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.
The recovery of pork prices has driven a significant increase in the performance of the "Noodle King." Chen Ke Ming Food Manufacturing expects to turn profits in 2024 with net income returning to the positive | Interpretations
① Chen Ke Ming Food Manufacturing expects to achieve a Net income of 0.12 billion yuan to 0.18 billion yuan in 2024, turning losses into profits year-on-year; ② In 2024, the price of live pigs is expected to rebound, and Chen Ke Ming Food Manufacturing is likely to return to profitability. However, due to capacity constraints, the revenue from the live pig Sector may have difficulty keeping pace with the soaring pig prices.
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.
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.
Has the anti-dumping investigation come to a conclusion? The EU announces the final tax rate on imported erythritol from China, with mixed reactions from Baolingbao Biology and Sanyuan Biological | Quick read announcement.
① The EU announced the final ruling results of the anti-dumping investigation into erythritol products originating from China, with Sanyuan Bio and Baolingbao Biology being subjected to different tax rates, leading to mixed feelings. ② Baolingbao Biology stated it will actively expand into the EU market, while Sanyuan Bio indicated it will promote new products in the EU and strengthen development in the domestic market.