JIUMAOJIU(09922)

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小鹏汇天回应航展坠机;刘强东谈外卖竞争:不希望变成个人恩怨;爆料称淘宝将在微信内部开设小程序;特斯拉车顶维权女车主胜诉丨邦早报
创业邦· 2025-09-17 00:09
Group 1 - Alibaba is reportedly negotiating with WeChat to allow Taobao to open mini-programs within WeChat for direct transactions, with Taobao offering WeChat Pay without password as a trade-off [3] - A Beijing court ruled in favor of a car owner against Tesla, ordering the company to provide complete driving data from the 30 minutes prior to an accident, emphasizing consumer rights [4][5] - Intel's China chairman Wang Rui is set to retire, marking a planned management transition following the appointment of Wang Zhichong as vice chairman [6] Group 2 - Xiaomi is adjusting the sales structure for its SU7 Ultra model, previously exclusive to Ultra Master, now available to all Xiaomi car sales [8] - The monthly active user count for Doubao has surpassed DeepSeek, leading the AI app rankings in China [9] - JD.com's founder Liu Qiangdong expressed a desire for healthy competition in the food delivery sector, emphasizing the importance of business strategy over personal conflicts [9] Group 3 - ByteDance denied rumors of shutting down its Shanghai studio and laying off 300 employees, clarifying that the studio remains operational [9] - XPeng's eVTOL aircraft experienced an incident at an airshow, but no injuries were reported, and an investigation is underway [9] - Taier's parent company, Jiumaojiu Group, plans to complete the transformation of its fresh fish stores by the end of 2026, aiming to enhance customer experience [11] Group 4 - OpenAI has appointed Mike Liberatore, former CFO of xAI, to oversee its financial operations [11] - AI robotics company Figure completed a Series C funding round exceeding $1 billion, with a post-money valuation of $39 billion [17] - Databricks Ventures has invested in AI and data consulting firm Indicium, aiming to enhance collaboration on advanced AI features [17] Group 5 - The global semiconductor equipment market's top 10 companies generated over $64 billion in revenue in the first half of 2025, reflecting a 24% year-on-year growth [29]
太二酸菜鱼也预制?母公司九毛九市值蒸发500亿
阿尔法工场研究院· 2025-09-17 00:04
Core Viewpoint - The article discusses the controversy surrounding the restaurant chain Tai Er Suancaiyu, which has faced allegations of using pre-prepared ingredients instead of fresh fish, despite marketing itself as serving "live fish" dishes. This has led to a decline in customer trust and a significant drop in the company's stock price and number of operating locations [3][15][19]. Summary by Sections Company Performance - Tai Er Suancaiyu's parent company, Jiumaojiu, reported a decrease in the number of restaurants from 614 to 566 within a year, losing 48 locations [16]. - The company's revenue for the first half of the year was 2.753 billion yuan, a year-on-year decline of 10.14%, with net profit dropping by 16.05% to 60.69 million yuan [19]. - The revenue from Tai Er Suancaiyu specifically was 1.948 billion yuan, down 13.3% compared to the previous year [19]. Customer Experience and Controversy - Reports indicated that only 12% of Tai Er Suancaiyu's 566 locations serve live fish, with most dishes prepared from centrally sourced pre-prepared ingredients [5][11]. - Customers have expressed dissatisfaction with the speed of service, with dishes being served in as little as 6 to 7 minutes, raising doubts about the authenticity of the "live fish" claim [8][10]. - The restaurant's previous reputation as a "queue king" has diminished, with customer feedback highlighting issues such as high prices and small portion sizes [19]. Market Reaction - The stock price of Jiumaojiu has plummeted by 94%, from a peak of 38.7 HKD to just 2.28 HKD, resulting in a market capitalization drop from nearly 54 billion HKD to under 3.2 billion HKD [19][22]. - The company has been removed from the Hong Kong Stock Connect list, indicating further negative market sentiment [22]. Consumer Trust and Industry Implications - The article highlights a growing consumer backlash against perceived dishonesty in the food industry, particularly regarding the use of pre-prepared ingredients marketed as fresh [23][24]. - The controversy reflects broader issues within the restaurant industry, where transparency and authenticity are increasingly demanded by consumers [24].
太二酸菜鱼沈阳门店全关门了!
Zhong Guo Jing Ying Bao· 2025-09-17 00:00
9月16日,有沈阳网友爆料称,原本想尝尝太二酸菜鱼,可是一查却发现,沈阳的太二门店全都关门了。对此,太二酸菜鱼客服回应称属实。 近日,"太二酸菜鱼为何没人吃了"的话题冲上热搜,太二酸菜鱼还被曝出沈阳门店全都关门了。 沈阳太二酸菜鱼被曝已全部闭店 客服:属实 知名餐饮品牌太二酸菜鱼曾经是"排队王",主打"活鱼现做"。但近日有媒体报道,在太二酸菜鱼杭州一门店实测发现,点单7分钟后,三道菜全部上齐。 店员表示,酸菜鱼所用的鱼统一配送,是在门店内现场切片并腌制。 9月16日,记者拨打了太二酸菜鱼的客服热线进行咨询,客服回应称,"鲜活门店"是提供活鱼当天到店现做的,目前在多个城市都有"鲜活门店",不同的 门店的菜单不同,可以通过小程序或者点评等网站具体查询门店菜品。 16日,记者在大众点评上搜索发现,沈阳的太二酸菜鱼门店均显示已经歇业关闭,有的门店电话处于关机状态,有的门店主页已删除联系电话。 | 二酸菜鱼 | | | | | | --- | --- | --- | --- | --- | | 外卖 | 团购 | 商户 | 日日 | 内 △1搜 | | 排序▼ | 筛选▼ | 全城 ▼ | 分类 ▼ | | | 太二酸 ...
7分钟上齐3道菜,太二酸菜鱼客服:鲜活店是活鱼现杀,其余店为每日鲜配鱼柳
Mei Ri Jing Ji Xin Wen· 2025-09-16 13:31
知名餐饮品牌太二酸菜鱼曾经是"排队王",主打"活鱼现做"。但近日 有媒体报道,在太二酸菜鱼杭州一门店实测发现,点单7分钟后,三道菜全部上齐。 店员表示,酸菜鱼所用的鱼统一配送,是在门店内现场切片并腌制。 据极目新闻报道,9月15日,关于"是否均为活鱼现杀""有无使用预制菜"等问题,太二酸菜鱼的客服对此回应称:"店内很多食材是每天新鲜到店现场制作 的,也有一部分食材会在中央厨房进行初步加工。"并强调门店都是明厨亮灶,顾客可以看到制作过程。 上述客服还透露,目前太二酸菜鱼全国营业的"鲜活门店"有68家(数据仅供参考),不同区域和门店情况不同。以杭州为例,目前仅有一家鲜活门店—— 宝龙城店,使用的是活鱼,每日到店后在后厨现杀制作。其他没有升级的门店,用的是每日鲜配到店的鱼柳(即从鱼身侧部切下,去除主骨和大刺的长条 状净鱼肉),然后在后厨切片、腌制后再现场烹饪。 太二酸菜鱼宝龙城店工作人员表示:"杭州暂时仅有我们一家鲜活门店,活鱼当天到店,现杀现片现腌,一般10到15分钟鱼能上桌。"该工作人员表示,处 理过程均在后厨完成,但如果顾客有需求,也可以带客人进去查看活鱼。 另外,据看看新闻Knews报道,太二酸菜鱼的上海某 ...
7分钟上齐3道菜 太二酸菜鱼客服:鲜活店是活鱼现杀 其余店为每日鲜配鱼柳!
Mei Ri Jing Ji Xin Wen· 2025-09-16 13:29
知名餐饮品牌太二酸菜鱼曾经是"排队王",主打"活鱼现做"。但近日有媒体报道,在太二酸菜鱼杭州一门店实测发现,点单7分钟后,三道菜全部上齐。 店员表示,酸菜鱼所用的鱼统一配送,是在门店内现场切片并腌制。 据极目新闻报道,9月15日,关于"是否均为活鱼现杀""有无使用预制菜"等问题,太二酸菜鱼的客服对此回应称:"店内很多食材是每天新鲜到店现场制作 的,也有一部分食材会在中央厨房进行初步加工。"并强调门店都是明厨亮灶,顾客可以看到制作过程。 上述客服还透露,目前太二酸菜鱼全国营业的"鲜活门店"有68家(数据仅供参考),不同区域和门店情况不同。以杭州为例,目前仅有一家鲜活门店—— 宝龙城店,使用的是活鱼,每日到店后在后厨现杀制作。其他没有升级的门店,用的是每日鲜配到店的鱼柳(即从鱼身侧部切下,去除主骨和大刺的长条 状净鱼肉),然后在后厨切片、腌制后再现场烹饪。 太二酸菜鱼宝龙城店工作人员表示:"杭州暂时仅有我们一家鲜活门店,活鱼当天到店,现杀现片现腌,一般10到15分钟鱼能上桌。"该工作人员表示,处 理过程均在后厨完成,但如果顾客有需求,也可以带客人进去查看活鱼。 另外,据看看新闻Knews报道,太二酸菜鱼的上海某鲜 ...
7分钟上齐3道菜,太二酸菜鱼客服:鲜活店是活鱼现杀,其余店为每日鲜配鱼柳!被曝沈阳门店已全部关闭
Mei Ri Jing Ji Xin Wen· 2025-09-16 13:11
Core Viewpoint - The well-known restaurant brand Tai Er Suan Cai Yu is facing challenges with its operational model and customer traffic, leading to a significant reduction in the number of self-operated restaurants and declining revenue [11]. Group 1: Operational Changes - Tai Er Suan Cai Yu has implemented a "5.0 Fresh Model" focusing on fresh ingredients like live fish, fresh chicken, and fresh beef, along with menu upgrades and hardware renovations in stores [11]. - The company has confirmed that only one of its stores in Hangzhou, the Baolong City store, uses live fish, while other locations use pre-prepared fish fillets [1][2]. - Reports indicate that several stores in cities like Hangzhou and Shenyang have closed or are undergoing renovations, with the Shenyang region having no operational stores as of September 1 [4][10][11]. Group 2: Financial Performance - In the first half of the year, Tai Er Suan Cai Yu's parent company, Jiu Mao Jiu, reported a revenue of 2.753 billion yuan, a year-on-year decrease of 10.14%, with a net profit of 60.69 million yuan, down 16.05% [11]. - The revenue from Tai Er Suan Cai Yu specifically was 1.948 billion yuan, reflecting a 13.3% decline, and its contribution to total revenue decreased from 73.4% to 70.8% [11]. - The number of self-operated restaurants decreased from 612 to 547, a reduction of 65 locations, contributing to the decline in same-store sales [11]. Group 3: Market Context - The overall market for Suan Cai Yu restaurants has seen a net decrease of 3,331 locations despite 7,256 new openings, indicating a challenging environment for traditional dining establishments [11]. - The rise of pre-prepared dishes is squeezing the survival space for offline restaurants, impacting customer traffic and sales [11].
太二半年闭店68家,“鲜活现做”又遭质疑
凤凰网财经· 2025-09-16 12:59
Core Viewpoint - The article discusses the challenges faced by the pre-made dish brand, Tai Er Suancaiyu, under the Jiumaojiu Group, highlighting a significant reduction in store numbers and declining operational efficiency [2][3][5]. Group 1: Company Performance - Tai Er Suancaiyu claims to serve "live fish made on-site" but has faced scrutiny regarding its operational practices, with many stores currently closed for renovations [3]. - The number of Tai Er Suancaiyu stores has decreased by 68 in the past six months, indicating a significant contraction within the brand [3]. - The brand's revenue for the first half of 2025 dropped to 1.946 billion yuan, a year-on-year decline of approximately 13.25% from 2.244 billion yuan in 2024 [5]. Group 2: Operational Efficiency - The turnover rate for Tai Er Suancaiyu decreased from 2.7 in 2024 to 2.2 in 2025, indicating fewer customer visits during the same operating hours [4]. - The average customer spending increased slightly from 71 yuan in 2024 to 73 yuan in 2025, but same-store sales fell by 19%, suggesting a decline in customer traffic and changes in dining duration [4]. - The overall performance of Jiumaojiu Group also reflects a downward trend, with a 10.1% decline in revenue to 2.753 billion yuan in the first half of 2025, and a net profit drop of 31.3% to 61 million yuan [7]. Group 3: Strategic Adjustments - Jiumaojiu Group is shifting its focus towards franchise models to reduce operational costs, with 10 self-operated stores converted to franchises [3]. - Despite the challenges, there are signs of improvement, as the same-store daily sales decline has narrowed in the second quarter of 2025 compared to the first quarter, indicating that new store formats and menu optimizations may be starting to yield results [8].
7分钟上齐3道菜!太二酸菜鱼被质疑是预制菜,全国仅12%门店现杀鱼?
Bei Jing Shang Bao· 2025-09-16 07:50
Core Viewpoint - The controversy surrounding Tai Er Sauerkraut Fish's use of pre-prepared ingredients has led to a decline in customer interest, with only 12% of its stores reportedly serving freshly killed fish [1][4]. Group 1: Customer Experience and Operations - A recent test revealed that three dishes at a Tai Er Sauerkraut Fish store were served within 7 minutes, raising questions about the freshness of ingredients [1]. - Store staff confirmed that fish is delivered and sliced on-site, but not all locations use live fish, with only one store in Hangzhou reportedly serving live fish [2]. - The company emphasizes transparency in food preparation, allowing customers to view the cooking process [1]. Group 2: Business Performance - Tai Er Sauerkraut Fish's parent company, Jiumaojiu, reported a revenue of 1.948 billion yuan from Tai Er, a year-on-year decline of 13.3% [4]. - The proportion of revenue from Tai Er decreased from 73.4% to 70.8% in the first half of 2025, attributed to a reduction in the number of self-operated restaurants from 612 to 547 [4]. - The company has introduced a "5.0 Fresh Model" to combat declining sales, focusing on fresh ingredients and upgrading restaurant decor and kitchen operations [4]. Group 3: Historical Context and Brand Positioning - Tai Er Sauerkraut Fish was once considered a leader in the sauerkraut fish segment, achieving a high table turnover rate of 4.8 times per day, comparable to Haidilao [3]. - The brand's strict customer policies, such as not accommodating groups larger than four, contributed to its popularity and operational efficiency during its peak [3]. Group 4: Current Challenges - The current seating rate for Tai Er Sauerkraut Fish is reported to be below 50%, indicating a significant drop in customer engagement [4].
“酸菜鱼界天花板”太二现关店潮,九毛九业绩承压跌出港股通
Yang Zi Wan Bao Wang· 2025-09-15 11:01
Core Viewpoint - The recent closure of multiple locations of the popular restaurant chain Tai Er Suancaiyu indicates a significant decline in performance for the parent company, Jiumaojiu Group, which has seen a drop in revenue and profitability across its brands [1][8][12]. Company Performance - Jiumaojiu Group reported a revenue of 2.753 billion yuan for the first half of the year, a year-on-year decrease of 10.14% [8]. - The net profit attributable to shareholders was 60.69 million yuan, down 16.05% compared to the previous year [8]. - Revenue from Tai Er Suancaiyu specifically was 1.949 billion yuan, reflecting a decline of 13.3% year-on-year, with its contribution to total revenue decreasing from 73.4% to 70.8% [10][11]. Store Closures - A total of 88 restaurants were closed by Jiumaojiu Group in the first half of the year, primarily due to the expiration of lease agreements and underperformance of certain locations [12]. - In Nanjing, 6 out of 10 Tai Er Suancaiyu locations have closed, with the last customer reviews dating back two months [8][10]. Industry Trends - The restaurant industry is experiencing a shift in consumer preferences, which may be impacting the performance of Jiumaojiu Group and its brands [8]. - The group opened only 10 new restaurants in the first half of the year, a significant decrease from 59 openings in the same period last year, indicating a slowdown in expansion efforts [11].
知名餐饮品牌被曝大量闭店,济南也有门店歇业关闭
Sou Hu Cai Jing· 2025-09-14 12:28
Core Insights - The well-known restaurant brand Tai Er Suancaiyu is facing a wave of store closures in multiple cities, raising concerns about its expansion bottleneck or operational adjustments [1] - Despite the closure of one store in Jinan, the remaining four locations continue to see high customer traffic, indicating a mixed market response [2] Group 1: Store Performance - One store in Jinan has closed, while four others remain busy with long queues during peak hours, suggesting a divergence in performance across locations [2] - The atmosphere in the busy stores remains lively, with high seating occupancy and a bustling environment, indicating that the brand still retains a loyal customer base [2] Group 2: Consumer Sentiment - Loyal customers express continued support for the brand, emphasizing the importance of taste and unique dining experience [3] - Some consumers express concerns about potential declines in quality or brand appeal due to the recent closures, although their actual dining experiences remain satisfactory [3] Group 3: Brand Strategy - Tai Er Suancaiyu has launched a significant brand upgrade initiative called "5.0 Fresh Model," focusing on fresh ingredients like live fish, fresh chicken, and fresh beef [4] - The brand's strategy includes renovations of several stores and the introduction of open kitchen concepts to enhance transparency and freshness perception among consumers [5] - This strategic shift aims to address market criticisms regarding the use of pre-prepared dishes and to cater to the growing consumer demand for fresh and healthy dining options [5]