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　　古茗（01364）午前涨逾4%，截至发稿，股价上涨3.56%，现报22.40港元，成交额5469.17万港元。

　　中金发布研报指出，预计古茗1H26收入同比增长30%，调整后核心净利润（剔除汇兑损益、股息预缴税等影响）同比增长50%至接近17亿元，好于市场预期，主要由于费用率及利息收入好于预期。结合同店表现及开店节奏，预计上半年GMV同比增长接近40%，收入端考虑设备销售等因开店放缓有所降速，预计收入同比增长略高于30%。

　　中金续指，开店方面，考虑往年开店节奏为前低后高，下半年开店有望提速，预计全年净开店2000家左右，低于年初指引。2H26基数下同店压力仍存，但公司积极推新，5月中旬开始推出的荔枝系列、泡鲁达、泰奶均表现好于预期，预计咖啡杯占比稳定在20%左右，对同店亦有拉动。展望全年，该行预计同店有望维持至少稳定。

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