港股详情

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古茗

23.460

-0.040-0.17%

成交量：535.56万

成交额：1.25亿

市值：557.88亿

市盈率：18.83

高：23.780

开：23.500

低：23.060

收：23.500

52周最高：31.280

52周最低：19.555

股本：23.78亿

香港流通股本：23.78亿

量比：0.78

换手率：0.23%

股息：0.52

股息率：2.21%

每股收益(LYR):1.246

净资产收益率：78.33%

总资产收益率：16.07%

市净率：8.30

市盈率(LYR):18.83

市销率: 3.74

数据加载中...

总览公司新闻资讯公告

古茗(01364)股价下跌5.024%，现价港币$23.82

阿斯达克财经

古茗2026年4月无新增发行或股份变动

消费行业冰火两重天，在分化中前行

新茶饮行业业绩盘点：从下沉市场到供应链的较量

中国经营网

古茗授予董事股份购回授权规模达已发行股本一成

古茗(01364)2025年收入突破百亿元业绩与门店规模双向增长

港股异动 | 茶饮股涨幅居前蜜雪集团(02097)涨超7% 沪上阿姨(02589)涨超6%

古茗将首度进入南京市场；万达电影证券简称自4月20日起变更为儒意电影｜消费早参

每日经济新闻

新消费概念股集体走低布鲁可(00325)跌4.79%、奈雪的茶(02150)跌4.76%

《大行》大和上调古茗(01364.HK)目标价至36元予“买入”评级

阿斯达克财经

古茗咖啡新品引热议，打发上千次的新款奶盖成亮点

中国新闻网

古茗左手分红近50亿右手贷款逾60亿实控人王云安等分走超36亿

古茗3月无新增发行或股份变动

新茶饮六小龙最新年报落地！蜜雪暴赚、霸王失速、奈雪还在亏

中金：26年精细化运营为餐饮行业重点关注部分品牌调整和新模型效果

连续两年亏损，门店数仅为古茗的12%，资本不再相信奈雪的茶

中金：维持古茗(01364)跑赢行业评级目标价36港元

去年五大茶饮净赚百亿元：古茗增速领跑高速扩张仍是主流

《大行》富瑞上调古茗(01364.HK)目标价至36.6元加盟商盈利健康助长期增长

阿斯达克财经

《大行》瑞银升古茗(01364.HK)目标价至35.7元去年业绩胜预期

阿斯达克财经

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19:07","pubTimestamp":1778065628,"startTime":"0","endTime":"0","summary":"古茗控股有限公司于2026年5月6日发布了截至2026年4月30日的股份变动月报表。公司报告显示，其截至2026年4月底的法定注册股本维持5,000,000,000股普通股，面值为每股0.00001美元，总额维持50,000美元，与上月末持平。报告期内，发行在外的普通股数量仍为2,378,185,860股，未有任何库藏股份，总体股本结构保持不变。月报披露，公司本月无新增发行、无购回或注销活动，也无库藏股票变化。本次公告由公司董事王云安签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633977561","title":"消费行业冰火两重天，在分化中前行","url":"https://stock-news.laohu8.com/highlight/detail?id=2633977561","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633977561?lang=zh_cn&edition=fundamental","pubTime":"2026-05-06 11:21","pubTimestamp":1778037692,"startTime":"0","endTime":"0","summary":"白酒板块龙头承压、区域名酒突围；食品饮料龙头穿越周期、细分赛道高增；新消费赛道上演“冰火两重天”，头部潮玩、新茶饮爆发，尾部品牌面临出清。新消费行业两重天，爆发与出清相呼应2025年，新消费赛道进入分化淘汰赛的“冰火两重天”：头部潮玩、新茶饮、黄金品牌业绩爆发，泡泡玛特、蜜雪集团、老铺黄金的营收、净利润倍增；同时尾部品牌持续亏损、门店收缩，行业加速出清，“强者恒强”格局确立。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1777690664996073385","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["09992","02589","BK1233","603886","02097","603919","LU1688375341.USD","03189","SG9999002950.SGD","600809","600872","LU1634259557.SGD","LU0149721374.USD","600519","600559","603198","603288","300997","603517","002956","002348","LU1769817179.HKD","LU0572944931.SGD","03288","LU0577902454.USD","605499","HK0000181138.USD","01364","LU0345775950.USD","02555","600429","LU0164880469.USD","603697","BK0073","002847","09985","LU1242518931.SGD","09633","LU0823426480.USD","LU1820825898.SGD","LU0143863784.USD","603589","LU1439103000.SGD","06181","LU0873338254.USD","02150","LU1880383366.USD","SG9999001051.SGD","83189","LU0516423174.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630878253","title":"新茶饮行业业绩盘点：从下沉市场到供应链的较量","url":"https://stock-news.laohu8.com/highlight/detail?id=2630878253","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630878253?lang=zh_cn&edition=fundamental","pubTime":"2026-04-25 03:52","pubTimestamp":1777060339,"startTime":"0","endTime":"0","summary":"中经记者党鹏成都报道热闹的新茶饮赛道，揭示了最新的成绩单。近期，随着国内6家上市新茶饮企业陆续公布2025年财报，其业绩已然出现分化：蜜雪冰城、古茗、茶百道、沪上阿姨呈现营收和净利润双升；霸王茶姬营收上涨，净利润下滑；奈雪的茶营收下滑，净利润连续第二年出现亏损。即使如此，新茶饮行业的扩张仍在加速。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604253718633942.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4209","BK4526","02097","BK4610","BK1587","CHA","LU2488822045.USD","02589","LU0211977185.USD","BK1616","LU0348767384.USD","LU0348766576.USD","BK4539","02555","02150","BK1233","01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142446675","title":"古茗授予董事股份购回授权 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沪上阿姨(02589)涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629703170","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629703170?lang=zh_cn&edition=fundamental","pubTime":"2026-04-21 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跌4.79%，奈雪的茶跌4.76%，铜师傅跌4.56%，名创优品跌3.63%，老铺黄金跌3.59%，上美股份跌3.54%，古茗跌3.18%，锅圈跌2.63%，巨子生物跌2.60%，蜜雪集团跌2.56%，卫龙美味跌2.09%。华源证券表示，服务消费政策组合拳持续加码，叠加节假日放假配合，预计带动文旅景区产业链、酒店、餐饮业态蓬勃发展，建议关注服务消费板块全年投资主线。","market":"fut","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978755","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1203","02150","BK1249","SG9999004311.SGD","SG9999001051.SGD","SGXZ90724238.SGD","02097","BK1587","BK1227","BK1233","06181","00325","LU0211977185.USD","02145","09896","LU0502904849.HKD","BK1207","BK1237","BK1246","BK1132","BK1544","02367","02517","00664","LU2242644610.SGD","BK1213","01364","LU0455707207.USD","BK1616","LU2488822045.USD","09985"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627488412","title":"《大行》大和上调古茗(01364.HK)目标价至36元 予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2627488412","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627488412?lang=zh_cn&edition=fundamental","pubTime":"2026-04-13 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12:35","pubTimestamp":1775709300,"startTime":"0","endTime":"0","summary":"在新茶饮行业普遍承压的背景下，古茗（01364）交出了一份颇为亮眼的成绩单。2025年，公司实现归母净利润31.1亿元，同比增长110.3%，成为六大上市茶饮企业中增长最为稳健的公司之一。但与此同时，理工大学工程学出身的实控人王云安一边通过抵押获取约60亿元银行贷款进行资金运作，一边大额分红，引发市场关注。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604093699336643.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1616","VIG","LU2488822045.USD","01364","BK4585","BK4588","LU0211977185.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143058279","title":"古茗3月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1143058279","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143058279?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 19:11","pubTimestamp":1775646669,"startTime":"0","endTime":"0","summary":"古茗控股有限公司于2026年4月8日发布截至2026年3月31日的股份变动月报表。报告显示，公司注册股本与已发行股本在本月均未发生变化。已发行股本总数保持在2,378,185,860股，未有新增发行或购回、注销和库藏股变动。截至报告期末，公司仍符合香港联交所要求的最低公众持股量。公司董事会于公告中重申，所有程序均遵守香港联交所《上市规则》及相关法律法规。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164581406","title":"新茶饮六小龙最新年报落地！蜜雪暴赚、霸王失速、奈雪还在亏","url":"https://stock-news.laohu8.com/highlight/detail?id=1164581406","media":"定焦One","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164581406?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 09:35","pubTimestamp":1775525716,"startTime":"0","endTime":"0","summary":"新茶饮六小龙的2025年报，同一时间落地，却呈现出了截然不同的生存状况。另外两家则陷入失速。奈雪的茶更为严峻，是六家中唯一营收下滑的品牌，43.3亿的营收同比下降12%，尽管大幅减亏73.8%，但仍未扭亏为盈，亏损2.4亿。霸王茶姬全球门店达到7453家，增长了15.7%。蜜雪冰城同样受益，但管理层在财报电话会上表示，补贴退潮后，门店营业额增长放缓。在竞争对手借助补贴扩大销量、提升品牌曝光时，霸王茶姬的外卖订单同比下滑超30%。","market":"us","thumbnail":"https://static.tigerbbs.com/c6d7b6255ac52ecffa1bed2f238e9ea7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c6d7b6255ac52ecffa1bed2f238e9ea7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d17e6301e5fab4c635ad9f9f9d74cb6e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/zkXyCpBh2-jHfs6DHTVG0g","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"茶饮六小龙：蜜雪暴赚、霸王失速、奈雪还在亏","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1702049645432","symbols":["02589","CHA","02555","01364","02097","02150"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2624639342","title":"中金：26年精细化运营为餐饮行业重点 关注部分品牌调整和新模型效果","url":"https://stock-news.laohu8.com/highlight/detail?id=2624639342","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624639342?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 09:24","pubTimestamp":1775179489,"startTime":"0","endTime":"0","summary":"中金主要观点如下：现制饮品门店盈利分化，部分正餐出现边际改善，26年精细化运营为行业重点具体来看：1)饮品方面，估计4Q25沪上/古茗/茶百道/奈雪/瑞幸/蜜雪同店同比增长超20%/接近20%/双位数/3%/1%/持平微增，1Q26古茗/茶百道/沪上同店均实现同比双位数增长，奈雪单店日均收入同比提升2-3%。奈雪计划26年直营开店聚焦优势城市并审慎推进加盟业务。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424962.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0348825331.USD","01405","BK1583","LU2488822045.USD","LU0310800379.SGD","LU0211977185.USD","LU0708994859.HKD","BK1587","SG9999004311.SGD","LU0594300419.USD","BK1132","06831","BK1604","LU0823426308.USD","LU0650527681.SGD","BK1589","02517","BK1616","09987","09922","LU0417516902.SGD","02097","BK1233","BK1591","LU0029864427.USD","LU0228659784.USD","LU0823426480.USD","LU1267930573.SGD","LU2279701549.SGD","01364","06862","LU0128525929.USD","IE0034224299.USD","IE0009570106.USD","02555","LU0348767384.USD","BK1588","LU0348766576.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623858866","title":"连续两年亏损，门店数仅为古茗的12%，资本不再相信奈雪的茶","url":"https://stock-news.laohu8.com/highlight/detail?id=2623858866","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623858866?lang=zh_cn&edition=fundamental","pubTime":"2026-03-31 18:32","pubTimestamp":1774953152,"startTime":"0","endTime":"0","summary":"连续两年亏损，门店不增反降，奈雪的茶退出“头部争夺”3月26日晚间，奈雪的茶发布了2025年全年业绩公告。这已是奈雪连续两年亏损，2024年其亏损曾扩大至9.26亿元，2025年虽有所收窄，但营收下滑的趋势未能逆转。2025年，奈雪茶饮店总数从1798家缩减至1646家，净减少152家。全年净增13家的速度，在当下动辄年均拓店数百上千家的新茶饮行业中，奈雪的茶似乎已经难言吸引力。近年来，奈雪每笔订单平均销售价值持续走低，2025年已降至24.4元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1774953135098707614","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU2488822045.USD","BK1587","02150","01364","BK1233","LU0211977185.USD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623367120","title":"中金：维持古茗(01364)跑赢行业评级 目标价36港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2623367120","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623367120?lang=zh_cn&edition=fundamental","pubTime":"2026-03-30 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高速扩张仍是主流","url":"https://stock-news.laohu8.com/highlight/detail?id=2622800563","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622800563?lang=zh_cn&edition=fundamental","pubTime":"2026-03-28 12:45","pubTimestamp":1774673100,"startTime":"0","endTime":"0","summary":"【去年五大茶饮净赚百亿元：古茗增速领跑 高速扩张仍是主流】从品牌定位来看，五家企业赛道划分清晰：蜜雪集团锚定平价茶饮，旗下品牌客单价在6-11元左右，以极致性价比占据下沉市场；古茗、茶百道、沪上阿姨聚焦中腰部价位带，主打街边场景，占据大众市场。和上述主要靠加盟模式发展的茶饮集团不同，走中高端路线的奈雪的茶以直营为主，于2023年7月开启加盟，主要门店布局在一线及新一线城市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202603283687790966.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202603283687790966.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"eastmoney_highlight","symbols":["BK1233","LU0211977185.USD","01364","LU2488822045.USD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622384662","title":"《大行》富瑞上调古茗(01364.HK)目标价至36.6元 加盟商盈利健康助长期增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2622384662","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622384662?lang=zh_cn&edition=fundamental","pubTime":"2026-03-27 15:35","pubTimestamp":1774596900,"startTime":"0","endTime":"0","summary":"富瑞发表研究报告指，古茗管理层指引今年增长稳健，新开门店数量与2025年大致相若，同店销售增长至少持平，毛利率稳定。该行将2026至2028年净利润预测上调16%至24%，以反映去年毛利率改善，以及今年同店销售增长压力低于预期，尽管外卖平台补贴减少。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250204115230486_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250204115230486_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1513441/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1513441/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622843622","title":"《大行》瑞银升古茗(01364.HK)目标价至35.7元  去年业绩胜预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2622843622","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622843622?lang=zh_cn&edition=fundamental","pubTime":"2026-03-27 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