JIUMAOJIU(09922)

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九毛九授出3128.6万份购股权
Zhi Tong Cai Jing· 2025-09-24 11:06
九毛九(09922)发布公告,于2025年9月24日,公司已根据购股权计划向158名合资格人士授出合共3128.6 万份购股权,以认购本公司合共3128.6万股每股面值0.0000001美元的普通股,占截至本公告日期公司已 发行股本(不包括库存股份)约2.24%。购股权须待承授人接纳后方可作实。 ...
九毛九(09922) - 授出购股权
2025-09-24 10:54
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Jiumaojiu International Holdings Limited 九毛九國際控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:9922) 授出購股權 本公告乃根據香港聯合交易所有限公司證券上市規則(「上市規則」)第17.06A條作 出。 九毛九國際控股有限公司(「本公司」,連同其附屬公司,統稱為「本集團」)董 事(「董事」)會(「董事會」)宣佈,於2025年9月24日(「授出日期」),本公司已根 據本公司於2019年12月6日採納之購股權計劃(「購股權計劃」)向158名合資格 人士(「承授人」)授出合共31,286,000份購股權(「購股權」),以認購本公司合共 31,286,000股每股面值0.0000001美元的普通股(「股份」),佔截至本公告日期本公 司已發行股本(不包括庫存股份)約2.24%。購股權須待承授人接納後方可作實。 購股權的詳情載列如下: 1 : 31,286 ...
只懂教育人的太二酸菜鱼,终于学会讨好消费者了?
3 6 Ke· 2025-09-24 08:48
素来标榜"酸菜比鱼好吃"的太二,终于把重点放到了"鱼"上。 自今年以来,不少消费者发现,"酸菜鱼顶流"太二变了模样,几家门店一改以往黑白漫画的装修风格,采用可视化透明开放厨房的设计,装修色调也更为 柔和明亮;而在菜品方面则增加了热菜小炒,推出"活鱼、鲜鸡、鲜牛肉"三大招牌,可以说是从内向外开启了一场"鲜活升级"。 "鲜活升级"后的太二酸菜鱼菜单。(图/太二酸菜鱼小程序) 天眼查数据显示,广州太二餐饮连锁有限公司创立于2016年,是九毛九连锁餐饮集团的重要成员之一,至今创立刚满十年。 从预制菜争议、不可改辣度到不接待四人以上,太二这十年,是傲娇的十年、是退让的十年,也是被消费者教育的十年。 眼下,太二所采取的一系列升级动作也预示着,在近年多次的"预制菜风波"之后,这个历经十年的连锁餐饮品牌,开始了又一次重要的市场调整。 此前,九毛九品牌负责人在接受智通财经采访时透露,这项"鲜活升级"的计划已经于今年3月份开启,预计到今年年底完成150家门店调改,到2026年完成 所有门店调改升级。在大众点评App上可以看到,目前包括上海、杭州在内的多家太二门店已经显示"商户暂停营业",并配以"即将开业,全新鲜活升 级"的海报字 ...
山姆上架太二酸菜鱼预制菜,九毛九转型寻求新增长
Xi Niu Cai Jing· 2025-09-24 05:48
Group 1 - The core point of the news is that Sam's Club has launched several prepared dishes from Jiu Mao Jiu Group, indicating a significant increase in the company's focus on the retail channel for prepared foods [2] - Jiu Mao Jiu Group's traditional restaurant business is facing challenges, with a reported revenue of 2.753 billion yuan and a net profit of 61 million yuan for the first half of 2025, while the revenue from prepared food sales surged from 54.96 million yuan in the first half of 2024 to 132 million yuan in the first half of 2025, marking a 140% increase [2] - The prepared food segment has become the only rapidly growing area for Jiu Mao Jiu Group amidst declining revenues from its three core brands [2] Group 2 - The brand "Tai Er Sauerkraut Fish," once a dining sensation, has seen its table turnover rate drop from 4.9 times per day in 2019 to 2.2 times per day by mid-2025, with the average customer spending decreasing from 80 yuan to 73 yuan [3] - In response to operational pressures, Jiu Mao Jiu Group is actively seeking transformation by launching the "5.0 Fresh Model" for Tai Er, which includes renovations and the addition of chefs for on-site cooking to enhance food freshness [3] - The rapid development of the prepared food retail business is seen as a critical breakthrough for the group in light of sluggish growth in dine-in services [3]
智通港股通占比异动统计|9月23日
智通财经网· 2025-09-23 00:38
Core Insights - The article highlights significant changes in the stock holdings of various companies in the Hong Kong Stock Connect, with notable increases and decreases in ownership percentages [1][2]. Group 1: Companies with Increased Holdings - Yihua Tong (02402) saw the largest increase in stock holdings, rising by 14.82% to a total holding of 24.14% [2]. - Hong Kong Broadband (01310) experienced a 4.71% increase, bringing its holding to 4.99% [2]. - Dongfang Electric (01072) had a 2.17% increase, resulting in a holding of 39.16% [2]. - Other companies with notable increases include Beijing Machinery (00187) (+1.99%, 53.15%), and East Jiang Environmental Protection (00895) (+1.69%, 43.93%) [2]. Group 2: Companies with Decreased Holdings - Longpan Technology (02465) faced the largest decrease, with a drop of 3.69% to a holding of 47.77% [2]. - Shandong Molong (00568) saw a decrease of 1.44%, resulting in a holding of 53.78% [2]. - Da Zhong Public Utilities (01635) decreased by 1.39%, with a holding of 33.57% [2]. - Other companies with significant decreases include Huahong Semiconductor (01347) (-1.16%, 23.26%) and Jintian Copper (-1.10%, 24.66%) [2]. Group 3: Five-Day Changes in Holdings - Over the last five trading days, Yihua Tong (02402) had the highest increase of 14.99%, maintaining a holding of 24.14% [3]. - Tongyuan Kang Pharmaceutical-B (02410) increased by 7.60%, reaching a holding of 24.20% [3]. - Changfei Optical Fiber (06869) rose by 7.41%, with a holding of 69.80% [3]. - Companies with notable decreases include Shandong Molong (00568) (-3.89%, 53.78%) and Baiguoyuan Group (02411) (-3.55%, 9.28%) [3]. Group 4: Twenty-Day Changes in Holdings - In the last twenty days, Yihua Tong (02402) increased by 14.87%, holding at 24.14% [4]. - Changfei Optical Fiber (06869) saw a rise of 13.73%, maintaining a holding of 69.80% [4]. - Zhongyuan Marine Energy (01138) increased by 12.27%, with a holding of 68.92% [4].
九毛九加码预制菜零售,太二酸菜鱼等上架山姆
Guan Cha Zhe Wang· 2025-09-22 08:17
Core Viewpoint - The ongoing controversy surrounding the "pre-made dishes" market, particularly involving Luo Yonghao and Xibei, has led to increased attention on Jiumaojiu's strategic moves in this sector, especially with its brand Taier's entry into retail channels like Sam's Club [1][8]. Group 1: Jiumaojiu's Product Launches - Jiumaojiu's Taier brand has introduced pre-made dishes, including its signature sour fish, into Sam's Club, with earlier entries dating back to January 2024 [1]. - The company has launched multiple pre-made products this year, including squirrel fish and lamb chops, indicating a strong push into retail channels [3]. - In addition to these, Jiumaojiu has also introduced a Northwest-style marinated beef dish in April, showcasing its commitment to expanding its product offerings in membership-based supermarkets [3]. Group 2: E-commerce and Brand Performance - Taier has expanded its retail presence on e-commerce platforms, offering a variety of products, which has helped it accumulate nearly 160,000 followers on its Tmall flagship store [7]. - The brand's marketing slogan, "sour cabbage is tastier than fish," has significantly contributed to Jiumaojiu's successful IPO, with the company reaching a peak market value of nearly HKD 55 billion in early 2021 [7]. - Despite the popularity of Taier and other core brands, Jiumaojiu has faced challenges, with a reported revenue decline of 10% year-on-year to CNY 2.753 billion in the first half of the year [7]. Group 3: Financial Performance and Market Position - Jiumaojiu's revenue from product sales, including pre-made dishes, has seen a substantial increase of 140% year-on-year, rising from CNY 54.96 million to CNY 132 million, now accounting for 4.8% of total revenue [7]. - The company has been removed from the Hong Kong Stock Connect list, raising concerns about liquidity and investor confidence amid a backdrop of sluggish dine-in business growth [8]. - The rapid growth of the pre-made dish retail business is viewed as a critical opportunity for Jiumaojiu to transform and adapt to market challenges [8].
太二酸菜鱼等多款预制菜在山姆上架
Sou Hu Cai Jing· 2025-09-22 04:26
Core Insights - The core viewpoint of the articles is that Jiumaojiu Group is facing significant revenue pressure, but its prepared food business, particularly the introduction of its Taier sour fish dish into Sam's Club, may provide a new growth opportunity amidst declining sales in its core brands [2][3]. Financial Performance - Jiumaojiu's revenue for the first half of 2025 was 2.753 billion yuan, a year-on-year decrease of 10.1%, with net profit at 61 million yuan, down 16.05% [2]. - Revenue from the core brands, including Taier, Song Hotpot, and Jiumaojiu (Northwest Cuisine), has declined across the board, with Taier sour fish revenue dropping 13.3% to 1.949 billion yuan, accounting for 70.8% of total revenue [2]. - The number of Taier stores decreased from 612 at the end of June 2024 to 547, with a net closure of 65 stores in six months [2]. Growth in Prepared Food Segment - Revenue from product sales surged from 54.96 million yuan to 132 million yuan, marking a 140% year-on-year increase, and its share of total revenue rose from 1.8% to 4.8% [3]. - The introduction of Taier sour fish prepared dishes in Sam's Club is seen as a strategic move to leverage Sam's distribution advantages and expand its consumer base [3]. Market Challenges - The sour fish market has seen a slowdown in expansion, with a net decrease of 3,164 stores over the past year, despite 6,459 new openings [6]. - Taier sour fish's table turnover rate has dropped from 4.9 times per day in 2019 to 2.2 times per day as of mid-2025, indicating challenges in maintaining customer traffic [6]. - The competitive landscape is intensifying, with prepared food options from competitors like Hema and Sam's Club offering lower prices for similar products [6]. Strategic Initiatives - Jiumaojiu Group is focusing on enhancing the dining experience by promoting fresh ingredients and a comfortable environment, with plans to remodel 150 stores by the end of the year and complete all renovations by 2026 [6].
山姆上架太二酸菜鱼预制菜,九毛九4年市值蒸发480亿
21世纪经济报道· 2025-09-21 07:06
Core Viewpoint - The article discusses the challenges faced by Jiumaojiu (09922.HK) and its brand Taier Suancaiyu amid the intensifying competition in the prepared food market, highlighting a significant decline in performance and market value over recent years [1][4][8]. Financial Performance - Jiumaojiu's market value has decreased by over 520 billion HKD (approximately 480 billion RMB), a 94% drop from its peak of nearly 550 billion HKD in early 2021 to just 30 billion HKD by September 2025 [5][8]. - For the first half of 2025, Jiumaojiu reported a revenue of 2.753 billion RMB, a year-on-year decline of 10.1%, and a net profit of 61 million RMB, down 16.05% [7]. - Taier Suancaiyu's revenue for the first half of 2025 was 1.949 billion RMB, a 13.3% decrease, with the number of stores reducing from 612 to 547, marking the first significant closure of stores since 2019 [9][10]. Brand Performance - The three main brands under Jiumaojiu, including Taier Suancaiyu, Song Hotpot, and Jiumaojiu (Northwest Cuisine), have all experienced declines in performance [9]. - Taier Suancaiyu's table turnover rate has dropped from 4.9 times per day in 2019 to 2.2 times per day, with the average customer spending decreasing from 80 RMB to 73 RMB [13]. Market Trends - The article notes a broader trend in the Chinese restaurant industry, with many companies facing similar challenges, including a significant increase in restaurant closures, reaching a closure rate of 61.2% in 2024 [20]. - Despite the challenges, some segments, such as tea beverage brands, have shown strong growth, indicating a shift in consumer preferences [19]. Strategic Adjustments - In response to declining performance, Taier Suancaiyu has initiated a comprehensive overhaul, introducing a new store model focused on fresh ingredients and enhancing customer experience [17]. - The company has also begun selling prepared Taier Suancaiyu dishes through channels like Sam's Club, with sales from this segment increasing by 140% year-on-year [17].
太二酸菜鱼爆改自救,门店上线鲜牛肉、活鱼、鲜鸡
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-21 05:06
Core Viewpoint - The company, Tai Er Suancaiyu, is undergoing significant store renovations to introduce fresh ingredients like beef, live fish, and fresh chicken in response to declining revenues and store closures [1] Group 1: Company Performance - In the first half of 2025, Tai Er Suancaiyu reported revenues of 1.949 billion yuan, a decrease of 13.3% compared to 2.248 billion yuan in the same period last year [1] - The company has closed over 60 stores within the half-year period, indicating a challenging operational environment [1] Group 2: Strategic Changes - The renovations are primarily focused in the southern regions of China, particularly in Guangzhou and Shenzhen, which are the company's main operational areas [1] - Fresh ingredients are prominently displayed in stores with labels indicating "same-day arrival," aiming to attract customers and improve sales [1]
实探山姆超市,九毛九上架太二酸菜鱼等多款预制菜
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-21 05:06
Core Insights - The "pre-made dish war" is intensifying, with Jiumaojiu's Taier Sauerkraut Fish being significantly involved in this competitive landscape [1] - Jiumaojiu's pre-made dish offerings are now available at Sam's Club, indicating a strategic move to capture market share in this growing segment [1] Company Performance - Jiumaojiu reported a revenue of 2.753 billion yuan and a net profit of 61 million yuan for the first half of 2025, with a decline in revenue across its three core brands: Taier Sauerkraut Fish, Song Hot Pot, and Jiumaojiu Northwest Cuisine [1] - Despite the overall decline, the sales revenue from pre-made dishes surged from 54.96 million yuan in the first half of 2024 to 132 million yuan in the first half of 2025, marking a remarkable growth of 140% [1]