受惠于中式融合菜灵活多变的特色，集团能够不断推出新的人气菜品，以紧贴最新饮食潮流，令顾客热 衷光顾集团的餐厅。集团按照食品安全、食材稳定供应及标准化的可行性这些原则来研发菜单。于报告 期内，集团合共推出305道新菜品。 展望未来，集团致力于巩固其在休闲中式餐厅市场的领导地位，并透过持续精研菜单、提升服务质素以 及严格的食品安全控制，以建构差异化的声誉护城河。为推动可持续增长，集团将稳步推进网络扩展策 略、深化现有市场的渗透，并探索新兴潜在市场。同时，集团将继续加强供应链优化，并持续投资于技 术及数位营销，以科技为核心，推动集团的标准化及具规模的扩展。集团相信，此一体化的营运模式将 推动集团发展成为一家具规模竞争力及可持续创造价值的现代餐饮企业。 于报告期内，集团主要专注于在三大地区建立公司的市场地位，即华东、广东省及华北，均是中国内地 的主要经济中心。截至2025年6月30日，集团的餐厅网络由502家餐厅组成，覆盖香港特别行政区以及中 国所有一线城市、15个新一线城市、31个二线城市及91个三线及以下城市。 集团主要通过中国三家大型第三方线上餐饮配送平台进行外卖业务。于报告期内，集团在策略上更为专 注于外卖业 ...

集团主要通过中国三家大型第三方线上餐饮配送平台进行外卖业务。于报告期内，集团在策略上更为专 注于外卖业务，因此外卖业务收入由截至2024年6月30日止六个月的人民币301.0百万元增加74.2%至 2025年同期的人民币524.2百万元。截至2025年6月30日止六个月，外卖业务收入占集团总收入的 22.9%，显示外卖业务仍有很大增长空间。 受惠于中式融合菜灵活多变的特色，集团能够不断推出新的人气菜品，以紧贴最新饮食潮流，令顾客热 衷光顾集团的餐厅。集团按照食品安全、食材稳定供应及标准化的可行性这些原则来研发菜单。于报告 期内，集团合共推出305道新菜品。 展望未来，集团致力于巩固其在休闲中式餐厅市场的领导地位，并透过持续精研菜单、提升服务质素以 及严格的食品安全控制，以建构差异化的声誉护城河。为推动可持续增长，集团将稳步推进网络扩展策 略、深化现有市场的渗透，并探索新兴潜在市场。同时，集团将继续加强供应链优化，并持续投资于技 术及数位营销，以科技为核心，推动集团的标准化及具规模的扩展。集团相信，此一体化的营运模式将 推动集团发展成为一家具规模竞争力及可持续创造价值的现代餐饮企业。 格隆汇8月25日丨绿茶集团 ...

Core Viewpoint - The Green Tea Group, known as a "first-generation internet celebrity" restaurant, officially listed on the Hong Kong stock market on May 16, but its stock performance was disappointing, resulting in a direct drop below the offering price [1][2]. Company Overview - The Green Tea Group is a well-known operator of casual Chinese restaurants in mainland China, with its first restaurant opened in 2008 in Hangzhou [4]. - The company has expanded its restaurant network to 493 locations across 21 provinces, four municipalities, two autonomous regions, and Hong Kong, covering all first-tier cities and many second and third-tier cities [4]. Financial Performance - In terms of revenue, the company reported 2.376 billion RMB in 2022, 3.589 billion RMB in 2023 (a 51.1% increase), and 3.838 billion RMB in 2024 (a 6.9% increase) [6][7]. - The company’s stock was offered at 7.19 HKD, raising a net amount of 746 million HKD, with a subscription rate of 317.54 times during the public offering [7]. Market Position - According to a report by Zhaoshang Consulting, the Green Tea Group ranked third in terms of the number of restaurants and fourth in terms of revenue among casual Chinese restaurant brands in mainland China in 2024, holding a market share of 0.7% [5]. Key Business Metrics - The average daily customer count per restaurant decreased from 516 in 2023 to 477 in 2024, while the average spending per customer dropped from 61.8 RMB to 56.2 RMB [9][11]. - The turnover rate also declined from 3.3 times per day in 2023 to 3 times in 2024 [9][11]. Growth Strategy - The company opened 120 new restaurants in 2024 and plans to continue expanding with 150, 200, and 213 new restaurants in the following years [13]. - The Green Tea Group aims to increase its market share by penetrating existing markets and expanding into new regions, particularly targeting second and third-tier cities [13][14]. Industry Outlook - The casual Chinese restaurant market is expected to maintain stable growth from 2024 to 2029, with a compound annual growth rate of 9.1%, reaching a market size of 826.1 billion RMB by 2029 [14].

5月16日，有着"初代网红"餐厅之称的绿茶集团终于圆了上市梦。 当天，绿茶集团正式登陆港股市场，但其上市表现却并不佳，直接破发。 截至收盘，绿茶集团股价下跌12.52%。 | | 06831 绿茶集团 | | | 6.290 | -0.900 -12.52% | | --- | --- | --- | --- | --- | --- | | 已收市 | | | | | ● 自选 + ▼ | | 卖十 | 6.390 | 400 | 行情分析 | | 资金流向 | | 卖九 | 6.380 | 2400 | 最新CNY | | 5.796 | | 卖八 | 6.370 | - | 最新 | 6.290 均价 | 6.847 | | 卖七 | 6.360 | | 涨跌 | -0.900 4- | 7.190 | | 卖六 | 6.350 | 2400 | 涨幅 | -12.52% 最高 | 7.200 | | 交五 | 6.340 | 1200 | 换手 | 13.19% 最低 | 6.290 | | 交四 | 6.330 | 6400 | 总量 | 8880万 全额 | 6.0817. | | 英三 | 6.3 ...