Drinks and Dairy Products
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Dongpeng Beverage is expected to earn over 3 billion yuan last year. Is the "dependency on flagship products" alleviated? | Interpretations
① Dongpeng Beverage expects its net income in 2024 to increase by at least over 50% year-on-year, reaching 3.15 billion yuan, which will be a new high since its listing in 2021. ② According to a reporter from the Financial Association, the revenue share of the company's core L product "Dongpeng Special Drink" fell below 90% for the first time in Q1 2024.
Xiangpiaopiao Food is seeking new growth through offline sales of milk tea, and its stock price has already achieved two consecutive increases.| First-line
Analysts have pointed out that the integration of online and offline operations, achieving resource and advantage complementarity, has become an inevitable trend for the future development of the fast-moving consumer goods Industry in China. Considering the significant differences in the business models of "pre-packaged products" and "tea beverage shops," Xiangpiaopiao Food currently has no plans to open tea beverage chain stores. The customized small package Meco, such as fresh fruit tea, has been launched in the Wancheng Group system.
CVC under Yili raised a seed Fund in Anhui to invest in food science start-ups.
① Yili stated that the establishment of the Anhui Jianling Seed Fund aims to seek investment opportunities in early-stage innovative enterprises in the health food sector. ② The Anhui Jianling Seed Fund will invest no less than 70% of the total investment amount in small and medium-sized technology innovative enterprises in the startup phase.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
The expansion pace of the stores has slowed down. zhejiang yiming food's number of stores decreased by 56 in the first three quarters. | interpretations
1. Zhejiang Yiming Food had 2,002 operating stores in Q3, compared to 2,058 at the beginning of the period, with stores mainly located in the East China region. 2. The number of direct-operated and franchised stores fluctuated. In Q3, the gross margin of direct-operated stores was 54.5%, while the gross margin of franchised stores was 21.14%. 3. The company's revenue increased by 5.39% year-on-year in the first three quarters, and net income increased by 4.13% year-on-year.
xianpiao food general manager resigned less than a year after taking office, previously received 5% stake transfer from the controlling shareholder|Quick reading announcement
①Yang Dongyun resigned, and the position of general manager once again returned to the hands of the actual controller; ②With experience in managing a fast-moving consumer goods giant, Yang Dongyun was once highly anticipated from multiple parties; ③Obtained 5% of the shares transferred by the actual controller, bearing the heavy responsibility of leading the company's transformation; ④The performance in the first half of the year was mediocre, and the road to company transformation is still long and arduous.
A-share frenzy triggers a wave of cashing out: Executives and shareholders are busy "pocketing" in the past 5 trading days, with more than 200 companies disclosing shareholding reductions| Quick Read Announcement
1. In the past 5 trading days, over 200 listed companies have disclosed their shareholders' shareholding plans or progress, with many significant reductions and cases of complete sell-offs. 2. Executive shareholding has become an important part of this wave of shareholding reductions, on the evening of the 8th, multiple executives from Li Ziyuan and Sichuan Furong Technology announced collective shareholding reductions. 3. Agreement transfer has become an emerging method of shareholding reduction, recently, shareholders of Huafu Fashion and Yijiahe Technology have both chosen agreement transfer for their shareholding reductions.
Dongpeng Beverage: Tianjin base construction + channel expansion go hand in hand, gradually increasing market share in the northern region | Focus on earnings conference
Dongpeng Beverage's "northward" progress has attracted attention, the company said it is actively promoting the construction of the tianjin production base. The company mentioned that it will gradually increase its market share in the northern market by continuously improving the distribution system, deepening channel expansion, enhancing consumer stickiness, and achieving sales conversion.
Dongpeng Beverage's performance in the first half of the year reached the upper limit of the forecast, intending to distribute a mid-term cash dividend of approximately 1 billion yuan. Interpretations
In the first half of the year, Dongpeng Beverage's revenue and net income increased by over 40% year-on-year, with net income reaching the upper limit of the previous forecast. The company plans to distribute a cash dividend of 25 yuan for every 10 shares.
Bright Dairy & Food increased capital by 0.185 billion New Zealand dollars to continue to "underpin" the debt subsidiary. | Speed reading announcement
① Subsidiary New Latte plans to issue 0.308 billion shares to Bright Dairy & Food Holding Ltd at a price of 0.6 New Zealand dollars/share for a total financing of 0.185 billion New Zealand dollars. ② New Latte is doing this to repay its due debt. ③ Two months ago, Bright Dairy & Food provided a RMB loan of 0.561 billion to New Latte for the same purpose.
Due to decreased demand for hedging cheese through cost-cutting measures, Shanghai Milkground Food Tech's net profit is expected to more than double in the first half of the year. | Speedy announcement
Shanghai Milkground Food Tech is expected to have a net income of 65 million-90 million yuan in the first half of the year, an increase of 128%-215% year-on-year; The main reason is the decrease in raw material procurement costs, and the company is actively promoting various cost-reduction and efficiency-increasing measures; In June of this year, Shanghai Milkground Food Tech acquired Mengniu Cheese, and the company believes that this merger can enhance profitability.
Can MENGNIU's cheese be revitalized as the 'top market leader' with its delayed integration after being renamed 'Miaoke'? | Quick Announcement Reading
1. Shanghai Milkground Food Tech plans to acquire 100% equity of Mengniu Cheese held by the controlling shareholder for CNY 448 million. 2. This acquisition is to fulfill the commitment to avoid competition in the same industry, which was previously postponed for one year. 3. The cheese revenue of Shanghai Milkground Food Tech will decline in 2023, and Mengniu Cheese is in deficit.
Institutional adjustments surfaced in the second quarter: Zhang Kun increased Yili shares, Zhu Shaoxing, Ge Lan and others reduced their holdings in pharmaceutical stocks, and Goldman Sachs increased their positions in small-cap stocks
① Since the second quarter, Zhang Kun has increased his holdings of Yili shares, and Zhu Shaoxing, Ge Lan, and Wu Xingwu have all reduced their holdings of pharmaceutical stocks; ② Fu Pengbo has withdrawn from Tongwei shares and the top ten shareholders of Xinzhoubang, both shares have fallen by more than 60%; ③ Goldman Sachs has added 3 new top ten small-cap shareholders, leading domestic brokerage firms and several 10 billion private equity position adjustments.
Dongpeng Drinks responds to concerns about holdings reduction, and the new product “Dongpeng Replenish Water” rises to prominence | Direct hit on performance
① Dongpeng Beverage executives said at today's results conference that Dongpeng Water Replenishment has a trend of becoming the company's second most popular product; ② The company has now built and put into operation nine major production bases, increasing its annual design capacity to 3.35 million tons.
In less than 3 days, sales in the live broadcast room plummeted by more than 90%. After the “Sarcastic Day” incident, Xiang Piaopiao set up a marketing company
① According to Feigua data, the sales volume on May 8 was 10,000 yuan - 25,000 yuan. ② Financial reports show that Xiang Piaopiao's sales expenses in 2023 hit a four-year high, reaching 860 million yuan, an increase of 53.42% over the previous year; the sales expenses rate rose to 23.73%.
Anti-nuclear sewage discharge, CEO airborne live broadcast room... Xiang Piaopiao floated on popular “unpopular” products suddenly became popular
① The stock price of Xiang Piaopiao, which became a hot search due to anti-nuclear sewage discharge, rose and stopped today; ② What is popular on the list is the company's unpopular product, juice tea. Currently, the peak sales season for this product is approaching; ③ Including Japan, Xiang Piaopiao accounts for less than 1% of overseas revenue.
What signals did the dairy industry release in Document No. 1? “Improving standards and promoting consumption” has become the key word
Currently, the domestic dairy market is undergoing a transition period from room temperature milk to low temperature milk, and low temperature milk has become a new competitive arena for dairy companies. On February 3, Xinhua News Agency was authorized to issue “Opinions of the CPC Central Committee and the State Council on Studying and Using the Experience of the “Thousand Villages Demonstration, Ten Thousand Villages Remediation” project to effectively promote comprehensive rural revitalization. “Improving standards and promoting fresh milk consumption” became the key word for the 2024 dairy industry.
Zhu Like, Chairman of Yiming Foods: The focus of this year's work is to open a store, and the store is expected to double in the next three years|Head of TheOne
① The current focus is on “opening stores”, and the plan is to increase the net number of stores by 800 in 2024 and make a breakthrough in central China; ② direct-run stores are used to build brand awareness and optimize the store structure. After the model matures, the main focus is on franchise store expansion; ③ the company's current production capacity can support 6,600 stores, and the future will start new production.
Raw material prices fall, gross margin increases, Panda Dairy's net profit doubles in 2023 to develop beverage and condiment series
① Expected net profit of 100 million yuan to 110 million yuan in 2023, a year-on-year increase of 89.11%-105.96% ② Prices of main raw materials have declined, and the gross margin of the company's products has increased ③ The company plans to use the capital raised to develop a series of beverages and condiment products in Shandong