金吾财讯 | 古茗（01364）早盘股价上扬，最新涨5.56%，报26.6港元，成交额1.96亿港元。消息面上，上半年公司经调整利润为15.68亿元，同比增长44.4%。期内实现营业收入74.70亿元，同比增长31.9%。其中，商品及设备的销售收入同比增加32.8%至59.693亿元，增速与总营收基本同步。古茗将此归因于门店网络扩张与商品交易总额（GMV）增加，导致对商品的需求上升。数据显示，古茗的GMV由去年同期的140.94亿元增至197.47亿元，增幅达40.11%。
国金证券表示，随着公司拓店稳健推进，门店网络不断延伸，市场份额有望进一步提升。预计公司26-28 年归母净利润分别为31.81/37.43/43.04亿元，对应PE 15.89/13.50/11.74X，维持“买入”评级。
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