金吾财讯 | 沪上阿姨(02589)午后冲高，报110.9港元，涨11.12%，成交额1.21亿元。消息面上，沪上阿姨公告，董事会欣然宣布，35,255,992股境内未上市股份已于2026年7月22日完成转换为H股，该等转换H股将于2026年7月23日上午九时正开始于联交所上市。国盛证券发布研报指，沪上阿姨主品牌沪上阿姨覆盖7-22元中价市场，构成收入和利润的基本盘；子品牌茶瀑布主打2-12元低价下沉市场，截至2026年5月门店数已迅速扩张至1222家，成为新的战略增长曲线。此外，海外布局已完成初步验证，截至2025年末已在美国、韩国等地开设45家门店，并于2026年初进一步拓展至英国、澳大利亚及印尼，有望打开中长期成长空间。公司凭借较低的加盟门槛和抓住外卖市场机遇，成功缩短了单店回本周期，部分新店可在一年内回本。同时，加盟商复投意愿强烈，2024年现有加盟商开设新店的比例已达48.8%，验证了其加盟生态的健康度。
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