A possible 100 billion market under the "plastic limit order" for consumption reference

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

According to the main goal of the plan, by 2025, the whole chain management effect of plastic products production, circulation, consumption, recycling and terminal disposal will be more remarkable, and white pollution will be effectively curbed.

In terms of source reduction, the unreasonable use of disposable plastic products in key areas such as commodity retail, e-commerce, take-away, express delivery and accommodation. It has been greatly reduced, e-commerce express mail has basically achieved no secondary packaging, and the application scale of recyclable express packaging has reached100000 pieces.

The concept of environmental protection and plastic reduction has been deeply rooted in people's hearts, and many enterprises have implemented plastic reduction measures in the product chain.

Last year, Apple announced that it would cancel all models of charging heads for iPhone 12 for environmental reasons, thus reducing the packaging volume and cost burden of mobile phones.

On September 15 this year, according to Apple official website, Apple decided not to cover the packaging boxes of iPhone 13 and iPhone 13 Pro with plastic film, thus saving 600 tons of plastic.

Multi-sectoral enforcement actions to ban plastics have achieved certain results. On September 16, Hainan Provincial Information Office held a press conference on typical cases of plastic ban in the province. According to AG, deputy director of the Market Supervision Administrative Law Enforcement Bureau of Hainan Provincial Market Supervision Administration, up to now, Hainan has filed 3 185 cases to ban plastic enforcement, and closed 2,404 cases, with a fine of more than 5 million yuan.

As of August 25th, Hainan has seized more than one-off non-degradable plastic products1000000, involving more than RMB10000000, and the enforcement of plastic ban has achieved remarkable results.

According to KPMG's data, the recovery rate of plastic waste in the EU in 20 18 was 42%, and the amount of waste transferred to the recycling waste pretreatment plant was used as the molecular calculation. At the same time, in 20 18 years, the EU stipulated that the recycling rate of packaging waste plastics would reach 55% in 2030.

In China, from 20 17 to 20 19, the physical recovery rate of waste plastics remained above 30%. Compared with the EU, there is still much room for improvement in the plastic recovery rate in China.

According to the statistics of Material Recycling Association, in 20 19 years, domestic plastics were recycled and reused about18.9 million tons, up by 3.3% year-on-year, and the amount recovered was about 1000 billion yuan. The policy has accelerated the release of domestic plastic recycling demand by more than 1000 billion yuan.

The policy is favorable, and the concept stocks of degradable plastics have risen.

On September 16, Danhua Technology rose 10. 10% to close at 5.34 yuan; Huaxin New Materials rose 19.98% to close at 20. 12 yuan; National science and technology rose 19.98%, closing at 12.79 yuan; Xinjiang Tianye rose 3.32% to close at 12.46 yuan; Tianyuan shares rose 9.98% to close at 14.32 yuan.

On that day, the Shanghai Consumer 80 Index closed at 6837.49 points, up 0.04%.

Ministry of Commerce: Carry out Normalization Activities to Promote Consumption

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

Development and Reform Commission: Some administrative restrictions on consumption and purchase will be cancelled 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 purchase would be lifted in an orderly manner, market access in the service consumption sector would be relaxed, and congestion points would be opened. At the same time, the epidemic prevention and control will be normalized, scientific and flexible management will be strengthened, and people's basic consumption activities will be guaranteed.

Pork plate continues to rise

Increase the total amount of pork storage and storage in many places, and the National Development and Reform Commission said that the price of live pigs may rebound.

On September 16, the pork plate opened lower and went higher. As of press time, this sector rose by 2.89%, the biggest increase in nearly 28 trading days. In terms of individual stocks, New Hope rose by more than 8%, Tiankang Bio rose by more than 6%, Zhengbang Technology, Superstar Agriculture and Animal Husbandry, Lihua shares rose by more than 5%, and Shi Wen shares, Yisheng shares and other stocks followed suit.

Tang Renshen: The whole industry has been losing money for more than three months.

On September 6th, Tang Renshen Company said that it was at the bottom of the pig cycle, and the overall loss of the industry had exceeded 3 months. Due to the increase of feed cost and epidemic prevention cost, the comprehensive cost of industry breeding has greatly increased in this round of pig cycle, resulting in industry losses. This range is much higher than that at the bottom of the previous pigging cycle; What we can do now is to constantly practice internal strength, reduce costs, improve work efficiency, enhance the ability and confidence of employees and tide over difficulties. In the first half of this year, the company achieved the slaughter of 869,500 pigs, of which the sales of fat pigs accounted for nearly 40% and the sales of piglets accounted for about 60%. Since the third quarter, due to the large drop in the price of piglets, the company has increased its fattening efforts, and the proportion of sales of fat pigs has increased significantly.

Affected by rainfall, China importers relaxed their requirements for bulk density of French wheat.

On September 15, according to media reports, according to traders familiar with the situation, China buyers have agreed to relax a key quality specification of the French wheat to be shipped soon, in order to cope with the situation that the quality of French wheat is damaged by rain. It is reported that France is the largest grain producer in the European Union. In recent two years, due to the fluctuation of China's trade relations with other suppliers and China's efforts to replenish grain stocks, France has become an important wheat supplier in China.

The Ministry of Agriculture and Rural Affairs will issue the "14th Five-Year Plan" for the construction of cold chain logistics for the storage and preservation of agricultural products in China.

September 16 According to the Ministry of Agriculture and Rural Affairs, the Ministry of Agriculture and Rural Affairs, together with the National Development and Reform Commission, the Ministry of Finance and other departments, will conscientiously implement the overall deployment 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 agricultural products storage and preservation.

Maotai confirmed that Shuang Jie promised to put in more than 7,500 tons of Moutai.

On September 16, according to the international financial news network, the relevant person in charge of maotai responded that the market news "202 1 Mid-Autumn National Day, the total amount of maotai will be more than 7,500 tons, plus two new products, maotai 1935 and Xiangyi Wuzhou maotai, the total amount of maotai will be more than 8,000 tons" is true, and it is said that this move is for maotai.

LU ZHOU LAO JIAO CO.,LTD Co., Ltd.: National key cultural relics such as Guobaokeng are undamaged, and their production and operation are normal.

On September 16, according to the client news released by Sichuan, an earthquake of magnitude 6.0 occurred in Lu Xian County, Luzhou City. In response, LU ZHOU LAO JIAO CO.,LTD Co., Ltd. responded in the official Weibo that the company immediately launched an emergency plan and conducted a comprehensive investigation. National key cultural relics such as Jiaochi, Chunyang Cave, Zuiweng Cave, Longquan Cave and Tan Tao Library were not damaged, and the company's production base facilities and office buildings were not damaged. At present, the company's production and operation are normal.

LU ZHOU LAO JIAO CO.,LTD Co., Ltd. donated 20 million yuan in cash.

On September 16, LU ZHOU LAO JIAO CO.,LTD Co., Ltd. announced that in order to fulfill its social responsibility, help the people in the disaster areas tide over the difficulties and rebuild their homes, the company decided to donate 20 million yuan in cash to support the earthquake relief and post-disaster reconstruction in the disaster areas.

The earthquake caused the rupture of more than 70 wine storage tanks in Luzhou Chennianjiao Liquor Industry/KLOC-0.

On September 16, according to Sichuan, Luzhou Chennianjiao Liquor Co., Ltd. was affected by the earthquake, and more than 70 porcelain jars in the wine storage warehouse/Kloc-0 were damaged and cracked, and more than 200 tons of high-concentration liquor leaked. Sichuan fire department continued to dilute the leaked liquor for nearly 3 hours, and the alcohol concentration was still at a dangerous value.

Le Hui International: The brand chain system of "30km draft beer hall" is being planned.

On September 16, Le Hui International said on the platform of investor interaction that the company was planning the brand chain system of "30km draft beer hall". The first "Dajiu Station" has been opened in Yongkang Road, Shanghai. The first direct store in the "bistro" mode is located in Minhang District, Shanghai, and will open during the Eleventh Five-Year Plan. The second store will open in Pudong, Shanghai at the end of/kloc-0. The brand chain system will initially expand rapidly in Jiangsu, Zhejiang and Shanghai by combining direct operation and franchise, and cooperate with the draught beer supply chain network initially formed by the company in this area to deliver the refined draught beer with short capital preservation to consumers as soon as possible in the shortest distance.

Delicious! China: The target of opening 65,438+0,300 stores this year remains unchanged due to the decline of Delta variant's profit.

September 15, Yum! China made announcements in Hongkong and the United States, mainly indicating the influence of Delta mutant strain on its performance. At the same time, the announcement also said that the company's adjusted operating profit in the third quarter was not included in special projects or decreased by about 50% to 60% compared with the same period last year.

As soon as this news came out, Yum's share price! China's US stocks plunged immediately. On the same day, the company's market value evaporated by 65.438+52.3 million US dollars, or about 9.8 billion RMB. September 16 closing, Yum! China stocks fell 5.9 1% to $57.6; Delicious! China shares fell 2.72% to HK$ 443.6.

Delicious! China set up a new technology company in Nanjing.

/kloc-In September of 0/5, according to the national enterprise credit information publicity system, with Huang as the legal representative, several voices (Nanjing) Information Technology Co., Ltd. was established with a registered capital of 70 million yuan, and its business scope includes big data services; Development of artificial intelligence application software; Information system integration service; Electronic product sales, etc. According to the information of shareholders and capital contribution, the company is indirectly wholly owned by Yum! Brand China Holdings Limited.

Wen Heyou set up a new company in Nanjing.

/kloc-In September of 0/5, according to the national enterprise credit information publicity system, Nanjing Wenhexin Catering Culture Co., Ltd. was established with a registered capital of 5 million yuan and its legal representative is Hao, and its business scope includes catering services. Internet sales of food; Liquor business; Wine production; Bar service, etc. According to shareholder information, the company is wholly owned by Hunan Wenheyou Crayfish Co., Ltd.

Prior to September 9, Wenheyou Crayfish Company established Nanjing Xinwenmei Commercial Investment Co., Ltd., and its business scope includes asset appraisal; Engage in investment activities with own funds, etc.

Xiaolongkan established an enterprise management company.

/kloc-in September of 0/5, according to the national enterprise credit information publicity system, Sichuan Xiaolong Tengfei Enterprise Management Co., Ltd. was established, with the legal representative Xia and the registered capital of 2 million yuan. Its business scope includes enterprise management. The equity penetration chart shows that the company is wholly owned by Sichuan Xiaolongkan Holding Group Co., Ltd.

A new international food company was established in Michele Ice City.

/kloc-in September of 0/4, according to the national enterprise credit information publicity system, Daka International Food (Guangxi) Co., Ltd. was established with a registered capital of 50 million RMB, legal representative Zheng Shuangshuang, and its business scope includes food production. Food sales; Food import and export; Import and export of goods. According to the information of shareholders, the company is indirectly wholly-owned by Mixue Ice City Co., Ltd.

Up to now, Mixue Ice City has set up more than 20 subsidiaries in many places across the country, and the investment involves catering, agriculture, supply chain, education and technology, investment, international trade and other fields, and most of the investment ratio is 100%.

The retail operator of community chain store "Bi Yide" has obtained hundreds of millions of yuan in growth financing.

On September 16, according to the news of 36Kr, the retail operator of hard discount community chain store "Bi Yide" recently completed several hundred million yuan of growth financing, which was exclusively invested by Argan Capital, and BDA partners served as exclusive financial advisers. Philipp Schmidt, founder and CEO of Biyide, said that this round of financing will be mainly used for offline store expansion.

200 convenience stores above the rainbow were cleared for sale.

On September 15, Rainbow Top, a department store listed company, announced that it had reviewed and approved the Proposal on Signing, and planned to transfer 0/00% equity of its wholly-owned subsidiary/kloc-0 to Rainbow Top, and Rosen (China) Investment Co., Ltd. was interested in participating in the transfer of the target equity. Guo Caihong said that the transfer of convenience stores is for the purpose of optimizing resource allocation and focusing on key strategic development.

A wholly-owned subsidiary of Yin Tian Holdings was listed to transfer 34% equity of Beijing Yi Tian Xindong Network Technology Co., Ltd.

On September 16, Yin Tian Holdings announced that its wholly-owned subsidiary, Yin Tian Communication Co., Ltd., intends to transfer its 34% equity in Beijing Yi Tian Xindong Network Technology Co., Ltd. by listing, with a reserve price of 265,438 yuan+09,938,200 yuan.

Tencent games: September 18 Minors cannot enter the game experience.

On September 16, according to the official account announcement of tencent games wechat, minors can go on September 17 (Friday), September 19-September 2 1 day (Mid-Autumn Festival holiday) and September 18 (Friday).

In August, Tencent's "Peace Elite" and "PUBGMobile" attracted 270 million US dollars worldwide.

16 September, according to the intelligence data of Sensor Tower Store, in August of 200212002, Tencent's Peace Elite and PUBGMobile attracted 270 million US dollars in the global App Store and Google Play, an increase of 4.7% compared with August of 2020, ranking first in the global mobile game bestseller list. Tencent the glory of the king ranked second on the list with revenue of $256 million. The other three games in the top five are Miha Tour to Genshin Impact, Sony's Fate/GrandOrder and Niantic's Poké mongo.

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

On September 16, Changxin Technology said on the investor interaction platform that the company has been committed to the construction of the "Hyperuniverse" industrial chain, providing the latest VR Quest2 display module for Facebook, and also providing VR head display module for domestic VR giants.

The online activity platform "Wo Wo" has raised over 10 million yuan.

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

Digital storytelling announced the completion of financing of 250 million yuan.

On September 16, according to the official account of digital storytelling WeChat, big data and AI intelligent application providers announced the completion of 250 million yuan of C+ round financing, which was jointly led by Shunwei Capital and Xiaomi Group. The funds raised in this round will be used for the accelerated upgrade of PaaS ecosystem, the efficient update of application products, the continuous deepening of industry ecosystem and the all-round development of sea business.

Canva can complete the financing of 200 million dollars.

On September 15, according to the official WeChat account of Canva, the visual communication platform Canva announced the completion of a new round of financing of 200 million US dollars, and the company's valuation reached 40 billion US dollars. This round of financing was led by T. Rowe Price. Franklin Templeton, Sequoia Capital Global Equities, Bessemer Venture Partners, new investors and existing investors such as Green Oaks Capital, Dragonier Investments, Blackbird, Felicis and AirTree Ventures followed suit.

Online music sparring platform closes "real sparring business"

On the evening of September 15, the online music sparring platform Kuaisparring announced that the "real person sparring business" would stop developing, but the artificial intelligence sparring course would be retained. For users who purchase real-life courses, the company will provide corresponding AI intelligent sparring courses for redemption and compensation. This is the second online quality education company to suspend its main business due to operational pressure after interesting eloquence.

Aauto, hurry up: 17 account was fined for publishing financial information in violation of regulations.

On September 16, according to the official account of Aauto Quicker Blackboard WeChat, a auto quickless Qinglang commercial website platform and "since the media" illegally compiled and released a special rectification announcement on financial information (Phase IV).

According to the list, * * * fined 17 accounts in this issue, of which two accounts, Jingu zz and Short-term Storm, were banned for 90 days, and two accounts, namely, stock trading to support the family and being good at attack and defense, were banned for 40 days.

Weibo: In August, there were more than 10000 accounts that handled and released harmful information.

On September 16, according to the official Weibo news of Weibo administrator, Weibo Community Management Center issued a monthly announcement on illegal content and related account disposal. According to complaints from netizens and active inspections, a total of 252,000 Weibo articles were blocked and deleted in August; The 10354 account that posts harmful information about current affairs is prohibited from posting Weibo and comments, restricting access and closing the account (up 4% from last month).

Online Billing Assistant: Advocating Rational Consumption

According to the introduction of the flower garden page, the flower garden recently launched a bill assistant, adding new functions such as bill management, progress reminder, excess warning and repayment suggestion. At the end of last year, in order to advocate rational consumption, Huayuan also lowered the quota of some young users and introduced the quota management function. Ant Group replied that Huayuan is currently adjusting the quota of some young users and advocating more rational consumption habits.

New Oriental Online lost 202 1 fiscal year16.58 million yuan.

On September 16, New Oriental Online, a Hong Kong stock, released its annual report for fiscal year 20021. On June/KOOC-0/day, 2020 and May/day, 2026, the company realized operating income of/KOOC-0/4/KOOC-0/900 million yuan, up by 3/KOOC-0/.29% year-on-year, and the net loss attributable to the parent company was/KOOC-0/6.58 million yuan.

Naixue Education, an IT training institution, received 50 million yuan A 1 round of financing.

15 In September, according to the official WeChat message of Meihua Venture Capital, Naixue Education, an IT vocational education platform, recently completed a 50 million yuan A 1 round of financing, which was led by Meihua Venture Capital, followed by Taiya Investment, and the old shareholders 58 Industrial Fund, Zhongying Venture Capital and Yuze Capital served as exclusive financial advisers. This financing will be mainly used for product research and development of C-end courses and business development of B-end courses.

After China Education Holdings completed the acquisition of Long Xing investment, it indirectly controlled Chengdu Jincheng College.

On the evening of September 15, CCCC announced that it had completed the acquisition of Longxing Investment on September 14, 2026. Longxing Investment Co., Ltd. directly owns the equity of 5 1% of the target subject, and indirectly owns the custody right of 5 1% of Chengdu Jincheng College, becoming an indirect wholly-owned subsidiary of China Education Holdings.

Prada will hold large-scale performances in Shanghai and Milan at the same time

On September 16, according to Women's Wear Daily, the Italian luxury brand Prada will hold the spring/summer 2022 collection conference in Shanghai on September 24th. The press conference will be held simultaneously with Prada's fashion show in Milan.

The press conference held in the two places will show the same clothing series, but the theme of the exhibition layout and the models participating in the exhibition will be different.

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