First, the star brand
1. Hefu Lao Mian refutes rumors of substantial layoffs and online listings: all are false news
In response to the recent news on the Internet that "20%-30% of employees will be laid off", "plans to IPO in Hong Kong this year, and plans to raise 100 million to 200 million US dollars", "The total investment of starting a Hefu Lao Mian will be about 1.2 million", Hefu Lao Mian issued a statement saying that it was all rumors and had no factual basis. Hefu Lao Mian said that the optimization of the internal organizational structure belongs to the adjustment scope of strategic transformation, and the proportion of personnel reduced is only 1.4%. At present, Hefu Lao Noodle stores are operating normally, and they are still looking for talents in joint ventures, new retail and branding. In addition, the actual joint operation fee of Hefu Lao Mian is only 698,000 yuan, and the listing plan in Hong Kong has never been officially launched. (Interface)
2. Chengdu's first Moutai ice cream flagship store was closed
Moutai Ice Cream's first flagship store in Chengdu has been closed down, which is also the 16th flagship store of Moutai Ice Cream in the country. It is reported that in November 2022, Chengdu's first Moutai ice cream flagship store opened in the MixC in Chenghua District, which is one of Chengdu's fashionable landmarks. The reporter had called the store's reserved phone number on the Meituan platform, but the number had shown that the service was suspended, and then the reporter confirmed that the Moutai ice cream flagship store had been withdrawn at the service office of Chengdu MixC. (Securities Times)
3. The body will gradually recover its health, and Wang Huiwen will be part of the time as a Meituan consultant
36Kr learned that on April 2, Meituan CEO Wang Xing issued an internal email, saying that Wang Huiwen was gradually recovering and would be a Meituan consultant for part of the time. In June last year, Wang Huiwen, who was starting a business, was hospitalized due to illness, and the company he founded was also acquired by Meituan Light Year. Insiders revealed that after nearly a year of treatment, Wang Huiwen's recent state is relatively stable, but he has not fully recovered. According to the doctor's advice, short-term resumption of some regular, low-stress work is conducive to recovery. Therefore, I chose the way of consultant and participated in the work part of the time.
4. The Paris Olympics made Yiwu explode, and the online export of sporting goods to France on Ali International Station skyrocketed
36Kr learned that less than 4 months before the opening of the Paris Olympics, Zhejiang Yiwu merchants have received a large number of orders for related goods. According to Yiwu Customs statistics, from January to February this year, Yiwu's exports of sporting goods to France increased by 70.5% year-on-year. According to the data of Ali International Station, in March this year, during the peak foreign trade season, online exports of sporting goods to France soared, and the online export volume of popular goods such as tennis uniforms, customized sportswear, training helmets, outdoor sportswear, sports cameras, and golf bags increased by at least 4 times.
5. China Exemption: Wang Xuan resigned as general manager and continued to serve as chairman
36Kr learned that China Duty Free issued an announcement that Wang Xuan applied for resignation as general manager of the company due to work adjustments. After his resignation, Wang Xuan will continue to serve as chairman and director of the company.
6. KFC independent coffee brand opened its 100th store
KFC independent coffee shop KCOFFEE today announced the opening of its 100th store, with a coffee limit of 9.9 yuan a cup from March 29 to April 7. It is understood that Kenyue Coffee has settled in 22 provinces and municipalities directly under the central government across the country, with a total of more than 80 places, and the main stores are concentrated in second- and third-tier cities in Anhui, Zhejiang, Henan, Hubei, Jiangxi, Liaoning, Shandong and other provinces. (National Business Daily)
7. The revenue and profit of China Resources C'estbon and China Resources Beer increased three times in a row
Yesterday, according to the official WeChat account of China Resources, the 2024 China Resources Group Honor Ceremony Award Ceremony was held a few days ago. The ceremony announced the winners of the 2023 High-quality Development Comprehensive Award, among which China Resources C'estbon won the Bronze Award, China Resources Beer won the Silver Award, and China Resources Sanjiu won the Gold Award. (Company Release)
8. The review of the issuance and listing of Jule Food was suspended again
Today, a reporter from the Beijing News learned from the website of the Shenzhen Stock Exchange that the listing review process of Sichuan Jule Food Co., Ltd. (hereinafter referred to as "Jule Food") was "suspended" on the grounds that the financial information recorded in the IPO (initial public offering) documents had expired and needed to be supplemented. According to the data, the history of Jule Food can be traced back to Chengdu Jule Health Food Development Company, which was established in 1984, and entered the dairy industry in 1996 with the milk-containing beverage "Sour Milk". Since March 2023, Jule Food has suspended the issuance and listing review three times. (Beijing News)
9. In October, the first annual report after the paddy field was listed
Recently, October Paddy released its 2023 annual report. According to the annual report, the company's total revenue in 2023 will be 4.867 billion yuan, an increase of 7.4% over the previous year, the gross profit will be 619 million yuan, a year-on-year decrease of 20.6%, and the net loss will be 64.9 million yuan, a year-on-year decrease of 88.5%. (Beijing News)
2. Consumption platform
1. Tmall released its 2024 goal: everything focuses on brand growth
On April 2, the 2024 Tmall TopTalk was held in Shanghai, and Tmall's brand management strategy for the new year was released. This year, Tmall fully focused on brand growth, continued to increase the platform's resource investment in the creation of new products, new brands and explosive products, optimized operational measures, upgraded 88VIP rights and interests, and improved brand customer acquisition and membership operation efficiency. The platform will also add 10 billion cash and 100 billion traffic to support content e-commerce. The front line of the industry will also gain higher independent decision-making power, lead more resource allocation, and provide deterministic resources for merchants.
2. Hema launched a series of pet products and simultaneously launched the "Don't Like to Eat Package Return" service
On April 2, the official account of Hema announced that Hema launched a series of pet products, and prepared more than 40 babies, including staple snacks, nutritional supplements, cat litter toiletries, etc. For "picky eaters" pets, Hema launched the "Don't Like to Eat Package Return" service. After purchasing a product with the "Don't Like to Eat Return" logo, if the pet does not like the taste and texture and cannot eat, parents can return the product through the Hema App to explain the situation.
Hema Nanjing Supply Chain Center will cover 35 stores
On April 2, it was reported that after two years of construction, the self-built supply chain center of Hema in Nanjing was officially put into operation this month. So far, the supply chain centers built by Hema in 8 cities across the country have all been put into use. According to the relevant person in charge of Hema, the Hema Nanjing Supply Chain Center will cover 35 stores in Nanjing and Hefei, covering thousands of fresh and standard products, including vegetables and fruits, flowers, rice, flour, grain and oil, baking, wine and beverages, frozen aquatic products, etc. The person in charge said, "We will achieve full coverage of stores in Jiangsu and Anhui provinces within the year, and help Nanjing build an integrated urban-rural logistics system that radiates East China."
3. Cross-border Connect's annual revenue in 2023 will be 6.616 billion yuan
On April 2, it was reported that Cross-border Tongbao E-commerce Co., Ltd. released its 2023 annual report. During the reporting period, the total operating income of cross-border communication was 6,616,411,900 yuan. Among them, the cross-border e-commerce import business achieved an operating income of 6,100,203,200 yuan, accounting for 92.20% of the operating income of cross-border connect, and the cross-border export business achieved an operating income of 461,165,200 yuan, accounting for 6.97% of the operating income of cross-border connect. In terms of warehousing and logistics, by the end of 2023, the company's subsidiaries have established 14 domestic warehouses with a storage area of about 31,900 square meters, and the company has not established overseas warehouses.
4. Firebat e-commerce officially settled in Wuhan Optics Valley Central City
On April 2, it was reported that a few days ago, the brand e-commerce service provider, the fire bat e-commerce "new fire in the plain, the future of the bat" housewarming ceremony was successfully completed in the national mining center, which marked the official settlement of the company in Wuhan Optics Valley Central City. Tan Wei, Deputy Secretary of the Party Committee and Director of Optics Valley Central City, Wang Shaoyu, Member of the Party Committee and Deputy Director of Optics Valley Central City, Han Jie, Director of the Industrial Development Department of Optics Valley Central City, Liu Yuhuan, Section Chief of the Development and Reform Bureau of East Lake High-tech Zone, and Xu Qiang, President of Hubei E-commerce Association, attended the ceremony.
It is understood that the new headquarters of the fire bat e-commerce national procurement center is located at the intersection of high-tech avenue and optics valley sixth road, west of the Hubei Provincial Science and Technology Museum, adjacent to the Optics Valley administrative service center, located in the Optics Valley science and technology innovation corridor, gathering the world's top 500 cutting-edge enterprises, is the core hub of the global innovation network.
Zhong Yuqing, CEO of Firebat E-commerce, said: "The relocation of the headquarters is not only a physical displacement of the company, but also an important step in the company's strategic layout. In the future, the company will continue to uphold the spirit of innovation, actively expand the market, continuously improve its own strength, and provide customers with better products and services. ”
5. The GMV of the live broadcast room with Hui exceeded 600 million yuan in March, ranking first on Douyin
On April 2, it was reported that in March this year, the total GMV of the TOP20 on the Douyin delivery list was 5.012 billion yuan, an increase of 27% from 3.945 billion yuan in February. Among them, the live broadcast room with Hui ranked first with more than 600 million yuan, Yunshang Jewelry and Mr. Dong ranked second and third with about 328.1 million yuan and 328.0 million yuan respectively, and Dongfang Selection ranked fifth with 286 million yuan. (E-commerce News)
6. Douyin e-commerce: Consumers in Northwest China love Guifei Mang
On April 2, it was reported that Douyin e-commerce released the "Hainan Mango Science Popularization Guide", showing the consumption trend of consumers on the platform on fresh fruits. According to the illustrated book, Hainan mango is one of the most popular fruit types on the platform in the past year, with an average daily order volume of 274% year-on-year, followed by pineapple and papaya. High-quality supply and services have made e-commerce an important channel for consumers to buy fresh fruits. According to the guide, the number of women ordering Hainan mangoes is three times that of male consumers, with women between the ages of 30 and 35 being the main force. For example, because of its rich taste, high sweetness and juicy, Guifei Mango is loved by white-collar women, mothers and post-00s users (Generation Z) on the platform.
In the dry northwest, demand for mangoes in Hainan is strong, with Shaanxi, Shanxi and Gansu leading the daily orders. Thanks to live e-commerce, Taimang, which has the most moisture content, began to go out of the circle and was sold all over the country. Through the live broadcast room, the platform order volume of Hainan Taimango has increased by 280% year-on-year in the past year, making it one of the fastest growing mango varieties on the platform.
Douyin e-commerce data shows that during the event period from March 16 to March 25, the payment GMV of Hainan Mango on the platform increased by 190% year-on-year, and the order volume increased by 266% year-on-year. During the gold origin event, a total of 2.1 million consumers placed orders for Hainan agricultural specialties.
7. Jingdong has a maximum of 59 free shipping, which is free shipping when the hour reaches 29
On April 2, it was reported that after Jingdong lowered the free shipping threshold for self-operated goods in August last year, it has further optimized the free shipping policy for more products this year.
Now, on the basis of direct free shipping for ninety percent of third-party goods, Jingdong has popularized up to 59 free shipping for the rest of the third-party goods, not only free shipping for a single product, but also supports the order of goods in the same store. And home appliances, kitchenware, health products and other 13 categories of third-party goods, Jingdong is 0 yuan free shipping, that is, unlimited amount will be free shipping.
In addition, Jingdong Hour has also fully launched "free shipping over 29 yuan" and door-to-door delivery in as fast as 30 minutes, covering nearly 9 stores. According to the data, after lowering the free shipping threshold, the average daily value of JD hour's users increased by 25% compared with January.
For self-operated products, JD continued last year's free basic shipping for ordinary users over 59, supported cross-store orders, and JD PLUS members have unlimited amounts of free shipping throughout the year.
8. Kuaishou e-commerce beauty cross-border industry launched the "Whitening and Sunscreen Season" activity
On April 2, it was reported that the Kuaishou e-commerce "whitening and sunscreen season" activity will be from April 1st to April 15th, during the event, Kuaishou e-commerce will launch targeted support policies for different fields such as short videos, live broadcasts, and distribution.
In the brand distribution part, Kuaishou e-commerce will provide generous magnetic Taurus incentives, for merchants who sign up to participate, the platform will be ranked according to the settlement GMV of the distribution part, and the top 50 will be issued with different gradients of magnetic Taurus incentives, and the maximum incentive amount for a single merchant can reach 100,000 yuan.
For the live broadcast field, the platform will provide incentives for the two parts of merchant live broadcast and influencer distribution. For merchants, the platform will provide corresponding exposure incentives based on the incremental GMV performance of merchants during the event. For influencers, the platform will provide exposure traffic incentives with different gradients according to the GMV increment of influencers distributing beauty cross-border industry during the event.
In the trailer short video field, the platform will provide corresponding exposure rewards according to the incremental GMV of trailer short videos of cross-border beauty industry merchants, and influencers who distribute trailer short videos can get a basic incentive of 20,000 yuan for a single trailer after trailering. At the same time, according to the GMV of trailer short video distribution, influencers can get another 50,000-100,000 traffic incentives.
3. IPO investment and financing
1. "Jian Dan Campaign" completed tens of millions of yuan in Series A+ financing to accelerate the construction of a community intelligent health platform
36Kr learned that "Jiandan Sports" recently announced the completion of tens of millions of yuan in Series A+ financing, led by Guizhou Cultural Investment, followed by Maichun E-commerce.
"Solid Egg Sports" is a community intelligent health platform under Weining Technology, which has multiple brands such as "Solid Egg Fitness", "Egg Boy Squad", and "Lemon Vitality Pilates", covering community fitness, children's sports and other subdivisions. Among them, Jiandan Fitness currently has 300+ stores across the country, and it is expected to increase to 500+ stores by the end of 2024.
2. The "Duoduo Alumni Circle", an open interactive community for colleges and universities, completed an angel round of financing of millions of yuan, and is committed to creating a university version of "Little Red Book"
36Kr learned that Hangzhou Yunduo Network Technology Co., Ltd. (hereinafter referred to as "Duoduo Alumni Circle"), an open university interactive community, recently completed an angel round of financing of millions of yuan, which was exclusively invested by Masquerade Technology, a subsidiary of Sina Group. This round of funds will be mainly used for team expansion and business expansion, with the goal of achieving 2-3 times the user growth and the scale of college coverage.