古茗4.55亿杭州拿地，一年股价涨超150%

Core Viewpoint - The new tea beverage brand, Gu Ming (01364.HK), has acquired a commercial land plot in Hangzhou for 455 million yuan, marking its entry into the local real estate market and plans to establish its headquarters there [1][2]. Group 1: Land Acquisition Details - Gu Ming Technology (Zhejiang) Co., Ltd. won the land plot located in the core area of Qianjiang Century City, Hangzhou, with a floor price of 6,100 yuan per square meter [1]. - The land covers approximately 12,400 square meters with a buildable area of about 75,000 square meters and a height limit of 190 meters [1]. - The land is designated for headquarters economy use, requiring the company to meet specific operational targets, including an annual revenue of no less than 1 billion yuan [2]. Group 2: Company Growth and Financial Performance - Gu Ming has not yet established its own headquarters in Hangzhou, currently operating from a location in Xiaoshan District [2]. - The company previously acquired land in May 2022 in Wenling City for a total investment of about 500 million yuan to build its headquarters [3]. - As of mid-2025, Gu Ming reported a revenue of 5.663 billion yuan, a year-on-year increase of 41.2%, and a net profit of 1.625 billion yuan, up 121.5% [4]. Group 3: Expansion Plans and Market Position - Gu Ming aims to expand its store network to 30,000-40,000 locations, targeting untapped markets in lower-tier cities and towns [6]. - The company has a total of 11,179 stores across over 200 cities, reflecting a year-on-year growth of 17.5% [5]. - In 2025, Gu Ming distributed significant dividends totaling approximately 4.1 billion Hong Kong dollars, with the founder holding 72.77% of the shares [6]. Group 4: Market Valuation and Stock Performance - As of January 12, Gu Ming's stock closed at 25.38 HKD per share, representing a more than 150% increase from its IPO price of 9.94 HKD [7]. - The company's market capitalization is approximately 60.36 billion HKD, with a peak valuation exceeding 70 billion HKD in mid-2025 [7].