Group 1 - The core point of the article highlights that Guming (01364) has seen a stock price increase of over 3%, currently trading at 24.42 HKD with a transaction volume of 83.37 million HKD [1] - Guming Technology (Zhejiang) Co., Ltd. has successfully acquired a commercial land plot in Hangzhou's Qianjiang Century City for a total price of 455 million RMB, with a floor price of 6,100 RMB per square meter [1] - The company is implementing a dual headquarters strategy in Hangzhou and Taizhou, with the new land acquisition potentially allowing the headquarters to return to the Qianjiang Century City area [1] Group 2 - Industry insiders indicate that this move signifies an upgrade in competitive dimensions, shifting from front-end competition based on store density and product iteration to back-end competition focused on organizational capability, resource integration, and capital strength [1] - According to Open Source Securities, Guming's main competitive advantages lie in its excellent supply chain management capabilities and mature franchisee management system, with a cold chain distribution model that serves 97% of its stores at a cost below 1% of GMV, compared to the industry average of about 2% [1] - The firm predicts that if Guming replicates its current store density in Zhejiang nationwide, the long-term ceiling for domestic store openings could exceed 40,000 locations [1]
港股异动 | 古茗(01364)尾盘涨超3% 据报以4.55亿元竞得杭州钱江世纪城核心地块