HK Stock Market Move | MIXUE GROUP (02097) rose more than 3% during trading hours. Some cities are piloting breakfast programs and institutions are expecting synergy effects to unlock the ceiling.

MIXUE GROUP (02097) rose more than 3% in midday trading, with a 2.81% increase at the time of writing, reaching 424.6 Hong Kong dollars, with a trading volume of 96.6871 million Hong Kong dollars. On the news front, according to 21st Century Business Herald, recently, some netizens shared a questionnaire about breakfast survey from Milksha on social media platforms, and posted: Is Milksha going to start selling breakfast? Some netizens also shared screenshots of breakfast series products, all priced at 5 yuan. A person close to Milksha revealed that the "breakfast plan" is currently undergoing some trial runs in cities such as Dalian, Xi'an, Nanning, and Hangzhou, with online products including breakfast coconut milk, breakfast five red milk, breakfast five black milk, and breakfast corn milk. At the same time, there is currently no plan for widespread promotion. Western Securities previously expressed optimism about the company's supply chain operating capabilities behind its extreme value for money, while leveraging synergies to expand into different categories and open up growth opportunities. BOC International Holdings said that MIXUE GROUP's performance in the first half of this year exceeded expectations. Despite the normalization of food delivery subsidies, the group still delivered resilient performance. The bank predicts that Milksha's revenue will grow by 25.4% in the second half of 2025, and net profit will increase by 17%.