Core Viewpoint - The company,沪上阿姨, has seen a significant stock price increase of over 11%, currently trading at 96.15 HKD, following the release of its earnings forecast for 2025, which indicates a strong growth trajectory in net profit and adjusted net profit [1] Financial Performance - The company expects to achieve 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] - The adjusted net profit is projected to be between 560 million and 590 million CNY, reflecting a year-on-year increase of 34% to 41% [1] - According to Galaxy Securities, the company is anticipated to realize 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] Growth Drivers - The rapid growth in the second half of the year 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] - GF Securities highlights that the company is well-positioned to capitalize on the takeout delivery boom, with strong same-store growth expected [1] Future Outlook - The management's background in e-commerce and familiarity with platform strategies is seen as advantageous in capturing traffic from the competitive delivery market [1] - The company is expected to enhance its user acquisition and retention capabilities, alongside gradual growth in coffee and breakfast offerings, as well as continuous product innovation, suggesting that the main brand's same-store sales will maintain resilience in 2026 [1]
沪上阿姨再涨超11% 25年业绩预告超预期 纯利同比增长最多60%