沪上阿姨香港IPO正在进行招股，预期5月6日定价，5月8日开始在港交所交易。截至4月29日早上，综 合券商数据，沪上阿姨获券商借出孖展96.5亿港元，以公开发售额2728万港元计，超购近352倍。(界面) ...

Group 1 - The company "沪上阿姨" has officially launched its IPO, planning to globally offer 2.41134 million H-shares, with a price range of HKD 95.57 to HKD 113.12 per share, and is expected to list on the Hong Kong Stock Exchange on May 8 [1][3] - The company has introduced two cornerstone investors, with a total subscription amount of approximately USD 9.2155 million (around HKD 71.49 million) [3] - As of the end of 2023, "沪上阿姨" ranks fourth in China's ready-to-drink tea industry with 9,176 stores, and is the leading mid-priced tea brand in northern China, with 99.7% of its stores being franchise operations [3] Group 2 - The company focuses on lower-tier markets, with nearly half of its stores located in third-tier cities and below, which are expected to see the fastest GMV growth from 2023 to 2028 [3] - The projected GMV for 2024 is CNY 10.7 billion, a 10% increase year-on-year, despite a decline in average GMV per store from CNY 1.6 million in 2023 to CNY 1.4 million [3] - The gross profit margin is expected to improve from 30.4% to 31.3% due to economies of scale [3] Group 3 - Analysts predict that the price war in the tea beverage industry will ease by 2025, allowing leading brands to expand while weaker brands may face closure risks [3] - "沪上阿姨" is expected to leverage its first-mover advantage in lower-tier markets and its supply chain integration capabilities to navigate industry differentiation [3] - The company plans to invest further in digital tools and smart manufacturing equipment to enhance supply chain efficiency and product quality [3]

五一档已成为商业地产开业高峰期，全国多地商业项目选择在这一黄金档期集中开业，形成商业竞争新格局。 据统计，即将开业的重要项目包括厦门蔡塘爱琴海购物中心、厦门和美天地、拉萨王府井购物中心、泰兴凤栖奥特莱斯、 沈阳环球港动感城、昆山荟品仓城市奥莱等。 这些项目普遍采取"首店引流"策略，首店率普遍在30%以上，如拉萨王府井引入30%的首进拉萨品牌，厦门和美天地的首 店形象店占比达40%，厦门蔡塘爱琴海超60家首店定制店，顺德万象汇引入超50%佛山或顺德首店。 这种首店经济不仅提升了商场档次和吸引力，也反映了商业项目在竞争中突围的必然选择。 离境退税引爆消费复苏新动能 Malltowin商业与地产周报 2025.4.21-2025.4.27 1 每周趋势导读 五一大批新商业体集中开业 一季度多地离境退税销售额同比大幅增长，商务部将支持打造一批国际消费聚集区和入境消费友好商圈。 数据显示，重庆市离境退税销售额同比增长近5倍，北京市离境退税申请单份数同比增长128%，销售额同比翻一番。 2024年上海市接待入境游客670.6万人次，同比增长84%，广东省政府强调"大力推进免税店建设，优化离境退税'即买即 退'服务"，北京 ...

4月28日，沪上阿姨开启招股，拟全球发售241.134万股H股，定价区间介于95.57港元-113.12港元/股；引入盈峰控股、华宝股份为基石；预期将于5月8日正 式登陆港交所。 2025年以来，新茶饮上市热潮涌动，头部品牌扎堆敲钟。背后也暗涌着行业资本叙事的重构——当蜜雪冰城成为港股新一代"冻资王"，打破新茶饮的"破发 魔咒"，具备稀缺性的新茶饮企业成为投资者追逐的核心标的。 沪上阿姨凭借多元化的品牌布局，以及在下沉市场出的强劲渗透能力等，同样展现一定稀缺性，自然成为投资者寻找下一个"蜜雪冰城"的重要观察对象。 三大品牌覆盖多元需求，夯实稳健发展基础 目前，沪上阿姨旗下拥有沪上阿姨、沪咖及轻享版三个品牌，产品线涵盖现制饮料及现磨咖啡，价格带较宽，整体走质价比路线，充分满足消费者的多元需 求。而且可以看到，这三大品牌还在进化，不断增强市场竞争力。 这种多品牌运营能力在新茶饮行业中并不多见，展现独特的战略纵深和弹性。 其中，沪上阿姨主要提供鲜果茶、多料奶茶、轻乳茶、酸奶昔及袋装小食，定价通常介乎每款7元-22元，跨多个价格带。2024年4月，沪上阿姨启动品牌升 级，以摩登橙主色调+猎豹女士IP展现新的品牌形象， ...

Major Events - Hushang Aunt (02589) plans to globally issue 2.41134 million H-shares, introducing Yingfeng Holdings and Huazhi as cornerstone investors [1] - Junda Co., Ltd. (02865) will conduct an IPO from April 28 to May 2, aiming to globally issue 63.4323 million H-shares [1] - Genscript Biotech (01548) intends to acquire a total of 300 million Class A preferred shares of Probio Cayman [1] - Ascentage Pharma-B (06855) showcased five preclinical advancements at the 2025 AACR Annual Meeting, demonstrating significant synergy with Nilotinib® combined with APG-2575 [1] - Midea Group (00300) received a commitment from Bank of China to provide up to 1 billion yuan for the purpose of repurchasing A-shares [1] - Zhengzhou Coal Mining Machinery Group (00564) plans to increase capital in Zhiding Hydraulic by 1.95 billion yuan [1] Buyback/Reduction - WuXi AppTec (02359) repurchased 347,800 A-shares for 20.0079 million yuan on April 28 [1] - Midea Group (00300) repurchased 273,200 A-shares for 19.9966 million yuan on April 28 [1] - Changfei Optical Fiber and Cable (06869) repurchased 1 million A-shares for 32.0598 million yuan on April 28 [1] Operating Performance - WuXi AppTec (02359) reported Q1 net profit of approximately 3.672 billion yuan, a year-on-year increase of 89.06% [1] - CIMC (02039) reported Q1 net profit attributable to shareholders of 544 million yuan, a year-on-year increase of 550.21% [1] - SF Holding (06936) reported Q1 net profit of approximately 2.234 billion yuan, a year-on-year increase of 16.87% [1] - Huaneng International Power (00902) reported Q1 net profit of approximately 4.973 billion yuan, a year-on-year increase of 8.19% [1] - Datang Power (00991) reported Q1 net profit of 2.238 billion yuan, a year-on-year increase of 68.12% [1] - CICC (03908) reported Q1 net profit of approximately 2.042 billion yuan, a year-on-year increase of 64.85% [1] - Jiangxi Copper (00358) reported Q1 net profit of 1.952 billion yuan, a year-on-year increase of 13.85% [1] - Qingdao Beer (00168) reported Q1 net profit of approximately 1.71 billion yuan, a year-on-year increase of 7.08% [1] - Qingdao Bank (03866) reported Q1 net profit of 1.258 billion yuan, a year-on-year increase of 16.42% [1] - CIMC Anrui (03899) reported a 24.4% year-on-year increase in revenue to 5.765 billion yuan [1] - Zhengzhou Coal Mining Machinery Group (00564) reported Q1 net profit of approximately 1.089 billion yuan, a year-on-year increase of 4.47% [1] - Sinopharm (01099) reported Q1 net profit of 1.457 billion yuan, a year-on-year increase of 2.59% [1] - Hisense Home Appliances (00921) reported Q1 net profit of approximately 1.127 billion yuan, a year-on-year increase of 14.89% [1] - Shanghai Electric (02727) reported Q1 net profit of 292 million yuan, a year-on-year increase of 145.69% [1] - Shanghai Pharmaceuticals (02607) reported Q1 net profit of 1.333 billion yuan, a year-on-year decrease of 13.56% [1] - Li Ning (02331) reported low single-digit growth in retail sales across its platform for Q1 [1]

4月28日，茶咖日报的主要内容有： 沪上阿姨5月8日开始在港交所交易 4月28日，沪上阿姨（上海）实业股份有限公司（以下简称"沪上阿姨"）宣布全球发售详情，股份代号 为2589。此次全球发售涉及2,411,340股H股，其中香港发售股份数目为241,140股H股，国际发售股份数 目为2,170,200股H股，最高售价定为每股H股113.12港元。 香港公开发售开始于4月28日上午九时，预期定价日为5月6日，发售价公布日期定于5月7日或之前。预 期H股于联交所开始买卖日期为5月8日上午九时。 公开资料显示，沪上阿姨是一家现制饮品公司。根据灼识咨询，截至2023年12月31日，公司经营着中国 第四大的现制茶饮店网络，并于下沉市场拥有庞大网络。 另据招股书，沪上阿姨的门店网络在短短三年间实现大幅跃升：截至2022年底，公司拥有5307家门店； 至2023年底，门店数增至7789家；至2024年底进一步突破至9176家。其中，99.7%的门店为加盟店。 在商品交易总额(GMV)方面，公司也呈现稳步增长态势：2022年GMV为60.68亿元，2023年增至97.32亿 元，2024年再升至107.36亿元。 沪上阿姨计 ...

出品｜搜狐财经 作者｜柴鑫洋 编辑｜李文贤 4月28日，沪上阿姨启动港股招股。 据了解，沪上阿姨此次在港上市拟全球发售约241万股H股，每股95.57港元/股至113.12港元/股。预期5月6日定价，5月8日开始在港交所交易。代码为 2589。 据灼识咨询资料，按2023年的GMV计算，沪上阿姨是中国第五大茶饮品牌，市场份额为4.6%。排在公司前面的分别是蜜雪冰城（20.2%）、古茗 （9.1%）、茶百道（8.0%）、霸王茶姬（5.0%）。 中国食品产业分析师朱丹蓬表示，新中式奶茶的竞争已经进入了全方位、多维度的竞争周期。如今的茶饮市场，既有门店数量的规模化竞争，也有品牌效 应的竞争，更多的则是在供应链体系上的竞争。 拟全球发售241万股H股，5月8日在港交所交易 沪上阿姨4月28日早间公告，在港上市拟全球发售约241万股H股，每股95.57港元/股至113.12港元/股。预期5月6日定价，5月8日开始在港交所交易。代码 为2589。 4月23日，沪上阿姨通过港交所上市聆讯。 搜狐财经注意到，去年情人节当天，沪上阿姨第一次向港交所递交招股书，年底，沪上阿姨又再次向递表。 沪上阿姨在招股书中表示，IPO募集所得 ...

智通财经APP获悉，4月28日，现制茶饮品牌沪上阿姨(02589)正式开启招股，至5月2日结束，拟全球发 售241.134万股H股，其中香港发售占10%，国际发售占90%，另有超额配股权不超过15%;发售价将不高 于每股发售股份113.12港元，且预期不低于每股发售股份95.57港元;每手30股，预期将于5月8日上午九 时正开始在联交所买卖。 财务数据方面，沪上阿姨同样亮眼。2022年-2024年，公司的营收分别为21.99亿元、33.48亿元和32.85 亿元;经调整净利润则分别为1.54亿元、4.16亿元和4.18亿元，整体势头强劲。 近期新茶饮赛道火热，头部品牌纷纷加速布局。此前业内人士分析提到，早前奈雪的茶、茶百道相继登 陆资本市场。今年以来，古茗、蜜雪冰城、霸王茶姬三家新茶饮品牌成功上市，给行业注入"强心剂"， 其中，蜜雪冰城更是创下港股IPO冻资新纪录，上市后股价一路飙升。霸王茶姬赴美上市成功后，新茶 饮赛道更是赚足了一波眼球。 此次招股，沪上阿姨引入2名基石投资者，合共认购约921.55万美元的发售股份，其中盈峰控股认购约 644.04万美元、华宝股份认购约277.51万美元。此次IPO，沪上阿 ...