汇丰研究发表报告指，在年轻人、产品创新和市场渗透的推动下，中国的现制茶饮行业正蓬勃发展，惟流失率高，进入门槛和存活率亦较低。据计算，古茗(01364.HK) 的市场份额为8.7%，并专注于新鲜水果茶类别和建立自己的供应链，以在中价市场突围而出。
该行预期古茗今年将净增加2,500间店铺，高于管理层指引的2,000间，并料将在2027年达到16,726间店。该行又预计，公司2024至27年间的净利润年复合增长率为22.8%，而收入年复合增长率则超过20.1%。
该行予古茗目标价32.2元，首予其“买入”评级，认为相对于公司的短期和长期增长状况，其目前的估值具吸引力。(sl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-25 16:25。)
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