On October 24th, New Consumer Daily reported that the main content of today's New Consumer Daily includes: Coodie Coffee aims to have 20000 stores by 2025; In 2023, China's express delivery business volume reached 100 billion pieces 39 days ahead of last year; The exhibition area and leading enterprises participating in the 6th China International Import and Export Fair have reached new highs.
Industry Highlights
JD Double Eleven: The number of users who place orders and the volume of orders sold within 10 minutes of spot sales have both increased by more than four times year-on-year
The reporter learned that at 8 pm on October 23rd, the number of users who placed orders and the number of orders traded within 10 minutes of the opening of JD 11.11 increased by more than four times year-on-year. It is reported that the number of merchants participating in JD 11.11 this year has increased by more than 1.5 times compared to the same period last year. JD International's transaction volume of over 280 cross-border import categories increased by over 100% year-on-year.
The transaction volume of iPhone, Xiaomi, Honor, Huawei, OPPO, OnePlus, and vivo phones exceeded 100 million in one second. The transaction volume of 2K+screen game laptops, desktops, and assembled computers increased by over 200% year-on-year. At the same time, the trend category of 3C Digital has also seen growth, with the transaction volume of keyboards, mice, and learning machines increasing by more than three times year-on-year; The transaction volume of open headphones, 4K projection, and track sockets all increased by over 200% year-on-year; The transaction volume of high-power mobile power sources increased by over 150% year-on-year. The sales of mobile phones contracted by operators have increased by four times year-on-year, and the transaction volume of books has increased by 110% year-on-year.
Within 10 minutes, the transaction value of over 100 home appliance and home furnishing brands has increased by more than 10 times year-on-year. The turnover of beauty products increased by 11 times on a year-on-year basis, of which, the turnover of lotion face cream increased by more than 20 times, the turnover of facial essence increased by more than 23 times, the turnover of toner/toner increased by more than 10 times, the turnover of facial cleanser increased by more than 11 times, and the turnover of facial mask increased by 13 times. The transaction volume of brands such as SK-II, Olay, Sitafu, and Lifuquan increased by over 17 times year-on-year.
In the outdoor equipment category, the turnover in the first minute of the brands of Hilton, Decathlon, Merida and Trek exceeded that of the whole day last year; In the first 10 minutes, the turnover of outdoor camping and cycling sports categories increased by more than 10 times year-on-year, and the growth of skiing sports categories exceeded 20 times; Healthy belly wheels increased by 180%, while treadmills and dynamic bicycles increased by 100%.
Pearson's net profit in the third quarter increased by 24.24% year-on-year
Pereira announced its third quarter report, with a revenue of 1.622 billion yuan, a year-on-year increase of 21.36%, and a net profit of 246 million yuan, a year-on-year increase of 24.24%.
Taoli Bread's net profit in the third quarter increased by 26.81% year-on-year
Taoli Bread disclosed its third quarter report, stating that the company achieved a revenue of 5.066 billion yuan in the first three quarters, a year-on-year increase of 0.77%; The net profit attributable to the parent company was 459 million yuan, a year-on-year decrease of 6.24%. Among them, the net profit in the third quarter was 168 million yuan, a year-on-year increase of 26.81%.
Petit's Q3 net profit decreased by 79.93% year-on-year to 13.538 million yuan
Petit Holdings announced its third quarter report, with a revenue of 424 million yuan, a year-on-year decrease of 16.66%, and a net profit of 13.5377 million yuan, a year-on-year decrease of 79.93%.
Lowering prices for the entire range of iPhone15
The reporter observed that the prices of the entire series of iPhone 15 on e-commerce platforms have experienced a decline, with channel subsidies resulting in a drop of nearly a thousand yuan in the actual price. Taking the iPhone 15 Plus as an example, in the official flagship store of China Mobile, combined with subsidies and coupons, the price has been directly reduced by 600 yuan; The iPhone 15 Pro Max is officially priced at 9999 yuan by Apple, and after receiving a 10 billion yuan subsidy on Taobao platform, it is priced at 9098 yuan.
Price reductions and subsidies are mostly concentrated on fixed specification models, such as the Plus version and the blue titanium metal Pro and Pro Max versions, while some colors and storage specifications are still out of stock.
Huabei Launches Double Eleven "Pay This Year and Pay Next Year" Service
Recently, the Alipay Huabei page launched the Double Eleven "Red Envelope Win" mini game. On the reward page, users can choose to postpone the Taobao Tmall transactions from October 31 to November 11, 2023 to January 2024 for bill repayment without any additional fees. It is revealed that the Taobao Tmall Double Eleven Promotion will start pre-sales at 8pm on October 24th and pay the final payment from 8pm on October 31st.
Honor responds to phone suspicion of spontaneous combustion in the early morning
Ms. Yang, a consumer, reported that at 5:00 a.m. on September 20 this year, her HONOR 60 mobile phone suddenly burst into smoke and spontaneously ignited, causing accidental foot burns during the rescue. Fortunately, the rescue was timely and did not cause greater losses. Honor official customer service stated that the device was caused by external damage to the battery, resulting in thermal runaway of the battery and not a product quality issue.
Haidilao responded that the waiter needs to have a master's degree: personnel writing error
On October 23rd, Haidilao publicly released a recruitment notice, which stated that it is recruiting a vegetable delivery worker with a monthly salary of 10000 to 15000 yuan, who is required to be under the age of 22-28 years old and has a national full-time 985 undergraduate degree or 211 master's degree or above. The QS ranking for foreign undergraduate degrees is in the top 200, or the QS ranking for master's degrees is in the top 500. In response, insiders at Haidilao have stated that Haidilao is indeed recruiting, but there was a typo in the personnel department, stating that the position is for a management trainee rather than a waiter.
Adopting a cow leads the drafting of 'A2' β- The group label of casein milk has passed technical review
On October 22nd, following the adoption of a cow at the Shandong manufacturing base, the Hebei manufacturing base adjacent to Kanghong Ranch was also completed and put into operation. At the same time, adopting a cow led the drafting of the "A2 β- The group standard for casein milk has passed technical review. It is reported that this brand new "milk factory" adopts a cow and the Hebei manufacturing base covers an area of 112 acres, with a total investment of 630 million yuan. There are four production lines in the first phase, with a daily processing capacity of 420 tons of fresh milk. In the future, when it reaches full capacity, it can produce 150000 tons of liquid milk annually, providing over 400 job opportunities.
The exhibition area and leading enterprises participating in the 6th China International Import and Export Fair have reached new highs
The press conference of the Ministry of Commerce revealed that the 6th China International Import Expo will be held from November 5th to 10th, with an exhibition area of approximately 367000 square meters and 289 world top 500 and industry leading enterprises participating, all of which are the highest in history.
Nike responds to online rumors that "Greater China will implement a four-day working day system"
On October 23rd, in response to previous online rumors that "Nike Greater China will implement a four-day work week", Nike responded that there was a misunderstanding. Nike office employees have always implemented a 5-day work week, and the new hybrid work mode means that office employees need to work in the office from Monday to Thursday, and can choose to work from home on Fridays.
Kudi Coffee aims to have 20000 stores by 2025
Recently, Qian Zhiya, chairman and CEO of Cuddy Coffee, released an internal letter saying that there were 6061 stores on the first anniversary of its opening, covering 324 cities above prefecture level and counties directly under the jurisdiction of the country, covering all provinces in Chinese Mainland. Qian Zhiya proposed to have 20000 global stores by 2025, ranking among the top three in terms of store size worldwide.
Meituan and online hotel reservation platform Agoda have reached cooperation on outbound travel
Recently, Meituan and Agoda announced a deep cooperation agreement. Agoda, headquartered in Singapore, currently has over 3.9 million accommodation merchants worldwide. Through this cooperation, Agoda will provide Meituan with rich and high-quality overseas hotel resources, as well as competitive prices in the market, providing more choices for Chinese outbound travel users.
The Xiaomi 14 series will be released this month
Recently, "MIUI" microblog and WeChat official account have been officially renamed as "Xiaomi Pengpai OS". Lei Jun previously stated that the official version of Xiaomi's new operating system "Xiaomi HyperOS" has been packaged and will gradually replace MIUI. As the first mobile phone equipped with a new system, the Xiaomi 14 series has been delivered to the factory for production and will be released this month.
Fresh news on cross-border sea trips
Jasmine yogurt will enter the Hong Kong market in China
Recently, the current yogurt brand Jasmine Yogurt announced its entry into the Hong Kong market in China, with its first store landing at K11 MUSEA. It is currently under siege and is expected to open in November this year. Previously, Gu Hao, co-founder of Jasmine Yogurt, stated that the number of stores by the end of the year may reach 1300 to 1600.
Huakai Yibai achieved a revenue of 4.75 billion yuan and a net profit of 299 million yuan in the first three quarters of 2023
Recently, Huakai Yibai released a report for the third quarter of 2023, stating that the company's operating revenue for the first three quarters was 4.75 billion yuan, a year-on-year increase of 55.29%; The net profit attributable to shareholders of the listed company was 299 million yuan, a year-on-year increase of 109.02%; The net profit attributable to shareholders of the listed company after deducting non recurring gains and losses was 282 million yuan, a year-on-year increase of 111.43%; The basic earnings per share is 1.0604 yuan.
According to the report analysis, the overall performance of the company has significantly increased, thanks to the effective implementation of a comprehensive development strategic layout and refined operation strategy during the reporting period. The company's main business continues to develop in multiple categories, platforms, and countries, while seizing opportunities in emerging consumer markets and relying on digital intelligent systems and refined supply chain management capabilities to efficiently expand global cross-border business.
It is reported that during the reporting period, the wholly-owned subsidiary Yibai Network achieved a revenue of 4723329184.86 yuan, a total profit of 408974290.35 yuan, and a net profit of 351268300.29 yuan. Among them, Yibai Network's operating revenue in the third quarter was 1742032578.20 yuan, with a total profit of 126310912.89 yuan and a net profit of 107805647.92 yuan (after deducting excess performance rewards).
Investment and Financing News
Guoquan Shihui will be listed on the Hong Kong Stock Exchange on November 2nd
Recently, Guoquan Food (Shanghai) Co., Ltd. updated its prospectus on the Hong Kong Stock Exchange. It will launch an IPO from October 20th to October 26th, with a proposed net fundraising of HKD 357 million (approximately RMB 334 million). It is expected to be officially listed on the main board of the Hong Kong Stock Exchange on November 2nd. According to the news from Guoquan, the company has sold 68.8028 million shares globally at a price of HKD 5.98 per share, with Hong Kong offering accounting for 10% and international offering accounting for 90%.
Industry Opinion Express
In 2023, China's express delivery business volume reached 100 billion units 39 days ahead of last year
At 7:39 am on October 23rd, real-time monitoring data from the express big data platform of the National Postal Administration showed that the 100th billion express in China was generated in 2023, 39 days earlier than the 100th billion in 2022. Since the beginning of this year, China's postal and express delivery industry has continued to develop rapidly. Since March, the monthly express delivery volume has exceeded 10 billion pieces, and the average monthly business revenue has exceeded 90 billion yuan, setting a new historical high.