港股异动 | 沪上阿姨(02589)再涨超11% 25年业绩预告超预期 纯利同比增长最多60%

Core Viewpoint - The company,沪上阿姨, has seen a significant stock price increase of over 11%, with a current price of 96.15 HKD, driven by strong earnings forecasts for 2025 [1] Financial Performance - The company expects a net profit of 495 million to 525 million CNY for the full year of 2025, representing a year-on-year growth of 50% to 60% [1] - Adjusted net profit is projected to be between 560 million and 590 million CNY, indicating a year-on-year increase of 34% to 41% [1] Growth Drivers - Galaxy Securities estimates that the company will achieve an adjusted net profit of 320 million to 350 million CNY in the second half of the year, with a year-on-year growth rate of 54.8% to 69.5% [1] - The rapid growth in the second half is attributed to three main drivers: accelerated store expansion, improved same-store operational efficiency, and the release of cost reduction and efficiency enhancement results [1] Market Position and Future Outlook - GF Securities anticipates that the company will fully capitalize on the takeout delivery boom in 2025, with strong same-store growth [1] - The management's background in e-commerce and familiarity with platform strategies has positioned the company well to capture traffic from the competitive delivery market [1] - Looking ahead, the company is expected to enhance its user acquisition and retention capabilities, with potential growth in coffee and breakfast offerings, alongside continuous product innovation, suggesting resilience in same-store performance for the main brand in 2026 [1]