Consumption reference 丨 Yao Zhenhua may lose its control, and the high -tech stock price of Zhongju has risen

Author:21st Century Economic report Time:2022.07.20

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

Whose Mid -torch High -tech? This is a problem.

On July 19, the Zhongju High -tech issued three announcements, the most noticeable of which was the increase or decrease of the shareholders between the second shareholders of the company and the major shareholders.

According to the unanimous actor of shareholders holding more than 5%of the shareholders, the increasing holdings of the shareholders of the shares increased, the total ratio of Dinghui Huanying and its consistent actors Torch Group, Guotai Junan QFII-CC increased from 11.22%to 12.31%.

According to the announcement of the controlling shareholder's reduction of holdings, before the changes in the rights and interests of Zhongshan, it accounted for 19.44%of its total share capital. After the change, Zhongshan Runtian held a total of 17.84%of the Zhongju High -tech total share capital, and the passive reduction ratio of the controlling shareholders reached 1%.

At present, the shareholding ratio of the two parties is only 5.53%, although the reduction announcement pointed out that the changes in the rights and interests of the Zhongju High -tech controlling and actual controller have changed.

However, according to the First Financial, Zhongju Haoxin said that the current shareholder of Nakayama Runtian has dropped to 17%. Due to the pledge of stocks, it may still be passively reduced. Essence

The original shareholder of Zhongzhu High -tech was the State -owned Assets Supervision and Administration Commission of Zhongshan Torch District. In 2015, Baoneng increased its holdings through its Qianhai Life, and became the company's largest shareholder. In 2019, the actual controller was changed to Yao Zhenhua. Zhongshan Runtian is the company he controls.

The Torch Group is the company's subsidiary company.

On the other hand, from the perspective of performance, Zhongju Hi -tech is difficult to be optimistic.

Last year, the company's revenue was 5.116 billion yuan, a year -on -year decrease of 0.15%; net profit was 742 million yuan, a year -on -year decrease of 16.63%. Among them, the seasoning food business accounts for 90.26%of the company's overall income. In this regard, Zhongzhu High -tech explanation said that due to the rise in the price of soybeans and auxiliary materials, revenue and net profit were "doubled."

According to statistics from the China Commercial Industry Research Institute, the reference price of soybeans continued to increase since early February 2021. The soybean reference price on December 8, 2021 was 6062 yuan/ton, an increase of 962 yuan/ton from January 1, 2021. It was increased by 1162 yuan/ton compared with the same period of 2020.

In order to transfer cost pressure, in November 2021, Zhongju Hi-tech raised prices for some products. The price increase category exceeded 70%of all products, with an average price increase of 3%-10%.

But the direct effect is limited. In the first quarter of this year, Zhongja High -tech revenue was 1.347 billion yuan, an increase of 6.63%year -on -year; net profit was 158 million yuan, a year -on -year decrease of 9.46%.

Even so, Zhongzhu High -tech stock price rose sharply. On July 20, Zhongzhu High -tech closed at 38.07 yuan, an increase of 10%, and its total market value was 30.328 billion yuan.

On the same day, the Shanghai Stock Exchange 80 Index closed at 6446.47 points, an increase of 1.2%.

agriculture

AMSPEC: Malaysia's export of palm oil on July 1-20 is 646,853 tons

On July 20, according to AMSPEC of the Malaysian independent inspection agency, Malaysia's export volume of palm oil on July 1-20 was 646,853 tons, and the same period last month was 659,768 tons, a decrease of 1.96%month-on-month.

Agricultural and Rural Ministry: Rice wheat inventory is at a high level of history

On July 20, at the press conference held by the New National Office, Zeng Yande, the chief agronomist and director of the Development Planning Department of the Ministry of Agriculture and Rural Affairs, said that from the perspective of inventory, the inventory of rice and wheat society is at a high level of history, which can meet the satisfaction and can satisfy the satisfaction and can meet the satisfaction and can satisfy the satisfaction and can satisfy the satisfaction and can satisfy the satisfaction and can satisfy the satisfaction and can satisfy the satisfaction and can meet the satisfaction and can satisfy the satisfaction. For more than a year of ration consumption demand, corn inventory has also increased. From the perspective of import, from January to June, a total of 79.78 million tons of grain was imported, a slight decrease of a year-on-year decrease. As international grain prices fell, it is expected that grain imports will increase steadily. From the perspective of consumption, the consumption of important agricultural products such as vegetable oil, sugar, animal products, and aquatic products will be restored, but the overall remains stable, and the price is limited.

Agricultural and Rural Ministry: Pig production can return to a reasonable range

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Ministry of Agriculture and Rural: The average price of pork in the national agricultural wholesale market increased by 0.1% from the 19th

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "200 Index 200 Index" of the "Agricultural Products Wholesale Price" was 123.36, an increase of 0.17 points from the 19th. The wholesale price index of the "vegetable basket" product was 124.55, an increase of 0.20 points from 19th. As of 14:00 on the 20th, the average price of pork in the national agricultural wholesale market was 29.92 yuan/kg, an increase of 0.1%over the 19th.

food and drink

Daily bacteria have completed several rounds of cumulative nearly 100 million scale financing

On July 20th, according to the information of WeChat public account of Fang Xiaoyi Table, the investment consultant, the daily fungus of probiotic dietary brands announced that it has completed a new round of financing, which is led by the 10 billion -level fund Jin Yumao objects focusing on the new medicine and big health field. Lianjie Qichen and Lan Shang Capital followed, and the old shareholder Lin Gecho continued to add. This round of financing will be mainly used for production capacity upgrades, brand digital construction, product research and development innovation, and strain microbio technology development. It is reported that within one year of establishment, the daily fungus has completed several rounds of financing, with a cumulative financing amount of nearly 100 million yuan. E -commerce retail

It is rumored that the daily fresh consideration considers the sale of the business equity of the smart fresh market

On July 20th, according to media reports, people familiar with the matter revealed that the daily plan of the excellent fresh plan provides its business consulting and online store construction services to sell part of the equity. Its interest in its smart fresh market business. It is reported that this plan started from the end of last year, and the daily valuation of the department's valuation of the department was about $ 100 million, even more than the market value of US $ 79 million in U.S. stocks. People familiar with the matter said that the relevant parties are still discussing the relevant matters and may not reach transactions in the end. Daily spokesman has not commented on this.

Unified Group has a huge sum of money to acquire Carrefour, Taiwan

On July 20, according to media reports, the Unified Group held a press conference in the middle of the night on the 19th and announced that it had invested 29 billion Taiwan dollars to obtain all the equity of Carrefour, Taiwan, China. Unified Group's unified enterprise and unified supermarkets repurchased 49.5%and 10.5%of the shares of Households (Carrefour in Taiwan), respectively. Temporarily estimated that the transaction amount was 23.9 billion yuan and 5.1 billion yuan, respectively. After the transaction was completed There are 70%shares in Taiwan Carrefour, and unified supermarkets hold 30%of Taiwan Carrefour.

Entertainment game

Nearly 1 million booking households lost in the second quarter of Naifei

On July 20, Nafei released the second quarter of 2022's financial report. The financial report shows that Naifei revenue in the second quarter was US $ 7.97 billion, an increase of 8.6%year -on -year; net profit was 1.44 billion US dollars, a year -on -year increase of 6.7%. The report shows that in the second quarter, Naifei subscribers lost about 970,000 people, which was lower than 2 million people previously predicted.

Ningmeng film and television listed on the Hong Kong Stock Exchange

On July 19, the official website of the Hong Kong Stock Exchange showed that Ningmeng Film has successfully passed the listed hearing of the Hong Kong Stock Exchange, and Morgan Stanley and CICC were sponsors for their joint sponsors. The prospectus shows that from 2019 to 2021, the company achieved revenue of 1.794 billion, 1.426 billion, and 1.248 billion yuan, respectively, and the gross profit margin in 2021 reached 44.8%, and the net profit of the same period was 80 million, 63 million and 61 million yuan.

TIKTOK average user use time surpassed YouTube for the first time

The latest research results of the research institution Data.AI show that TIKTOK's average monthly use time per month in the first quarter of this year reached 23.6 hours. For the first time, it surpassed 23.2 hours of Youtube, a video website under Alphabet, which means that TIKTOK users spend an average of 47 minutes a day on the platform on the platform. Above it. The report also pointed out that TIKTOK exceeded 1.5 billion users in the first quarter of this year. It is the fifth application of the world in the world. The quarterly consumption amount of users in the platform reached 840 million US dollars, a year -on -year increase of 40%. Source, US users' fees on the Tiktok platform increased by 1.25 times year -on -year.

Knowing that on July 19th, US $ 420,100 repurchased 134,800 shares

On July 20, Zhihu issued an announcement saying that the company repurchased 134,800 shares on July 19, 2022, and the repurchase price was $ 3.07-3.16 per share.

Zhang Yimou's XR company established Super Sports Space Company

On July 20, Industrial and Commercial Information showed that recently, Yancheng Super Sites Space Culture Technology Co., Ltd. was established with a registered capital of 10 million yuan, and the legal representative Wang Fei. The scope of business contains technical services; organizes cultural and artistic exchange activities; photography expansion services; camera and video production services; electronic products sales, etc. Shareholders' information shows that the company's expansion reality (XR) company Beijing Danghitian International Cultural Science and Technology Development Group Co., Ltd., the company's expansion reality (XR) company, is wholly shares.

Yingke is renamed "Ying the Universe" officially effective

On July 19, Yingke issued an announcement that the company's name was changed from "InKE Limited Yingke Interactive Entertainment Co., Ltd." to "InKEVERSE Group LIMITED Yingqi Group Co., Ltd.". On July 5th of the year, a certificate of registration was issued.

Institution: "Subway Surfers" ranked first in the list of global mobile games downloads in June

On July 20th, according to the Sensortower WeChat public account, Sensor Tower Store's information data shows that Sybo Games "Subway Surfers" was downloaded in 26 million times, ranking first in the global mobile game download list in June, an increase of 63.5% over June 2021. Essence India is the largest market in the game, contributing nearly 14.7%of the downloads; followed by the United States, accounting for 10.2%. Garena "Free Fire" ranked second with 24.7 million downloads, an increase of 26.9%compared to the same period last year.

K11's first flagship project official announcement opened at the end of 2024

On July 19, according to Zheng Zhigang's Weibo information of the founder of K11 and Chief Executive Officer of New World Development, the K11 new business project in Shenzhen was officially named "K11 Ecoast". It is reported that K11 ECOAST is located in the Nanshan Prince Bay Area, Shenzhen, with a total construction area of ​​228,500 square meters. It is the first flagship project in the K11 mainland. Gallery and other. K11 Ecoast is expected to open at the end of 2024.

A number of anti -network storm functions such as one -click evidence from station B

Recently, station B has launched a special special feature of the online prevention network, and released a number of functions including one -click evidence to curb the occurrence of cyber violence. According to station B, the special specialty specialty for cyber prevention this time includes six functions: anti -strangers' private message harassment function, player preferred mode function, black reporting function, message preference setting function, one -click protection function and one -click evidence collection Function. Among them, after the user starts the one -click protection function, it will not receive private messages, barrage and comments sent by any user sent by the choice outside the crowd within 7 days; the one -click evidence collection function allows users to quickly collect evidence, barrage and other evidence for rights protection of rights protection. Essence

cosmetic

OGP Establishment of Sino -US Blue Copper Peptide Joint Innovation Research Center

On July 20, the skin anti -aging brand OGP released four products: blue -copper peptide mask, dual -enabled essence water, living cream, and live filling essence. It is reported that OGP is currently applying for 6 technical patents including mask, essence water, essence, cream, and the preservation and penetration of blue copper peptide components. Miki Copper Peptide Joint Innovation Research Center.

Paper industry

Shanying International plans to issue a foreign corporate bond of no more than 500 million US dollars

On July 20, Shanying International issued an announcement saying that in order to further optimize the debt structure, broaden financing channels, and reduce financing costs, the company intends to issue a scale of not more than 500 million US dollars (including 500 million US dollars) or equivalent currency overseas companies abroad. Bonds. After deducting the funding of funds, it is intended to invest in the company's domestic and overseas projects, and repay the debt of the company or the company's company's debt and/or supplement the company's mobile funds.

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