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

东吴证券：寻找具备规模及盈利愿景的连锁龙头企业

异动解读｜古茗盘中下跌3.21%，报21.7港元

异动解读｜古茗盘中上涨3.07%，券商研报提示茶饮龙头左侧布局机会

中国银河证券：外卖退坡效应渐显关注茶饮左侧布局机会

异动解读｜古茗盘中下跌3.01%，同店销售承压叠加南向资金持续减持延续跌势

《大行》里昂升霸王茶姬(CHA.US)目标价至11美元行业首选瑞幸咖啡(LKNCY.US)及古茗(01364.HK)

阿斯达克财经

异动解读｜古茗盘中下跌3.26%，同店销售承压及餐饮板块持续走弱延续跌势

古茗 - 自2026年6月3日起变更对公众持股量要求的依赖至替代门槛

古茗5月无新增发行或股份变动

异动解读｜古茗盘中下跌3.42%，餐饮板块集体走弱叠加同店销售承压延续

茶饮股全线受挫蜜雪集团(02097)跌5.68%、沪上阿姨(02589)跌4.05%

异动解读｜古茗盘中下跌3.14%，受门店扩张放缓及同店销售承压拖累

茶饮股普涨奈雪的茶(02150)领涨6.06% 机构指头部公司有望通过产品创新、IP营销等方式持续获客

异动解读 | 古茗盘中大涨5%，咖啡战略升级及管理层增持提振市场信心

异动解读｜古茗盘中上涨3.16%，咖啡战略升级及管理层连续增持持续提振信心

异动解读｜古茗盘中上涨3.15%，咖啡战略加速及管理层连续增持提振信心

异动解读｜古茗盘中下跌3.84%，开店速度不及预期叠加同店压力持续承压

《大行》海通国际升古茗(01364.HK)目标价至31.7元维持“优于大市”评级

阿斯达克财经

《大行》大和降古茗(01364.HK)目标价至32元开店更审慎

阿斯达克财经

异动解读｜古茗盘中下跌3.02%，南向资金持续减持叠加板块承压

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14:08","pubTimestamp":1781071729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国银河证券发布研报称，基于股价先行反映退补预期，认为当前龙头公司股价已在左侧筑底过程中，蜜雪、古茗FY26PE均回调至15X附近，建议关注龙头公司基本面拐点/催化。参考美团、阿里财报及业绩会，4-5月外卖平台补贴进一步放缓已是确定性趋势，该行预计5月开始，行业同店流水至少将普遍转负至9月。参考美团洞察数据，该行预计茶饮行业GMV规模在2400-2500亿之间，而现制咖啡/酸奶/冰淇淋GMV在1900亿/100亿/100亿左右。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1452449.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_zhitongcaijing","symbols":["BK1564","02097","BK1587","LU0211977185.USD","BK0188","161027","BK1616","BK0276","LU2488822045.USD","01364","06881","601881","BK1233","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190934045","title":"异动解读｜古茗盘中下跌3.01%，同店销售承压叠加南向资金持续减持延续跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=1190934045","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190934045?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 11:21","pubTimestamp":1780975319,"startTime":"0","endTime":"0","summary":"6月9日，古茗盘中下跌3.01%，报22.58港元/股，成交额1521.29万港元。公司股价延续近期弱势，主要受同店销售承压及资金面偏空双重拖累。消息面上，高盛此前报告预测古茗同店销售额可能下降6%，叠加南向资金近20个交易日累计净减持超634万股，资金面持续承压。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，主要通过加盟模式运营\"古茗\"品牌，销售果茶、奶茶、咖啡等现制饮品。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641191962","title":"《大行》里昂升霸王茶姬(CHA.US)目标价至11美元  行业首选瑞幸咖啡(LKNCY.US)及古茗(01364.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2641191962","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2641191962?lang=zh_cn&edition=fundamental","pubTime":"2026-06-05 11:00","pubTimestamp":1780628400,"startTime":"0","endTime":"0","summary":"里昂发表研究报告指，古茗及霸王茶姬正跟随蜜雪冰城的步伐贩卖冰淇淋，这有助于缓解同店销售增长压力，同时可促进店内消费。行业首选股为瑞幸咖啡及古茗，均予“跑赢大市”评级，目标价分别为42美元及29元。另外，该行表示，由于霸王茶姬开设自营门市的速度加快，调升公司2026至28年净利润预测8至17%，又将其目标价由10美元上调至11美元，续予“持有”评级。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240410094724992_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240410094724992_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1527706/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.1527706/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":"1105760539","title":"异动解读｜古茗盘中下跌3.26%，同店销售承压及餐饮板块持续走弱延续跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=1105760539","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105760539?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 14:44","pubTimestamp":1780555449,"startTime":"0","endTime":"0","summary":"6月4日，古茗盘中下跌3.26%，报22.58港元/股，成交额3770.66万港元。公司股价延续近日跌势，主要受同店销售承压及行业整体走弱双重拖累。消息面上，高盛此前报告预测古茗同店销售额可能下降6%，叠加南向资金近20个交易日累计净减持超634万股，资金面偏空。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，主要通过加盟模式运营\"古茗\"品牌，销售果茶、奶茶、咖啡等现制饮品。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138973495","title":"古茗 - 自2026年6月3日起变更对公众持股量要求的依赖至替代门槛","url":"https://stock-news.laohu8.com/highlight/detail?id=1138973495","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138973495?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 20:37","pubTimestamp":1780490234,"startTime":"0","endTime":"0","summary":"古茗宣布，自2026年6月3日起，公司将调整其对公众持股量要求的合规策略，转而依赖一项替代性门槛标准。此举旨在更灵活地适应监管环境，并优化公司的股权结构管理。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0211977185.USD","LU2488822045.USD","01364","BK1233","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181515686","title":"古茗5月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1181515686","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181515686?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 19:05","pubTimestamp":1780484754,"startTime":"0","endTime":"0","summary":"古茗控股有限公司于2026年6月3日发布截至2026年5月31日的股份变动月报表。报告显示，公司法定股本维持在5,000,000,000股普通股，注册股本总额为50,000美元，本月无增减。已发行股份数量继续维持2,378,185,860股，未设库藏股，较上月无变动。公司确认当月无新增发行、购回或注销活动，公开持股量符合香港联交所相关要求。公司表示，截至本月末无任何股份发行及回购等变动，股本结构保持稳定，并确认已遵守香港联交所《上市规则》及相关法规。","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":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144978444","title":"异动解读｜古茗盘中下跌3.42%，餐饮板块集体走弱叠加同店销售承压延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1144978444","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144978444?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 11:24","pubTimestamp":1780457042,"startTime":"0","endTime":"0","summary":"6月3日，古茗盘中下跌3.42%，报23.16港元/股，成交额2762.5万港元。此外，餐饮板块今日集体走弱，美团-W跌6.32%、蜜雪集团跌6.11%、百胜中国跌2.91%、海底捞跌2.31%，行业情绪低迷进一步拖累股价表现。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，主要通过加盟模式运营\"古茗\"品牌，销售果茶、奶茶、咖啡等现制饮品。","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":"2640200979","title":"茶饮股全线受挫 蜜雪集团(02097)跌5.68%、沪上阿姨(02589)跌4.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640200979","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640200979?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 10:42","pubTimestamp":1780454567,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股全线受挫，截至发稿，蜜雪集团(02097)跌5.68%，沪上阿姨(02589)跌4.05%，奈雪的茶(02150)跌3.95%，古茗(01364)跌2.67%，茶百道(02555)跌1.68%。消息面上，国金证券此前研究指出，茶饮行业在2026年会迎来“回归堂食体验，转向理性健康”的结构性变化。随着外卖红利退坡及逐渐增强的咖啡混战，消费者逐渐开始追求控糖养生与“顺便一杯或坐一下”的松弛体验。品牌唯有保持定力、拒绝外卖盲目内卷，将预算从低效的外卖补贴转投入到堂食的场景打造中，通过高价值单品、心智触达等方式重塑单店模型，才可以让企业端持续稳健发展。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982904","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":["02150","02589","BK1587","BK1233","02555","01364","BK1616","LU2488822045.USD","LU0211977185.USD","02097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101443332","title":"异动解读｜古茗盘中下跌3.14%，受门店扩张放缓及同店销售承压拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1101443332","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101443332?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 09:51","pubTimestamp":1780365098,"startTime":"0","endTime":"0","summary":"6月2日，古茗（01364.HK）盘中下跌3.14%，报23.36港元/股，成交额1642.43万港元。消息面上，公司近期持续受到门店扩张放缓及同店销售下滑预期的压制。高盛此前报告预测其同店销售额可能下降6%，叠加南向资金近20个交易日累计净减持超634万股，资金面偏空。此外，公司近日以高代价拿下杭州总部地块，五年累计百亿营收的对赌目标亦引发市场对增长可持续性的担忧。尽管公司积极布局咖啡及早餐业务以拓展营业时段，但短期内对同店效能的提振效果尚待验证，股价延续弱势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640498272","title":"茶饮股普涨 奈雪的茶(02150)领涨6.06% 机构指头部公司有望通过产品创新、IP营销等方式持续获客","url":"https://stock-news.laohu8.com/highlight/detail?id=2640498272","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640498272?lang=zh_cn&edition=fundamental","pubTime":"2026-06-01 10:24","pubTimestamp":1780280692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股茶饮股普涨，截至发稿，奈雪的茶  涨6.06%，蜜雪集团  涨5.38%，古茗 涨4.56%，茶百道  涨 2.29%。其中茶饮公司业绩相对亮眼，蜜雪、古茗、沪上阿姨归母净利润均同比高增。随着餐饮行业复苏，头部公司有望持续通过产品创新、IP营销等方式优化顾客用餐体验，从而持续获客，看好头部公司市场份额获取能力。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982617","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":["LU0211977185.USD","LU1487256676.USD","02150","01364","IP","BK4588","BK4136","02555","LU2488822045.USD","BK4585","LU1481600234.SGD","IE00B3T34201.USD","LU1169589451.USD","BK1233","02097","BK1616","LU1481599808.USD","LU1169590202.USD","LU2463526074.USD","BK1587"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125523178","title":"异动解读 | 古茗盘中大涨5%，咖啡战略升级及管理层增持提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1125523178","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125523178?lang=zh_cn&edition=fundamental","pubTime":"2026-06-01 10:09","pubTimestamp":1780279753,"startTime":"0","endTime":"0","summary":"古茗今日盘中股价大幅上扬，涨幅达到5%，引起了投资者的广泛关注。消息面上，古茗近期在伙伴大会上明确了咖啡战略升级，计划将咖啡营收占比提升至20%-25%，并设定了单店日均咖啡杯量的年底目标。古茗控股有限公司主要通过加盟模式运营“古茗”品牌，销售果茶、奶茶、咖啡等现制饮品，此次战略调整和资金动向显著增强了市场对其业务拓展和盈利能力的预期。","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159688884","title":"异动解读｜古茗盘中上涨3.16%，咖啡战略升级及管理层连续增持持续提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1159688884","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159688884?lang=zh_cn&edition=fundamental","pubTime":"2026-06-01 10:03","pubTimestamp":1780279422,"startTime":"0","endTime":"0","summary":"6月1日，古茗盘中上涨3.16%，报23.82港元/股，成交额3795.07万港元。此前Q2股价累计回调约18%，近期多重利好持续发酵推动反弹。消息面上，古茗近期在伙伴大会上明确咖啡战略升级，将咖啡营收占比目标提升至20%-25%，单店日均咖啡杯量年底目标120杯，并计划8月在全国1.3万余家门店推广烤箱拓展早餐场景。此外，创始人王云安及多位董事5月12日至21日累计增持逾300万股，释放管理层信心。同业中，蜜雪集团同日涨5.31%，现制饮品板块整体回暖。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100848435","title":"异动解读｜古茗盘中上涨3.15%，咖啡战略加速及管理层连续增持提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1100848435","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100848435?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 11:02","pubTimestamp":1779937329,"startTime":"0","endTime":"0","summary":"5月28日，古茗盘中上涨3.15%，报22.9港元/股，成交额5019.66万港元。此前股价已连续回调，Q2累跌约18%，本次反弹或受多重利好共振驱动。消息面上，古茗在伙伴大会上明确咖啡战略升级，将咖啡营收占比目标提升至20%-25%，单店日均咖啡杯量目标年底达120杯，同时计划8月在全国1.3万余家门店推广烤箱拓展早餐场景。此外，创始人王云安及多位董事近期连续增持，5月12日至21日累计增持逾300万股，释放管理层信心。","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":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103110497","title":"异动解读｜古茗盘中下跌3.84%，开店速度不及预期叠加同店压力持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1103110497","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103110497?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 10:04","pubTimestamp":1779761050,"startTime":"0","endTime":"0","summary":"5月26日，古茗盘中下跌3.84%，报21.64港元/股，成交额1993.28万港元。消息面上，大和近日下调古茗目标价由36港元至32港元，指出公司今年前四个月仅新开590家门店，明显慢于市场预期的全年净增3345家；同时补贴战高基期下同店销售增长放缓忧虑加剧，该行下调盈利预测4%至5%。海通国际亦指出4至5月因外卖退坡等原因同店增速环比放缓，5至8月为关键承压期。此外，南向资金近20个交易日累计净减持889.64万股，资金面持续流出。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637388032","title":"《大行》海通国际升古茗(01364.HK)目标价至31.7元  维持“优于大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2637388032","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637388032?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 15:43","pubTimestamp":1779349380,"startTime":"0","endTime":"0","summary":"海通国际发表报告指，古茗近期举办了2026伙伴大会，认为公司短期高基数压力正逐步显现，但中长期增长思路明确，路径清晰，拓展空间仍大。外卖退坡快于此前预期，现外卖比例约50%至55%。该行认为六代店的布局迎合消费者习惯改变以及公司未来业务布局。维持公司2026年20倍PE估值，对应合理目标市值736亿港元，目标价由30.8港元升至31.7港元，维持“优于大市”评级。沽空资料截至 2026-05-21 12:25。","market":"hk","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.1525638/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.1525638/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":"2637885783","title":"《大行》大和降古茗(01364.HK)目标价至32元  开店更审慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2637885783","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637885783?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 15:38","pubTimestamp":1779349080,"startTime":"0","endTime":"0","summary":"大和发表报告指，古茗(01364.HK) 股价在第二季至今累跌约18%，主要受两大因素影响，一是补贴战高基期下同店销售增长放缓的忧虑，二是新店开业速度低于预期。根据“窄门餐眼”数据，古茗今年首四个月新开590家门店，开店速度较市场预估的2026年净增3,345家明显偏慢。该行下调2026至28年每股盈利预测4%至5%，并将目标价由36元下调至32元，重申“买入”评级。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-21 12:25。)AASTOCKS新闻","market":"other","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.1525634/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.1525634/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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130549356","title":"异动解读｜古茗盘中下跌3.02%，南向资金持续减持叠加板块承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1130549356","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130549356?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 14:48","pubTimestamp":1779346084,"startTime":"0","endTime":"0","summary":"5月21日，古茗盘中下跌3.02%，报21.82港元/股，成交额7270.58万港元。消息面上，南向资金近期持续减持古茗，近5个交易日中有4天遭减持，累计净减持438.82万股；近20个交易日累计净减持889.64万股，目前南向资金持有古茗1.31亿股，占公司已发行普通股的5.51%。持续的资金流出对股价形成压制。板块方面，餐馆行业整体承压，个股中，美团-W跌0.12%，海底捞跌2.49%，百胜中国跌0.85%，蜜雪集团跌0.54%，达势股份跌1.56%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":7,"totalSize":149,"code":"91000000","status":"200"}]}}