港股详情

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古茗

21.700

+0.5202.46%

成交量：490.22万

成交额：1.06亿

市值：516.03亿

市盈率：17.38

高：21.980

开：21.680

低：21.100

收：21.180

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：1.03

换手率：0.21%

股息：0.93

股息率：4.29%

每股收益(LYR):1.249

净资产收益率：78.33%

总资产收益率：16.07%

市净率：7.66

市盈率(LYR):17.38

市销率: 3.46

数据加载中...

总览公司新闻公告

古茗01月16日主力净流入2326.8万元散户资金抛售

古茗4.55亿杭州购地，能否换来百亿营收？

4.55亿元！奶茶圈“大地主”诞生

每日卖空追踪 | 古茗 01月15日卖空量成交10.8万股，卖空比例为3.75%

古茗终于豪横了一把

港股异动 | 古茗(01364)尾盘涨超3% 据报以4.55亿元竞得杭州钱江世纪城核心地块

大手笔分红后古茗再斥4.55亿杭州拿地建总部

国际金融报

古茗(01364.HK)4.55亿人币投得杭州商业用地料用作建设新总部

阿斯达克财经

4.55亿元，古茗也在杭州拿地！蜜雪冰城、奈雪的茶⋯⋯茶饮企业“建楼潮”背后

浙商证券：预计25H2绝大多数餐饮头部品牌将实现客流量回正

华西证券：离岛免税新年开门红四部门发文鼓励工会开展春秋游

智通财经网

总价4.55亿元，刚刚，茶饮巨头古茗在杭州钱江世纪城拿地

2025新茶饮IPO元年：资本狂欢与供应链暗战

古茗2025超额完成开店计划：今年拟新开4000家店，要回归堂食推动加盟商实收率回升，将发力烘焙和咖啡等多品类

2025年港股IPO行业图谱：全口径下工业募资723亿港元新面孔中新消费信息技术医疗成募资主力

一杯狂加6份！今冬最野奶茶小料，凭啥火到断货？

Foodaily每日食品

赋能健康中国：饮料行业正在实现从“解渴需求”到“健康可持续”的价值跃升

中国财富网

《大行》高盛：古茗(01364.HK)今年透过多重策略推动同店销售增长

阿斯达克财经

每日卖空追踪 | 古茗 01月08日卖空量成交15.12万股，卖空比例为2.42%

港股异动 | 古茗(01364)尾盘涨逾6% 门店总数已提升至约1.3万家公司今年开店目标积极

智通财经网

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16:14","pubTimestamp":1768551240,"startTime":"0","endTime":"0","summary":"近日，古茗旗下古茗技术（浙江）有限公司以4.55亿元底价，竞得杭州钱江世纪城核心单元XS010203-04地块。这已是古茗近年来第二次重大重资产布局。截至2025年6月30日，古茗门店总数达11179家，同比增长17.5%。2025年半年度报告显示，公司期内营收同比增长41.2%，归母净利润同比增长121.5%。协议规定，竞得者及其在杭下属控股企业在该地块年度营业收入达10亿元，且自土地合同签订之日起至2027年12月31日须被认定为杭州市总部企业。","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=nesSN20260116161737a4cb21d4&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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16:12","pubTimestamp":1768551130,"startTime":"0","endTime":"0","summary":"1月12日，杭州钱江世纪城核心区一宗商业用地挂牌出让，古茗技术（浙江）有限公司以4.55亿元总价竞得，成交楼面价6100元/平方米。这是古茗2025年2月上市后的又一重大资本动作。据温岭市2025年政府工作报告显示，古茗总部基地总投资超过5亿元，总占地面积达70亩。“土地成交价4.55亿元，还需承担数十亿元的建安成本、利息和长期税费，将大量流动性转化为固定资产，考验古茗的资金链。”","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=nesSN20260116163012953d0b32&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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古茗再斥4.55亿杭州拿地建总部","url":"https://stock-news.laohu8.com/highlight/detail?id=2603364366","media":"国际金融报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603364366?lang=zh_cn&edition=fundamental","pubTime":"2026-01-14 00:16","pubTimestamp":1768321013,"startTime":"0","endTime":"0","summary":"新茶饮品牌也开始下场摘地了。1月12日，位于杭州市钱江世纪城核心区的一宗商业用地挂牌出让，最终由古茗技术（浙江）有限公司（下称“古茗”）以4.55亿元的价格竞得，成交楼面价6100元/平方米。从大手笔分红到斥金摘地，这家上市还不足一年的茶饮新贵近期动作频频。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601143617814088.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/a/202601143617814088.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":["LU2488822045.USD","LU0211977185.USD","BK1233","01364","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2603505771","title":"古茗(01364.HK)4.55亿人币投得杭州商业用地  料用作建设新总部","url":"https://stock-news.laohu8.com/highlight/detail?id=2603505771","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603505771?lang=zh_cn&edition=fundamental","pubTime":"2026-01-13 15:41","pubTimestamp":1768290060,"startTime":"0","endTime":"0","summary":"内媒报道，古茗(01364.HK) 旗下公司以底价4.55亿元人民币投得杭州钱江世纪城核心区的一宗商业用地，地皮面积约1.24万平方米，可建面积约7.5万平方米，建筑限高不超过190米；据悉古茗将用于建设总部。报道指，2022年5月，古茗曾在浙江温岭市大溪镇投得一宗商业用地，用于建设温岭古茗总部大楼。目前古茗实行杭州、台州双总部战略。其中，台州总部坐落于温岭市大溪镇，杭州总部则位于萧山区。是次竞得的新地块，大楼若顺利建成，杭州总部有望重回钱江世纪城区域。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-13 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！蜜雪冰城、奈雪的茶⋯⋯茶饮企业“建楼潮”背后","url":"https://stock-news.laohu8.com/highlight/detail?id=2603026235","media":"消费物语","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603026235?lang=zh_cn&edition=fundamental","pubTime":"2026-01-13 14:21","pubTimestamp":1768285275,"startTime":"0","endTime":"0","summary":"当不少茶饮企业仍在聚焦“9.9元”价格大战时，一个耐人寻味的现象在行业另一端悄然上演：从蜜雪冰城、奈雪的茶到古茗，头部茶饮品牌正集体转向一项更“重”的资产布局——拿地盖楼。古茗拿地已非茶饮行业的新鲜事，盖楼买楼的“朋友圈”都是行业头部。“对自身现金流与长期价值高度自信”财报显示，2025年上半年，古茗的营业收入约56.6亿元，同比增加41.2%。与餐饮零售消费行业争抢一二线城市不同，古茗81%的门店布局在二线及以下城市。","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=nesSN20260113151433a4bdb06e&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, 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14:03","pubTimestamp":1768197802,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，本轮自2023年初以来的餐饮行业复苏，其幅度由需求决定，节奏由供给决定。客流量方面，伴随同比基数正常化，预计25H2绝大多数餐饮头部品牌将实现客流量回正。单店维度，25H2起绝大多数头部品牌预计将实现同店持平或回正。历经2年维度的市场自然调节，客单价下行压力已逐步收敛或结束，25H2餐饮头部品牌客单价预计企稳或回升。预计快速开店带动下25H2有望继续实现约25%的收入增速，净利率有望持续改善。","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/1391510.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":["09658","09987","BK1591","601878","LU2279701549.SGD","01364","BK1132","IE0034224299.USD","BK1587","08496","LU2488822045.USD","BK1588","LU0417516902.SGD","LU0823426480.USD","BK1604","LU0211977185.USD","BK1583","LU0650527681.SGD","02097","BK0276","BK1616","LU0823426308.USD","06862","BK1233","LU0348825331.USD","LU0228659784.USD","BK1589","06831","LU0594300419.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2602567389","title":"华西证券：离岛免税新年开门红 四部门发文鼓励工会开展春秋游","url":"https://stock-news.laohu8.com/highlight/detail?id=2602567389","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2602567389?lang=zh_cn&edition=fundamental","pubTime":"2026-01-12 10:01","pubTimestamp":1768183285,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华西证券发布研报称，海南离岛免税实现新年“开门红”，首周销售额同比增长88%，国产品牌销售升温。国家多部门联合发文鼓励工会增加文体消费活动，旨在释放职工消费潜力。《意见》提出鼓励提高工会经费中文体活动支出比例，推动用人单位就文体活动和带薪年休假开展集体协商，扩大职工疗休养规模，鼓励基层工会每年最多可开展四次春秋游活动。","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=nesSN20260112100514a70f8477&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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11:26","pubTimestamp":1767929160,"startTime":"0","endTime":"0","summary":"高盛发表研究报告指，近日与古茗举办了虚拟会议，展望2026年，古茗管理层承认，同店销售增长面对着高基数压力，但关键因素将提供支持，包括咖啡产品推广、逐步提供早餐或提早开店、产品类别扩展和升级店内体验。古茗管理层在会议上提到，近期补贴力度有趋缓迹象，但由于公司就品牌活动保持审慎态度、新产品成功有助于客户留存、及店内销售从低位回升，相信整体影响仍在可控范围之内。高盛予古茗“买入”评级，目标价32元。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250204082617264_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250204082617264_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1494992/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1494992/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":["LU0211977185.USD","01364","BK1616","LU2488822045.USD","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2602396894","title":"每日卖空追踪 | 古茗 01月08日卖空量成交15.12万股，卖空比例为2.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2602396894","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2602396894?lang=zh_cn&edition=fundamental","pubTime":"2026-01-08 16:30","pubTimestamp":1767861022,"startTime":"0","endTime":"0","summary":"古茗北京时间01月08日，涨5.59%，卖空量成交15.12万股，较上一交易日增加160.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260108164507a7023abb&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, 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15:51","pubTimestamp":1767858693,"startTime":"0","endTime":"0","summary":"古茗(01364)尾盘涨幅扩大，截至发稿，涨6.15%，报26.94港元，成交额1.55亿港元。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260108/20260108155158_94876.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260108/20260108155158_94876.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1390326.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"港股异动 | 古茗(01364)尾盘涨逾6% 门店总数已提升至约1.3万家 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