Group 1 - The core viewpoint of the article highlights the financial performance of the newly listed tea beverage company, Hu Shang A Yi, which reported a revenue of 1.818 billion yuan for the first half of 2025, representing a year-on-year growth of 9.7%, and a net profit of 203 million yuan, up 20.9% year-on-year [1][2] - The company's gross profit margin for the first half of the year was 31.4%, showing no significant fluctuation compared to the same period last year [1] - Three out of four major expenses for the company decreased during the first half of the year, including a 4.9% decline in sales and marketing expenses, a 1.1% decrease in research and development expenses, and a 37.8% reduction in financial costs, indicating a focus on cost reduction and efficiency improvement [1] Group 2 - As of the end of June, Hu Shang A Yi operated a total of 9,436 stores across its three brands, with 24 being directly operated stores and 9,412 franchise stores [1] - The growth in store numbers during the first half of the year was primarily driven by franchise stores, which net increased by 260 stores, while the number of directly operated stores remained unchanged [2] - The company has a limited international presence, with only one self-operated store opened in Kuala Lumpur, Malaysia, in February 2024 [2] - The board of directors proposed a mid-term dividend of 6.76 yuan per 10 shares (including tax), totaling a proposed distribution of 71.12 million yuan [2]

Core Viewpoint - The company, Hu Shang A Yi, reported its first financial results post-IPO, showcasing solid revenue growth and profitability, while also being included in the Hang Seng Composite Index, indicating strong market recognition and potential for future growth [1][5]. Financial Performance - For the first half of 2025, the company achieved revenue of 1.818 billion RMB, a year-on-year increase of 9.7% - Gross profit reached 572 million RMB, up 10.4% year-on-year - Net profit for the period was 203 million RMB, reflecting a 20.9% increase year-on-year - Adjusted net profit stood at 244 million RMB, a 14.0% year-on-year growth - Basic earnings per share were 1.97 RMB, marking a 19.4% increase year-on-year - The company proposed a mid-term dividend of 6.76 RMB per ten shares, totaling approximately 71.12 million RMB, pending shareholder approval [1]. Market Strategy - The company has successfully expanded its store network to 9,436 locations as of June 30, 2025, with nearly 1,000 new stores added year-on-year - Stores in third-tier and lower cities account for 51.1% of the total, reflecting a strategic focus on underdeveloped markets with high growth potential [2]. Supply Chain and Franchise System - The company operates a robust supply chain network consisting of 13 logistics bases, 4 equipment warehouses, 7 fresh produce warehouses, and 14 cold chain warehouses - It has established a mutually beneficial partnership with 5,706 franchisees, operating 9,412 franchise stores, enhancing operational efficiency and brand loyalty - The company has 131.4 million registered members on its WeChat mini-program, with an average quarterly active user count of 15.8 million and a quarterly repurchase rate of 40.6% [3]. Brand and Product Innovation - The company has developed a multi-brand strategy with three main brands: Hu Shang A Yi, Cha Pu Bu, and Hu Ka, targeting different market segments and price points - In the first half of 2025, the company launched 136 new products, focusing on health-oriented offerings that appeal to younger consumers - Marketing efforts have generated significant attention, with new product launches achieving high sales volumes and online exposure [4][5].

Financial Performance - The company reported a revenue of 1.818 billion yuan for the six months ending June 30, 2025, representing a year-on-year growth of 9.7% [1] - Gross profit for the same period was 572 million yuan, with a year-on-year increase of 10.4% [1] - The net profit attributable to the parent company was 203 million yuan, reflecting a year-on-year growth of 20.9% [1] - Adjusted profit for the period was 244 million yuan, showing a year-on-year increase of 14.0% [1] - Basic earnings per share were 1.97 yuan, up 19.4% year-on-year [1] Store Network and Business Model - As of June 30, 2025, the company had a total of 9,436 stores, including 24 directly operated stores and 9,412 franchise stores [1] - The store network covers all four direct-controlled municipalities in China, five autonomous regions, and over 300 cities across 22 provinces [1] - The business model is centered around collaboration with franchisees, who are responsible for leasing stores, daily operations, and hiring staff [2] - The company provides comprehensive support to franchisees through a standardized and digitalized store management system, including site selection, opening support, and operational training [2] - As of June 30, 2025, there were 5,706 franchisees operating 9,412 stores, indicating a successful expansion strategy in lower-tier markets [2]

Core Insights - The company reported a revenue of 1.819 billion yuan for the first half of the year, representing a year-on-year growth of 9.7% [1] - The profit attributable to the parent company for the same period was 203 million yuan, showing a year-on-year increase of 20.9% [1] Financial Performance - Revenue for the first half of the year: 1.819 billion yuan, up 9.7% year-on-year [1] - Profit attributable to the parent company: 203 million yuan, up 20.9% year-on-year [1]

Group 1 - The company announced a revenue of 1.818 billion yuan for the first half of 2025, representing a year-on-year growth of 9.7% [2] - The profit attributable to the parent company for the same period was 203 million yuan, showing a year-on-year increase of 20.9% [2]

EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 滬上阿姨（上海）實業股份有限公司 | | | 股份代號 | 02589 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 截至2025年6月30日止六個月的的中期股息 | | | 公告日期 | 2025年8月27日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 10 股 6.76 RMB | | 股東批准日期 | 有待公佈 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | HKD， 金額有待公佈 | | 匯率 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 Auntea Jenny (Shanghai) Industrial Co., Ltd. 滬上阿姨（上海）實業股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：02589） 截 至2025年6月30日止六個月之中期業績公告 滬上阿姨（上 海）實業股份有限公司（「本公司」）董 事（「董 事」）會（「董事會」）僅此宣佈本 公司及其附屬公司（統 稱「本集團」）截 至2025年6月30日止六個月（「報告期」）之未經審 核 簡 明 綜 合 中 期 業 績，連 同2024年 同 期 的 比 較 數 字 如 下： 財務表現摘要 | 至6月30日止六個月 | 截 | 2025年 | 2024年 | 變動 | | | | | | | | | | ...

Group 1 - Miniso's stock increased by nearly 5% [1] - Lao Pu Gold and Xiaomi Group both rose by 2% [1] - Li Auto, Cha Bai Dao, and Guo Quan saw increases of over 1.5% [1] Group 2 - Bruker experienced a decline of over 13.5% [1] - Hou Shang A Yi fell by nearly 6% [1] - Leap Motor dropped by nearly 3.5% [1] - Pop Mart decreased by nearly 1% [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with "沪上阿姨" (02589) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - According to Huatai Securities research report, "沪上阿姨" is likely to be included in the Stock Connect program due to meeting various criteria including market capitalization, liquidity, and listing duration [1] - "沪上阿姨" announced that on July 4, 2025, the board approved a proposal to convert up to 35,255,992 shares of unlisted domestic shares into H-shares, representing approximately 33.51% of the total issued share capital as of the announcement date [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with "沪上阿姨" (02589) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - The inclusion of "沪上阿姨" may lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1] - "沪上阿姨" announced that its board approved the proposal to convert up to 35,255,992 shares of unlisted domestic shares into H-shares, which represents approximately 33.51% of the company's total issued share capital as of the announcement date [1]