Front line enterprises have solid experience in pig cycle.
On March 2, at the media exchange meeting, New Hope Liuhe Co.Ltd(000876) president Zhang Minggui said that the fluctuation range of this year’s pig cycle will be narrower than that of last year, but the overall situation is not too optimistic.
“The whole market pressure in the first half of this year will still be greater. It may be a better pattern in the second half of this year than in the first half of this year, but it is not particularly optimistic when it is leveled all year round.” He said.
In addition, Zhang Minggui also stressed that the feed industry is the cornerstone business of New Hope Liuhe Co.Ltd(000876) core, and pig raising is the growth business. “It has a past development foundation and a complete industrial chain structure. Relatively speaking, it responds to the fluctuations of the cycle and its own development is stable. The overall operation is sustainable.” He said.
The performance forecast shows that in 2021, New Hope Liuhe Co.Ltd(000876) pre loss is 8.6-9.6 billion yuan, mainly in the pig sector.
According to the monitoring of the Ministry of agriculture and rural areas, as of 14:00 today, the average price of pork in the national Shenzhen Agricultural Products Group Co.Ltd(000061) wholesale market was 18.37 yuan / kg, down 1.6% from yesterday.
On February 28, the national development and Reform Commission reported that in the week from February 21 to 25, the national average pig grain price ratio was 4.98:1, entering the level-1 early warning range of excessive decline determined by the plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market.
On the same day, huachu.com issued the notice on organizing the collection and storage of the first batch of central reserve frozen pork in 2022, which said that according to the arrangement of relevant national ministries and commissions, the collection and storage of 40000 tons of central reserve frozen pork will be organized on March 3 and March 4, 2022 respectively. According to the notice, on March 3, 19400 tons of collection and storage were listed for auction trading; On March 4, 20600 tons of storage and purchase were listed for auction trading.
Wens Foodstuff Group Co.Ltd(300498) also said in the investor relations activity that it is optimistic that the pig price may enter the upward channel of the next cycle after the third quarter of 2022; It is pessimistic to estimate that 2022 is still at the social average breakeven line, and it may take 2023 to enter the upward channel of the next cycle. The company expects a net profit loss of 13.337 billion yuan in 2021.
On March 2, New Hope Liuhe Co.Ltd(000876) closed at 17.06 yuan, up 0.89% Wens Foodstuff Group Co.Ltd(300498) closed at 20.51 yuan, down 0.15%.
On the same day, the Shanghai Composite Consumer 80 index closed at 657179 points, down 0.95%.
agriculture
New Hope Liuhe Co.Ltd(000876) : the company plans to sell 13-18 million units in 2022
On March 2, New Hope Liuhe Co.Ltd(000876) said on the investor interaction platform that the company plans to sell 13-18 million self fertilized fertilizer in 2022, with the proportion of self fertilized fertilizer about 40-50%. At present, the scale of leasing and self built self fertilized fertilizer is about 7 million. At present, Sanyuan accounts for less than 10% of the sows that the company can breed. The recent psy has reached about 20.
Liu Yonghao: it is preliminarily estimated that the income of New Hope Liuhe Co.Ltd(000876) group will reach 240 billion yuan in 2021
On March 2, Liu Yonghao, chairman of New Hope Liuhe Co.Ltd(000876) group, said at the media communication meeting that in 2021, after preliminary calculation, the sales volume of New Hope Liuhe Co.Ltd(000876) group in 2021 will reach 240 billion yuan New Hope Liuhe Co.Ltd(000876) group’s wage expenditure reached 13.3 billion yuan, and its consolidated enterprises paid 9 billion yuan of tax, plus the tax paid by affiliated enterprises, it may exceed 14 billion yuan New Hope Liuhe Co.Ltd(000876) accelerate investment in agriculture and food, with an investment of more than 10 billion yuan in 2021, and fulfill the commitment of New Hope Liuhe Co.Ltd(000876) group to “invest more than 50 billion yuan in five years”.
Wens Foodstuff Group Co.Ltd(300498) : other businesses disperse the risk of falling pork prices
On March 2, according to China business news, for the current general performance pre loss of pig breeding related enterprises, Guangdong Haid Group Co.Limited(002311) and Wens Foodstuff Group Co.Ltd(300498) securities department both said that the decline in pork price caused by multiple factors made the company have varying degrees of losses, and the company will reduce costs and improve efficiency to deal with losses and market uncertainty.
food and beverage
Haidilao founder Zhang Yong leaves as CEO
On March 1, Haidilao announced the appointment of management personnel. Yang Lijuan, deputy CEO and chief operating officer, was transferred to CEO. Zhang Yong, chairman of the board of directors and former CEO, will continue to serve as chairman of the board of directors and executive director; Li Yu served as chief operating officer of Chinese mainland, and Wang Jinping served as chief operating officer of Hong Kong, Macao and Taiwan.
Yantai Shuangta Food Co.Ltd(002481) accumulated 152922 million shares repurchased at a cost of 130 million yuan
On March 2, Yantai Shuangta Food Co.Ltd(002481) announced that as of February 28, 2022, the company had repurchased 15292200 shares of the company through centralized bidding through the special securities account for repurchase, accounting for 1.230% of the total share capital of the company as of February 28, 2022. The maximum transaction price was 9.18 yuan / share, the minimum transaction price was 8.24 yuan / share, and the total transaction amount was 130 million yuan (including transaction fee). This repurchase complies with the requirements of relevant laws and regulations and the company’s repurchase plan.
Momo dim sum Bureau invested 30 million to establish a new company
On March 1, according to the industrial and commercial data, Hunan one cake one city catering Management Service Co., Ltd. was established. The legal representative is Wang Dan, with a registered capital of 30 million yuan. Its business scope includes catering services; Small catering, miscellaneous snacks and small food workshops; Food production; Food Internet sales; Liquor business; Take out delivery service, etc. According to the shareholder information, the company is wholly owned by Changsha one cake one city catering Management Co., Ltd., an affiliated company of Mo dim sum Bureau.
haoliyou responded to the price increase and “double standard of raw materials” and other news
On March 1, haoliyou’s official microblog needle responded that the price of haoliyou products in China has remained stable in recent years. With the sharp rise in the price of raw and auxiliary materials, the price of some factional products that were greatly affected was adjusted only in September last year. It should be noted that different countries are affected by the rise of raw materials and labor costs, and the price adjustment cycle is also different. In view of the different ingredients outside China, haoliyou said, “haoliyou’s main ingredients are the same all over the world, and even many raw materials are supplied by the same supplier, so there is no double standard problem.
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Yili project with a total investment of 15.2 billion will be accelerated to Cangzhou
On March 1, according to Hebei Daily, this year, Cangzhou City has made unremitting efforts to consolidate the foundation of “agriculture, rural areas and farmers”, continue to consolidate, improve and effectively connect, and vigorously promote the all-round revitalization of rural areas. Cangzhou will focus on the construction of the park and speed up the signing and implementation of Yili Group dairy project with a total investment of 15.2 billion yuan.
Guangzhou Restaurant Group Company Limited(603043) last year’s net profit increased by nearly 20%
On March 1, Guangzhou Restaurant Group Company Limited(603043) announced that in 2021, the company achieved an operating revenue of 3.884 billion yuan, a year-on-year increase of 18.14%, and a net profit of 549 million yuan, a year-on-year increase of 18.46%. During the reporting period, the company continued to promote the high-quality coordinated development of the dual main business of “catering + food”.
Cargill’s new pet food factory
On March 1, according to Cargill, the company will build a new pet food factory in Jiaxing, Zhejiang Province. The new plant will supply dog and cat food to Peggy’s high-end pet food brand pemaster, which is scheduled to be completed in 2023.
e-commerce retail
meituan established a low altitude logistics technology company in Shenzhen
On March 2, according to industrial and commercial data, Shenzhen meituan low altitude Logistics Technology Co., Ltd. was recently established with a registered capital of 10 million yuan. Its business scope includes: R & D of smart Siasun Robot&Automation Co.Ltd(300024) ; Research and development of new material technology; Intelligent unmanned aerial vehicle manufacturing; Civil aircraft pilot training, etc. Equity penetration shows that the company is 100% controlled by Beijing Sankuai Technology Co., Ltd., an affiliated company of meituan.
Chinese retailers ranked among the top 10 global retailers for the first time
On March 2, according to Deloitte’s latest research report “global retail power 2022”, in fiscal year 2020 (from July 1, 2020 to June 30, 2021), the top 250 global retailers generated a total revenue of $5.11 trillion, with a compound growth rate of 5.2%; The revenue of the top 10 global retailers accounted for 34.6% of the total revenue of the top 250, higher than 32.7% in the previous fiscal year; The revenue of the top 10 global retailers increased by 8 percentage points year-on-year. The report shows that in fiscal year 2020, Chinese retailers ranked among the top 10 global retailers for the first time. Jd.com rose 4 places to ninth place. Suning, vipshop, Yonghui Superstores Co.Ltd(601933) and other 14 Chinese enterprises were also shortlisted in the top 250 list.
Entertainment Games
change of legal representative of Tencent Tianyou Yang Ming replaces Cai Xin
On March 2, according to the industrial and commercial data, recently, Shenzhen Tencent Tianyou Technology Co., Ltd. had an industrial and commercial change, and the legal representative was changed from Cai Xin to Yang Ming. Shenzhen Tencent Tianyou Technology Co., Ltd. was established in September 2020 with a registered capital of 10 million yuan. Shareholder information shows that the company is wholly owned by Shenzhen Tencent Enterprise Management Co., Ltd.
Xiaodian technology responded to layoff rumors: the news is untrue and there is a new upgrade in business form
On March 2, according to the China Securities Journal, it was recently rumored that Xiaodian technology, a shared charging treasure enterprise, is expected to lay off staff, accounting for nearly 40% of the company’s total. Xiaodian technology said that the disclosure content information transmitted by some platforms is not true. In fact, we have not only not laid off staff, but also upgraded our business form.
digital art company bigverse completed tens of millions of yuan of round a financing
On March 2, according to 36 krypton news, recently, digital art company “bigverse” completed tens of millions of yuan of round a financing, which was led by nut capital. It is reported that this round of funds will be mainly used to increase talent introduction, product research and development, service system upgrading and market layout. Bigverse is a Web3 0 technology enterprises. It owns NFT China trading platform, meta universe NFT gallery and meta universe auction house.
2025 China’s toy collection market will exceed 150 billion yuan
On March 1, Analysys analysis released the market insight report 2021 of China’s toy collection industry, which shows that by 2025, the market scale of China’s toy collection industry will exceed 150 billion yuan, and the core consumer group will exceed 100 million people. The overall growth rate of China’s toy collection market is as high as 35%, which has more development potential than the trend toy market.
beauty and skin care
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) acquisition of 39% equity of lvtou black tiger
On March 1, Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) announced that Lishang holdings, a wholly-owned subsidiary of the company, signed the equity transfer agreement with meiquan technology on the same day. Lishang holdings invested 22.464 million yuan to transfer 39% of the equity of the black tiger of tourism investment held by meiquan technology, and the parties to the agreement will handle the registration of industrial and commercial changes. Before the acquisition, Hainan lvtou duty-free products Co., Ltd. held 51% of the equity of lvtou black tiger, 39% of meiquan technology and 10% of Jingdong (Hainan) International Trade Co., Ltd. After the acquisition, Lishang holdings will replace meiquan technology as the second largest shareholder of the company.
cosmetics raw material enterprise Weiqi technology completed a round of over 200 million yuan financing
On March 1, according to the news from the investment community, Weiqi technology has recently completed a round of financing of more than 200 million yuan, led by CICC Jiatai phase III Fund, followed by Songhe capital and China Securities Co.Ltd(601066) capital. This round of financing funds will be mainly used for the R & D of functional skin care raw materials and the construction of production base.
clothing accessories
Dazzle Fashion Co.Ltd(603587) plans to subscribe for private fund units of 50 million yuan
On March 2, Dazzle Fashion Co.Ltd(603587) announced that on March 1, 2022, the company and Shanghai Yunliang Asset Management Co., Ltd. signed the contract of Yunliang Wenli No. 1 private securities investment fund. As the unit holder of private funds, the company subscribed 50 million yuan in Yunliang Wenli No. 1 private securities investment fund, accounting for 100% of the fund.
Tebu group increased its capital to RMB 1.986 billion
On March 2, according to industrial and commercial data, recently, Tebu Group Co., Ltd. changed its registered capital from about HK $1.81 billion to about RMB 1.986 billion.
myomy completed nearly ten million yuan Angel round financing
On March 2, according to 36 krypton, myomy completed nearly 10 million yuan of angel round financing, led by Meihua venture capital and followed by blue ocean. It is reported that myomy is preparing to start the pre-A round of financing. According to public information, myomy is a fashion accessories brand, focusing on cost-effective sunglasses and related glasses accessories, and taking the acquisition as the main position.
Education
Zhonggong’s “enterprise easy school” platform went online
On March 2, Offcn Education Technology Co.Ltd(002607) official website announced that the online learning platform of “enterprise easy school” under Zhonggong was officially launched. At present, the online learning platform of “enterprise easy school” is only open to b-end users who have cooperated. The platform is mainly divided into three parts: digital platform, training scene and so on.
