港股异动 | 九毛九(09922)早盘跌超4% 本周五将发布中期业绩 机构称公司二季度整体运营压力持续

智通财经
Aug 20

智通财经APP获悉,九毛九(09922)早盘跌超4%,截至发稿,跌3.77%,报2.81港元,成交额3261.34万港元。

消息面上,九毛九将于8月22日(本周五)召开董事会会议以审批中期业绩。九毛九此前公告,截至6月底,公司按品牌划分的餐厅数量总计729间。2025年第二季度,太二(仅限自营)同店日均销售额下降13.7%;怂火锅同店日均销售额下降14.3%;九毛九同店日均销售额下降18.5%。

交银国际此前指出,公司二季度整体运营压力持续,同店销售仍呈下降态势。虽然同店表现承压,但公司核心品牌太二同店同比跌幅自一季度的21.2%收窄至二季度的13.7%,且降幅逐月收窄,经营调整初见成效。客单价方面,二季度太二(中国内地)、九毛九客单价环比上升1.5%/1.8%,怂火锅则环比降2.0%。公司正通过优化菜品结构等措施稳定客单价,虽然现时客流恢复仍有压力,但我们相信客单价的稳定有助于提升整体收入质量。

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