Hot company information and announcement
“i茅台”将上线飞天茅台？
I when Maotai released the “countdown poster for the first round of special activities”, it flexibly clarified the relevant rumors again after a week. “The official launch scheme and products we are concerned about need to be determined after a comprehensive summary of the trial operation. Please refer to the official channels for relevant information.” Earlier, some media reported that I Maotai would consider launching Feitian Maotai liquor after its official operation. The above wording of “I Maotai” is obviously a polite clarification. “Maotai time and space” further verified with relevant parties in Maotai and learned that the information of “flying Maotai online I Maotai” was not accurate. According to the information learned by “Maotai time and space”, I Maotai will be officially launched on May 19, but the launch scheme and product launch have not been determined. (Maotai spacetime)
汤成倍健一季度收入增长2.60%
Today, Tang chengbeijian released the first quarter performance report. During the reporting period, the company achieved an operating revenue of 2.28 billion yuan, a year-on-year increase of 2.60%; The net profit attributable to shareholders of listed companies was 663 million yuan, a year-on-year decrease of 18.78%. (company announcement)
海天味业一季度收入增长0.72%
Today, Haitian flavor industry announced that the operating revenue in the first quarter of 2022 was 7.210 billion yuan, a year-on-year increase of 0.72%; The net profit was 1.829 billion yuan, a year-on-year decrease of 6.36%. (company announcement)
New dairy revenue growth last year
New dairy announced today that the annual operating revenue was 8.967 billion yuan, a year-on-year increase of 32.87%; The net profit was 312 million yuan, a year-on-year increase of 15.23%. The high-end and ultra-high-end low-temperature fresh milk products achieved an increase of about 50% during the reporting period. Last year was the first full fiscal year after Huanmei dairy (Xiajin brand) entered the new dairy system. Its revenue was 2.317 billion yuan year-on-year, with a year-on-year increase of 15.02%, and its net profit was 43 million yuan, with a year-on-year increase of 48.70%.
青岛啤酒一季度收入增长3.14%
Today, Tsingtao Beer released its report for the first quarter of 2022. During the period, the operating revenue was 9.208 billion yuan, a year-on-year increase of 3.14%, and the net profit was 1.126 billion yuan, a year-on-year increase of 10.20%. (company announcement)
The revenue of Yanghe shares increased by 23.82% in the first quarter
Yanghe shares released its first quarter report today, with a revenue of 13.026 billion yuan, a year-on-year increase of 23.82%; The net profit was 4.985 billion yuan, a year-on-year increase of 29.07%. In the annual report, the net profit in 2021 was 7.508 billion yuan, a year-on-year increase of 0.34%.
泸州老窖一季度收入增长26.15%
Today, Luzhou Laojiao announced that in the first quarter of 2022, the company achieved a revenue of 6.312 billion yuan, a year-on-year increase of 26.15%; The net profit was 2.876 billion yuan, a year-on-year increase of 32.72%. On the same day, Luzhou Laojiao released its annual report for 2021. The revenue of Luzhou Laojiao last year was 20.642 billion yuan, a year-on-year increase of 23.96%; The profit was 7.956 billion yuan, a year-on-year increase of 32.47%. (company announcement)
重庆啤酒一季度收入增长17.12%
Today, Chongqing beer announced that the operating revenue in the first quarter was 3.833 billion yuan, a year-on-year increase of 17.12%; The net profit was 340 million yuan, a year-on-year increase of 15.33%. The company achieved a beer sales volume of 794200 kiloliters, an increase of 11.7% over the same period last year. (company announcement)
圣农发展一季度亏损6533万元
Today, Shengnong Development released a quarterly performance announcement, saying that the revenue during the period was about 3.379 billion yuan, a year-on-year increase of 9.45%; The net profit loss is about 65.33 million yuan. (company announcement)
燕塘乳业去年收入增长21.24%
Yantang dairy announced yesterday that last year, the company achieved an operating revenue of 1.985 billion yuan, a year-on-year increase of 21.24%; The net profit was 158 million yuan, a year-on-year increase of 50.38%. (company announcement)
爱婴室一季度出现亏损
Yesterday, the baby room disclosed the first quarter report of 2022. The financial report shows that during the reporting period, the baby room achieved a revenue of 855 million yuan, a year-on-year increase of 57.38%; The net profit was -12.2715 million yuan, a year-on-year decrease of 210.4%. (company announcement)
伊力特一季度净利同比下降17.55%
Yesterday, Yilite released a report for the first quarter of 2022, saying that the company achieved an operating revenue of 624 million yuan, an increase of 14.67% over the same period last year, and a net profit of 108 million yuan, a decrease of 17.55% over the same period last year. (company announcement)
洽洽食品一季度收入增长3.86%
Yesterday, Qiaqia food announced that the revenue in the first quarter of 2022 was about 1.432 billion yuan, a year-on-year increase of 3.86%; The net profit was about 208 million yuan, an increase of 5.15% year-on-year. (company announcement)
广州酒家一季度收入增长11.51%
Yesterday, Guangzhou Restaurant released a report for the first quarter of 2022, saying that it achieved an operating revenue of 747 million yuan, a year-on-year increase of 11.51%; The net profit was 52.5112 million yuan, a year-on-year increase of 10.36%. (company announcement)
有友食品一季度收入减少5.26%
Yesterday, youyou food company realized an operating revenue of 1.22 billion yuan last year, a year-on-year increase of 11.62%; The net profit was 220 million yuan, a year-on-year decrease of 2.65%; In the first quarter, the operating revenue was 266 million yuan, a year-on-year decrease of 5.26%; The net profit was 21.4355 million yuan, a year-on-year decrease of 64.31%. (company announcement)
承德露露一季度收入增长14.95%
Yesterday, Chengde Lulu disclosed the first quarter report that the company achieved an operating revenue of 1.118 billion yuan, a year-on-year increase of 14.95%; The net profit was 235 million yuan, a year-on-year increase of 11.19%. (company announcement)
山西汾酒一季度收入增长43.62%
Yesterday, Shanxi Fenjiu announced that in 2021, the company achieved a revenue of 19.971 billion yuan, a year-on-year increase of 42.75%; The net profit was 5.314 billion yuan, a year-on-year increase of 72.56%. In the first quarter of 2022, Shanxi Fenjiu achieved a total operating revenue of 10.53 billion yuan, a year-on-year increase of 43.62%; The net profit was 3.71 billion yuan, a year-on-year increase of 70.03%. (company announcement)
燕京啤酒一季度收入增长11.66%
Recently, Yanjing Beer released its first quarter report of 2022, with an operating revenue of 3.1 billion yuan, a year-on-year increase of 11.66%. The net profit was 863900 yuan, while the loss in the same period of last year was 109 million yuan. (company announcement)
天润乳业2021年净利为1.5亿元
Yesterday, Tianrun dairy, a listed dairy company in Xinjiang, released its financial report for 2021, which showed that its revenue was 2.109 billion yuan, a year-on-year increase of 19.32%; The net profit was about 150 million yuan, a year-on-year increase of 1.52%. (company announcement)
西部牧业去年收入增长37.50%
Western animal husbandry disclosed yesterday that in its 2021 annual report, it realized an operating revenue of 1.128 billion yuan, an increase of 37.50% over the same period last year, and a net profit of 14.4089 million yuan, a year-on-year increase of 20.62%. (company announcement)
健合集团科学咨询委员会成立
Today, Jianhe Group officially announced the establishment of “Jianhe group Scientific Advisory Committee (hhsac)”. Hhsac is the group’s first scientific advisory committee that really pays attention to the nutrition and health of the whole family members, and will provide advice and suggestions for product research and development. (issued by the company)
星巴克移动咖啡车亮相福田咖啡生活节
The 2022 Futian coffee life festival will be kicked off during May Day, which is the second consecutive year that Starbucks participated in the coffee festival as an exhibiting brand. This year, Starbucks “drove” the mini cute mobile coffee cart into the venue and appeared in the form of flash from April 28 to May 4. (issued by the company)
喜宝成长公益课堂再次启动
Today, China Soong Ching Ling Foundation joined hands with German Infant Nutrition brand HIPP and German Xibao to set up a special fund for “cultivating the future with ingenuity” – Xibao growth public welfare classroom, which was launched again to answer questions and solve doubts for Chinese new generation parents in the form of online live broadcast. (issued by the company)
恒天然在华高层指新式月饼以及“中点西芯”将成热点
Today, Dai Junqi, vice president of Fonterra Greater China, a New Zealand dairy company, said today that China’s moon cake market will present more national trendy and IP products. At the same time, new moon cakes and “midpoint West core” will also become hot spots in the market; The team of Fonterra catering service brand “Anja professional dairy professional partner” led by him joined hands with leading enterprises in the domestic moon cake industry to perfectly apply Western-style dairy products to traditional moon cake cakes. (issued by the company)
芝士蛋糕KUMO KUMO获融资
Recently, the cheese cake chain brand Kumo Kumo completed Angel round financing, and the investor is Qingrui venture capital.
奈雪首次推出“1字头”霸气杨梅产品
Today, Naixue’s tea with domineering red bayberry returns to the classic for the seventh year, and launched the “1 prefix” domineering red bayberry for the first time. It is reported that the product continues to select the characteristics of red bayberry with burst juice in the current season, manual enucleation of Red Bayberry and rich pulp. In addition, Naixue cross-border sunrise Club jinx week jointly created an exclusive single, announcing that the new tea and hip-hop ushered in the strongest trend impact. (issued by the company)
联合利华一季度收入增长11.8%
Unilever today announced its results for the first quarter of 2022, with an operating revenue of 13.782 billion euros, a year-on-year increase of 11.8%. Among them, the basic sales increased by 7.3% and the price increased by 8.3%. Meanwhile, Unilever said it expected to further raise prices to cope with factors such as inflation of relevant raw materials. (Reuters)
McDonald’s performance in the first quarter was higher than market expectations
McDonald’s released its first quarter results today, with a net profit of $1.104 billion, down from $1.537 billion last year; The revenue during the period was US $5.666 billion, up from US $5.125 billion last year. Both revenue and net profit were higher than previous market expectations. In the first quarter, McDonald’s global comparable sales increased by 11.8%. （Marketwatch）
保乐力加第三财季增长超预期
Today, Pernod Ricard released a performance report. In the third quarter, sales increased organically by 20% year-on-year to 2.447 billion euros, exceeding expectations. Sales in the United States, Europe and China increased. The company said that due to the impact of the epidemic and the gradual normalization of U.S. business, sales may decline in the fourth quarter. (Reuters)
马斯克戏称收购可口可乐公司
After the acquisition of twitter, musk tweeted earlier today that he wanted to “buy Coca Cola”, which aroused heated discussion among netizens. So far, he has not responded to this, but today he forwarded a tweet about buying McDonald’s, and replied, “listen, I can’t create miracles.” American media believe that musk is more likely to be just joking, because Coca Cola’s valuation last year was as high as $87.6 billion. （Fox、Newsweek）
Good progress
Carlsberg said today that it was difficult to determine the price of the Russian business sold last month and there were risks, but the company saw outside interest in buying. Cees’t Hart, Carlsberg’s chief executive, said the sale is progressing well, but it will take quite a long time (Reuters)
爱尔兰凯爱瑞集团一季度收入增长8.1%
Today, Kerry Group, an Irish food company, announced that its revenue in the first quarter of this year increased by 8.1% year-on-year, business sales increased by 5.6% and price increased by 5.8%. The company said that the revenue growth in the first quarter was related to the growth of sales volume and the increase of pricing. Although the inflation of the industry is increasing, the company is confident in its pricing model and cost handling ability. (issued by the company)
Analysts believe that the 10 billion valuation of lijieshi milk powder is too high
Yesterday, Bloomberg quoted the news that Lijie had started the sales process of the whole milk powder business. The main brand of the business is Mead Johnson, and the sale is expected to bring in $7 billion to $10 billion. According to the above estimate of EBITDA, the business will reach 21 times of EBITDA in 2022. “This figure is still much higher than the 14.8 times of the overall business of Lijie, not to mention that the growth and profitability of infant nutrition are actually declining.
麦当劳称“McPlant”暂无更新计划
Yesterday, in response to the report that McDonald’s will permanently cooperate with beyond meat on the plant-based product “mcplant” plan, McDonald’s responded that there was no new plan. “Mcplant” is the core menu item of McDonald’s, not a permanent menu item. (Bloomberg)
好时将投北美市场小吃业务
Foreign media reported yesterday that Hershey will become the newly established shareholder of fulfill nutrition, which will focus on the snack business in the North American market. Previously, Ferrero acquired fulfill nutrition, an Irish based protein bar manufacturer, but the North American business was not within the scope of the transaction. （Just Food））
喜力将投资3.6亿美元在巴西新建工厂
Heineken said yesterday that its Brazilian branch would invest about US $360 million to build a new factory locally. It is reported that the newly invested brewery is planned to operate in 2025, which will become Heineken’s 15th plant in Brazil and “the most sustainable production plant so far”. (Reuters)
家乐氏因新糖分法规将英国告上法庭
Recently, Carrefour, an American food company, took the British government to court. Previously, the British government issued new regulations. The breakfast cereal products produced by Kellogg were considered too high in sugar content and were prohibited from being placed in prominent positions in food stores. Kellogg responded that the British method used to measure the nutritional value of grains was wrong and was not legally adopted. The company will appeal to the court to change this provision. (Reuters)
美国知名食品公司竞相收购小众品牌
Brands such as KFZ and KFZ international are facing a shortage of funds. These big companies are seeking to expand their product lineup in the highly competitive market through mergers and acquisitions. It is reported that the volume of M & A transactions in the US Food and beverage industry increased by 18% in the first three months of this year. (Reuters)
Quick reading of food industry information
联合国：欧美多国暴发与巧克力产品有关的沙门氏菌疫情
The United Nations official website announced yesterday that the international network of food safety authorities (INFOSAN) issued a global alert on April 10 and launched a global product recall. To date, a total of 151 gene related cases suspected to be related to the consumption of related chocolate products have been reported in 11 countries. The transmission risk of who in the European region and globally is currently assessed as medium. The WHO says prevention of salmonellosis requires control measures at all stages of the food chain, from agricultural production to food processing, manufacturing and preparation in commercial institutions and households. (United Nations)
The State Administration of Market Supervision announced typical cases of excessive packaging law enforcement
After the implementation of the newly revised law on the prevention and control of environmental pollution by solid waste, the obligatory provisions on restricting excessive packaging of commodities have been further clarified. Today, the State Administration of market supervision selected some typical cases investigated since 2021, including the case of over packaged donkey hide gelatin cake produced by Shandong Dexing Tang donkey hide gelatin products Co., Ltd., the case of over packaged bird’s nest beverage sold by Ningbo Auchan supermarket Co., Ltd. in Chengliu store, Jiading, Shanghai, the case of over packaged tea sold by Xuanhan dangchun Tea Industry Co., Ltd., the case of over packaged American ginseng buccal tablets sold by Central Park store of Nanjing Yuejia Supermarket Co., Ltd General Mills Trading (Shanghai) Co., Ltd. Beijing Branch sold over packaged ice cream and Sephora (Shanghai) Cosmetics Sales Co., Ltd. sold over packaged perfume. (General Administration of market supervision)
New dietary recommendations in the annual dietary guidelines
Recently, the Chinese Nutrition Society released the dietary guidelines for Chinese residents (2022). The new version puts forward dietary suggestions to adapt to the new consumption environment, including increasing the intake of whole grain food; Eat aquatic products twice a week; One egg a day; The daily intake of milk and dairy products per capita was revised from 300g to 300-500g; The goal of “salt limitation” was raised from < 6G to < 5g; Pay attention to the diet suitable for aging; The "Oriental healthy diet model" was put forward for the first time. （Foodaily）
Foreign enterprises actively apply to be included in the list of the second batch of enterprises returning to work and production in Shanghai
Today, Gao Feng, a spokesman for the Ministry of Commerce, said that among the first batch of 666 enterprises on the “white list” released in Shanghai, 247 are foreign-funded enterprises, involving key industries such as integrated circuit and automobile manufacturing. Key foreign-funded enterprises such as Volkswagen and Tesla have resumed work and production in an orderly manner. Some foreign-funded enterprises are actively applying for inclusion in the list of the second batch of enterprises returning to work and production. (First Finance)
阿里巴巴前CEO参与的SPAC寻求本周过会
Wei Zhe, former CEO of Alibaba network, participated in the SPAC vision deal HK acquisition plan and sought to pass the listing hearing of the Hong Kong stock exchange this week. It is reported that visiondeal is expected to raise about 1 billion US dollars, or become the second spac listed in Hong Kong. (economic news agency)
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