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　　国信证券发布研报称，截至2024年，古茗（01364）是国内规模第二大的现制茶饮品牌，仅次于蜜雪集团（02097）。该行认为公司基本面稳固，增长点包括单店商品交易总额（GMV）改善及门店扩张。首次覆盖予“优于大市”评级。

　　该行预期2025、26及27年，古茗门店将分别净增2100、2350及2450间；并估计成熟加盟店年均GMV约为234万元人民币，净利润率19.1%，新店回本周期约为16.5月，平台补贴助力加上推出新品类等驱动，预计2025、26及27年单店GMV分别同比增8.5%、4.5%及3.8%。该行亦预计古茗2025、26及27年的经调整归母净利润为20.1亿、25.2亿及30.8亿元人民币，同比增加30.1%、25.6%及22.2%。

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