半年关店42家，仅开4家！九毛九“持续瘦身”，旗下太二关店周期收尾

深圳商报·读创09-02

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。　　截至2026年上半年底，旗下品牌中，太二有477家门店，较上年同期566家...

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Jiu Mao Jiu continues to downsize, and its Tai Er store closure cycle is coming to an end.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09922":1.5},"content_text":"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。　　截至2026年上半年底，旗下品牌中，太二有477家门店，较上年同期566家减少15.72%，净减少89家；怂火锅由上年同期的76家减至54家，九毛九从68家减至61家。关于闭店原因，九毛九在中期业绩报告中表示，主要由于相关租赁协议届满后终止，及部分餐厅的表现未达理想。　　作为九毛九旗下核心品牌，太二上半年收入17.95亿元，同比下降7.76%。不过，太二的翻座率及翻台率有所增加。公司表示，主要由于升级至“鲜活”模式餐厅的出色表现及餐厅网络优化。　　太二门店数量曾“一路高歌”。公开数据显示，2022年底到2024年底，太二门店总量分别为450家、578家、634家，三年间经历了快速扩张；此后进入萎缩期，从2024年底到2026年6月末，一年半时间，太二门店从634家降至477家，净减少157家。　　8月31日，九毛九举办2026年上半年业绩说明会。会上，九毛九方面表示，2026年上半年集团主动调整业务策略、持续优化餐厅网络，加速各品牌门店模型迭代升级。截至2026年8月底，太二新模型店已累计落地351家。2026年上半年，太二内地同店销售额同比增长7.4%，翻台率由2025年同期3.1次/天提升至3.5次/天。　　招商证券（香港）黄铭谦表示，九毛九主品牌太二调改已见成效，店铺层面经营利润同比转正，门店经营利润率持续提升，复苏逻辑验证，品牌大规模主动闭店周期已基本结束，后续零星闭店将主要来自租约到期或物业条件变化，关店拖累将逐渐消散。　　国信证券研报认为，该公司核心品牌经营分化。太二“鲜活”升级同店转正，怂火锅及九毛九仍处调整期。公司主动闭店预计渐入尾声，太二同店转正验证品牌韧性，建议关注后续怂火锅及九毛九品牌经营拐点信号。（文章来源：深圳商报·读创）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2664895181","isCrawlerRequest":true}