The wine industry is not all good news.
On January 27, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) fell by the limit. As of the closing, the stock was reported at 18.59 yuan, down 9.98%, with a total market value of 3.298 billion yuan.
In addition to market fluctuations, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) issued a bleak performance forecast.
On January 26, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) announced that the operating revenue in 2021 is expected to be 85 million yuan to 93 million yuan, down from the previous year; The net loss was 10-15 million yuan, a year-on-year decrease of 129.87% - 144.80%, from profit to loss; The net profit attributable to the shareholders of the listed company after deducting non profits was a loss of 13-19 million yuan, a year-on-year decrease of 353.17% - 470.02%.
According to the announcement, the sharp year-on-year decline in Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) performance is mainly due to the impact of epidemic control in its main sales areas in the second half of the year, the decrease in sales revenue, the increase in the proportion of low-end product sales and the decrease in gross profit margin; At the same time, the sales expenses and management expenses increased year-on-year, resulting in a loss in the net profit before and after non deduction.
It is worth noting that Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) said in the risk warning that if its audited net profit (lower before and after deducting non recurring profits and losses) in 2021 is negative and its operating income is less than 100 million yuan, according to the stock listing rules of Shenzhen Stock Exchange, the company's A-share shares will be subject to delisting risk warning after the disclosure of the 2021 annual report.
This is not a strange experience for Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) .
Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) wore hats for the first time in 2004 after losing 11.9 million yuan and 116 million yuan in 2002 and 2003; The second was in 2009, after a loss of 50.83 million yuan and 58.81 million yuan in 2007 and 2008; The third was in 2015, after a loss of 29.3 million yuan and 39.29 million yuan in 2013 and 2014; The fourth was in 2018, after a loss of 126 million yuan and 188 million yuan in 2016 and 2017.
Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) deduction of non net profit has suffered losses for six consecutive years since 2013. The loss of deduction of non net profit in 2016 and 2017 exceeded 100 million yuan, 107 million yuan and 165 million yuan respectively. In 2017 and 2018, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) net assets at the end of the period were negative. According to relevant regulations, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) was suspended from listing by Shenzhen Stock Exchange on May 13, 2019.
The turning point is the entry of Shengda Group, a local private enterprise.
According to the announcement in April 2019, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) the second largest shareholder Huangtai commerce and trade signed a voting right entrustment agreement with Shengda Group and irrevocably entrusted all the voting rights corresponding to its 24.6679 million shares to the latter for a period of three years. This resulted in Shengda Group and its persons acting in concert controlling 19.9% of the equity of the listed company* St Huangtai's controlling shareholder was changed to Shengda Group.
Shengda successively donated 100% equity of Shengda Huangtai with a total book value of 139 million yuan to Huangtai brewing company, making the net assets of Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) 2019 reach 91.8701 million yuan, from negative to positive.
In addition, Shengda Group also saved Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) by providing interest free loans to resume production, debt repayment, debt restructuring and other means. In 2019, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) achieved a revenue of 99.0463 million yuan and a net profit of 68.2137 million yuan, turning losses into profits. In December 2020, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) resumed listing.
Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) the problem is over reliance on the provincial market.
According to the mid-2021 report, as of the first half of 2021, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) had a revenue of RMB 1972.55 million in Gansu Province, accounting for 78.12% of the revenue; The income outside the province is only 5.52 million yuan, accounting for only 21.88% of the revenue. Huangtai has a certain sales base in the Northwest market, but the development of markets outside the region is limited. After the strengthening of regional epidemic control, it has been greatly hit.
The "sinking" of giants also has an impact on Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) .
In recent years, Baijiu Moutai, Wuliangye Yibin Co.Ltd(000858) and Luzhou Laojiao Co.Ltd(000568) have launched "Moutai Prince wine", "five grain special Qu", "special tune" and other low-end products, forming extrusion.
The competitive strength of Jinhui Liquor Co.Ltd(603919) , which is also a regional famous wine, has gradually strengthened after joining the Fosun system. Some securities companies predict that Jinhui Liquor Co.Ltd(603919) may account for more than 30% of the city in the province in the future. The products, brands and production of Huangtai are in a difficult stage after internal friction in recent years.
In 2019, after the Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) was restored to market, Zhao Mantang, the real controller of Shengda Group, said that it would strive to form a certain market scale in 3 to 5 years, so that Huangtai Baijiu liquor could become a strong brand in the regional market, and strive to make "South Moutai and North Huangtai" in 10 years.
I hope he can succeed.
On January 27, the Shanghai Composite Consumer 80 index closed at 6635.29 points, down 1.64%.
macro
Ministry of Commerce: China's online retail market will maintain steady growth in 2021
On January 27, according to the website of the Ministry of Commerce, Gao Feng, a spokesman of the Ministry of Commerce, said at a news conference held by the Ministry of commerce that China's online retail market will maintain steady growth in 2021 and become an important force for steady growth, employment and consumption.
According to the data of the National Bureau of statistics, in 2021, the national online retail sales reached 13.1 trillion yuan, a year-on-year increase of 14.1%, and the growth rate was 3.2 percentage points faster than that of the previous year. Among them, the online retail sales of physical goods exceeded 10 trillion yuan for the first time, with a year-on-year increase of 12.0%, accounting for 24.5% of the total retail sales of social consumer goods, and contributing 23.6% to the growth of the total retail sales of social consumer goods.
food and beverage
Sichuan Swellfun Co.Ltd(600779) last year's net profit increased by 64%
On January 26, Sichuan Swellfun Co.Ltd(600779) released the performance forecast. It is estimated that the net profit in 2021 will increase by about 468 million yuan year-on-year, an increase of about 64%; The operating revenue increased by about 1.626 billion yuan, a year-on-year increase of about 54%; Compared with the same period last year, the sales volume increased by about 3171 kiloliters, with a year-on-year increase of about 40%. All the sales growth came from medium and high-grade wine.
JDB said sales and profits "increased significantly"
In January 26th, according to the official account of WeChat public, Chen Hongdao, chairman of the board of directors of the group of JDB, said in the new year's message that the company achieved high quality development in 2021, and sales and profits have been greatly improved, fine management has been successfully landed, digital transformation and innovation have been developed, and the brand's voice is full of blood resurrection. In addition, according to the company's release today, JDB's spring festival marketing sales in 2022 increased by more than 100% year-on-year.
Huang Swan completed round C financing of 600 million yuan
On January 26, according to 36 krypton news, yellow Swan received 600 million yuan of C + round financing, led by Fengshang capital, followed by Huaying capital, Yinggang capital, Jianfa emerging investment and Yiyuan capital. Yellow swan is a brand of raw edible eggs, focusing on the research and development, production and sales of eggs, focusing on the egg brand of raw edible standards.
tushang coffee, hollys coffee and tomntoms have increased their prices
On January 27, according to the consumer news, tushang coffee, hollys coffee and tomntoms decided to raise the price at the same time on January 27. Tushang coffee raised its price again after 9 years and 5 months, and the unit price of 21 of the 54 types of coffee on sale increased by up to 400 won. Tushang coffee related person explained that "recently, the cost pressure of coffee beans and milk has exceeded the unbearable level, so the price will be raised only as a last resort". Tomntoms also decided to raise the price of coffee drinks by 300 won and dessert by 500-800 won. Hollys coffee also raised the prices of coffee and chocolate by 400 won and 200 won respectively.
South Australian wine giant seppeltsfield acquires old winery
On January 26, according to media news, South Australia Barossa Valley wine giant seppeltsfield recently acquired old winery Pennys Hill wines to promote the diversification of overseas markets and cope with the sharp decline of China's export business. Warren Randall, who is in charge of seppeltsfield, said the acquisition was part of the company's new strategy to deal with the change.
e-commerce retail
the capital contribution of meituan Longzhu affiliated enterprises increased to 5 billion
On January 27, according to the industrial and commercial data, recently, the Shenzhen Longzhu equity investment fund partnership (limited partnership) underwent industrial and commercial changes. The partners added Beijing paopaomat culture and creativity Co., Ltd., Haoxiangni Health Food Co.Ltd(002582) and so on. At the same time, the capital contribution of the enterprise increased from 1.21 billion yuan to about 5.015 billion yuan.
entertainment games
Zhang Yiming stepped down as a legal person of several affiliated companies
On January 27, according to shell finance news, Zhang Yiming stepped down as the legal representative of several affiliated companies. According to people close to byte beating, Liang Rubo has been fully responsible for the overall development of byte beating company. Zhang Yiming's withdrawal from the legal representative of several affiliated companies is a normal change in corporate governance. The source said that Zhang Yiming no longer participated in the company's internal bimonthly meeting and daily management.
Four new products of byte: social "Party Island", Wukong search, game community "spiritual selection" and Siasun Robot&Automation Co.Ltd(300024)
On January 27, according to the news of Tech planet, byte beat intensively laid out a number of new businesses. It will launch a social app "Party Island", launch a new search product "Wukong search" and create a game community product "smart choice". In addition, byte is also testing short-distance distribution Siasun Robot&Automation Co.Ltd(300024) .
shake hands related person: byte beating will push tiktok APP away from the meta universe
On January 27, according to China Securities Network, some media reported that byte beat will launch the meta universe social app "Party Island", launch a new search product "Wukong search" and create a game community product "smart selection". In addition, it is also testing short-distance distribution Siasun Robot&Automation Co.Ltd(300024) . According to the response of the relevant person tiktok, the "Party Island" is not related to the yuan universe. It is a social product still measuring in a small area. It must be invited to use it.
Tencent invested 100 million yuan to establish a business management company in Chengdu
On January 27, according to the industrial and commercial data, Chengdu Shiyu Business Management Co., Ltd. was established with a registered capital of 100 million yuan, the legal representative is Cai Guangzhong, and its business scope includes commercial complex management services; hotel management; Organize cultural and artistic exchange activities; Fitness and leisure activities, etc. Shareholder information shows that the company is wholly owned by Shenzhen Tencent Business Management Co., Ltd.
Hubei Century Network Technology Inc(300494) : it is expected that the net profit in 2021 will increase by 106.71% - 156.32%
On January 27, Hubei Century Network Technology Inc(300494) announced that the net profit in 2021 is expected to be 125-155 million yuan, with a year-on-year increase of 106.71% - 156.32%. During the reporting period, the company continued to deeply layout the digital entertainment scene and strengthen the integrated operation system of platform, content and service. The product camp of the company's IP operation has expanded steadily. The new community ecology built around suileyou cloud game platform is taking shape, the quality and efficiency of Internet marketing business have been improved, and the net profit attributable to the shareholders of Listed Companies in the whole year has increased significantly compared with the previous year.
film and television publishers broke their shell and obtained Angel round financing
On January 26, according to the news from the small dinner table, the angel round financing was obtained after breaking the shell. The financing amount was not disclosed, and the investor was price capital. Breaking out of the shell is a film and television distributor. The company's business involves the production of radio and television programs; Film distribution; Performance brokerage; Film production; Film and Television planning; Literary creation, etc.
NFT art platform trlab completed US $4.2 million financing
On January 27, according to the news from the investment community, NFT art platform trlab announced that it had completed the financing of US $4.2 million, including animoca brands, Bai capital, pace Verso, metapurse, digital Renaissance foundation, Ince capital, Willoughby capital, art collector Adam Lindemann Art entrepreneur Loic gouzer and others participated in the investment. This round of financing funds will be used to expand the creative scale of trlab, support more artists in traditional and digital fields, and comprehensively improve the community functions and membership rights enjoyed by collectors.
change of shareholders of animation Hall: exit from station B, Tencent overweight
On January 26, according to industrial and commercial data, Tianjin animation Hall Art Development Co., Ltd. underwent industrial and commercial changes, and many shareholders such as Shanghai huandian Information Technology Co., Ltd. withdrew; Guangxi Tencent Venture Capital Co., Ltd., a new affiliated company of Tencent, is a shareholder, holding 33%. Previously, the shareholders of the company have included Tencent affiliated company Linzhi Lichuang Information Technology Co., Ltd.
Mattel is authorized to produce Disney dolls
On January 27, according to media news, Mattel executives said that the company obtained the license to produce toys based on Walt Disney Princess series and ice and snow series, and recaptured the production right of these products from Hasbro. Mattel will start selling new Disney toys in 2023, and the financial terms of the transaction are not disclosed.
Clothing textile
Levi's fiscal year 2021 revenue increased 29% to $5.8 billion
January 27, Levi Strauss & Co. Released the results of fiscal year 2021, disclosed that the revenue increased by 29% year-on-year to US $5.8 billion, and the net profit recorded US $554 million. Among them, the sales in the fourth quarter was US $1.7 billion, a year-on-year increase of 22%. By region, the company's revenue in the Americas, Europe and Asia increased by 23%, 16% and 16% year-on-year respectively in the fourth quarter of fiscal 2021.
decathlon group announces new CEO
On January 27, Fabien derville, chairman of the board of directors of decathlon, announced the appointment of Barbara Martin Coppola as the CEO of the group. She will succeed Michel aballea. The appointment will take effect in mid March 2022.
education
brokers say vocational schools will de capitalize into false news
On January 27, there was a market rumor that the regulatory authorities interviewed the person in charge of the listed education company, and the listed company could no longer have any school assets in its statements, could no longer acquire and acquire school assets in any form, and could not expand the scale of running a school in any form; You can't raise tuition fees at will. This rumor caused a number of vocational education stocks in the Hong Kong stock market to shake. Anxin international, a subsidiary of Anxin securities, denounced the rumor as false news, "the file format is wrong and the content is exaggerated". Anxin International said that it has communicated with a number of listed vocational education companies, and the company's management has not seen official documents, attended official meetings or received official notices.
Oriental Cambridge Education Group and Bluefocus Intelligent Communications Group Co.Ltd(300058) jointly create an educational meta universe
On January 27, according to the official wechat news of Bluefocus Intelligent Communications Group Co.Ltd(300058) , Oriental Cambridge Education Group reached a strategic cooperation with Bluefocus Intelligent Communications Group Co.Ltd(300058) to jointly explore the application and implementation of metauniverse in the education industry. The two sides set up the first yuan universe Industrial College in Harbin Cambridge College, and customized and released the first yuan universe digital intelligence president and digital intelligence teacher of Harbin Cambridge College.
let's start the class. The middle-aged and elderly interest learning platform "Mingchun society" won tens of millions of yuan of independent financing
On January 27, according to the news of interface education, Fang Yechang, the founder of Kaike bar, disclosed in an internal letter of the company that Mingchun society, the middle-aged and elderly interest learning platform of Kaike bar, has recently completed tens of millions of yuan of independent financing, which is led by well-known Chinese pharmaceutical and large health enterprises. It is reported that Mingchun society was founded in November 2021 and has opened interest courses such as traditional culture, life aesthetics, health preservation and intergenerational education.
Kaiyuan Education Technology Group Co.Ltd(300338) the estimated loss in 2021 is 360 million-432 million yuan
On January 26, Kaiyuan Education Technology Group Co.Ltd(300338) released the performance forecast for 2021. The annual loss is expected to be 360-432 million yuan, with a loss of about 766 million yuan in the same period of last year, with a year-on-year decrease of 43.6% - 53%. Kaiyuan Education Technology Group Co.Ltd(300338) goodwill shows signs of impairment and relevant impairment reserves of RMB 40 million are accrued.
career intermediary activities added to the business scope of gaotu education
On January 27, according to the industrial and commercial data, recently, gaotu Education Technology Group Co., Ltd. changed its business scope, adding network culture management, professional intermediary activities, etc. The company was founded in June 2014. Its legal representative is Luo Bin, with a registered capital of 55 million yuan. It is jointly held by Chen Xiangdong and Luo Bin.
Yang zhaotao resigned as executive director of Tianli education
On January 26, Tianli Education announced that Ms. Yang zhaotao had resigned as the executive director of the company due to the need to devote more time to teaching operation and management, with effect from January 26, 2022. Cheng Yiqun no longer serves as the chairman of the nomination committee of the board of directors, but remains a member of the nomination committee. It is noteworthy that Luo Shi, the chairman and executive director of the company, has been appointed as the chairman of the nomination committee.
Wendu education was enforced for more than 200000 yuan due to work infringement
On January 27, according to the national enterprise credit information system, recently, century Wendu education and Technology Group Co., Ltd. added six pieces of information about the person to be executed, with a total execution target of more than 200000 yuan. The execution courts are Beijing Internet courts, and the related cases are disputes between the company and China financial and Economic Publishing House over the infringement of the network communication right of works information.
cultural tourism
about 260 million passengers have been sent in ten days of Spring Festival transportation
On January 27, according to Xinhuanetco.Ltd(603888) , Liu Pengfei, spokesman of the Ministry of transport, said that as of January 26 (the tenth day of the Spring Festival transportation), the number of passengers sent by the National Spring Festival transportation was about 260 million, an increase of about 46% over the same period in 2021.
Hebei suspends inter provincial tourism business
On January 27, according to the information of Hebei Provincial Department of culture and tourism, at present, medium risk areas have emerged in Hebei Province. According to the spirit of the notice of the general office of the Ministry of culture and tourism on actively responding to covid-19 pneumonia and further strengthening inter provincial tourism management, From now on, travel agencies and online tourism enterprises will be suspended from operating inter provincial team tourism and "air ticket + Hotel" business in our province (including travel out of Hebei and travel to Hebei). After the lifting of medium and high-risk areas, relevant businesses will resume by themselves.
Zhejiang: suspend the operation of inter provincial team tourism and "air ticket + Hotel" business
On January 27, Xu Peng, deputy director of Zhejiang Provincial Department of culture and tourism, said at the press conference on epidemic prevention and control in the province that due to the announcement of medium risk areas in Hangzhou, Zhejiang travel agencies and online tourism enterprises will suspend the operation of inter provincial team tourism and "air ticket + Hotel" business. Xu Peng said that it is recommended that residents travel mainly within the province and in the suburbs, and do not go out of the province unless necessary.
