港股异动 | 沪上阿姨涨近12%,门店规模突破万家,机构称公司具备向上潜力和弹性

智通财经
Nov 21, 2025

11月21日,沪上阿姨午后直线拉升,现涨近12%。

消息面上,沪上阿姨近日公告,拟采纳为期十年的H股激励计划,计划上限为公司总股本的5%,旨在通过限制性股票激励核心人才。根据极海品牌监测数据显示,截至目前,沪上阿姨品牌全国门店数量已达10739家,而与6月底9436间店比较,即在4个月间净增1303间新店。

兴业证券此前发布研报称,上半年公司持续优化门店结构,稳步开店,聚焦广大的三线以下下沉市场,门店数量平稳增长,推动收入提升。公司持续探索其他副牌如更低价的茶瀑布,保持研发和推新速度,期内上新136款新品。公司在北方市场竞争力明显,随着管理加强门店调整弱势市场也有望逐步改善,具备向上潜力和弹性。

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