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古茗上半年营收增长41.2%至56.63亿,新店开业速度加快,单店日均售出439杯
Cai Jing Wang·2025-08-27 04:51

Core Insights - The company reported a revenue growth of 41.2% to 5.663 billion RMB for the first half of 2025, with a significant increase in net profit attributable to shareholders by 121.5% to 1.625 billion RMB [1] - The store network expanded to over 11,179 locations across more than 200 cities in China, marking a 17.5% increase from the previous year [1] Store Network Expansion - As of June 30, 2025, the total number of stores reached 11,179, with 1,570 new stores opened during the period [2] - The distribution of stores includes 318 in first-tier cities, 1,812 in new first-tier cities, and 9,049 in second-tier and below cities, with the latter representing 81% of total stores [2] - The proportion of stores located in towns and rural areas increased from 39% to 43% compared to the previous year, indicating a strategic focus on lower-tier markets [5] Sales Performance - The total Gross Merchandise Value (GMV) reached approximately 14.094 billion RMB, with an average GMV per store of 1.371 million RMB [4] - The average daily GMV per store was reported at 7,600 RMB, with total cups sold amounting to approximately 816,895 thousand cups [4] - The company experienced increases in single-store GMV, average daily GMV, and total cups sold compared to the first half of 2024, reflecting effective product and marketing strategies [5]