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.
The general manager of Xiangpiaopiao resigned less than a year after taking office, previously received the transfer of 5% of the shares from the controlling shareholder | Quick read announcement.
①Yang Dongyun resigned, and the position of general manager once again returned to the hands of the actual controller; ②With experience in managing a fast-moving consumer goods giant, Yang Dongyun was once highly anticipated by many parties; ③Received 5% share transfer from the actual controller, bearing the heavy responsibility of leading the company's transformation; ④The performance in the first half of the year was mediocre, and the road to company transformation remains difficult and long.
Dongpeng Beverage: Tianjin base construction + channel expansion, gradually increasing market share in the northern region | Direct hitting earnings conference
1. Dongpeng Beverage's "northward" progress has attracted attention, and the company stated that it is actively promoting the construction of the tianjin production base. 2. The company stated that it will gradually increase its market share in the northern market by continuously improving the distribution system, deepening channel expansion, increasing consumer stickiness, and gradually achieving sales conversion.