More and more enterprises have high hopes for the prefabricated vegetable market.
On April 6, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) said on the investor interaction platform that with the development of “lazy house economy”, prefabricated dishes have begun to rise, and it has actively developed and distributed the product series.
Behind it is that the company is in a growth dilemma.
According to the third quarterly report of 2021, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) achieved an operating revenue of 1.359 billion yuan, a year-on-year decrease of 6.37%, a net profit of 135 million yuan, a year-on-year decrease of 41.73%, and a sales expense of 220 million yuan, a year-on-year increase of 13.4%.
In addition, according to the performance forecast, in 2021, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) is expected to realize a net profit of 115145 million yuan, a year-on-year decrease of 170200 million yuan, a decrease of 53.92% – 63.44%. The expected net profit after deducting non recurring profit and loss is 95 million-125 million yuan, a year-on-year decrease of 160 million-190 million yuan, a decrease of 56.15% – 66.67%. This is Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) the first time since 2013 that the annual net profit and non net profit deducted have decreased by more than 50% year-on-year.
At the other end, the prefabricated vegetable market seems to be a blue ocean.
According to China Central Television, the overall sales volume of prefabricated vegetables across the country has increased significantly since March. Among them, semi-finished clean dishes and snacks are the most popular, and the sales of multiple single products increased by more than 50% over February. According to the Research Report on the market prospect and investment of China’s Prefabricated vegetable industry in 2021 issued by China Commercial Industry Research Institute, according to the compound growth rate of 20% per year, China’s Prefabricated vegetable market may exceed trillion yuan in the next 6-7 years.
However, it is clear that Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) has not fully made up its mind.
According to the fixed increase plan disclosed at the end of last year, it plans to raise no more than 2 billion yuan and invest in the production expansion projects of many products such as vinegar, yellow rice wine, soy sauce and cooking wine. After the project is completed, the company will increase the production capacity of 40000 t / a black vinegar, 20000 t / a white vinegar, 40000 t / a yellow rice wine and 60000 T / a cooking wine.
The price of some products has been adjusted since November 20, 2021.
On April 7, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) closed at 10.50 yuan, down 4.02%.
On the same day, the Shanghai Composite Consumer 80 index closed at 588510 points, down 1.47%.
Food and beverage
Wens Foodstuff Group Co.Ltd(300498) : the sales revenue of pigs in March increased by 33.7% month on month
On April 6, Wens Foodstuff Group Co.Ltd(300498) released the sales briefing of main products in March 2022. In March, Wens Foodstuff Group Co.Ltd(300498) sold 802119 million broilers (including wool chicken, fresh products and cooked food), with an income of 2.271 billion yuan. The average selling price of wool chicken was 13.44 yuan / kg, with month on month changes of 42.68%, 31.35% and – 8.13% respectively, and year-on-year changes of – 1.11%, 3.16% and – 6.01% respectively. For the month on month rise of broiler sales and income in March, Wens Foodstuff Group Co.Ltd(300498) said that it was mainly due to the small number of sales days in February and the small number of broilers. In March, Wens Foodstuff Group Co.Ltd(300498) sold 25135100 white feather chicken seedlings. In March, Wens Foodstuff Group Co.Ltd(300498) sold 1448400 pigs (including hairy pigs and fresh products), with an income of 2.106 billion yuan. The average selling price of hairy pigs was 12.17 yuan / kg, with month on month changes of 35.49%, 33.71% and – 3.03% respectively, and year-on-year changes of 143.63%, 14.33% and – 53.55% respectively.
Muyuan Foods Co.Ltd(002714) : 5.986 million pigs were sold in March 2022, with a year-on-year increase of 111.3%
On April 6, Muyuan Foods Co.Ltd(002714) announced that in March 2022, the company sold 5.986 million pigs (including 527000 piglets), with a sales revenue of 7.432 billion yuan, an increase of 111.3% and 5.3% respectively year-on-year. Among them, 706600 pigs were sold to the wholly-owned subsidiary Muyuan Meat Food Co., Ltd. and its subsidiaries. In March 2022, the average selling price of the company’s commercial pigs was 11.67 yuan / kg, down 5.74% from January to February 2022.
Tech-Bank Food Co.Ltd(002124) : the average selling price of commercial pigs increased by 1.08% month on month in March
On April 7, Tech-Bank Food Co.Ltd(002124) announced that in March 2022, the company sold 336200 commercial pigs (including 4694 piglets), with a sales revenue of 494097100 yuan and an average sales price of 11.49 yuan / kg (the average price of commercial fat pigs is 11.99 yuan / kg), with month on month changes of 17.20%, 37.99% and 1.08% respectively. The sharp year-on-year decline in the average sales price in March 2022 is due to the sharp decline in the sales price of pigs in China, which is lower than that in the same period last year.
the total sales revenue of pigs in Shenzhen Kingsino Technology Co.Ltd(002548) 3 month was about 220 million yuan, with a month on month increase of 156.53%
On April 6, Shenzhen Kingsino Technology Co.Ltd(002548) released the pig sales briefing in March 2022. In March, Shenzhen Kingsino Technology Co.Ltd(002548) pigs sold a total of 197700 pigs, with a total sales revenue of about 220 million yuan, and the average sales price of pigs was 12.87 yuan / kg (excluding the influence of piglets and breeding pigs, the average price of commercial pigs was 11.96 yuan / kg). The month on month changes in pig sales, sales revenue and average sales price were 192.77%, 156.53% and – 3.92% respectively, with year-on-year changes of 171.44%, 9.94% and – 75.92% respectively. In March, the sales weights of Shenzhen Kingsino Technology Co.Ltd(002548) piglets, breeding pigs and commercial pigs were 13.46 kg / head, 35.63 kg / head and 118.18 kg / head respectively. From January to March, Shenzhen Kingsino Technology Co.Ltd(002548) sold 335800 pigs in total, with a total sales revenue of about 404 million yuan, an increase of 54.96% and – 34.44% respectively over the same period last year.
Hunan Xiangjia Animal Husbandry Company Limited(002982) : sales revenue in March 2022 increased by 15.38% month on month
On April 7, Hunan Xiangjia Animal Husbandry Company Limited(002982) announced that 2733300 live birds were sold in March, with a sales revenue of 581244 million yuan and an average sales price of 11.64 yuan / kg. The month on month changes were 27.14%, 15.38% and – 4.81% respectively, and the year-on-year changes were – 11.58%, – 15.84% and – 2.74% respectively.
Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) : net profit in the first quarter increased by 30.02% – 35.00%
On April 7, Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) announced that the net profit in the first quarter is expected to be 248.2 million yuan – 257.7 million yuan, with a year-on-year increase of 30.02% – 35.00%. The internal management process of the company was further optimized, and the market response ability and operation efficiency were significantly improved; The distribution capacity of chain stores has been continuously improved, and the sales revenue has increased significantly year-on-year.
Mead Johnson milk powder was fined 1.89 million yuan if it failed to pass the sampling inspection
On April 2, according to the credit Guangzhou website, Mead Johnson nutritionals (China) Co., Ltd. was fined 1294400 and confiscated 6028900 yuan by Guangzhou Huangpu District market supervision and Administration for food violations. The reasons for punishment showed that the ethyl vanillin of the platinum Rui infant formula (0-6 months old, stage 1) imported and distributed by the party concerned exceeded the standard during the sampling inspection, and the re inspection was still unqualified. The party concerned has carried out the recall work after receiving the inspection report.
E-commerce retail
Liu qiangdong resigned as CEO of JD group
On April 7, JD group announced that Xu Lei, President of JD group, would serve as CEO of JD group and be responsible for daily operation management. Liu qiangdong will devote more energy to long-term strategic design, major strategic decision-making and deployment, training of young leading talents and Rural Revitalization.
Taobao will support modifying the account name
Taobao supports modifying the account name. The modification path is: open Taobao app – my – Settings – account and security – Taobao account, and then modify it. At present, someone has asked Taobao for confirmation on this matter, and the other party replied that the grey test has been carried out at present. It is preliminarily planned to measure the whole quantity in mid April, but there is only one chance to change it once a year.
Siku company was enforced 8000 yuan
On April 6, according to the China execution information disclosure network, Beijing Siku Trading Co., Ltd. added a piece of information about the person to be executed, the subject matter of execution was 8000 yuan, and the execution court was the people’s Court of Changping District, Beijing. It is reported that the company was established in April 2009, with the legal representative Li rixue and a registered capital of 10 million yuan. Its business scope includes consignment of clothing, shoes and hats, jewelry, daily necessities, etc; Internet information services; Network culture management, etc.
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) 2021 net profit increased by nearly 80%
On April 6, Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) released its annual report. In 2021, the company achieved an operating revenue of 643 million yuan, an increase of 7.23% year-on-year; The net profit was 155 million yuan, a year-on-year increase of 78.65%.
Express Logistics
JD logistics Xu ran and Zhang Kai have resigned as non-executive directors
On April 7, JD logistics announced in the Hong Kong stock exchange that the board of directors announced that Chen yanlei had resigned as executive director since April 7, 2022; Fan Jun has resigned as executive director; Ms. Xu Ran has resigned as a non-executive director and a member of the Audit Committee; Ms. Zhang Kai has resigned as a non-executive director and a member of the Remuneration Committee; Dr. Zhao Xiande has been appointed as an independent non-executive director and a member of the audit committee and Remuneration Committee; And publicity has been appointed as an independent non-executive director.
transfer card and SF reach strategic cooperation in the same city
On April 7, according to 36 krypton news, Yika and SF announced a strategic cooperation in the same city. The two sides will cooperate in the distribution of goods in the same city and the digitization of merchants.
Entertainment Games
G-Bits Network Technology(Xiamen)Co.Ltd(603444) 2021 net profit of 1.468 billion yuan
On April 7, G-Bits Network Technology(Xiamen)Co.Ltd(603444) released its annual report for 2021, realizing an operating revenue of 4.619 billion yuan, a year-on-year increase of 68.44%; The net profit attributable to the company’s shareholders was 1.468 billion yuan, a year-on-year increase of 40.34%.
meta is developing yuan universe virtual currency: Zach
On April 7, according to Sina Technology News, meta is preparing to launch virtual tokens and cryptocurrencies for its app, which can be used to reward creators, borrow and support other financial services. According to several people familiar with the matter, meta financial technologies, Facebook’s financial department, has been exploring the creation of a virtual currency for the company, internally known as “Zach coin”. The project is still in its early stage, and meta’s current focus is still on the metauniverse. The internal name of meta cryptocurrency is zuck bucks. It also aims at the meta universe and may not be developed based on blockchain.
Tencent’s Penguin E-sports terminated its operation on June 7
On April 7, Tencent’s mobile E-sports content platform “Penguin E-sports” released a delisting announcement. The announcement showed that due to the change of business development strategy, Penguin E-sports related products, including Penguin E-sports (including its web page, app, PC, TV, H5 and wechat applet) and Penguin E-sports live broadcast assistant (including its web page, app and PC), will terminate operation at 23:59 on June 7, 2022.
Saturday Co.Ltd(002291) : continue to promote the sale of digital collections in the meta universe scene
On April 7, Saturday Co.Ltd(002291) in the institutional research, said that Mata was founded in December 2021, and its own data increment was considerable in the first quarter of 2022. The online business form is mainly B2C in the primary market, as well as secondary auction activities; Next, considering the policy direction, we will continue to promote the sale of Digital Collections under the meta universe scenario and consider the use scenario of digital collections.
sensortower: in March, 38 Chinese manufacturers were shortlisted in the top 100 of global mobile game publishers
On April 7, the sensor tower store intelligence platform showed the revenue ranking of Chinese mobile game publishers in the global app store and Google play in March 2022. In this period, a total of 38 Chinese manufacturers were shortlisted as the top 100 mobile game publishers in the global revenue list, attracting a total of more than US $2.22 billion, accounting for nearly 40.2% of the revenue of the top 100 mobile game publishers in the world. In this period, the revenue of MIHA tour in the mobile market increased by 18% month on month, returning to the third place in the revenue list of global mobile game publishers. Together with Tencent and Netease, the top 3 in the revenue list of global mobile game publishers in March was once again dominated by Chinese manufacturers.
b station announced its headphone consumer brand bilipods: the first product on the shelves
On April 6, the official of station B announced its headphone consumer brand bilipods, and its official account was also launched today. Bilipods is an earphone consumer brand from BiliBili.
Tencent quits the auction platform weibaitang
On April 6, according to industrial and commercial data, recently, Hangzhou weipaitang culture and creativity Co., Ltd. underwent industrial and commercial changes, and the former shareholder Shenzhen Tencent entrepreneurship Base Development Co., Ltd. withdrew.
Hangzhou weipaitang cultural creativity Co., Ltd. was established in December 2014, with legal representative Lin Zhiming and registered capital of about RMB 1312700. Its business scope includes class II value-added telecommunications services; Network culture management; Art agency; Digital content production services, etc.
Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) shareholder Tongling Zhifang’s shareholding reduction period exceeded half, and the proportion of shareholding reduction reached 1.88%
On April 7, Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) announced that the reduction plan of Tongling Zhifang enterprise management center (limited partnership), the shareholder of the company, has exceeded half of the time. Tongling Zhifang has reduced 45 million shares of the company, with a reduction ratio of 1.88%.
famous Japanese cartoonist Fujiko Takeo died
On April 7, according to the news of China Central Television, Japanese cartoonist fujizi buerxiong a (formerly known as an Sunzi Suxiong) was found dead at his home in Kawasaki. The police are investigating the cause of death. Fujiko Takeo a was born in 1934 and is 88 years old. He began to write comics in 1951. His representative works include Ninja elf, Q taro, smiling salesman and so on.
Clothing textile
Tebu International: the growth of retail sales of main brands in the first quarter of 2022 increased by 30% to 35% compared with the same period last year
On April 7, Tebu International announced on the Hong Kong stock exchange that the retail sales of Tebu’s main brand in the first quarter increased by 30% – 35% year-on-year, the retail discount level was about 75%, and the retail inventory cycle was about four months.
Paper industry
Shanying International Holdings Co.Ltd(600567) march sales volume of China’s paper sector increased by 47.47% month on month
On April 7, Shanying International Holdings Co.Ltd(600567) announced that the company’s sales of China’s paper sector in March was 496900 tons, a year-on-year increase of 17.82%; The average price was 402511 yuan / ton, a year-on-year decrease of 2.20%; From January to March, the sales volume was 1305300 tons, with a year-on-year increase of 3.52%. In addition, with the end of the Spring Festival holiday, the demand for inventory replenishment in the downstream has gradually increased. In March, the sales volume of China’s paper sector increased by 47.47% month on month, and the sales volume of packaging sector increased by 52.71% month on month.
Cultural tourism
Huatian Hotel Group Co.Ltd(000428) : the controlling shareholder is changed from Xingxiang group to hotel and tourism group
On April 7, Huatian Hotel Group Co.Ltd(000428) announced that it had received the notice from the hotel tourism group that the hotel tourism group had received the confirmation of securities transfer registration issued by China Securities Depository and Clearing Co., Ltd. on that day, confirming that Xingxiang group had transferred 330908920 Huatian Hotel Group Co.Ltd(000428) unrestricted tradable shares (accounting for 32.48% of the total share capital of the company) to the hotel tourism group. After the transfer, the hotel tourism group directly holds 330908920 shares of Huatian Hotel Group Co.Ltd(000428) non tradable shares, accounting for 32.48% of Huatian Hotel Group Co.Ltd(000428) total share capital, and Xingxiang group no longer holds shares of the company. Its actual controller has not changed and remains the state owned assets supervision and Administration Commission of Hunan Provincial People’s government.
