古茗:慢就是快!茶饮界也有 “Costco”?

海豚投研
Jul 04, 2025

$古茗(01364.HK)当蜜雪冰城顶着 “下沉之王” 的光环敲钟,当茶百道、沪上阿姨争先恐后奔赴 IPO,古茗,这个同样跻身 “现制茶饮上市俱乐部” 第三席的玩家,却显得格外低调。然而,资本市场的剧本从不按常理出牌!如果从上市后的表现看,茶百道、沪上阿姨上市即破发,股价一路探底,古茗则凭借接近 3 倍的涨幅超越蜜雪冰城(蜜雪上市后涨幅 1 倍左右),一骑绝尘。这巨大的反差背后,藏着什么秘密? ...

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