374,5606,009N/A9/30/202423,5694,2234,2365,803N/A12/31/202320,3023,1372,1033,794N/A12/31/202213,5761,9971,4252,431N/A12/31/202110,3511,9107411,692N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2097 의 연간 예상 수익 증가율(10%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 2097 의 연간 수익(10%)이 Hong Kong 시장(12.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2097 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2097 의 수익(연간 9.9%)이 Hong Kong 시장(연간 8.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 2097 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2097의 자본 수익률은 3년 후 18.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/08 08:18종가2026/07/08 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스MIXUE Group는 30명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hong Xing PanABCI Securities Company LimitedMark YuanBNP ParibasChen LuoBofA Global Research27명의 분석가 더 보기
분석 기사 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...
분석 기사 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...
분석 기사 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...
공시 • May 30MIXUE Group, Annual General Meeting, Jun 26, 2026MIXUE Group, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou China
Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83 (up from CN¥6.16 in FY 2024). Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
분석 기사 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...
Reported Earnings • Mar 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83. Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Hong Kong.
공시 • Mar 12MIXUE Group to Report Fiscal Year 2025 Results on Mar 24, 2026MIXUE Group announced that they will report fiscal year 2025 results on Mar 24, 2026
Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to HK$430. The fair value is estimated to be HK$350, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Buy Or Sell Opportunity • Dec 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to HK$435. The fair value is estimated to be HK$348, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Buy Or Sell Opportunity • Nov 05Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to HK$401. The fair value is estimated to be HK$333, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$444, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$339 per share.
분석 기사 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...
분석 기사 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...
Reported Earnings • Aug 28First half 2025 earnings releasedFirst half 2025 results: EPS: CN¥7.23. Net income: CN¥2.69b (up CN¥2.69b from 1H 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.
공시 • Aug 15MIXUE Group to Report Q2, 2025 Results on Aug 27, 2025MIXUE Group announced that they will report Q2, 2025 results on Aug 27, 2025
Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to HK$532. The fair value is estimated to be HK$443, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • Jun 09MIXUE Group, Annual General Meeting, Jun 30, 2025MIXUE Group, Annual General Meeting, Jun 30, 2025, at 15:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou China
Buy Or Sell Opportunity • Jun 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$566. The fair value is estimated to be HK$451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$539, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$428 per share.
Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$516. The fair value is estimated to be HK$427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$502. The fair value is estimated to be HK$413, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$351, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$362 per share.
새로운 내러티브 • Mar 20MIXUE Group will achieve 25% revenue growth in the next 3 yearsTLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as it's supply chain.Mixue has rapid expansion and several competitive adv
Buy Or Sell Opportunity • Mar 18Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$442. The fair value is estimated to be HK$352, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공시 • Mar 15MIXUE Group to Report Fiscal Year 2024 Results on Mar 26, 2025MIXUE Group announced that they will report fiscal year 2024 results on Mar 26, 2025
Board Change • Mar 03Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Founder & Executive Chairman of the Board Hongchao Zhang is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Gary Chu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.