China Food

In July, there were 31 food and beverage financing, only 1.6 billion, and the capital abandoned the waist project?

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in July, how was the investment and financing situation of the food and beverage industry?
 
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Text: Lucy

Source: foodaily daily food (id:foodaily)

 
According to foodaily’s incomplete daily food statistics, 31 investment and financing events occurred in the food and beverage industry in July 2022, with a total amount of only 1.6 billion, of which 12 financing undisclosed amounts.
In addition to investment and financing, Chinese fast-food chain “rural base”, a century old brand “Dezhou braised chicken”, and the new force of dairy industry “adopt a cow” rushed to the Shanghai Stock Exchange IPO; And “Baoli food”, a food seasoning supply chain enterprise, successfully launched an IPO on July 15, raising 402million yuan.
The following is the detailed financing of the food and beverage track in July 2022, which was exclusively collated by foodaily daily food:
Image source: public data, foodaily sorting and mapping
Liquor and new retail attract the most gold
From the perspective of sub circuits, the three major circuits of wine and beverage, new retail channels and supply chain attracted the most money, with financing of 378million yuan, 330million yuan and 404million yuan respectively.
However, the reason why the supply chain can become the most financing track is that “Baoli food” is listed in the IPO, with an initial fund-raising of 402million yuan. Due to the new consumption trend in the past two years, consumer supply chain enterprises have become the winners behind it. At present, Baoli’s share price has soared from 10.05 yuan / share at the beginning of listing to 30 yuan / share now (as of 15:00 on August 1), with a cumulative increase of 300%.
Image source: foodaily sorting and mapping
In terms of financing volume, liquor and new retail are still the two major segments that have received the most financing, both of which are 6. It is worth noting that in the wine drinking circuit, Xige winery has the highest amount, amounting to hundreds of millions of yuan. One of the investors is Challenger venture capital. After this financing, Challenger capital and Tang Binsen’s “wine Empire” still cover Baijiu, beer, wine, etc.
The two “hot money” of the new retail channel have been integrated into the fresh food track, such as daily Youxian and aunt Qian. Although aunt Qian did not disclose the specific amount, she has been integrated into the e round, and the last round of financing also won hundreds of millions of yuan.
However, the daily Youxian was exposed to be “disbanded” a few days after it announced that it had received 200million financing. Now, according to several media reports, the financing funds of the daily Youxian have not been received, and it only announced that it would close the 30 minute express business, which has not been disbanded. At the same time, according to the “new entropy” survey, the total amount owed by Youxian’s suppliers every day has been about 100million yuan.
Capital abandons waist projects?
From the perspective of financing rounds, the polarization phenomenon is still relatively obvious.
The proportion of early projects (angel / seed round, round a) is high, accounting for more than 60%. Even among the 11 a-wheel series, 4 are pre-A wheels.
Shanghai has always been a gathering place of coffee brands, and the competition has long been white hot. In addition, the coffee consumption saturation of first tier cities such as Shanghai and Beijing is high, so sinking is the inevitable road. It is also a trend for capital to invest and finance in online popular cities like Changsha or other first and second tier markets.
As an “addictive” product, the financing of alcohol has never fallen.
The largest amount of financing this time is Xige winery. According to the introduction, Xige winery was founded in 2017, mainly producing wine. In 2021, it exceeded the sales mark of 200million yuan; By the end of April 2022, the order signing volume of “Xige” had reached the sales volume of the whole year of 2021. It is reported that the financing of Xige is also the first large-scale and professional financing in the field of fine wine in China.
July wine financing brand
In addition to low alcohol wine (fruit wine and wine), the two major wine sub categories that have attracted more attention in the past two years include Baijiu and refined beer. Although Baijiu financing rounds are few, the amount of almost every round is not low. On the whole, Baijiu financing focuses on scene innovation, traditional rejuvenation, digital brand, etc.
On the contrary, refined beer has a large amount of financing, but the amount is not high. According to the white paper on tmall beer trends, the refined beer market is growing rapidly. In 2021, the consumption growth rate of refined beer in China is much higher than that of the whole beer market. Such rapid growth has not only led to the birth of many new brands, but also led to the launch of refined beer by Budweiser, Carlsberg, Qingdao and other traditional brands; HEMA, Haidilao, etc. are also planning to brew beer
However, in the Chinese market, in addition to Baijiu, there are obvious head brands, such as Moutai, fruit wine, refined beer, wine and other sub categories. Although the prospect is promising, there are no leading brands, and there will be more new variables in the future.
Fresh “the road ahead is unclear”, and the number “is a foregone conclusion”
In terms of both quantity and amount, the new retail channels in July are in the leading position.
New retail financing brand in July
Among them, as mentioned above, Youxian was exposed to be “dissolved” after it disclosed 200million financing every day; Aunt Qian completed the e-round financing, but it was previously exposed that most franchisees lost money.
However, fresh e-commerce has not been favored for a long time. Cold chain, supply chain, product standardization and other links are costing, and China’s fresh e-commerce platforms have been fighting a price war of “burning money”, let alone making profits. According to the data of China Research Center, there are more than 4000 entrants in the domestic fresh food e-commerce field, of which only 4% have flat revenue, 88% have losses, and finally only 1% have achieved profits.
Aunt Qian focuses on “not selling overnight meat”, but it is not easy to really do it. In the end, we can only rely on crazy discounts before closing the store, or even free gifts, so franchisees have difficulty in making profits.
Therefore, both online and offline, fresh food is a difficult way to go, and the “fresh” mode still needs to be verified.
However, digital platforms have become an inevitable trend, whether it is discount chains or beauty collection stores, and
In July, there were 31 food and beverage financing, only 1.6 billion, and the capital abandoned the waist project?
此次融资金额最高的就是西鸽酒庄。据介绍,西鸽酒庄创立于2017年,主要生产葡萄酒,2021年突破2亿元销售大关;2022年截至4月底,「西鸽」的订单签约量便达到了2021年一整年的销售量。据悉,西鸽的融资也是中国精品葡萄酒领域第一笔有规模且专业的融资。
7月酒饮融资品牌
除低度酒(果酒、葡萄酒)外,近两年关注较多的两大酒饮细分品类还有白酒、精酿啤酒。白酒虽融资轮次不多,但几乎每一轮的金额都不低,整体来看,白酒的融资聚焦场景创新、传统焕新、数字品牌等。
精酿啤酒则相反,融资数量多但金额不高。据《天猫啤酒趋势白皮书》显示,精酿啤酒市场正在高速增长,2021年,我国精酿啤酒的消费增速远高于整个啤酒市场。这样的高速增长,不仅让众多新品牌诞生,更让百威、嘉士伯、青岛等传统品牌也推出精酿啤酒;盒马、海底捞等也在布局精酿啤酒……
但在中国市场,除白酒有明显的头部品牌,如茅台,果酒、精酿啤酒、葡萄酒等多细分类目虽前景可期,但并未出现领军品牌,未来还会有更多新变数。
生鲜“前路未明”、数字“已成定局”
无论是数量,还是金额,7月的新零售渠道都居于领先地位。
7月新零售融资品牌
其中,如前文所言,每日优鲜公开2亿融资后被曝“解散”;钱大妈完成E轮融资,不过此前也曾被曝,加盟商多数亏损。
不过生鲜电商,一直以来就不被看好。冷链、供应链、产品标准化等各个环节都在耗费成本,且中国的生鲜电商平台一直都在打“烧钱”价格战,更别提盈利了。中国研究中心数据显示,国内生鲜电商领域,大约有4000多家入局者,其中仅有4%营收持平,88%陷入亏损,最终只有1%实现盈利。
钱大妈主打“不卖隔夜肉”,但要真正做到,并不简单,最终只能靠关店前的疯狂打折,甚至白送,所以加盟商盈利艰难。
故而,无论线上线下,生鲜都是一条不好走的路,“新鲜”模式仍需要被验证。
但数字平台,已然成为必然趋势,无论是折扣连锁,还是美妆集合店,又或者是便利店,大多都将消费需求获取、消费者运营留存、库存等上中下游环节数据化,最大程度地提高经营。效率。
此次融资的兔悠便利店便是一家集“便利店+零食店+火锅烧烤食材店+预制菜店+免税店+线上网店”为一体的效能零售数字平台;亿加便利也是一家AI智能无人货柜研发商,采用的是AI新零售+无人值守综合模式,且无人零售业务融资在近年来也较为频繁,如包含丰e足食等多个智能货柜项目都已获得融资。
注:
1、融资时间以媒体披露时间计算,本次统计时间为2022年上半年;
2、数据来源互联网,Foodaily每日食品整理制图,图片及数据引用需写明来源。
3、对于向市场公开金额的融资,计算中用实际数字。对于没有公开的金额融资,部分融资额数据为估算值,计算方法如下:模糊金额处理:数十万=50万;数百万=300万;数千万=3000万;亿元及以上=10000万;千万级=1000万;百万级=100万等。
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