港股详情

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古茗

24.500

-0.200-0.81%

成交量：288.10万

成交额：7,131.10万

市值：582.61亿

市盈率：34.65

高：25.950

开：25.350

低：24.100

收：24.700

数据加载中...

总览公司新闻公告

古茗致歉！“崩坏”联名套餐售罄，将安排补货

市场综述 | 小米涨近6%、古茗涨近14%；苹果、英伟达等科技股盘前反弹

老虎资讯综合

古茗04月22日获主力加仓2万元

【次新异动】古茗(01364)涨近12% 机构指其现存门店质量高供应链基础扎实

港股异动 | 古茗涨超11%，近日联名活动套餐爆火，机构看好公司发展空间

古茗盘中涨超12% 海通国际首次覆盖给予优大于市评级

海通国际：首予古茗(01364)“优于大市”评级目标价24.2港元

一杯奶茶干翻系统！古茗联名活动太火爆有用户页面显示排队人数超百万

联名活动火爆致小程序“崩了” 古茗回应：流量激增触发排队机制已紧急扩容

《股市简讯》中国茶饮股午后劲扬其中蜜雪创新高，茶姬纽约IPO高端定价

港股异动 | 茶饮股集体拉升霸王茶姬即将登陆纳斯达克机构建议关注茶饮赛道投资机会

港股消费股午后走强，蜜雪集团(02097.HK)涨超7%再创新高，古茗(01364.HK)涨超8%，农夫山泉(09633

茶饮股普遍走高古茗(01364)涨8.26% 机构看好内需驱动型消费品企业的股价表现

古茗(01364)股价上升8.146%，现价港币$18.32

阿斯达克财经

港股异动 | 餐饮股普遍走高小菜园(00999)涨超10% 蜜雪集团(02097)涨超7%创新高

古茗04月16日主力净流出221万元散户资金买入

茶饮加盟 “退烧”，扩张走到拐点

国际金融报

【券商聚焦】申万宏源首予古茗(01364)买入评级看好其产品创新能力指其股东回报具吸引力

古茗04月10日主力净流出41万元散户资金买入

古茗上市后首份财报：营收利润双增，关店数量也增长

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午后维持高位，截至发稿，涨11.64%，报19.76港元，成交额9734.88万港元。作为中国现制饮品中门店数仅次于蜜雪冰城和瑞幸咖啡的品牌，古茗供应链基础扎实，运营效率高，且发展空间大。根据灼识咨询数据，按2023年GMV计，古茗是中国第二大现制茶饮店品牌，市场份额为9.1%；若按价格带划分，古茗是中国最大大众现制茶饮店品牌，市场份额为17.7%。首次覆盖给予优大于市评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957493","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364","BK1233","BK1616"],"gpt_icon":0},{"id":"2529393976","title":"港股异动 | 古茗涨超11%，近日联名活动套餐爆火，机构看好公司发展空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2529393976","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529393976?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 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海通国际首次覆盖给予优大于市评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2529539592","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529539592?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 10:39","pubTimestamp":1745289540,"startTime":"0","endTime":"0","summary":"　　古茗盘中涨超12%，截至发稿，股价上涨10.17%，现报19.50港元，成交额5761.70万港元。　　4月18日，古茗推出与《崩坏：星穹铁道》的联名活动，据报道，联名活动套餐开售即售罄，小程序也因瞬时流量过大崩溃。参考可比公司，基于古茗相对高成长性和行业领先地位，以及门店快速拓展带来的规模效应、盈利改善，给予古茗2025年25XPE，对应合理目标市值506亿港元，合理目标价为24.2港元，首次覆盖给予优大于市评级。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-04-22/doc-inetzeny4279145.shtml","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":"sina","symbols":["01364"],"gpt_icon":0},{"id":"2529848333","title":"海通国际：首予古茗(01364)“优于大市”评级 目标价24.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2529848333","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529848333?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 11:47","pubTimestamp":1745207238,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海通国际发布研报称，预计古茗2025-27年收入各108.4/128.4/144.2亿元，经调净利各18.8/21.9/23.8亿元。截至2024年末，古茗国内门店数已达9914间，覆盖中国17个省。现制饮品即饮饮料的升级需求，增速领跑中国饮料市场。门店拓展方面，古茗选择地域加密策略，专注中低线城市饮品消费升级需求。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1281393.html","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":"stock_zhitongcaijing","symbols":["01364"],"gpt_icon":0},{"id":"2528080557","title":"一杯奶茶干翻系统！古茗联名活动太火爆 有用户页面显示排队人数超百万","url":"https://stock-news.laohu8.com/highlight/detail?id=2528080557","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528080557?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 13:37","pubTimestamp":1744954656,"startTime":"0","endTime":"0","summary":"【一杯奶茶干翻系统！古茗联名活动太火爆 有用户页面显示排队人数超百万】4月18日上午，古茗与《崩坏：星穹铁道》的联动活动开启，本次联名以游戏角色刃和卡芙卡为主题，推出多款联名饮品及周边商品。此次联名活动开启后，“古茗排队”话题登上热搜。有不少消费者表示，联名活动过于火爆，附近门店全部售罄，第一天活动线上小程序因瞬时流量过大崩溃，有网友发文吐槽自己的用户页面显示排队人数超120万，还有订单因系统延迟被强制退出后需重新排队。","market":"us","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/202504183381148995.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":["01364","BK1616","BK1233"],"gpt_icon":0},{"id":"2528563089","title":"联名活动火爆致小程序“崩了” 古茗回应：流量激增触发排队机制 已紧急扩容","url":"https://stock-news.laohu8.com/highlight/detail?id=2528563089","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528563089?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 11:49","pubTimestamp":1744948140,"startTime":"0","endTime":"0","summary":"新浪科技讯 4月18日上午消息，《崩坏：星穹铁道》与古茗的联动活动于4月18日开启，本次联名以游戏角色刃和卡芙卡为主题，推出多款联名饮品及周边商品。\n　　其后，“古茗排队”话题登上热搜。有不少消费者表示，联名活动过于火爆，附近门店全部售罄，第一天活动线上小程序也崩溃了，排队人数甚至一度超过百万。\n　　对此，古茗官方回应称，“联名活动太火爆，用户参与热情高，短时流量激增触发排队机制，目前已经紧急扩容，可以正常点单参与活动。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","market":"sg","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":"https://finance.sina.com.cn/tob/2025-04-18/doc-inetqeau4924553.shtml","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":"sina","symbols":["01364","BK1616","BK1233"],"gpt_icon":0},{"id":"2528765361","title":"《股市简讯》中国茶饮股午后劲扬其中蜜雪创新高，茶姬纽约IPO高端定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2528765361","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528765361?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 16:10","pubTimestamp":1744877408,"startTime":"0","endTime":"0","summary":"《股市简讯》中国茶饮股午后劲扬其中蜜雪创新高，茶姬纽约IPO高端定价* 在香港上市的中国现制茶饮股周四午后劲扬，其中“蜜雪冰城”母企蜜雪集团2097.HK一度飙8.7%至478港元创新高；古茗1364.HK、茶百道2555.HK和奈雪的茶2150.HK亦分别涨9.2%、19%及8.6%。* 路透稍早报导，经营“霸王茶姬”品牌的中国茶饮企业茶姫在纽约首次公开发行中将发行价定为每股28美元，为指导价区间的高端，筹资4.11亿美元。该公司所有产品均在中国生产。","market":"us","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250417:nL4T3QV0MW:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02150","BK1587","01364","BK1233","02097","02555","BK1616"],"gpt_icon":0},{"id":"2528519759","title":"港股异动 | 茶饮股集体拉升 霸王茶姬即将登陆纳斯达克 机构建议关注茶饮赛道投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2528519759","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528519759?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 14:17","pubTimestamp":1744870676,"startTime":"0","endTime":"0","summary":"消息面上，霸王茶姬将于北京时间4月17日晚正式在美国纳斯达克上市。在上周接受IPO认购之前，霸王茶姬已获得高达2.05亿美元的投资者意向。华西证券此前研报指出，霸王茶姬冲击美股IPO，关注茶饮新消费。国金证券表示，近期头部茶饮企业陆续上市，行业竞争加剧背景下，看好低价格带格局稳定赛道，以及中价格带产品性价比高供应链扎实的企业；建议关注茶饮赛道投资机会。","market":"hk","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/1279988.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02150","USAW.SI","QLD","BK1616","03086","TQQQ","01364","PSQ","NVIW.SI","ARTL","TSYW.SI","BK1233","QID","159632","USJW.SI","NQmain","BK4007","BK1147","BK1587","SQQQ","02097","02555","MNQmain",".IXIC"],"gpt_icon":1},{"id":"2528815755","title":"港股消费股午后走强，蜜雪集团(02097.HK)涨超7%再创新高，古茗(01364.HK)涨超8%，农夫山泉(09633","url":"https://stock-news.laohu8.com/highlight/detail?id=2528815755","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528815755?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 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茶饮股普遍走高，截至发稿，古茗 涨8.26%，蜜雪集团涨7.83%，茶百道涨2.75%，奈雪的茶涨2.15%。消息面上，浦银国际认为，由于中国消费品企业出口短期面临较大挑战，而政府持续发力扩大内需的大方向具有较高的确定性，该行短期更看好内需驱动型消费品企业的股价表现。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957406","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":null,"symbols":["02555","02150","BK1233","BK1616","01364","BK1587"],"gpt_icon":0},{"id":"2528373449","title":"古茗(01364)股价上升8.146%，现价港币$18.32","url":"https://stock-news.laohu8.com/highlight/detail?id=2528373449","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528373449?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 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蜜雪集团(02097)涨超7%创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2528319187","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528319187?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 11:37","pubTimestamp":1744861045,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，餐饮股普遍走高，截至发稿，小菜园涨10.08%，报10.16港元；古茗涨7.44%，报18.2港元；蜜雪集团涨7.23%，报471.4港元；呷哺呷哺涨3.17%，报0.65港元。消息面上，商务部部长王文涛在《求是》杂志发文表示，多措并举扩大服务消费，推动多个领域有序开放。国金证券也表示，美国加关税或将倒逼内需消费扩张，持续年关注初以来促消费政策组合拳落地带来积极影响，餐饮酒旅为代表国内服务类消费或直接受益。","market":"hk","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/1279949.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["08496","BK1616","BK1132","01364","00999","BK1583","02097","BK1233","00520","BK1604"],"gpt_icon":0},{"id":"2527260056","title":"古茗04月16日主力净流出221万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2527260056","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527260056?lang=zh_cn&edition=fundamental","pubTime":"2025-04-16 16:16","pubTimestamp":1744791364,"startTime":"0","endTime":"0","summary":"04月16日, 古茗股价跌1.85%，报收16.94元，成交金额2513万元，换手率0.06%，振幅8.00%，量比0.75。古茗今日主力资金净流出221万元，上一交易日主力净流入136万元。该股近5个交易日下跌0.47%，主力资金累计净流出126万元；近20日主力资金累计净流入1358万元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416173608a6bc645e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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指其股东回报具吸引力","url":"https://stock-news.laohu8.com/highlight/detail?id=2526568408","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526568408?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 15:26","pubTimestamp":1744356402,"startTime":"0","endTime":"0","summary":"金吾财讯 | 申万宏源研报指，古茗 成立于2010年，按照2023年的商品销售额及门店数量计算，是中国排名第一的大众现制茶饮店品牌，也是中国第二大现制茶饮店品牌。该行看好古茗的产品创新能力，基于地域加密策略的供应链效率，具备吸引力的股东回报，以及开店潜力。考虑到古茗在内业的冷链供应链优势，在中国还有14个省份尚未进入带来的潜在开店空间，以及股东回报，该行认为公司值得一定的估值溢价。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957076","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":null,"symbols":["000166","01364"],"gpt_icon":0},{"id":"2526305465","title":"古茗04月10日主力净流出41万元 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