瑞银：升古茗(01364)目标价至35.7港元去年业绩胜预期_老虎社区_美港股上老虎

瑞银：升古茗(01364)目标价至35.7港元去年业绩胜预期

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智通财经APP获悉，瑞银发布研报称，古茗(01364)去年收入及净利润分别同比增长47%及110%，至129.14亿元人民币及31.09亿元人民币，高于市场。期内毛利率同比扩张2.4个百分点至33%，受规模经济带动，部分被设备销售占比上升所抵消。该行维持古茗“买入”评级，目标价由31.15港元上调至35.7港元。展望2026年，管理层预期净增门店数量与2025年水平大致相若，同时更注重搬迁表现欠佳...

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