Consumption reference 丨 Bubble Mart, the market value evaporates more than 100 billion Hong Kong dollars

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

Bubble Mart's market value continued to decline.

On July 19, Bubble Mart fell nearly 6%in the morning, and the stock price fell to nearly HK $ 21 to reach the lowest price in history. As of the closing of the day, Bubble Mart closed at HK $ 22.25, a decrease of 0.22%, with a total market value of 31.096 billion Hong Kong dollars.

At the end of 2020, Bubble Mart was listed on the Hong Kong Stock Exchange, with a market value of more than 140 billion Hong Kong dollars. Compared with the latest market value, it has evaporated over 100 billion Hong Kong dollars.

The decline in performance may be the cause of the stock price.

On July 15, Bubble Mart announced that the expected income in the first half of the year was not less than 30%year -on -year, and the decline in net profit declined by not more than 35%. Given that its current revenue is expected to increase by 65%-70%year -on -year, this means that in the second quarter, the revenue of Bubble Mart has decreased slightly, and the net profit has declined significantly.

There are major environmental factors behind. In the second quarter, the epidemic in various places not only caused a significant impact on the bubble Mart's offline stores (43 stores in Shanghai are in a closed store in April to May), and at the same time, it also impacted the logistics and delivery in some regions.

According to data from the State Bureau of Statistics, the cumulative growth rate of the zero-year-on-year growth rate from January to June narrowed to -0.7%(previous value -1.5%). Judging from the cumulative retail sales in the first half of the year, the optional consumption consumption of Bubble Mart is difficult and optimistic. Among them, cosmetics, gold and silver jewelry have not yet reached the same period last year (year-on-year growth rate -0.6%,-3.1%); while clothing shoes and shoes The repair of caps, needles, and textiles is relatively slow, respectively -6.8%and-4.2%compared with the same period in 2021 and 2019, respectively.

The company seems to be a solution to the sea. The 2021 annual report shows that Bubble Mart has settled in 23 overseas countries and regions including South Korea, Japan, the United States, Canada, the United Kingdom, and Singapore. Overseas revenue reached 137 million yuan at that time, accounting for 3.0% of total revenue.

But from the perspective of the stagnation situation in Europe and the United States, this road is also difficult to say. And last year, Mart's overseas business gross profit margin was only 37.2%, which was the lowest for all business categories.

The good news lies in the company's start to repurchase stocks. On July 19, Bubble Mart announced that 3.1538 million shares were repurchased on July 19, 2022, with the repurchase price of HK $ 21.05-22.35 and cost about 69.21 million Hong Kong dollars.

Earlier, many institutions lowered their target price.

On July 19, the Shanghai Stock Exchange 80 Index closed at 6370.04 points, a decrease of 0.44%.

agriculture

The average price of pork in the national agricultural wholesale market decreased by 1.6% from the 18th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "200 Index 200 Index of Agricultural Products Wholesale Price" was 123.19, an increase of 0.15 points from the 18th, and the "vegetable basket" product wholesale price index was 124.35, an increase of 0.17 points from the 18th. As of 14:00 on the 19th, the average price of pork in the national agricultural wholesale market was 29.89 yuan/kg, a decrease of 1.6%from the 18th.

Wen's shares: Anti-July-July to repurchase 5-year US dollar bonds 35.755 million US dollars

On July 19, Wen's shares announced that it repurchased the total principal of USD 35.755 million from May to July 2022 from May to July 2022, which accounted for about 5 years when the public market survived for 5 years. Topic US dollar bond principal of 10.22%. As of the date of this announcement, the five -year US dollar bonds have been canceled, and the principal balance of the 5 -year US dollar bonds for the existence of the 5 -year -old USD was US $ 314 million.

Aonon Biological: The goal is to reduce the cost of fattening to 16 yuan/kg at the end of 2021 at the end of 2022

On July 19, Aoon Biological said on the investor interactive platform that the current cost of milk breaking is about 430 yuan/head. The company's goal this year is to reduce the cost of weaning piglets to about 380 yuan/head. The cost of fattening should have a large decline in the next year. The goal is to reduce the cost of fattening to 16 yuan/kg at the end of this year and early next year.

food and drink

Qingdao Beer: Jiang Zongxiang and Hou Qiuyan were appointed as executive directors

On July 18, Qingdao Brewery shares issued an announcement that Jiang Zongxiang and Hou Qiuyan were appointed as executive directors of the company. The term of office has been expired from the date of review and approval of the temporary shareholders' meeting to the tenth board of directors.

Laiguki Naru Nu's Note 30 million U.S. dollars set up an investment company

On July 18, Industrial and Commercial Information showed that the establishment of Laigubu Yibu Investment Co., Ltd., the legal representative is Liu Guanwei, with a registered capital of 30 million US dollars. The business scope includes investment activities with its own funds; investment management; catering management; food sales (only Sales pre -packaged food); food Internet sales (only pre -packaged food); food import and export. Shareholders' information shows that the company is a wholly -owned holding of Dianbu Diibu Catering Management (Hong Kong) Holdings Co., Ltd.

Tao Li Bread's net profit in the first half of the year decreased by 3% year -on -year

On July 18, Tao Li Bread disclosed the semi -annual performance of 2022. The report showed that its operating income was 3.206 billion yuan in the first half of the year, an increase of 9.06%year -on -year; the net profit attributable to the mother was about 357 million yuan, a year -on -year decrease of 3%. Tao Li Bread stated that due to the rise in the price of some raw materials and the increase in terminal delivery service costs, the gross profit margin in this period has decreased slightly year -on -year; in addition, other revenue, exchange income and financial income of the company in the same period last year were higher than this issue.

Fun Store pre -production release brand strategy on July 18th, the "Qundian pre -production" brand strategy press conference under the "Qundian Pre -Restaurant" brand strategy of Qudian Group was held in Xiamen. Luo Min, the founder and CEO of Qudian Group, said that at the beginning of this year, Moian established 15 prefabricated vegetable production and processing factories in 15 cities including Xiamen, Wuhan, and Shenzhen. Qudian Group has cooperated with head agricultural enterprises, including Teleis, Longda, Guolian Aquatic Products, Hengxing Aquatic Products and many other high -quality enterprises. Luo Min also said that in the next three years, 100,000 users will be supported to start offline stores. On July 17, Luo Min lived in his Douyin live room with a total of 95.87 million people.

Deleis: Shandong 100,000 tons/year prefabricated vegetable project was completed at the end of 2021 and put into production in the first quarter of this year

On July 19, Deleis stated on the investor interactive platform that it is currently completed in Shandong 100,000 tons/year prefabricated vegetable project and put into operation in the first quarter of this year. The Shaanxi project is stepping up construction. It has been put into use, and the sales team is growing.

Mars Food response Rainbow sugar is accused of causing DNA changes: the requirements for production in the Chinese market

On July 19, according to the news of the Jiupai, the staff of the Rainbow Sugar (China) Co., Ltd. in China's affiliated company Mars Food (China) said that all the rainbow sugar produced in the Chinese market in the Chinese market is safe. The company strictly produces and manage Chinese food safety standards. It meets the requirements of Chinese laws and regulations and can be eaten with confidence.

Starbucks close more American stores on the grounds of "law and order factors"

On July 18, according to media reports, Starbucks CEO Howard Schultz said that considering security issues, the company plans to close more stores. According to reports, Schultz said in a video that Starbucks is closing the "not inaccurate" store because of security -related issues, including crimes, homelessness, and use of drugs in the bathroom. The workers who participated in the work of unions said that Starbucks was to resolve the efforts of the workers to form a trade union. The Starbucks Workers' Alliance stated that more than 180 branches have voted to decide to establish a union.

Several seniors of Weilong shares are supervised and warned

On July 18, Weilong issued an announcement saying that due to the inaccurate disclosure of the performance trailer information in 2021 and not timely, the Shanghai Stock Exchange decided to be the chairman of Weilong Wine Co., Ltd. Huang Zuchao, then general manager Sun Yantian, and then finance. Zheng Linlin, director and secretary of the board of directors, Zhang Huanping, then an independent director and the convener of the audit committee, was supervised and warned. In addition, Wang Bing, then deputy general manager, was supervised and warned by minusing holdings during the window.

E -commerce retail

Daily Fresh Legal Representative Change

On July 19, industrial and commercial information showed that recently, the industrial and commercial changes in Beijing Daily Youxian E -commerce Co., Ltd., co -founder Zeng Bin stepped down as the legal representative, chairman, and manager. ,manager.

Entertainment game

Tencent Video: Reports to reach a long video of a long video with a company are not true

On July 19, Tencent Video stated on the official Weibo, "It noticed that today's unreal reports about Tencent Video and a company reached a long -term strategic cooperation with a company, hereby declare that the news is a rumor." Previously, there were reports that Ji Love said that Ji Love After Qiyi and Douyin announced their cooperation, Tencent Video is also negotiating with Quick Hands to negotiate the strategic cooperation, and "close to the reach".

Iqiyi and Douyin reached content authorization cooperation agreement

On July 19, Douyin announced its cooperation with iQiyi, and the two sides will explore the second creation and promotion of long video content. Based on cooperation, iQiyi will authorize long video content with information network dissemination and transfer to its content assets to Douyin Group for short video creation.

Kuaishou: Jay Chou's live broadcast has accumulated 110 million viewers will hold online singing friends

On July 18th, according to the official data of Kuaishou, Jay Chou ’s live broadcast in the evening has accumulated 110 million viewers, the highest real -time online viewers exceed 6.54 million, and the total interaction between the live broadcast room is 450 million. In the live broadcast of the night, Jay Chou announced that he would host an online singing party in the fast -handed hand.

Netease Games announced the opening of the new studio jar of Sparks

On July 18th, according to NetEase's official website, NetEase Online Games Department NetEase Games announced that a new AAA studio Jar of Sparks will focus on creating the next generation of narrative action games. The studio is led by Jerry Hook, and is the former design director of "Halo: Infinite". It has helped launch the original Xbox and the founding member of Xbox Live; project. The studio is headquartered in Seattle in the United States and is expected to recruit globally.

Sensortower in June Global Hot Door Movement Games List: Tencent "Glory of the King" won the championship

On July 19, Sensor Tower store intelligence data showed that Tencent's "Glory of the King" in June 2022 was $ 238 million in the global App Store and Google Play, and won the global mobile game bestseller list. Revenue from the iOS market in China accounts for 95%, and overseas market revenue accounts for 5%. Mihayou's "Original God" mobile end ranked second in the list with a revenue of $ 154 million, an increase of 58.5%over June 2021. Among them, 44%of their income came from its Chinese iOS market, and the Japanese market revenue accounted for 25.5%. The top five games on the list are Tencent's "PUBG Mobile", Niantic "Pokémon Go" and King Crush Saga. See Entertainment Entertainment Secondly, submit the prospectus in the second degree

On July 19, according to the documents of the Hong Kong Stock Exchange, the second time to see the entertainment entertainment submitted a listing prospectus to the Hong Kong Stock Exchange, and the entertainment entertainment was submitted to the Hong Kong Stock Exchange on January 3, 2022. In terms of finance, in the first four months of 2019, 2020, 2021 and 2022, the revenue of entertainment was 135 million, 260 million, 346 million and 66 million yuan, respectively, and net profit was 19.273 million, 25.845 million, and 1795.2, respectively. 10.884 million yuan. It is worth noting that in the four months of 2020, 2021 and 2022, the revenue generated by the Entertainment from Youku and its affiliated companies was 45.8 million, 174 million yuan and 37.6 million, respectively, accounting for the company's total income of the same period of the same period. 17.6%, 50.4%and 57.1%.

WeChat video number native advertisement is officially launched

On July 18, the WeChat Advertising Assistant public account announced that the video number native ads were officially launched. According to reports, users click on the advertising component card on the video to evoke brand applets, native promotion pages or H5; in addition to jumping the brand applet, the video number native ad Page guide users to add corporate WeChat.

Wendou Holdings: Chairman of the Company resigned

On July 19, Wendou Holdings Co., Ltd. announced that Zhou Mao did not apply for resignation of the company's chairman, director and board special committee for personal reasons.

Home improvement

Tuba Rabbit take the initiative to revoke the IPO

On July 18th, according to the Shenzhen Stock Exchange, Tuba Rabbit has submitted to the Shenzhen Stock Exchange "Application of Tusubutu Group Co., Ltd. on the withdrawal of the first public offering of the stock and the application document on the GEM". I submitted an application for the withdrawal of Tuba Rabbit on the GEM to the Shenzhen Stock Exchange. The Shenzhen Stock Exchange decided to terminate the first public offering of shares and listed on the GEM for the first time. Wang Guochun, the co -founder of Tuba Rabbit, responded on Weibo that the withdrawal of the GEM IPO this time is based on comprehensive considerations such as the current overall environment of the market. In the future, the listing plan will be restarted depending on the right time.

Luxury

Liufu Group's 2022 fiscal year net profit of 1.392 billion Hong Kong dollars

On July 19, the Hong Kong Stocks Liufu Group issued a fiscal year 2022. It achieved operating income of HK $ 11.738 billion from April 1, 2021 to March 31, 2022, an increase of 32.46%year-on-year. The net profit attributable to the parent company was HK $ 1.392 billion, an increase of 36.86%year-on-year, and the basic earnings per share were HK $ 2.37.

Christie's Establishment of venture capital departments

On July 18th, according to media news, Auction Room Christie's said that it was setting up a internal venture capital company Christie's Ventures to provide startups with seed funds to develop and sell digital art. Christied plans to invest at least millions of dollars in a number of new -founder enterprises in the next few weeks, and said that he has invested in a Canadian startup Layerzero Labs, which provides business for digital assets such as using or transferring cryptocurrencies on different blockchains.

Cultural tourism

Where to go: Since July, the sales of tickets in Beijing scenic spots have increased by 370% month -on -month

On July 19, the data of where to go to the platform showed that in the first three weeks of July, hotel reservations increased by 64%from the same period of June, an increase of 25%from the same period before the epidemic in 2019; The reservation volume increased by 31%in the same period from June, ranking first in urban hotels across the country in July. Since July, as of July 19, on the whereabouts of where to go, the sales of tickets for Beijing scenic spots have increased by 370%from the same period in June.

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