新茶饮品牌古茗(01364)于今日在港交所主板挂牌上市，股价盘中一度大涨5%。市场关注该股的表现,蕴含着对新茶饮行业的判断。
有分析指出,古茗的股价涨幅显示市场对该公司扩张下沉市场、加速新品类研发的发展战略较为认可。
招股书显示,古茗致力于向消费者提供新鲜美味、出品一致、价格亲民的高质量产品。按2023年商品销售额及门店数量计,古茗是中国最大的大众现制茶饮店品牌,也是全价格带的第二大现制茶饮品牌。
截至2024年9月底,古茗已开设9778家门店,覆盖全国17个省份。值得注意的是,其中80%的门店位于二线及以下城市,40%甚至深入乡镇。该公司主攻下沉市场,迎合广大中低收入群体的消费能力。
在新品类研发方面,古茗亦不遗余力。公司拥有近120人的研发团队,新品上市频率极快。2023年古茗推出130款新品,平均每2.8天就有一款新产品面世,力求满足消费者不断变化的需求。
分析人士认为,在饱和的一二线城市,新茶饮企业的增长动力已经不足。不过下沉市场仍存在广阔的发展空间。以古茗的门店网络和供应链优势,有望凭借新产品类不断开拓下沉市场,成为可期。
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