Consumption reference 丨 The first -level market is cold, pet companies are scrambling to go public

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

The development of the pet industry entered the second half.

The activity of the market's funds is declining. According to statistics from State Gold Securities, the domestic pet industry financing volume increased rapidly after 2016. It exceeded 6 billion yuan in 2020, and fell to about 3 billion yuan in 2021. In the first half of 2022, it was 7 less than the same period in 2021. At the beginning, the enthusiasm of investment in the industry declined significantly.

On the one hand, on the one hand, the number of new brands will be reduced by the number of new brands. On the other hand, the existing pet company is also looking for new financing channels, and listing will become a choice.

At present, China Pets, Petty, Yiyi, and Yuanfei Pets have all been listed, while Guobao Pet updates the prospectus (declaration draft) in June. Bei Pet updated the prospectus (declaration draft) in December 2021.

From a fundamental point of view, the pet market is still in the increasing stage.

According to Ai Media Consultation "2022-2023 China's Pet Industry Development and Consumer Research Research Report" prediction, the size of China's pet economy industry will reach 493.6 billion yuan in 2022, a year-on-year increase of 25.2%. Under the promotion of capital, it is expected that China's pet economy industry will reach 811.4 billion yuan in 2025.

According to data from the "White Paper in China's Pet Industry", the consumption amount of single pets will continue to increase. By 2021, it has reached 2216 yuan, and the compound growth rate of single pet consumption in 2017-2021 will be 9.21%, and the compound growth rate of pets will reach 6.46%.

Euromonitor data shows that in 2021, the global pet industry market size was about $ 153.6 billion. Despite the impact of the epidemic, the year -on -year growth rate still reached a new high of ten years.

Chinese companies grow up under this growth rate.

Guojin Securities statistics, in the domestic market, the concentration has declined in the past 10 years. Judging from the distribution of domestic and foreign brands, of the top 15 brand distribution, the share of foreign -funded brands has fallen from 28.8%to 13.9%, and the number of shortlisted one decreases from 7 to 6; The number of shortlisted one was increased from 8 to 9. The influx of hot money in the first -level market is an important driving force.

However, as the first -level market is hot, the listed company has a high probability that it will get initiative.

On September 7, the Shanghai Stock Exchange 80 Index closed at 5826.13 points, a decrease of 0.59%.

agriculture

ANEC: Brazil September soybean export ingredients fell year -on -year

On September 7, the Brazil National Grain Export Merchants Association (ANEC) said that Brazil's soybean exports in September reached 3.916 million tons, which was 4.702 million tons in the same period last year. ; In September, corn exports reached 6.31 million tons, which was 2.546 million tons in the same period last year.

The average price of pork in the national agricultural wholesale market increased by 1.0% from the 6th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on September 7 was 131.28, an increase of 0.33 points from the 6th, and the "vegetable basket" product wholesale price index was 133.74, an increase of 0.39 points from the 6th. As of 14:00 on the 7th, the average price of pork in the national agricultural wholesale market was 30.72 yuan/kg, an increase of 1.0%over the 6th.

Xiangjia Co., Ltd.: In August, live poultry sales revenue of 101 million yuan increased by 82.4% year -on -year

On September 7, Xiangjia issued an announcement that the company sold 3.751 million live poultry in August 2022, with sales revenue of 101 million yuan, and the average sales price was 15.05 yuan/kg. The year -on -year changes were 30.18%, 82.4%, and 39.33%, respectively.

food and drink

Crisin's medium -term revenue decreased by 71% year -on -year

On September 7, Christine released its midterm. In the first half of the year, the company realized income of 46.509 million yuan, a year -on -year decrease of 71.26%; the company's owner should account for 72.514 million yuan, an increase of 6.6%year -on -year.

Panda dairy products: major shareholders, directors and their consistent actors intend to reduce their holdings of no more than 2%of the company's shares

On September 7, Panda Dairy issued an announcement that shareholders, directors Guo Hong and his consistent actor Zhou Wei planned to use a concentrated bidding to reduce holding of the company's shares by 2.5046 million within 6 months after the disclosure of this announcement. Stocks (2%of the company's total share capital ratio). As of the announcement, Guo Hong held 7.6646 million shares of the company, accounting for 6.12%of the company's total share capital; Guo Hong's unanimous actor Zhou Wei held 1.8242 million shares of the company, accounting for 1.45%of the company's total share capital.

Beinmei: The market share in the first half of the year increased by more than 30%

On September 6, Beinmei pointed out in the conference call of the financial report that the channels corresponding to the company's existing products can be said to be omni -channel and global marketing. In terms of market share, from the perspective of the company's own shipments, more than 30%of the first half of the year.

90% of the boxes below the Mid -Autumn Festival below 200 yuan

On September 7, according to the news of Red Star, in June, the four departments such as the National Development and Reform Commission jointly issued an announcement, which clearly required to curb the "sky -high" moon cakes and strengthen the supervision of the moon cake market. According to Wan Jinsong, director of the Price Department of the National Development and Reform Commission, this year's high -priced moon cakes have decreased significantly this year, and the unit price of less than 200 yuan accounted for more than 90%of the boxes, which became the absolute mainstream of consumption. As of July 2022, the number of Chinese moon cake companies has registered 40,478. Qudian Q2 revenue decreased by 74.4% year -on -year

On September 6, Qudian announced the second quarter of 2022. Data show that Q2's Q2 revenue was 105.4 billion yuan (RMB, the same below), a year -on -year decrease of 74.4%year -on -year from the same period last year; the net loss attributable to the company's shareholders was 61.3 million yuan, and the net profit of the same period last year was 269.9 million yuan.

Entertainment game

In the first half of the year, the loss of 21.901 million yuan in the first half of the year

On September 7, the Hong Kong stock mobile game announced the announcement of the 2022 fiscal year. The company realized operating income of 1.233 billion yuan from January 1, 2022 to June 30, 2022, a year-on-year decrease of 43.45%, and its net loss was 21.901 million yuan, which was a year-on-year turnover and loss. The net profit was 394 million yuan in the same period last year.

Lilith: VR and AR are the development trend of the future game industry

On September 6th, according to the SSE, the "2022 Shanghai Game Elite Summit and Shanghai Game Publishing Industry Report Conference" was held in the Shanghai Library. When talking about the development trend of the game industry in the future, Wang Xinwen, CEO of Shanghai Lilith Technology Co., Ltd., believes that it is roughly included in several directions: first in the direction of VR and AR; secondly, the game exploration combined with blockchain technology; The direction of the engine.

Douyin Video Scene Patent Patent Announcement

On September 6, according to the China Patent Announcement Network, Beijing Bit Broken Network Technology Co., Ltd. (now renamed Douyin Vision Co., Ltd.) applied for "a video screening method, device, equipment and storage media" patent announcement Essence Patent abstract shows that this method is applied to the source end of the DLNA shot screen of the Digital Life Network Alliance, including: a screen request to respond to the screen screen in response to the target video, determine the DLNA screen receiving end; obtain the video playback format of the DLNA screen receiving end; The format list determines the playback address of the target video, and push the playback address to the DLNA screen receiving end for the target video to cast the screen.

Skin care

Estee Lauder's business scope adds new alcohol operation

According to the national corporate credit information publicity system, the industrial and commercial changes occurred in Estee Lauder (Shanghai) Business and Trading Co., Ltd., and the business scope of corporate operations adds to the wholesale and retail of pet food and supplies; haircut services; alcohol operations; catering services (branches operation), etc. The company was established in November 2005 with a registered capital of $ 625,000 and was wholly -owned by Estee Lauder International Inc.

Textile clothing

Meibang Clothing received a semi -annual report inquiry letter

On September 7, Meibang Clothing received a semi -annual report letter from the Shenzhen Stock Exchange. The Shenzhen Stock Exchange required the company to combine factors such as the industry status, main business operations and profitability, major customers, sales quantities and amounts of amounts. In the first half of 2022, operating income continued to decline significantly, and the reasons for the large loss of net profit after deduction were except for the impact of the epidemic situation. On the basis of this, it shows whether the company's continuous operating capacity has significant uncertainty. The inquiry letter also required the company to explain the top five arrears and their directors, supervisors, senior management personnel, more than 5%of shareholders, actual controllers, and their consistent actors, with companies, company directors, supervisors, senior managers, 5%of 5%, 5% The above shareholders, actual controllers, and their consistent actors have other relationships or other relationships that may lead to tilt benefits.

furniture

Dio Home Furnishing: The company's existing factory roof distributed photovoltaic project is being promoted in an orderly manner

On September 7, Emperor Home Furnishing stated on the investor interactive platform that in order to achieve carbon reduction and carbon reduction targets, the company carried out the existing factories top distributed photovoltaic project through cooperation with third parties. Essence

Cultural tourism

Temporary control of Shanghai Disneyland Hotel

On September 7th, according to surging news, Shanghai Disneyland Resort told reporters that the reception of the Disease Control Center notified that a tourist who had previously stayed at the Shanghai Disneyland Hotel was traced into the secret of non -local cases. According to the requirements of the Center for Disease Control, all hotel guests and employees need to be managed and routinely sampled in the hotel. Shanghai Disneyland, Disney Town, Star Park and Toy Story Mobilization Hotel is currently operating normally.

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