New Consumer Daily, November 28th,The main contents of today’s new consumer daily are as follows: the number of M9 bookings in the world has exceeded 33,000; The report said that Shein submitted an IPO application in the United States; Tims Coffee Company increased its capital to US$ 150 million, an increase of about 24.9%.
Industry news
Meituan’s revenue in the third quarter was 76.47 billion yuan, a year-on-year increase of 22.1%.
On November 28th, Meituan released its financial report for the third quarter of 2023 as of the end of September. Revenue in the third quarter was 76.47 billion yuan, a year-on-year increase of 22.1%, and it is estimated to be 76.01 billion yuan; In the third quarter, core local business income increased by 24.5% year-on-year to RMB 57.69 billion, and new business segment income increased by 15.3% year-on-year to RMB 18.78 billion. Third quarter3.59 billion yuan, a year-on-year increase of 195.3%, and an estimated 2.92 billion yuan. By the end of the third quarter, the total order volume of instant delivery reached 6.2 billion, a year-on-year increase of 23%.
The revenue in the third quarter was 68.84 billion yuan, which greatly exceeded expectations.
Revenue in the third quarter was 68.84 billion yuan, up 94% year-on-year, and it is estimated to be 54.87 billion yuan. In the third quarter, the adjusted income per ADS is 11.61 yuan, and it is estimated to be 8.81 yuan. NON-GAAP net profit in the third quarter was 17.03 billion yuan, up 37% year-on-year.
Didi’s "collapse" for 12 hours is estimated to lose 10 million orders and 400 million turnover.
At about 10:30 am on November 28th, according to the reporter’s actual measurement of Didi Chuxing App in Guangzhou, it was found that Didi Chuxing, including online car service and bike-sharing, had returned to normal, and this comprehensive functional paralysis lasted for nearly 12 hours, which was also the longest breakdown of Didi Chuxing in recent years.
According to the financial report released by Didi Chuxing in the third quarter of 2023, the total transaction volume of China’s travel business in a single quarter was 72.5 billion yuan, and the average daily single volume reached 31.3 million. Based on the breakdown time, it is estimated that Didi will lose more than 10 million orders and more than 400 million transactions.
The number of M9 bookings in the industry exceeded 33,000.
On the afternoon of November 28th, Huawei held a press conference on the whole scene of Zhijie S7 and Huawei. At the meeting, Yu Chengdong, managing director of Huawei and chairman of BU, a smart car solution, said that the number of M9 bookings in the industry exceeded 33,000.
Huawei Whole House Intelligence 5.0 was officially released.
At today’s new product launch conference of Zhijie S7 and Huawei’s whole scene, Huawei’s whole house intelligence 5.0 was officially released, including the appearance of intelligent switch mondriaan, intelligent MINI Pro, music light of the voice of the sky, universal smart point, new UX interface of HarmonyOS and other products and functional upgrades. According to reports, Huawei’s whole house intelligence adopts PLC home connection, which supports controllable disconnection and the stability of equipment connection can reach 99.99%.
Tims Coffee Company increased its capital to USD 150 million, an increase of about 24.9%.
According to Tianyancha, on November 23rd, Tim (Shanghai) Catering Management Co., Ltd., an affiliated company of Tims Coffee, experienced industrial and commercial changes, and its registered capital increased from about US$ 120 million to about US$ 150 million, an increase of about 24.9%.
Cuddy Coffee and other 100 million companies set up a baking company.
According to Tianyancha, recently, Kuhong Baking (Anhui) Co., Ltd. was established, with the legal representative of Zhang Qingqiu and the registered capital of 100 million RMB. Its business scope includes food sales and consumption.Primary processing,And product sales, internet sales, beverage production, dairy production, grain processing food production, tea products production, liquor management, etc.According to the information, Kudi Technology (Wuhu) Co., Ltd. and Shanghai Hongshun Baina Technology Development Group Co., Ltd. hold 65% and 35% respectively.
Bawang Chaji and Chabaidao set up a new company.Technology research and development
According to Tianyancha, recently, Sichuan Chabenyuan Technology Co., Ltd. was established, with Shang Invention as its legal representative and a registered capital of 20 million RMB. Its business scope includes technology research and development, bio-based materials manufacturing and sales.Manufacturing and marketing, manufacturing and marketing of industrial textile products, manufacturing and marketing of paper products, etc. The panoramic view of the equity shows that the company is owned by Guochao Information Technology (Dongtai) Co., Ltd. and Sichuan Rongshang Jiahe Technology Co., Ltd., which are owned by Bawang Chaji, with 67% and 33% respectively.
It is worth mentioning that Sichuan Rongshang Jiahe Technology Co., Ltd. was established not long ago. The company is owned by Sichuan Huizhijie Enterprise Management Co., Ltd., Sichuan Shuxin Tongyuan Enterprise Management Consulting Co., Ltd. under Chabaidao, and Guochao Information Technology (Dongtai) Co., Ltd. under Bawang Chaji. 55%, 25% and 20% respectively.
Huawei MatePad Pro 11 tablet released at 4299 yuan for sale.
On the afternoon of November 28th, Huawei released the HUAWEI MatePad Pro 11 tablet at the full scene conference. The price of the 12GB+256GB version (including Wi-Fi) was 4,299 yuan, and the price of the 12GB+512GB version was 4,799 yuan. Yu Chengdong, managing director of Huawei and chairman of BU, a smart car solution, said that this is the world’s "thinnest 11-inch tablet" and the world’s first popular tablet supporting two-way Beidou satellite messages.
Australia will ban one-off imports from January next year.
Australian Health Minister Mark Butler announced on the 28th that Australia will ban disposable imports from January next year, and extend the import ban to non-therapeutic categories in March to reverse the "disturbing" growth trend of young people smoking e-cigarettes.
Zhiran Food Technology Landing in Huzhou
A few days ago, Professor Jiang Lianzhou, the founder and chairman of the plant meat track company Zhiran Company, revealed to reporters that the company had landed in Huzhou City and established Huzhou Zhiran Food Technology Co., Ltd.
Cross-border sailing is new
It is reported that Shein submitted an IPO application in the United States.
According to a report by Reuters on the 28th, the cross-border fast fashion e-commerce company Shein has secretly applied for listing in the United States, or will launch an initial public offering (IPO) in 2024. The US "Wall Street Times" said that Shein’s listing in the US may become one of the largest IPOs in recent years.
SHEIN was founded in Nanjing, China Shein 2012 and moved its headquarters to Singapore in 2021. According to the report, it sells clothing products to online shoppers in more than 150 countries at ultra-low prices, and the United States is its largest market. In a round of financing in May this year, the company was valued at about $66 billion. According to Singapore’s Lianhe Zaobao, in the global market announced by market research firm CB Insights,In the corporate valuation list, Shein ranked third with $66 billion.
China-Europe trains have accumulated more than 20,000 trains in ten years.
On the morning of November 28th, the X 8155th China-Europe train loaded with daily necessities, fitness equipment and other goods left Xi ‘an International Port Station for Hamburg, Germany, which indicated that China-Europe train (Xi ‘an) had been in operation for ten years since its first trip on November 28th, 2013, with a total of 20,897 trains.
At present, China-Europe Train (Xi ‘an) has opened 17 international transportation trunk lines, achieving full coverage of major sources of goods in Europe and Asia.
Express delivery of industry views
The whole city of Shenzhen in the first 10 months856.309 billion yuan, a year-on-year increase of 7.3%.
According to statistics from Shenzhen, from January to October, the total retail sales of social consumer goods in the city was 856.309 billion yuan, up 7.3% year-on-year. In terms of consumption types, retail sales of goods increased by 6.5%; Catering revenue increased by 14.8%. The sales of basic commodities were good, among which the retail sales of grain, oil and food in units above designated size increased by 12.9%.
Consumption-upgrading commodities maintained rapid growth, among which the retail sales of communication equipment and cosmetics of units above designated size increased by 20.4% and 11.0% respectively. Online retail sales continued to grow rapidly, and the retail sales of goods realized by units above designated size through the Internet increased by 26.4%.
The agency predicts that global TV shipments will fall below 197 million units for the first time in 2023.
On November 28th, according to the TrendForce Jibang Consulting Survey, despite this year’s European and American consumer price index () cool down, but the current high.The environment, the suppression of the overall business and consumer spending, coupled with the downturn in the property market, have suppressed the demand for TV. In addition, the price of TV panels rose sharply this year, causing brands to reduce the scale of large-scale promotional activities, resulting in the decline of TV shipments to 197 million units in 2023, down 2.1% year-on-year.
TrendForce Jibang Consulting said that TV brand shipments have increased quarter by quarter since this year. However, the growth rate in the traditional peak season in the fourth quarter was only 4.7%, and both the growth strength and shipments hit a new low in nearly 10 years, reaching only 54.55 million units, down 1.7% year-on-year.