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Busy Money
Protein-based food technology company "MOODLES" has completed its Pre A+ round of financing
36Kr learned that MOODLES, a protein-based food technology company, has recently completed a Pre A+ round of financing, which was jointly led by an industrial fund and the founder, and all the old shareholders followed.
Founded in 2021, MOODLES hopes to integrate multidisciplinary cross-innovation such as 3D printing, modern nutrition, and molecular cuisine to create a "super staple food" with full nutrition and high protein. In March this year, two protein noodle products were first launched on the Hema channel, and more than 100,000 boxes were sold on the channel around May Day this year. ON MAY 9, MOODLES OFFICIALLY SIGNED A STRATEGIC AGREEMENT WITH HEMA , WHICH IS THE ONLY STARTUP SIGNED BY THE HEMA PRE-MADE DISH ECOLOGICAL ALLIANCE.
The pet brand "PAWKA" received tens of millions of yuan in angel round financing
36Kr learned that the pet brand Paoka has completed tens of millions of yuan in angel round financing, this round of investors is Shanghai Guopan Investment (prepared by the A-share listed public utility and mass transportation investment team), and the seed round was previously invested by Petty Zhichuang (a wholly-owned subsidiary of Petty Shares).
Founded in Shanghai in 2022, Paoka focuses on the development and production of pet food and pet smart devices. In June 2022, Paoka entered the Tmall platform, and the sales volume of full-price canned cat staple food exceeded 100,000 pieces in half a year, and the sales volume of freeze-dried cat grass hair snacks exceeded 20,000 pieces in 3 months, and the cumulative number of users on the whole network reached 10,000.
AI+ protein structure computing and design platform "Zhiyu Biotechnology" received a series A financing of more than 100 million yuan
36Kr learned that Shanghai Zhiyu Biotechnology Co., Ltd. has completed a series A financing of more than 100 million yuan, this round of financing is led by Qingdao Qingchi Venture Capital Fund, followed by Huiyi Capital, Hongfeng Investment and Qiantang Venture Capital, and Life Capital serves as the exclusive financial advisor for this round of financing.
Founded in 2021, through artificial intelligence and biological computing methods, from reaction route design, to the mining, design and transformation of related biological components, to automated high-throughput intelligent R&D and production, Zhiyu Biotechnology hopes to reconstruct the whole process of synthetic biology to help medical and health, agriculture, food, consumption, chemical and other industries achieve cost reduction and efficiency increase.
"Sugar Cube Planet" received tens of millions of yuan in angel round and angel + round financing
36Kr learned that Sugar Planet, a one-stop virtual space scene solution service provider, completed tens of millions of yuan in angel round and angel + round financing, with investors being New Yi Capital and Cathay Fund.
Founded in October 2021, Sugar Cube Planet mainly focuses on the construction of virtual scenes, providing customers with integrated solutions such as virtual humans, virtual space design, space task system, space gameplay, and interactive social networking.
Smart retail platform "Fast Forward Store" received RMB10 million Pre-A round financing
36Kr learned that Fast Forward Store announced the completion of a 10 million RMB pre-A round of financing, and the investor was Challenger Venture Capital.
Founded in 2021, Fast Forward Store is committed to providing digital transformation solutions for traditional offline retail stores, helping them to operate 24 hours a day, and opening up the "last meter" retail monitoring network of stores. At present, fast-forward stores have helped nearly 1,000 stores in 35 cities across the country to complete the upgrade.
Craft beer brand "Taishan Beer" completed a new round of financing
According to the official disclosure of Taishan Original Pulp, Shandong Taishan Beer Co., Ltd. recently completed a new round of financing, which was exclusively invested by the old shareholder Xinjin Capital.
Taishan Beer, formerly known as Tai'an Brewery in Shandong Province, was established in 1979, and was restructured to join Hong Kong Hucai Group Co., Ltd. in 2000, and then officially changed its name to Shandong Taishan Beer Co., Ltd. According to the brand owner, as of the end of April 2023, the company has opened more than 3,000 stores nationwide, and the number of consumer members has reached 8.99 million; The company's second plant, Foshan Plant, will be completed and put into use this year.
The parent company of the new Chinese tea brand "Kuok's Hua Dan Tea" received tens of millions of yuan in Series A financing
According to IT Orange News, the parent company of the new Chinese tea brand Kuok's Huadan Tea received tens of millions of yuan in Series A financing, and the investor was Hansheng Fund Management Co., Ltd. Kuok's Hua Dan Tea was established in 2020, and a variety of products use glycol tea as the main raw material, with "Hua Dan + Milk Tea" as the main selling point.
The beauty collection store brand "COCO KUMO" received tens of millions of yuan in angel round financing
36Kr learned that the parent company of beauty collection store brand COCO KUMO received tens of millions of yuan in angel round financing, which was exclusively invested by Hangzhou Zheheng Industrial Co., Ltd. Founded in 2020, COCOKUMO offers products such as cosmetics, skincare products, perfumes, and beauty tools.
The snack chain brand "Kuandou Spicy " completed a series A financing of 30 million yuan
According to the Tianyancha APP, the snack chain brand Kudou Spicy has completed a series A financing of 30 million yuan, and the investor is Shiteng Capital. Founded in 2020, Kuandou Spicy provides cold pot skewer products, focusing on small shop models of 10-30 square meters.
The IP innovation service platform "KONEC Group" received a new round of strategic investment
According to the official disclosure of Coni Culture, Coni Group has obtained a new round of strategic investment, and the investor is China Xingyao. Founded in Hong Kong, China Star Wealth focuses on investment in the fields of technology and culture.
According to official information, Coni Group is an IP innovation service platform, and its Coni Culture is committed to using AI to achieve digital communication and reduce brand marketing costs; Coni Culture focuses on exploring the business model of "IP + brand + live broadcast", and the exclusive cooperation IPs include Twelve Heavenly Palace, Mars Future, Time and Space Astronaut, Forbidden Heavenly Palace, Forerunner, etc.
Jewelry brand "Ephiti" received $50 million in Series B financing
According to IT Orange news, jewelry brand Epshiti has completed a series B financing of 50 million yuan, and the investor is Amami Co., Ltd.
According to official information, Epshiti was established in Hong Kong in 2017 and focuses on the procurement, grading, evaluation, design, manufacture and sale of jewelry. Since 2019, it has successively opened offline counters in Shanghai, Xinjiang, Hangzhou, Shenzhen and other places. In 2022, the Tokyo store in Japan opened.
Technology new retail brand "Z· Pilot" completed an angel round of financing of 20 million yuan
36Kr learned that the technology new retail brand Z· Pilot has completed an angel round of financing of 20 million yuan, with investors including individual investors such as Professor Gao Bingqiang and Professor Gan Jie, as well as investment institutions such as Skyrim Capital, Everbright Capital and Brizan Ventures.
Official information shows that Z· Founded in 2015, Pilot provides consumer electronics products such as wearable devices, VR/AR, and smart homes. At present, it has accumulated 3 million users, covering more than 30 cities.
Shenzhen sprouts producer "Heshun Agriculture" completed financing of nearly 10 million yuan
According to the agricultural vertical media 35dou news, Shenzhen Heshun Agricultural Co., Ltd. completed a financing of nearly 10 million yuan, and the investor is Kunchen Capital. Founded in 2018, Heshun Agriculture focuses on the factory production of sprouts in a pure hydroponic, additive-free manner.
The trendy play APP "FUNBOX Fun Box" received strategic financing of 25.5 million yuan
According to the official news of FUNBOX, the FUNBOX fun box received strategic financing of 25.5 million yuan, and the investor is Hong Kong Pingping Technology Holdings Group Co., Ltd. FUNBOX was founded in May 2022 and is currently available in Brazil and Nigeria.
Company intelligence
The sales volume of "Luckin Coffee" 520 exceeded 5.5 million cups in a single day
On May 21, Luckin Coffee Weibo officially announced that 520 single-day sales exceeded 5.5 million cups. According to 36Kr, the sales volume of the previously launched ice-absorbing raw coconut latte exceeded 6.66 million cups in the first week, and the sales of the raw coconut family exceeded 240 million yuan in seven days. In addition, Luckin Coffee's sales exceeded 23.07 million cups during the May Day holiday, an increase of 113% over last year's May Day holiday.
"Dingdong Grocery Shopping" withdrew from Sichuan and Chongqing
On May 22, Dingtone issued an announcement that "in order to serve the majority of users more efficiently, the operation of the front warehouse in the region will be adjusted", and will stop the delivery service of the Sichuan-Chongqing site from 18:00 on May 29. "As early as May last year, Dingtone has successively shut down its operation services in ten places, including Zhuhai, Tianjin and Zhongshan. Ten cities were withdrawn within a year, and at present, only Beijing is left in the northern resident cities, and the remaining resident cities in the south are concentrated in the Yangtze River Delta and Pearl River Delta regions.
A1 Snack Institute has closed 80% of its stores
According to Third Eye Retail reports, A1 Snacks Institute has closed 80% of its stores and is now open for only 11 stores. In response, Zhou Weiping, founder of A1 Snack Research Institute, publicly responded, "The new retail business is a new business that we explore outside our main business, accounting for no more than 5%, and it is still being searched up and down." ”
Founded in 2016, A1 Snack Research Institute has received 5 rounds of financing between 2017 and 2021, and its investors include Well-known institutions such as Today Capital, CICC Capital, and China Resources Capital. Since its establishment, it has created star products such as A1 watermelon toast and A1 cake Zhongsong. In 2019, A1 Snacks Research Institute opened its first offline store.
"Gu Ming" 520 Douyin live broadcast turnover exceeded 100 million yuan
36Kr learned that on May 20, Gu Ming completed the first live broadcast of 2023 in the Douyin live broadcast room, which put on the shelves super A cheese grapes, super A cheese peach, brey crispy milk fufu, poplar nectar, cheese bayberry, Longjing fragrant youth group, avocado almond milkshake and other drinks, the highest number of online people exceeded 80,000, becoming the first place in the weekly list of Douyin group buying with goods, with a single-day turnover of more than 100 million yuan.
"Nova Coffee" opened 205 new stores
36Kr learned that as of May 24, Nova Coffee had opened 205 new stores, covering 151 cities. In 2023, sprint to 3,000 stores. Nova Coffee has explored four small shop models, including street stores, shopping mall stores, office stores, and university stores, focusing on the "buy and go" scene. In popular business districts, the style of Internet celebrities will be customized separately, and officials say that the average monthly order of these stores exceeds 1,000.
The first live broadcast GMV of the aromatherapy skin care brand "Arome Manpo" exceeded 1.03 million yuan in 618
36Kr learned that the aromatherapy skin care brand Fuyu Manpu cooperated with the anchor Black Heart Young Grandma for the first live broadcast of 618, the GMV of the live broadcast exceeded 1.03 million yuan, and the main product tuberose light sense fermentation essence water sold a total of 11,800 bottles. At the end of April this year, Fuyu Manpu announced that it had obtained a 10 million RMB angel round of financing, which was exclusively invested by the Consumer Co-creation Fund of Cathay Fund.
AI identification company "Turing Deep Vision" launched the fifth generation of Turing AI identification system on May 25
36Kr learned that the AI appraisal company Turing Deep Vision launched the fifth generation of Turing AI identification system on May 25, and this system upgrade integrates the latest small-sample AI algorithm and launches the industry's first to B appraisal insurance. At present, thirteen large algorithmic models for different categories of identification have been established, and new categories include wine, coins, porcelain, etc., and more identifiable categories are still being developed.
Future Idea
"Watching Summer" launches the first fragrance of the summer limited series, "Water of Simplicity"
On May 25th, the first aroma of the new "Long Summer to Simplicity" summer limited series "Zhixia Zhi T Three days ago, Shiseido officially announced its cooperation with Guanxia on Weibo, Shiseido's high-end line product Night Glass Cream, and co-created a custom spar aromatherapy called "Yingli Lan".
"JOOCYEE Fermentation" co-branded manga "Astringent Girl" on the new "Pink Power Pink Power" series of makeup
On May 23, Fermented Color launched the "Pink Power Pink Power" series of makeup co-branded with Chu Deyong's comic "Astringent Girl", including lipstick, multi-purpose balm, limited peripherals and 16-color eye discs.
"Pink Power" series of makeup products
"Sumidagawa Coffee" held "Sumidagawa Coffee 17°C Shinanjiang Music Festival"
From May 20th to 21st, Sumidagawa Coffee held a two-day "Sumidagawa Coffee 17°C Shin'anjiang Music Festival", inviting musicians such as New Pants, Pain Yang, and Orange Sea to participate in the performance, and set up fun interactive projects such as a good goods market and coffee latte on site.
"Hitcard" officially announces that the Little Liu Duck collectible card "Today Series" will be launched soon
On May 25, Hitcard officially announced that the "Today Series" of the Little Liu Duck collectible card will be launched soon. According to 36Kr Future Consumption, after the online premiere, the series of cards will be available in Bubble Mart stores on June 15.
"Grandma Liu Next Door" launches new coconut milk product "Coconut Buffalo"
On May 25, Grandma Liu, next door to the buffalo formula dairy brand, launched a new coconut milk product "Coconut Little Buffalo". Grandma Liu next door, founded in June 2017 in Shenzhen, now has 4 physical stores. In September 2021, it obtained a series A financing led by Clear Stream Capital. The "Buffalo Formula MINI Pure Milk" launched in August 2022 is its classic explosive product.
"Songmont Yamashita Yumatsu" collaborated with actor Yongmei to release a new brand TVC
On May 23, Songmont Yamashita Yumatsu collaborated with actor Yongmei to release a new brand TVC, a short film expressing a calm, long-term brand attitude. Founded in 2013, Songmont Yamashita Aritsu is inspired by self-aware Eastern philosophy and focuses on developing bags with practical aesthetics.
"Songmont Yamashita Yumatsu" collaborated with actor Yongmei to release a new brand TVC
Freshly extracted ginseng liquid on "Focusen Floating Seeds"
On May 25th, the product was jointly developed with Changchun University of Chinese Medicine, the main ingredients are minimalist, only made of fresh ginseng, imported dates, oats and purified water.
Count consumption
The number of 28 coffee chain brand stores exceeds 100
According to the latest "2023 China Urban Coffee Development Report", Shanghai currently has 8,530 cafes, ranking first in the world, far surpassing New York, London, Tokyo and other cities. Specifically, Shanghai has an average of 3.45 cafes per 10,000 people, and an average of 1.35 cafes per square kilometer. Based on user research data and Meituan takeaway data in the past three years, with the expansion and frequency of consumption periods, about 25% of consumers start from at least one drink a day, and the proportion of morning and evening drinks has also increased year by year.
Benefiting from demand and capitalization, coffee chaining is accelerating. According to the report, there were a total of 733 coffee chain brands in China in 2022, of which 28 brand stores exceeded 100. As of 2023, the number of existing stores of 21 chain coffee brands will reach 25,352.
In terms of takeaway channels, according to Meituan data, the online rate of stores in the five major coffee-consuming cities (Shanghai, Chengdu, Guangzhou, Beijing and Shenzhen) has continued to grow in the past three years, and the transaction volume of MAT2023 coffee takeaway has exceeded 10 billion.
From January to April this year, the number of new bubble water fell by 74%;
According to the offline data insights recently released by the third-party data service provider Win Immediately, the overall sales of the sample food and beverage industry fell by 4.1% year-on-year from the comparison of the same period from January to April of the terminal monitoring stores. Including hypermarkets, supermarkets, convenience stores, grocery stores and other channels, the average number of customers and average customer prices in stores from January to April 2023 were lower than the same period in 2022, and resumed the same period after April. Compared with other channels, the impact of convenience stores is relatively small, and all but January maintained positive growth.
In terms of new beverage products, the report shows that the number of new products launched in 2022 is large, accounting for about 40% of the annual new products from January to April, but by 23 years, in addition to dairy products and beverages, the promotion of other categories has dropped significantly; From January to April 2023, the launch of new dairy products and beverages was higher than last year; Sports drinks and milk drinks have been newly improved, and the number of new sparkling water products has dropped by 74% year-on-year.
From January to April this year, the number of new bubble water fell by 74%;
GMV of pet car seats increased by more than 137% year-on-year
On May 25, the pet business department of Jingdong Supermarket released the "2023 China Pet Industry Trend Insight White Paper". According to the white paper, the scale of China's pet physical market will continue to expand in 2023, and it is expected to reach 129.6 billion yuan. Among all kinds of pet consumption, pet supplies accounted for 45%, pet staple food accounted for nearly 35%, pet snacks accounted for 12%, and pet medicine and health care accounted for 9%.
In terms of consumption channels, integrated e-commerce is still the most important channel, accounting for 87% in 2023, from 72% in 2022. In terms of category trends, baked food and freeze-dried food maintained a high growth trend, with the number of baked food commodities increasing by more than 192% year-on-year, and freeze-dried food increasing by more than 33%.
In terms of scene trends, 7 major changes have emerged, such as natural health, real materials, safety traceability, and AI pet raising. For example, smart feeders increased by more than 60%, pet car seat GMV increased by more than 137% year-on-year, pet birthday cake GMV with a sense of ceremony increased by more than 58% year-on-year, and pet mooncake sales increased by 24 times year-on-year.
Tmall Taobao platform in the past rolling year, non-alcoholic beer sales fell 16.3% year-on-year;
Non-alcoholic beers are popular because they are in line with health concepts. Major brands have increased their alcohol-free products, such as Pearl River Beer, Snow Beer, Yanjing Beer, etc., and new beer brands featuring the concept of alcohol-free have also appeared.
According to Magic Mirror market intelligence, the sales of alcohol-free beer on the Tmall Taobao platform in the past rolling year were 18.935 million yuan, down 16.3% year-on-year, and the decline was roughly similar to that of the beer category. According to Baidu index data, the search index of alcohol-free beer in the past rolling year fell by 5% year-on-year, and the daily average was 262. Compared with the beer category, the public's perception of non-alcoholic beer is still relatively unfamiliar, and brands may be able to enhance consumer awareness through marketing means. On the other hand, at present, the homogenization of alcohol-free products is serious, and how to play the difference point is the focus of each brand's next concern.
Tmall Taobao platform in the past rolling year, non-alcoholic beer sales fell 16.3% year-on-year;
The mineral category has occupied the majority of maternal and child nutrition sales for three consecutive years
According to the "2023 China Maternal and Child Nutrition Market Insight Report" released by iResearch, although the birth rate of the mainland population has declined in recent years, with the improvement of the consumption capacity of maternal and infant (pregnant and infant) families and the upgrading of parenting concepts, the domestic maternal and infant nutrition market has not experienced weak demand, and the market scale is still expanding, and the market size of China's maternal and infant nutrition products will reach 81.9 billion yuan in 2022.
In 2021, the offline consumption channels of domestic maternal and baby products accounted for 66.2%, and the purchase of maternal and baby products was still dominated by offline channels, but with the diversification of maternal and infant nutrition purchase channels and the importance and layout of maternal and infant nutrition products by various types of e-commerce channels, online purchasable brands and categories are becoming increasingly rich, making the proportion of online consumption channels increase year by year, and it is expected to account for 36.0% in 2023.
In terms of online, since 2020, the proportion of sales in various categories of maternal and child nutrition products has changed steadily, among which mineral nutrition products have always occupied the majority of sales, accounting for more than 40% of sales for three consecutive years. In specific categories, calcium, vitamin D, intestinal probiotics, and DHA all made great contributions, accounting for more than 45% of sales in their respective categories in 2022.