Haoxiangni faces a difficult profitability dilemma, expecting net income to be in the red for three consecutive years | Interpretations
① Haoxiangni expects a net income loss of between 52 million yuan and 75 million yuan last year, marking the third consecutive year of losses; ② Based on the third-quarter report, the revenue growth of Haoxiangni is accompanied by high sales expenses. ③ With the support of concepts such as 'WeChat Small Shop', Haoxiangni has recently been favored in the secondary market, but the company indicates that the income from this channel is relatively low.
It is estimated that in 2024, after deducting non-recurring items, the loss will be reduced by more than 30%. Special Treat Bubugao plans to complete the supermarket store adjustments before August this year | Interpretations
① Special Treat Bubugao expects to achieve a net income of 0.86 billion to 1.26 billion yuan in 2024, turning losses into profits year-on-year; after deducting non-recurring items, the net income is expected to be -0.76 billion to -1.12 billion yuan, which is a reduction in loss of 31.35% to 53.42% year-on-year. ② Special Treat Bubugao plans to complete the adjustment of supermarket stores by August this year and aims to launch its own brand commodity in Q1.
Revenue has "returned to the 10 billion" target achieved. Three Squirrels Inc. expects a net profit increase of over 80% year-on-year last year | Interpretations.
① Three Squirrels Inc. expects to achieve revenue of 10.2 billion to 10.8 billion yuan in 2024, a year-on-year growth of 43.37% to 51.8%; it is expected to achieve net income of 0.4 billion to 0.42 billion yuan, a year-on-year increase of 81.99% to 91.09%; ② Following categories and channels, Three Squirrels Inc. has started to focus on building sub-brands.
Is the sales momentum of Douyin effective? Three Squirrels Inc. is expected to break 10 billion in revenue in 2024.
Channel transformation.
Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations
① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.
Dongpeng Beverage is expected to earn over 3 billion yuan last year. Is the "dependency on flagship products" alleviated? | Interpretations
① Dongpeng Beverage expects its net income in 2024 to increase by at least over 50% year-on-year, reaching 3.15 billion yuan, which will be a new high since its listing in 2021. ② According to a reporter from the Financial Association, the revenue share of the company's core L product "Dongpeng Special Drink" fell below 90% for the first time in Q1 2024.