智通财经APP获悉，古茗(01364)涨超7%，高见26.5港元再创上市新高。截至发稿，涨7.76%，报26.4港元，成交额4994.03万港元。
消息面上，古茗2024年实现收入约87.91亿元，同比增长14.5%；毛利约26.87亿元，同比增长11.8%；母公司拥有人应占利润14.785亿元，同比增长36.9%。截至2024年12月31日，公司的门店网络覆盖中国超过200个各线级城市，包括9914家门店，较截至2023年12月31日的9001家门店增长10.1%。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。
值得关注的是， 沪上阿姨今早9点在富途的认购已经结束。截至发稿，沪上阿姨孖展超购近3400倍，孖展申购额超920亿港元。国金证券表示，近期头部茶饮企业陆续上市，行业竞争加剧背景下，看好低价格带格局稳定赛道，以及中价格带产品性价比高供应链扎实的企业；建议关注茶饮赛道投资机会。
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