Consumption reference 丨 Ziyan Foods with a decline in profit rose 44.03% on the first day of listing

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

Perhaps the halogen market is still the blue ocean.

On September 26, Ziyan Food officially landed on the main board of the Shanghai Stock Exchange. As of the closing, the company closed at 21.82 yuan, an increase of 44.03%, with a total market value of 8.99 billion yuan.

But on the other side, the industry giants seemed to face performance pressure.

The prospectus shows that from 2019 to 2021, Ziyan's food revenue was 2.435 billion yuan, 2.613 billion yuan, and 3.092 billion yuan, respectively; the net profit of returning home was 247 million yuan, 359 million yuan, and 328 million yuan, respectively.

In the first half of this year, Ziyan revenue was 1.637 billion yuan, an increase of 16.52%year -on -year; the non -net profit was 93.194 million yuan, a decrease of 27.16%from the same period of the previous year.

Regarding the decline in profits, Ziyan explained that on the one hand, the implementation of the epidemic in China has continued to distribute more and the implementation of the control measures of epidemic prevention and control on offline terminal stores, which has a adverse effect on the overall profit level. Price has been affected by factors such as overseas epidemics, which has risen rapidly since the second half of 2021, leading to rising costs in major product units and declined gross profit margin.

From 2019 to 2021, the company's total raw material procurement was 1.4 billion yuan, 1.3 billion yuan, and 1.7 billion yuan, respectively, accounting for 79.99%, 78.81%, and 78.99%of the total procurement. 2423 billion. The gross profit margin was 25.46%, 30.45%, and 26.06%, respectively.

In comparison, in 2021, the gross profit margin of Huang Shanghuang's main product was 36.3%, the unique food was 31.68%, and Zhou Hei duck was 57.78%. The gross profit margin of Ziyan appears low.

Objectively, decline in profit is a common situation.

In the first half of the year, the net profit of the uniform food was 98.5927 million yuan, a year -on -year decrease of 83.94%; the net profit of Zhou Heiya was 18.377 million yuan, a year -on -year decrease of 92%; the net profit of Huang Shanghuang was 79.9155 million yuan, a year -on -year decrease of 46.7%.

But this is another possible market.

According to the "China Catering Category and Brand Development Report 2021", the market share of the top five brand markets in 2020 is only about 20%. Among them, Juewei duck neck accounts for 8.6%, Zhou Hei duck is 4.6%, Ziyan Baiwei chicken accounts for 3%, Huang Shanghuang accounts for 2.8%, and Jiujiu Yaya accounts for 1.3%.

According to the latest "2021 China Research Research Report of the 2021", Ai Media Consultation shows that the size of the Chinese halogen product market in 2021 was about 329.6 billion yuan, an increase of 15.0%year -on -year.

For Ziyan, this is all space.

agriculture

The operating income of agricultural product processing enterprises above designated size from January to July reached 10.65 trillion yuan

On September 25, according to the news of the Ministry of Agriculture and Rural Affairs, from January to July, the operating income of agricultural product processing enterprises above designated size reached 1.065 trillion yuan, an increase of 5.1%year -on -year, and the total profit was 652.86 billion yuan.

The price of soybean meal has soared to 5,500 yuan above 5,500 yuan

On September 23, according to statistics from the feed industry information network, the price of 43%of protein and soybean meal in coastal areas was 5303 yuan/ton, a significant increase of 392 yuan/ton from 4911 yuan/ton last week. The price of soybean meal in some areas has exceeded 5,500 yuan/ton, up to 5560 yuan/ton.

Muyuan shares, Wen's shares: Before National Day, the supply of pig products will be increased

On September 24, Muyuan Co., Ltd. issued an announcement saying that in order to ensure that the price of pigs operated in a reasonable range and supported the pig market to ensure stable prices, the company will increase the number of pigs out of the pigs before the National Day. On the same day, Wen's Mall of Wen's Co., Ltd. also announced that it would increase the supply of pig products around the National Day to ensure that the market pork supply was abundant during the festival and guided the price of pork reasonably.

The average price of pork in the national agricultural wholesale market increased by 0.6% on the 23rd

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on September 26 was 125.80, a decrease of 0.58 points from the 23rd. The wholesale price index of the "vegetable basket" product was 127.33, a decrease of 0.68 points from the 23rd. As of 14:00 on the 26th, the average price of pork in the national agricultural wholesale market was 31.28 yuan/kg, an increase of 0.6%over the 23rd.

food and drink

Two independent directors in Moutai in Guizhou resigned

On September 26, Moutai, Guizhou, disclosed that the company received a written resignation report from independent directors Xu Dingbo and Zhang Jingzhong on September 22, 2022. According to the "Rules of Independence Directors of Listed Companies" and the company's "Rules of Directors' Associations", such as the re -election time of independent directors, Xu Dingbo and Zhang Jingzhong have been serving as the company's independent directors for six years. There are corresponding duties of duties and boards. The resignation report of the above independent directors came into effect when the resignation report was delivered to the company's board of directors.

The registered capital of Shanxi Fenjiu increased to 1.22 billion yuan

According to industrial and commercial information, the industrial and commercial changes have undergone industrial and commercial changes in Fen Banjan Co., Ltd., Shanxi Xinghua Village, and the registered capital has increased from approximately 872 million yuan to approximately RMB 1.22 billion. Tools and products production. The chairman of Laibu said that the group had made up for the first half of the year from July to September

On September 24th, according to surging news, He Guangqi, the founder and chairman of Laibubu, revealed that the "slight loss" of the cluster of the brand in the first half of the year can achieve profitability throughout the year. There were losses, but from July to September, "all of these losses have been made up." The new brand of Lugu Group took advantage of the first store to officially appear in Shanghai on September 24. This is the first cross -border layout barbecue track of Laibubu.

Gree Electric Union Giants to build a prefabricated vegetable equipment industry Development Federation

On September 24th, Gree Electric Organ sent a micro -newsletter that Gree Electric initiated the establishment of Guangdong Province's prefabricated vegetable equipment industry development federation to focus on the automation and intelligent equipment manufacturing of the upstream and downstream industrial chain in the prefabricated dishes , Scale level. It is reported that the members of the Federation not only have Gree Electric, but also include many companies such as the National Lianlian Aquatic Products, Wen's Group, and Jingdong Logistics.

McDonald's announced the second price increase during the year

On September 26, according to media sources, McDonald's announced on Monday that nearly 60 % of the products would increase prices, due to the surge in raw materials, rising labor, logistics and energy costs, and weak yen. Japan McDonald's stated in a statement that starting from Friday, about 60%of products will raise the price of 10 to 30 yen, of which the price of the Giant Hamburg will increase from 390 yen to 410 yen (about 2.85 2.85 Dollar).

Other meat passengers announced that the chief supply chain officer will leave at the end of this month

According to the media on September 26, the plant meat company has announced that the chief supply chain officer Bernie Adcock will leave at the end of this month. A few days ago, other meat guests temporarily suspended another executive. The documents submitted by other meat passengers said that ADCock's work will be replaced by the current senior vice president of manufacturing business. The company said the position of the chief supply chain officer had been canceled.

Nanqiao Food: One of the company's actual controller Chen Feipeng died

On September 25, Nanqiao Food announced that the company's board of directors received a notice from Chen Feipeng, one of the company's actual controller, and Chen Feipeng died on September 23, 2022.

The National Sugar and Wine Club is determined by the development of Chengdu

According to the Organizing Committee of the National Sugar and Wine Commodity Fair, the 106th National Sugar and Wine Commodity Fair (Spring) merged with the 107th National Sugar and Wine Commodity Fair (autumn). The Chengdu Western International Expo City and Chengdu Century City International Convention and Exhibition Center.

Mead Johnson China and Nansha District Government signed strategic cooperation

On September 26, Mead Johnson China and the Nansha District Government of Guangzhou signed a strategic cooperation intention. The two parties will explore the interconnection, cross -border trade services, and big data services around the interconnection, cross -border trade services, and big data services of digital infrastructure. This cooperation is also the latest layout of this model after the official launch of localization and independent operation in September last year. At the same time, Mead Johnson also released the Hong Kong version of Anerbao A+infant formula milk powder. This series of products will enter the Chinese market through cross -border channels.

Superpower convenience

Yonghui Supermarket CEO Li Songfeng: In the first half of the year, the loss rate of home business decreased from 7.9%to 1.6%

At the online performance briefing meeting in the half -year 2022, Yonghui Supermarket CEO Li Songfeng said: "Yonghui has decreased from 7.9%to 1.6%in the first half of the year, and the online proportion continues to increase. Come and get bigger. In the future, the form of online and offline warehouse stores is the most hopeful opportunity to see profit. "

E -commerce retail

Gome has not paid salaries on time, listed companies prepare debt reorganization

On September 26, according to Caixin, Gome debt and cash flow crisis has seriously affected daily operations. Several Gome disclosed that Gome has not paid the latest salary date agreed on the contract, that is, paying a salary of August on the 25th of each month. A Gome headquarters employee said on September 22 that the salary was delayed in August, but the specific distribution time and proportion were unclear. The semi -annual performance of employees has not been distributed before. Gome employees are "14 salary". The contract stipulates that Gome issued a monthly salary in half a year and the end of the year. In response, the American United States responded to the outside world: temporary adjustment is only short -term and phased emergency measures. Once the company's management improves, the salary will be made as soon as possible, and the corresponding compensation of the employees will be redeemed at the same time. However, it is not excluded that it will continue to implement the planning plan to further reduce operating costs.

Tmall 11 starts the business registration

On September 26, according to the interface news, the 2022 Tmall Double 11 merchants signed up for the official launch. The preferential intensity of 2022 was 300-50 per crossing the store. The pre -sale time of the Double 11 is at 8 pm on October 24. The first wave of sale starts at 8 pm on October 31st, and the second wave of sale starts at 8 pm on November 10.

Li Enyou joined the board of directors of Jingdong Group

On September 23, Jingdong Group issued an announcement that Li Enyou has been appointed as an independent director of the company's board of directors and a member of the compensation committee of the board of directors. The appointment takes effect immediately.

New Oriental Investment in Beijing Investment and Establish Oriental Zhenpin Trading Company

According to industrial and commercial information, Dongfang Zhenpin (Beijing) Trading Co., Ltd. was established. The legal representative is Wang Yan, with a registered capital of 1 million yuan. The business scope includes: wine operation; crop seed operations; production and operation of radio and television programs; publication of publications, etc. Essence Equity penetration shows that the company is co -owned by Beijing Yangde E -Commerce Partnership (Limited Partnership) and Beijing New Oriental Cyber ​​Network Technology Co., Ltd. The legal representative of the Daily Guixian Shenzhen Company changes

According to industrial and commercial information, the industrial and commercial changes occurred in Shenzhen Daily Youxian Electronic Commerce Co., Ltd. Yao Yingwu stepped down as the legal representative, executive director, and general manager. The company was established in February 2018 with a registered capital of RMB 5 million.

Entertainment game

Tencent applies to register multiple WeChat preferred trademarks

According to China Trademark Network, Tencent Technology (Shenzhen) Co., Ltd. has added more trademark application registration information, including "WeChat Preferred", "WeChat Alliance" and "Video Both Alliance". International classification involves advertising sales, education and entertainment, financial property management, etc. At present, the trademark status is "registered application".

Tencent issued the National Day holiday minor game limit notice: only 1 hour can be played every day

On September 26, Tencent Games officially issued the "Notice on Games Limited by the Games before and after the National Day holiday". It is mentioned that in combination with the actual fake rest and rest arrangements, around the National Day holiday in 2022, the online game operated by Tencent Games in mainland China is as facing minors. On Friday and National Day holidays) from 20:00 to 21:00, minors can log in to the game. The rest of the working days, as well as October 8th (Saturday) and October 9 (Sunday), who are resting, are banned periods.

Shengtian Network: It is expected to make a great contribution to the company's income from 2024

On September 26, Shengtian Network said during the recent institutional investigation that the company plans to participate in the segmentation track of VR games through investment. At the same time, the company is also paying attention to some of the current adaptation games. At the current exploration and planning stage, there will be timely announcement in the future. In addition, it is speculated that the company's income in the future will not be lower than the income scale of the Internet cafe era in the e -sports scenario. At this stage, this business is still in the occupation stage of offline traffic entrances. Revenue and profits are not the focus of the company's attention. It is expected that the e -sports hotel business will make great contributions to the company's income starting from 2024. When it has a certain market size, the company will consider transplanted existing mature business models.

The Ministry of Culture and Tourism intends to stipulate: Online concerts, etc. should be obtained first

On September 26, according to the official WeChat news of the Ministry of Culture and Tourism, a few days ago, the Ministry of Culture and Tourism drafted the "Ministry of Culture and Tourism on Regulating the Internet Performance Drama (Festival) Metropolitanian Operation Activities to promote the healthy and orderly development of the industry (draft for comments)" Essence The "Notice" mentioned that in accordance with the relevant provisions of the "Interim Provisions on Internet Cultural Management" in the "section) of the Internet performance drama (section) "Based on the network culture business license.

Xiaohongshu CFO Yang Ruo's resignation

On September 23, according to 36 氪, Xiao Hongshu chief financial officer Yang Ruo has officially resigned recently and joined Fosun Group. Some analysts pointed out that the change of CFO positions is often closely related to the listing process, and the Little Red Book listing plan has not yet become clear, and Yang Ruo's departure side confirms this. Another industry person pointed out that the key reason why Xiaohongshu failed to go public was the lack of long -term sustainable profit models.

Netflix control expenditure operation or expand to comedy business

On September 24, according to media news, Netflix has become a major platform for comedians, providing funds for a series of special programs, and providing these programs to more than 220 million subscribers. People familiar with the matter said that this streaming giant is currently changing the payment method of comedy in the special show. This can reduce its cost, transfer some financial burdens to the artist, and at the same time allow artists to control their works. People familiar with the matter said that in recent months, Netflix has been authorized from some comedians for about $ 200,000 for a new special program. It lasts for two years and no longer uses a higher price to buy. Earlier, many comedians received one -time payment, usually up to $ 1 million, which helped pay the production cost.

Luxury

DR diamond ring: "800 yuan can delete the purchase record" is a false rumor

On September 26, according to the news of the CSI.com, a few days ago, DR diamond rings of Der's jewelery brand DR diamond ring were trapped in rumors. It is rumored that: "The men set up by DR diamond ring can only buy a loopholes with only one rule, and consumers only need 800 yuan to delete the purchase record." The official response of the DR diamond ring said that "DR diamond ring can delete the purchase record" is not true According to rumors, the purchase record of DR diamond ring uses irreversible technology and cannot be tampered with. Taobao shops that have published unreasonable news have been removed by Taobao.

Skin care

L'Oreal acquisition of Skinbetter Science

On September 23, L'Oreal's official website showed that L'Oreal signed an agreement to acquire Skinbetter Science brand Skinbetter Science, but did not announce the specific amount. Skinbetter Science was co -founded by pharmaceutical experts Jonah Shacknai, Justin Smith, and Seth Rodner in 2016. It focuses on active ingredients such as anti One of the brands. Paper industry

Jingxing Paper: The Malaysian project is expected to be put into trial operation in the fourth quarter

On September 26, Jingxing Paper said on the investor interactive platform that the company's Malaysian project construction has entered the ending stage and will apply to the government department for the acceptance process. It is expected to be put into trial operation in the fourth quarter.

Cultural tourism

Restrictions on border tour will relax the relevant industry companies to try

On September 26, according to the SSI report, the Ministry of Culture and Tourism jointly issued the "Administrative Measures for Border Tourism (Revised Draft for Soliciting Opinions)" to relax the restrictions on border tour. The relevant person in charge of China said that it is conducive to the development of a series of approval processes that delete the simplified "decentralization service", which is conducive to the development of the tourism business of the border team. As the number of cross -border passengers in the future increases, it will undoubtedly help the border duty -free business. In addition, many people in the civil aviation industry said that the cancellation of "border tourism project approval" and "relaxation border tourism control" are a major benefit to airlines. After the way to land, the airline's international flight resume will be resumed.

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