智通财经APP获悉，古茗(01364)涨超5%，高见27.95港元，再创上市新高。截至发稿，涨4.89%，报27.9港元，成交额1554.13万港元。
消息面上，恒生指数公司宣布季度检讨结果。方正证券指出，古茗预计将于6月9日被纳入港股通。该行表示，古茗深耕区域，最大规模冷链赋能增长，短期关注门店表现及扩张节奏，中长期关注潜在未进入省份开店空间。
中金近期研报指出，据草根调研，公司1Q同店高单增长，剔除去年315舆情事件影响导致3月低基数，1-2月在较高基数下仍实现中低个位数同店提升，4月在低基数下同店实现加速提升，考虑去年舆情事件影响延续至去年7月，我们预计2Q25同店增速有望保持同比高位，加盟商盈利能力显著提升。调研显示加盟商开店热情提升，1Q签约门店数量达1000家，开店节奏较去年加速，我们预计全年净增门店数量有望超过2000家，整体看公司年初至今各项经营指标均好于预期，显示出公司较强运营能力下稳定的基本盘及消费者基础。
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