Consumption reference 丨 Wen's shares: "No betting market"

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

Pig price continues to rise.

According to the data monitoring of the Chinese pig market pig price system, on June 27, the average price of pigs (varieties: outer three yuan) was 18.21 yuan/kg, down 0.08 yuan/kg from 26 %; Pig (variety: inner three yuan) average price of 17.90 yuan/kg, an increase of 0.14 yuan/kg from the 26th, 13.72%month -on -month, and a year -on -year increase of 21.6%.

In this kind of situation, the performance of pig companies open imagination.

On June 15, Muyuan's shares of Qin Jun said in an interview with CCTV that the company is expected to be profitable in the third quarter. On June 22, Muyuan shares said on the investor interactive platform that the total cost of pig farming in May was slightly lower than 16 yuan/kg. As of the end of May, the company's pig survival volume was about 35 million heads, and the target of the section of the year was still 5,000-56 million.

On June 23, Wen's shares stated on the investor interactive platform that the comprehensive cost of pig farming in May was about 8.5 yuan/catties (excluding the impact of the preparation of the price of meat pig inventory). If the pig price is calculated today, it has been profitable.

But in the future, the choice of head pig companies seems conservative.

Wen's shares emphasized in the institution investigation of the institution disclosed on June 27 that it is necessary to always adhere to stable production without gambling. "According to the established production plan, the balanced organization arranges production, reasonably arrange the rhythm of the seedlings and the outlet sales, and less large -scale use of a pressure bar or a early column strategy to adjust the rhythm of the column."

There is also a judgment of the pig cycle behind.

"In March of this year, pig prices opened a new round of rising cycles, but this year's pig cycle completely reversed, and the possibility of directly entering the unilateral rising cycle is relatively small, which still takes time to verify. The price of pig prices in half a year has risen, focusing on seasonal rebounds. For the future, the Ministry of Agricultural and Rural Affairs takes the regulatory indicators of the amount of sow barriers. 'Fluctuations. If the policy is effectively implemented, pig price fluctuations will become gentle in the future. "Wen's shares said.

Of course, in view of the company's unable to control the production of the industry, the actual role of self -control may be limited.

But this strategy has indeed reduced risks. In the first quarter, its revenue was 14.586 billion yuan, a year-on-year-13.26%; net loss was 3.763 billion yuan, a year-on-year-792.39%.

On June 27, Wen's shares closed at 23.2 yuan/share, an increase of 5.79%.

On the same day, the Shanghai Stock Exchange 80 Index closed at 6630.44 points, an increase of 2.19%.

food and drink

Jinxinnong: At present, the GGP in sow is about 4400 heads

On June 27, according to the investor relationship records disclosed by Jin Xinnong, the company's commercial pigs were sold at 110-115 kg/head, and there was no pressure bar. At present, the company produces sow, GGP is about 4,400, and it is also prepared to increase 1500 heads in the second half of this year. The GP is about 20,000 heads. The production capacity of the company's building is about 900,000 (including the fundraising project under construction). The costs of breeding have dropped a little, such as labor costs, etc.; This year, there is no release business, and the cost of release business under specific circumstances is higher than that of self -reliance.

Japan Kirin will export zero sugar beer to China and Singapore

On June 27, according to media reports, Japanese Kirin Beer will export "Kirin Zero Sugar" beer to China and Singapore in mid -July. The products are divided into two types: 350 ml and 500 ml, which will be sold for chain retailers such as Japanese supermarkets and restaurants. It is reported that this is also the first time that Japanese manufacturers have exported zero sugar beer. It is reported that in China and other regions, the beer market is constantly narrowing, but the popularity of healthy beer such as sugar -free and zero sugar is rising. Kirin Beer will use the best -selling zero sugar beer in Japan to open up the Asian market.

McDonald's will tighten the restaurant ownership rules when looking for new franchisees

On June 24, according to media reports, McDonald's is planning to carry out the largest reform of the franchise system that supports its US business for decades because it seeks the foundation of revitalizing its restaurant owners. According to an email sent to the franchisee, the executives informed McDonald's franchisee this week that they must receive stricter reviews every 20 years to retain their restaurants. McDonald's will consider new factors, such as past performance, and ask owners to submit applications to retain their positions, consider customer complaints to determine which McDonald's special operator can increase new branches.

Nanqiao Food: The Shanghai plant has basically returned to the level before the Shanghai epidemic

On June 27, Nanqiao Food stated on the investor interactive platform that the company's Shanghai plant implemented closed -loop management, and the degree of automation was high, and it was normally produced during the epidemic. At present, the Shanghai plant has basically resumed the level before the Shanghai epidemic. The production capacity utilization rate of the production line of the frozen dough in January has risen to a high level.

E -commerce retail

Quickly invest in e -commerce service providers Yi Xin Preferred

On June 27, Kuaishou officially announced that it was preferred to invest in e -commerce service providers. It is reported that this investment is one of the measures to build e -commerce service providers and provide service providers with one of the measures to provide new kinetic energy. In July 2021, Kuaishou E -commerce launched the "Wind Creation Plan". In addition to the 100 billion -level capital and 100 billion -level traffic, it also prepared 1 billion levels of ecological funds for investment service provider ecological partners. New Oriental Entrance Affairs

On June 27, according to the First Financial News, the Eastern selection of the Live Circle during the 618 period recently launched the new account "Eastern Selection Beauty" in Douyin. No content.

Small Commodity City: It is planned to set up a wholly -owned subsidiary of 300 million yuan

On June 27, the small commodity city issued an announcement. In order to promote the construction of the Yiwu international digital logistics market, the company intends to contribute 300 million yuan to the establishment of the commercial development and construction of the Yiwu international digital logistics market. manage.

Entertainment game

Station B Chen Rui: 65%of station B users registered in 2009 are still active

On June 26, station B ushered in the 13th anniversary. Chen Rui, chairman and CEO of Station B, said that in the first quarter of this year, the average monthly active user of Station B reached 294 million. At the same time, the number of creators in station B is also growing rapidly. The monthly living UP is 3.8 million, an increase of 75%year -on -year; the monthly submission volume is 12.6 million, a year -on -year increase of 63%; Active on the platform. He also revealed that there are currently 2,964 employees in Station B's full -time service.

Tencent shareholders Prosus and Naspers will sell a small amount of Tencent stock

On June 27, Tencent Holdings issued an announcement that its main shareholder Prosus (the company has most equity by Naspers) and Naspers announced that it will open a long -term and open repurchase plan and will be sold in an orderly manner in order The method required by the Tencent shares of Naspers Group to raise the repurchase plan. According to the announcement, Naspers is expected to sell the average number of Tencent shares per day than 3-5%of Tencent's average transaction volume.

Tencent QQ responds to a large number of accounts stolen: the criminal evidence of the black production gang is collecting

On June 27, according to the China Economic Weekly, a large number of users feedback yesterday evening said that they met with friends, family, and colleagues around them to encounter QQ being stolen. Tencent QQ officially responded on the 27th that it had received some users' feedback from the QQ number. After the investigation, it was found that the main reason was that the user scanned the QR code of the QR code for the falsification of criminals and licensed the login. And recorded that the criminals were subsequently used to send bad pictures ads. At present, the scope of influence has been controlled, and the user account affected by this incident has resumed normal use this morning. Go to collect the criminal evidence of organizing the black production gang, and will cooperate with relevant departments to carry out work according to the needs to protect the legitimate rights and interests of the platform and users.

Mihayou's vice mining trust case will open the trial

On June 27, according to the Shanghai Securities News, the People's Court of the Chengzhong District of Xining City, Qinghai Province announced that it will be scheduled to discuss the fifteenth court of the court at 9:00 on July 25th. The case of "business trust disputes" in mining International Trust Co., Ltd.. In this regard, Mihayou said no response.

Goor: The company has no plans to introduce strategic investors for the time being

On June 27, Goer said on the investor interactive platform that the company has not yet introduced strategic investors.

Zhejiang Connected to officially join the "Yuan Universe Standard Forum"

On June 26, according to the Zhejiang Cultural Interconnect Micro News, the Zhejiang Cultural Connection announced the official joining the "Yuan Universe Standard Forum". Essence The "Yuan Universe Standard Forum" is initiated by 36 science and technology giants such as META, Microsoft, EPIC, Nvidia, Qualcomm, Sony, etc. to promote the development of industry standards and enable these companies to develop the emerging digital world. compatible.

educate

Senior High School Education Collection of New York Stock Exchange Delivery Warning

On June 27, the Blue Whale Finance First High School Education issued an announcement recently that due to the closing price of the ADS within 30 consecutive trading days in a consecutive trading days, the check -out warning from the New York Stock Exchange was lower than the compliance standards.

Cultural tourism

Poly Development Inject 100 million Establishment of Commercial Travel Industry Development Company

According to industrial and commercial information, recently, Poly Business Travel Industry Development Co., Ltd. was established. The legal representative is Jiang Ninglin, with a registered capital of 100 million yuan. The business scope includes: supply chain management service; sports competition organization; chess and card room service; leisure and tourism activities; retail of tobacco products; retail retail of tobacco products Wait. Equity penetration shows that the company is 100%controlled by Poly Development.

Shanghai Airlines Tourism Establishing Qinghong Bai White Tourism New Company

On June 27, the industrial and commercial information showed that recently, Shanghai Linggang Qinghong Black Tourism Group Co., Ltd. was established. The legal representative is Gu Wei, with a registered capital of 10 million yuan, and the business scope includes sports events planning; organizing sports performance activities; rental of sports goods and equipment; Sports security organizations; organize cultural and art exchange activities, etc. Equity penetration map shows that the company is wholly -owned by Shanghai Aviation International Tourism (Group) Co., Ltd.

Paper industry

The import volume of the original paper in May increased significantly

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