港股詳情

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古茗

22.400

+0.1200.54%

成交量：627.74萬

成交額：1.40億

市值：523.94億

市盈率：17.74

高：22.440

開：22.280

低：22.040

收：22.280

52周最高：30.923

52周最低：18.585

股本：23.39億

香港流通股本：23.39億

量比：0.75

換手率：0.27%

股息：0.53

股息率：2.34%

每股收益(LYR):1.262

淨資產收益率：48.23%

總資產收益率：17.10%

市淨率：7.12

市盈率(LYR):17.74

市銷率: 3.05

資料載入中...

總覽公司新聞資訊公告

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阿斯达克财经

新茶飲六巨頭「踩剎車」誰能跑贏下半場？

中国经营网

【券商聚焦】招銀國際：重點港股消費股的倉位結構趨於穩定

《大行》高盛：中國消費需求疲軟趨勢分化加劇偏好餐飲白電等板塊薦百勝中國、古茗等

阿斯达克财经

異動解讀｜古茗盤中下跌3.08%，餐飲板塊持續走弱疊加加盟新政及擴張放緩短期承壓

古茗(01364)出現大手賣出38.12萬股，成交價$23.34，涉資889.721萬

阿斯达克财经

古茗入酒局，啤酒是新茶飲的夜間解藥？

異動解讀｜古茗盤中下跌3.48%，餐飲板塊集體走弱疊加加盟新政短期承壓

茶飲半年報藏新趨勢：蜜雪拐點已至，古茗、霸王茶姬齊齊換擋

南方都市报

12家茶飲品牌扎堆賣冰淇淋：「拉朵」毛利最高能到60%，古茗、喜茶、霸王茶姬們坐不住了

古茗開始賣冰淇淋了，全國首店9月19日落子南京

【券商聚焦】國盛證券維持古茗（01364）買入評級指公司盈利能力增強

今日數據精選：世界已進入極端天氣「危險區」；大廠追討.ai域名

六家新茶飲上半年業績分化明顯，告別門店高速擴張後增量在哪

古茗更新8月股份變動月報表，註銷回購39,288,400股

下沉之王古茗，越來越像瑞幸

古茗(01364.HK)調整新店加盟費及設備分期等方案

阿斯达克财经

古茗更新加盟政策，加盟費由9.88萬改為每年1.5萬

大行評級丨里昂：上調古茗目標價至32港元，維持「跑贏大市」評級

《大行》里昂升古茗(01364.HK)目標價至32元維持「跑贏大市」評級

阿斯达克财经

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13:05","pubTimestamp":1789016700,"startTime":"0","endTime":"0","summary":"高盛发表中国消费脉搏调查报告指出，农历新年后消费趋势转弱，与往年模式相若，零售销售增长由2026年第一季的2.4%放缓至第二季的0.2%，7至8月需求仍然疲软。该行称，家具、投影机、非必需小型厨房电器、非超高端白酒、运动零售、服装鞋履OEM及宠物食品仍为最不偏好板块。上述所有股份均获“买入”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260121075753559_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260121075753559_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543803/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.1543803/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1132","08496","LU0594300419.USD","BK1616","LU0823426308.USD","IE0034224299.USD","LU0417516902.SGD","BK1233","LU1267930573.SGD","BK1588","01364","LU0029864427.USD","LU0823426480.USD","LU0310800379.SGD","LU1171460220.USD","LU0348825331.USD","LU0708994859.HKD","LU2279701549.SGD","LU0211977185.USD","LU0650527681.SGD","LU2279858448.HKD","LU0228659784.USD","LU0128525929.USD","LU2488822045.USD","09987"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179831237","title":"異動解讀｜古茗盤中下跌3.08%，餐飲板塊持續走弱疊加加盟新政及擴張放緩短期承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1179831237","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179831237?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 10:49","pubTimestamp":1789008592,"startTime":"0","endTime":"0","summary":"9月10日，古茗盘中下跌3.08%，报23.26港元，成交额5948.65万港元。消息面上，古茗近期将加盟费由一次性收取9.88万元调整为按年收取每年1.5万元，并提高闭店补贴力度。政策虽有利于降低加盟商前期资金压力、促进长期扩张，但短期加盟费收入节奏或受影响。","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":"古茗盘中下跌，加盟新政叠加扩张放缓承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666554800","title":"古茗(01364)出現大手賣出38.12萬股，成交價$23.34，涉資889.721萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2666554800","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666554800?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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12:11","pubTimestamp":1788927069,"startTime":"0","endTime":"0","summary":"近期，古茗在杭州湖滨银泰门店，低调上线现打鲜啤。古茗是较早在门店中引入咖啡的品牌，如今，咖啡机在门店的覆盖率已达94%。古茗此次试点鲜啤，选择了最轻的内嵌模式。古茗的核心客群以学生、年轻女性为主，而鲜啤对应的是夜间社交场景，男性用户居多，品类之间的用户体系很难完全打通，从而形成稳定复购。所以说，古茗的鲜啤试点，只是挖掘门店增长空间的一次探索，尚不足以启动新的增长飞轮。","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":"https://www.lanjinger.com/d/1788915251337297321","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":["BK1233","LU2279858448.HKD","LU0211977185.USD","LU1171460220.USD","LU2488822045.USD","01364","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125897435","title":"異動解讀｜古茗盤中下跌3.48%，餐飲板塊集體走弱疊加加盟新政短期承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1125897435","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125897435?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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18:31","pubTimestamp":1788863477,"startTime":"0","endTime":"0","summary":"新茶饮们均已交出2026年中期财报，多家茶饮已出现明显换挡之势。蜜雪冰城仍是新茶饮的老大哥，以超152亿元的营收领跑行业。然而，在六大茶饮上市公司中，它是核心业务净利润下滑幅度最大的企业。沪上阿姨的营收、净利润增速则首次在半年报中领跑。拆解财报可知，今年上半年，古茗整体表现较为稳健，但开店策略已从去年的“猛踩油门”转向“急踩刹车”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609083868171210.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/202609083868171210.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":["01364","BK4526","BK1233","LU0211977185.USD","LU0348767384.USD","LU0348766576.USD","LU1171460220.USD","LU2279858448.HKD","CHA","BK4209","LU2488822045.USD","BK1616","BK4610","BK4539"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665325186","title":"12家茶飲品牌扎堆賣冰淇淋：「拉朵」毛利最高能到60%，古茗、喜茶、霸王茶姬們坐不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2665325186","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665325186?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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指公司盈利能力增強","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_tw&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":"sg","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":["PSET","KCE","002670","01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664802334","title":"今日數據精選：世界已進入極端天氣「危險區」； 大廠追討.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_tw&edition=fundamental","pubTime":"2026-09-04 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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":"hk","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":["02150","LU0348767384.USD","LU1171460220.USD","BK1587","01364","CHA","LU0348766576.USD","BK4610","BK4209","LU2488822045.USD","02097","02555","BK4539","BK1616","02589","LU0211977185.USD","BK1233","LU2279858448.HKD","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106243834","title":"古茗更新8月股份變動月報表，註銷回購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_tw&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":"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":"","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，越來越像瑞幸","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_tw&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":"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":"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":["LKNCY","BK4610","BK4209","LU1171460220.USD","BK1616","LU2488822045.USD","LU0211977185.USD","LU2279858448.HKD","01364","BK1233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664892803","title":"古茗(01364.HK)調整新店加盟費及設備分期等方案","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_tw&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":["LU2488822045.USD","01364","LU1171460220.USD","BK1233","LU2279858448.HKD","LU0211977185.USD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664894381","title":"古茗更新加盟政策，加盟費由9.88萬改為每年1.5萬","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_tw&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":"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":"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":["BK1616","LU1171460220.USD","LU2488822045.USD","01364","LU2279858448.HKD","BK1233","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664029893","title":"大行評級丨里昂：上調古茗目標價至32港元，維持「跑贏大市」評級","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_tw&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}],"pageSize":20,"totalPage":9,"pageCount":1,"totalSize":162,"code":"91000000","status":"200"}]}}