$MIXUE GROUP(02097)$ Firmly bullish on Mixue’s business model—this is not just a tea brand, but a supply chain powerhouse with a highly scalable, asset-light expansion strategy. With 45,000 stores and a cost-efficient, high-ROE approach, its long-term growth potential is undeniable. A market cap of 150 billion? Given its trajectory, that’s far from overvalued. Another solid win in my portfolio, and the future looks even brighter!
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