Consumer reference 丨 Crissin, who has lost 9 years, has suspended trading

Author:21st Century Economic report Time:2022.09.01

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

The Mid -Autumn Festival is approaching, and Christine is far away.

On September 1, the company announced on the Hong Kong Stock Exchange that due to additional time to complete the management account, the 2022 mid -term performance announcement will be delayed, and it is expected that the mid -term performance will be published around September 6, 2022. At the same time, the stock has been suspended from that day. A month ago, Krissin reappeared after closing the store.

According to Lian Shang.com, in early August, Krissin Shanghai Headquarters said that subway stores will no longer open in the future, and more than 120 stores along the street will resume normal business one after another. "Nearly 90 stores have been opened, and about 30 have not been opened for the time being, but it will be opened one after another." The company said.

Although it is known as the "baking first share" in China, since it was listed, from 2013-2021, Kristein has lost money for 9 consecutive years, and operating income has declined year by year. In 2021, Klissin achieved revenue of 292 million yuan, a year -on -year decrease of 27.7%; the loss was 170 million yuan, an increase of 54.14%year -on -year.

Seeing the sales situation in division, in 2021, its bread and cake sales decreased by 24.8%year -on -year; cake sales decreased by 24.6%year -on -year; other categories including germine, jelly and other sales decreased by 48.6%year -on -year; moon cake sales decreased by 39.6 year -on -year %.

Christine said that the sharp decline in product revenue is related to the large number of stores. From 2013-2021, Krisine stores fell from 1052 to 320. In 2021, Christine closed 55 stores.

Although it has attributed losses in recent years to the "impact of the epidemic", the chaotic corporate governance exists objectively.

In 2017, Luo Tianan, the founder of Klissine, was dismissed by shareholders. The newly appointed Lin Mingtian picked up in two months. In 2018, the new chairman Zhu Yongning was listed by the Shanghai Jing'an District People's Court as a debt -breaking person. In 2020, Luo Tian'an submitted a real -name report to the Hong Kong Stock Exchange, saying that Zhu Yongning obtained equity and voting rights through illegal means ...

When Klissine's "internal consumption", the baking industry changed the world.

Ai Media Consultation data shows that the compound growth rate of baking cakes from 2016-2020 is 11%, and the market size of 2021 exceeds 280 billion yuan. It is expected that the market size of the Chinese bakery industry in 2023 will reach 306.99 billion yuan.

As a result, newcomers come out.

The "Research Report on the Incrementing Scenario of Baking Business" shows that in 2021, the number of investment reached 26 and the investment amount reached 6.14 billion yuan. Driven by capital, new Chinese baking brands such as Mo Mo Simson Bureau and Tiger Tutch Bureau are rapidly popular.

This made Klissine dim.

On September 1, the Shanghai Stock Exchange 80 Index closed at 5953.82 points, a decrease of 1.43%.

agriculture

The average price of pork in the national agricultural wholesale market decreased by 0.3%

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on September 1 was 129.19, an increase of 0.79 points from August 31. The wholesale price index of the "vegetable basket" product was 131.32, an increase of 0.93 points from August 31. As of 14:00 on the 1st, the average price of pork in the national agricultural wholesale market was 29.76 yuan/kg, a decrease of 0.3%from August 31.

National Development and Reform Commission: Increased government pork reserves in September

On September 1st, according to the National Development and Reform Commission, in order to effectively ensure the supply and price of the Mid -Autumn Festival and the National Day holiday pork market, the Price Department of the National Development and Reform Commission instructed the Development and Reform Commission of various places to step up the deployment. It forms a joint force with the national pork reserve work. At present, it is actively preparing to put pork reserves in accordance with the work deployment. In the future, the National Development and Reform Commission will continue to put the central pork reserves in batches with relevant departments, and guide localities to link local pork reserves.

SPPOMA: August 1-31 Malaysia's palm oil single increase increases by 3.06%

On September 1st, according to data from the Southern Peninsula Palm Oil Press Substation Association (SPPOMA), Malaysia's palm oil production increased by 3.06%from August 1st to 31st, 2022, a decrease of 0.61%of the oil output rate and a decrease of 0.15%.

food and drink

Xibei Chairman Jia Guolong: I hope Sibei will be listed in 2026

On September 1, Jia Guolong, the founder of Xibei Catering Group, said at the press conference of his food market that he hoped that Sibei would be listed in 2026. Jia Guolong said that because of the impact of the epidemic in the past three years, Xibei's revenue data was not good. The statements of the report by 2023-2025 were relatively good-looking, and IPOs were prepared in accordance with the requirements of Hong Kong stocks. According to Jia Guolong reporters from the 21st Century Business Herald, Sibei's revenue data in 2020 and 2021 were 5.2 billion yuan and 5.5 billion yuan, respectively.

Lu Zhengyao may launch a new coffee brand

On September 1st, according to the Blue Whale and Tech Planet, Lu Zhengyao was planning a new entrepreneurial project to launch a new coffee brand Cotti Coffee (Kudy Coffee). The Kudy Coffee Brand Manual shows that its related company is Kudy Coffee (Tianjin) Co., Ltd., the core management team comes from large new economic enterprises such as Ruixing Coffee, Shenzhou Car Rental, and Shenzhou special car. In addition, Lu Zhengyao founded the Funxiang -side Correction Company Tongue Technology (Beijing) Co., Ltd. recently applied for registered multiple "Cotti", "Cotti Coffee" trademark. The international classification includes beer drinks and advertising sales. The current state is "trademark application". The cumulative repurchase ratio of Foods reached 1.32%cost 710,900 yuan

On September 1, Gaga Food announced that the company's total repurchase of 15.168 million shares by concentrated bidding as of August 31, 2022, accounting for approximately 1.32%of the company's total share capital, with a maximum transaction price of 6.29 yuan/share. The lowest price is 4.05 yuan/share, and the total transaction amount is 710,900 yuan (including transaction costs).

Bacchus wine: In the first half of the year, the national core terminal outlets reached 25,000

On August 30, in the survey, the drinker said that at present, the company's expenses are implemented according to the plan at the beginning of the year, and the cost will not be increased too much. According to reports, 677 specialty stores were achieved in the first half of the year. The core terminal outlets of the country reached 25,000, and the national market -level market coverage rate reached 72%.

Laibu Group said that it will accelerate the completion of the expansion plan

On September 1, Laibu Group announced to the public that a total of 16 restaurants were opened from July to August, of which 11 were in Laibu and 5. It also revealed that its hot pot brand's revenue in August this year has reached a record high in 6 years, an increase of nearly 25%compared with the same period last year. The Pingbu Group also said that it will accelerate the completion of the expansion plan, and the plan will be added in the second half of the year to add nearly 100 stores. In the first half of the year, Langbu Group opened 21 new stores, including 6 Laibubu and 15. At the same time, the first half of the year closed 37 Naruya restaurants. As of the end of June 2022, Laibu Group has operated a total of 1008 restaurants, including 810 Laibubu and 198.

E -commerce retail

It is rumored that Lazada, a cross -border e -commerce platform under Ali, intends to enter the European market

On September 1st, some media reports that after Alibaba's e -commerce platform Lazada has succeeded in the Southeast Asian market, they will prepare to continue to enter the European market and compete with opponents such as Amazon and German e -commerce ZALANDO. At present, Lazada has 150 million users, and Alibaba hopes that the number of users will double by 2030.

Pinduoduo online cross -border e -commerce platform is called "TEMU"

On September 1st, according to the IT home news, Pinduoduo cross -border seller has been launched in the background. It is reported that the platform is tentatively named "TEMU". The first stop will face the North American market. Sellers of e -commerce platforms and independent stations are currently under investment.

Wal -Mart's Sam Member Store increases the annual fee of membership

On August 31, according to media reports, Wal -Mart's Sam Member Store stated that the annual fee will be increased in the fall of 2022. The annual fees of ordinary members will be increased from $ 45 to $ 50, and the annual fee for high -level (PLUS) members will increase from $ 100 to $ 110. The adjustment of the annual fee will take effect on October 17.

Entertainment game

Chuan Tencent reduced its holdings of 100 billion yuan in stock investment in 2022

On September 1st, according to the media report of the brokerage firm China, two sources said that as a part of the transformation of a major strategy, Tencent proposed a soft goal that this year's reduction of RMB 100 billion in stock investment in listed companies, and the specific situation will depend on the specific situation. Market conditions and internal profit goals. However, people familiar with the matter said that although Tencent is promoting the equity of large Chinese companies such as Meituan, because Meituan's performance is good, Meituan is not a priority to sell stocks.

Tencent 200 million yuan established an enterprise management new company Ma Huateng as the legal representative

According to industry and commerce information, Shenzhen Tencent Zhenyi Enterprise Management Co., Ltd. was established with a registered capital of 200 million yuan. Ma Huateng is a legal representative, chairman and suspected actual controller. Except for services); advertising production; occupational intermediary activities, etc. The company is co -owned by Shenzhen Tengyuan Enterprise Management Partnership (Limited Partnership) and Shenzhen Teng Green Enterprise Management Partnership (Limited Partnership).

Naifei advertising business or launched on November 1st

On September 1st, according to media reports, people familiar with the matter revealed that the streaming giant Nai Fei is considering collecting high advertising costs to the brand on its upcoming advertising support platform. It is reported that the executives of Nai Fei and Microsoft met with some advertisers last week. Microsoft currently provides technical support for advertising platforms to Naiti. Nai Fei hopes to set the charging (CPM) per thousand times to about $ 65. Advertisers said that Naifei's charging standards are much higher than most different streaming platforms. In addition, Nai Fei has issued a notice to them, and the advertising support will be launched on November 1.

Lehua Entertainment or Temporary IPO

On September 1st, according to Sina Finance News, sources close to Lehua Entertainment Management said that in the face of factors such as global inflation and anti -bulling economy and epidemic conditions, the capital market continued to slump, coupled After breaking, after careful consideration, Lehua Entertainment decided to temporarily relieve the IPO of the Hong Kong stocks. Huayi Brothers Injects 50 million yuan in film companies in Foshan

According to industry and commerce information, Huayi Brothers Film (Foshan) Co., Ltd. was established. The legal representative is Wang Zhonglei, with a registered capital of 50 million yuan, and the business scope includes film production, distribution, and screening; film creation services; TV series release, production; cultural and entertainment brokers People services, etc. The equity penetration map shows that the company is wholly -owned by Huayi Brothers Film Co., Ltd., and the latter is wholly -owned by Huayi Brothers Media Co., Ltd.

Sanqi Mutual Entertainment: In the field of VR game, the company is mainly investment

Sanqi Mutual Entertainment said at the performance briefing that the field of VR games is currently just starting in China. Compared with end games and mobile games, it is not yet mature, but overseas markets are more active. Hardware shipments are closely linked. At present, the company mainly focuses on investment, but pays high attention to the development of the entire format, such as the shipments of VR hardware, the improvement of hardware technology, and so on. With the increase of hardware shipments, VR content will gradually improve.

pet

Netease strictly selected the pet sub -brand "Netease Tiancheng"

On September 1, Netease strictly selected the online brand Netease Tiaocheng, focusing on the mid-to-high-end pet market. According to it, it has been launched 8 products. The core cat food goods are priced between 100-300 yuan, which is different from NetEase strict selection Yuanyuan Yuanyuan Yuanyuan There is a more popular pricing range with cat food.

educate

Excellence Education Group's first half of its fiscal year net profit of 5.232 million yuan decreased by 10.35% year -on -year

On September 1, the Hong Kong Stock Excellence Education Group issued a fiscal year 2022. The company achieved operating income of 268 million yuan from January 1, 2022 to June 30, 2022, a year-on-year decrease of 75.51%; net profit attributable to the parent company was 5.232 million yuan, a year-on-year decrease of 10.35%.

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