金吾财讯 | 沪上阿姨（02589）早盘强势直线冲高，现价132.500港元，涨幅8.70%。国盛证券表示，公司发布2026年中报，26H1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%。收入高增主因快速开店。截至26H1末，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。中期派息，分红率提升。26年中期股息2.10亿元，分红率为65.5%/去年同期仅35%，公司分红意愿显著提升。拟于2026年9月29日派付，每股派息2元。该机构表示，公司拥有多品牌矩阵、强韧性加盟生态，海外布局已完成第一步验证，“沪上阿姨主品牌+茶布布子品牌+布局海外”形成一体两翼保障中长期开店空间。预计公司2026-2028年实现收入50.27/60.75/69.56亿元，同比+12.6%/20.8%/14.5%，经调整净利润6.26/7.50/8.58亿元，同比+9.7%/19.9%/14.4%。维持“买入”评级。
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