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Consumption Reference丨Under the "Plastic Restriction Order", a possible 100 billion market exists

On September 15, the National Development and Reform Commission and the Ministry of Ecology and Environment issued the "Action Plan for Plastic Pollution Control during the 14th Five-Year Plan" (hereinafter referred to as the "Plan").

According to the main goals of the "Plan", by 2025, the effectiveness of the entire chain of plastic product production, circulation, consumption, recycling, and terminal disposal will be more significant, and white pollution will be effectively curbed.

In terms of source reduction, the irrational use of disposable plastic products in key areas such as commodity retail, e-commerce, takeout, express delivery, and accommodation has been greatly reduced. E-commerce express shipments have basically no longer been repackaged. The application scale of recyclable express packaging has reached 10 million.

The concept of environmental protection and plastic reduction has gradually become popular, and many companies have already implemented plastic reduction measures in the product chain.

Last year, Apple announced that it would cancel the charging heads of all iPhone 12 models due to environmental considerations, thereby reducing the packaging volume and cost burden of the mobile phone.

On September 15 this year, according to Apple’s official website, Apple decided to no longer use plastic film to cover the packaging boxes of iPhone 13 and iPhone 13 Pro, thus reducing the use of plastic by up to 600 tons.

Multi-department law enforcement actions to ban plastic bags have achieved certain results. On September 16, the Hainan Provincial Information Office held a press conference on typical cases of the province’s plastic ban. According to Gao Jin, deputy director of the Market Supervision and Administrative Law Enforcement Bureau of the Hainan Provincial Administration for Market Regulation, so far, 3,185 cases have been filed for plastic ban enforcement in Hainan, and 2,404 cases have been closed, with a fine of more than 5 million yuan.

As of August 25, Hainan has seized more than 10 million disposable non-degradable plastic products, and the value of the goods involved exceeds one million yuan. The law enforcement work on the plastic ban has achieved remarkable results.

According to KPMG, the EU plastic waste recycling and reuse rate was 42% in 2018, using the amount of waste transferred to recycling waste pre-treatment plants as the numerator. At the same time, in 2018, the European Union stipulated that the recycling rate of packaging waste plastics should reach 55% in 2030.

In my country, the physical recycling rate of waste plastics remained above 30% from 2017 to 2019. Compared with the EU, there is still much room for improvement in my country's plastic recycling rate.

According to the Material Recycling Association, the domestic waste plastic recycling volume in 2019 was approximately 18.9 million tons, a year-on-year increase of 3.3%, and the recycling amount was approximately 100 billion yuan. Policies have accelerated the release of domestic plastic recycling demand exceeding RMB 100 billion.

With favorable policies, degradable plastic concept stocks are rising.

On September 16, Danhua Technology rose by 10.10% to close at 5.34 yuan; Huaxin New Materials rose by 19.98% to close at 20.12 yuan; Guoli Technology rose by 19.98% to close at 12.79 yuan; Xinjiang Tian The industry rose 3.32% to close at 12.46 yuan; Tianyuan shares rose 9.98% to close at 14.32 yuan.

On the same day, the Shanghai Composite Consumer 80 Index closed at 6837.49 points, an increase of 0.04%.

Ministry of Commerce: Carry out regular consumption promotion activities

On September 16, the Ministry of Commerce issued a notice on further improving the current key work of promoting consumption in the commercial field. The "Notice" mentioned that regular consumption-promoting activities should be carried out. Under the premise of epidemic prevention and control, we will seize the peak consumption seasons such as the Mid-Autumn Festival, National Day, New Year's Day, and Spring Festival, focus on key areas such as automobiles, home appliances, home furnishings, and catering, and organize various events that integrate business, travel, culture, and sports, combine online and offline, and link up urban and rural areas. Class-related consumption promotion activities use festivals to gather momentum, use festivals to revitalize the city, and use festivals to promote business, further enhance market popularity and release consumption potential.

National Development and Reform Commission: Some administrative restrictions on consumption and purchase will be lifted in an orderly manner

On September 16, Chang Tiewei, deputy director of the Employment Department of the National Development and Reform Commission, said that some administrative restrictions on consumption and purchases will be lifted in an orderly manner. Regulations that restrict consumption and purchases will be relaxed, market access in the service consumption field will be relaxed, and blockades will be opened. While epidemic prevention and control is normalized, scientific and flexible management will be added to ensure the basic consumption activities of the people.

The pork sector continues to rise

Many places have increased the total amount of pork purchases and storage, and the National Development and Reform Commission said that pig prices may rebound.

On September 16, the pork sector opened lower and moved higher. As of press time, the sector had increased by 2.89%, the largest increase in the past 28 trading days. In terms of individual stocks, New Hope rose by more than 8%, Tiankang Biotech rose by more than 6%, Zhengbang Technology, Superstar Agriculture and Animal Husbandry, and Lihua Stock rose by more than 5%. Wen's Stock, Yisheng Stock and other stocks followed suit.

Tang Renshen: The industry has been experiencing overall losses for more than 3 months

On September 6, Tang Renshen Company stated that it is currently at the bottom of the pig cycle, and the industry has been experiencing overall losses for 3 months. It has been more than a month. Due to the increase in feed costs and epidemic prevention costs in this pig cycle, the comprehensive cost of breeding in the industry has increased significantly. As a result, the industry's losses are significantly higher than at the bottom of previous pig cycles. All we can do now is to continue to do a good job. Internal strength can reduce costs, improve labor efficiency, enhance employee capabilities and confidence, and overcome difficulties. In the first half of this year, the company produced 869,500 pigs, with fat pig sales accounting for nearly 40% and piglet sales accounting for about 60%. Since the third quarter, due to the sharp decline in piglet prices, the company has increased fattening, and the proportion of fattened pig sales has increased significantly.

Chinese importers relax test weight requirements for rain-affected French wheat

On September 15, according to media reports, traders familiar with the matter said that Chinese buyers had agreed A key quality specification for French wheat for upcoming shipments has been relaxed in response to rain-damaged French wheat. It is reported that France is the largest grain producer in the EU and has become an important wheat supplier to China in the past two years due to fluctuations in trade relations between China and other supplier countries and China's push to replenish grain stocks.

The Ministry of Agriculture and Rural Affairs will issue the "14th Five-Year Plan for National Agricultural Products Storage and Preservation Cold Chain Logistics Construction Plan"

On September 16, according to the Ministry of Agriculture and Rural Affairs, the next step is to The Ministry of Rural Affairs will work with the National Development and Reform Commission, the Ministry of Finance and other departments to conscientiously implement the overall arrangements of the Party Central Committee and the State Council on the implementation of the rural revitalization strategy, and actively promote the construction of cold chain logistics facilities for warehousing and preservation of agricultural products.

Moutai confirms that it will release more than 7,500 tons of Moutai liquor during the double festival

On September 16, according to the International Financial News Network, the relevant person in charge of Moutai responded that market news "2021 During the Mid-Autumn Festival and National Day, the total amount of Moutai liquor put on the market will be guaranteed to be more than 7,500 tons. With the two new products of Moutai 1935 and Xiangyi Wuzhou Moutai, Moutai will put a total of more than 8,000 tons." It is true, and said that this move is Moutai A strategy to ensure stock availability and stable prices during double festivals.

Luzhou Laojiao: National key cultural relics and national treasure cellars, etc. are not damaged and production and operations are normal

On September 16, according to Sichuan client news, 6.0 occurred in Lu County, Luzhou City magnitude earthquake. In response to this, Luzhou Laojiao said on its official Weibo that the company immediately launched an emergency plan and carried out a comprehensive investigation. The national key cultural relics and national treasures Jiazi, Chunyang Cave, Zuiweng Cave, Longquan Cave and Taotanku were not damaged. The company No damage has been found to the facilities and equipment of the production base and the office building. Currently, the company's production and operations are normal.

Luzhou Laojiao donated 20 million yuan in cash

On September 16, Luzhou Laojiao issued an announcement stating that in order to effectively fulfill its social responsibilities and help people in the disaster area tide over the difficulties and rebuild their homes, The company decided to donate 20 million yuan in cash to support earthquake relief and post-disaster reconstruction work in the disaster area.

The earthquake caused more than 170 wine storage tanks of Luzhou Chennianjiao Winery to rupture

On September 16, according to Sichuan news, Luzhou Chennianjiao Winery Co., Ltd. was affected by the earthquake. More than 170 porcelain jars in the wine storage warehouse were damaged and cracked, and more than 200 tons of high-concentration liquor leaked. Sichuan Firefighters continued to dilute the leaked liquor for nearly three hours, and the current alcohol concentration is still at a dangerous level.

Lehui International: is planning a "30-kilometer fresh beer hall" brand chain system

On September 16, Lehui International stated on the investor interaction platform that the company is planning a "30-kilometer fresh beer hall" brand chain system.

"Kilometer Fresh Beer Hall" brand chain system. The first "drinking station" has opened on Yongkang Road, Shanghai; the first directly-operated store of the "bistro" model is located in Minhang District, Shanghai, and will open during the National Day holiday; the second store will open in Pudong, Shanghai at the end of October .

The brand chain system will combine direct sales and franchising to rapidly expand in Jiangsu, Zhejiang and Shanghai. In conjunction with the company's preliminary fresh beer supply chain network in the region, short-term craft beer will be delivered as quickly as possible at the nearest distance. to consumers.

Yum China: Due to the decline in profits caused by the Delta variant, the target of opening 1,300 stores this year remains unchanged

On September 15, Yum China issued announcements in Hong Kong and the United States, mainly reminding The impact of the Delta variant strain on its performance. At the same time, the announcement also stated that the company’s adjusted operating profit excluding special items in the third quarter may fall by approximately 50% to 60% compared with the same period last year.

As soon as this news came out, Yum China’s US stock price immediately fell sharply. On that day, the company’s market value evaporated by US$1.523 billion, equivalent to approximately 9.8 billion yuan. At the close of trading on September 16, Yum China's US stocks fell 5.91% to US$57.6; Yum China's Hong Kong stocks fell by 2.72% to US$443.6.

Yum China established a new technology company in Nanjing

On September 15, according to the National Enterprise Credit Information Disclosure System, Shusheng (Nanjing) Information Technology Co., Ltd. was established with a legal representative The person is Huang Huagang, with a registered capital of 70 million yuan, and its business scope includes big data services; artificial intelligence application software development; information system integration services; electronic product sales, etc. According to shareholder and investment information, the company is indirectly wholly-owned by Yum! China Holdings Co., Ltd.

Wenheyou established a new company in Nanjing

On September 15, according to the National Enterprise Credit Information Publicity System, Nanjing Wenhe New Catering Culture Co., Ltd. was established with a registered capital of 5 million RMB, the legal representative is He Hao, and its business scope includes catering services; food Internet sales; alcohol business; alcohol product production; bar services, etc. Shareholder information shows that the company is wholly owned by Hunan Wenheyou Crayfish Co., Ltd.

Previously on September 9, Wenheyou Crayfish Company participated in the establishment of Nanjing Xinwenmei Commercial Investment Co., Ltd., with its business scope including asset appraisal; engaging in investment activities with its own funds.

Xiaolongkan established an enterprise management company

On September 15, according to the National Enterprise Credit Information Publicity System, Sichuan Xiaolong Tengfei Enterprise Management Co., Ltd. was established, with the legal representative Xia Linxiao, The registered capital is RMB 2 million, and its business scope includes enterprise management. The equity penetration chart shows that the company is wholly owned by Sichuan Xiaolongkan Holding Group Co., Ltd.

Mixue Bingcheng established a new international food company

On September 14, according to the national enterprise credit information publicity system, Daka International Food (Guangxi) Co., Ltd. was established with a registered capital of 50 million yuan, the legal representative is Zheng Shuangshuang, and its business scope includes food production; food sales; food import and export; goods import and export, etc. Shareholder information shows that the company is indirectly wholly-owned by Mixue Bingcheng Co., Ltd.

Up to now, Mixue Bingcheng has invested in and established more than 20 subsidiaries in many places across the country. The investments involve catering, agriculture, supply chain, education technology, investment, international trade and other fields. The ratio is mostly 100%.

Community chain store retail operator "Biyide" received hundreds of millions of yuan in growth-stage financing

On September 16, according to 36Kr news, the hard-discount community chain store retail operator "Biyide" "Yide" has recently completed hundreds of millions of yuan in growth-stage financing, exclusively invested by Argan Capital, with BDA Partners serving as the exclusive financial advisor. Philipp Spangenberg, founder and CEO of BYD, said that this round of financing will be mainly used for offline store expansion.

Texhong’s 200 convenience stores were put on clearance sale

On September 15, the announcement of Tianhong Co., Ltd., a listed department store company, showed that it had reviewed and approved the “Proposal on Signing” and planned to transfer it to external parties. Lawson (China) Investment Co., Ltd. intends to participate in the transfer of the underlying equity of the wholly-owned subsidiary Tianhong Weiwo. Rainbow stated that the transfer of the convenience store was out of consideration for optimizing resource allocation and focusing on key strategic development.

Tianyin Holdings’ wholly-owned subsidiary listed for transfer of 34% equity of Beijing Yitian Xindong Network Technology Co., Ltd.

On September 16, Tianyin Holdings issued an announcement stating that its wholly-owned Subsidiary Tianyin Communications Co., Ltd. plans to transfer its 34% stake in Beijing Yitian Xindong Network Technology Co., Ltd. through a listing transaction, with a minimum listing price of RMB 219.9382 million.

Tencent Games: Minors will not be able to enter the game experience on September 18th

On September 16th, according to the announcement on Tencent Games’ WeChat public account, minors will be able to experience the game on September 17th. Log in to the game between 20:00 and 21:00 every day (Friday) and September 19th to September 21st (Mid-Autumn Festival holiday). You will not be able to enter the game experience on September 18th (Saturday, working day).

In August, Tencent’s “Peace Elite” and “PUBGMobile” attracted US$270 million in global revenue

On September 16, according to Sensor Tower store intelligence data, in August 2021, Tencent’s “Peace Elite” "Elite" and "PUBGMobile" attracted US$270 million in the global App Store and Google Play, an increase of 4.7% compared to August 2020, and continued to top the global mobile game best-selling list. Tencent’s “Honor of Kings” ranked second on the list with revenue of US$256 million. The other three games in the top five on the list are MiHoYo’s “Genshin Impact”, Sony’s “Fate/Grand Order” and Niantic’s “Pokémon GO”.

Changxin Technology: The company has been committed to the construction of the "Yuan Universe" industrial chain

On September 16, Changxin Technology stated on the investor interaction platform that the company has been committed to the "Yuan Universe" industrial chain construction. The construction of the "Universe" industrial chain provides Facebook with the latest VR Quest2 display module, and also provides VR head-mounted display modules for domestic VR giants.

The online activity platform "WoWo" completed over 10 million yuan in financing

On September 16, according to the investor Panda Capital's WeChat official account, "WoWo", which focuses on real-time online event scenarios, "Wo" completed over 10 million yuan in Pre-A round financing, exclusively invested by Panda Capital. This round of financing is mainly used for the continuous polishing of the product system, community operations and team building improvement, etc., aiming to explore a new generation of Internet social consumption scenarios.

Shushuo Story announced the completion of 250 million yuan in financing

On September 16, according to data from Shushuo Story WeChat official account, big data and AI intelligent application provider Shushuo Story announced the completion of 250 million yuan in Series C+ financing. This round of financing was jointly led by Shunwei Capital and Xiaomi Group. The funds raised in this round will be used in four major aspects: accelerated upgrading of the PaaS ecosystem, efficient updates of application products, continued development of the industry ecosystem, and comprehensive development of overseas business.

Canva completed US$200 million in financing

On September 15, according to the Canva WeChat public account, the visual communication platform Canva announced the completion of a new round of US$200 million. Financing, the company’s valuation reached US$40 billion. This round of financing was led by T. Rowe Price, Franklin Templeton, Sequoia Capital Global Equities, Bessemer Venture Partners, Greenoaks New and existing investors including Capital, Dragoneer Investments, Blackbird, Felicis and AirTree Ventures also participated.

Online music sparring platform Kuaipailian shuts down its “real-person sparring business”

On the evening of September 15, the online music sparring platform Kuaibaipian announced that the “real-person sparring business” has ceased development. , but the artificial intelligence sparring courses will be retained. For users who purchase live courses, the company will provide corresponding AI intelligent sparring courses for redemption and compensation. This is the second online quality education company to announce the suspension of its main business due to operating pressure, after Quguocai.

Kuaishou: 17 accounts were fined for publishing financial information in violation of regulations

On September 16, according to the WeChat public account of Kuaishou Blackboard, Kuaishou Qinglang·Business Website Platform and "Auto "Media" issued a special rectification announcement (fourth issue) for illegal editing and editing of financial information.

The list shows that 17 accounts have been punished in this issue of ***. Among them, two accounts, Jinguzz and short-term board trading, have been banned for 90 days, and two accounts, namely Stock Stock Supporting the Family and Good Defense and Good Attack, have been banned. 40 days.

Weibo: Over 10,000 accounts that published harmful information about current affairs were dealt with in August

On September 16, according to official Weibo news from the Weibo administrator, the Weibo Community Management Center Work announcements on illegal and illegal content and related account dispositions will be published on a monthly basis. Based on complaints from netizens and proactive inspections, more than 252,000 Weibo posts were blocked and deleted in August. Disposal measures such as blocking and deletion were adopted. 10,354 accounts that published harmful information on current affairs were prohibited from posting Weibo posts and comments, and restricted Disposal measures such as accessing and closing accounts (increased by 4% from the previous month).

Huabei launches bill assistant: advocating rational consumption

According to the Huabei page, Huabei has recently launched a bill assistant, adding new bill management, progress reminders, overage warnings, and repayments. Suggest new features. At the end of last year, in order to promote rational consumption, Huabei also lowered the quotas of some young users and launched a quota management function. Ant Group responded that Huabei is currently adjusting the quotas of some young users to advocate more rational consumption habits.

New Oriental Online lost 1.658 billion yuan in fiscal year 2021

On September 16, Hong Kong stock New Oriental Online released its annual report for fiscal year 2021. The company achieved operating income of 1.419 billion yuan from June 1, 2020 to May 31, 2021, a year-on-year increase of 31.29%, and a net loss attributable to the parent company of 1.658 billion yuan, a year-on-year increase of 123.50%.

IT training institution Naixue Education received 50 million yuan in Series A1 financing

On September 15, according to Meihua Venture Capital’s official WeChat news, IT vocational education platform Naixue Education recently completed 5,000 The A1 round of financing of RMB 10,000 was led by Meihua Venture Capital, followed by Taiya Investment, and followed by old shareholders 58 Industry Fund and Zhongying Venture Capital. Yuze Capital served as the exclusive financial advisor. This financing will be mainly used for C-side course product development and B-side business expansion.

After completing the acquisition of Longxing Investment, China Education Holdings indirectly controls Chengdu Jincheng College

On the evening of September 15, China Education Holdings issued an announcement stating that it had completed the acquisition on September 14, 2021. The acquisition of Longxing Investment was completed on the same day. Longxing Investment Co., Ltd. directly owns 51% of the equity of the target entity and indirectly owns 51% of the hosting rights of Chengdu Jincheng College. It has become an indirect wholly-owned subsidiary of China Education Holdings.

Prada will hold major shows in Shanghai and Milan at the same time

On September 16, according to the "Women's Wear Daily" news, the Italian luxury brand Prada will hold the 2022 Show in Shanghai on September 24. Spring/summer collection launch. The launch will coincide with Prada's fashion show in Milan.

The same collection of clothing will be displayed at the conferences held in the two places, but the theme of the show layout and the models participating in the catwalk will be different.

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