Volcano Engine launches the Doubao visual understanding model! The leading stock has achieved two consecutive 20CM price increases. An overview of the list of A-share partners for ByteDance's two major engines.
① Volcano Engine released the Doubao visual understanding model. Brokerage Research Reports indicate that in the future, ByteDance may form a hardware product matrix centered around Doubao AI, while the huge volume engine plays a crucial role among various traffic distribution channels. ② A list of A-share listed companies collaborating with Volcano Engine and Huge Volume Engine has been compiled (see attached table).
The WeChat Mini Store has launched a gift-giving feature! The leading stock has risen for eight consecutive days, benefiting listed companies as they organize their actions.
① The WeChat small store has launched a gift-giving feature, Hunan Friendship & Apollo Commercial closed at eight consecutive gains on Friday, Hangzhou Raycloud Technology Co., Ltd and Greenwood Technology both had two consecutive limits, Guangdong Brandmax Marketing had a limit-up of 20%, Shenzhen Sea Star Technology, Beijing Yuanlong Yato Culture Dissemination, and Beijing Quanshi World Online Network Information all had two consecutive gains. ② Brokerage research reports organize the list of WeChat small store concept stocks (attached with stocks). Fu Er Jia interactive platform claims that the WeChat small store has opened a friend transfer function, Shifeng Cultural Development Institutions investigation claims that they have planned to layout WeChat small store.
Why did Xu Xin 'escape' the leisure snack track after three squirrels inc. and bestore co.,ltd. were successively reduced by Jinri Capital?
1. Today, Capital successively reduced its shareholdings in Three Squirrels Inc. and Bestore Co., Ltd., which may be driven not only by their own financial needs but also by the intense competition and slowing growth in the leisure snack industry. 2. Focusing on penetrating the lower-tier market and emphasizing ultimate value for money, traditional snack brands are facing strategic decisions in response to the rise of bulk snack stores.
TikTok platform shows significant growth, three squirrels inc. net profit increased by over 80% in the first half of the year | Interpretations
①The Douyin channel has shown significant growth, and three squirrels inc.'s revenue in the first half of the year increased by 75.39% year-on-year; ②Benefiting from direct sourcing at the source of the nut category, as well as independent supply chain, combined with a decrease in management fee rate, the company's non-GAAP net margin increased by about two percentage points year-on-year.
Net profit for the first quarter is expected to reverse the year-on-year loss. Yuanlong Yatu's subsidiary received 10 million strategic investments from Lehua Entertainment and Alibaba Pictures
① Yuanlong Yatu, which was once fueled by “Bingdun” and “Rong Bao,” expects net profit for the first quarter to reverse the year-on-year loss, achieving revenue of about 600 million yuan, an increase of about 46% over the previous year. ② In an environment where the marketing industry's budget is getting tighter, Yuanlong Yatu turned to the “entertainment industry” and developed artist IP and other collaborations with Lehua Entertainment. The subsidiary Wow Universe recently received the first round of 10 million strategic investments from Lehua Entertainment and Alibaba Pictures.
Is the snack industry entering an era of affordability? Three squirrels, I really want to see a big increase in performance, snacks are very busy, and Zhao Yiming relies on mass sales to change the industry pattern
① At the end of last year, Liangpin Store also announced that it will implement the biggest price reduction in 17 years. The reduced products are mainly concentrated on 300 snacks with a high repurchase rate. The maximum drop was 45%, with an average drop of 22%. ② In 2023, Three Squirrels abandoned the early online business model of franchise stores and replaced them with building a “private brand community snack shop”.