On the evening of January 25, the leisure snack company Shanghai Laiyifen Co.Ltd(603777) (603777. SH) released the earnings forecast announcement for 2021. The announcement said that according to the preliminary calculation of the company’s financial department, Shanghai Laiyifen Co.Ltd(603777) the net profit attributable to the shareholders of the listed company in 2021 was about 28 million yuan, an increase of about 142.95% year-on-year, which will turn losses into profits; The net loss after deducting non recurring profit and loss in 2021 is expected to be about 62 million yuan.
In 2020, Shanghai Laiyifen Co.Ltd(603777) the net profit loss attributable to the shareholders of the listed company was 65.1954 million yuan; The net loss after deducting non recurring profit and loss is about 105 million yuan.
Shanghai Laiyifen Co.Ltd(603777) believes that last year’s performance can turn losses into profits mainly because, on the one hand, in the past year, the company’s main business has continuously improved the layout, optimized the store structure, expanded the development of omni-channel business, and focused on promoting the development of franchise business and online business; On the other hand, it is affected by non operating profit and loss. according to the announcement, the impact of non recurring profit and loss on net profit is expected to be about 90 million yuan during the reporting period, mainly including government subsidies included in the current profit and loss, investment income of bank financial products and disposal income of long-term equity investment.
Last April, Shanghai Laiyifen Co.Ltd(603777) transferred 100% equity of its subsidiary Suzhou Shanghai Laiyifen Co.Ltd(603777) Logistics Co., Ltd. to Zhongyeda Electric Co.Ltd(002441) , with a transaction consideration of about 173 million yuan. As of July 14 last year, the equity transfer transaction had been completed.
AI media consulting data show that from 2010 to 2021, the market scale of China’s leisure food industry continued to grow from 410 billion yuan to 1156.2 billion yuan. It is expected that the growth rate will reach 7.2% in 2022, and the market scale will reach 1239.1 billion yuan.
In recent years, for the construction and building of smart retail platform is the “highlight” of Shanghai Laiyifen Co.Ltd(603777) main business optimization . Relying on the Internet, Internet of things, big data and other technologies, Shanghai Laiyifen Co.Ltd(603777) has opened up all channels of goods, payment, inventory, membership and other links, forming an all-channel integrated development of offline chain stores, special channels, online e-commerce and self operated app.
According to the financial report data of Shanghai Laiyifen Co.Ltd(603777) , in the first three quarters of last year, the company’s main revenue was 3.05 billion yuan, a year-on-year increase of 1.71%; The net profit attributable to the parent company was 12.7854 million yuan, a year-on-year increase of 134.02%. among them, the main business income in the third quarter was 951 million yuan, a year-on-year increase of 10.19%; The net profit attributable to the parent company lost 95.5344 million yuan, a year-on-year decrease of 91.34%. The company said that the loss in the third quarter was mainly due to Shanghai Laiyifen Co.Ltd(603777) increased brand promotion compared with the same period last year and a significant increase in marketing expenses .
In the future, with the upgrading of consumption, the hunger demand of snack consumption will be further weakened, while scenario consumption will be strengthened, and the market consumption demand will show multiple dimensions. Relevant data show that among the favorite types of leisure food among Chinese Internet users in 2021, crispy leisure food (instant noodles, potato chips, etc.) and fried seeds and nuts are the most popular, accounting for 22.3% and 22.2% respectively; Followed by candy, chocolate and preserves, bread, cakes and pastries, meat and aquatic animal products. for Shanghai Laiyifen Co.Ltd(603777) whose main products are puffed food and fried goods, how to grasp the new consumption trend of the snack market is the next topic to face.
