Core Viewpoint - The company "沪上阿姨" (stock code: 02589) has seen a significant stock price increase following the release of its earnings forecast, indicating strong growth potential for the upcoming years [5]. Financial Performance - The company expects to achieve a net profit of between 495 million to 525 million yuan for the year 2025, representing a year-on-year growth of 50% to 60% [5]. - Adjusted net profit is projected to be between 560 million to 590 million yuan, with a year-on-year increase of 34% to 41% [5]. - For the second half of the year, the adjusted net profit is estimated to be between 320 million to 350 million yuan, reflecting a substantial year-on-year growth rate of 54.8% to 69.5% [5]. 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 realization of cost reduction and efficiency enhancement results [5]. - The company is expected to fully capitalize on the takeout delivery boom in 2025, with strong same-store growth anticipated [5]. - The management team's background in e-commerce and familiarity with platform strategies are seen as advantageous in capturing traffic from the competitive delivery market [5]. Future Outlook - The company is expected to enhance its user acquisition and retention capabilities, alongside gradual growth in coffee and breakfast offerings and ongoing product innovation [5]. - For 2026, the main brand's same-store performance is anticipated to maintain a certain level of resilience [5].
沪上阿姨盘中涨超11% 预计2025年全年纯利同比增长最多60%