#氢消费 Weekly.84
Consume new things in a week
01. Dynamic discussion of large companies
1. LV will host the Spring 2023 Menswear Spin-Off Show in Aranya
2. Byte's VR brand PICO officially announced the brand upgrade
3. Beauty brands under fashion brand MLB entered the Chinese market
4. The new men's collection on lululemon
5. Completion of counseling for the A-share IPO of Michelle Ice City
6. Yuanqi Forest enters Malaysia
7. Oriental selection or preparing for Taobao live broadcast
8. Nike's first Chinese podcast "Listening" was launched
9. Pan Pan food cross-border prepared dishes
10. Wenxian DOCUMENTS was invested by L'Oréal
02. Brand financing dynamics
1. Ziyan Food IPO was approved
2. The mineral spring machine brand Home Spring completed nearly 100 million yuan of B round financing
3. The first share of makeup brush Shangyang Technology was listed
4. The new coconut food and beverage brand Cocoa completed tens of millions of yuan A round of financing with full scores
5. Weilong is considering launching a Hong Kong IPO in October, with a target valuation of about US$4.7 billion
6. The registered capital of Naixue's tea affiliate company increased to 220 million yuan
7. Star card platform Fansmall Fans Cat completed the Pre-A round of financing
03. New product dynamics
1. ffit8 cooperated with major coffee shops to launch the "Super Breakfast" program
2. Outdoor clothing brand UPPERVOID will jointly promote clothing with Tsinghua University
3. Xicha jointly named "Original God" on the new
4. Xtep held a strategic upgrade conference and released the champion version of running shoes 160X3.0 PRO
5. UNISKIN opened a new offline store
6. KFC jointly named "Little Love Classmate" to customize the exclusive image for Xiaomi users
7. Tea Beauty Launches Chongqing Limited Ice Cream "Crispy Mountain"
8. Plant drinks are combined with knowin trend labs to create pop-up activities
9. Smart imaging brand Yingshi Insta360 released its flagship panoramic camera X3
Big company dynamics are hotly discussed
1. LV will host the Spring 2023 Menswear Spin-Off Show in Aranya
On September 6, luxury brand LV announced that it will hold the 2023 Spring Menswear "Spin-Off Show" on the Aranya Gold Coast of Qinhuangdao on September 16. At that time, the design of the runway will be themed with a park and introduce local elements. This is the second time LV has hosted a menswear show in China, the last time in Shanghai in 2020.
2. Byte's VR brand PICO officially announced the brand upgrade
On September 5, BYTEDance's VR brand PICO officially announced its brand upgrade, saying that it will be committed to "becoming a leading world-class XR platform, achieving developers and creators, and creating a better life experience for consumers around the world", and simultaneously renewing the visual identity of the brand LOGO, font and so on.
Founded in 2015, PICO is a brand focused on mobile virtual reality technology and product development, which was acquired by ByteDance last year. The brand has set up a byte XR business line on the original VR business, and has successively set up offices in Europe, Japan, South Korea and other regions, and a new generation of PICO 4 VR all-in-one machine will be released globally in the near future.
3. Beauty brands under fashion brand MLB entered the Chinese market
On September 5, the beauty brand MLB BEAUTY under the fashion fashion fashion brand MLB officially entered the Chinese market, and the MLB beauty Tmall flagship store has been selling MLB aged flower perfume and MLB presbyopia cushion series products.
Founded in 1997, MLB is F&F's street life sports brand known for its baseball design elements. The brand includes clothing, accessories, pets and other products, and has more than 290 stores in South Korea.
4.Lululemon on the new men's collection
On September 6, yoga brand Lululemon joined hands with professional basketball player and Lululemon brand ambassador Jordan Clarkson to launch a new men's collection, including men's jackets, trousers and other products. In addition, the brand also released a short "Your Move" short film.
5. Completion of the A-share IPO of Michelle Ice City
On September 9, the official website of the China Securities Regulatory Commission disclosed GF Securities' "Report on the Initial Public Offering of Shares and Listing Counseling of Michelle Ice City Co., Ltd." After counseling, GF Securities believes that Mi Xue Bingcheng has the corporate governance structure, accounting basic work and internal control system that a listed company should have.
6. Genki Forest enters Malaysia
Recently, Yuanqi Forest has reached a cooperation with Berjaya Group (Berjaya Group Malaysia), a local company in Malaysia, and has completed the laying of 80% of the sales channels of CVS in Malaysia. It is expected that by the end of this year, Yuanqi Forest's products will appear throughout Malaysia.
At present, Yuanqi Forest has entered more than 2,000 local 7-11, more than 350 MyNews, as well as CUmart, Emart and other channels.
7. Oriental selection or is preparing for Taobao live broadcast
On September 7, it was reported that Oriental Selection may be preparing for Taobao live broadcast. In the Taobao fan base of the Oriental Selection flagship store, the administrator of the Oriental Selection flagship store said that the live broadcast activity of oriental selection in Taobao live is in preparation, please be patient.
8. Nike's first Chinese podcast "Listening" was launched
On September 8, the American sports brand Nike announced the launch of the first Chinese podcast "Listening". In the first episode, Nike invited Chinese female football player Zhao Lina to tell the story of the goalkeeper. "Listening" is aimed at the sports crowd and includes the success of athletes, retirement stories, and everything related to ordinary people and sports.
9. Pan Pan food cross-border prepared dishes
A few days ago, Pan Pan Food launched three "no-wash, no-cut, no-cooking" pre-made dishes, which are the brand's first cross-border pre-made dishes, and have been launched on the official flagship store of tmall.
It is reported that the new products include Nanyang style curry chicken, classic flavor fish shredded meat, Sichuan flavor spicy chicken three flavors, can be stored at room temperature, no cleaning, no cutting, no cooking, using fresh vegetables and meat from the place of origin, through cooking stir-frying and filling sterilization, boiled and heated for 6-10 minutes or microwave heating for 3-5 minutes can be eaten.
10. Wenxian DIAGNOSIS was invested by L'Oréal
On September 9, L'Oréal China's Shanghai Usfang announced that it will make a minority investment in China's local high-end perfume fragrance brand Wenxian DOTUS, which is the first venture capital investment of US Fufang in China. Wenxian DOCUMENTS said that in the future, it will increase investment in four sectors: brand building, single store expansion, retail channel development and new product research and development. In addition, L'Oréal and Cathay Fund set up the "Consumer Co-creation Fund" also invested in it.
Brand financing dynamics
1. Ziyan Food's IPO was approved
On September 1, shanghai ziyan food co., ltd. initial public offering of shares was approved by the CSRC, the company's initial public offering of A shares, not more than 42 million shares, will be listed on the main board of the Shanghai Stock Exchange. The proposed fundraising is 799 million yuan, of which about 68% of the raised funds will be invested in two food production base and storage base projects, and another 120 million yuan will be used for brand building and market promotion.
Founded in 1989, Ziyan Food is mainly engaged in halogenated food, the main products are husband and wife lung slices, Flavor Chicken, Rattan Pepper Chicken and vegetables, aquatic products, soy products as raw materials of halogenated food.
2. Mineral spring machine brand Home Spring completed nearly 100 million yuan of B round financing
On September 5, the mineral machine brand Home Spring completed nearly 100 million yuan of B round financing, led by Fengtu Capital, followed by Tiantu Investment and GGV Jiyuan Capital, and the funds will be mainly used for the construction of the Home Spring brand and the research and development of new types of mineral spring machines.
Originally known as "Xiong Xiaoxi", Jiaquan was founded in July 2020, targeting exquisite mothers and cutting-edge white-collar workers aged 25-35, and accumulating 100,000+ fans in one year. Its "milk tea machine" sold more than 15,000 units in one month after its launch, which is the top 1 milk tea machine for the 2021 Tmall New Year Festival.
3. The first share of makeup brush Shangyang Technology was listed
On September 1, Shangyang Technology, a beauty tool foundry, was officially listed on the New Third Board, the only listed company in the same type. This is also the second time that Shangyang Technology has been listed on the New Third Board, and the ultimate goal of this listing is to land on the Beijing Stock Exchange.
Shangyang Technology was founded in Guangdong in 2005, with the production of makeup brushes for overseas enterprises such as L'Oréal and Sephora, with an annual revenue of nearly 200 million yuan and a gross profit margin of more than 30%, and has tried to enter the field of skin care and beauty.
4. The new coconut food and beverage brand Coco completed tens of millions of yuan A round of financing with full scores
On September 7, the new coconut food and beverage brand Cocoa has completed tens of millions of yuan of Series A financing, and the funds in this round of financing will be mainly used for brand building, team building and upstream supply chain investment.
Founded in October 2020, Cocoa Full Score launched the first sugar-free coconut milk product featuring "0 sugar, 0 trans fatty acids, 0 cholesterol" in May last year, and launched 100% NFC coconut water in March this year. In August, the brand omni-channel single month GMV achieved nearly 20 million yuan, and at present, the contribution ratio of sugar-free coconut milk and coconut water to GMV is 7:3.
5. Weilong is considering launching a Hong Kong IPO in October, with a target valuation of about US$4.7 billion
Chinese snack maker Wei Long is considering launching a long-awaited Hong Kong initial public offering (IPO) as early as October, with a potentially larger financing of about $500 million and a target valuation of $4.7 billion.
6. The registered capital of Nesher's tea affiliate company increased to 220 million yuan
On September 5, Shenzhen Pindao Restaurant Management Co., Ltd., a tea affiliate of Neixue, underwent a change of industry and commerce, and the registered capital increased from 20 million yuan to 220 million yuan, an increase of 1,000%.
According to Baidu Stock Connect, the total market value of Naixue's tea is currently HK$10.394 billion, about RMB9.227 billion, and its market value peaked at HK$32 billion in the early stage of listing, about RMB28.4 billion.
7. Star card platform Fansmall Fans Cat completed the Pre-A round of financing
Recently, the star card platform Fansmall Fans cat completed the Pre-A round of financing, investors are Tangzhu Capital and Adam Zhu, the latter was the vice chairman of the Asia Pacific region of sports brokerage giant IMG Group (now Endeavor).
Fansmall Fans Cat was founded in 2019 and launched the App in July 2021, focusing on live sports events and variety shows, star card database, star card unboxing live broadcast, etc., including IP distribution, B2B star card sales, FansBox blind box, FansGo retail, auction, rating, etc.
New product updates
1.ffit8 joined hands with major coffee shops to launch the "Super Breakfast" program
On September 5, ffit8 announced the launch of the "Super Breakfast" program, which focuses on the breakfast scene of urban office workers with a combination of "protein bars + coffee". The first stop of the joint target is the tea brand Vinvin, which has just raised tens of millions of dollars, and the joint name activity has landed a total of 10 stores, including 9 in Shenzhen and 1 in Dongguan.
Founded in 2019, ffit8 cut into the meal replacement market from protein bars and bottled meal replacement shakes. On August 19, ffit8 cooperated with the "Minion" IP to launch new products, including meal replacement protein bars and probiotic protein powder.
2. Outdoor clothing brand UPPERVOID will jointly promote clothing with Tsinghua University
On September 2, Chinese outdoor apparel brand UPPERVOID announced that it will cooperate with Tsinghua University to launch co-branded clothing. In August this year, UPPERVOID and Tsinghua University jointly carried out ecological protection activities, entered the national nature reserve, and carried out ecological investigation and practice activities.
Founded in 2020, UPPERVOID is an outdoor functional clothing brand, committed to creating fashionable, professional and suitable outdoor products for a variety of scenes through localization and youthful design.
3. Xi tea joint name "original god" on the new
On September 6th, Heecha jointly launched two new products with "Original God" - "Ayawa Frost Longan Coconut" and "Ayato Water Shadow Dragon's Eye Coconut". The raw materials are made of seasonal longan and raw coconut water, the taste is refreshing, and from now on, the national stores are on the shelves synchronously, and the price is 19 yuan / cup. In addition, the brand launched a two-creation competition and a prize interaction in Station B and Little Red Book respectively.
4. Xtep held a strategic upgrade conference to release the champion version of running shoes 160X3.0 PRO
On September 5, sports brand Xtep held a strategic upgrade conference and released the champion version of the running shoe 160X3.0 PRO. Xtep will increase investment in the research and development of running products and related technologies. Its new XTEPACE cushioning technology has a rebound rate of 85% and more than 28% of ultra-ordinary ETPU materials.
5. UNISKIN opened a new offline store
On September 9, UNISKIN opened its offline store at Réel Department Store in Shanghai. The store provides scientific and accurate skin testing services for Youshiyan, and gives corresponding skin care suggestions according to the test results. At the same time, the matching dermascan skin collagen detection instrument can calculate the overall collagen density of the human body and detect the elasticity of the skin through the collagen test on the neck.
6. KFC jointly named "Little Love Classmate" to customize an exclusive image for Xiaomi users
On September 6th, KFC Home Express WOW Barrel Black Technology Electronic Music Season jointly named "Xiao Ai Classmate" to customize an exclusive image for Xiaomi users, and as long as xiao ai students say "Xiao Ai customization" can unlock 2 different choices, and 59 yuan to enjoy the total price of menu items 20% off, 100% to Xiaomi Jingdong self-operated flagship store coupons and other activities.
7. Tea Beauty Color Launches Chongqing Limited Ice Cream "Crispy Mountain"
On September 6th, Cha Yan Yue Launched Chongqing Limited Ice Cream "Crispy Mountain", including Rattan Pepper Single Flavor Edition, Rattan Pepper & Tea Flavor Dual Flavor Edition. According to reports, the single flavor version of rattan pepper adds crispy pepper to the ice cream; Rattan pepper & tea flavor double flavor version is to feel the flavor of the tea leaves while feeling the vine pepper crisp.
8. Plant Drinks Whole In conjunction with knowin Trend Lab to create a pop-up event
On September 7th, Plant Drinks" and the NFT Boring Ape Project (#5984, #21968) launched the "One Whole X Boring Ape" limited edition package, and joined hands with knowin Trend Lab to create a trend pop-up event.
During the event from September 7 to September 15, any user who carries a land punch board in the KNOWIN Shanghai Xintiandi store can get a whole boring ape limited packaging bottle + land punch sticker with the clerk on the code "Boring to go..." With the clerk, users participating in the activity will have the opportunity to get an exclusive custom land punch board by posting a whole & KNOWIN related content to The Little Red Book.
9. Smart imaging brand Yingshi Insta360 released its flagship panoramic camera X3
On September 8, smart imaging brand ShadowStone Insta360 released a new generation of flagship panoramic action camera X3. The new product adopts a portable and integrated design, equipped with a new 1/2-inch 48 million pixel sensor on the front and back, which can shoot 5.7K panoramic sports HDR video and 4K flat video, and is now on the shelves of JD.com, with a standard price of 2998 yuan / piece.
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