[Market Data] The trading volume of penghua csi media etf has substantially increased, while yonghui superstores is being heavily sold off by speculators and algo investors, surpassing 0.6 billion.
① Among the top ten ETFs with a month-on-month increase in transaction volume compared to yesterday, the Penghua CSI Media ETF (512980) saw a 178% increase, ranking first. ② Yonghui Superstores was sold off by two major market-making positions totaling 0.379 billion, while it was also sold by two Algo positions totaling 0.276 billion.
【Data Observation】Multiple high-priced stocks have been significantly bought by institutions, with retail investors and institutions joining forces to buy yonghui superstores.
①Institutions bought multiple high-priced stocks with a market value of over 100 million yuan, among which leo group co.,ltd. was bought by one institution for 0.227 billion. ②yonghui superstores received buy recommendations from three first-tier institutional investors totaling over 0.6 billion yuan, and received a buy recommendation from one algo institutional investor for 0.159 billion.
The official investigation results of the "bestore co.,ltd. fake sales incident" have been released! Related products have been re-listed.
① According to the official announcement, bestore co.,ltd. did not find cassava components in the lotus root powder and raw materials, and the spicy sour noodles detected sweet potato components; the counterfeit blogger's report is unfounded. At the same time, bestore co.,ltd. has secured evidence and filed a lawsuit, stating that the actions of the informant have severely damaged its reputation and business, and legal responsibility will be pursued. ② Currently, the relevant involved products have been re-listed.
Bestore Co.,Ltd. urgently clarified the "falsification of ingredient list"! Law enforcement agencies have intervened and thoroughly investigated the outsourcing factories behind the scenes.
①Bestore co.,ltd. officially announced that, after preliminary investigation, the relevant products have passed all indicators in multiple batches of inspections conducted by our company and the manufacturer this year. ②Currently, Bestore co.,ltd. is still in the price transformation and adjustment stage, and as time goes by, the pressure faced by the company is increasing.
Yonghui Superstores' performance is under pressure in the first three quarters, planning to adjust and transform more than 40 stores before the Spring Festival. | Interpretations
① Yonghui Superstores achieved operating revenue of 54.549 billion yuan in the first three quarters, a year-on-year decrease of 12.14%; realized a net income attributable to the mother of -77.8657 million yuan, a decrease of 0.13 billion yuan from the same period last year. ② Yonghui Superstores revealed that by the Spring Festival, the number of renovated and relocated stores nationwide will reach approximately 40-50, adding multiple cities such as Shanghai, Lanzhou, Tianjin, Chongqing, Shenyang, and Shenzhen.
The consumer industry has entered the era of consolidation and mergers! After Ye Guofu acquired Yonghui Superstores, Zhang Liaoyuan also made a move.
①Some investors have stated that from 2024 to 2030, China will usher in an era of consolidation and mergers in the consumer industry, with continued room for capitalization. ②The analysis report points out that in 2023, M&A transactions by enterprises were relatively active, with the proportion of M&A transactions in the Chinese consumer industry being the highest in nearly three years.