China Food

Yili plans to send two representatives to be the directors of Aoyou. Mengniu increases its holdings of miaokerando. Yang Guofu is accused of listing in Hong Kong. New hope loses up to 9.6 billion. McDonald’s cooperates with UnionPay. Is Starbucks Lingyin Road store going to be closed?

Hot company information and announcement




Yesterday, Aoyou and Yili issued a joint announcement announcing the completion of equity delivery. The announcement also shows that the composition of Aoyou’s board of directors will be changed by two non-executive directors. Jingang plans to nominate sun Donghong and Zhang Zhanqiang as the new non-executive directors of Aoyou’s board of directors. Among them, sun Donghong has been the assistant president of Yili since 2017, and Zhang Zhanqiang has been the assistant president of Yili Group since 2019. (issued by the company)




Yang Guofu Malatang officially submitted a prospectus to the Hong Kong Stock Exchange as soon as February, and plans to be listed on the main board. In 2020, its franchise stores exceeded 6000 overseas layout, and have now expanded to five countries: Canada, Australia, Japan, South Korea and Singapore. (I knew it early)




Li Chunlin, President of JDB group, reviewed the group’s work in 2021 and said that JDB achieved an increase of more than 50% in both sales revenue and total profit in the past year, made solid progress in the new marketing model, achieved initial results in brand rejuvenation, and made key breakthroughs in the transformation and upgrading of the company’s intelligent and digital strategy. (issued by the company)




Miaoke Lando announced that Inner Mongolia Mengniu recently increased its holdings of 7.8538 million shares of the company through the centralized bidding trading system, accounting for 1.52% of the total share capital of the company. After the equity change, Inner Mongolia Mengniu held 154808055 shares of the company, accounting for 29.99% of the total share capital of the company. (company announcement)




Yesterday, new hope released its performance forecast for 2021. It is estimated that the net loss attributable to shareholders of Listed Companies in 2021 will be RMB 8.6 billion-9.6 billion, a decrease of 273.94% – 294.17% over the same period last year. In this regard, the company said that due to the gradual recovery of domestic pig production capacity, the pig price in 2021 decreased significantly compared with the same period last year, and the pig breeding cost increased significantly year-on-year. (company announcement)




Yesterday, Jiajia food released the performance forecast for 2021. It is estimated that the net loss attributable to the shareholders of the listed company in 2021 will be 59-88 million yuan. In this regard, the company said that it was due to the decline of sales revenue, the rise of procurement costs, the increase of sales expenses and the company’s provision for impairment. (company announcement)




Yesterday, Keming food released the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 66-78 million yuan, a decrease of 273.94% – 294.17% over the same period of the previous year. In this regard, the company said that the reasons include the large difference in the structure of sales products compared with the previous period, resulting in a year-on-year decrease in the gross profit margin of the current period; The rise of production costs leads to the reduction of the overall gross profit margin of the company. (company announcement)




Yesterday, black sesame released the performance forecast for 2021. It is estimated that the net loss attributable to shareholders of Listed Companies in 2021 will be 85 million yuan to 120 million yuan, a decrease of 273.94% – 294.17% over the same period of last year. Affected by the price rise of bulk materials in the market in 2021, the purchase price of raw materials of the company increased as a whole during the reporting period, and the gross profit decreased by about 50 million yuan year-on-year. (company announcement)




According to the 2021 annual performance forecast released by Yantang dairy, the net profit attributable to shareholders of listed companies last year is expected to be 152-168 million yuan, with a year-on-year increase of 45% to 60%. The company said that in 2021, on the one hand, it will deeply cultivate traditional channels, increase efforts to explore new channels and markets, actively explore new retail, and promote better sales growth; On the other hand, continue to promote refined management, reduce costs and increase efficiency, optimize product structure and further enhance the company’s comprehensive profitability. (company announcement)




On January 28, golden seed wine announced that the net profit loss attributable to shareholders of Listed Companies in 2021 is expected to be 155 million yuan to 185 million yuan, and the profit in the same period in 2020 is about 69.4 million yuan. Gold seed wine said that the main reason for this loss is that the liquor product structure is in the adjustment stage, the sales of the second high-end products are relatively low, and the gross sales margin of the Baijiu is relatively low. (company announcement)




On January 28, Yiming food released a performance forecast. It is estimated that the net profit in 2021 will be 20-30 million yuan, a year-on-year decrease of 77.35% – 84.9%. In response, Yiming food said that its sales were mainly affected by the adverse effects of COVID-19 in the East China region, the rising prices of raw materials and the completion of the new production base. At the same time, the increase in the number of Direct stores was driven by the substantial increase in sales expenses during the period. (company announcement)




Wuliangye announced that according to the company’s “14th five year plan” strategic development plan, the company will increase the original wine production capacity and expand and transform the koji making workshop. The main construction contents include koji making workshop and relevant supporting facilities. The total investment of the project is estimated to be 2.75 billion yuan. (36 krypton)




On January 26, the 2021 performance express released by Tianwei food, a compound seasoning company, showed that last year, the total revenue was 2.026 billion yuan, a year-on-year decrease of 14.34%; The net profit was about 179 million yuan, a year-on-year decrease of 50.96%. For the pre reduction of performance, Tianwei food explained that it mainly includes the decline of residents’ consumption power and the sales revenue is lower than expected; Rising cost of main raw materials; Changes in product structure and decline in gross profit margin; The industry competition intensifies and the promotion is strengthened. (company announcement)




Liangpin store announced yesterday that it plans to change some investment projects of listed raised funds. Among them, “Omni channel marketing network construction project” is proposed to be changed to “direct store expansion project” and “food R & D center and testing center transformation and upgrading project” to be “R & D center construction project”. (company announcement)




Recently, dingdong vegetable shopping and Guangming dairy signed an in-depth cooperation agreement in Shanghai. The two sides will carry out in-depth cooperation around the procurement and supply system, supply chain ecological construction and other aspects, so as to bring consumers more dairy products with “product price ratio”. (China Network)




On January 26, China UnionPay signed a business cooperation agreement with golden arch (China) Co., Ltd., which operates McDonald’s China business. The agreement covers acceptance cooperation, member and account cooperation, promotion cooperation and scientific and technological cooperation. McDonald’s restaurants in mainland China will fully support the acceptance of UnionPay payment products online and offline. (China UnionPay)

Starbucks Lingyin Road store is closing?

Recently, the 5-year lease of 21 scenic properties in Hangzhou West Lake scenic spot was publicly auctioned at Ali auction. Among these auctions, the most concerned is the lease right of a shop located at 36-2 Lingyin road. At present, this shop is a Starbucks coffee shop, covering an area of 174.14 square meters. It is understood that this time, Starbucks store operators also signed up and raised their cards for bidding, but failed. The successful bidder is a Shandong Qingdao enterprise 1000 kilometers away from Hangzhou. This means that after the lease expires, Starbucks Lingyin Road store will be closed and operated by new owners.




On January 27, Snow Beer’s fruity carbonated beverage “small beer steam” series launched two new flavors: pineapple passion fruit lactic acid bacteria flavor and peach flavor. (issued by the company)




According to the annual results of 2021 released by Yizi recently, the net income increased by 8.0% last year, with an increase of 5.2% excluding the impact of acquisitions and exchange rates. In terms of sub markets, Yizi emerging markets performed strongly last year, with net income increasing by 11.4% and sales in developed markets increasing by 6.3%. (foodbev)




Yizi said recently that it may further raise prices globally this year and negotiate and hedge with suppliers to reduce costs. Executives said the company’s profitability continued to be squeezed, especially in the United States, due to rising commodity costs, truck transportation shortages and labor challenges. (Wall Street Journal)




After the price increase last year, weihaomei is expected to raise the price again in the second quarter of this year. Lawrence kurzius, its chief executive, and Mike Smith, its chief financial officer, expect that weihaomei will begin to be “fully affected” by the first round of price increases in the first quarter of this year, but these gains may be offset by continued higher costs. (Baltimore Business Journal)




Recently, PepsiCo Europe announced on its official website that it plans to eliminate virgin fossil based plastics in all its crispy and potato chip packaging bags by 2030. This goal will apply to brands including walkers, Doritos and lay’s and will be achieved by using 100% recyclable or renewable plastics in their packaging. (Interface)


Quick reading of food industry information





“The data shows that consumers’ willingness to go out during the Spring Festival in 2022 is significantly higher than last year. Product and service brands related to catering, travel, entertainment and other industries should seize this opportunity to create more diversified consumption scenes to meet the needs of consumers during the Spring Festival,” said Wei Li, head of brand and creativity in Shanghai of Kaidu China (Kaidu)




LatePost news later, the Kwai Chung electric supplier will set the total target volume of 2022 (GMV) in the range of 900 billion yuan to 970 billion yuan. It is understood that the Kwai sum completed GMV6800 billion yuan in 2021, exceeding the original target of 650 billion yuan, also higher than expected. Gmv dimension refers to the dimension of submitting orders, including submitting unpaid, refund and return. (latepost later)




SF holdings announced that it expected a net profit of 4.2 billion yuan to 4.4 billion yuan in 2021, a year-on-year decrease of 40% – 43%. In order to expand market share, build long-term core competitiveness, and cope with the high growth of parts volume and alleviate the bottleneck of production capacity, the company has increased the investment in network resources such as site, equipment and transportation capacity; The economic express delivery products with lower pricing grow rapidly, which puts some pressure on the overall profit margin. (36 krypton)

AstraZeneca pharmaceutical staff suspected of defrauding the national health insurance administration: all suspects were arrested

Today, in response to the case that the staff of AstraZeneca Pharmaceutical Co., Ltd. were suspected of tampering with the genetic test results of tumor patients to defraud the medical insurance fund, the head of the fund supervision department of the national medical insurance administration said that in the early stage, according to the clues reported by the masses, the national medical insurance administration urged Shenzhen to establish a joint task force composed of medical insurance, public security, health and health, market supervision and other departments, The criminal suspect has been arrested for thorough investigation of the case. (


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