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　　古茗（01364）盘中涨超12%，截至发稿，股价上涨10.17%，现报19.50港元，成交额5761.70万港元。

　　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。

　　海通国际发布研报称，预计古茗2025-27年收入各108.4/128.4/144.2亿元，经调净利各18.8/21.9/23.8亿元。参考可比公司，基于古茗相对高成长性和行业领先地位，以及门店快速拓展带来的规模效应、盈利改善，给予古茗2025年25XPE，对应合理目标市值506亿港元，合理目标价为24.2港元（对应汇率为HKD/CNY=0.93），首次覆盖给予优大于市评级。

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