BK0933 Drinks and Dairy Products
- 1050.198
- +2.022+0.19%
Institutional adjustments surfaced in the second quarter: Zhang Kun increased Yili shares, Zhu Shaoxing, Ge Lan and others reduced their holdings in pharmaceutical stocks, and Goldman Sachs increased their positions in small-cap stocks
① Since the second quarter, Zhang Kun has increased his holdings of Yili shares, and Zhu Shaoxing, Ge Lan, and Wu Xingwu have all reduced their holdings of pharmaceutical stocks; ② Fu Pengbo has withdrawn from Tongwei shares and the top ten shareholders of Xinzhoubang, both shares have fallen by more than 60%; ③ Goldman Sachs has added 3 new top ten small-cap shareholders, leading domestic brokerage firms and several 10 billion private equity position adjustments.
Dongpeng Drinks responds to concerns about holdings reduction, and the new product “Dongpeng Replenish Water” rises to prominence | Direct hit on performance
① Dongpeng Beverage executives said at today's results conference that Dongpeng Water Replenishment has a trend of becoming the company's second most popular product; ② The company has now built and put into operation nine major production bases, increasing its annual design capacity to 3.35 million tons.
In less than 3 days, sales in the live broadcast room plummeted by more than 90%. After the “Sarcastic Day” incident, Xiang Piaopiao set up a marketing company
① According to Feigua data, the sales volume on May 8 was 10,000 yuan - 25,000 yuan. ② Financial reports show that Xiang Piaopiao's sales expenses in 2023 hit a four-year high, reaching 860 million yuan, an increase of 53.42% over the previous year; the sales expenses rate rose to 23.73%.
Anti-nuclear sewage discharge, CEO airborne live broadcast room... Xiang Piaopiao floated on popular “unpopular” products suddenly became popular
① The stock price of Xiang Piaopiao, which became a hot search due to anti-nuclear sewage discharge, rose and stopped today; ② What is popular on the list is the company's unpopular product, juice tea. Currently, the peak sales season for this product is approaching; ③ Including Japan, Xiang Piaopiao accounts for less than 1% of overseas revenue.
What signals did the dairy industry release in Document No. 1? “Improving standards and promoting consumption” has become the key word
Currently, the domestic dairy market is undergoing a transition period from room temperature milk to low temperature milk, and low temperature milk has become a new competitive arena for dairy companies. On February 3, Xinhua News Agency was authorized to issue “Opinions of the CPC Central Committee and the State Council on Studying and Using the Experience of the “Thousand Villages Demonstration, Ten Thousand Villages Remediation” project to effectively promote comprehensive rural revitalization. “Improving standards and promoting fresh milk consumption” became the key word for the 2024 dairy industry.
Zhu Like, Chairman of Yiming Foods: The focus of this year's work is to open a store, and the store is expected to double in the next three years|Head of TheOne
① The current focus is on “opening stores”, and the plan is to increase the net number of stores by 800 in 2024 and make a breakthrough in central China; ② direct-run stores are used to build brand awareness and optimize the store structure. After the model matures, the main focus is on franchise store expansion; ③ the company's current production capacity can support 6,600 stores, and the future will start new production.
Raw material prices fall, gross margin increases, Panda Dairy's net profit doubles in 2023 to develop beverage and condiment series
① Expected net profit of 100 million yuan to 110 million yuan in 2023, a year-on-year increase of 89.11%-105.96% ② Prices of main raw materials have declined, and the gross margin of the company's products has increased ③ The company plans to use the capital raised to develop a series of beverages and condiment products in Shandong
Yiming Foods: There are no plans to open a store outside of East China, and the Jiangsu factory will be profitable next year | Direct impact on the performance meeting
① The company's main expansion areas in 2024 are the five major urban areas of Zhejiang, Fujian, Jiangxi, Jiangsu, and Anhui ② The company's store opening strategy is “mainly franchising, assisted by direct management”, with 1,432 franchise stores and 618 direct-run stores in the first three quarters ③ The company's goal of opening 6,600 stores in East China has not changed
The results of laying out the bottled drink racetrack are yet to be shown Xiang Piaopiao's Q3 revenue growth rate of 808 million dollars is slowing down | Financial Report Interpretation
① Following the announcement of the expansion of the bottled beverage circuit, Xiang Piaopiao's new bottled product record attracted investors' attention; ② Judging from the data in the three-quarter report, the new bottled products had been on the market for some time but the performance contribution was not obvious; ③ The head of the company said that the performance of the new product was basically in line with expectations, but the general market environment was indeed quite weak.
Beishui went against the market and bought Anta over HK$900 million and reduced Tencent's holdings by more than HK$400 million; Nanshui sold Kunlun Wanwei over 400 million yuan
Southbound Capital received net purchases of HK$2,259 million today; Meituan-W and Pharmaceutical Biotech received net purchases of HK$158 million and HK$123 million respectively; Northbound Capital made net purchases of $2,264 million today. Huichuan Technology, Ningde Times, and Kweichow Moutai received net purchases of 484 million yuan, 499 million yuan and 356 million yuan respectively.
Beishui grabs science and technology network stocks! Tencent added more than HK$1.2 billion to buy Meituan over HK$200 million; Nanshui added Kweichow Maotai to nearly 600 million yuan
Southbound Capital received a net purchase of HK$1,013 million, Pharmaceutical Biotech received a net purchase of HK$415 million. Hang Seng Chinese companies had the highest net sales volume of HK$1,024 million; Northbound Capital made a net purchase of $4.295 billion today, while IFF and Changchun Hi-Tech received net purchases of $306 million and $228 million respectively.
Opinion | What impact will further expansion of connectivity have on the Hong Kong market?
Institutions believe that the current two-way expansion and reform of the Shanghai-Shenzhen-Hong Kong Stock Connect is not only conducive to enriching the variety of traded products, expanding the scope of investment and increasing trading activity, but is also of great significance in promoting mutual integration of the capital markets of the two places and speeding up the opening up process of China's capital markets to the outside world
Beishui bought Tencent more than HK$700 million, adding nearly HK$400 million to Great Wall Motor; Nanshui bought Longji Green Energy for nearly 400 million yuan
Southbound Capital made a net purchase of HK$832 million, with Hang Seng Chinese companies having the highest net sales volume of HK$366 million; Northbound Capital had net sales of 2.15 billion yuan today. Shaanxi Coal, Yili Co., Ltd. and BYD received net sales of 268 million yuan, 229 million yuan and 151 million yuan respectively.
Beishui added nearly HK$200 million to Great Wall Motor and Kuaishou; Nanshui sold over 700 million yuan to Ping An of China
Southbound Capital made a net purchase of HK$732 million, with the Hong Kong Stock Exchange having the highest net sales volume of HK$168 million; Northbound Capital had net sales of 4,734 million yuan today. Kweichow Moutai and Ningde Shidai received net sales of 452 million yuan and 335 million yuan respectively, and Muyuan shares bucked the trend with net purchases of 505 million yuan.
Mengniu invested another 800 million dollars