Consumption reference 丨 The second batch of central pork reserves will be put on, and pork stocks will still rise

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

The market is very optimistic about "Qian Jing" of pig companies.

On September 13th, according to the National Development and Reform Commission, it will be launched this year's second batch of central pork reserves this week. In the next step, the National Development and Reform Commission will continue to pay close attention to the supply and demand and price situation of the pig market with relevant departments, actively organize the adjustment of pork reserves, and further increase the launch when necessary.

Earlier on September 6, the National Development and Reform Commission stated that in order to effectively ensure the supply and price of the festivals such as the Mid -Autumn Festival and National Day, the first batch of central frozen pork reserves will be put in conjunction with relevant departments. According to the notice issued by Hua Chu.com, the central reserves of frozen pork out of the central reserves on September 8, and the outbuilding bidding transaction was listed at 37,700 tons.

Rao is so. As of the close on September 13, the pork (885573) sector rose 2.23%. Reton more than 3%.

There is expected supply and demand expectations behind it. Western Securities pointed out that on September 8th, the government began to have plans to store central frozen meat reserves. In the short term, it will alleviate the contradiction between supply and demand of pork, but it is difficult to change the pattern of pork supply and demand. Pig prices in September to December are expected to remain high.

A lot of monitoring data of pigs show that on September 13, the average price of ternary pigs in the country was 23.51 yuan/kg, an increase of 0.09 yuan/kg from the previous day. The Mid -Autumn Festival has risen three days in a row, and the cumulative increased by 0.31 yuan/kg. According to the monitoring data of China Raising Network, on September 13, the price of pigs (three yuan) was off -the -aged price of 23.65 yuan/kg, an increase of 0.05 yuan/kg over the previous day, an increase of 84.48%year -on -year, and a month -on -month increase of 9.64%.

In fact, listed pig companies have ushered in a wave of climax. The announcement shows that in August, Makiyuan, Wen's, new hope, Aunong Biology, and Dabei Nong sold 4.887 million pigs, 1.504 million, 943,000, 484,000, and 340,000 heads, respectively. , 0.05%, 12.68%, 25.9%; the first four increased by 89.93%, 14.76%, 20.92%, and 126.64%year -on -year.

However, some pig companies suppressed the rhythm of the column. Zhengbang Technology, Tianbang Co., Ltd., Tangren, Jin Xinnong, Dongrui, and Zhenghong Technology in August decreased by 30.48%, 3.01%, 5.49%, 1.27%, 16.15%, and 34.48%.

But in general, with the establishment of the regulatory framework, pig companies have farewell to high -haired fantasy.

"The price of pigs has soared again. We are now taking care of costs and practical operations."

On September 13, the Shanghai Stock Exchange 80 Index closed at 5929.74 points, an increase of 0.08%.

agriculture

From January to August

On September 13th, according to the China Feed Industry Association, according to data calculation of sample companies, in August 2022, the national industrial feed output was 26.35 million tons, an increase of 7.2%month -on -month, and a decrease of 6.7%year -on -year. From the perspective of varieties, pig feed output was 10.67 million tons, an increase of 8.5%month -on -month, a year -on -year decrease of 11.2%; from January to August 2022, the total industrial feed output of the country was 18.746 million tons, a year -on -year decrease of 5.0%.

Muyuan shares: Non -public issuance of A -share shares applications to obtain review and approved by the CSRC's issuance review committee

On September 13, Muyuan shares issued an announcement that the China Securities Regulatory Commission's issuance and review committee shall review the application of Muyuan Food Co., Ltd.'s non -public issuance shares. According to the results of the meeting, the company's application for non -public issuance shares was approved and approved.

China Starch: In the first half of the year, the company's owner should take advantage of 262 million yuan

On September 13, China Starch issued an announcement that the company achieved revenue of 5.814 billion yuan in the first half of the year, with 5.699 billion yuan in the same period last year.

food and drink

Yuyuan Co., Ltd.: Subsidon Hainan Yuzhu completed the transfer of 8%of the transfer of gold album wine

On September 13, Yuyuan shares issued an announcement that 8%of the Jinhui wine transferred to Gansu Yatt has completed the transfer procedures. According to previous disclosure, Henan Yuzhu, Hainan Hainan, the Yuyuan and wholly -owned subsidiaries, plans to sell 65.9438 million shares of Jinhui wine by the price of 29.38 yuan/share, accounting for 13%of the total shares of the Jinhui wine, and the total transaction price The model is about 1.937 billion yuan.

Tongqing Building: In the year of the prefabricated cuisine store in the year, there will be 120 stores in the store

Tongqinglou stated at the 2022 semi -annual performance briefing that the prefabricated dishes are fully launched online and offline, focusing on the sales model of the store in the store in the large -scale chain supermarkets such as Anhui, Jiangsu and Su Guo, Dayunfa, Yonghui, etc. There are 80 stores in the joint venture store, with 120 annuals.

Xi'an Diet: Signing a strategic cooperation framework agreement with Fengfeng Kitchen Food Co., Ltd.

On September 13th, Xi'an Diet issued an announcement. Recently, in order to establish long -term, stable, and good cooperative relations with Fengfeng Kitchen (Xingping) Food Co., Ltd., in accordance with national laws, regulations, and industry supervision and management agencies The principles of mutual benefit and trustworthiness are signed the "Strategic Cooperation Framework Agreement" with the goal of common development and long -term cooperation.

Lehui International: In early August, the company entered Haidilao Shanghai 5th Family Store on September 13th. Lehui International stated on the investor interactive platform that after entering 5 stores in Haidilao Shanghai in early August, the company achieved a good sales effect. On this basis, the second batch of entry work has been completed and plans to enter the second city outside Shanghai.

Burger King will invest $ 400 million for advertising and American restaurant equipment upgrade

On September 10, according to media news, the Burger King announced at the annual franchisee conference held at Las Vegas on September 9th local time that it will invest $ 400 million in the next two years for US advertising and restaurant decoration. According to the plan, the Burger King will invest US $ 120 million to increase the advertising budget by 30%, $ 200 million for about 800 branches, and $ 50 million to upgrade the technology, kitchen equipment and buildings of about 3,000 restaurants, 30 million yuan The dollar is used to improve mobile applications. The company expects the investment to reduce the income per share in 2023 and 2024, which will be rewarded from 2025.

Mixue Bingcheng A -share IPO completes counseling

On September 9th, the official website of the China Securities Regulatory Commission disclosed that Guangfa Securities "Regarding the first public offering of stocks and listing counseling of Mixue Bingcheng Co., Ltd.". After counseling, Guangfa Securities believes that Mixue Bingcheng has the corporate governance structure, accounting basic work, and internal control system that the listed company should be. Mixue Bingcheng Co., Ltd. was established in April 2008 with a registered capital of 360 million yuan. In September 2021, Mixue Bingcheng counseled in the Henan Securities Regulatory Bureau, and plans to openly issue shares and listing in the A -share market for the first time, and accept the counseling of Guangfa Securities.

It is rumored that Saudi sovereign wealth fund leads the bidding Starbucks business right

On September 9th, according to the Financial Press, according to people familiar with the matter, the Saudi Arabia sovereign wealth fund is currently leading the a few equity of the Star Bark's right to operate the Star Bark of the Kuwait Enterprise Group. It is reported that Alshaya once stated that their valuation of the business was $ 15 billion, but the potential buyer's expected quotation was nearly $ 11 billion.

Jiahe Food: In the expansion of frozen -dried coffee production line

Jiahe Food said in the recent investigation that Ruixing is a very important customer of the company, and the company has cooperated with Ruixing for many years. The most important product is the company's frozen -dried coffee. The company is also expanding the production line of frozen -dried coffee to meet the needs of customers such as Ruixing and Lian Coffee for fine -soluble coffee.

Food prices in New Zealand increased by 8.3% year -on -year

On September 13, according to CCTV News, data released by the New Zealand Statistics Bureau showed that compared with August 2021, New Zealand's food prices in August 2022 rose 8.3%, the largest increase since July 2009.

E -commerce retail

Hou Yi stepped down as chairman, general manager, and legal representative

On September 8th, industrial and commercial information showed that there was a change in industrial and commerce in Wuhan Hema Network Technology Co., Ltd., and Hou Yi, the founder and CEO of Hema Xiansheng, withdrew from the legal representative, chairman and general manager, and Mei Xiang took over as executive director and general manager. Wuhan Hema Network Technology Co., Ltd. was established in June 2018 with a registered capital of 50 million US dollars.

Daily fresh response to the user balance zero: system server failure is recovering

On September 13, the daily pages of all product information appeared in the daily fresh app, and the user balance was displayed as 0. In this regard, daily fresh response: There are some failures in the system server, and the staff is currently recovering. In addition, industrial and commercial information shows that recently, the industrial and commercial changes have occurred in Guangzhou Daily Youxian E -Commerce Co., Ltd. Yao Yingwu stepped down as the legal representative, executive director, and manager.

Courier logistics

State Post Office: More than 1.7 billion pieces of express delivery packages in the Mid -Autumn Festival holiday

On September 13, the State Post Bureau monitoring data showed that during the mid -autumn holiday of 2022 (September 10th to 12th), the national postal express industry was generally safe, stable and orderly to collect 852 million courier parcels, and 2021 Mid -Autumn Festival in 2021 Mid -Autumn Festival The holiday increased by 0.24%, and the daily unique income increased by 24.8%compared with the Mid -Autumn Festival holiday in 2020. The delivery of courier parcels of 931 million pieces increased by 0.11%compared with the Mid -Autumn Festival holiday in 2021. The average daily delivery volume increased by 37.9%compared with the Mid -Autumn Festival holiday in 2020.

Entertainment game

It is rumored that Warner Bros. Explore the company's layoffs of hundreds of people

On September 12, according to media sources, people familiar with the matter said that the Warner Bros. explored the company to start a new round of layoffs on Tuesday, local time, and the company's business department may leave. It is expected that in the next few weeks, the advertising sales team after Warner Media and the Exploration Channel will be reduced by about 30%. After the merger, the Warner Bros. explores about 40,000 employees, about 10,000 in the exploration channel, and a total of 30,000 people in Warner Media.

Instagram short video project is frustrated

On September 13th, according to media reports, an internal file of Meta showed that its social platform Instagram users spent 17.6 million hours a day to watch reels forms. Essence The document was published inside Meta in August. The document mentioned that about 11 million creators in the United States on the platform, but only about 20.7%of them posted posts on the platform each month. Douyin and overseas version of TIKTOK global gold suction or over 306 million US dollars

On September 13th, information data of the Sensor Tower Store showed that Douyin and overseas version of Tiktok in August 2022 in the global App Store and Google Play attracted more than US $ 306 million, which was 1.8 times the same period last year. The global mobile application (non -game) The revenue chart champion. Among them, about 47.2%of the revenue came from the Chinese version of Douyin; the US market ranked second and contributed 16.5%of its revenue; the Japanese market ranked third, accounting for 4.2%. Youtube ranked second in the list with nearly $ 133 million in revenue, an increase of 31.2%compared to the same period last year. The top five applications on the list are Google One, Tinder, and Disney+.

Fist game: cooperation with Mercedes-Benz in the field of League of Legends e-sports event extended to 2025

On September 13th, according to the micro-news of the fist game officer, the cooperation between Mercedes-Benz and fist games in the field of League of Legends e-sports event has been extended to 2025. In the next three years, Mercedes-Benz and fist games It will continue to maintain cooperation in the field of League of Legends e -sports events.

Nintendo's new work "Sprra 3" becomes Switch's best -selling game in Japan

On September 13th, according to media news, Nintendo announced that within 3 days after the release on September 9, the third -person shooting game "Splatoon 3" (Splatoon 3) sold more than 3.45 million in Japan, surpassing 2020 sale in 2020 "Collection! Animal Crossing: New Horizons has become the best -selling game in Japan in the history of Nintendo Switch.

Visual China has become one of the first entry institutions of the National Cultural Big Data Trading Center

On September 13, according to the visual Chinese official micro -news, recently, the National Cultural Big Data Trading Center was launched in trial operation. Visual China was one of the first batch of entry institutions.

Ali Sound Barrage Patent authorized

On September 9, China Patent announced the announcement website that the patent of Alibaba Group Holdings Co., Ltd. "Application Method, Device, Equipment, and Readable Storage Media" was authorized. Patent abstract shows that this patent generates the corresponding target sound barrage based on the user sound data received during the current video playback process, and shows the corresponding sound barrage waveform in the video playback window. According to the receiving sound barrage playback instructions Play.

Textile clothing

Demand during the peak season, the profit of the cotton spinning industry chain will be transmitted downstream

On September 13th, according to Zhuochuang Information, in the short term, as the traditional peak season of the "Golden Nine Silver Ten" comes, although the order may not be as expected year -on -year, the marginal margin of cotton gauze will continue to improve, and it is expected to form positive feedback on the industrial chain. However, the feedback of the raw materials cannot be underestimated. At present, companies generally wait and see, waiting for the new cotton to be listed. Under the influence of the factors such as low -level cotton markets, high -level inventory, and machine -added cotton -opening scale, the probability of new cotton costs decreased by the year -on -year decline, and the profit of the cotton spinning industry chain will continue to be transmitted downstream.

Cultural tourism

A total of 67.35 million passengers were sent nationwide during the Mid -Autumn Festival holiday

On September 13th, according to the Ministry of Transport, from September 10th to 12th (Mid -Autumn Festival holiday), a total of 67.35 million passengers were sent across the country, a decrease of 37.4%from the same period of 2021 (Mid -Autumn Festival holiday). Among them, 48.76 million passengers were sent by the road, a decrease of 36.3%over the same period of 2021; 1.429 million passengers sent passengers, a decrease of 21.0%from the same period in 2021.

The average payment price of domestic air tickets during the Mid -Autumn Festival is 624 yuan

On September 13th, according to CCTV Finance News, the long -term long -term tour of the mid -autumn and long lines in 2022, the price of domestic route tickets decreased. The average payment price of domestic air tickets is 624 yuan. In terms of accommodation, more than 60 % of the overall accommodation reservations are preparation, compared with previous years, it has increased significantly compared with previous years. Compared with the same period last year, the rural homestay orders increased by 70 %, and the number of homestays around the big cities increased rapidly.

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