▍Asia’s largest baking studio closed down.
Interface news reported that the BEEPLUS LIFESTYLE Super Baking Workshop, the largest baking workshop in Asia and the largest bakery in Shenzhen, was closed in early December.
BEEPLUS LIFESTYLE was once regarded as an industry star comparable to Starbucks’ selected baking studio.
The baking workshop started business in January 2019. After half a year’s operation, the data showed that the single-day passenger flow of its store exceeded 20,000, and the unit price of a single customer was as high as 13,000 yuan. On average, more than 300 people registered as members every day.
▍Starbucks expects to open 600 new stores in China next year.
According to Zhitong Financial News, Starbucks said that it opened a record 259 stores in China in the fourth quarter, and it is expected to open 600 new stores in China in 2021. By the end of fiscal year 2022, the company will have 6,000 stores in China.
Starbucks said that the company currently operates in 83 markets, including one-third of international stores. By increasing partners, we can see new opportunities to release international business growth.
▍Every day, Youxian gets an investment of 2 billion yuan
Deep new consumption has learned that the community fresh retail platform has received a strategic investment of 2 billion yuan every day. This round of investment is led by a joint investment entity composed of Qingdao Guoxin, Sunshine Venture Capital and Qingdao Municipal Government Guidance Fund.
It is reported that this is by far the largest strategic investment of fresh e-commerce in the local area.
Daily Youxian was established in 2014 and developed into the head camp in the field of fresh e-commerce through the pre-warehouse model. According to its CFO Wang Jun, the company has achieved full profit by the end of 2019.
Since 2020, Youxian has received three funds every day, with a valuation of 20 billion yuan.
▍Blind box first stock market value exceeds 100 billion
POP MART, the first share of Blind Box, was listed on the main board of the Stock Exchange, rising 100% to HK$ 77.1, with a total market value of HK$ 106.5 billion.
According to the prospectus, in the first half of 2020, POP MART’s total revenue was 818 million yuan, up 50.5% from 543.4 million yuan in the same period of last year, and its net profit was 141 million yuan, up 24.7% from 113 million yuan in the same period of 2019.
As of June 30, 2020, POP MART has 3.6 million registered members.
▍JD.COM reportedly bought FANCL for $1 billion.
According to Reuters news, JD.COM wants to bid for FANCL’s Asian business except Japanese for $1 billion, and Alibaba and Tencent have also shown interest in the brand.
About 80% of FANCL’s revenue in Asia comes from China.
Although the domestic no-additive market is not very mature, the sales data of FANCL in Shanghai show that the sales volume of its cleansing products has always been in the top three of beauty brands, and the skin care products have also remained in the top fifteen, which has a high product awareness and consumer recognition among all beauty brands without additive claims.
In addition, according to the report of Japan Times in early November, Gaochun Capital and Fosun Group in China are also studying FANCL, among which Gaochun Capital is considering a joint offer with Perfect Diary’s parent company, Yixian E-commerce.
▍The research of oral personal care brand Qing won millions of seed rounds of financing.
36Kr reported that the research of oral health care brand Qingzhi announced that it had won millions of seed rounds of financing, with Qingsong Fund as the investor and Mushi Capital as the exclusive financial advisor.
Founded in May 2020, Qingzhi Scientific Research has launched 12 SKUs, including bubble mouthwash, portable mouthwash and portable fresh spray. Among them, bubble mouthwash pill is an explosive product created by the brand.
▍Domestic maternal and child care brand Daikesi completed tens of millions of yuan in financing.
CBO News reported that domestic maternal and child care brand Dykesi Dexter has completed tens of millions of B-round financing, and this round of financing is for Xiangfeng to invest in China Fund.
According to the data, this is the third tens of millions of financing for Dykes this year. The first two times were Challenger Capital and Lafang Jahwa (603630, stock bar) in tens of millions of A+ round financing, Lafang Jahwa and Wuxi High-tech Zone Seed Fund in tens of millions of RMB A round financing.
Dykes brand was formally founded in June 2017. It is positioned as a natural, safe and effective care brand for China families. It is the first domestic brand to cut into the baby care market with "eczema care".
Since the company was founded in 2017 and officially launched in 2018, Dykos has achieved 5-10 times growth for three consecutive years.
▍Yuxi was exposed and withdrawn from the line.
Earlier, it was reported that Yuxi’s contract with dealers all over the country will not be renewed after it expires on December 31, 2020.
On December 10th, Yuxi Online Conference Officer announced the withdrawal of the cabinet, and will officially withdraw from the offline market in China on January 1st, 2021, and promised to give employees of direct marketing and third parties the opportunity of job transfer and interview and corresponding subsidies within the legal scope as soon as the end of December.
Yuxi is a domestic beauty brand established in 1992 and acquired by L ‘Oreal in 2004. It is the only local cosmetics brand in the high-end department of L ‘Oré al Group, and it is also one of the few high-end brands in L ‘Oré al Group that adopts the distributor system.
▍Uniqlo announced the closure of Asia’s largest flagship store
Yiou. com reported that Uniqlo, a fast-moving Japanese giant, announced that it would close its Myeongdong store in Seoul, South Korea on January 31, 2021. In addition to Myeongdong Store, Uniqlo also plans to close eight stores including Lotte Store in Central Seoul this month.
Uniqlo settled in Myeong-dong, Seoul in November 2011, making it the second largest store in the world after new york.
On the opening day, sales once reached 2 billion won (about 12.05 million yuan), setting a record for the daily sales of a single clothing store in Korea.
Affected by the epidemic and the Korean people’s boycott of Japanese goods, Uniqlo’s revenue in the Korean market dropped by more than 50% year-on-year. So far, Uniqlo has closed 26 stores.
▍Well-known fashion brand I.T officially announced "privatization"
On December 6th, HKEx announced that I.T Ltd．, a well-known clothing brand, had agreed with Brooklyn Investment Ltd． on a privatization plan.
According to the plan, I.T Ltd was offered for privatization by the founder and CVC consortium, and the non-founder shares held by other shareholders will be cancelled at HK$ 3 per share, which requires a total of about HK$ 1.31 billion in cash.
I.T. said in the announcement that due to the severe market environment, the digital transformation of the retail industry, the outbreak of COVID-19 epidemic and the shrinking global tourism market, the company had to adjust its strategy.
▍Suning Holdings pledged its equity to Taobao, saying it was a normal business cooperation.
On December 10th, Suning Holdings pledged the company’s equity to Taobao, with a total of 100,000 pledged shares, amounting to 1 billion yuan.
Suning Holding Group holds 371 million shares of Suning.cn (002024, Share Bar), with a shareholding ratio of 3.98%. Suning Real Estate is a real estate development enterprise under Suning Appliance. Qixinbao shows that Zhang Jindong is the major shareholder of Suning Real Estate, holding 81.25% of the shares.
Regarding the equity pledge, Suning responded to the reporter of national business daily (blog, Weibo), saying that the equity pledge is a normal business cooperation and has no substantial impact on the strategic development and normal operation of Suning.cn.
▍Gree launched the first 5G mobile phone: 146 units were sold in two days.
On December 7th, Gree’s first 5G mobile phone was quietly put on the shelves of Gree Mall and "Gree Dong Mingzhu Store" applet, with the price starting from 2699 yuan.
It is reported that Gree 5G mobile phone is not named after Gree mobile phone, but adopts the title of "Dasong 5G mobile phone". Up to now, the cumulative sales volume of four models of Gree Dasong 5G mobile phone in Gree Mall is 75, and the cumulative sales volume of "Gree Dong Mingzhu Store" applet is 71, with a total sales volume of 146.
▍Huawei Xiaomi entered Chengdu Vientiane City on the same day.
On December 6th, Huawei Chengdu flagship store and Xiaomi Home Chengdu flagship store opened in Vientiane City, chenghua district, Chengdu on the same day.
This is Huawei’s first flagship store in Southwest China and the third flagship store opened this year. In terms of product display, Huawei’s Chengdu flagship store follows five life scenes: smart office, smart home, sports health, smart travel and audio-visual entertainment.
As far as Xiaomi is concerned, the flagship store of Xiaomi Home in Chengdu is the 1000th store of Xiaomi, but it is also the first flagship store of Xiaomi Home in Southwest China. In 2017, Lei Jun said that he planned to open 1,000 millet homes in the next three years, and now this goal has been completed.
According to IDC data, in Q3 of 2020, the global shipments of Huawei Xiaomi smartphones ranked second and third respectively.
▍In 2020, the amount of air conditioning will double down.
According to the data of Aowei Cloud, it is estimated that the retail volume of air conditioners in China will be 51.2 million units in 2020, down 15.1% year-on-year, and the retail sales will be 154.3 billion yuan, down 22.0% year-on-year.
The offline market is particularly serious, with a retail volume of 24.61 million units, down 28.4% year-on-year. This year’s online market has also seen a decline in volume, with a retail volume of 26.59 million units, a year-on-year increase of 2.6%.
Aoweiyun. com predicts that in 2021, the retail volume of air-conditioning market in China will be 59.24 million units, up 15.7% year-on-year, and the retail sales will be 195.3 billion yuan, up 26.5% year-on-year.
▍It will take 988 years for Xiao Huang to refund the deposit.
According to China Consumer News, in 2020, Xiao Sun and Xiao Xiao, students of Tsinghua University Law School, successively applied to the court to confirm that the arbitration agreement of Xiao Huangche was invalid, which was rejected on July 23rd and December 8th respectively.
On October 10th, I applied for the refund of the deposit for the small yellow car. By December 10th, there were 2,828 fewer people waiting in line, with an average of about 46 less people every day.
At this rate, it will take 360,772 days to digest the existing queue, which is about 988 years.
▍Homestay unicorn Airbnb listed
Airbnb, the global B&B short rent apartment booking platform, is officially listed and traded on NASDAQ.
The issue price of the stock is $68. Based on this calculation, Airbnb’s valuation will reach $47 billion (about RMB 300 billion), which is expected to become the largest IPO in the US market in 2020.
According to the prospectus, Airbnb’s revenue in the third quarter was $1.34 billion. Although it decreased by nearly 19% compared with $1.65 billion in the same period last year, its net profit reached $219 million, turning losses into profits.
Up to now, Airbnb has more than 4 million landlords and receives more than 800 million users from all over the world.
▍Nestle Asia’s first plant-based production line was put into production.
According to titanium media reports, Nestle announced that its first plant-based production line in Asia was officially completed and put into production and operation in Tianjin, and it will also launch the artificial meat brand Jiazhiyao for the first time in China market. The first batch of products include six models, including vegetarian spicy incense pot, vegetarian braised lion head and vegetarian braised pork. The price of each box is from 29 yuan to 39 yuan, and it will be sold in Tmall’s official flagship store and some box horse stores from late December.
It is understood that Nestle increased its capital by 730 million yuan in May this year to build four projects including plant-based product production lines in Tianjin. Among them, the newly added plant-based product production line project includes the construction of a plant-based product production line, as well as supporting raw material turnover warehouses and frozen turnover warehouses. The design capacity of the production line is 8,000 tons per year, which is also Nestle’s first artificial meat factory in Asia.
▍Tencent swept the top three in Chinese mainland’s game revenue list in November
According to App Annie’s data, in November, Tencent swept the top three in the revenue list of popular games in Chinese mainland. One month after its launch, the revenue of Tianya Mingyue Knife blessed by Gulong IP surpassed Peace Elite for the first time, ranking second in the revenue list.
Netease’s "A Chinese Odyssey" has returned to the top ten in the revenue list, along with the company’s game "Fantasy Westward Journey".
Compared with last month, the global game revenue list has not changed significantly. Genshin Impact, who just won the Best Game of the Year in the App Store and Google Play, ranks first in the revenue list.
This article first appeared on WeChat WeChat official account: New Business Requirements. The content of the article belongs to the author’s personal opinion and does not represent Hexun.com’s position. Investors should operate accordingly, at their own risk.
(Editor: Wang Zhiqiang HF013)
