Can China Resources save Anhui Golden Seed Winery Co.Ltd(600199) ?

Cut into the Baijiu market, Huarun is serious.

On February 17, Anhui Golden Seed Winery Co.Ltd(600199) welcomed the opening limit after the previous day’s limit. As of the closing, Anhui Golden Seed Winery Co.Ltd(600199) rose 10.03% to close at RMB 1733, with a total market value of RMB 11.4 billion.

The previous day, China Resources took a stake.

On February 16, Anhui Golden Seed Winery Co.Ltd(600199) announced that after receiving the notice from the controlling shareholder Anhui golden seed group, in order to promote the deepening reform and high-quality development of state-owned enterprises, Fuyang investment development, the parent company of golden seed group and the investment platform under Fuyang SASAC, plans to transfer by non-public agreement in accordance with the measures for the supervision and administration of enterprise state owned assets transactions and other laws and regulations, Transfer 49% equity of golden seed group to China Resources war investment, a wholly-owned subsidiary of China Resources (Group) Co., Ltd. Fuyang investment and Development Co., Ltd. and China Resources war investment signed relevant agreements on the same day.

After this round of transaction, China Resources war investment only participated in the golden seed group, and the actual controller of Anhui Golden Seed Winery Co.Ltd(600199) is still Fuyang SASAC. According to the semi annual report, golden seed group holds Anhui Golden Seed Winery Co.Ltd(600199) 27.1% equity and is the largest shareholder. Before China Resources Group became a shareholder, Fuyang investment and Development Co., Ltd. wholly held the golden seed group. After the equity transfer, Fuyang investment and Development Co., Ltd. held 51% of the golden seed group.

This is the second group of Baijiu listed companies that Huarun shares after Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) .

The situation faced by Anhui Golden Seed Winery Co.Ltd(600199) is continuous loss. The performance forecast shows that last year, the company expected a loss of 150 million yuan to 180 million yuan.

Anhui Golden Seed Winery Co.Ltd(600199) said that the pre loss of performance was caused by the low proportion of sales of secondary high-end products and the low comprehensive sales gross profit. In the first three quarters of 2021, its regular Baijiu was about 2 times the income of medium and high grade liquor.

China Resources, a central enterprise with many resources, may solve this problem. For example, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) after China Resources became a shareholder, the net profit increased from 1.507 billion yuan in 2018 to 4.879 billion yuan in the first three quarters of 2021.

But the giants are also continuing to “sink”. Maotai, Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) successively launched “Maotai Prince wine”, Wuliang Tequ, “Tequ” and other medium and low-end products.

Reshaping Anhui Golden Seed Winery Co.Ltd(600199) is not that easy.

On February 17, the Shanghai Composite Consumer 80 index closed at 6618.75 points, down 0.33%.

Agriculture

Shenzhen Kingsino Technology Co.Ltd(002548) : the pig breeding industry will face great difficulties in the first and second quarters of this year

On February 17, Shenzhen Kingsino Technology Co.Ltd(002548) said during the institutional research that the price of pigs continued to fall, and the price of pigs may reach the bottom twice or even three times this year. Affected by the decline of pig price, the rise of raw material price and the high cost of prevention and control caused by African swine fever, the pig breeding industry will face great difficulties in the first and second quarters of this year.

Food and beverage

Shede Spirits Co.Ltd(600702) the revenue in 2021 was 4.969 billion yuan, with a year-on-year increase of 83.8%

On February 17, Shede Spirits Co.Ltd(600702) released the annual performance express of 2021. The company’s operating revenue was about 4.969 billion yuan, an increase of 83.8% year-on-year; The net profit attributable to the parent company was about 1.246 billion yuan, a year-on-year increase of 114.35%. The basic earnings per share was about 3.76 yuan, a year-on-year increase of 115.45%.

Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) the subject matter executed by the executee exceeded 17 million yuan

On February 17, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) added the information of the person to be executed. The execution court is Fenyang people’s court, with the execution target of 17369968 yuan, and the filing time is February 16, 2022.

Lujiao Lane responded by spending 100 million to crack down on 7000 fake stores

Recently, some media reported that “online black milk tea spent 100 million to crack down on 7000 fake stores” triggered a heated discussion. In this regard, the milk tea brand Lujiao Lane issued a statement on the 17th, saying that due to the brand’s lack of detailed rules for trademark registration in the mainland, fake stores have taken advantage of legal loopholes in the process of trademark registration, which has led consumers who love our brand to drink fake Lujiao lane and caused market chaos. We apologize for this.

Starbucks, Ruixing and tims coffee prices rise

On February 16, Starbucks (China) raised some of its coffee drinks by 1 yuan to 2 yuan. In addition, according to the customer service of Ruixing coffee, according to the company’s decision, in December last year, the delivered drinks and self delivered drinks in hundreds of stores were increased by about 3 yuan on the basis of the original price. The reason for the increase is based on the comprehensive consideration of operating costs such as rent, manpower and raw materials; Tims did not adjust the price of some products.

Ruixing coffee or go to Egypt to promote Huakui production

On February 16, according to china.com financial news, Guo Jinyi, chairman and CEO of Ruixing coffee, revealed during a visit to Teshome toga, Ethiopian ambassador to China: in 2022, Ruixing coffee will purchase more than 6000 tons of raw beans in Egypt. At the same time, Ruixing plans to participate in solving the problem of Huakui supply. When the new season of Huakui products are launched in the second half of this year, Ruixing is expected to become the coffee brand with the largest purchase of raw beans by Huakui plus in the world.

a kuanmianpi responded that there was suspected mouse meat in the product: it cannot be judged as the company’s product

On February 17, Baijia a Kuan’s official microblog responded to the message sent by netizens that suspected mouse meat was found in the plastic film of a Kuan’s red oil facial skin. Relevant departments have been urgently organized to investigate and contact consumers at the first time. The company said that because the other party did not retain and provide product packaging, production batch and purchase records, it was unable to judge that the dough cake was the company’s product.

E-commerce retail

Ministry of Commerce: it will improve the evaluation and exit mechanism of cross-border e-commerce comprehensive test area

On February 17, Gao Feng, a spokesman for the Ministry of Commerce, said that recently, the State Council approved the establishment of new cross-border e-commerce comprehensive test zones in 27 cities and regions. Up to now, 132 cross-border e-commerce comprehensive pilot zones have been established in China. Achieve full coverage of Guangdong, Jiangsu, Zhejiang and other major foreign trade provinces and Beijing, Tianjin, Shanghai, Chongqing and other municipalities directly under the central government. In the next step, we will accelerate the establishment of a new comprehensive test zone, formulate specific work plans and organize their implementation in combination with local foreign trade and industrial characteristics, so as to achieve results as soon as possible. At the same time, the evaluation and exit mechanism of the comprehensive test area will be improved to promote the survival of the fittest through dynamic adjustment.

pinduoduo applied for duoduopin trademark and was approved

On February 17, according to the China Trademark network, recently, the “duopin” trademark of Shanghai dream seeking information technology Co., Ltd., an affiliated company of pinduoduo, was successfully applied. The international classification of trademarks involves transportation, storage and social law. Previously, the company has successfully registered several “pinduoduo” trademarks.

Lao Feng Xiang Co.Ltd(600612) invest in the establishment of a new retail technology company

On February 17, according to the industrial and commercial data, Shanghai zhonglead new retail technology Co., Ltd. was established. The legal representative is Zhang Fuyang, with a registered capital of 20 million yuan. Its business scope includes: Catering Management; Edible Shenzhen Agricultural Products Group Co.Ltd(000061) retail; Sales of knitwear and textiles; Clothing retail; Cosmetics retail; Supply chain management services, etc.

According to the equity penetration, the company is 100% controlled by China first pencil Co., Ltd., which is a wholly-owned subsidiary of Lao Feng Xiang Co.Ltd(600612) .

Alibaba B2C retail business group will set up its own flagship store

On February 16, according to Caijing, Alibaba’s B2C retail business group will open tmall’s self operated flagship store around major brands. First, it will be promoted from 3C category. Recently, it will be officially launched through the revision of mobile tmall app. At that time, the app will be renamed “cat enjoyment”. The ownership of goods in tmall’s official flagship store still belongs to the brand, and the brand delivers goods directly to consumers; The ownership of the goods of Maoxiang’s self operated flagship store belongs to the platform, which directly pays for the purchase from the brand, and the platform directly delivers the goods to consumers. At present, Maoxiang is communicating with realme and other brands about the settlement. Major mobile phone brands in China are interested in opening their own flagship stores in Maoxiang.

Amazon cloud technology has reached a strategic cooperation with best buy, a consumer electronics retailer

On February 16, according to media news, Amazon cloud technology announced that best buy chose Amazon cloud technology as the preferred cloud service provider for cloud infrastructure services and a strategic partner for cultivating cloud engineering talents.

e-commerce service provider “Maiwei network” completed nearly 100 million yuan of round a and round a + financing

The e-commerce service provider “Maiwei network” has recently successively completed round a and round a + financing of nearly 100 million yuan, of which the investor in round a is Guangfa Xinde and the investor in round a + is Zhiming capital. This round of financing is mainly used for the construction of new live broadcasting base, talent recruitment, research and development of interest e-commerce system and exploration of new growth model. According to introducing, Mai Wei network’s main business digital marketing (micro advertising) and the tiktok business operators (MIDI network).

Express Logistics

SF Airlines West China headquarters settled in Chengdu

On February 16, according to the news released by Chengdu, the people’s Government of Shuangliu District of Chengdu and SF group held the signing ceremony of the investment cooperation agreement of SF Airlines West China headquarters project in Chengdu. According to the agreement, SF Air China West headquarters project is located in Shuangliu District, Chengdu. According to the relevant strategic layout of Shuangliu District, SF air actively participates in the construction of global freight network system.

National Post Office: the business income of the postal industry in January increased by 8.7% year-on-year

According to the national post office, the total amount of postal services was 26.6 billion yuan, down 1.2% year-on-year in January; The business volume of postal delivery services reached 2.56 billion, a year-on-year decrease of 5.8%; The business income of postal delivery services reached 4.02 billion yuan, a year-on-year increase of 8.1%.

Entertainment Games

Sony announced a cooperation with AR mobile game developer Niantic

On February 17, according to Sony China’s official microblog, Sony announced that it had signed an agreement with AR (augmented reality) mobile game developer Niantic to cooperate in the field of auditory AR of headphones. Sony also announced the first initiative of cooperation, that is, to allow players to enjoy the auditory ar experience through Sony’s true wireless headset linkbuses in the “progress” game in 2022.

Weibo applies for the registration of Weibo animation trademark

On February 17, according to China Trademark network, recently, Beijing weimengchuangke Network Technology Co., Ltd., an affiliated company of microblog, applied for the registration of a number of “microblog animation”, “ink microblog animation” and “ink” trademarks. The international classification involves communication services, advertising sales, education and entertainment, scientific instruments, etc. at present, the trademark status is waiting for substantive review.

xiaohongshu cancels the professional certification of private medical and American institutions

On February 17, xiaohongshu released the announcement on the special treatment of medical and American products, saying that it had recently launched the special treatment action of medical and American products. The first stage of the action mainly starts from two aspects: first, cancel the professional certification of private medical and aesthetic institutions, and the professional certification is only open to medical and aesthetic doctors in public class III hospitals and class III hospitals; Second, check and clean up the medical beauty notes produced by ordinary users, and remove the contents and accounts suspected of marketing diversion and violation of medical beauty from the shelf, seal and downgrade.

Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) : the controlling shareholder Jinke holdings plans to transfer 3.11% of its shares to Tuopai fund

On February 16, Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) announced that the controlling shareholder Jinke holding plans to transfer 3.11% of its shares to Tuopai fund through agreement transfer. The share transfer price is 3.5 yuan / share, and the share transfer amount is 380 million yuan. The corresponding share transfer money is used to repay the stock pledge loan of Jinke holding in Caitong Securities Co.Ltd(601108) .

sensor tower: in January, pubg mobile won the champion of the global mobile game best seller list

On February 17, according to the intelligence data of sensor tower store, in January 2022, Tencent’s “pubg mobile” (combined with the revenue of “peace elite”) attracted us $237 million in the global app store and Google play, and won the best-selling list of mobile games in the world. Tencent’s “glory of the king” ranked second on the list with an income of $233 million. Revenue from China’s IOS market accounted for 96%, and revenue from overseas markets accounted for 4%. The other three games in the top five of the list are MIHA Tour “original God”, King “candy crush saga” and “roblox”.

organization: this year, the shipment of AR / VR devices will be upgraded to 14.19 million

On February 16, according to Jibang consulting research, the shipment of AR / VR devices will be upgraded to 14.19 million units in 2022, with an annual growth rate of 43.9%. The growth momentum comes from the increased demand for long-distance interaction after isolation and the price reduction strategy of oculus Quest 2. Microsoft hololens 2 and oculus Quest 2 occupy the first place in AR and VR respectively.

Beauty and skin care

Lehua Entertainment Investment sevenchic fragrance pen

On February 17, according to industrial and commercial data, the candy (Shanghai) Cosmetics Co., Ltd., an affiliated company of sevenchic fragrance pen, recently underwent industrial and commercial changes. Tianjin Yihua Management Consulting Co., Ltd. (Lehua entertainment subsidiary) was newly added as a shareholder, with Sun Yi as a director and Qi Wei as a supervisor. Sevenchic fragrance pen is a cosmetics brand, mainly engaged in the development and sales of beauty products, mainly including fragrance, makeup remover, base makeup, eyebrow eye makeup and lip makeup series products.

the State Food and Drug Administration reported 50 batches of unqualified cosmetics

According to the regulations of China National Health Supervision Bureau, the batch of cosmetics produced by Inner Mongolia Runsheng Pharmaceutical Co., Ltd. and Luosheng Pharmaceutical Research Co., Ltd. did not meet the requirements of China National Health Supervision Bureau on February 17, 2021.

Cultural tourism

from 2020 to 2021, the number of snow and ice leisure tourists reached 230 million

According to the statistical survey report on “driving 300 million people to participate in ice and snow sports” carried out by the National Bureau of statistics entrusted by the State Administration of sports, China has achieved the goal of “driving 300 million people to participate in ice and snow sports”. The number of participants in ice and snow sports in China has reached 346 million, and the resident participation rate has reached 24.56%. There are 654 standard ice rinks and 803 indoor and outdoor ski resorts in China. In addition, according to the relevant survey data of the Ministry of culture and tourism, the number of ice and snow leisure tourists in the snow season from 2020 to 2021 reached 230 million, and the income of ice and snow leisure tourism exceeded 390 billion yuan.

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