02150 NAYUKI
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NAYUKI News
Nayuki Sells Nearly 5 Million Cups of Sugar-Free Drinks One Month After Launch
Nayuki Holdings Boosts Sales With Health-Focused Tea Launch
Naixue's Tea (02150.HK) sold over 3.1 million cups of the "No Added Sugar Fresh Fruit Tea" series.
Nayuki Tea (02150.HK) announced that the group continues to advance its 'health strategy' and officially launched the first 'sugar-free fresh fruit tea' series in the freshly brewed tea beverage industry on October 10. At the same time, the first product of this series, 'sugar-free - Nayuki Black Grape,' was also launched. The group stated that within one month of the launch date, Nayuki Tea stores have sold over 1.8 million cups of 'sugar-free - Nayuki Black Grape' and over 3.1 million cups of the 'sugar-free fresh fruit tea' series, leading to an increase in overall sales of the 'fresh fruit tea' series products. The proportion of 'fresh fruit tea' series products in total beverage sales volume has increased by 16.4 percentage points compared to the same period last year.
Express News | Naixue Tea: The overall sales of the 'Fresh Fruit Tea' series products increased by 16.4 percentage points compared to the same period last year.
Hong Kong stock market anomaly | Dining stocks generally fell in early trading, with the growth rate of dining income in the third quarter falling compared to the previous quarter. Institutions say industry competition is intensifying and differentiating.
Dining stocks fell across the board in the morning session. As of the time of publication, Café de Coral H (09869) fell by 7.01%, to HK$2.92; jiumaojiu (09922) fell by 6.39%, to HK$3.81; xiabuxiabu (00520) fell by 4.35%, to HK$1.1; Cafe de Coral H (00341) fell by 2.86%, to HK$7.47.
Naixue Tea (02150.HK) has over 100 million members, teaming up with the Thailand National Tourism Administration to launch thematic activities.
Nai Xue Tea (02150.HK) collaborates with the Tourism Authority of Thailand to launch the 'helloThailand' themed joint event. Zhang Yufeng, Senior Director of Public Communications for the company, revealed at the event that as of October 30th, Nai Xue Tea has covered more than 230 major cities globally, with over 1,900 stores and a membership exceeding 0.1 billion.
Express News | Member surpassing one billion, Nayuki Tea collaborates with the Tourism Authority of Thailand.
Unafraid of the disturbance of the US election! Hong Kong stocks have started a strong rebound mode, with consumer and financial stocks taking the lead. Which other sectors are expected to rise?
UBS Group stated that the valuation of Chinese stocks is already at a relatively low level. In the case of Trump's victory, the Chinese government may actively increase policy stimulus.
Stock market updates: Hong Kong's dining and alcoholic beverages sector are strong, with Helen's up 16% and zjld up 8%. The Ministry of Commerce will introduce new policies in the consumer sector.
The Hong Kong dining sector showed strong performance in the morning session, with Helen's up by 16.38%, Jiumaojiu up by 14.36%, and Xiabuxiabu up by 9%. The alcoholic beverages sector also strengthened, with ZJLD up by 8%, China Res Beer up by 6%, and Tsingtao Brew up by 4%.
Hong Kong stocks anomaly: domestic demand stocks collectively strengthened, October Caixin services PMI significantly exceeded expectations.
November 5th, Gleme ǀ Hong Kong stock market collectively strengthened in domestic demand stocks, among them, nongfu spring rose more than 8%, Helen of Troy, yum china rose more than 7%, Naixue's Tea rose more than 4%, and Mengniu rose more than 3%. In terms of news, the Caixin services PMI for October, announced this morning, was recorded at 52.0, 1.7 percentage points higher than September, reaching a three-month high and significantly exceeding the market's expected 50.5, indicating a recovery in the service industry. The Caixin China manufacturing PMI for October, previously announced, recorded 50.3, up by 1.0 percentage point, rising back above the critical point. The upward trend in the two major industries is driving the overall Caixin China composite for the month.
Hong Kong stock market anomaly | Dining stocks lead the gains. The Ministry of Commerce stated that new policies will be introduced in the consumer sector. The recovery of consumer confidence may drive the industry's valuation reassessment.
The dining sector led the gains, as of the time of publication, yum china (09987) rose by 7.15%, to 386.4 Hong Kong dollars; Naixue Tea (02150) rose by 3.36%, to 1.54 Hong Kong dollars; DPC Dash (01405) rose by 2.51%, to 65.25 Hong Kong dollars; Jiumaojiu (09922) rose by 2.31%, to 3.55 Hong Kong dollars.
Breaking News | The Ministry of Commerce introduces new consumer policies, and consumer vouchers are being distributed in many places! Hong Kong stocks dining stocks soared in the afternoon, Helen's surged more than 20%.
Peking, tianjin, shanghai, and chongqing will issue dining, cultural tourism, sports, and other service consumption vouchers, and these policy measures will generate a cumulative effect with the Consumer Month activities.
Ministry of Commerce: Will introduce new consumer policies in the consumer sector, Beijing-Tianjin-Hebei-Chongqing will issue consumer vouchers for dining, culture and tourism, sports, etc.
According to internal media reports, Vice Minister of the Ministry of Commerce, Sheng Qiuping, stated that the Ministry of Commerce will work with relevant departments to introduce a new batch of policies in the consumer sector. For example, they will soon study and implement policies to promote the development of the initial launch economy, facilitate high-quality development of the wholesale and retail trade, support the trial construction of modern commercial and trade circulation systems in 20 cities including Shanghai, Tianjin, etc., launch pilot reforms in automobile distribution and consumption, and promote special action plans for healthy consumption. Five cities will also introduce supporting policies. For instance, Shanghai and Guangzhou will introduce policies supporting and incentivizing the first store opening, debut, and exhibition; Beijing, Tianjin, Shanghai, and Chongqing will issue dining, cultural tourism, sports, and other service consumption vouchers.
Goldman Sachs raised the target price of Haidilao (06862.HK) to 15.6 yuan. Zhou Hei Ya (01458.HK) target price was raised to 1.5 yuan.
Goldman Sachs' research report indicates that the recent recovery of mainland dining stocks remains unstable. Under weak consumer sentiment, dining growth slowed in the third quarter, with average retail sales growth at 3%, compared to 8% in the first half of 2024. Representing sales reaching 115% of pre-pandemic levels, as opposed to 122% in the first half of 2024. As we enter the fourth quarter, companies saw a slight improvement during the National Day holiday period, benefiting from the holiday effect, healthy travel flows, and stimulus measures in some provinces and cities. However, sales slowed again after the holiday. The bank points out that due to the weaker-than-expected recovery in the third quarter and sustained weak consumer sentiment, concerns are being raised for 2025.
Express News | Heytea responds to tax arrears: Tax arrears information is misinformation and has been reported to the tax authorities.
Meituan (03690.HK) launches drone delivery route at Futian Port, with the fastest pick-up time of 10 minutes after ordering.
According to local media reports, Meituan-W (03690.HK) launched a drone route at Futian Port today (23rd), which is the first regular drone delivery route set in the port area of mainland China. It is introduced that residents traveling daily between Hong Kong and Shenzhen can pre-order takeout or enjoy 'airdrop' services near the port once the relevant route is opened, and they can pick up their orders at the landing point in as fast as 10 minutes after placing the order. The report also mentioned that dining brands currently offering drone delivery services include KFC, Nayuki Tea, and 7-11 convenience stores.
Hong Kong stocks morning report on October 21: International gold prices continue to hit new highs, with multiple brokerages participating in convenient business swaps.
1. International gold prices continue to hit new highs. 2. The China Securities Regulatory Commission held a special symposium to further comprehensively deepen the reform of capital markets. 3. The detailed rules for the 500 billion swap convenience operation are released: the pledge rate does not exceed 90%, and the replenishment line is set at no less than 75%. 4. The budget deficit for the usa fiscal year 2024 exceeded 1.8 trillion US dollars.
Nayuki Holdings' Total Stores Decrease by 66 in Q3
Nayuki Holdings Optimizes Store Strategy for Growth
Express News | Naixue Tea: In the third quarter, the group opened 23 new self-operated stores and closed 89.
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