China Food

Dongpeng’s revenue in the first half of the year was nearly 4.3 billion yuan. Naixue’s second headquarters was settled in Minhang. Haidilao and Xiabu are expected to lose more than 200 million yuan in the first half of the year. Wufangzhai’s IPO was approved. Ruixing opened 37 new stores last week


Hot company information and announcements

 

Dongpeng beverage earned 11.66% more in the first half of the year

Dongpeng beverage announced today that its revenue in the first half of the year was 4.291 billion yuan, a year-on-year increase of 16.54%; The net profit attributable to the parent company was 755 million yuan, with a year-on-year increase of 11.66%. During the period, the sales revenue of Guangdong region was 1.648 billion yuan, which was basically the same as that of the same period last year; From January to June 2022, the sales revenue of the whole country reached 2.218 billion yuan, with a year-on-year increase of 34.63%, accounting for 51.78% of the revenue, with an increase of 6.91% over the same period last year. As the core product of the company, Dongpeng special drink had a sales revenue of 4.118 billion yuan during the period, with a year-on-year increase of 18.16%, accounting for 96.13%. (company announcement)

Coca Cola responds to the vitality of the forest by pushing Coca Cola into water?


Recently, Yuanqi forest officially announced on its official official account: Shangxin Cola flavored soda bubble water. Both tmall and jd.com have started booking sales, and the price of a single bottle is close to twice the price of traditional cola. Coca Cola responded in the latest advertisement of Sprite by saying that “who else is here besides us? Sprite is sugar free”, implying that Coca Cola has no competition in the sugar free field. At the same time, Coca Cola’s bubble water brand, Yiquan, has also launched a picnic and camping scene through advertising. (blue whale Finance)

Xiabu: Xiabu expects to lose 270 million yuan in the first half of the year


Yesterday, Xiabu Xiabu catering management (China) Holdings Co., Ltd. issued a profit warning. The Group expects the revenue in the first half of the year to be about 2.16 billion yuan, a year-on-year decrease of about 29%. Compared with the net loss of about rmb47 million recorded in the first half of last year, the Group expects to record a net loss of about rmb270 million to rmb290 million in the first half of last year. Today, the company’s share price rose 0.32% to HK $3.17 (company release)


Haidilao issued a profit warning, but the stock price jumped


Yesterday, Haidilao issued a profit warning. Compared with the revenue of about 20.1 billion yuan in the same period of 2021, the group’s revenue in the first half of this year is expected to be no less than 16.7 billion yuan, a decrease of no more than 17%, mainly due to the impact of COVID-19 from March to May of 2022, which caused some restaurants in Chinese Mainland to stop business or suspend restaurant services and reduce the passenger flow, and the number of restaurants due to the “woodpecker program” decreased compared with the same period of 2021. Compared with the net profit of about 96.5 million yuan in the first half of last year, the Group expects a net loss of about 225 million yuan to 297 million yuan in the first half of this year. Boosted by the improvement of business performance,

Wufangzhai IPO officially approved

On August 13, the website of China Securities Regulatory Commission released the reply on Approving the initial public offering of Zhejiang Wufangzhai Industrial Co., Ltd. After obtaining the approval, this “China Time-honored Brand” will be officially listed on the A-share main board someday. Wufangzhai plans to raise 762 million yuan this time, of which 157 million yuan will be used for wufangzhai phase III intelligent food workshop construction project; 361 million yuan was used for the construction project of wufangzhai digital industry smart park. According to the report, wufangzhai 2019, 2020, 2

“COFCO. Yuehuo” high-speed train starts

On August 11, the launching ceremony of “COFCO Yuehuo” high-speed train was held in Dalian north railway station. Qing Lijun, managing director of China food, said that the launch of the “COFCO Yuehuo” high-speed train is an innovative attempt of COFCO Coca Cola and will inject new vitality into the dissemination of the “COFCO Yuehuo” brand. (issued by the company)

Tiansi Group officially announced that Wu Jing became the spokesperson

Today, Tiansi Group officially announced that Wu Jing has become the spokesperson of Red Bull brand, which means “join hands with Red Bull” ® Vitamin flavored beverage collides with the spirit of “real cow” with the attitude of “tough guy”. (issued by the company)



JBS is optimistic about the sales prospect of Chinese beef


JBS, the world’s largest meat enterprise, is optimistic about the beef sales prospects to Asian countries (mainly China), because the per capita beef consumption in this region is still very low. CEO Gilberto tomazoni said during the conference call to discuss the results of the second quarter that JBS has many export platforms and can well meet this demand. JBS said that its net income increased by nearly 8% to R $92.2 billion in the last quarter, while its overall operating profit margin remained in double digits. (Reuters)

Fast reading of food industry information


The expansion of food price increases led to a year-on-year increase of 2.7% in CPI in July


In July, CPI (consumer price index) hit a two-year high. In this regard, Fu Linghui, spokesman of the National Bureau of statistics and director of the Department of comprehensive statistics of the national economy, said today that the increase in consumer prices in July has expanded, which has aroused people’s attention. From the perspective of July, it was mainly affected by the expansion of food price rise. The consumer price rose by 2.7% year-on-year, 0.2 percentage points higher than the previous month. (China Youth Network)


In July, the retail sales of beverage commodities increased by 3% year on year

Fu Linghui, spokesman of the National Bureau of statistics and director of the Department of comprehensive statistics of the national economy, said that in July, due to factors such as the spread of the epidemic in many places and the slowdown of automobile sales, the growth rate of the total retail sales of social enterprises slowed down compared with the previous month. In July, the total retail sales of consumer goods increased by 2.7% year-on-year, down 0.4 percentage points from the previous month. In July, the retail sales of grain, oil, food and beverage commodities increased by 6.2% and 3% year-on-year, which was generally stable. (surging)


More than 500 yuan boxed will be subject to key supervision

The national development and Reform Commission issued a document to implement key supervision on boxed moon cakes with a unit price of more than 500 yuan. The reporter visited the market and found that the boxed moon cakes with more than 500 yuan this year are hard to find. According to the demand, most of them are from 66 yuan / box to 388 yuan / box. However, some merchants on the e-commerce platform still set the price of the moon cake gift box at 499 yuan and 499.99 yuan, only one step away from the regulatory price of 500 yuan. (per pass)


Beijing strengthens epidemic prevention and control of imported cold chain food

Today, Tang Yunhua, deputy director of the Beijing Municipal Bureau of market supervision, introduced that since the beginning of this year, Beijing has implemented strict prevention of the source, strict control of the process and strict control of the risk of imported cold chain food, and continued to strengthen


Dongpeng’s revenue in the first half of the year was nearly 4.3 billion yuan. Naixue’s second headquarters was settled in Minhang. Haidilao and Xiabu are expected to lose more than 200 million yuan in the first half of the year. Wufangzhai’s IPO was approved. Ruixing opened 37 new stores last week


食品行业信息速读

 

食品价格涨幅扩大 带动7月CPI同比上涨2.7%


7月份,CPI(消费者价格指数)创下了两年新高。对此,国家统计局新闻发言人、国民经济综合统计司司长付凌晖今天表示,7月份居民消费价格涨幅有所扩大,引起大家关注。从7月份来看,主要是受食品价格涨幅扩大影响,居民消费价格同比上涨2.7%,涨幅比上月扩大0.2个百分点。(中国青年网)


7月饮料类商品零售额同比增长3%


国家统计局新闻发言人、国民经济综合统计司司长付凌晖表示,7月份,受多地疫情散发、汽车销售有所放缓等因素影响,社零总额增速比上月有所放缓。7月份,社会消费品零售总额同比增长2.7%,增速比上月回落0.4个百分点。7月份,粮油食品类、饮料类商品零售额同比增长6.2%和3%,总体稳定。(澎湃)

超500元盒装将被重点监管


国家发改委发文,对单价超过500元的盒装月饼实行重点监管。记者走访市场调查,发现今年500元以上的盒装月饼已难寻踪迹,根据需求不同,大多为66元/盒到388元/盒。不过电商平台上仍有部分商家将月饼礼盒的价格定在499元、499.99元,距离500元的监管价格仅一步之遥。(每经)

北京市加强进口冷链食品疫情防控

今天,北京市市市场监管局副局长唐云华介绍,今年以来,北京市对进口冷链食品实行源头严防、过程严管、风险严控,持续强化“外防输入、内防反弹”和“人物同防”,通过建立“北京冷链”智慧监管平台,构建起进口冷链食品查验、检测消杀、赋码销售的全流程防疫机制。特别是6月8日全市进口冷链食品首站中转查验库启用以来,累计消杀检测2400余车次、1.8万批次、2.3万吨进口冷链食品,满足了首都市场对进口冷链食品的安全消费需求。(北京日报客户端)

经济转冷,CEO们开始对员工强硬

疫情期间的大部分时间里,企业高管都在耐心地回答员工会议上的提问,向员工发送安抚信,试图营造一种更加温和的形象,而随着经济恶化迹象逐渐显现,他们的语气也发生了改变。领导者传递信息上的变化反映出,企业高管对于经济前景变得愈加焦虑。世界大型企业联合会(Conference Board) 6月发布的一项调查显示,大部分受访CEO认为,经济即将陷入衰退或是已处于衰退状态。公司高管、董事会成员和企业顾问指出,当企业领导者担心经济衰退时,他们的言行会发生变化。(华尔街日报)


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