港股詳情

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古茗

21.940

-0.460-2.05%

成交量：246.33萬

成交額：5,412.88萬

市值：513.18億

市盈率：17.37

高：22.660

開：22.660

低：21.860

收：22.400

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：0.29

換手率：0.11%

股息：0.53

股息率：2.40%

每股收益(LYR):1.263

淨資產收益率：48.23%

總資產收益率：17.10%

市淨率：6.96

市盈率(LYR):17.37

市銷率: 2.98

資料載入中...

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

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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

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古茗更新加盟政策，加盟費由9.88萬改為每年1.5萬

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《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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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 09:36","pubTimestamp":1788917795,"startTime":"0","endTime":"0","summary":"9月9日，古茗盘中下跌3.48%，报23.88港元，成交额969.93万港元。餐饮板块整体承压，海底捞跌9.49%，美团跌1.86%，蜜雪集团跌1.18%，行业情绪偏弱。消息面上，古茗近期更新加盟政策，将加盟费由此前一次性收取9.88万元调整为按年收取每年1.5万元，同时提高闭店补贴力度。政策调整虽有利于长期扩张，但短期或影响加盟费收入节奏。开店速度亦有所放缓，上半年净增仅797家，新增加盟商数量下降。","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，加盟新政短期承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01364"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665242333","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2665242333","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665242333?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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 16:24","pubTimestamp":1788855842,"startTime":"0","endTime":"0","summary":"冰淇淋赛道，又添了一位茶饮新玩家。时代周报记者获悉，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，品牌计划于9月12日至14日开展快闪活动，推出三款“古拉朵”手工Gelato产品，这是古茗首次以快闪店的形式推出意式冰淇淋品类。在古茗入场之前，茶饮品牌的菜单上，已经有了喜茶的“喜拉朵”、霸王茶姬的“茶拉朵”，以及奈雪的Gelato茶饮。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609083868068575.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/202609083868068575.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":["LU1171460220.USD","BK4539","LU2279858448.HKD","LU0348766576.USD","LU0348767384.USD","BK1616","LU0211977185.USD","BK4610","CHA","BK1587","BK1233","BK4209","LU2488822045.USD","02150","01364","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665075318","title":"古茗開始賣冰淇淋了，全國首店9月19日落子南京","url":"https://stock-news.laohu8.com/highlight/detail?id=2665075318","media":"时代周报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665075318?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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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":"other","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","002670","01364","KCE"],"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":"us","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":["02589","02097","BK4539","BK4526","02555","BK4209","LU2488822045.USD","BK4610","LU2279858448.HKD","LU0211977185.USD","CHA","BK1233","01364","LU0348767384.USD","BK1616","LU1171460220.USD","BK1587","02150","LU0348766576.USD"],"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 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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 11:59","pubTimestamp":1788321547,"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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["LU0211977185.USD","01364","BK1233","LU2488822045.USD","LU1171460220.USD","LU2279858448.HKD","BK1616"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664893227","title":"《大行》里昂升古茗(01364.HK)目標價至32元 維持「跑贏大市」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2664893227","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664893227?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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"}]}}