Changes in Hong Kong stocks | Bama Tea (06980) rose more than 13%. The company's operations steadily strengthened in the first half of the year, and channel and operational innovation brought positive feedback and was positively implemented

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that Bama Tea (06980) rose by more than 13%. As of press release, it had risen 13.15% to HK$23.58, with a turnover of HK$9.031 million.

According to the news, recently, Bama Tea Industry released a profit forecast for the first half of 2026. Dongwu Securities indicated that the company expects 26H1 revenue growth of no less than 30% and net profit growth of not less than 60%, and the performance exceeds market expectations. Looking at the vertical review, 25H1, 25H2, and 26H1 revenue fell 4.2% year-on-year, increased by 9.6%, and increased by no less than 30%, respectively. After experiencing active adjustments in the first half of 2025, good growth resumed in the second half of 2025, and ushered in strong growth in the first half of 2026, mainly driven by the continuous expansion of franchise channels, online channels and major customer channels. In addition, 26H1's net profit increased by no less than 60%. The 26H1 net sales margin is expected to be no less than 13.9%, an increase of 2.6 pct over the previous year, and a steady increase in profitability.

Dongwu Securities believes that since 2025, the Bama Tea Industry has dug deep into major customers in terms of channels, integrated tea tasting with spatial experience in terms of ecology, built urban meeting rooms, and responded positively to new trends in digital operation in terms of operation, and positive feedback brought about by channel and operation innovation has been positively realized. The company's current valuation is in a low range, and the short-term business trend continues to improve. Relying on the depth of brand genes, standardized quality control capabilities, and omni-channel depth in the medium to long term, it is expected that the brand concentration will continue to increase.