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沪上阿姨盘中拉升逾26% 公司高度重视下沉市场 上半年加盟收入大幅增长

Core Viewpoint - The stock price of Hu Shang A Yi (02589) surged over 26%, reflecting strong market interest driven by growth potential in the ready-to-drink tea market in lower-tier cities in China [1] Group 1: Company Performance - As of the latest report, Hu Shang A Yi's stock rose by 25.98% to HKD 166.3, with a trading volume of HKD 80.57 million [1] - The company reported a significant increase in revenue from franchise sales, which rose by 10% to CNY 1.471 billion, driven by network expansion and GMV growth [1] - The total number of stores reached 9,436, with a net increase of 999 stores since the beginning of the year, marking a 12% year-on-year growth [1] Group 2: Market Insights - According to a report by Zhi Shi Consulting, the ready-to-drink tea market in China's third-tier and below cities is expected to be the largest and fastest-growing segment from 2023 to 2028 [1] - The company emphasizes its focus on lower-tier cities, where it holds advantages in store coverage and supply chain networks [1] - As of June 30, 2025, stores in third-tier and below cities accounted for 51.1% of the total, reflecting a year-on-year increase of 0.8 percentage points [1]