港股详情

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古茗

23.240

-0.440-1.86%

成交量：596.96万

成交额：1.40亿

市值：543.58亿

市盈率：18.36

高：24.260

开：23.460

低：23.080

收：23.680

52周最高：30.923

52周最低：18.585

股本：23.39亿

香港流通股本：23.39亿

量比：1.81

换手率：0.26%

股息：1.18

股息率：5.08%

每股收益(LYR):1.266

净资产收益率：48.23%

总资产收益率：17.51%

市净率：7.36

市盈率(LYR):18.36

市销率: 3.15

数据加载中...

总览公司新闻资讯公告

古茗(01364)出现大手卖出38.12万股，成交价$23.34，涉资889.721万

阿斯达克财经

古茗入酒局，啤酒是新茶饮的夜间解药？

异动解读｜古茗盘中下跌3.48%，餐饮板块集体走弱叠加加盟新政短期承压

茶饮半年报藏新趋势：蜜雪拐点已至，古茗、霸王茶姬齐齐换挡

南方都市报

12家茶饮品牌扎堆卖冰淇淋：“拉朵”毛利最高能到60%，古茗、喜茶、霸王茶姬们坐不住了

古茗开始卖冰淇淋了，全国首店9月19日落子南京

【券商聚焦】国盛证券维持古茗（01364）买入评级指公司盈利能力增强

今日数据精选：世界已进入极端天气“危险区”；大厂追讨.ai域名

六家新茶饮上半年业绩分化明显，告别门店高速扩张后增量在哪

古茗更新8月股份变动月报表，注销回购39,288,400股

下沉之王古茗，越来越像瑞幸

古茗(01364.HK)调整新店加盟费及设备分期等方案

阿斯达克财经

古茗更新加盟政策，加盟费由9.88万改为每年1.5万

大行评级丨里昂：上调古茗目标价至32港元，维持“跑赢大市”评级

《大行》里昂升古茗(01364.HK)目标价至32元维持“跑赢大市”评级

阿斯达克财经

异动解读｜古茗盘中下跌3.18%，中报开店降速及增收不增利引发持续分歧

《大行》大和削蜜雪(02097.HK)目标价近36%至225元行业股更偏好古茗(01364.HK)

阿斯达克财经

国信证券：维持古茗(01364.HK)“优于大市”评级咖啡拉新效果显著

古茗公布2026年中期业绩：上半年实现营收74.7亿元同比增长31.9%

经济参考网

【券商聚焦】光大证券维持古茗（01364）买入评级指公司冷链供应链优势显著

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17:08","pubTimestamp":1788772098,"startTime":"0","endTime":"0","summary":"9月7日消息，记者获悉，古茗全国首家“鲜享店”将于9月19日在南京雨花万象天地开业，在此之前9月12日-14日开展快闪活动，活动期间限时上线全新“古拉朵”手工gelato系列，共推出三款现制软质意式冰淇淋产品。这是古茗首次以快闪店的形式推出gelato品类。近年来，多家新茶饮品牌集中切入意式冰淇淋赛道。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866740676.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609073866740676.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1171460220.USD","BK1616","LU2488822045.USD","01364","LU0211977185.USD","BK1233","LU2279858448.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664638156","title":"【券商聚焦】国盛证券维持古茗（01364）买入评级 指公司盈利能力增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2664638156","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664638156?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 13:51","pubTimestamp":1788501089,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国盛证券发布研报指，古茗 发布2026年上半年业绩，公司实现收入74.7亿元人民币，同比增长31.9%；经调整利润15.68亿元人民币，同比增长44.4%；经调整核心利润17.3亿元人民币，同比增长53.3%。盈利能力进一步增强。2026年上半年公司毛利率为33.40%，同比提升1.90个百分点。2026年上半年门店总GMV 197亿元人民币，同比增长40.1%；单店日均GMV 7800元，同比增长3.4%；单店日均售出杯数440杯，同比增长0.2%。对应PE15.9/13.6/11.8倍，维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990732","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364","PSET","002670","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664802334","title":"今日数据精选：世界已进入极端天气“危险区”； 大厂追讨.ai域名","url":"https://stock-news.laohu8.com/highlight/detail?id=2664802334","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664802334?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 06:04","pubTimestamp":1788473047,"startTime":"0","endTime":"0","summary":"【宏观经济及政策】“世界已进入极端天气‘危险区’！”世界气象组织发布警告世界气象组织9月3日发布公报，厄尔尼诺事件已确认出现，预计将在数月内增强为超强厄尔尼诺事件，对全球降雨和温度模式产生重大影响，相关极端天气风险将持续至2027年。公报说，受热带太平洋异常温暖的海洋条件推动，此次厄尔尼诺的强度可能在今年年底达到顶峰，且该事件持续至2027年2月的“可能性极高，接近100%”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043864473261.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609043864473261.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02589","BK1587","BK4526","LU0211977185.USD","01364","BK1616","LU0348766576.USD","LU2488822045.USD","LU1171460220.USD","CHA","BK1233","LU0348767384.USD","BK4539","02097","BK4209","02150","BK4610","LU2279858448.HKD","02555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664871338","title":"六家新茶饮上半年业绩分化明显，告别门店高速扩张后增量在哪","url":"https://stock-news.laohu8.com/highlight/detail?id=2664871338","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664871338?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 19:39","pubTimestamp":1788435540,"startTime":"0","endTime":"0","summary":"新茶饮品牌存量竞争时代到来。近日，蜜雪集团（2097.HK）、古茗（1364.HK）、茶百道（2555.HK）、沪上阿姨（2589.HK）、奈雪的茶（2150.HK）以及霸王茶姬（NASDAQ:CHA）陆续披露了2026年上半年业绩。据记者梳理，今年上半年，六家新茶饮上市公司合计实现营收超过367亿元，同比增长约9%；合计净利超过53亿元，同比下滑超2.7%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864238612.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033864238612.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CHA","BK1587","LU0211977185.USD","BK1616","LU0348767384.USD","LU2279858448.HKD","02589","BK4539","02555","01364","BK1233","LU2488822045.USD","02150","02097","BK4209","LU0348766576.USD","BK4526","LU1171460220.USD","BK4610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106243834","title":"古茗更新8月股份变动月报表，注销回购39,288,400股","url":"https://stock-news.laohu8.com/highlight/detail?id=1106243834","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106243834?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 19:26","pubTimestamp":1788434790,"startTime":"0","endTime":"0","summary":"古茗控股有限公司于2026年9月3日披露的截至2026年8月31日止股份变动月报表显示，公司本月完成回购并注销部分股份，已发行股份由上月底的2,378,185,860股降至2,338,897,460股，减少39,288,400股。法定及注册股本则保持不变，目前注册股本为5,000,000,000股，面值每股0.00001美元，总额维持50,000美元。公告披露，古茗在2026年6月24日、7月9日及7月10日共回购了39,288,400股普通股股份，回购价格为每股20.33港元，并于2026年8月26日完成注销。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664820191","title":"下沉之王古茗，越来越像瑞幸","url":"https://stock-news.laohu8.com/highlight/detail?id=2664820191","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664820191?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 16:40","pubTimestamp":1788424847,"startTime":"0","endTime":"0","summary":"在古茗的另一侧，是来自安徽的奶茶品牌卡旺卡，双方的“贴脸对打”在社交媒体上被称为新一轮的“奶茶大战”。品质性价比叠加全场景需求，也让今天的古茗，变得越来越像瑞幸。一位茶饮超级加盟商告诉我们，他认为，古茗咖啡将会是瑞幸最大的对手。数字之外，回到古茗咖啡的打法，你会发现，恰好在摸着瑞幸过河。南京首家古茗门口，我们看到了咖啡业务全球代言人时代少年团的立牌，周围不时有年轻人前来合影。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788278284636868907","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1171460220.USD","LU0211977185.USD","LU2488822045.USD","BK4610","BK4209","LU2279858448.HKD","01364","LKNCY","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664892803","title":"古茗(01364.HK)调整新店加盟费及设备分期等方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2664892803","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664892803?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 15:51","pubTimestamp":1788335460,"startTime":"0","endTime":"0","summary":"内地消息指，古茗(01364.HK) 调整更新加盟政策，对新店加盟费收取方式、设备分期方案、闭店风险补偿机制以及二手设备利旧管理作出调整。针对9月1日后签约的新店，古茗将加盟费由原先前期集中收取每家店9.88万元人民币，调整为按年收取，每家店每年1.5万元人民币。咖啡机及首批设备款项的分期付款规则也同步更新，调整为首付65%，剩余35%款项自首付款支付完成次月起，分24期按月等额无息付清。(su/j)(港股报价延迟最少十五分钟。沽空资料截至 2026-09-02 12:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250204115231089_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250204115231089_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542623/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542623/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1171460220.USD","LU0211977185.USD","LU2488822045.USD","LU2279858448.HKD","01364","BK1616","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664894381","title":"古茗更新加盟政策，加盟费由9.88万改为每年1.5万","url":"https://stock-news.laohu8.com/highlight/detail?id=2664894381","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664894381?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 15:20","pubTimestamp":1788333600,"startTime":"0","endTime":"0","summary":"9月2日，有消息称，古茗调整更新加盟政策，对新店加盟费收取方式、设备分期方案、闭店风险补偿机制以及二手设备利旧管理作出调整。新浪财经在古茗加盟小程序查询发现，古茗加盟政策确已调整。针对9月1日之后签约的新店，古茗将加盟费由原先前期集中收取每家店9.88万元，调整为按年收取，每家店每年1.5万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-09-02/doc-iniqmmyy7722455.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1233","BK1616","LU2488822045.USD","LU2279858448.HKD","LU1171460220.USD","01364","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664029893","title":"大行评级丨里昂：上调古茗目标价至32港元，维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2664029893","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664029893?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 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11:36","pubTimestamp":1788320160,"startTime":"0","endTime":"0","summary":"里昂发表报告指，古茗(01364.HK) 2026年上半年收入按年上升31.9%，经调整净利润增长44.4%。尽管开店速度放缓，单店日均GMV仍上升3.4%，主要受咖啡及早餐业务带动，抵销了外卖补贴退潮的影响。该行看好咖啡、烘焙及HPP产品带来进一步上升空间，而加盟商经济效益改善亦有望支持2027年加快开店。将2026-2028年经调整净利润预测上调3%，并将目标价由26元上调至32元。维持“跑赢大市”评级。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2026-09-01 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250204115231839_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250204115231839_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542582/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542582/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134563925","title":"异动解读｜古茗盘中下跌3.18%，中报开店降速及增收不增利引发持续分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134563925","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134563925?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 10:10","pubTimestamp":1788315012,"startTime":"0","endTime":"0","summary":"9月2日，古茗盘中下跌3.18%，报24.98港元，成交额2700.4万港元。消息面上，公司于8月26日发布中期业绩，上半年营收74.7亿元同比增长31.9%，经调整利润15.68亿元同比增长44.4%，但IFRS归母净利润15.71亿元同比下降3.4%。尽管多家券商维持买入评级，但账面利润下滑及扩张降速的分歧仍在消化中。古茗控股有限公司是一家主要从事现制饮品生产和销售的投资控股公司，通过加盟模式运营\"古茗\"品牌，主要销售果茶、奶茶及咖啡饮品，业务集中于国内市场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"古茗增收不增利，扩张降速引分歧","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663780730","title":"《大行》大和削蜜雪(02097.HK)目标价近36%至225元  行业股更偏好古茗(01364.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2663780730","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663780730?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 15:47","pubTimestamp":1788162420,"startTime":"0","endTime":"0","summary":"大和发表研究报告指，蜜雪集团上半年同店销售按年跌逾10%，纯利按年下降15%。由于补贴缩减及竞争加剧，公司的同店销售额增长前景更加不明朗。该行指出，就规模与效率而言，蜜雪在大众市场的领先地位仍然稳固，但仍需等待其同店销售增长与利润率于明年稳定下来，将其目标价由350元削减35.7%至225元，续予“持有”评级。在行业股中，该行仍然偏好古茗多于蜜雪。沽空资料截至 2026-08-31 12:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303140014404_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303140014404_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542150/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542150/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01364","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663029558","title":"国信证券：维持古茗(01364.HK)“优于大市”评级 咖啡拉新效果显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2663029558","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663029558?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 10:22","pubTimestamp":1788142973,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1233","BK1616","LU2488822045.USD","01364","LU0211977185.USD","LU2279858448.HKD","LU1171460220.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662711057","title":"古茗公布2026年中期业绩：上半年实现营收74.7亿元 同比增长31.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662711057","media":"经济参考网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662711057?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 15:58","pubTimestamp":1787903926,"startTime":"0","endTime":"0","summary":"8月26日，古茗控股有限公司（01364.HK，以下简称“古茗”）发布2026年中期业绩报告，公司收入、利润均取得高质量增长。财报显示，2026年上半年，古茗实现总收入74.7亿元（人民币，下同），同比增长31.9%；经调整利润（非国际财务报告准则计量）为15.7亿元，同比增长44.4%。截至2026年6月30日，古茗门店数达14351家。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608283858116995.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608283858116995.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662059798","title":"【券商聚焦】光大证券维持古茗（01364）买入评级 指公司冷链供应链优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2662059798","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662059798?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 13:58","pubTimestamp":1787896720,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光大证券发布研报指，古茗 2026年上半年收入同比高增，经调整核心利润率大幅提升。单店表现稳健，GMV高增驱动收入。26H1总GMV197.47亿元，同比+40.1%；总出杯量11.10亿杯，同比+35.9%，杯单价17.79元，同比+3.1%。单店GMV141.75万元，同比+3.4%；单店日均GMV7,800元，同比+2.6%。供应链方面，公司经营24个仓库，约99%门店可实现两日一配，仓到店配送成本低于GMV总额的1%，冷链供应链能力为核心竞争优势。公司为平价现制茶饮龙头，具备冷链供应链优势，维持“买入”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989900","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601788","01364","KCE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":2,"totalSize":149,"code":"91000000","status":"200"}]}}