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港股
詳情
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九毛九
1.045
+0.005
0.48%
手動刷新
成交量:
172.10萬
成交額:
178.82萬
市值:
13.98億
市盈率:
22.34
高:
1.055
開:
1.040
低:
1.025
收:
1.040
52周最高:
2.328
52周最低:
1.025
股本:
13.38億
香港流通股本:
13.38億
量比:
1.35
換手率:
0.13%
股息:
0.02
股息率:
2.01%
每股收益(LYR):
0.047
淨資產收益率:
2.27%
總資產收益率:
1.83%
市淨率:
0.39
市盈率(LYR):
22.34
市銷率:
0.25
資料載入中...
總覽
公司
新聞
公告
海底撈一度暴跌超11%,節假日概念股集體承壓,頤海國際、九毛九跌超3%
格隆汇
·
09/09
九毛九公布8月股份變動月報表,股本維持不變
公告速递
·
09/04
半年關店42家,僅開4家!九毛九「持續瘦身」,旗下太二關店周期收尾
深圳商报·读创
·
09/02
交銀國際:維持九毛九(09922.HK)「中性」評級 目標價1.30港元
智通财经
·
09/01
上半年淨利增24.9%,九毛九從存量優化邁入增量培育階段
南方都市报
·
08/31
《業績》九毛九(09922.HK)中期純利7,580萬人民幣 增長24.9%
阿斯达克财经
·
08/30
九毛九2026年上半年收入23.91億元
北京商报
·
08/29
九毛九(09922.HK)公布中期業績 權益股東應占溢利7580.4萬元 按年增長24.9%
智通财经
·
08/28
九毛九:上半財年淨利潤按年增長33.26%
南方财经网
·
08/28
九毛九2026年中期營收23.91億元,經調整淨利潤7,910.80萬元
公告速递
·
08/28
餐飲概念上揚 海底撈(06862)漲6.49% 機構指餐飲連鎖化已轉向質量深耕
金吾财讯
·
08/26
刀削麪搬上明檔 設定十人板前區 九毛九也入局了
北京商报
·
08/18
九毛九國際控股(09922)擬於8月28日審議2026年中期業績及派息計劃
公告速递
·
08/18
九毛九7月股份變動月報:股本維持不變
公告速递
·
08/06
【券商聚焦】華興證券維持九毛九(09922)持有評級 指太二調改成效顯著
金吾财讯
·
07/30
交銀國際下調九毛九目標價三成,公司Q2太二總門店減少89家
深圳商报·读创
·
07/30
富瑞:下調九毛九(09922)目標價至1.41港元 維持「持有」評級
智通财经
·
07/30
交銀國際:下調九毛九(09922.HK)目標價32%至1.3港元 維持「中性「評級
智通财经
·
07/30
【券商聚焦】交銀國際維持九毛九(09922)中性評級 指太二修復延續 但盈利改善節奏偏緩
金吾财讯
·
07/30
【券商聚焦】國泰海通:大眾品復甦態勢明確,邊際回升可期
金吾财讯
·
07/14
更多
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50,000,较上月无变化。截至2026年8月31日,公司已发行股份总数与上月底一致,均为1,337,583,700股,未有新增发行或注销,也无库藏股变动。截至2026年8月末,九毛九股本总体维持不变。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09922"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664895181","title":"半年關店42家,僅開4家!九毛九「持續瘦身」,旗下太二關店周期收尾","url":"https://stock-news.laohu8.com/highlight/detail?id=2664895181","media":"深圳商报·读创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664895181?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 12:06","pubTimestamp":1788322002,"startTime":"0","endTime":"0","summary":"深圳商报·读创客户端首席记者刘琼餐饮龙头九毛九持续闭店“瘦身”。近日,九毛九(09922.HK)发布的2026中期业绩显示,公司实现营业收入23.9亿元人民币,同比下降13.2%;归母净利润7580.4万元人民币,同比增长24.9%。报告期内,集团仅新开4家餐厅,同时关闭42家门店,截至6月底共有606家餐厅。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609023862618380.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609023862618380.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09922","BK1233","BK1604","BK1591","IE0034224299.USD","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664836805","title":"交銀國際:維持九毛九(09922.HK)「中性」評級 目標價1.30港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664836805","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664836805?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 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20:39","pubTimestamp":1788179960,"startTime":"0","endTime":"0","summary":"近日,九毛九国际控股有限公司(下称“九毛九集团”)公布2026年未经审计综合中期业绩。2026年上半年,九毛九集团继续推进餐厅网络优化及各品牌门店模型迭代。截至2026年6月30日,九毛九集团共拥有573间自营餐厅及33间加盟餐厅,覆盖全球123个城市。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608313860295149.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608313860295149.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1233","BK1589","BK1604","09922","IE0034224299.USD","BK1591"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663044297","title":"《業績》九毛九(09922.HK)中期純利7,580萬人民幣 增長24.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663044297","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663044297?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 22:23","pubTimestamp":1788099780,"startTime":"0","endTime":"0","summary":"九毛九(09922.HK) 公布6月止六个月中期业绩,收入23.91亿人民币(下同),按年下降13.2%。录得纯利7,580万元,增长24.9%,每股盈利6分。不派息。期内,核心经营利润7,911万元,倒退19.4%。过往派息公布日期派息事项派息内容2026/03/27末期业绩股息:港元 0.02002025/08/22中期业绩无派息2025/03/28末期业绩特别股息:港元 0.02002025/03/28末期业绩股息:港元 0.02006月止,集团有573间自营餐厅及33间加盟餐厅。(d)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-28 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200610153928131_s.JPG","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200610153928131_s.JPG"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1541935/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1541935/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","BK1233","UCmain","BK1604","09922","MUCmain","CYB","MCNHmain","BK1591","CNHmain","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663247017","title":"九毛九2026年上半年收入23.91億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2663247017","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663247017?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 23:17","pubTimestamp":1788016646,"startTime":"0","endTime":"0","summary":"8月29日,北京商报记者了解到,九毛九发布截至2026年6月30日止六个月的中期业绩公告。数据显示,九毛九2026年上半年收入23.91亿元,同比下降13.2%;期间溢利7824.3万元,同比增长33.2%;公司权益股东应占期间溢利7580.4万元,2025年同期为6069.1万元。门店规模上,于2026年上半年,九毛九集团新开四家餐厅,包括两家太二餐厅及两家九毛九餐厅。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293859320110.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608293859320110.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1233","IE0034224299.USD","BK1604","09922","BK1591","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662009501","title":"九毛九(09922.HK)公布中期業績 權益股東應占溢利7580.4萬元 按年增長24.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662009501","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662009501?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 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20:26","pubTimestamp":1787920003,"startTime":"0","endTime":"0","summary":"根据公司公告,九毛九在2026年上半年实现营收23.91亿元,同比下降13.2%。经调整净利润为7,910.80万元,同比下降19.4%,核心经营利润率由上年同期的3.6%微降至3.3%。从经营效率看,店铺层面经营利润率为13.2%,较上年同期的11.8%有所提升。在成本端,原材料及耗材支出为8.25亿元,同比下降15.8%,主要受餐厅数量优化影响。员工成本为7.48亿元,同比下降9.7%,但占营收比例有所提升,主要受“鲜活”模式转型后单店员工人数增加所致。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"九毛九2026年中期营收23.91亿元,经调整净利润7,910.80万元","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09922"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662677337","title":"餐飲概念上揚 海底撈(06862)漲6.49% 機構指餐飲連鎖化已轉向質量深耕","url":"https://stock-news.laohu8.com/highlight/detail?id=2662677337","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662677337?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 13:53","pubTimestamp":1787723610,"startTime":"0","endTime":"0","summary":"金吾财讯 | 餐饮概念持续上涨,截至发稿,海底捞(06862)涨6.49%,太兴集团(06811)涨4.17%,味千(中国)(00538)涨1.90%,九毛九(09922)涨1.70%。消息面上,国金证券表示,餐饮连锁化由数量扩张转向质量深耕,以价换量或成行业趋势。中国连锁经营协会发布《2026 上半年连锁餐饮企业发展情况简报》,三成企业主动进行门店网络优化,表明连锁化进程正在从数量扩张迈向质量深耕的新阶段。华龙证券认为当前消费板块估值已处于历史较低位置,已充分反映市场较低预期,后续板块有望迎来估值修复,建议关注成长性较好,估值较低的板块龙头,维持行业“推荐”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989551","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1604","BK1589","LU2488822045.USD","BK1583","06862","BK1132","IE0034224299.USD","BK1547","00538","08496","BK1233","BK1591","09922","BK1577","06811","BK1601"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660498670","title":"刀削麪搬上明檔 設定十人板前區 九毛九也入局了","url":"https://stock-news.laohu8.com/highlight/detail?id=2660498670","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660498670?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 21:59","pubTimestamp":1787061543,"startTime":"0","endTime":"0","summary":"又一连锁餐饮集团试水板前模式。近日,九毛九山西菜试水板前模式,在正餐餐厅中嵌入了一个大约10个座位的板前面食区,客单价在40元左右。眼下餐饮行业板前概念火热,不少品牌扎堆布局该模式,从煲仔饭、涮肉再到麻辣烫等都想来分一杯羹。近期的九毛九国际控股有限公司(以下简称“九毛九”)也在持续调整,除了开出新品牌,主力品牌太二也持续推进门店迭代,试图改变业绩现状。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608183844863194.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608183844863194.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1589","BK1604","09922","BK1233","IE0034224299.USD","BK1591"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101387366","title":"九毛九國際控股(09922)擬於8月28日審議2026年中期業績及派息計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=1101387366","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101387366?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 16:46","pubTimestamp":1787042809,"startTime":"0","endTime":"0","summary":"九毛九国际控股有限公司(09922)8月18日晚间公告称,公司董事会已排定于2026年8月28日(星期五)召开会议,议程包括: \n1. 审议及批准刊发公司及其附属公司截至2026年6月30日止六个月之未经审计综合中期业绩公告; \n2. 讨论及考虑派发中期股息(如有)。\n公告显示,董事会由主席兼执行董事管毅宏、行政总裁兼执行董事何成效、执行董事崔弄宇及苏淡满,以及独立非执行董事唐智晖、朱睿和王晓梅组成。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09922"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105378793","title":"九毛九7月股份變動月報:股本維持不變","url":"https://stock-news.laohu8.com/highlight/detail?id=1105378793","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105378793?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 16:52","pubTimestamp":1786006326,"startTime":"0","endTime":"0","summary":"九毛九国际控股有限公司于2026年8月6日发布截至2026年7月31日的股份变动月报。公告显示,公司本月整体股本未发生实质变动,已发行股份总数依旧为1,337,583,700股。当月不存在新增发行及注销的行为。截至7月31日,九毛九共回购普通股6,738,000股,回购日期为2026年6月15日至7月10日,但上述股份尚未注销,故未影响已发行股份数量。公告同时显示,九毛九确认其已达到香港联交所规定的最低公众持股量要求。本次公告由联席公司秘书苏淡满签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09922"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655882655","title":"【券商聚焦】華興證券維持九毛九(09922)持有評級 指太二調改成效顯著","url":"https://stock-news.laohu8.com/highlight/detail?id=2655882655","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655882655?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 15:13","pubTimestamp":1785395635,"startTime":"0","endTime":"0","summary":"研报核心论据显示,太二品牌1H26已完成340家门店调改,剩余门店预计下半年全部完成。基于怂火锅额外减值、海外利润下滑及外销节奏推迟等因素,华兴证券预计九毛九2026年全年收入同比下降约5%,净利润将更接近1.5亿元人民币的全年利润底线。给予九毛九7倍2027年P/E,下调目标价25%至1.36港元。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987102","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCE","09922","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655825952","title":"交銀國際下調九毛九目標價三成,公司Q2太二總門店減少89家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655825952","media":"深圳商报·读创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655825952?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 14:38","pubTimestamp":1785393485,"startTime":"0","endTime":"0","summary":"近日,交银国际发布研报称,维持九毛九(09922)“中性”评级,目标价下调31.6%至1.3港元。该行表示,以最新的门店数量、调改进程及零售业务拓展节奏,将2026-2028年收入预测下调至50.9-55.5亿元人民币,预计期间归母净利润为1.6-2.9亿元,下调2026-2028年盈利预测3%-12%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607303826633975.html","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607303826633975.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09922"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655231778","title":"富瑞:下調九毛九(09922)目標價至1.41港元 維持「持有」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2655231778","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655231778?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 14:14","pubTimestamp":1785392090,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,富瑞发布研报称,九毛九旗下“太二”在中国的营运改善应能支持利润率恢复,但店铺关闭及其他品牌疲软为收入带来压力,下调九毛九(09922)目标价由1.8港元至1.41港元,维持“持有”评级。该行预期,九毛九上半年销售年度同比跌16.2%至23亿元人民币,净利料为7400万元人民币。富瑞下调公司2026-2028年净利预测4%-19%,分别至1.21亿元人民币、1.73亿元人民币及2.35亿元人民币,以反映2026年闭店的影响及更平缓的利润率恢复轨道。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1473989.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09922","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655499738","title":"交銀國際:下調九毛九(09922.HK)目標價32%至1.3港元 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但盈利改善節奏偏緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2655846388","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655846388?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 09:24","pubTimestamp":1785374653,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指,预计九毛九 2026上半年收入仍将同比降高单位数,主要受到门店数量收缩影响;但受益于太二门店模型调改见效,以及低效门店退出后经营亏损减少,归母净利润有望同比小幅改善。随着门店调改的逐步推进,太二中国内地门店利润率有望进一步修复。然而,太二海外业务仍承压。怂火锅整体表现弱于该机构之前的预期,其2季度同店销售同比下降26.1%,较1季度同比19.9%的降幅进一步扩大,翻台率亦由2.1次降至1.9次。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987077","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPHQ","09922","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651128733","title":"【券商聚焦】國泰海通:大眾品復甦態勢明確,邊際回升可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2651128733","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651128733?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 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国泰海通研究表示,大众品复苏态势明确,短期看4-5月消费高频数据回落叠加交易层面冲击已经得到较充分反应。短期波动不改复苏趋势,考虑到6月及之后低基数+需求端弱复苏,边际回升可期。同时随着油价的下降,PET及棕榈油等原材料价格已经出现明显的边际下降趋势。大众品板块较多优质公司估值已回落至较低区间,底部价值日益凸显。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985773","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1616","09922","LU0594300419.USD","BK1233","09869","LU0348766576.USD","02611","LU0708994859.HKD","09658","00999","BK1589","LU0417516902.SGD","LU0650527681.SGD","BK0028","BK1604","02150","09987","BK0201","BK1588","00520","LU0228659784.USD","LU0823426308.USD","BK1587","00341","BK1547","LU0823426480.USD","LU0310800379.SGD","01405","BK1564","06831","00052","BK1591","LU1267930573.SGD","LU2488822045.USD","SG9999004311.SGD","601211","06862","BK1147","IE0034224299.USD","BK1583","LU0128525929.USD","LU0348767384.USD","IE0009570106.USD","KCE","LU0348825331.USD","BK1577","BK0184","BK0276","BK0183","BK0188"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":1,"totalSize":161,"code":"91000000","status":"200"}]}}