A week of business | Lu Ge update the prospectus of Hong Kong stocks, the first domestic license in China was born, and the "coffee wings" completed 100 million yuan in financing

"Every future commercial think tank" shares "Future Business of One Week" every week, and revolves around the field of e -commerce/new consumption, logistics/supply chain, living services, and future business innovation venture capital. In the form of "event+short review" Future business development trends.

Last week (6.27-7.3), we invested a total of 10 hot news events.

#E -commerce/New Consumption#

1. [Ali "Zoo" new "瓴 sheep" focuses on digital intellectual services]

On June 29, Alibaba announced the establishment of a subsidiary of the company's wisdom service, the Sheep Smart Service Company. According to Alibaba, the sheep bear the digital ability of the Alibaba Group's precipitation in the fields of consumption and other fields into the heavy responsibility of smart products and services. a service data intelligent as service). It is reported that the sheep grows and developed by serving many business in Ali. Taobao, Tmall, Hema, Taote, Taoti, etc. all have traces of antelope running.

Future business short reviews: The release of "羊 sheep" is a noteworthy signal, which may show that Ali has long been regarded as a simple e -commerce platform or service provider. As domestic active users grow up, Ali needs to find new development space. However, although the digital ability of Ali in the fields of consumption and other fields for many years cannot be underestimated, the release of sheep can bring incremental revenue to Ali to prove it.

2. ["Oriental Selection" live room fans broke 20 million]

On June 30, Douyin data showed that the total number of fans of the "Oriental Selection" live room under the "Eastern Selection" live room of New Oriental Online (HK01797, a market value of HK $ 18.854 billion) exceeded 20 million. It is worth noting that this number has exceeded the number of fans in the live room of a friend Douyin. As of the morning of July 3rd, the number of fans of a friend Douyin live is 19.615 million. While the number of fans has grown at a high speed, Oriental selection is also actively trying to build its own supply chain system, operate self -operated products, enter cross -border e -commerce, and open e -commerce training schools.

Future business short reviews: Related data shows that on June 9, the number of fans in the selection of live broadcast rooms in the East exceeded 1 million; on June 16, the number of fans reached 10 million. Just 13 days later, the number of fans in the live broadcast room exceeded the 20 million mark. It is not difficult to see that the number of fans selected in the East has increased rapidly, allowing them to occupy a place in the field of live e -commerce. However, behind the live broadcast room, the problem began to appear. Recently, some customers reported that the peaches they bought in the Eastern Selection room were mildew when receiving the goods. In this regard, the person in charge of the New Oriental Public Relations told the reporter of "Daily Economic News", "We pay great attention to the satisfaction of consumers in the live broadcast room and have been refunded to consumers in time." From the transformation of education to live broadcast, New Oriental ushered in its highlights after a long dormant, and it is still actively expanding its territory. However, if you want to continue to become bigger and stronger in this new track, New Oriental still has a lot of homework to do.

3. [Soul plans to be listed in Hong Kong stocks: in 2021, revenue of 1.28 billion, net loss 999 million]

According to the document information of the Hong Kong Stock Exchange, SOULGATE, a social platform SOUL software developer, submitted a listing application to the Hong Kong Stock Exchange on June 30. According to the prospectus data, in 2020, Soul's revenue increased by 604.3%year-on-year to 5 billion; in 2021, Soul's revenue increased by 157.3%year-on-year to 1.28 billion; from 2019 to 2021, the company's gross profit rate increased from 49%to 80%, and the company's gross profit rate increased from 49%to 80%. To 85%. In terms of profit, the prospectus shows that from 2019 to 2021, Soul has adjusted net losses of 292.3 million yuan, 465.8 million yuan and 998.7 million yuan, respectively.

Future business short reviews: The growth momentum of revenue is obvious, but losses are still the topic of business that cannot be around. The imagination space outside the social giants outside the acquaintance giants falls in the field of strangers that have always been regarded as "super blue oceans". Since last year, the concept of the Yuan universe has burst into fire. The related games and VR have entered a new round of growth. Social networks are essential as a link, and they have also re -"gold -plated" in this wave. But imagine that after all, it takes time to verify. Even in the "new bottle" of the Yuan universe, Soul still has to continue paying for the pain before the growth period.

4. [The first anniversary of the listing of Naixue members nearly 50 million]

On June 30, Naixue's tea (HK02159, a share price of HK $ 6.55, a market value of HK $ 11.23 billion) was listed on the first anniversary. According to statistics, as of June this year, Naixue's number of tea shops reached 900, an increase of nearly 350 from June 2021. In the operation of private domain traffic, the number of members of Naixue increased to 50 million. In terms of digital exploration, Nai Xue's "automatic milk tea machine" has invested 120 stores, and its production capacity has increased by about 40%.

Future business short reviews: Digitalization has always been regarded as one of the successful factors of modern new consumer brands. Whether it is a new tea or a coffee brand, the "Ruixing Model" with digital and light stores has always been the object of reference imitation in the industry. However, the heavy manpower model of new tea has always been the restriction of the industry's profits. The exploration of Naixue's automation may be one of the ways to solve the heavy manpower in tea shops. 5. [Xixi Tea "Menghua Lu" joint drinks sold nearly 300,000 cups on the day]

On June 30, the joint milk tea with the popular drama "Menghua Record" was launched. On the first day of launch, two products were sold for nearly 300,000 cups, and the maximum sales volume of a single store was nearly 1,000 cups. ##On the Sina Weibo hot search. As of July 3, the topic has read more than 80 million, and the discussion was 38,000.

Future business short review: This is another joint marketing case in the new consumer field and cultural IP. Previously, convenience stores created anime -themed stores and chain catering launching limited joint products all won the love of young people. This time, the famous "Menghua Record", which is popular among the young people's group, is also complementary to the tea culture advocated by the new tea. Xi Cha also successfully borrowed "Dongfeng" this time.

#Domestic services#

1. [Hungry? "Free one -minute" ten days free of 956,000 orders]

On June 30, the data was announced by Hungry. The "free one -minute" event has been exempt from more than 956,000 orders, and related orders involve over 300,000 merchants. Hungry? At the same time, it is announced that it will start the second phase of the "free one -minute" activity from July 1, and adjust the activity gameplay based on the advice of the consumers participating in the first issue: Among them The upper limit will be adjusted to 56 yuan, which means "I fun", but also advocates ordering on demand to reduce waste. At the same time, it will agree that the same user will get a maximum of up to one free reward on the same day.

Future business short reviews: Instant retail entering the high growth period, and players' gameplay will become more diverse. Recently, because of this "free one -minute" event, I have brushed a wave of presence in front of consumers, and now it is announced to start the second event, hoping to continue the bonus. However, as a marketing activity, it is really important how many new users can "free 1 minute" bring about how many new users can bring. After marketing activities, how to really retain users is also a test.

#/Supply chain#

1. [Southern Airlines Logistics and Jingdong Logistics Co -Construction Integrated Smart Aviation Logistics Platform plan to roll construction within three years]

On June 28, Southern Airlines Logistics Co., Ltd. (hereinafter referred to as China Southern Airlines Logistics) announced that it was integrated with Jingdong Logistics integrated intelligent aviation logistics platform. The intelligent aviation logistics platform will focus on the four major businesses: air freight, modern storage, and e -commerce trade and supply chain management. It is planned to complete the construction of rolling construction within three years. This is also the cooperation between South Airlines Logistics and Jingdong Logistics in 2020.

In the future, business short reviews: Whether it is capital, asset operation, or the landing of actual operating plans, Jingdong Logistics has a significant intention to build its own aviation logistics construction in the first half of the year. For a long time, domestic private express delivery headed by SF and Yuantong has frequently moved in the field of air freight, and has accumulated relatively deep infrastructure and operating capabilities. In addition to the upgrade of aviation air combat, the suspense of "China's Federal Express" is still to be announced, but the cycle of the growth of domestic logistics giants is shortened.

2. [Road Ge Update Hong Kong Stocks Prospectus 2021 net profit exceeding 50 million yuan in annual profit]

On the evening of June 29, digital freight service provider Hefei Weitian Express Information Technology Co., Ltd. ("Lu Ge") updated the IPO prospectus in Hong Kong. 38 billion yuan, an increase of 36.2%year -on -year; operating income reached 6.297 billion yuan, a year -on -year increase of 35%; net profit was 50.744 million yuan, an increase of 95%year -on -year, and the net profit after adjustment reached 87.309 million yuan, an increase of 111%year -on -year. The prospectus shows that in 2019, 2020, and 2021, the revenue was 3.561 billion yuan, 4.665 billion yuan, and 6.297 billion yuan, respectively, with a compound annual growth rate of 33%.

In the future, business short reviews: After submitting the prospectus over half a year, Lu Ge updated the prospectus again to promote the listing of Hong Kong stocks. With the normalization of epidemic prevention methods, the importance of high -efficiency digital freight platforms is even more prominent. Since the beginning of this year, the government has also introduced relevant policies many times to encourage the development of digital freight platforms. In the context of the listing of logistics technology companies, the prospects of freight tracks are broad. However, whether the road song can stand out, it still needs to be seen.

3. [科 彻 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3]

On June 28, Xun Tech Technology announced that it has recently received the first domestic "main driving unmanned" autonomous driving heavy truck public road test sign issued by the traffic police detachment of the Huzhou Public Security Bureau of Zhejiang Province. After obtaining this license, Xun Tech Technology can conduct a self -driving self -driving test in the designated area, and will enter the "master driving unmanned" test stage that is more open, higher, and closer to actual operation scenes. After Schochlast Technology, the unmanned truck "Big Barry Donkey" developed by Alida also obtained licenses. In the future, "Big Man Donkey" will be allowed to perform road testing in the designated area, including some high -speed road sections. Future business short reviews: The birth of the first "main driver's unmanned" heavy truck autonomous driving license, which means that autonomous driving began to enter a higher level of exploration. As the autonomous driving technology is gradually matured, under capital and industrial catalysis, autonomous driving is ushered in a new round of "honeymoon" combining the industry. After experiencing a wave of financing, autonomous trucks have also entered a new stage this year: the cooperation between the autonomous driving and the logistics industry has become the mainstream, the commercialization of commercialization has accelerated, and the L4 mass production competition has become the main point of the next few years.

#Innovation Venture Capital#

1. [Coffee chain brand "Coffee Wings" completes 100 million yuan in financing]

Recently, the coffee chain brand "Coffee Wings" announced the completion of a new round of financing of up to 100 million yuan. This round of financing was led by CICC's fund. It is reported that the wings of coffee were established in 2000 and have now become a coffee light meal chain brand that integrates coffee restaurants, "free wings" smart coffee machines, and supply chain. According to the data released by narrow door meals, the wings of coffee have 112 stores across the country, covering 27 provinces, of which the most provinces are Hebei Province, with 19 stores, followed by Shandong Province and Tianjin City. Stores and 9 stores.

In the future, business short reviews: At present, my country's coffee track is in full swing, and new and old players have made their efforts one after another, and competition has entered the stage of fierceness. Among them, the wings of the coffee have selected a very imaginative segment in this large track, namely the buffet coffee machine. It is reported that as of the end of 2021, more than 70%of the wings of coffee wings are smart coffee machine business, and more than 7,000 smart coffee machines have been launched in 147 cities across the country, becoming the leader of the segmented track. Compared with offline stores, the operating costs of smart coffee machines are lower and flexible, but at present, there are not many players in the track of the track. Therefore, the development of coffee wings on this track may give coffee The market brings new imagination and possibilities.

Daily Economic News

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