Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Baozun-W (09991.HK) received a shareholding of 0.3669 million shares from Schroders PLC.
On November 28, Glonghui reported that according to the latest equity disclosure information from the Hong Kong Stock Exchange, on November 22, 2024, baozun-W (09991.HK) was increased in shareholding by Schroders PLC, acquiring 0.3669 million shares at an average price of HKD 7.0478 per share, involving approximately HKD 2.5857 million. After the increase, the latest number of shares held by Schroders PLC is 10,043,715 shares, with the shareholding ratio rising from 5.82% to 6.04%.
Baozun Inc. Adjusts Share Capital Structure
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On November 26, baozun spent 0.1265 million USD to repurchase 0.147 million shares.
On November 27, Gelonghui reported that baozun e-commerce (09991.HK) announced that on November 26, 2024, it spent 0.1265 million USD to repurchase 0.147 million shares, with a repurchase price of 0.85-0.87 USD per share.
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