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
智通财经APP获悉，古茗(01364)涨超11%，截至发稿，涨11.3%，报19.7港元。
消息面上，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。瑞银此前研报指出，预测古茗通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%。中金预计公司独特的区域加密及强供应链能力下未来持续展店将带来高业绩成长。
海通国际指出，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。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。供应链建设方面，古茗自建完整供应链系统，支持门店的高频冷链配送，把新鲜的原料成本控制得接近常温且品质稳定。在产品上新方面，古茗能在不乏创新的同时以最快且最标准化的方式紧跟主流趋势。门店运营方面，古茗以数字化自动化筑底，加盟商全身心投入提升门店业绩。
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