港股异动 | 古茗(01364)涨超14%再创新高 总市值突破330亿港元 机构指其具备充足拓店空间

智通财经
11 Mar

智通财经APP获悉,古茗(01364)再涨超14%,高见14.34港元创上市新高,总市值突破330亿港元。截至发稿,涨14.89%,报14.2港元,成交额9602.34万港元。

据悉,古茗主要通过加盟模式,开设门店并运营”古茗”品牌。古茗是中国10-20元价格带内最大的大众现制茶饮品牌,也是全价格带下中国第二大现制茶饮品牌。根据公司招股说明书,截至2024年9月30日,古茗在全国共有9778家门店。国金证券指出,茶饮品牌分化加剧、行业边际现净出清,公司韧性优于同业,格局改善望加速成长。

德邦证券认为,未来公司依托于供应链和产品研发优势,通过加盟模式有望持续稳定地扩大门店网络,增加市场份额。且公司经营大众现制茶饮店业务,专注于行业预期增长最快的二线及以下城市,截至2023年尚未达到关键规模的中国内地省份合共占整体现制茶饮店市场的48%,仍具备充足的拓展空间。

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