金吾财讯 | 九毛九(09922)午后走强,截至发稿,涨7.6%,报2.83港元,成交额1.44亿港元。消息面上,招银国际发布研报称,太二品牌在4月/5月/6月初的同店销售跌幅分别为双位数/低双位数/个位数,明显好于第一季的21.2%。由于去年底开始减少折扣,平均售价转趋稳定,所以二季度季下滑主要因客流减少。但该机构预计二季度太二翻台率约3.3次,比一季度的3.1次有环比改善,主要是因为去年基数低、竞争减少、假期延长和家电补贴带动消费情绪等。门店改造升级带来的影响比较正面。
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