Consumption reference 丨 Qi Forest, cut into the difficult cola market

Author:21st Century Economic report Time:2022.07.21

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

Finally, the vitality forest penetrated the hinterland of Coca -Cola.

On July 21, the company confirmed to the 21st Century Business Herald that it is developing sugar -free cola products, and the business line is led by the co -founder's antlers.

Behind the cola market, especially sugar -free cola maintains a relatively high growth rate.

According to the financial report of Popular China ’s exclusive partner Kang, in 2021, its drinking business grew rapidly, with revenue increased by 20.18%year -on -year to 44.802 billion yuan, and net profit increased by 14.88%year -on -year to 2.419 billion yuan. Among them, the revenue of carbonated beverage business increased from 9.043 billion yuan in 2017 to 16.493 billion yuan, a compound growth rate of 16.21%, and a year -on -year growth rate of 23.32%in 2021.

Promoted by this, that year, Pepsi Asia -Pacific sales rose 13%.

In 2017, Pepsi's sugar -free products entered China, and then launched Pepsi Sugar Berryless Raspberry and Pepsi Sugar Natalum in 2019 and 2020.

According to Mu Xinhuan, the person in charge of the Beverage Category of Pepsi Greater China and the head of Pepsi brand, revealed to the 21st Century Business Herald reporter that in terms of sugar -free advancement, Pepsi and Master Kang's senior management reached a high degree of consistency, and the online and offline integration was very close.

Coca -Cola is also expanding production. The Taikoo Coca -Cola reporters disclosed to the 21st Century Business Herald that in the next five years, it will increase investment in China, and the planned investment will reach 5.5 billion yuan.

According to data from Euro Rui, by 2021, my country's carbonated beverages accounted for only 16.98%, which still has a large space compared to 36.94%of the United States.

But as a giant's core hinterland, it is difficult to break through the vitality forest. Coca -Cola has strong barriers to R & D, production, sales channels, and even marketing. It is not the same as the difficulty of breakthroughs in the emerging air bubble water field.

In fact, under the squeezing of the two strongs, at present, the domestic cola brand is difficult to survive.

The transfer announcement of the transfer of "Tianfu Cola (Chongqing) Beverage Co., Ltd. 11.8784%Equity" released by Chongqing Property Rights Trading Network shows that from January to December 2021, the operating income of Tianfu Coca-Cola (Chongqing) beverage company was 16.5187 million yuan and net profit-183.247 million yuan. From January to May 2022, the operating income of Tianfu Coca-Cola (Chongqing) beverage company was 93.255 million yuan, and the net profit was -40.722 million yuan.

Can the vitality forest succeed in this situation?

On July 21, the Shanghai Stock Exchange 80 Index closed at 6400.75 points, a decrease of 0.71%.

agriculture

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On July 21, data from the Southern Peninsula Palm Oil Pressure Sets (SPPOMA) showed that from July 1-20, 2022, Malaysia's palm oil production decreased by 7.55%, the oil output rate increased by 0.36%, and the output decreased by 5.82%.

The total output value of the whole social fishery economy in 2021 was 2968.973 billion yuan

On July 21, according to the information of the Ministry of Agriculture and Rural Affairs, in 2021, the total output value of the fishery economy in the society was 2968.973 billion yuan, of which fishery output value was 151.5863 billion yuan, the output value of the fishery industry and construction industry was 61.5516 billion yuan, and the output value of fishery circulation and service industry was 837.593 billion yuan. The proportion of the three industrial output value is 51.1: 20.7: 28.2. Among the output value of fishery circulation and service industry, the output value of leisure and fishery was 83.556 billion yuan, an increase of 1.19%year -on -year.

The average price of pork in the national agricultural wholesale market increased by 0.4% from the 20th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" on July 21 was 123.56, an increase of 0.20 points from the 20th, and the "vegetable basket" product wholesale price index was 124.77, an increase of 0.22 points from the 20th. As of 14:00 on the 21st, the average price of pork in the national agricultural wholesale market was 30.05 yuan/kg, an increase of 0.4%over the 20th.

food and drink

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Beijing Erguotou Rabbit Lord Wine Co., Ltd. Injects 10 million yuan

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On July 21, according to the First Financial Report, the news that "Lady M announced on WeChat public account that it would terminate its operation in Mainland China" attracted consumer attention. However, according to a person close to Lady M, the announcement did not rule out a official announcement due to the differences in the business philosophy of the brand party and the mainland agency company. As the authorized agreement between the two parties expires, the subsequent income division is also placed on the stage. This announcement does not rule out that the game is continued after the two parties continue to communicate. The subsequent Lady M brand may use the direct -operated model to operate the Mainland China.

Philippine China Royal Mei Sujiaer's net sales increased by 37% year -on -year

On July 20, Fishlan announced the transcript in the first half of 2022, with a total revenue of 6.6 billion euros, an increase of 19.4%year -on -year. Among them, the revenue of professional nutritional business groups rose 18.6%year -on -year to 612 million euros. For Fishlan China, Mei Sujiaer's net sales increased year -on -year, and Royal Mei Sujiaer's net sales increased by 37%year -on -year.

E -commerce retail

Meituan buying vegetables and online "additional products" function

On July 20, Meituan bought food and announced the launch of the "additional product" function. For the reservations that were not sorted on the day, consumers could find the corresponding order on the "My Order" page and added the target on the "My Order" page. Commodity and settlement. As long as the distribution information is consistent, you can deliver it with the original order without the need to bear additional delivery costs. At present, this function has been applied in Beijing, Shanghai, Guangzhou, Shenzhen, and Wuhan.

In the first half of the year, online retail sales of 6.3 trillion yuan

On July 21, a spokesman for the Ministry of Commerce, Shu Jianting, said at a routine press conference that in the first half of the year, my country's online retail market stabilized and rebounded, showing a good recovery situation. According to data from the National Bureau of Statistics, the national online retail sales in the first half of the year were 6.3 trillion yuan, an increase of 3.1%year -on -year; of which, the online retail sales of the physical goods were 5.45 trillion yuan, an increase of 5.6%, accounting for 25.9%of the total retail sales of consumer goods. It was increased by 2.2 percentage points compared to the same period last year.

Gome retail on July 21 at 9 am on the Hong Kong Stock Exchange for a brief stop for sale

On July 21, Gome Retail announced in the Hong Kong Stock Exchange that at the request of Gome Retail Holdings Co., Ltd., the company’s shares have been stopped at 9 am on July 21st at 9 am. The main transaction announcement involved in the company's inside information.

Entertainment game

Tencent Digital Collection Platform "Phantom Nuclear" response will be removed: currently operating everything is normal

On July 20, according to Sina Technology, insiders of Tencent revealed that Tencent is planning to dismiss the "magic nuclear" business this week, which has been conveyed in the phantom nuclear base dry (Tencent's low -level managers). On July 21, according to the Huaxia Times, the magic nuclear said that we did not receive relevant notices and are currently operating everything. At present, the new version of the APP and upgrade the old collection experience, the release of new collections will be postponed. However, the phantom nuclear has not denied whether the magic nuclear will be dismissed, and it has not told reporters that the news is "rumor."

Byte beating will significantly compress the recruitment plan of 2022-2023

On July 21, according to the interface news, it was learned from the byte beating insiders that the byte beating CEO Liang Rubo recently updated the personal OKR. OKR shows that bytes will update the human plan according to the business situation, significantly reduce the recruitment plan from 2022-2023, reduce the growth rate of the organization scale, and improve the efficiency of the organization. It is understood that Liang Robo's OKR did not clearly explicitly compressed the recruitment plan, but according to byte beating insiders, the company had previously emphasized that the organization was lean to lose weight.

Netease Cloud Music gets YG music copyright

On July 21, Netease Cloud Music announced that it will officially reach strategic cooperation with South Korea YG Entertainment. The two parties will launch deep -level cooperation in the fields of music copyright and artist announcement. At present, Netease Cloud Music has been authorized by the full music copyright owned by YG Entertainment, including Bigbang, Blackpink and other Korean hot groups.

SpaceX will cooperate with Meitai to produce space -themed toys

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League of Legends mobile game global revenue exceeds $ 500 million

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On July 21, Zhang Yijun, chairman of the Game Working Committee, officially released the "China Game Industry Report from January to June 2022", showing that the actual sales revenue of the domestic game market in the first half of the year was 147.789 billion yuan, a decrease of 1.80%year-on-year. Down. The size of the game users decreased by 0.13%year -on -year. The decline in user scale shows that the "demographic dividend" of the game industry has basically disappeared, and the industry may have entered the era of stock competition. During the same period, the actual sales revenue of the domestic market independently developed online games was 124.582 billion yuan, a year -on -year decrease of 4.25%.

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Cultural tourism

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Paper industry

Sun paper industry: Laos base has created the highest level since 2022

On July 21, the Sun Paper said on the investor interactive platform that the wood pulp products of the company's Laos base were mainly dissolved slurry. Since 2022, the Laos base has made every effort to excavate the production capacity of dissolved pulp. The highest level.

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