The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
The beverage giant Dongpeng Beverage with a market cap of 100 billion is going for an IPO again. Last year, the company's performance grew by more than 60% year-on-year | Read the announcement.
① Dongpeng Beverage plans to issue H Shares and list on the Main Board of the Hong Kong Stock Exchange. ② The revenue proportion of Dongpeng Beverage's "home base" in the Guangdong region for 2024 has decreased compared to the previous year, but it is still the region with the highest revenue share. ③ Dongpeng Beverage hopes to further expand into overseas markets through its listing in Hong Kong, with Southeast Asia being a key focus 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.
Xiangpiaopiao Food is seeking new growth through offline sales of milk tea, and its stock price has already achieved two consecutive increases.| First-line
① Analysts have pointed out that the integration of online and offline Operations, achieving complementary resources and advantages, has become an inevitable trend for the future development of the fast-moving consumer goods Industry in China. ② Considering the significant differences between the business models of "pre-packaged products" and "tea shops", Xiangpiaopiao Food currently has no plans to open a chain of tea shops. ③ The small-pack custom Meco, like fresh fruit tea, has already been launched on the Wancheng Group system.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
The expansion pace of the stores has slowed down. zhejiang yiming food's number of stores decreased by 56 in the first three quarters. | interpretations
1. Zhejiang Yiming Food had 2,002 operating stores in Q3, compared to 2,058 at the beginning of the period, with stores mainly located in the East China region. 2. The number of direct-operated and franchised stores fluctuated. In Q3, the gross margin of direct-operated stores was 54.5%, while the gross margin of franchised stores was 21.14%. 3. The company's revenue increased by 5.39% year-on-year in the first three quarters, and net income increased by 4.13% year-on-year.