港股新上市的茶饮连锁品牌沪上阿姨（02589.HK）在上市第二个交易日遭遇重挫，盘中大跌5.24%。这一跌幅引发了市场对公司未来发展的担忧。
沪上阿姨于5月8日在港交所主板挂牌上市，首日收盘大涨40.03%，市场反应热烈。然而，在随后的交易中，投资者似乎对公司的基本面产生了疑虑。根据公司招股书显示，2024年沪上阿姨实现营收32.85亿元，同比下降1.9%；净利润3.29亿元，同比下降15.2%。这一业绩下滑可能是引发投资者担忧的主要原因之一。
此外，市场分析人士指出，沪上阿姨在产品定位和市场竞争力方面面临挑战。公司早期定位于现煮五谷茶，后转型做水果茶，但在竞争激烈的新式茶饮市场中难以脱颖而出。同时，公司高度依赖加盟模式扩张，这对其供应链管理能力提出了严峻考验。相较于同行业的古茗和蜜雪冰城，沪上阿姨的供应链体系建设尚处于完善阶段。这些因素都可能影响投资者对公司长期增长前景的判断，从而导致股价回调。
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