获券商唱好,沪上阿姨一度涨超10%,重回百元大关

格隆汇
Dec 16, 2025

12月16日,沪上阿姨(2589.HK)盘初曾直线拉升涨超10%,股价重回百港元上方,最新总市值107亿港元。

消息上,国泰海通证券发布研报称,首次覆盖给予沪上阿姨“增持”评级,目标价116.56港元,沪上阿姨旗下拥有“沪上阿姨”“茶瀑布”和“沪咖”三大品牌,形成覆盖不同价格带与消费群体的品牌矩阵。公司凭借高效的研发与加盟模式快速拓展市场,尤其在北方具备优势。公司实施“一体两翼”战略,多品牌开店潜力较大。此外,咖啡业务经历调整升级,目前整合进沪上阿姨主品牌,有望贡献单店增量。

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