智通财经APP获悉，古茗(01364)尾盘涨幅扩大，截至发稿，涨6.15%，报26.94港元，成交额1.55亿港元。
消息面上，据不完全统计，古茗2025年净开店约3000家，门店总数已提升至约1.3万家，开源证券指出，全国仍有17个省份尚未布局，空白市场开拓空间广阔，按照目前浙江门店密度复制全国，以长期终局思维，推算国内长期开店天花板超4万家。
太平洋证券表示，古茗为茶饮赛道中最具备“确定性和空间性”的标的，外卖补贴退坡后同店表现依旧稳健，今年开店目标积极，门店扩张的核心抓手是已进入区域加密+战略市场突破。今年同店目标维稳，将通过渠道结构调改，提高堂食占比方式增加加盟商实收率，以及通过咖啡、烘焙新品类形成同店支撑。
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