智通财经APP获悉，九毛九(09922)早盘跌超6%，截至发稿，跌6.62%，报2.82港元，成交额2708.21万港元。
消息面上，近日，北京市市场监督管理局发布的食品安全抽检公告（2024年第73期）显示，九毛九旗下太二酸菜鱼一门店因筷子上检出阴离子合成洗涤剂于日前被罚。高盛此前指出，九毛九在国庆假期后的疲软态势在11月持续，这意味着10月至11月相对于疫情前的恢复水平低于第三季度。
国信证券指出，九毛九上半年经营受外部环境原因影响承压，经营杠杆负效应影响经营利润率，公司从中期以来积极调整品牌门店模型，员工薪酬体系，伴随近期消费政策的陆续出台，短期我们建议关注公司太二、怂品牌调整效果后盈利改善的节奏，此外中线看我们仍看好公司的品牌孵化能力及运营能力，关注新品牌孵化与加盟门店的进展。
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