China Food

The fifth factory of Yuanqi forest has been put into trial operation, and Tiansi Red Bull has started to build a Sichuan base. Naixue plans to break through the scale of thousands of stores this year,% Arabica has been invested by PAG, and Zhong Xue has promoted the “Youth” series of ice cream

Hot company information and announcement


Naixue’s tea plans to break through the scale of thousands of stores this year

Today, Naixue’s tea released its performance in 2021, with a total revenue of 4.296 billion yuan, an increase of 40.5% over 3.057 billion yuan in 2020. The adjusted net loss was 145 million yuan, and the adjusted net profit in the same period last year was 16.643 million yuan. During the period, Naixue’s tea online order revenue accounted for 71.8% and the number of registered members exceeded 43 million; 326 new stores were added throughout the year. Naixue is expected to open 350-400 new stores in 2022, which will exceed the scale of thousands of stores at that time. (company announcement)

%Arabica has been invested by pag

According to the latest documents of the Hong Kong stock exchange, taimeng investment group (hereinafter referred to as PAG) has completed the investment in the main body of the operation right of the boutique coffee brand “% Arabica” in China, or has realized holding. (bright company)

Sichuan production base of Tiansi group starts construction

Today, the commencement ceremony of Tiansi Group Red Bull beverage (Sichuan) production base project was grandly held in Neijiang economic and Technological Development Zone. This marks the further landing of Tiansi group’s investment in China, and is also one of the important measures for Tiansi group to realize localized production in China and meet the diversified needs of Chinese consumers. The base covers an area of 300 mu, and the land for supporting projects is 100 mu, totaling 400 mu. The investment amount is 1.1 billion yuan. With the construction of other supporting ecosystems, the total investment amount of the project is expected to reach 2 billion yuan. The plant is expected to have a total capacity of 1.44 billion cans / year, which will mainly radiate the market in Western China. Meanwhile, as the latest production base invested by Tiansi group in China, Sichuan factory will establish five Red Bull beverage production lines and supporting facilities in three phases. (issued by the company)

The fifth self built factory of Yuanqi forest was put into trial operation

Recently, the fifth self built factory of Yuanqi forest in Dujiangyan, Sichuan Province has been commissioned and ready for trial production. It is reported that the factory has a total investment of about 1 billion yuan, covers an area of 229.3 mu, and has an annual production capacity of more than 1.2 billion bottles. Its products will mainly radiate to southwest China. This also means that Yuanqi forest is officially developing in the southwest region with great potential in the domestic beverage market. (issued by the company)

China’s food revenue increased by 14.7% last year

COFCO’s Coca Cola bottler, China food, announced today that its net profit for the year ended December last year was 572 million yuan, an increase of 14.77% year-on-year. During the period, the income was 19.784 billion yuan, an increase of 14.7% year-on-year; The gross profit was 7.061 billion yuan, and the gross profit margin decreased by 3.9 percentage points to 35.7%. (company announcement)

The revenue of grain mill increased by 11.9% last year

Yesterday, the grain mill invested by PepsiCo announced its performance last year, with a revenue of 1.61 billion yuan, a year-on-year increase of about 11.9%; The profit attributable to shareholders was 86.531 million yuan, while the loss in the same period last year was 14.45 million yuan. As of 2021, the absolute amount of sales revenue of its offline and online channels has increased compared with the previous year, which is due to the increase in revenue generated by online channels, but slowed down due to the decrease in revenue generated by offline channels. (company announcement)

Miaokelan is expected to increase its revenue by up to 40% in the first quarter

Today, miaokelando of Mengniu holdings released the performance forecast announcement for the first quarter of 2022. It is expected to achieve an operating revenue of 1150-1350 million yuan in the first quarter of 2022, an increase of 20.93-41.97% year-on-year.; The net profit attributable to the shareholders of the listed company is expected to be 55-75 million yuan, with a year-on-year increase of 71.72% – 134.16%. (company announcement)

Keming food: both imported wheat and domestic wheat have sufficient stocks

In response to “whether the recent rise in global grain prices has an impact on the company” on the interactive platform on March 29, Keming food said that at present, the central and local reserves at all levels focus on the rotation of wheat, and the purchase demand of downstream flour factories for wheat is lower than that in the early stage. Since March, the average transaction price of policy wheat auction has continued to fall. At present, the company has sufficient stocks of imported wheat and domestic wheat. (Securities Times)

Liangpin store received a government subsidy of 40.1251 million yuan

Yesterday, liangpin store announced that from January 1 to March 28, 2022, liangpin Store Co., Ltd. and its subsidiaries received a total of 40.1251 million yuan of government subsidies (unaudited data), all of which belong to income related government subsidies. (company announcement)


Guizhou Maotai made a net profit of 16.6 billion yuan in the first quarter, an increase of about 20% year-on-year

Yesterday, Moutai, Guizhou, released the main operating data for the first quarter of 2022. It is expected to achieve a total operating revenue of about 33.1 billion yuan, a year-on-year increase of about 18%; The net profit attributable to the shareholders of the listed company is expected to be about 16.6 billion yuan, with a year-on-year increase of about 19%. (company announcement)


Northwest tea brand “Fangha” completed ten million yuan Angel round financing

Northwest tea brand “Fangha” has recently completed ten million yuan Angel round financing. The investors are kunyan capital, Lanzhou beef noodle brand Chen Xianggui and angel investor song huanping. Yundao capital acts as a long-term exclusive financial adviser. This round of funds will be mainly used for store expansion, supply chain system upgrading and brand image upgrading. (36 krypton)


One batch of “Ziyi” infant milk powder was unqualified, and the mother and baby shop involved was fined 30000 yuan

It is reported that the market supervision bureau of Zhejiang Province recently reported the verification and disposal of substandard food. Lianzhi mother and child life hall, Huimin street, Jiashan County, was fined 31544 yuan by the regulatory department for selling a batch of substandard “Ziyi” infant formula. The project of Fructooligosaccharide and lutein in the milk powder involved did not meet the requirements of the national standard indicated on the product label, and the mother and baby hall sold substandard food, and the license of the supplier was not checked for the purchased food. (Beijing News)


Mengniu Dairy products with an annual output of 350000 tons of liquid dairy products project is located in Suqian Economic Development Zone

Yesterday morning, Suqian Economic Development Zone officially signed a contract with mengniu dairy products Jiangsu Co., Ltd. on the project of 350000 tons of liquid dairy products per year. The total investment of the project is planned to be 1 billion yuan. When completed and put into operation, it will add new momentum to the agglomeration and development of food and beverage industry in Suqian Economic Development Zone. (Suqian Economic Development Zone People’s Government)

Zhejiang Songyang promotes the development of tea industry and establishes cooperation with Xi tea, etc

Zhejiang Songyang tea industry has accelerated the pace of mechanization. Among them, zhentonghong, a leading enterprise, invested 75 million yuan at the end of 2011 to build a tea powder production line with an annual output of 3000 tons. Through technological processes such as extraction, separation, centrifugation, thermal concentration and screening, it processes tea, tea powder, tea flakes and other by-products into instant tea powder, so as to maximize the utilization of tea resources. At present, the enterprise has introduced 5 production lines of all kinds of instant tea powder, functional instant tea powder and Matcha, and its cooperative customers include well-known enterprises such as Xiangpiao and Xi tea. (Lishui)

Zhong Xuegao launches “juvenile” ice cream series

On March 25, the new “juvenile” ice cream series jointly launched by Zhong Xuegao and the National Olympic Sports Center was launched at Zhong Xuegao tmall flagship store. This new product focuses on low sugar, low fat and higher protein content.


The first tmall super brand day of nongnongshan spring is coming

On March 30, the first tmall super brand day of nongnongshan spring was approaching. Nongnongshan spring launched Disney pine series 0 to breathe and soak in water, and limited the number of Disney pine bottle caps. (issued by the company)

Nelson sold himself
for $16 billion

Today, Nielsen’s pre market share price soared 22%. Nielsen announced that the company has reached a final agreement with evergreen coast capital and Brookfield business partners (BBU. US), subsidiaries of Elliott investment management, and a private equity consortium led by institutional partners. The consortium will acquire the company in total cash (including debt commitment) of about $16 billion at $28 per share. (Zhitong Finance)


Quick reading of food industry information


From January to February, China’s dairy exports increased by 8.9%

From January to February 2022, China imported 742100 tons of various dairy products, a year-on-year decrease of 2.5%, and the import volume was US $2.839 billion, a year-on-year increase of 17.6%. A total of 6872.92 tons of dairy products were exported, with a year-on-year increase of 8.9%, and the export volume was US $31.8503 million, with a year-on-year decrease of 17.6%. (China business intelligence network)

International fertilizer costs soared, and Latin American coffee growers sounded the “state of emergency” alarm

Small scale coffee growers in Latin America face a huge problem with soaring fertilizer costs. In order to make a living, they are trying to find alternatives and even consider some unconventional means. In Nicaragua, coffee growers are cutting back on fertilizer purchases; In Guatemala, growers are diluting fertilizer to cope with scarce supplies. Some coffee farmers are considering using cheap organic waste as a substitute for nitrogen, phosphorus and potassium, even if it could significantly reduce production. All this stems from soaring fertilizer prices, and farmers are increasingly burdened by the cost of agricultural materials. (Financial Associated Press)

The construction of key projects in Jiangsu helps the high-quality development of dairy industry

In 2021, Jiangsu Province planned and constructed 22 key dairy projects with a total investment of 3.751 billion yuan, of which 13 dairy projects were included in the “major agricultural and rural projects in Jiangsu Province in 2021”, with a total investment of 2.494 billion yuan. In 2021, 9 pastures with a scale of more than 500 will be built in the province. After completion, the designed stock scale will increase by 35000, 9 dairy processing production lines will be reconstructed and expanded, and the daily capacity of dairy processing capacity will be 1686 tons. The joint venture between Jiangsu Nongken Dongxin farm and Youran animal husbandry under Yili Group plans to invest a total of 600 million yuan to build two 10000 pastures within two years. (animal husbandry division of Jiangsu Provincial Department of agriculture and rural areas)


Kwai last year, total electricity business increased by nearly 80%

Kwai Chung announced its 2021 results today. Kwai’s income last year was 81 billion 82 million yuan, an annual increase of 37.9%. The annual loss was about 78.077 billion yuan, a year-on-year decrease of 33.1%; The adjusted loss was 18.852 billion yuan, an increase of 139.7% year-on-year. The average daily activity of Kwai Chung was about 323 million on the previous quarter, increasing by 19.2% annually. The average monthly active users were about 578 million, an increase of 21.5% year-on-year, a record high; The average daily use time of each active user is about 118.9 minutes, an increase of 32.3% year-on-year; The average online marketing service income of daily active users was 40.9 yuan, an increase of 30.3% year-on-year. In addition, the total turnover of Kwai TSE e-commerce last year was 240 billion 292 million yuan, an annual increase of 35.7%, and the total electricity business transactions totaled 680 billion yuan, an increase of 78.4% over the same period last year. (company announcement)

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