港股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

古茗

24.700

+0.6002.49%

成交量：513.40万

成交额：1.29亿

市值：587.37亿

市盈率：34.94

高：26.300

开：24.300

低：24.000

收：24.100

数据加载中...

总览公司新闻公告

中金公司：首予古茗“跑赢大市”评级目标价22.50港元

中金公司：首予古茗(01364)“跑赢大市”评级目标价22.50港元

中金公司给予古茗跑赢大盘评级目标价22.50港元

中金公司：给予古茗跑赢大盘的初始评级，目标价22.50港元。

解构新茶饮行业“不可能三角”：蜜雪集团等企业短期竞逐与长期主义的逻辑悖论

古茗：大众现制饮品龙头行稳致远

古茗深度：大众现制茶饮第一最大规模冷链赋能

申万宏源研究

港股概念追踪|启动内需消费或成稳定中国经济的必然选择食物饮品板块受关注（附概念股）

港股异动 | 茶饮股全线走高，茶百道涨近9%，蜜雪涨超7%，古茗涨近6%

老虎资讯综合

浙商证券：头部餐饮品牌加速扩张客单价企稳回升趋势已逐步显现

中金：需求尚待拐点/客单企稳餐饮品牌分化调整延续

新茶饮三强盈利大比拼：蜜雪暴赚、古茗小跑、茶百道失速

【财经分析】“新茶饮”分化加剧：蜜雪冰城霸王茶姬古茗领跑奈雪的茶陷入巨亏

新茶饮三强盈利大比拼：蜜雪暴赚、古茗小跑、茶百道失速

蜜雪、古茗、茶百道、霸王茶姬、奈雪的茶，5家茶饮业绩比较

【大行评级｜瑞银：上调古茗目标价至19.28港元重申“买入”评级】瑞银发表研究报告，预测古茗通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%。该行将对其目标价从18.77港元上调至19.28港元，对应今明两年预测市盈率分别为19倍及16倍，重申“买入”评级。

社会服务行业4月投资前瞻：蜜雪、古茗财报符合预期关注餐饮板块拐点机会

中国银河证券股...

瑞银：升古茗(01364)目标价至19.28港元重申“买入”评级

德勤：首季香港IPO融资额飙近3倍达182亿港元排名全球第四

《大行》瑞银升古茗(01364.HK)目标价至19.28元重申“买入”评级

阿斯达克财经

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/01364/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"01364","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"01364\",,,,,undefined,":{"symbol":"01364","market":"HK","secType":"STK","nameCN":"古茗","latestPrice":24.7,"timestamp":1745914085953,"preClose":24.1,"halted":0,"volume":5134000,"delay":0,"floatShares":2378000000,"shares":2378000000,"eps":0.707003,"marketStatus":"已收盘","change":0.6,"latestTime":"04-29 16:08:05","open":24.3,"high":26.3,"low":24,"amount":128917651,"amplitude":0.095436,"askPrice":24.75,"askSize":11600,"bidPrice":24.7,"bidSize":29200,"shortable":0,"etf":0,"ttmEps":0.707003,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1745976600000},"marketStatusCode":5,"adr":0,"listingDate":1739289600000,"exchange":"SEHK","adjPreClose":24.1,"openAndCloseTimeList":[[1745890200000,1745899200000],[1745902800000,1745913600000]],"volumeRatio":1.133064,"lotSize":400,"spreadScale":0,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"01364\",,,,,undefined,":{"symbol":"01364","floatShares":2378000000,"roa":"18.18%","roe":"109.49%","lyrEps":0.707003,"volumeRatio":1.133064,"shares":2378000000,"dividePrice":0,"high":26.3,"amplitude":0.095436,"preClose":24.1,"low":24,"week52Low":8.22,"pbRate":"26.60","psRate":"6.25","week52High":26.3,"institutionHeld":0,"latestPrice":24.7,"committee":0.431373,"eps":0.707003,"divideRate":0,"volume":5134000,"delay":0,"ttmEps":0.707003,"open":24.3,"prevYearClose":9.94,"prevWeekClose":21.6,"prevMonthClose":16.58,"prevQuarterClose":16.58,"fiveDayClose":20.15,"twentyDayClose":17.06,"sixtyDayClose":9.94},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"01364\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2526801496","title":"中金公司：首予古茗“跑赢大市”评级 目标价22.50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526801496","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526801496?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 11:46","pubTimestamp":1744170360,"startTime":"0","endTime":"0","summary":"　　中金发布研报称，首次覆盖古茗给予跑赢行业评级，目标价22.50港元，基于P/E相对估值法，对应26.5/22倍25/26年市盈率和40%上行空间，公司是国内大众价位段现制茶饮龙头企业之一。该行预计公司2025~2026年EPS分别为0.80元、0.95元，CAGR为21.2%。当前公司交易在19/16倍25/26年市盈率，预计公司独特的区域加密及强供应链能力下未来持续展店将带来高业绩成长。当前大众现制茶饮占据市场主流，2023年GMV占比51.3%，未来有望持续提升。　　2024年合计占GMV的83%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-04-09/doc-inesptzy6834501.shtml","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":"sina","symbols":["01364"],"gpt_icon":0},{"id":"2526680833","title":"中金公司：首予古茗(01364)“跑赢大市”评级 目标价22.50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526680833","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526680833?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 10:28","pubTimestamp":1744165696,"startTime":"0","endTime":"0","summary":"当前大众现制茶饮占据市场主流，2023年GMV占比51.3%，未来有望持续提升。行业按GMV计CR5自2020年38.5%提升至2023年的46.8%，该行判断未来龙头企业有望持续整合市场。公司采取独特的区域加密战略来扩大门店网络，目前公司已经在八个省份建立超过关键规模的门店网络， 2024年合计占GMV的83%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1275867.html","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":"stock_zhitongcaijing","symbols":["01364"],"gpt_icon":0},{"id":"2526872730","title":"中金公司给予古茗跑赢大盘评级 目标价22.50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526872730","media":"观点网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526872730?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 09:12","pubTimestamp":1744161120,"startTime":"0","endTime":"0","summary":"观点网讯：4月9日，中金公司发布研报，给予古茗跑赢大盘的初始评级，目标价22.50港元。这一评级反映了中金公司对古茗未来发展前景的积极预期。古茗作为新茶饮市场的重要参与者，近年来展现出强劲的发展势头。中金公司此次给予古茗跑赢大盘的评级，体现了对其未来增长潜力的认可。目标价22.50港元的设定，是基于对古茗财务状况、市场竞争力以及未来增长潜力等多方面因素的综合考量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040909302994d02525&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040909302994d02525&s=b","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":"tencent","symbols":["01364"],"gpt_icon":0},{"id":"2526873126","title":"中金公司：给予古茗跑赢大盘的初始评级，目标价22.50港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2526873126","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526873126?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 08:38","pubTimestamp":1744159124,"startTime":"0","endTime":"0","summary":"中金公司：给予古茗跑赢大盘的初始评级，目标价22.50港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/09083849407832.shtml","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":"jinrongjie_stock","symbols":["01364"],"gpt_icon":0},{"id":"2526821778","title":"解构新茶饮行业“不可能三角”：蜜雪集团等企业短期竞逐与长期主义的逻辑悖论","url":"https://stock-news.laohu8.com/highlight/detail?id=2526821778","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526821778?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 06:45","pubTimestamp":1744152300,"startTime":"0","endTime":"0","summary":"继奈雪的茶2021年12月登陆港交所后，新茶饮行业近期密集推进上市步伐：蜜雪集团、古茗、茶百道于2025年年初陆续登陆港交所，霸王茶姬、沪上阿姨正分别推进美股和港股上市进程。业内人士表示，在新茶饮赛道出现这种差异的背后，存在一个根本性的商业悖论——霸王茶姬、蜜雪集团和奈雪的茶等企业似乎很难同时实现规模扩张、成本控制和品牌调性这三重目标。这个“不可能三角”正成为制约新茶饮行业发展的死结。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409064719a6b4a543&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409064719a6b4a543&s=b","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":"tencent","symbols":["01364","02150","02555","02097","BK1233","BK1616"],"gpt_icon":1},{"id":"2526913827","title":"古茗：大众现制饮品龙头 行稳致远","url":"https://stock-news.laohu8.com/highlight/detail?id=2526913827","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526913827?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 00:00","pubTimestamp":1744128000,"startTime":"0","endTime":"0","summary":"投资亮点首次覆盖古茗给予跑赢行业评级，目标价22.50 港元，基于P/E相对估值法，对应2025/26 年估值倍数26/22 倍市盈率，公司是国内大众价位段现制茶饮龙头企业之一。当前大众现制茶饮占据市场主流，2023 年GMV 占比51.3%，未来有望持续提升。行业按GMV 计CR5 自2020 年38.5%提升至2023 年的46.8%，我们判断未来龙头企业有望持续整合市场。公司采取独特的区域加密战略来扩大门店网络，目前公司已经在八个省份建立超过关键规模的门店网络，2024 年合计占GMV 的83%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409074123a6b4b2c6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409074123a6b4b2c6&s=b","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":"tencent","symbols":["01364","BK1233","BK1616"],"gpt_icon":0},{"id":"2526335610","title":"古茗深度：大众现制茶饮第一 最大规模冷链赋能","url":"https://stock-news.laohu8.com/highlight/detail?id=2526335610","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526335610?lang=zh_cn&edition=fundamental","pubTime":"2025-04-09 00:00","pubTimestamp":1744128000,"startTime":"0","endTime":"0","summary":"古茗成立于2010 年，按照2023 年的商品销售额及门店数量计算，是中国排名第一的大众现制茶饮店品牌，也是中国第二大现制茶饮店品牌。古茗拥有中国现制茶饮品牌中规模最大的冷链仓储及物流基础设施。在前十大现制茶饮店品牌中，古茗是唯一一家能够向低线城市门店提供两日一配的短保质期鲜果和鲜奶频繁配送服务的企业。2023 年，古茗的加盟商的单店经营利润达37.6 万元，单店经营利润率高达20.2%，显著高于同期大众现制茶饮店市场的单店经营利润率。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409161123a6b52b22&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250409161123a6b52b22&s=b","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":"tencent","symbols":["BK1233","01364","BK1616"],"gpt_icon":0},{"id":"2525588367","title":"港股概念追踪|启动内需消费或成稳定中国经济的必然选择    食物饮品板块受关注（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2525588367","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525588367?lang=zh_cn&edition=fundamental","pubTime":"2025-04-08 09:57","pubTimestamp":1744077428,"startTime":"0","endTime":"0","summary":"民生加银基金认为，农业、食品饮料等消费板块相对较好主要由于此次美国关税提升的范围和税率大幅超出市场预期，市场预期在外部不确定性加大的背景下，启动内需消费或成为稳定中国经济的必然选择。投资者将更加关注企业的实际业绩表现，这有助于稳定市场情绪，减少因贸易摩擦带来的短期波动。建议投资者关注业绩稳定、具有核心竞争力的企业，特别是在国内市场需求旺盛的板块中寻找机会。","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":"http://www.zhitongcaijing.com/content/detail/1275124.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":["02097","BK1237","09985","BK4614","01364","HSTECH","YANG","BK1233","BK1616"],"gpt_icon":1},{"id":"1121098868","title":"港股异动 | 茶饮股全线走高，茶百道涨近9%，蜜雪涨超7%，古茗涨近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121098868","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121098868?lang=zh_cn&edition=fundamental","pubTime":"2025-04-08 09:44","pubTimestamp":1744076689,"startTime":"0","endTime":"0","summary":"本周二（4月8日）港股早盘，茶饮股全线走高，$茶百道(02555)$涨近9%， $蜜雪集团(02097)$ 涨超7%， $古茗(01364)$ 涨近6%：","market":"hk","thumbnail":"https://static.tigerbbs.com/eef895897b152ccacd1c357738e633b5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/eef895897b152ccacd1c357738e633b5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1616","BK1233","02555","07226","BK4614","01364","YANG","HSCEI"],"gpt_icon":0},{"id":"2525608160","title":"浙商证券：头部餐饮品牌加速扩张 客单价企稳回升趋势已逐步显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2525608160","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525608160?lang=zh_cn&edition=fundamental","pubTime":"2025-04-07 15:47","pubTimestamp":1744012035,"startTime":"0","endTime":"0","summary":"25H1业绩展望：竞争逐步趋缓，头部品牌客单价已现企稳回升态势开店数角度，展店收缩已然开启，多数细分赛道呈现净关店态势。客单价角度，头部品牌企稳回升趋势已逐步显现肯德基24Q2至24Q4客单价呈现逐步抬升态势，海底捞23H2/24H1/24H2客单价同样呈现逐步抬升态势。浙商证券认为，这些品牌客单价的持续企稳回升得益于供给收缩后的竞争趋缓。","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":"http://www.zhitongcaijing.com/content/detail/1274583.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":["09987","LU0823426308.USD","BK1591","LU0348767384.USD","01364","LU0228659784.USD","BK1616","09658","LU2279701549.SGD","LU0417516902.SGD","SG9999004311.SGD","LU0594300419.USD","LU0348766576.USD","601878","BK1233","LU0348825331.USD","BK0276","BK1588","BK1589","LU0650527681.SGD","IE0009570106.USD","IE0034224299.USD","LU2488822045.USD","LU0823426480.USD","08496","BK1132","BK1583","02097","BK1604","01405","06862"],"gpt_icon":1},{"id":"2525297064","title":"中金：需求尚待拐点/客单企稳 餐饮品牌分化调整延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2525297064","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525297064?lang=zh_cn&edition=fundamental","pubTime":"2025-04-07 15:23","pubTimestamp":1744010589,"startTime":"0","endTime":"0","summary":"中金主要观点如下：消费需求尚待拐点，品牌延续分化趋势中金指出，25年多数品牌同店降幅收窄但尚未迎来拐点，头部品牌表现领先，且行业客单延续企稳趋势，多数品牌转变低价策略、更重视产品质量。预计24年表现承压的品牌将聚焦模型优化且谨慎开店海底捞计划25年通过特色产品和门店场景进行差异化竞争。海伦司、呷哺呷哺等计划持续优化采购和物流仓储成本。风险因素消费力修复弱于预期；竞争格局恶化；同店和利润率低于预期。","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":"http://www.zhitongcaijing.com/content/detail/1274563.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":["LU0823426480.USD","LU0228659784.USD","01364","09987","BK1233","LU0650527681.SGD","LU0823426308.USD","BK1604","LU0594300419.USD","LU2279701549.SGD","IE0034224299.USD","BK1588","SG9999004311.SGD","BK1587","LU2488822045.USD","BK1583","01405","IE0009570106.USD","09869","BK1589","BK1616","08496","LU0348767384.USD","02150","LU0348766576.USD","BK1591","LU0348825331.USD","BK1132","LU0417516902.SGD","06862"],"gpt_icon":0},{"id":"2525053060","title":"新茶饮三强盈利大比拼：蜜雪暴赚、古茗小跑、茶百道失速","url":"https://stock-news.laohu8.com/highlight/detail?id=2525053060","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525053060?lang=zh_cn&edition=fundamental","pubTime":"2025-04-07 10:57","pubTimestamp":1743994639,"startTime":"0","endTime":"0","summary":"新茶饮行业，加速驶入快车道。古茗、茶百道、蜜雪冰城在一年内相继上市，重新点燃资本市场对新茶饮的热情，蜜雪冰城上市首日股价涨超40%，更是打破了此前“开盘即破发”的魔咒。目前，新茶饮“三剑客”均已发布2024年财报，进一步揭开这三家公司的真实底色。古茗和茶百道门店数量差距不大，分别为9914家、8395家。只不过，蜜雪和古茗都保持着超过30%的利润增速，茶百道却遭遇58.3%的利润下滑。蜜雪冰城、古茗与茶百道都是典型的加盟模式。","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://www.lanjinger.com/d/254678","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":["01364","BK1233","BK1616","02555"],"gpt_icon":0},{"id":"2525742250","title":"【财经分析】“新茶饮”分化加剧：蜜雪冰城霸王茶姬古茗领跑 奈雪的茶陷入巨亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2525742250","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525742250?lang=zh_cn&edition=fundamental","pubTime":"2025-04-06 10:22","pubTimestamp":1743906139,"startTime":"0","endTime":"0","summary":"新华财经北京4月6日电（可达）近日，“新茶饮”企业奈雪的茶、茶百道、古茗、蜜雪冰城相继披露2024年业绩，霸王茶姬、沪上阿姨亦在上市文件中披露了近年的经营数据。蜜雪冰城是唯一营收突破200亿元“大关”的茶企，霸王茶姬则以124.06亿元紧随其后，古茗实现营收87.91亿元位列第三。","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://finance.eastmoney.com/a/202504063365589050.html","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":"stock_eastmoney","symbols":["BK1616","BK1587","CHA","BK1233","02150","02097","01364"],"gpt_icon":1},{"id":"2524924965","title":"新茶饮三强盈利大比拼：蜜雪暴赚、古茗小跑、茶百道失速","url":"https://stock-news.laohu8.com/highlight/detail?id=2524924965","media":"定焦One","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524924965?lang=zh_cn&edition=fundamental","pubTime":"2025-04-04 08:33","pubTimestamp":1743726780,"startTime":"0","endTime":"0","summary":"古茗和茶百道门店数量差距不大，分别为9914家、8395家。只不过，蜜雪和古茗都保持着超过30%的利润增速，茶百道却遭遇58.3%的利润下滑。蜜雪冰城、古茗与茶百道都是典型的加盟模式。相比之下，茶百道2024年收入同比下滑13.8%至49.18亿元，门店数量和收入体量均排名垫底。2024年，蜜雪冰城净利润同比增长39.8%达44.54亿元，比古茗和茶百道加起来都多。茶百道则因为业绩拖累，上市至今股价下滑46%。同期，茶百道的加盟商流失率分别为0.2%、1.1%、10.7%及16.6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250404083613972e0895&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250404083613972e0895&s=b","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":"tencent","symbols":["02555","01364","BK1233","BK1616"],"gpt_icon":0},{"id":"2524018534","title":"蜜雪、古茗、茶百道、霸王茶姬、奈雪的茶，5家茶饮业绩比较","url":"https://stock-news.laohu8.com/highlight/detail?id=2524018534","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524018534?lang=zh_cn&edition=fundamental","pubTime":"2025-04-03 13:33","pubTimestamp":1743658380,"startTime":"0","endTime":"0","summary":"　　近年，茶饮企业迎来一股上市热潮。　　截至2025年3月31日，蜜雪集团、古茗、茶百道、奈雪的茶，这4家已在香港上市，霸王茶姬已向SEC递交招股书、正在上市申请中。　　另外两家茶百道、奈雪的茶，上市以来累计则录得跌幅。其中蜜雪集团、霸王茶姬的净利润超过平均值。　　古茗、茶百道的员工成本分别为7亿元、4.32亿元，他们各自占收入比相若，分别为8.0%、8.8%。","market":"other","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/2025-04-03/doc-inerwmtt1557499.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":["BK1587","02555","01364","02150","BK1616","BK1233"],"gpt_icon":1},{"id":"2524947618","title":"【大行评级｜瑞银：上调古茗目标价至19.28港元 重申“买入”评级】瑞银发表研究报告，预测古茗通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%。该行将对其目标价从18.77港元上调至19.28港元，对应今明两年预测市盈率分别为19倍及16倍，重申“买入”评级。","url":"https://stock-news.laohu8.com/highlight/detail?id=2524947618","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524947618?lang=zh_cn&edition=fundamental","pubTime":"2025-04-03 10:24","pubTimestamp":1743647060,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告，预测古茗通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%。该行将对其目标价从18.77港元上调至19.28港元，对应今明两年预测市盈率分别为19倍及16倍，重申“买入”评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/03102449267341.shtml","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":"jinrongjie_stock","symbols":["01364"],"gpt_icon":0},{"id":"2524584236","title":"社会服务行业4月投资前瞻：蜜雪、古茗财报符合预期 关注餐饮板块拐点机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2524584236","media":"中国银河证券股...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524584236?lang=zh_cn&edition=fundamental","pubTime":"2025-04-03 00:00","pubTimestamp":1743609600,"startTime":"0","endTime":"0","summary":"途虎、中升、永达均已披露FY24财报，整体而言，受整体消费环境及中国汽车市场从增量转为存量影响，汽车零售及服务行业呈现新车销售整体承压但新势力异军突起，售后服务韧性更强的特征。古茗、蜜雪FY24财报符合市场预期，我们前期对行业价格竞争趋缓的判断亦得到验证。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403164600972d585f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403164600972d585f&s=b","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":"tencent","symbols":["08496","01364"],"gpt_icon":0},{"id":"2524482998","title":"瑞银：升古茗(01364)目标价至19.28港元 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2524482998","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524482998?lang=zh_cn&edition=fundamental","pubTime":"2025-04-02 13:44","pubTimestamp":1743572688,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，预测古茗(01364)通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%，将目标价从18.77港元升至19.28港元，对应今明两年预测市盈率分别为19倍及16倍，重申“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1273153.html","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":"stock_zhitongcaijing","symbols":["01364"],"gpt_icon":0},{"id":"2524484219","title":"德勤：首季香港IPO融资额飙近3倍达182亿港元 排名全球第四","url":"https://stock-news.laohu8.com/highlight/detail?id=2524484219","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524484219?lang=zh_cn&edition=fundamental","pubTime":"2025-04-02 13:44","pubTimestamp":1743572683,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，德勤中国华南区主管合伙人欧振兴在记者会上指出，今年首季港交所录得融资额182亿港元，同比上升287%；完成15宗IPO。首季，港交所集资额排名为全球第四，前三名分别为纳斯达克、纽交所及东京证券交易所。截至3月底，港交所处理中申请上市个案104宗，同比升42%。德勤表示，维持港交所全年80只新股上市集资约1300至1500亿港元的预测，新股主要来自大型A股上市公司、内地龙头企业、中概股、中东及东盟国家公司等。","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":"http://www.zhitongcaijing.com/content/detail/1273152.html","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":"stock_zhitongcaijing","symbols":["BK1233","BK1213","01364","BK1616"],"gpt_icon":0},{"id":"2524100682","title":"《大行》瑞银升古茗(01364.HK)目标价至19.28元  重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2524100682","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524100682?lang=zh_cn&edition=fundamental","pubTime":"2025-04-02 11:32","pubTimestamp":1743564720,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告，预测古茗(01364.HK) 通过针对性地扩张门店网络及推出新产品，可提升盈利能力，并推动2025至2027年间收入年均复合增长率达到19%，将目标价从18.77元升至19.28元，对应今明两年预测市盈率分别为19倍及16倍，重申“买入”评级。(gc/u)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250204115230486_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250204115230486_s.jpg"],"rights":null,"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.1431256/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"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":200,"code":"91000000","status":"200"}],"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/01364\",params:#limit:5,,,undefined,":[{"date":"2025-03-28","symbol":"01364","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1743125400000,"name":null,"time":"","dateTimestamp":1743091200000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"01364\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"01364\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.3333,"buy":0.6667,"hold":0,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.6667,"analysts":3,"updateTime":1744387200000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/01364\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"01364","date":"2025-04-28","current":36.460307,"percent":1,"low":14.932303,"twenty":20.158391,"median":25.933548,"eighty":30.401615,"high":36.460307,"avg":25.200074,"sd":5.361192,"marketCap":57314279226},"quantilePoints":[{"date":"2025-02-14","current":17.374524,"twenty":16.131473,"median":16.969834,"eighty":17.155059,"marketCap":22149376604},{"date":"2025-02-21","current":18.382718,"twenty":16.926978,"median":17.374524,"eighty":18.123517,"marketCap":23563166600},{"date":"2025-02-28","current":21.210027,"twenty":16.977617,"median":18.166717,"eighty":20.610974,"marketCap":27097641590},{"date":"2025-03-07","current":20.757814,"twenty":17.228214,"median":18.787137,"eighty":21.027536,"marketCap":26626378258},{"date":"2025-03-14","current":29.748167,"twenty":17.706168,"median":20.4296,"eighty":22.745379,"marketCap":38172329892},{"date":"2025-03-21","current":29.392446,"twenty":17.941335,"median":21.00203,"eighty":27.928588,"marketCap":37701066560},{"date":"2025-03-28","current":31.955469,"twenty":18.209917,"median":21.335538,"eighty":29.592979,"marketCap":40905657217},{"date":"2025-04-03","current":27.394653,"twenty":18.479328,"median":22.76614,"eighty":29.644709,"marketCap":43261973877},{"date":"2025-04-11","current":25.468846,"twenty":18.689401,"median":24.172982,"eighty":29.450691,"marketCap":39953522448},{"date":"2025-04-17","current":26.769028,"twenty":19.058727,"median":25.6471,"eighty":29.285852,"marketCap":42093889722},{"date":"2025-04-25","current":32.639101,"twenty":20.145087,"median":25.918941,"eighty":30.213813,"marketCap":51368814576},{"date":"2025-04-28","current":36.460307,"twenty":20.158391,"median":25.933548,"eighty":30.401615,"marketCap":57314279226}],"updateTime":1745914373769}}}