China Food

Xiangpiao lost 129 million yuan in the first half of the year. Zhong Xue promoted coffee flash, and Maotai ice cream was added to cover 10 provinces. Tims coffee announced the sales performance of Tiktok, and the drought in France affected the milk price

Hot company information and announcements

 

茅台冰淇淋新增覆盖10省份

At 9:00 today, consumers in 10 provinces including Yunnan, Guangxi, Anhui, Jiangxi, Gansu, Ningxia, Tianjin, Hebei, Inner Mongolia and Shanxi can buy Maotai ice cream on the “I Maotai” app. So far, Maotai ice cream will cover 19 provinces in China. (Shanghai Stock Exchange China Securities Network)

健合旗下宠物食品推出新品

Recently, solid gold, an imported pet nutrition brand of Jianhe group, held five offline new product conferences in many places across the country, and released two new offline special products, namely, new fresh meat chicken and new daily nutrition dog food, to further enrich the offline channel product portfolio matrix and help more pet stores improve product competitiveness. (issued by the company)

Tims中国抖音销售额超2000万元

Today, TIMS China announced the results of the recent summer marketing campaign on Tiktok. According to the company, the sales volume on the Tiktok platform exceeded 20 million yuan within 30 days, and the theme page and search tag recorded nearly 400 million online visits. Lu Yongchen, CEO of tims China, said he was satisfied with the results of the publicity activities with Tiktok. (issued by the company)

钟薛高推出咖啡快闪

From August 12 to August 25, Zhong Xuegao started to launch coffee flash. However, Zhong Xuegao did not open his own coffee shop, but cooperated with other coffee brands to create a new species of “ice cream + coffee” with nearly 600 coffee shops across the country. A reporter from China business news came to one of the cooperative coffee shops and found that there are basically regular coffee products in the shop, but there will be a Zhong Xuegao cooperative coffee. The basic production method is to use Zhong Xuegao to make ice cream base, then add chocolate, and finally let customers add coffee by themselves. The price of each product is 45 yuan. (yicai.com)

喜茶推出额外“学生权益”

Yesterday, Xi tea announced the official launch of the “Xi tea student VIP card”. On the basis of the five levels of the existing membership system, Xi tea has launched an additional “student rights” for college students. After completing the student identity authentication, you can unlock the student rights and interests, including the first authentication gift of “9 yuan to drink Xi tea”, 88% discount on the whole order in leisure time, and the purchase right of the student’s exclusive paid voucher package. (popular network)

香飘飘上半年亏损1.29亿元

Yesterday, Xiangpiao announced that the first half revenue was 859 million yuan, a year-on-year decrease of 21.05%; The net profit loss attributable to the parent company was 129 million yuan, and the loss in the same period of the previous year was 62.2564 million yuan, which was mainly due to the increase in sales due to the impact of COVID-19 in the previous period. (company announcement)

谭仔国际上季少赚44%

Tanzi international, a catering company listed in Hong Kong, announced yesterday that the major shareholder of the company, donglido Japan, which holds 74.6% of the company’s equity, disclosed the quarterly results from March to June. During the period, overseas business income increased by 35% to 12.7 billion yen, and business profit decreased by 22% to 405 million yen. As for Tam Tsai, the revenue for the period increased by 4.8% year-on-year to HK $595 million; After tax profit decreased by 44% year-on-year to HK $35 million, and 12 and 4 restaurants were opened in Hong Kong and the mainland respectively

The reporter noted that since 2022, nearly 20 enterprises have successively entered the secondary market or obtained large amount of financing, including many suppliers of online famous brands such as Yuanqi forest, Ruixing and Xicha. As for the popularity of the consumer goods supply chain enterprises in the primary and secondary markets, the reporters have learned from their visits that their current activity is mainly due to two major factors: the market enters the stock competition, and it becomes more difficult to open source. Enterprises pay more attention to optimizing the cost structure and efficiency, and the scale of discourse gradually inclines to the supply side; At the same time, the capitalization of the upstream of the consumer goods industry chain is relatively low, and it is in a valuation depression, which is more cost-effective. Therefore, it has attracted the favor and layout of capital. (per network)

中炬高新控股股东需清偿债务5.41亿元

According to comprehensive French media reports, affected by the drought weather, the amount of pasture grass in France in July this year decreased by 20% compared with last year, and the feed price increased by more than 25%, which had a great impact on the enthusiasm of the aquaculture industry. The price of milk and yogurt increased by nearly 5% year on year, the price of cheese increased by more than 5%, and the price of butter was nearly 10%. According to the French Federation of milk producers, the current purchase price of dairy producers from dairy farmers is about 0.43 euros per liter, and that of resellers is more than 0.78 euros per liter. They are negotiating with major supermarkets to push the price to 1 euro in September. (legal lead)

良品铺子首季度新开门店142家

According to yesterday’s news from Kyodo news agency, a survey report compiled by environmental protection organizations shows that it is estimated that the number of disposable plastic cups and paper cups used by the nine major coffee chain companies in Japan will reach 369.5 million in 2020, which is equivalent to more than 1 million per day. Starbucks is the most used, with an estimated 231.7 million, which is even higher than the total of the other eight enterprises, of which about 142.1 million are plastic cups. (Interface)

百事等在华发起“减碳友好行动”

海底捞连续四年上榜德勤项目榜单

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Xiangpiao lost 129 million yuan in the first half of the year. Zhong Xue promoted coffee flash, and Maotai ice cream was added to cover 10 provinces. Tims coffee announced the sales performance of Tiktok, and the drought in France affected the milk price

可口可乐装瓶商撤出俄罗斯损失1.9亿欧元

可口可乐装瓶商HBC周四表示,在撤出俄罗斯后,其上半年遭受了1.9 亿欧元的一次性损失。但是,这家装瓶商预计年度可比营业利润在 7.4 亿至 8.2 亿欧元之间,高于市场预期。可口可乐公司现持有HBC 20%以上的股份。(路透)

食品行业信息速读

 


 

厦门核查处置含钙苏打饼干、雪糕等7批次不合格食品

昨天,福建省厦门市思明区市场监管局通报含钙苏打饼干、白桃茉莉口味雪糕等7批次不合格食品(含餐饮具)核查处置情况。厦门润瑞商业有限公司等4家食品经营单位被责令立即停止销售、使用和召回不合格批次产品,南京九毛九餐饮管理有限公司厦门中华城分店被责令改正并警告。(台海网)

供应链已成消费投资新C位?

记者注意到2022年以来,已有近20家企业先后冲刺二级市场或斩获大额融资,其中不乏元气森林、瑞幸、喜茶等网红品牌供应商。对于消费品供应链企业在一、二级市场走红,每经记者在走访中了解到,其如今的活跃主要源于两大因素——市场进入存量竞争,开源变得更加困难,企业更加重视优化成本结构与效率,话语权的天秤逐渐向供给端倾斜;同时,消费品产业链上游资本化较低程度,处于估值洼地,更具投资性价比,因此引得资本青睐和布局。(每经网)

法国干旱影响乳制品价格

综合法媒报道,受干旱天气影响,今年7月法国牧场草量较去年减少两成,饲料价格涨幅超过25%,对养殖业积极性造成巨大冲击。牛奶和酸奶价格同比上涨近5%,奶酪价格涨幅超过5%,黄油更是接近10%。法国牛奶生产商联合会表示,目前奶制品生产商从奶农处收购价格约为每升0.43欧元,转售商超为每升0.78欧元。他们正在与各大商超谈判,推动9月价格升至1欧。(法领)

日本九大咖啡店日均一次性用杯超百万

据共同社昨天消息,有环保组织日前汇总的调查报告显示,据估算2020年日本九大咖啡连锁公司使用的一次性塑料杯和纸杯达到3.695亿个,相当于每天超过100万个。使用量最多的是星巴克,估计约达2.317亿个,使用量甚至高于其他八家企业的总和,其中约1.421亿个为塑料杯。(界面)

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