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沪上阿姨港交所上市股价高涨 加盟店平均GMV下降挑战下沉市场
Jin Rong Jie· 2025-05-08 09:43
Core Viewpoint - The company "沪上阿姨" successfully listed on the Hong Kong Stock Exchange, becoming the fifth tea beverage company to do so, with a strong IPO subscription demand and significant initial trading gains [1][2]. Group 1: Company Overview - "沪上阿姨" was founded in 2013 and gained popularity with its "blood glutinous rice milk tea" [2]. - As of the end of 2023, the company operates the fifth and fourth largest network of ready-to-drink tea shops in China, with a significant presence in lower-tier markets [2]. - The company has over 9,000 stores, with more than half located in third-tier cities and below, and plans to increase its franchise model, expecting franchise-related revenue to account for 80% of total revenue by 2024 [2][3]. Group 2: Financial Performance - The company's revenue for 2022, 2023, and 2024 was 2.199 billion, 3.348 billion, and 3.285 billion RMB, respectively, with net profits of 149 million, 388 million, and 329 million RMB [3]. - A slight revenue decline of 1.9% is projected for 2024, attributed to decreased franchise and self-operated store income [3]. - The number of closed franchise stores increased significantly in 2024, with 987 closures, indicating challenges in maintaining store performance [3]. Group 3: IPO and Market Strategy - The IPO was priced at HKD 113.12 per share, with a total issuance of 2.4113 million shares, and received a subscription multiple of nearly 3,400 times, raising approximately HKD 195 million [1]. - The company plans to allocate 25% of the raised funds to enhance digital capabilities and optimize membership management, 20% for product development, and 20% to strengthen supply chain capabilities [2]. - The company aims to expand its store network in lower-tier cities while facing intense competition in the ready-to-drink tea market [3].
沪上阿姨创始人夫妇在港交所敲锣上市:加盟店平均GMV下降,能否持续抢占下沉市场
Mei Ri Jing Ji Xin Wen· 2025-05-08 08:37
5月8日,又一家茶饮新股沪上阿姨在港交所上市。这是继奈雪的茶(HK02150)、茶百道 (HK02555)、古茗(HK01364)、蜜雪集团(HK02097)之后,第五家在香港上市的茶饮新股。从目 前的股价表现来看,沪上阿姨仅次于蜜雪集团。 沪上阿姨每股定价113.12港元,共发行241.13万股,每手30股。富途数据显示,在IPO认购阶段,沪上 阿姨孖展申购倍数近3400倍,孖展申购额超920亿港元。这也是3月底香港证监会抬高IPO(首次公开募 股)打新预付门槛至10%后,认购最热的新股。 在5月7日的富途暗盘,沪上阿姨收盘涨幅就达到62.48%,这一暗盘表现甚至大幅超过蜜雪集团。以每 手30股计算,不计手续费,一手赚约2100港元。截至发稿,沪上阿姨股价上涨超40%。 在5月8日的上市仪式现场,《每日经济新闻》记者看到,上台敲锣的是沪上阿姨创始人单卫钧与周蓉蓉 夫妇,这也是继奈雪的茶、茶百道后,又一家由夫妻联手打造的茶饮IPO。 在上市现场,担任沪上阿姨董事会主席兼首席执行官的单卫钧表示,公司在下沉市场构筑起较大规模的 渠道网络,将加大产品创新,进一步推进单品类、多品牌全球化战略,以更高效的精细化运营提升 ...
港股午评:低开高走!恒指涨1.1%,科技股、汽车股活跃,沪上阿姨首日上市大涨近53%
Ge Long Hui· 2025-05-08 04:13
格隆汇5月8日,港股上午盘三大指数低开高走,恒生科技指数盘中涨幅近2%,午间收涨1.56%,恒生指数、国企指数分别上涨1.1%及1.48%,恒指有望重回 23000点。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 22941.91 | +250.03 | 1.10% | | 800100 | 国企指数 | 8363.85 | +121.60 | 1.48% | | 800700 | 恒生科技指数 | 5280.96 | +80.92 | 1.56% | | 800151 | 红筹指数 | 3816.15 | +23.48 | 0.62% | | 03033 | 南方恒生科技 | 5.180 | +0.090 | 写 修 隆 こ | 沪上阿姨(2589.HK)首日上市大涨近53%。沪上阿姨是继奈雪的茶、茶百道、古茗、蜜雪集团之后,又一家在港股上市的茶饮新股。根据灼识咨询,截至 2022年及2023年12月31日,沪上阿姨经营着分别为中国第五及第四大的现制茶饮店网络,并于下沉市场拥有庞大网络。公司三 ...