古茗(1364.HK):深渠长流 万店耕新

长江证券
24 Jul

公司概况:大众现制茶饮龙头,供应链效率赋能门店扩张古茗2010 年创立于浙江温岭,公司的成长路径以供应链为核心驱动,2013 年开始部署自配送体系,2017 年启动冷链配送,2023 年已拥有冷库容积超6 万立方米、冷链运输车辆超300 台,构建起行业领先的仓配网络;随着供应链能力逐步成熟,2020 年起公司门店数量迅速扩张,形成先供应链、后规模化的复制模式。2024 年,公司在行业增长放缓与竞争...

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