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Taobao flash sale goes fully live 4 days in advance! Users nationwide can receive large red envelopes.
On May 2nd, Taobao's official Weibo announced that Taobao Flash Sale would be fully launched ahead of schedule. Starting today, users nationwide can use the Taobao Flash Sale entrance to receive large red envelopes to purchase takeout. According to previous official information from Taobao, the Flash Sale was originally scheduled to be fully launched on May 6th. Observing information related to Weibo, Xiaohongshu, and other Social Media platforms, it can be found that within two days of the Flash Sale launch, a large number of Consumers from various regions shared their purchases online, such as drinking milk tea for 0.1 yuan, having a meal for 2 yuan, eating blueberries and kiwifruit for 5 yuan, etc. In the comments section of Taobao's official Weibo, comments from Consumers requesting the launch in their respective cities have been flooding in. In addition, according to new
Naixue's Tea responded to the statement "If you can drink milk tea, you shouldn't drink water": this behavior was from individual franchise stores and has been stopped.
According to Sina Technology News, on the evening of April 29, a Nai Xue's tea store in Zhumadian, Henan recently displayed an "Important Notice": if you can drink milk tea, do not drink water. This notice has sparked controversy, with some Consumers believing the content is inappropriate. In response, Nai Xue's tea stated to Sina Technology that after investigation, this action was taken by an individual franchise store, and headquarters has immediately halted it and ordered the removal of the related content. The company will further strengthen store management to prevent similar incidents from happening again. (Luo Ning)
NAYUKI: Annual Report 2024
Hong Kong stocks are moving differently | The popular subscriptions by Auntie from Shanghai have driven the tea beverage stocks higher, with Nayuki's Tea rising over 8% and Gu Ming rising over 7%.
The tea drink stocks strengthened in the morning session. As of the time of writing, Nayuki's Tea (02150) rose by 8.16%, priced at 1.06 HKD; Gu Ming (01364) increased by 7.47%, priced at 25.9 HKD; and Mi Xue Group (02097) grew by 4.71%, priced at 511 HKD.
Hong Kong stocks are moving unusually | Dining stocks are rising across the board as multiple regions plan to introduce special action plans to boost consumer spending. In March, the growth rate of dining retail sales accelerated.
Dining stocks are rising across the board. As of the time of this report, YUM CHINA (09987) is up 8.36%, trading at 360.2 Hong Kong dollars; XIABUXIABU (00520) is up 6.15%, trading at 0.69 Hong Kong dollars; Naixue's Tea (02150) is up 5.26%, trading at 1 Hong Kong dollar; JIUMAOJIU (09922) is up 2.71%, trading at 2.65 Hong Kong dollars.
[Brokerage Focus] Guosheng Securities gives Naixue's Tea (02150) a "Shareholding" rating and will continue to adjust stores while focusing on the Global Strategy for green health.
Jingwu Finance | Guosheng Securities released a Research Report indicating that Naixue Tea (02150) announced its performance for the year 2024. Revenue is 4.921 billion yuan, a year-on-year decrease of 4.7%, and adjusted Net income is -0.919 billion yuan compared to 0.021 billion yuan in the same period last year. Revenue has slightly declined, profit margins are under pressure, and there is a significant loss in performance. 1) The slight decline in revenue is mainly due to pressure on store income and the closure of some poorly performing direct stores: the average daily income per store in 2024 is 0.0072 million yuan, a year-on-year decrease of 29.1%; at the end of 2024, there are 1453 direct stores, a net decrease of 121 stores compared to the end of 2023, and there are 3 franchise stores.