港股茶饮股拉升，其中，沪上阿姨大涨超9%大幅领先，蜜雪集团、茶百道涨近2%。 消息面上，全国大范围高温天气叠加暑期消费旺季，消暑饮品需求集中爆发，多家茶饮品牌线下门店客流、订单量稳步攀升，有效激活行业消费活力。招银国际在其消费行业展望中亦将茶饮和咖啡行业列为优先看好板块，认为现制茶饮对小确幸、低单价、高频刚需的属性在宏观环境下仍表现较好。 沪上阿姨近期发布的正面盈利预告。公司预计2026年上半年期内溢利约3.04亿至3.25亿元人民币，同比增长约50%至60%。按照2025年全年5.01亿元净利润计算，仅上半年已完成全年利润六成以上，业绩增长主要由多品牌战略落地、门店网络稳步拓展、精细化运营推动盈利提升驱动。
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