Mixue Ice City is once again pushing for a Hong Kong stock IPO: over 4.5 thousand global stores, sold 7.1 billion cups in nine months, with a valuation of up to 23.333 billion yuan.

① An Analyst pointed out that the slowdown of Mixue Ice City's overseas expansion is due to the relatively complex supply chain and logistics system in overseas markets, requiring more investment and management. With the increase in the number of stores, the challenges of supply chain and logistics are also growing; ② The vast development space in the lower-tier markets has become an important driving force for the stable development of Mixue Ice City.

cls.cnJan 2 18:19

Pickling and curing have failed to reverse the decline: pig prices are not strong during the peak season. Will listed pig companies face a "test"?

Under the background of ample supply, the impact of processed meat on boosting pork prices is limited, as the average profit per pig in December has already shrunk by over a hundred yuan; industry insiders expect that next year's pork prices may be weaker than this year's, and related listed pig companies with lower costs are still guaranteed to make a profit, but companies with high costs may face certain risks of loss.

cls.cnDec 31, 2024 16:31

Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.

The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.

CICC Insights.Dec 30, 2024 08:37

The pig industry is undergoing changes! "Cost reduction" has become the key to success or failure. Are publicly listed pig companies experiencing better-than-expected profit improvements?

Under the dual effect of rising Pork prices and falling costs, the profitability of listed pig farming companies is rapidly improving.

Zhitong FinanceDec 11, 2024 21:21

Pork company sales "sprint": More than 70% of the sales target completion rate exceeds 90%. December may continue to increase volume | Industry news.

① As of the end of November, over 70% of listed pork enterprises have exceeded 90% of their target for livestock output; ② Currently, smallholders and group pig farms are accelerating their output, leading to increased market supply of Pork, with limited strength in Animal Slaughter consumption, resulting in pork prices falling below 8 yuan; ③ The output of live pigs is expected to continue increasing in December.

cls.cnDec 11, 2024 15:39

One week outlook | Fed meeting minutes with October PCE coming! Dell, Meituan performance successively revealed.

On November 28, the US stock market was closed for Thanksgiving, and on November 29, it closed three hours early; China's official manufacturing PMI for November will be announced on Saturday.

Futu NewsNov 24, 2024 18:17 · Exclusive