Consumption reference 丨 The courier pattern is still unstable: Shentong's market share is innovative

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

The express market is still changing rapidly.

On September 19, Shentong Express disclosed a briefing in August 2022. In the month, its courier service revenue was 2.962 billion yuan, an increase of 66.36%year -on -year; the business volume was 1.226 billion votes, a year -on -year increase of 34.26%; single -ticket revenue reached 2.42 yuan, an increase of 24.10%year -on -year.

Comprehensive data from the State Post Office and various announcements show that in August, Shentong's market share reached 13%, setting the highest monthly record since its listing in December 2016. However, this market share is still lower than that of Yunda (15.8%) and Yuantong (16.1%), which is higher than SF (10.0%).

During the same period, the year-on-year growth rate of Shentong's business volume was 34.1%> Yuantong (+10.1%)> SF (+8.5%)> Industry (4.9%)> Yunda (-2.4%).

Behind it is related to the price.

The announcement shows that in August, the price of Yunda's single ticket rose 0.11 yuan/piece, which was the only company that rose. The price of Shentong remained unchanged. Yuantong continued to fall by 4 points and SF fell 4 cents.

A year -on -year perspective, when considering the adjustment of the settlement model of the rookie wrapped business, the increase in the increasing income income of the courier service single ticket, Yuantong Express's August single ticket price was 2.52 yuan, an increase of 18.4%year -on -year; The increase of 27.9%; the price of the Singapore Express was 2.42 yuan, an increase of 24.1%year -on -year. SF is different from the above four. The single ticket price is 15.61 yuan, a year -on -year decrease of 2.3%, and the month -on -month decrease is 2.6%.

From the perspective of single ticket price, Shentong is still significantly lower than Yuantong and Yunda.

And as the financing continues, the price war is difficult to change fundamentally. Of course, based on policy control, the intensity will be reduced.

According to incomplete statistics, since May 2021, Yunda has issued a total of 3.3 billion yuan, Yuantong bond financing is about 800 million yuan, Zhongtong issued convertible priority bills of US $ 1 billion, SF non -public issuance of bond financing approximately approximately approximately With 33 billion yuan, the cumulative equity financing of extremely rabbits was about 2.5 billion US dollars.

Express company re -financing investment is mainly software and hardware capital expenditures and subsidy policies for franchisees.

"Everyone is investing, and it will inevitably cause excess. But everyone wants to be excess." Some executives of head express companies commented.

On September 20, Shentong Express received 11.67 yuan, an increase of 1.83%.

On the same day, the Shanghai Stock Exchange 80 Index closed at 5770.36 points, an increase of 0.54%.

agriculture

AMSPEC: Malaysia September 1-220 Palm oil exports are 866,984 tons

On September 20th, according to AMSPEC of the Malaysian independent inspection agency, Malaysia exported palm oil exports from 1-220 on September 1 to 20, with 622,180 tons in the same period last month, an increase of 39.35%month -on -month.

China ’s palm oil imports fell 36% year -on -year

On September 20, according to the data released by customs statistics online inquiry platform, China ’s palm oil imports in August were 302639.26 tons, a decrease of 1.34%month -on -month, a year -on -year decrease of 36.07%. Among them, from Indonesia's imported palm oil 269138.63 tons, an increase of 10.1%month -on -month, a decrease of 31.87%year -on -year. During the same period, 33418.38 tons of palm oil imported from Malaysia, a decrease of 46.3%month -on -month and a decrease of 57.31%year -on -year.

China August Rasal Seed imports decreased by 66% year -on -year

According to the data published by customs statistics online query platform, the import volume of rapeseed in August was 62603.96 tons, a decrease of 36.16%month -on -month, a year -on -year decrease of 66.05%. Among them, 6108.96 tons imported from Canada's imported rapeseed, a decrease of 37.69%month -on -month and a decrease of 66.05%year -on -year. The import volume of rapeseed meal in August was 215797.11 tons, an increase of 28%month -on -month and a year -on -year increase of 7.47%. Among them, the imported rapeseed meal was 162387.54 tons from Canada, an increase of 27.49%month -on -month and 1.39%year -on -year. China ’s rapeseed oil imports were 54052.80 tons, a decrease of 19.78%month -on -month, and a sharp decrease of 59.92%year -on -year. Among them, Russia is the largest supply country. In August, the export volume of Chinese rapeseed oil was 39036.55 tons, a decrease of 12.43%month -on -month, an increase of 85.57%year -on -year.

Agricultural and Rural Ministry: The average price of pork in the national agricultural wholesale market increased by 0.2% from the 19th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "200 Index 200 Index" of Agricultural Products wholesale Price in September 20 was 127.00, a decrease of 0.66 points from the 19th. The wholesale price index of the "vegetable basket" product was 128.73, a decrease of 0.76 points from the 19th. As of 14:00 on the 20th, the average price of pork in the national agricultural wholesale market was 30.90 yuan/kg, an increase of 0.2%over the 19th.

Ministry of Agriculture and Rural: September 3rd, the average price of piglets nationwide is 44.09 yuan/kg

On September 20, according to the website of the Ministry of Agriculture and Rural Ministry, according to the monitoring of the 500 county -based marketing markets and collection points across the country, pigs and pork rose in September 3 (September 14), and piglets declined. The average price of pigs nationwide was 23.44 yuan/kg, an increase of 0.9%over the previous week, and 74.3%year -on -year. The prices of pigs in 30 provinces in the country have risen. The average price of piglets nationwide was 44.09 yuan/kg, a decrease of 0.4%from the previous week and a year -on -year increase of 45.7%. food and drink

Wen's shares: corporate bonds of no more than 3 billion yuan in approval

On September 20, Wen's Co., Ltd. announced that the company recently received the "Approval of the Registration of Company Bonds Registered to Professional Investors" issued by the China Securities Regulatory Commission's "Agree to Agree with Wen's Food Group Co., Ltd." (Securities Regulatory License [2022] No. 2114 No. 2114 To.

The China Securities Regulatory Commission agrees that the company's publicly issued publicly issued the total face value of corporate bonds with a total value of no more than 3 billion yuan; the batch is valid within 24 months from the date of registration, and the company can issue corporate bonds in installments within the validity period.

Anhong Capital Acquisition Catering Group Wagas 60%equity

On September 20, Anhong Capital, a private equity investment fund, announced that it has acquired 60%of the equity from the founder of Lifetime Catering Group Wagas. The founder of Wagas will continue to manage the daily work of the group. The financial terms of the transaction were not disclosed. Anhong Capital said that the cooperation between Wagas and Anhong will help expand its layout in the Chinese market and strengthen brand building, including product supply and menu research and development, operation infrastructure and system construction.

Starbucks founder said he wanted to visit China as soon as possible

On September 19th, according to media news, Starbucks founder Howard recently said that he has formulated a future travel timetable with the new CEO LAXMAN Narasimhan; once the Chinese market relaxes the prevention and control of tourists, he will bring Laxman to China Essence Howard also said that on the goal and financial guidelines released by Starbucks last week, he allowed Starbucks to manage for a few days to evaluate whether it was confident in this and told them that even if the relevant goals were reduced, they would not face the consequences. In the end Senior officials "insist on implementing these numbers."

Galanz bet prefabricated vegetable air outlet

On September 19th, according to the Beijing Business Daily, recently, the Galanz Group and other related companies jointly created the first "Greater Bay Area Prefabricated Ecological Alliance". Earlier, Gree Electric established a prefabricated dishes and equipment manufacturing company. The Midea Group Zi Ling once said that Hua Ling's kitchen appliances are more suitable for prefabricated dishes and put prefabricated dishes into its cloud recipes.

Nanqiao Food's net profit at home in August was 2.4883 million yuan decreased by 91.07% year -on -year

On September 20, Nanqiao Food announced that the company's net profit attributable to shareholders of the parent company in August 2022 was 24.883 million yuan, a year -on -year decrease of 91.07%. It is mainly that the cost of this month is still at a high level and repeated epidemic conditions in some regions, which has a certain impact on the company's profits.

McDonald's Chinese restaurant has reached nearly 5,000

On September 20, at the relevant press conference, "McDonald's China CEO Zhang Jiayin said. This year is the fifth anniversary of McDonald's China entering the" Golden Arch era ". 5,000, it turned over.

E -commerce retail

Shopee announced layoffs

On September 19, Southeast Asian e -commerce giants Shopee held a full meeting in China, announcing that it would start the team to adjust and reduce some positions. Shopee responded: "With the goal of achieving self -sufficient development, the company is optimizing operating efficiency. This adjustment is part of the continuous efficiency measures, and we will try our best to support the proper transition of the affected persons."

American grocery e -commerce Instacart intends to sell employee stocks as the key point of IPO

On September 19, according to media sources, people familiar with the matter said that the American grocery e -commerce Instacart did not intend to raise a large amount of funds through the IPO, but plans to focus on selling employees' shares. According to reports, the sale of most employee shares will enable Instacart employees, including the earliest group of employees, can cash out some of the shares they have accumulated, and also help the company to retain talents. It is reported that these stocks will be sold directly to new investors at the agreed price before the stock market debut at the stock market. Instacart plans to be available in 2022, and its IPO time has not been determined. The company said earlier in 2022 that it had more than $ 1 billion in cash and securities.

Pinduoduo releases sea support plan

On September 19, according to financial news, Pinduoduo announced the official launch of the "2022 Duoduo Ocean Support Plan" to provide integrated service solutions for manufacturing merchants to go to sea. The plan will invest tens of billions of resource packages. The first phase will build 100 out -of -sea brands and support 10,000 manufacturing companies to directly connect overseas markets.

Hema Organization Upgrade: Establish a "three horizontal and three vertical" business architecture

On September 20th, according to the CCP, Hema CEO Hou Yi issued an internal letter, announcing that Hema completed a new round of organizational structure upgrade, and established the "three horizontal and three verticals" business architecture of three major business departments+three major middle Taiwan Essence The vertical setting of Hema Xiansheng Division, Hema MAX Division, and Hema NB Division. The CEO of Hema NB Division was also served as Hou Yi, Hema CEO, and Li Weiping (Wei Ping), the former general manager of Hema Xiansheng Beijing District, was appointed CEO of Hema Xiansheng Division and reported directly to Hema CEO Hou Yi. Gome Retail: Huang Guangyu and other major shareholders reduced their holdings of 88.925 million shares

On September 20, according to the disclosed documents of the Hong Kong Stock Exchange, Huang Guangyu and Dujuan of Gome retail shareholders reduced the company 88.925 million shares at a price of HK $ 0.1890 on September 15.

Courier logistics

The price of a number of courier companies has increased significantly

On September 19, Shentong Express, Yuantong Express, and Yunda issued announcements that the revenue of express delivery business in August increased by 66.36%, 30.44%, and 24.81%year -on -year, respectively, and single -ticket revenue increased by 24.1%, 18.43%, and 27.8%year -on -year. Huachuang Securities believes that the semi -annual report shows that the expansion of the production capacity of the express delivery industry has continued to slow, and capital spending has entered a downward cycle. The e -commerce express industry no longer has the foundation of price warfare, and the core leading company is expected to reflect the continuous improvement of profitability.

Entertainment game

Sony former executives joined Tencent

On September 20th, according to the IT home news, Shawn Layden, the former CEO of the United States Branch and Chairman of the Global Studio, announced on his leading British blog that he has joined Tencent Games as a strategic consultant Essence

Baidu Nuomi APP will stop service in December

Baidu Nuomi released an APP offline announcement saying that due to the company's business adjustment, Baidu Nuomi APP will stop services and operations, and it is expected to officially stop related services in December 2022. The announcement shows that if the user has an account balance and an unprepared glutinous rice card, the withdrawal must be completed before December 31, 2022, and the cash can be made through https://d.nuomi.com/.

Huayi Brothers: As of June 30, 2022, the total number of theater opened by the company has reached 29 (including 1 participation)

On September 20, Huayi Brothers stated on the investor platform that as of June 30, 2022, the total number of theater opened by the company has reached 29 (including 1 participation), including the company's high -end custom cinema brand -Huayi Brothers Film exchange. The number of screens is 256 yuan, which has no change compared to early 2022. As of June 30, 2022, the number of viewers was 1.8316 million, a decrease of 45.9%compared with the same period last year. In the first half of 2022, the cinema distribution and the cinema screening business achieved revenue of 72.4125 million yuan, a decrease of 44.2%over the same period last year.

Institutions estimate that the global electronic paper market in 2022 reached about 4.65 billion US dollars

On September 20, the electronic paper sector rose. According to the news, according to TrendForce Ji State Consultation estimates, the global electronic paper market was about $ 4.65 billion in 2022, an annual increase of 48.1%, and it is expected to reach US $ 20.34 billion in 2026.

Paper industry

The total profits of the paper industry in July fell deeply

On September 20th, the report released by the Huitong HZT, in July, the total profit of the paper industry declined in depth, the absolute value was only 2.7 billion, which was the lowest monthly value since 2015, and the year -on -year decrease reached 40%. The industry's profitability was profitable. It has been contracted in the past twelve months, and the last time the last long-term profitability occurred from the end of 2018 to the beginning of 2019. The industry's unsatisfactory demand for the overall pulp is theoretically constituted.

Luxury

World Gold Association: It is expected that gold transaction volume and consumer demand will rise in September

On September 20, a report issued by the World Gold Association showed that if central banks from various countries continue to raise interest rates, gold may continue to undergo pressure, but the risk of economic stagnation or even comprehensive decline may offset this pressure, because gold in this environment in this environment may be The performance has always excellent. In the short term, it is expected that gold transaction volume and consumer demand will rise in September.

Textile clothing

The decline in cotton commercial inventory in August has expanded significantly

On September 20, according to the China Cotton Information Network, the national cotton market resource supply was sufficient in August. During the month, domestic cotton prices stopped falling, and cotton enterprises increased their efforts to promote it. Textile companies have gradually improved in the peak season, and downstream demand has improved. Most textile companies actively supplement cotton raw material inventory when cotton prices stop falling and stabilize. The demand for cotton is significantly better than last month. moon.

Cultural tourism

Hainan: Issue 100 million yuan of consumer coupons to residents in the province

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