港股詳情

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古茗

24.500

-0.200-0.81%

成交量：288.10萬

成交額：7,131.10萬

市值：582.61億

市盈率：34.65

高：25.950

開：25.350

低：24.100

收：24.700

資料載入中...

總覽公司新聞公告

申萬宏源：首予古茗(01364)“買入”評級目標價21.2港元

智通财经网

古茗04月09日主力淨流入46萬元散戶資金拋售

中金公司：首予古茗“跑贏大市”評級目標價22.50港元

中金公司：首予古茗(01364)“跑贏大市”評級目標價22.50港元

中金公司給予古茗跑贏大盤評級目標價22.50港元

中金公司：給予古茗跑贏大盤的初始評級，目標價22.50港元。

解構新茶飲行業“不可能三角”：蜜雪集團等企業短期競逐與長期主義的邏輯悖論

古茗：大眾現制飲品龍頭行穩致遠

古茗深度：大眾現製茶飲第一最大規模冷鏈賦能

申万宏源研究

港股概念追蹤|啓動內需消費或成穩定中國經濟的必然選擇食物飲品板塊受關注（附概念股）

港股異動 | 茶飲股全線走高，茶百道漲近9%，蜜雪漲超7%，古茗漲近6%

老虎资讯综合

浙商證券：頭部餐飲品牌加速擴張客單價企穩回升趨勢已逐步顯現

中金：需求尚待拐點/客單企穩餐飲品牌分化調整延續

新茶飲三強盈利大比拼：蜜雪暴賺、古茗小跑、茶百道失速

【財經分析】“新茶飲”分化加劇：蜜雪冰城霸王茶姬古茗領跑奈雪的茶陷入鉅虧

新茶飲三強盈利大比拼：蜜雪暴賺、古茗小跑、茶百道失速

蜜雪、古茗、茶百道、霸王茶姬、奈雪的茶，5家茶飲業績比較

【大行評級｜瑞銀：上調古茗目標價至19.28港元重申“買入”評級】瑞銀髮表研究報告，預測古茗通過針對性地擴張門店網絡及推出新產品，可提升盈利能力，並推動2025至2027年間收入年均複合增長率達到19%。該行將對其目標價從18.77港元上調至19.28港元，對應今明兩年預測市盈率分別為19倍及16倍，重申“買入”評級。

社會服務行業4月投資前瞻：蜜雪、古茗財報符合預期關注餐飲板塊拐點機會

中国银河证券股...

瑞銀：升古茗(01364)目標價至19.28港元重申“買入”評級

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06:45","pubTimestamp":1744152300,"startTime":"0","endTime":"0","summary":"继奈雪的茶2021年12月登陆港交所后，新茶饮行业近期密集推进上市步伐：蜜雪集团、古茗、茶百道于2025年年初陆续登陆港交所，霸王茶姬、沪上阿姨正分别推进美股和港股上市进程。业内人士表示，在新茶饮赛道出现这种差异的背后，存在一个根本性的商业悖论——霸王茶姬、蜜雪集团和奈雪的茶等企业似乎很难同时实现规模扩张、成本控制和品牌调性这三重目标。这个“不可能三角”正成为制约新茶饮行业发展的死结。","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=nesSN20250409064719a6b4a543&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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年38.5%提升至2023 年的46.8%，我们判断未来龙头企业有望持续整合市场。公司采取独特的区域加密战略来扩大门店网络，目前公司已经在八个省份建立超过关键规模的门店网络，2024 年合计占GMV 的83%。","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=nesSN20250409074123a6b4b2c6&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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年，古茗的加盟商的单店经营利润达37.6 万元，单店经营利润率高达20.2%，显著高于同期大众现制茶饮店市场的单店经营利润率。","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=nesSN20250409161123a6b52b22&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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09:57","pubTimestamp":1744077428,"startTime":"0","endTime":"0","summary":"民生加银基金认为，农业、食品饮料等消费板块相对较好主要由于此次美国关税提升的范围和税率大幅超出市场预期，市场预期在外部不确定性加大的背景下，启动内需消费或成为稳定中国经济的必然选择。投资者将更加关注企业的实际业绩表现，这有助于稳定市场情绪，减少因贸易摩擦带来的短期波动。建议投资者关注业绩稳定、具有核心竞争力的企业，特别是在国内市场需求旺盛的板块中寻找机会。","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/1275124.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":["02097","BK1237","09985","BK4614","01364","HSTECH","YANG","BK1233","BK1616"],"gpt_icon":1},{"id":"1121098868","title":"港股異動 | 茶飲股全線走高，茶百道漲近9%，蜜雪漲超7%，古茗漲近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121098868","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121098868?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 09:44","pubTimestamp":1744076689,"startTime":"0","endTime":"0","summary":"本周二（4月8日）港股早盘，茶饮股全线走高，$茶百道(02555)$涨近9%， $蜜雪集团(02097)$ 涨超7%， $古茗(01364)$ 涨近6%：","market":"hk","thumbnail":"https://static.tigerbbs.com/eef895897b152ccacd1c357738e633b5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/eef895897b152ccacd1c357738e633b5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02555","BK1616","BK4614","YANG","BK1233","01364","07226","HSCEI"],"gpt_icon":0},{"id":"2525608160","title":"浙商證券：頭部餐飲品牌加速擴張 客單價企穩回升趨勢已逐步顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2525608160","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525608160?lang=zh_tw&edition=fundamental","pubTime":"2025-04-07 15:47","pubTimestamp":1744012035,"startTime":"0","endTime":"0","summary":"25H1业绩展望：竞争逐步趋缓，头部品牌客单价已现企稳回升态势开店数角度，展店收缩已然开启，多数细分赛道呈现净关店态势。客单价角度，头部品牌企稳回升趋势已逐步显现肯德基24Q2至24Q4客单价呈现逐步抬升态势，海底捞23H2/24H1/24H2客单价同样呈现逐步抬升态势。浙商证券认为，这些品牌客单价的持续企稳回升得益于供给收缩后的竞争趋缓。","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/1274583.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":["IE0034224299.USD","LU2279701549.SGD","LU0348825331.USD","BK1604","BK1132","01364","LU0417516902.SGD","09658","601878","IE0009570106.USD","01405","BK1589","LU0348766576.USD","BK1588","08496","LU0650527681.SGD","BK0276","06862","BK1583","LU0348767384.USD","09987","BK1591","LU2488822045.USD","LU0823426308.USD","LU0594300419.USD","02097","BK1233","SG9999004311.SGD","LU0823426480.USD","LU0228659784.USD","BK1616"],"gpt_icon":1},{"id":"2525297064","title":"中金：需求尚待拐點/客單企穩 餐飲品牌分化調整延續","url":"https://stock-news.laohu8.com/highlight/detail?id=2525297064","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525297064?lang=zh_tw&edition=fundamental","pubTime":"2025-04-07 15:23","pubTimestamp":1744010589,"startTime":"0","endTime":"0","summary":"中金主要观点如下：消费需求尚待拐点，品牌延续分化趋势中金指出，25年多数品牌同店降幅收窄但尚未迎来拐点，头部品牌表现领先，且行业客单延续企稳趋势，多数品牌转变低价策略、更重视产品质量。预计24年表现承压的品牌将聚焦模型优化且谨慎开店海底捞计划25年通过特色产品和门店场景进行差异化竞争。海伦司、呷哺呷哺等计划持续优化采购和物流仓储成本。风险因素消费力修复弱于预期；竞争格局恶化；同店和利润率低于预期。","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/1274563.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":["BK1604","LU0228659784.USD","LU0823426480.USD","LU0594300419.USD","BK1589","BK1132","08496","BK1588","IE0034224299.USD","02150","01364","BK1587","BK1233","LU0348767384.USD","LU2488822045.USD","LU0348766576.USD","BK1583","09987","LU0417516902.SGD","LU0823426308.USD","01405","LU0650527681.SGD","LU0348825331.USD","06862","IE0009570106.USD","SG9999004311.SGD","BK1616","09869","LU2279701549.SGD","BK1591"],"gpt_icon":0},{"id":"2525053060","title":"新茶飲三強盈利大比拼：蜜雪暴賺、古茗小跑、茶百道失速","url":"https://stock-news.laohu8.com/highlight/detail?id=2525053060","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525053060?lang=zh_tw&edition=fundamental","pubTime":"2025-04-07 10:57","pubTimestamp":1743994639,"startTime":"0","endTime":"0","summary":"新茶饮行业，加速驶入快车道。古茗、茶百道、蜜雪冰城在一年内相继上市，重新点燃资本市场对新茶饮的热情，蜜雪冰城上市首日股价涨超40%，更是打破了此前“开盘即破发”的魔咒。目前，新茶饮“三剑客”均已发布2024年财报，进一步揭开这三家公司的真实底色。古茗和茶百道门店数量差距不大，分别为9914家、8395家。只不过，蜜雪和古茗都保持着超过30%的利润增速，茶百道却遭遇58.3%的利润下滑。蜜雪冰城、古茗与茶百道都是典型的加盟模式。","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":"https://www.lanjinger.com/d/254678","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":["BK1233","02555","01364","BK1616"],"gpt_icon":0},{"id":"2525742250","title":"【財經分析】“新茶飲”分化加劇：蜜雪冰城霸王茶姬古茗領跑 奈雪的茶陷入鉅虧","url":"https://stock-news.laohu8.com/highlight/detail?id=2525742250","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525742250?lang=zh_tw&edition=fundamental","pubTime":"2025-04-06 10:22","pubTimestamp":1743906139,"startTime":"0","endTime":"0","summary":"新华财经北京4月6日电（可达）近日，“新茶饮”企业奈雪的茶、茶百道、古茗、蜜雪冰城相继披露2024年业绩，霸王茶姬、沪上阿姨亦在上市文件中披露了近年的经营数据。蜜雪冰城是唯一营收突破200亿元“大关”的茶企，霸王茶姬则以124.06亿元紧随其后，古茗实现营收87.91亿元位列第三。","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/202504063365589050.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_eastmoney","symbols":["CHA","02097","01364","BK1233","02150","BK1587","BK1616"],"gpt_icon":1},{"id":"2524924965","title":"新茶飲三強盈利大比拼：蜜雪暴賺、古茗小跑、茶百道失速","url":"https://stock-news.laohu8.com/highlight/detail?id=2524924965","media":"定焦One","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524924965?lang=zh_tw&edition=fundamental","pubTime":"2025-04-04 08:33","pubTimestamp":1743726780,"startTime":"0","endTime":"0","summary":"古茗和茶百道门店数量差距不大，分别为9914家、8395家。只不过，蜜雪和古茗都保持着超过30%的利润增速，茶百道却遭遇58.3%的利润下滑。蜜雪冰城、古茗与茶百道都是典型的加盟模式。相比之下，茶百道2024年收入同比下滑13.8%至49.18亿元，门店数量和收入体量均排名垫底。2024年，蜜雪冰城净利润同比增长39.8%达44.54亿元，比古茗和茶百道加起来都多。茶百道则因为业绩拖累，上市至今股价下滑46%。同期，茶百道的加盟商流失率分别为0.2%、1.1%、10.7%及16.6%。","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=nesSN20250404083613972e0895&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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