Hot company information and announcement
Wen’s shares are expected to lose more than 13 billion yuan in 2021
On January 21, Wen’s shares issued the performance forecast for 2021, with an estimated loss of 13-13.8 billion yuan and a profit of 7.426 billion yuan in the same period of last year, a year-on-year decrease of 275.06% – 285.84%; After deducting non profits, the estimated loss is 14.3 billion – 15.1 billion yuan, and the profit in the same period of last year is 6.381 billion yuan, a year-on-year decrease of 324.09% – 336.62%. During the reporting period, the company sold 13.2174 million pigs (including hairy pigs and fresh products), and the average sales price of hairy pigs was 17.39 yuan / kg, a year-on-year decrease of 48.18%. (company announcement)
Xu Baoyi, former deputy general manager of COFCO, was examined and investigated
Xu Baoyi, former member of the Party group and deputy general manager of China Grain Reserve Management Group Co., Ltd., is suspected of serious violation of discipline and law. At present, he is undergoing disciplinary review and supervision investigation by the Central Commission for Discipline Inspection and the State Supervision Commission. (Xinhua News Agency)
Guangzhou Shengli submitted a bankruptcy application to Guangzhou intermediate court
Hong Kong Shengli beer recently announced that Guangzhou Shengli began liquidation procedures. Despite the efforts of the liquidation group, Guangzhou Shengli was still unable to reach a settlement with its creditors. On January 21, 2022, the liquidation group submitted Guangzhou Shengli bankruptcy application to Guangzhou intermediate people’s Court of China. Guangzhou Shengli is a joint venture between Shengli beer Guangdong and Guangzhou brewery, with 70% and 30% held by Shengli beer Guangdong and Guangzhou breweries respectively. (Xinhua News Agency)
KFC breakfast in Shanghai has added vegetarian bags
Recently, KFC breakfast in Shanghai has added vegetarian bags. This vegetable bag is the signature product of the time-honored “Chunfeng Songyue building”. With the upgrading of the consumer market and the innovation of Chunfeng Songyue building, a new model was created in Jing’an Jiuguang Department store for the first time in 2021, opening the chain mode, and gradually exploring a new way to resonate with young consumer groups. In order to shorten the distance with the young circle, Chunfeng Songyue building came to KFC for help in the new year. (upper view)
General Mills China has won the title of China’s outstanding employer for four times
Recently, General Mills China was selected for the fourth consecutive year
Simba internal letter said it would increase the frequency of live broadcasting this year
Recently, Simba sent an internal letter saying that it will increase its live broadcasting frequency this year. Xinxuan has more than 4000 employees, including more than 1400 in the quality control team. (e-commerce News)
Nestle appoints head of Middle East and North Africa
Recently, Nestle announced the appointment of Yasser Abdul Malak as chairman and CEO of the Middle East and North Africa (MENA), effective from January 1, 2022. Nestle MENA has more than 15000 employees in 19 countries and operates 25 factories in the region, with sales reaching nearly $3 billion in 2020. （libnanews）
The analysis predicts that Nestle, Unilever and Danone will still raise prices
According to a recent report in the Wall Street Journal, companies such as Nestle, Unilever and Danone will almost certainly ask for price increases this year. Bernstein, a research firm, estimates that the cost of goods sold by major consumer goods companies in Europe may rise by 12% to 15% in the first six months of this year, and weaker brands will find it particularly difficult to negotiate prices with grocery stores. However, food components such as the cocoa bean seller baccarat Lippo may be more protected from such pressures. (Wall Street Journal)
Quick reading of food industry information
French brandy exports to China increased by 55.8%
Recently, according to the data of the inter industry administration of French brandy, the total output of French brandy in 2021 was 86.7 million liters, and the output per hectare was 1077 liters; The sales volume was 232.2 million bottles, a year-on-year increase of 16.2%. After experiencing a sharp decline of 22.3% in 2020, sales increased by 30.9% year-on-year to 3.6 billion euros, an increase of 1.6% compared with 2019. In 2021, the sales volume in the US market was 115 million bottles, with a year-on-year increase of 11.1%; The sales volume in the Chinese market was 34 million bottles, a year-on-year increase of 55.8%. (echo)
British media: low alcohol or non-alcoholic drinks are becoming more and more popular
The BBC recently reported that according to the statistics of the international wine and spirits survey, the market of low-alcohol and non-alcoholic beverages continues to grow, and the consumption is expected to increase by 31% by 2024. New non-alcoholic alternatives began to pour into the market and shake the alcoholic beverage industry. More and more people are consuming non-alcoholic or low-alcoholic beverages, first of all for health reasons. Especially during the new crown pandemic, people pay more attention to health than ever before. (reference message)
Australia continues to increase industrial policy subsidies to develop overseas infant formula market
The Australian government recently announced a $160000 special subsidy to the Infant Nutrition Council (Inc) to support the Australian infant formula and infant milk beverage industry to speed up the formulation of market access strategies. David littlepraud, Australian Minister of agriculture, said that the fund will support the development of dairy trade, especially promote the sales of Australian products in Southeast Asia, Latin America and the Middle East. (Aohua Finance Online)
During the Spring Festival, pork supply is sufficient and the price fluctuates at a low level
据介绍，2021年生猪价格高位逐步回落，从1月份每公斤36元左右回落到12月份的17元左右，今年1月份很多养殖户赶在春节前集中出栏，而且前期一些扩栏的育肥猪同时上市，造成生猪市场整体供应偏松，目前生猪价格已经跌破成本线。（央视财经）
美团、饿了么、滴滴等11家平台被行政指导
日前，人力资源社会保障部会同交通运输部、市场监管总局、全国总工会再次就维护新就业形态劳动者劳动保障权益对美团、饿了么、滴滴、曹操、达达、闪送、货拉拉、满帮、到家集团、阿里巴巴、腾讯等11家头部平台企业联合开展行政指导。（人力资源社会保障部网站）
Didi freight, manbang and other 8 companies were interviewed by regulators
1月20日，交通运输新业态协同监管部际联席会议办公室对满帮、货拉拉、滴滴货运、快狗打车等4家互联网道路货运平台公司进行约谈，对滴滴出行、曹操出行、T3出行、美团出行等4家网约车平台公司进行提醒。约谈提醒指出，近期货车司机集中反映互联网道路货运平台随意调整计价规则、上涨会员费，诱导恶性低价竞争，超限超载非法运输等问题，涉嫌侵害从业人员合法权益，引发货车司机普遍不满和社会广泛关注。约谈提醒要求，各平台公司要正视自身存在的问题，认真落实企业主体责任，举一反三，立即进行整改。（证券时报）
From the end of this year to the beginning of next year, spac ushered in the peak of merger transactions
华尔街日报日前指出，半数于过去两年完成跟目标公司合并的SPAC，股价均较上市价10美元跌最少四成，促使未完成De-SPAC（合并交易）的公司选择“赔钱离场”。事实上，SPAC在上市时是一家只有资金的空壳公司，管理层需要在上市后2年内寻找并购目标，否则将需要“赔钱”给投资者。由于目前市况转淡，不少SPAC仍然按兵不动。统计显示，于热潮期间成立、须在2023年3月或以前完成De-SPAC的公司金额涉及293.2亿美元。今年底至明年初将是这批SPAC找寻合并交易的死线高峰期。（华尔街日报）
The four major investment banks on Wall Street raised their salaries sharply last year
据外电统计指，华尔街各大银行2021年发放了1420亿美元的薪酬和福利，按年增加约180亿元。其中，摩根士丹利、摩根大通、花旗、高盛和美国银行去年的薪酬和福利由2020年的1240亿美元上升至1420亿美元。另外，鉴于去年投行业务表现破纪录，外电引述消息人士指，高盛与摩根大通本周通知投资银行部雇员，将大幅调高员工奖金。（明报）
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