港股资讯 | 古茗据传已通过港交所聆讯，或很快开启招股

IPO聚焦2025-01-10

IPOFocus作者：Petter编辑：Petter封面/头图：微博@股古茗茶饮本文仅为信息交流之用，不构成任何交易建议本文素材来自网络公开渠道，如有侵权请联系删除后台回复【古茗】获取招股书1月9日，据财联社报道称，古茗已通过港交所联讯。古茗于2024年12月获得来自证监会的境外上市备案通知书，允许发行不超过约4.41亿股普通股，并于港交所上市。此前，中国的茶饮品牌龙头蜜雪冰城于1月7日获得境外...

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soon","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80388":0.6,"90131":1,"HSCEI":1,"HSTECH":1,"HKXCY":0.6,"07226":1,"00388":0.9},"content_text":"IPOFocus作者：Petter编辑：Petter封面/头图：微博@股古茗茶饮本文仅为信息交流之用，不构成任何交易建议本文素材来自网络公开渠道，如有侵权请联系删除后台回复【古茗】获取招股书1月9日，据财联社报道称，古茗已通过港交所联讯。古茗于2024年12月获得来自证监会的境外上市备案通知书，允许发行不超过约4.41亿股普通股，并于港交所上市。此前，中国的茶饮品牌龙头蜜雪冰城于1月7日获得境外上市备案批复，而在相似时间递表的沪上阿姨目前尚未获得批复。古茗主打高性价比果茶，产品价格通常在10-18元之间，果茶售价低于行业水平。热门产品包括香水柠、超A芝士葡萄、超A芝士桃桃等，此外还在门店提供奶茶、咖啡及其他产品。2023年及2024年前三季度，公司分别推出了130款及85款新品，以保持产品的吸引力。截至2024年9月30日，古茗自有的小程序注册会员人数达到1.35亿名，活跃会员人数超过4300万名，2023年的平均季度复购率达到53%。截至同期，古茗的门店增加至9778家，大部分位于新一线、二线、三线、四线及以下城市，其中40%的门店位于远离城市中心的乡、镇。据灼识咨询资料，中国的现制饮品市场规模持续扩大，其GMV从2018年的1878亿元增至2023年的5175亿元，复合年增长率为22.5%，预计将以16.7%的速度增至2028年的1.16万亿元。现制茶饮和现制咖啡饮品的增长速度差别不大。按2023年的GMV计算，中国现制茶饮市场较为分散，前五大品牌合共占有46.8%的市场份额，其中蜜雪冰城占有20.2%，古茗占有9.1%，茶百道占有8.0%，霸王茶姬占有5.0%，沪上阿姨占有4.6%。在财务数据方面，古茗的收入快速增长，自2021年至2023年，分别为43.8亿元、55.6亿元及76.7亿元，复合年增长率为32.3%。2024年前三季度的收入达到64.4亿元，同比增长15.6%。自2021年至2023年，毛利分别为13.1亿元、15.6亿元及24.0亿元，复合年增长率为35.3%，对应的毛利率分别为30.0%、28.1%及31.3%。2024年前三季度的毛利为19.6亿元，同比增长13.8%，对应的毛利率为30.5%。自2021年至2023年，净利润分别为2399万元、3.9亿元及10.7亿元，复合年增长率569.8%，对应的净利率分别为0.5%、7.1%及14.0%。2024年前三季度的净利润达到11.1亿元，同比增长11.0%，对应的净利率为17.3%。作者 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