Consumption reference 丨 Rainbow Group's stock price rose: when an electric blanket is rolled into the international storm

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

The Chengdu Rainbow Group, who was in the inland, accidentally became the focus.

On September 29, the company continued to perform strongly. The daily limit of the afternoon, eventually, closed at 31.94 yuan, an increase of 9.99%. The cumulative increase in nearly 8 trading days exceeded 70%.

The European energy crisis has led to soaring energy prices or the cause of soaring in Rainbow Group. As the winter approaches, the news that European residents purchase Chinese electric blankets, heat pumps and other products in large quantities have aroused heated discussions. This brings imagination to the electric blanket manufacturing leading rainbow group.

But it is worth noting that this kind of boom is actually promoted or limited. At the investor exchange activities on September 27, Rainbow Group stated that the current export business is in the preparation stage of the early stage, and only a small order has been obtained, mainly electric blankets and products related to this.

In addition, according to the "Securities Daily" quoted analysis, European actually lacks energy, not electrical appliances, so the real demand of electric blankets may not be great. In the future, the risk of deactivation and order payment in the future is worthy of vigilance.

On the other hand, the domestic electric blanket market itself is in stock.

In the first half of the year, Rainbow Group's operating income was 533 million yuan, a year -on -year decrease of 10.5%; net profit was 61.5407 million yuan, a year -on -year decrease of 26.05%.

According to the Minutes of investor exchange in mid -September, the Rainbow Group did not deny that due to the impact of macroeconomics, the company's performance pressure was still relatively large. In addition, the price of raw materials rose and had a certain impact on its profits.

In the long run, Rainbow Group's performance may be difficult to support the stock price.

On September 29, the Shanghai Stock Exchange 80 Index closed at 5739.78 points, an increase of 0.3%.

agriculture

On September 29th, the bidding for the grease company rapeseed oil bidding purchase all flow shots

On September 29th, according to China Grain Reserve, the bidding procurement of rapeseed oil companies: planned to purchase 4,000 tons of rapeseed oil, all flow shooting.

Vegetable retail prices dropped slightly from September 19th to 25th

According to the market operation monitoring system of the Ministry of Commerce, a large number of vegetables were listed in autumn. From September 19th to 25th, the average retail price of 30 kinds of vegetables in 36 large and medium cities across the country decreased by 1.7%month -on -month. The prices of leaves, eggplant fruits and melon vegetables have decreased, of which spinach, eggplant and cucumber decreased by 11.9%, 7.4%, and 6.9%, respectively.

Ministry of Agriculture and Rural: The average price of pork in the national agricultural wholesale market increased by 1.0% on the 28th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on September 29 was 125.69, an increase of 0.04 points from the 28th, and the "vegetable basket" product wholesale price index was 127.19, an increase of 0.03 points from the 28th. As of 14:00 on the 29th, the average price of pork in the national agricultural wholesale market was 31.68 yuan/kg, an increase of 1.0%over the 28th.

Wen's shares: repurchase and canceling 180.75 million US dollars GWFOOD 3.258 10/29/30

On September 29th, Wen's Foodstuff Group Co., LTD announced that the issuer specially announced that in September 2022, the issuer carried out market repurchase of GWFOOD3.25810/29/30, and returned to the return to the return, and returned to the return. The total principal purchased was $ 18,075,000, accounting for about 7.23%of the total amount of bills. As of the date of the announcement, the repurchase notes have been canceled; GWFOOD3.25810/29/30 has not repaid $ 162,089,000.

food and drink

BUBS set up milk powder joint venture in China

On September 28, Australian milk powder business BUBS issued an announcement to produce and sell ultra -high -end Chinese label sheep milk powder "Belle Yuerou". The company has signed a binding joint venture agreement with Heilongjiang Youbert Dairy and related entities In order to ensure that this product produced by this new national label of China can be registered for approval through China's formula, thereby entering nearly 80 % of the general trade channels for milk powder sales, and differentiation with BUBS's English label milk powder. In the joint venture, BUBS will have 75%of the shares. At present, registration is underway. If it is successfully approved, this Chinese label product is expected to be listed in the second half of fiscal 2023.

China Resources Yibao Wuyishan Production Base started construction

On September 27, the construction ceremony of China Resources Yibao Wuyishan production base was held in Wuyi New District, Nanping, Fujian Province. This is also the second factory planned during the "14th Five -Year Plan" period of China Resources Yibao. The project was wholly -owned by China Resources Yibao Beverage (China) Investment Co., Ltd. About 700,000 tons/year). The factory is expected to be officially put into production in April 2024.

Snowflake beer Shandong production base starts

On September 27th, according to Xinhuanet, the construction ceremony of the project of China Resources Group's snow beer 1 million liters beer production bases was held at Zhangqiu District, Jinan City. This is the 60,000 -liter base factory in the national layout of China Resources Snow. The total investment of the project is nearly 1.7 billion yuan. It will produce a series of "Snowflake" beer products with an annual output value of 2.5 billion yuan and taxation of 300 million yuan.

Pepsi Construction in the United States, the largest bottle factories in the United States

On September 28, according to media sources, Pepsi started a new bottle factories in Denver, USA. The new factory covers an area of ​​1.2 million square feet and will become the largest Pepsi bottle factory in the United States. It is expected to start operation next summer.

Oriental selection application for registered coffee trademark China Trademark Network shows that Oriental Optimum (Beijing) Technology Co., Ltd. applied for registration of "spring coming", "flower Mei Xiao", "Fangcao Deep", "Entering Dai Mei", "Yusheng Yan", "Golden Pan Fruit", "Orange The international categories such as "green time" are convenient food, and the current trademark status is in the application. Oriental selection has previously launched self -operated coffee, "Spring Classes", "Flower Mei Xiao", etc. It is the name of coffee in different places.

Beinmei: Logging out Beinmei (Beihai) Children's Dairy Co., Ltd.

On September 28, Beinmei issued an announcement. In order to further integrate resources, improve operational efficiency, and reduce operating management costs, the company plans to clearly cancel the wholly -owned subsidiary Beinmei (Beihai) Children's Dairy Co., Ltd., and authorizes the company's relevant personnel to go through the settlement and cancellation procedures.

Superpower convenience

Rosen opened the first store in Guangzhou

On September 29, according to media news, Rosen continued to open convenience stores in China, and opened the store for the first time in Guangzhou, Guangdong Province on September 28. The company's goal is to increase the number of Chinese stores from the current 5,000 to 10,000 by 2025. Rosen will build a store network in Guangdong Province, which has previously settled in less, and strives to reach a plan.

tobacco

National Tobacco Monopoly Agency: The e -cigarette market subjects engaged in electronic cigarette production and operation from October 1 shall obtain a tobacco monopoly license

On September 29, the National Tobacco Monopoly issued a notice on strengthening the matters related to the supervision of electronic cigarettes. Starting from October 1, 2022, the e -cigarette market subject engaged in electronic cigarette production and operation shall obtain a tobacco monopoly license, strictly in accordance with the "Regulations on the Implementation Regulations of the People's Republic of China to Tobacco Monopoly Law" and "Implementation Regulations of the Tobacco Monopoly Law of the People's Republic of China" and "Electronic Cigarette Management Measures to carry out production and operation activities for compulsory national standards, and various supporting policies of the National Tobacco Monopoly Agency.

E -commerce retail

The consumer health product company after Johnson & Johnson will be named in the name of Kenvue

On September 29, according to media news, Johnson & Johnson said on Wednesday local time that companies focusing on consumer health products will be named Kenvue. The medical product giant said last year that the department will split from the prescription drug and medical equipment business with an annual income of $ 15 billion. The name Johnson & Johnson will retain the prescription drug and medical equipment business. The income of the business last year was nearly $ 80 billion. Joaquin Duato, CEO of Johnson & Johnson, will be in charge of the company. The spin -off is expected to be completed next year. THIBAUT MONGON, who has worked in Johnson & Johnson for 20 years, has been appointed CEO as Kenvue. Kenvue's positioning is to compete with companies such as Procter & Gamble and L'Oreal. In addition to Bondi and Tyno, the product portfolios will also include other brands such as Lu Deqing, Evano and Li Shidelin.

Courier logistics

Yunda shares: lowered "20 Yunda MTN003" ticket interest rate to 2.85%

On September 29, Yunda Holdings Co., Ltd. announced that the original ticket rate of "20 Yunda MTN003" was 3.99%, which is now down to 2.85%.

Entertainment game

Lego sales surged in the first half of 2022

On September 29, according to media news, Lego announced that sales of sales have surged in six months in 2022, and said that it has won market share from competitors and consolidates its position as the world's largest toy manufacturer. LEGO said on Wednesday local time that revenue increased by 17%compared to the first half of 2021 to 27 billion Dan Ying Coron (about 3.47 billion US dollars). The company said that the theme of "Star Wars", Technic and "Harry Potter" were sold well. The current net profit of Lego is 6.2 billion kronor, which is slightly lower than the 6.3 billion kronee in the same period last year. The profit of Lego in the same period last year was about doubled.

Institution: In 2022, the shipment of the e -sports monitor was reduced to 20.5 million units

On September 29, according to the latest research on TrendForce Juanbang Consultation, the shipping volume of e -sports monitors in 2022 faced the first decline in the product listing. It is estimated that it was reduced to 20.5 million units, a year -on -year decrease of 10%. The main reason is that European inflation continues to intensify and the interest rate hike in North America affects the needs of consumer electronics.

"Cyberpunk 2077" updated sales data: 20 million copies of them have been sold

On September 28, the game company CD Projekt officially announced that the cumulative sales of "Cyberpunk 2077" exceeded 20 million copies. It is understood that CD Projekt spent 8 years to develop "Cyberpunk 2077", with a cost of up to 1.2 billion Ziroti (about 1.728 billion yuan).

Paper industry

The collective price increase of 200-300 yuan/ton before the paper company festival

On September 29, according to the Finance News Agency, the fourth quarter was approaching, and many paper companies recently announced the October price increase plan. The reporter was informed that including the Sun Paper, Morning Paper, and Bohui Paper, all of which were planned to raise prices on multiple products including copper, cardboard and special paper from October 1st. -300 yuan/ton does not wait. In addition, Jinguang Paper (APP) also announced a plan to increase the price of industrial and cultural paper from October 1. Industry insiders said that October is the traditional peak season of the paper industry. The downstream demand will have certain support. In addition, the previous production reduction measures of many paper companies have eased the contradiction between supply and demand of the market. Will land smoothly. This cycle of domestic mainstream port slurry sample inventory is narrow to remove the warehouse

According to Longzhong Information Monitoring data, as of September 29, 2022, the mainstream port sample inventory of China's pulp port was 1.774 million tons, a decrease of 6,000 tons from the previous period, and a decrease of 0.3%month -on -month. The inventory of this week appeared in the previous period of the previous cycle. Turn to the status of the unobard. The inventory of the domestic mainstream port in Qingdao Port in this cycle has once again showed a slightly accumulated state. The average shipment speed of the port in ports has basically maintained normal, but the number of ports increases compared with last week. In addition, the market price of the pulp in this cycle continues the high price. Some paper factories have a general attitude towards raw materials, the procurement enthusiasm is not good, and the mood of picking up the goods has decreased significantly, resulting in the rise in the inventory of Hong Kong. The shipments of Changshu Port this cycle have accelerated compared with last week, and the cumulative shipments of more than 10,000 tons have caused the inventory to remove the warehouse. On the whole, the mainstream domestic port sample inventory of this cycle shows a narrow -scale de -warehouse.

educate

Three departments: Training for primary and secondary school students in the name of "family education guidance" is illegal behavior

On September 29th, according to the website of the Ministry of Education, recently, some institutions were found to be under the banner of high salaries to recruit "family education instructor" to carry out training activities for primary and secondary school students, seriously disrupting the training market order, misleading the public, damage to the people, damage the people The interests of the masses. The "Family Education Instructor" does not meet the relevant qualification requirements of the "Administrative Measures for Practitioners of Outside School Training Institutions (Trial)", and cannot be recruited for teaching and teaching and research personnel for off -campus training institutions for elementary and middle school students. The target of family education guidance services is adults, and various types of training activities for primary and secondary school students are carried out in the name of "family education guidance", which is illegal.

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