Consumption reference 丨 Policies to heat the summer period

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

"Finally act."

For the National Film Agency's market rescue measures, the shadow investment owner commented.

On August 11, the National Film Bureau issued a notice on the 2022 film -benefit consumer consumption season, which launched a lot of money including rich film supply, issuing movie viewing coupons, excavating rural consumption potential, promoting the implementation of bailout policies, etc. Xiang rescue city measures. The development time is from August to October 2022.

Specifically, on the issuance of movie viewing consumer coupons, the National Film Bureau stated that it is necessary to unite movie ticketing platforms such as cat eyes, ticket tickets, and Douyin to issue 100 million yuan of movie viewing consumer coupons, set up "love movies · love life" 2022 2022 2022 2022 The year of the year's film benefit people consumption seasons column, subsidize the audience's ticket purchase fees, and stimulate the enthusiasm for consumption.

The most concerned about the industry is the supply of rich films. The "Notice" pointed out that the production and distribution units should be encouraged to actively launch high -quality films to enter the market, promote more new movies to speed up the release, and actively carry out online and offline films such as road show live broadcast and main creative connection The coverage and consumption conversion rate attracts more audiences into the theater to watch the movie.

In fact, "film shortage" is one of the biggest issues in the current theater market. According to the Wanda Film Announcement, due to the repeated epidemic and film shortage, in the first half of 2022, the national film box office was 17.18 billion yuan, a decrease of 37.7%from the same period in 2021, and the number of viewers of 398 million, a decrease of 41.7%from the same period in 2021. As a result, Wanda Movies predened a loss of 520 million yuan to 600 million yuan in the first half of the year.

At present, key films are pushing the market to recover. According to the lighthouse data, as of 22:00 on August 11, the film box office of the movie reached 7.196 billion yuan, which was about to exceed the total box office of last year (7.38 billion yuan), but it was the highest record in 2019 (17.7 billion yuan). There is a small distance.

The return of the film market is mainly due to the "Lone Moon" starring Shen Teng and Ma Li. As of 22:00 on August 11, the box office has reached 2.217 billion yuan.

Driven by the policy, the new film is also landing. "Little Yellow 2" produced by Universal Films will be released on August 19 as a series of animation of the blockbuster. The market is looking forward to the film. In addition, this is also a benefit for Universal Studios, which has already landed in Beijing.

In addition, there are two animations with different styles and nationality in the summer. Including the domestic animation "Monster of Mountains and Sea", which was released on August 13, and the latest masterpiece "Freckle Princess" by Mika Mori, a Japanese animation master, which was released on August 26.

For the industry, the more new films, the better.

On August 11, the Shanghai Stock Exchange 80 Index closed at 6202.09 points, an increase of 2.13%.

agriculture

The average price of pork rose 1.3%

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on August 11 was 120.77, an increase of 0.17 points from the 10th. The wholesale price index of the "vegetable basket" product was 121.48, an increase of 0.19 points from the 10th. As of 14:00 on the 11th, the average price of pork in the national agricultural wholesale market was 29.54 yuan/kg, an increase of 1.3%over the 10th.

food and drink

Dongpeng beverage or issued about 500 million US dollars in Switzerland

On August 11, according to media reports, Dongpeng beverage is reportedly appointed CICC and Goldman Sachs arranged for the issue of about 500 million US dollars of global deposit vouchers (GDR) in Switzerland. On June 29, Dongpeng Beverage has announced an announcement. And listed on the Swiss Stock Exchange.

Fried Chicken Brand Popeyes may be operated by Carteslon Capital

On August 10th, Eastern Time, the American fried chicken brand Popeyes parent company Restaurant Brands International Inc. (hereinafter referred to as "RBI") posted on the official website that Popeyes and Cartesian Capital Group (Descartes Capital) has already developed Popeyes in China in the future. The brand has signed a list of non -binding clauses and is exclusive. RBI said this helps the development of Popeyes and expand the influence of the brand. The completion of the transaction depends on the execution of the final document, due diligence, and the approval of all parties. If it is smooth, then Popeyes' operating rights in Mainland China will transfer from previous TFI to Cartcarta Capital. Descartes Capital also operates Tim Hortons coffee in China, which belongs to RBI like Popeyes.

Popeyes large area customs store

According to the First Financial News, Popeyes, the once popular American net red fried chicken brand, was rumored to close many Chinese stores. Four Popeyes stores in Shanghai have shown suspension of business, showing that the flagship store of Huaihai Middle Road and Xinmei United Plaza stores are still open. In addition, two stores in Hangzhou have also shown suspension of business. The only store in Nanjing shows normal business. Popeyes在微信公众号表示：“你也许听说我们关了几家店，但我们不会离开哦，会很快回来，因为'鸡，不可失'，再见定是新篇章，依然爱着这只Chicken. "The vitality forest reached a comprehensive strategic cooperation with the distant view technology group

On August 9th, according to the Vitality Forest Officer Micro News, at the Ordos Global Zero Carbon Industry Summit, the Vitality Forest officially released the first "zero -carbon" bubble water, and announced that it would reach a comprehensive strategic cooperation with the Vision Science and Technology Group. The two sides have now conducted in -depth cooperation in multiple areas of carbon neutrality and solutions.

Bbby Food's half -year net profit decreased by 44.18% year -on -year

On August 10, Barbie Food announced that revenue was 685 million yuan in the first half of 2022, an increase of 15.19%year -on -year; net profit attributable to shareholders of listed companies was 118 million yuan, a year -on -year decrease of 44.18%.

Courier logistics

Courier brand concentration increases

According to the State Post Office, in the first half of 2022, the postal express business volume and revenue completed 5122 billion pieces and 498.22 billion yuan, respectively, an increase of 3.7%and 2.9%year -on -year. In the first half of the year, the concentration index of the express delivery service brand CR8 was 84.7, an increase of 3.9 year -on -year, and the market share gathered to the head enterprise.

Entertainment game

The signing number of Bona Films is 494,800

On August 10, Bona Film disclosed the results of the online signing on the Internet, with a total of 494,827 signing numbers. Each winning number can subscribe to 500 Bona Film A shares.

Big Fish under Alibaba Entertainment increases 300 million yuan in capital

According to the industrial and commercial registration information, industrial and commercial changes have undergone industrial and commercial media Co., Ltd., and the registered capital has increased from 10 million to 310 million yuan. The company was established in April 2017. The legal representative is Li Wei. The business scope includes Internet information services, radio and television programs production, film filming, film distribution, etc. Shareholders' information shows that the company is wholly -owned by Alibaba Culture and Entertainment Co., Ltd.

The development cost of "Original God" may reach 500 million US dollars

On August 11, Sensortower data showed that in the first half of 2022, the "original God" mobile game attracted US $ 140 million (about 942 million yuan), and the US revenue on the US mobile game topped the United States. In addition, Mihayou announced in 2021 that the budget of "The original God" will increase from $ 100 million per year to US $ 200 million (about 1.346 billion yuan) per year. This means that by September 2022, the development cost of "Yuanshen" will reach 500 million US dollars (about 3.365 billion yuan). This number will surpass it than "Star Citizen" and become the most developed game in history.

Textile clothing

Japan Diste intends to increase its holdings of Ningbo Le Cark to 75%

According to media sources, Japanese sportswear brand Descente released news on August 8 that the company plans to acquire LE COQ Sportif Ningbo as its subsidiary. Diste previously held 40%of Ningbo Lekka Clothing, and will obtain all Chinese clothing companies' holdings of Ningbo Leca for 3.5 billion yen (about 176 million yuan) to increase. Holding equity to 75%. Its subsidiary of Ito Zhongshang Affairs of Ningbo Le Card Clothing will hold 25%of its subsidiaries. The stock transfer agreement will be signed on August 10.

Cultural tourism

"Anti -season skiing" is popular

On August 11, Feizhu released the trend of summer consumption. Data showed that emerging summer tourism forms such as "anti -season skiing" and night tour became the hot choice of consumers. In the past month, the number of orders related to the commodity of Flying Pigs has increased by more than 25%year -on -year, and the amount of orders related to summer skiing increased by more than 15%from the same period last month. More than 30%.

Disney net profit increased by 53% year -on -year

On August 10, local time in the United States, The Walt Disney Company (NYSE: DIS) released the performance report of the third quarter of the 2022 fiscal year on July 2, 2022. Financial data shows that the third fiscal quarter of the 2022 fiscal year, Disney's operating income was US $ 21.504 billion, a year -on -year increase of 26%; net profit attributable to the mother was US $ 1.409 billion, a year -on -year increase of 53%. From the perspective of income composition, during the reporting period, Disney Media and Entertainment's issuance revenue was US $ 14.11 billion, an increase of 11%year -on -year; Disneyland, experience and product revenue was US $ 7.394 billion, an increase of 70%year -on -year.

Paper industry

This week's domestic port pulp inventory is narrow and exhaustion

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