港股详情

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古茗

23.250

-0.300-1.27%

成交量：32.80万

成交额：769.52万

市值：552.89亿

市盈率：32.89

高：23.750

开：23.300

低：23.150

收：23.550

数据加载中...

总览公司新闻公告

古茗：大众现制茶饮龙头供应链赋能扩店推新

餐饮、潮玩及家电行业周报

单店日均少卖33杯仍猛冲！传古茗今年要净开店2000家

国际金融报

每日卖空追踪 | 古茗 06月13日卖空量成交5.64万股，卖空比例为0.92%

古茗06月13日主力净流入1197.9万元散户资金抛售

库迪京东外卖订单量破亿，古茗计划今年净增2000家店

每日卖空追踪 | 古茗 06月11日卖空量成交4.68万股，卖空比例为0.62%

“茉莉奶白合伙人”小程序被曝因“欺诈”暂停服务

《大行》中银国际首予古茗(01364.HK)“买入”评级目标价30.8元

阿斯达克财经

午后股市突发！发生了什么？

头部咖啡品牌宣布加码下午茶场景三大“非咖”品类降价丨新经济观察

“新消费”热潮下，机构对头部公司看多看空分歧凸显

每日卖空追踪 | 古茗 06月09日卖空量成交230.52万股，卖空比例为9.62%

2025年食品饮料行业分析：古茗深度报告，平价茶饮之王，供应链打造下沉市场领跑者（附下载）

报告研究所

新消费概念集体走高布鲁可涨21.46% 机构指新消费习惯形成和品牌力破圈增加品牌溢价

《股市简讯》中国茶饮店古茗一度大涨7.7%，调入沪港通下港股通标的名单

古茗涨超5% 今日正式进入港股通机构看好其同店表现改善

港股异动 | 获纳入港股通名单，蜜雪集团涨超8%，布鲁可涨超10%

老虎资讯综合

港股通標的名單調入布魯可、古茗及蜜雪集團，今起生效

布鲁可、古茗和蜜雪集团即将入通，关注新消费配置机会【东吴商社吴劲草团队 | 周报】

草叔消费升级研究

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| 古茗 06月11日卖空量成交4.68万股，卖空比例为0.62%","url":"https://stock-news.laohu8.com/highlight/detail?id=2542300967","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542300967?lang=zh_cn&edition=fundamental","pubTime":"2025-06-11 16:30","pubTimestamp":1749630621,"startTime":"0","endTime":"0","summary":"古茗北京时间06月11日，跌2.71%，卖空量成交4.68万股%，较上一交易日减少98.31%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250611175112a7037deb&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=nesSN20250611175112a7037deb&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":["BK1616","LU2488822045.USD","01364","BK1233","LU0211977185.USD"],"gpt_icon":0},{"id":"2542431487","title":"“茉莉奶白合伙人”小程序被曝因“欺诈”暂停服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2542431487","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542431487?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 19:38","pubTimestamp":1749555481,"startTime":"0","endTime":"0","summary":"“茉莉奶白合伙人”小程序被曝因“欺诈”暂停服务6月9日，据咖新社报道，近日，一网友在社交平台上发帖，图片清晰显示“茉莉奶白合伙人因违规已暂停服务”。据悉，该“合伙人小程序”是针对加盟商了解咨询相关加盟政策的服务平台，并非消费者的日常点单入口。至于小程序为何会出现“存在欺诈行为”“暂停服务”的字眼，暂不得而知，茉莉奶白官方也未针对此事进行回应。","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=nesSN20250610194731977957c3&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=nesSN20250610194731977957c3&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":["BK1233","BK1616","01364","LU2488822045.USD","LU0211977185.USD"],"gpt_icon":1},{"id":"2542209398","title":"《大行》中银国际首予古茗(01364.HK)“买入”评级  目标价30.8元","url":"https://stock-news.laohu8.com/highlight/detail?id=2542209398","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542209398?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 15:01","pubTimestamp":1749538860,"startTime":"0","endTime":"0","summary":"中银国际发表研究报告，首次给予古茗“买入”评级，目标价为30.8元，对应2025年预测市盈率约35倍。按2023年GMV计算，古茗市场份额达9.1%，为行业第二，看好该公司在中价市场的领先地位及增长前景。中银国际预测古茗未来4至5年内门店数量可增长超过一倍，认为其加盟体系完善且灵活度高，供应链能力亦较同业优胜，属市场领导者，预期可通过产品创新与不断提升的品牌影响力来带动复购率提升。","market":"hk","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.1445766/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"],"gpt_icon":0},{"id":"2542836051","title":"午后股市突发！发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2542836051","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542836051?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 14:53","pubTimestamp":1749538422,"startTime":"0","endTime":"0","summary":"突然跳水A股三大指数午后一度跳水均跌超1%，军工、信创、机器人、半导体等方向跌幅居前，沪深京三市下跌个股超4700只。新消费股多数下跌，布鲁可跌约8%，古茗跌约6.5%，蜜雪集团跌约6%。不过，随后整个市场又都出现了一段非常显著的反弹。那么，究竟发生了什么？2025年四季度市场中枢有望抬升，市场可能进入“发令枪响”前的最后阶段。2025年三季度依然是中枢偏高的震荡市。","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=nesSN20250610145915a4a17e41&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, 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11:34","pubTimestamp":1749526446,"startTime":"0","endTime":"0","summary":"6月9日，星巴克中国宣布将发力非咖啡饮品市场。具体来看，6月10日起，星巴克三大“非咖”品类——星冰乐、冰摇茶、茶拿铁，共计数十款产品将进行降价。同时，星巴克中国也预告，“非咖”场景下也将推出创新口味。相关负责人表示。咖啡、新茶饮品类均已是红海战场。蜜雪集团旗下现磨咖啡品牌幸运咖，全国门店数量已经突破5400家。业内人士评价，发力“非咖”市场，是头部咖啡品牌看到了茶饮市场的巨大潜力。","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=nesSN202506101135309515b8f8&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=nesSN202506101135309515b8f8&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":["BK1616","LU2488822045.USD","LU0211977185.USD","BK1233","01364"],"gpt_icon":1},{"id":"2542350380","title":"“新消费”热潮下，机构对头部公司看多看空分歧凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2542350380","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542350380?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 10:09","pubTimestamp":1749521343,"startTime":"0","endTime":"0","summary":"在“新消费”概念火热背景下，过去一周投资机构对港股头部消费公司看法分歧明显。受此影响，蜜雪集团股价下跌，古茗、茶百道等同赛道公司股价也一度大跌，上周五古茗卖空股数激增近5倍。布鲁可股价走势突出，出现上市首日之外的单日最大涨幅。古茗股价受蜜雪集团被看空影响有所波动，但国内外投资机构均给出乐观预期。","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=nesSN2025061010095995159eb4&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=nesSN2025061010095995159eb4&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":["00325","02097","LU0211977185.USD","01364","LU2488822045.USD","BK1616","BK1233","BK1213","BK1587"],"gpt_icon":1},{"id":"2542388734","title":"每日卖空追踪 | 古茗 06月09日卖空量成交230.52万股，卖空比例为9.62%","url":"https://stock-news.laohu8.com/highlight/detail?id=2542388734","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542388734?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 16:30","pubTimestamp":1749457822,"startTime":"0","endTime":"0","summary":"古茗北京时间06月09日，涨4.34%，卖空量成交230.52万股%，较上一交易日减少39.93%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250609174925a4a02d7b&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=nesSN20250609174925a4a02d7b&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":["BK1616","LU2488822045.USD","LU0211977185.USD","01364","BK1233"],"gpt_icon":0},{"id":"2542803362","title":"2025年食品饮料行业分析：古茗深度报告，平价茶饮之王，供应链打造下沉市场领跑者（附下载）","url":"https://stock-news.laohu8.com/highlight/detail?id=2542803362","media":"报告研究所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542803362?lang=zh_cn&edition=fundamental","pubTime":"2025-06-09 15:07","pubTimestamp":1749452820,"startTime":"0","endTime":"0","summary":"2012年经过品牌形象 的两次升级后，明星单店单天出杯突破1500杯，古茗正式走出台州，面向全国。古茗以消费者对优质食 材的追求驱动公司成长，通过连锁经营的扩张模式迅速在下沉市场站稳脚跟。","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=nesSN20250609151308a49feab6&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, 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新消费概念集体走高，布鲁可(00325)涨21.46%、蜜雪集团(02097)涨5.59%、巨子生物(02367)涨4.49%、古茗(01364)涨4.15%、名创优品(09896)涨2.45%、锅圈(02517)涨2.36%、泡泡玛特(09992)涨2.04%东吴证券表示，今年以来明星消费公司陆续在港股上市，布鲁可、古茗和蜜雪集团入通吸引增量资金配置。新消费引领消费行情，新消费习惯形成和品牌力破圈增加品牌溢价。开源证券表示，在传统消费承压背景下，新消费为全年投资重点，持续推荐。零食赛道新渠道、新产品、新市场逻辑全面演绎，表现出较强的成长性。","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=nesSN2025060913560895144cbe&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, 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