港股异动 | 沪上阿姨早盘涨超5%,上半年业绩实现高增,一体两翼海外布局模式保障中长期开店空间

智通财经
Aug 06

智通财经APP获悉,沪上阿姨(02589)早盘涨超5%。消息面上,沪上阿姨近日披露2026年上半年业绩,国盛证券指出,26H1公司实现收入25.89亿元/同比+42.4%,归母净利润3.21亿元/同比+58.3%,经调整净利润3.45亿元/同比+41.6%。开店方面,截至26H1末,公司门店总数达13155家,其中自营店35家、加盟店13120家。海外已覆盖马来西亚、美国、英国、澳大利亚、印度尼西亚及韩国6国,达61家/较25年末增加16家。

国盛证券续指,展望未来,公司一体两翼提供空间、茶咖融合支撑同店。“ 沪上阿姨茶茶布布”分别覆盖7~22元与2~12元两大价格带,叠加“12点前咖啡、12点后奶茶”的茶咖双轮驱动;截至2025年底超过85%的门店已配备现磨咖啡机,品类延展与时段覆盖为同店提供支撑。“沪上阿姨主品牌+茶茶布布子品牌茶布局海外”形成一体两翼保障中长期开店空间。

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