智通财经APP获悉，九毛九(09922)跌近4%，截至发稿，跌3.83%，报2.01港元，成交额1224.37万港元。
消息面上，近日，九毛九公布，2025年第三季度，太二(仅限自营)、怂火锅及九毛九(仅限自营)翻台率分别为3.3、2.4及2.5，同店日均销售额同比分别减少9.3%、19.1%及14.8%。此外，截至公告日期，太二位于中国内地已落地的“5.0鲜活模式”餐厅数量达106家。新模型餐厅自推出以来反响良好，集团预计截至2025年底新模型餐厅落地数量将提升至 200家以上。
交银国际认为，3季度同店销售仍然承压，但修复迹象初步显现。尽管同店仍为负增长，但太二和九毛九的降幅环比2季度收窄，太二已连续三个季度改善，反映出经营调整措施的初步成效。公司表示太二在北京、上海等城市的同店销售已于第3季度实现同比正增长，成为短期亮点。考虑到同店恢复节奏偏慢，该行小幅下调了2025-27年盈利预测，目标价下调至2.32港元，维持中性评级。
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