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九毛九2月4日斥资200.26万港元回购93.8万股
Zhi Tong Cai Jing· 2026-02-04 10:54
九毛九(09922)发布公告,于2026年2月4日该公司斥资200.26万港元回购93.8万股,回购价格为每股2.11- 2.16港元。 ...
九毛九(09922)2月4日斥资200.26万港元回购93.8万股
智通财经网· 2026-02-04 10:53
智通财经APP讯,九毛九(09922)发布公告,于2026年2月4日该公司斥资200.26万港元回购93.8万股,回 购价格为每股2.11-2.16港元。 ...
九毛九(09922) - 翌日披露报表
2026-02-04 10:44
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 九毛九国际控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年2月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 09922 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包 ...
2026年第5周:食品饮料行业周度市场观察
艾瑞咨询· 2026-02-04 00:08
Group 1: Canned Food Industry - The State Administration for Market Regulation has released draft recommendations for national standards for canned food to enhance industry standards and applicability [3] - The canned food industry in China is diverse but lacks innovation, particularly in attracting younger consumers, with Fujian province accounting for 36% of national production [3][4] - The industry is upgrading through the development of self-heating foods, high-end products like bird's nest canned food, and customized dining products [3][4] Group 2: New Beverage Trends - The sugar water shop has become a new franchise trend, with brands like Mai Ji Milk and Zhao Ji Chuan Cheng rapidly expanding, but facing challenges such as high costs and low-frequency consumption [5] - The Chinese herbal health water market is experiencing a sales surge due to hot weather, with products like red bean and coix seed water gaining popularity, potentially exceeding a market size of 10 billion yuan [6] - The beverage market is accelerating its health trend, with low-sugar and no-sugar products becoming standard, while traditional giants face declining sales [7] Group 3: Functional and Innovative Products - Vitamin drinks are gaining popularity among young consumers for their health benefits, with sales of Nongfu Spring's water-soluble C100 increasing by 34% year-on-year [9] - The rise of banana-flavored drinks from major brands reflects a growing market potential, leveraging high national recognition and health trends [10] - The global nutrition and health industry is set for a peak in raw material innovation and technological iteration by 2025, with a focus on standardized and stable ingredients [11] Group 4: Market Dynamics and Brand Strategies - The "medicinal food" trend is becoming a significant market, with a projected scale of 370 billion yuan, driven by policy support and technological advancements [12] - The rise of Chinese herbal health water reflects a shift in consumer behavior towards health-conscious products, but the industry faces challenges like exaggerated claims and quality control [14] - The dairy industry is shifting focus from consumer markets to B2B markets, driven by the growth of new consumption formats like tea and coffee [15] Group 5: Brand Developments and Challenges - The beverage brand Commune is preparing for an IPO, aiming to expand its presence while facing challenges like declining same-store sales and rising costs [24] - The acquisition of the beverage brand Dayao by KKR marks a shift towards capitalizing on efficiency over emotional branding, as the brand faces challenges in national expansion [25] - Dongpeng's coffee brand has achieved a market share of 14%, positioning itself among the top three in the ready-to-drink coffee market through a focus on quality and targeted marketing [26]
酸菜鱼失宠
Bei Jing Shang Bao· 2026-02-03 15:49
酸菜鱼赛道迎来市场转向。太二、渝是乎两大酸菜鱼头部品牌正淡化"酸菜鱼"的核心招牌菜地位,鱼你 在一起、姚姚酸菜鱼等连锁品牌也开启品类拓展。此轮集体转型的背后,体现出酸菜鱼品类市场从蓝海 扩张进入红海存量竞争。同时,品类高度同质化、预制菜冲击堂食消费、大单品模式触达增长天花板等 问题叠加,让酸菜鱼企业普遍陷入"僵化",不得不主动求变以提升消费热情。 品类边界全面拓宽 前不久,太二在广州、深圳等核心市场陆续将几家门店升级为"新太二·鲜料川菜",招牌从"太二酸菜 鱼"变更为强调川味属性的新名称。同时,围绕"鲜活"推出全新菜单,在门店承诺活鱼每日到店、牛肉 鲜切现做以及鲜鸡每日送达,强化"鲜活食材"品牌定位。截至2025年12月31日,太二累计落地"鲜活"模 式门店243家,覆盖全国60座核心城市,含6家焕新升级的"新太二·鲜料川菜"门店。 太二的转变仅是酸菜鱼赛道转型浪潮中的缩影之一,越来越多主打酸菜鱼的品牌正弱化这一大单品。北 京商报记者注意到,近期北京多家渝是乎门店已完成品牌升级,将原有的招牌直接简化为"渝是乎·川渝 小炒",彻底抹去"酸菜鱼"字样,视觉体系同步更新,"全是真现炒,炒出山城烟火气"的宣传语占据门 ...
九毛九(09922)2月3日斥资200.06万港元回购96.3万股
Zhi Tong Cai Jing· 2026-02-03 11:24
智通财经APP讯,九毛九(09922)发布公告,于2026年2月3日,该公司斥资200.06万港元回购96.3万股。 ...
九毛九(09922.HK)2月3日耗资200万港元回购96.3万股
Ge Long Hui· 2026-02-03 11:12
格隆汇2月3日丨九毛九(09922.HK)公告,2月3日耗资200万港元回购96.3万股。 ...
九毛九(09922) - 翌日披露报表
2026-02-03 11:06
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 九毛九国际控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年2月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 09922 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發 ...
九毛九(09922.HK)2月2日耗资200.3万港元回购96.1万股
Ge Long Hui· 2026-02-02 11:13
格隆汇2月2日丨九毛九(09922.HK)公告,2月2日耗资200.3万港元回购96.1万股。 ...
九毛九(09922)2月2日斥资200.29万港元回购96.1万股
智通财经网· 2026-02-02 11:12
智通财经APP讯,九毛九(09922)发布公告,于2026年2月2日,该公司斥资200.29万港元回购96.1万股股 份,每股回购价2.06-2.12港元。 ...