New Consumer Daily News July 3: During the summer peak season, Shanghai International Airport is expected to have a daily passenger flow of 360,000. Starbucks has lowered its delivery fee for Starbucks Delivers and will now charge a packaging fee. The EU is considering levying taxes on small cross-border e-commerce goods from China.

Industry News.

Classic Wuliangye series products are released, with a highest suggested retail price of over 30,000 yuan.

Classic Wuliangye series products were released in Chengdu. It is reported that the series consists of Classic 10, Classic 20, Classic 30, and Classic 50, focusing on the three major values of "vintage, scarcity, and emotion," positioning as "ultra-high-end." It is reported that the base wine for the entire series of classic Wuliangye is 10 years, 20 years, 30 years, and 50 years respectively. This is also the core competitiveness of the classic Wuliangye series. In terms of price, the suggested retail prices of Classic 10, Classic 20, Classic 30, and Classic 50 are 3,099 yuan, 4,999 yuan, 12,999 yuan, and 30,999 yuan, respectively.

Yonghui Superstores: there is a short-term risk of decline in revenue.

On July 2, Yonghui Supermarket replied to the Regulatory Letter of the Shanghai Stock Exchange, stating that "the industry competition faced by the company in 2024 is still very severe. The company will proactively close some tail-end stores, and there is a short-term risk of decline in revenue." In 2023, Yonghui Supermarket achieved a net loss of about -1.3 billion yuan to the parent. This is the third consecutive year of losses for Yonghui Supermarket.

The restructuring application of Red Star Macalline Group Corporation, the second largest shareholder of Singholdings, has been accepted.

Red Star Macalline Group Corporation, the second largest shareholder of the company, has filed for reorganization, which has been accepted by the People's Court of Pudong New Area, Shanghai. Xiamen C&D Inc. is the largest shareholder and controlling shareholder of the company, with the State-owned Assets Supervision and Administration Commission of Xiamen Municipal People's Government as its actual controller. The acceptance of Red Star Holdings' reorganization application will not lead to changes in the company's controlling shareholders and actual controllers, nor will it have a significant impact on the company's daily operations and financial condition.

Sichuan Yibin issued typical practices to stop food waste, including banning "abnormal foodie videos."

In response to the strange phenomenon of foodie videos such as the "big stomach king" in the era of short videos, Yibin City, Sichuan Province issued the "Measures for Prohibiting Abnormal Eating Broadcasts and Opposing Food Waste Management (Trial)" to comprehensively manage foodie short videos. Establish and improve information exchange and response mechanisms, relevant departments are responsible for short video platforms related to rectifying abnormal foodie videos, timely answering platform questions, and quickly responding to short videos suspected of violating laws. Guide the platform to help relevant departments define key groups, fix illegal evidence, guide the public to establish a correct dietary concept, not to eat too much, and not to waste. Meituan has adopted a series of optimization measures such as the whole process reminder of "ordering in moderation," promoting "small servings" and refining food portion descriptions, adjusting the scope of full discounts and discounts, and vigorously creating an atmosphere of saving food.

McDonald's China's supply chain Hubei Industrial Park is expected to have an annual output value of nearly 1.5 billion yuan.

On July 3, McDonald's China and the four major suppliers, Bishen, Shunxinhui, Tyson, and Zidan jointly announced that McDonald's China's supply chain (Hubei) Smart Industrial Park has officially started production. The industrial park is jointly invested by McDonald's China and the four major suppliers with 1.5 billion yuan. It is the first cluster industrial park of Western-style fast food industry chain joint investment in China. The planned production capacity includes 34,000 tons of meat products, 270 million breads, 30 million pastries, and 2 billion packaging products.

As milk prices fall, over 80% of the raw milk industry is losing money.

Li Shengli, Chief Scientist of the Dairy Industry Technology System, revealed that the situation of surplus milk in 2024 is more severe than that in 2023. Due to the continuous decline in the purchase price of raw milk, the price of milk and the cost have shown the first inverted price-cost ratio since the National Dairy Cattle system has kept records. At the meeting, industry experts also called on the industry to continue to compress production capacity, while improving industrial policies to help the industry overcome difficulties.

Taobao's "Hourly Delivery" service is fully upgraded and cooperates deeply with Ele.me.

Recently, the Taobao App homepage has been updated and the top Tab for "hourly delivery" has added a first-level flow entrance. This means that merchants in the hourly channel will usher in a large number of Taobao App public domain traffic. It is understood that Taobao Hourly Delivery has also reached a deep cooperation with Ele.me, covering the supply of supermarkets, convenience stores, pharmacies, fruits and vegetables, wines and beverages, flowers and plants and other categories.

New Chinese pastry brand Luxi River is open to franchise.

The WeChat public account of Luxi River brand shows that Luxi River has officially launched a nationwide partner recruitment plan. According to the introduction of the investment, the brand headquarters will provide eight resources supports to franchisees, including its own raw material base, R&D team, special line logistics, professional location selection, self-built central factory, space image, operational system, and special training. However, Luxi River has not yet announced the specific conditions for opening up franchise business in key areas, store types, and capital thresholds.

Starbucks' Star Delivery delivery fee is reduced and packaging fees are charged.

Recently, Starbucks announced that the delivery fee for Star Delivery will be consolidated and adjusted: the delivery fee for Star Delivery will be reduced from 9 yuan per order to 7 yuan, and a packaging fee of 1 yuan per item will be charged for some products.

Founder of Xiabuxiabu responds to losses of 800 million yuan in 3 years.

On July 2nd, the "Xiabu Xiabu founder responds to 3 years of losses reaching 800 million" topic became a hot search on Weibo. This is the first time that Xiabu Xiabu's founder, He Guangqi, has made a positive response to the company's consecutive losses and price reduction actions after completing price reduction and other actions. He Guangqi claimed that the resulting book loss "is not an operational problem" and stated that "Xiabu is a profitable company." Regarding the price reduction event announced by Xiabu in May of this year, He Guangqi also mentioned that "the entire dining market is reducing prices, and we can't do without it."

Japan's Mount Fuji climbing season opens with ticket sales and restrictions.

Japan's Mount Fuji climbing season began on July 1, and the Yamanashi Prefecture's Yoshida route, one of the four major climbing routes, is now open. According to the Kyodo News Agency, starting from this year's climbing season, tourists who take the Yoshida climbing route will be required to pay a climbing pass fee of 2000 yen (about RMB 90) per person and can only climb within the specified time period. Once the number of climbers reaches the limit, climbing will not be possible.

Haidilao denies canceling student discounts.

Recently, many netizens claimed that Haidilao Hot Pot may cancel the 69% discount for college students. Some netizens criticized that Haidilao's recent subsidies have been frequently reduced, such as withdrawing beef cubes from small plates and charging for toys. Some netizens also suggested that there are many non-students abusing the student 69% discount, which is a loophole that needs to be strengthened. In response, multiple Haidilao outlets' customer service stated that the college student 6.9% discount is currently in effect and they have not received any notification of the cancellation of the activity. Haidilao official customer service also stated, "We have not received any notice of cancelling this activity. There is still a college student discount available for July."

Breaking news on "Going Abroad"

The EU plans to impose tariffs on cheap goods purchased through Chinese cross-border e-commerce platforms such as PDD overseas version Temu, and Shein to counter the surge of what the EU claims to be inferior Chinese products.

According to media reports, the EU is developing a plan to impose tariffs on cheap goods purchased through Chinese cross-border e-commerce platforms such as PDD overseas version Temu and Shein to counter the surge of what the EU claims to be inferior Chinese products.

According to three informants, later this month, the European Commission will propose to cancel the current tax-free shopping threshold of 150 euros. An official stated that the major platforms targeted by the EU are Chinese cross-border e-commerce platforms such as Temu and Global SpeedSell, as well as clothing retailers such as Shein.

Overview of ESG.

Arcteryx promises to continue to promote the protection and inheritance of local culture.

Recently, the professional outdoor sports brand ARC'TERYX's ancestral bird announced in Namjagbarwa that it will continue to promote the protection and inheritance of local culture. On the one hand, it will continue to upgrade the mountain class, telling the story and culture of the mountain through outdoor sports, allowing more mountaineers to establish a deep connection with the ancestral bird and local high-altitude culture; at the same time, CMDI (Chinese mountain climbing senior personnel training class) has been restarted to promote the safe and orderly development of China's climbing sport and advocate professional outdoor concepts through professional mountain guides.

Manner opens a feedback channel for employee opinions.

Recently, netizens posted pictures stating that Manner has launched a "Partner Feedback Express" since July 1. According to the picture, in order to better collect the opinions and suggestions of partners and help optimize operations, there are two feedback channels: 1. Sending information to the enterprise WeChat; and 2. Sending information through email. Previously, the long working hours and high pressure of Manner employees had attracted attention from all over the network. Reporters asked Manner customer service, and they said, "We have an internal notification, and there are two channels to see the enterprise's direct access." Other store staff also confirmed receiving such notifications.

Investment and financing news

Yili has invested more than 7 billion yuan in Ningxia.

Up to now, Yili Group has 85 cooperative ranches in Ningxia, with nearly 300,000 dairy cows, producing nearly 5,000 tons of fresh milk per day, a 25-fold increase compared with 2010. It is reported that since Yili Group entered Ningxia in 2010, it has accelerated the development of the milk industry chain cluster and invested more than 7 billion yuan.

Junzheng Investment once again reduces its shareholding in Dongpeng Shareholding.

On July 2, Dongpeng Beverage announced that Tianjin Junzheng Entrepreneurship Investment Partnership Enterprise (Limited Partnership) ("Junzheng Investment"), a shareholder holding 5% of the company's shares, plans to reduce its total shareholding by no more than 12.0003 million shares through centralized bidding trading and bulk transaction method, which is no more than 3% of the total equity of the company, due to its own capital needs.

Industry perspective express

During the summer travel season, Shanghai airport is expected to have an average daily passenger flow of 360,000 people.

During this year's summer travel season (July 1st to August 31st), Shanghai Pudong and Hongqiao airports are expected to have 140,000 flight arrivals and departures (Pudong Airport 94,000 flights, Hongqiao Airport 46,000 flights), an increase of 8% over the same period last year. The passenger flow is 22.2 million (Pudong Airport 13.89 million, Hongqiao Airport 8.31 million), and the average daily passenger flow is 360,000, a year-on-year increase of 16%.

Hainan airport infrastructure is expected to transport 9.135 million passengers during the summer peak in 2024.

According to the Hainan Airport Group, the 2024 summer travel season is kicking off. From July 1st to August 31st, the Hainan Holdings' Hainan Airport Group's 11 airports plan to operate 63,000 flights and transport an estimated 9.135 million passengers. Among them, Hainan's three major airports, Meilan, Sanya Phoenix, and Boao Island airport plan to operate 52,000 flights, and are expected to transport 7.943 million passengers.

Changan Automobile's auto sales increased by 9.74% year-on-year from January to June.

Chongqing Changan Automobile announced that its automobile sales for the first half of the year were 1,334,051 units, a YoY increase of 9.74%. Sales of its own brand were 1,121,346 units, a YoY increase of 9.88%, while sales of its own passenger vehicles were 821,934 units, a YoY increase of 7.01%. Sales of its own brand overseas were 203,207 units, a YoY increase of 74.85%.