古茗早盘涨近4% 公司拟派付特别股息 高盛称公司年内GMV增超两成

Core Viewpoint - Guming Holdings (01364) is experiencing a positive market response, with a nearly 4% increase in stock price following the announcement of a special dividend meeting scheduled for November 14, 2025, and a favorable report from Goldman Sachs projecting significant profit growth for the company in the coming years [1] Group 1: Company Announcements - Guming Holdings announced a board meeting to consider and approve the declaration of a special dividend, which was previously disclosed in the prospectus published on February 4, 2025 [1] - The company will provide further details regarding the special dividend after the board meeting's approval [1] Group 2: Market Performance and Analyst Insights - Goldman Sachs has included Guming in its Asia-Pacific "Conviction Buy" list, forecasting that the company's adjusted net profit will grow by over 20% year-on-year over the next two years [1] - The growth is supported by an increase in the penetration rate of ready-to-drink beverages and an expansion of market share, allowing Guming to outperform the market in the consumer sector [1] - Year-to-date, Guming has reported a more than 20% increase in gross merchandise value (GMV) per store, significantly outperforming other mid-tier ready-to-drink brands, attributed to successful new product launches and strong execution capabilities [1]