Nagpur Investment:Consumption reference 丨 Internet advertising revenue further differentiation

Consumption reference 丨 Internet advertising revenue further differentiation

21st Century Business Herald reporter He Hongyuan and intern Han Chang reported

Advertising market competition is becoming more intense.

According to CTR Media Smart News, the advertising market in the first quarter of 2024 achieved a year -on -year growth of 5.5%. This growth may benefit from factors such as economic recovery, consumer confidence improvement, and increase in brand propaganda needs.

Judging from a single month’s performance, the cost of advertising market publication in March had a certain degree of callback. Compared with February, the year -on -year increase was narrowed by 10 percentage points, which was only 1.4%; the monthly expenses increased slightly by 0.6%.While showing the overall growth of the advertising market, it also faces some fluctuations and challenges.Nagpur Investment

From the perspective of the Internet advertising market, there is a greater gap between the platform.

On May 23, 2024, the first quarter report disclosed by station B showed that in the current period, its advertising revenue increased by 31%year -on -year to 1.67 billion yuan.During the same period, iQiyi advertising revenue increased by only 6%year -on -year to 1.482 billion yuan.

If compared with Tencent, the gap is even greater.

In the first quarter, Tencent’s online advertising revenue reached 26.5 billion yuan, an increase of 26%year -on -year.Considering that its base is large, the absolute value of single advertising is 5.5 billion yuan, which has exceeded the sum of the revenue of BRT and iQiyi advertising.

Among them, the video number is indispensable.Tencent explained in the financial report that advertisements were stimulated by the growth of video numbers, small programs, public accounts and search.In addition, except for the automobile industry, the expenses of all industries have increased.

Behind or related to the realization efficiency.

"Short videos can achieve closed loops of traffic and purchases. The traffic of station B is difficult to quantify, and it is even more difficult for long videos." The person in charge of the head electronic consumer brand market said to the 21st Century Business Herald reporter.

This makes the growth of iQiyi’s advertising.

On May 23, the Shanghai Stock Exchange 80 Index closed at 4808.50 points, a decrease of 1.02%.Consumer

Mengniu: Qingli Army was appointed as a non -executive director and chairman of the board of directors

On May 22, Mengniu Dairy announced at the Hong Kong Stock Exchange that Chen Lang had resigned as a company’s non -executive director, chairman of the board of directors, chairman of the company nomination committee, and chairman of the strategy and development committee.Since May 22, 2024, Qingli Army has been appointed as the company’s non -executive director and chairman of the board of directors.The announcement resume shows that Qingli Army, 54 years old, is currently the deputy general manager of COFCO Group Co., Ltd. and the chairman of the board of directors, executive directors and managers of the board of directors of Indian Food Co., Ltd. listed on the Stock Exchange.agriculture

The average price of pork in the national agricultural wholesale market is the same as yesterday

On May 23, according to the monitoring of the Ministry of Agriculture and Rural Affairs, as of 14:00 that day, the average price of pork in the national agricultural wholesale market was 20.83 yuan/kg, which was the same as yesterday.

Soybean meal prices fall

According to several media reports, since May, with the number of imported soybeans arrived in Hong Kong, the imported soybean and soybean meal inventory of oil plants gradually rebounded.The person in charge of a feed factory introduced that soybean meal is an important raw material in the feed industry chainJaipur Investment. Since the beginning of this year, the price of soybean meal has continued to fall, and their production costs have also decreased a lot.At the same time, the demand for soybean meal of downstream feed companies is average, and the strategy of "in recent months, appropriate reservations for use, and far -bears".Industry insiders expect future prices or continue to maintain a small fluctuation.

Litchi began to be launched: "Hong Kong people go north" consumption demand increased

On May 22, according to CCTV News, in a fresh supermarket in Shenzhen, litchi from multiple origin has begun to be launched.Driven by the consumer demand of "Hong Kong people north", the sales of litchi this year have also increased significantly.The person in charge of the supermarket said that the passenger flow of the entire store increased by about 50%compared with last year.

Burmese extreme high -temperature weather is damaged by agriculture

According to CCTV News, since April this year, Myanmar has experienced rare extreme high -temperature weather due to the influence of the El Nino phenomenon.In addition to the affected food crops such as rice and wheat, the continuous high temperature has also led to the premature maturity of tropical fruits such as mango and red Maodan with high economic benefits and the production of production significantly.Food

Lidton updates the green tea combination series products in the United States

On May 21, Lidon announced the update of its green tea product portfolio series in the United States, launching five new formula mixed tea and fresh fruit flavors, including signature mixed flavors, low causes, lemon, peaches and honey ginger tea, and started in May.Launched on major US retailers and e -commerce platforms.FOOD

In 2023, the consumption scale of food food ingredients in my country increased by 20.45% year -on -year

On May 23, the Indian Logistics and Procurement Federation released the "Indian ingredients Supply Chain Development Report (2024)".The report shows that the scale of ingredients in my country in 2023 has a significant growth rate.The consumption scale of catering ingredients reached 2.12 trillion yuan, an increase of 20.45%year -on -year.The consumption scale of retail ingredients reached 725 trillion yuan, an increase of 7.66%year -on -year.

The McDonald’s APP has collapsed because of the intercom.

On May 22, the topic of "McDonald’s APP collapsed" rushed to the hot search.Many netizens said that the meal failed to order online.In this regard, McDonald’s response: Due to the popularity of McDonald’s intercom toy activities, some of the meal function was affected, it has been restored one after another.

Huang Jihuang announced the brand’s "upgrade"

On May 21, Huang Jihuang announced that he had a series of comprehensive renewal and upgrade plans from vision, product to consumer scenes.As of the day, Huang Jihuang’s total number of global stores has exceeded 600, covering more than 200 cities.Supermarket

Wal -Mart will invest in Guatemara 700 million US dollars in the next 5 years

On May 22, local time, Cristina Ronski, the person in charge of the Central American region of Wal -Mart, said Wal -Mart plans to invest about $ 700 million in Guatemala in the next five years.Wal -Mart has previously announced that it will invest about $ 600 million in Costa Rica in the next five years.

Some investors have said that they have received a notice from Wanda Commercial Management: The company has prepared 20%of the installment funds that should be paid on May 29

On May 22, according to surging news, many investors have stated that they have received a notice from Wanda Commercial Management. The company has reached 20%of the 2024 and 7.25%of the 20%installment funds for the 2024 and 7.25%of the tickets that should be paid on May 29.Some investors said that on May 21, it received a notice from Wanda Commercial Management on paying 20%of the installment model. The company told the investors that they would pay as scheduled and would not delay.The bond was originally scheduled to expire in January 2024, and then extended 11 months to December 29, 2024.E -commerce retail

Pinduoduo revenue increased by 1.3 times in the first quarter

On May 22, Pinduoduo released the first quarter of this year’s financial report. The financial report showed that the total revenue achieved a total revenue of 86.812 billion yuan, an increase of 131%year -on -year; the net profit of the mother was 27.998 billion yuan, an increase of 246%year -on -year.Appliance

Shenzhen Stock Exchange: Termid the first public offering of shares for Xiangjiang Electric and listed on the motherboard for review

On May 22, the Shenzhen Stock Exchange issued the announcement of the "Decision on Termination of Hubei Xiangjiang Electric Co., Ltd. for the first time public offering of stocks and reviewing on the motherboard".The announcement shows that a few days ago, Xiangjiang Electric and Substitute Guojin Securities submitted an application for withdrawal to the Shenzhen Stock Exchange.According to relevant regulations, the Shenzhen Stock Exchange decided to terminate the company’s first public offering of shares and listed on the motherboard.

Lvyuan Holdings: It is expected to bring 700 million vehicles in the old change.

On May 22, Ni Jie, chairman of the Board of Directors of the Lvyuan Group, revealed at the performance exchange meeting that the old -fashioned policy will have a positive impact on the electric two -wheeled vehicle market.To 10 million vehicles.It is reported that Green Source will increase the layout of overseas markets this year, and implement a localization strategy in key overseas markets such as Indonesia, Thailand, Malaysia, India.

The price increase of raw materials affects the cost of air conditioning production in the second half of the year

Wu Qinan, vice president of Skyworth Group Co., Ltd., said in an interview with the media on the 22nd that the price of copper from 58,000 yuan/ton at the beginning of the year has soared to the current 86,000-87,000 yuan/ton. It is affected by the increase in upstream raw materials.100 yuan, cautious about the sales of white electricity in the second half of the year.

Mickey brand Boya Boya released new products

On May 23, the microphone brand Boya Boya released the new Boyamic Cube.Courier logistics

Cainiao Express: Start the 24 -hour operation mode

On May 23, according to several media reports, the automation distribution center of Cainiao Express across the country ushered in the peak of parcel treatment due to the 618 major promotion event.Cainiao Express has launched multi -shifts and 24 -hour operation models, and three major distribution centers have been added in Nanjing, Wuhan and Chengdu, and the number of self -operated vehicles has been added.Textile clothing

Meibang Clothing Performance Trailer is alert to be warned

On May 21, the Matsbonwei Clothing announced that the company and related personnel received a warning letter from the Mumbai Securities Regulatory Bureau.Meibang Clothing disclosed the 2023 performance forecast on January 30, 2024. It is expected that the net profit attributable to shareholders of listed companies in 2023 is 59 million yuan to 85 million yuan.On April 20, 2024, the company disclosed the announcement of the 2023 performance forecast amendment. After the amendment, the net profit of 2023 was 26 million yuan to 38 million yuan.On April 30, 2024, Meibang Clothing disclosed the 2023 annual report that the net profit in 2023 was 31.75 million yuan.Due to the large differences between the net profit disclosed in Meibang Clothing in 2023 and the annual report, the relevant information disclosure was inaccurate and violated the relevant regulations.

Taoju becomes the exclusive operating partner of the Norda India market

On May 22, sports retail operators Tao Bolu announced that it would establish a strategic partnership with the Canadian off -road running brand NORDA.Tao Bo will become the exclusive operation partner of the NORDA in the Indian market.Earlier, Norda also received equity investment from the Italian luxury group Zegna.Beauty fashion

Elf Beauty’s annual sales exceeded $ 1 billion

American beauty retailer Elf Beauty recently released the first quarter of this year’s financial report.The financial report showed that the annual sales increased by 77%to 1.020 billion US dollars, exceeding the $ 1 billion mark, and the net profit recorded US $ 127.7 million.It is reported that Elf Beauty acquired the Volkswagen brand Naturium for $ 333 million in October last year.In addition, Elf Beauty also revealed that it will enter the Mexican market through Sephora this fall.Luxury

Balenciaga Music and musician BFRND launched a cooperation series

On May 21st, Balenciaga Music released a multi -cooperation series with French composer and musician BFRND. This project aims to explore the significance of music for Balenciaga’s creation and cultural influence.It is reported that this series has been officially released on offline stores and brand official website, including T -shirts and zipper hooded sweaters, each with imitation cards embedded in NFC (near -field communication) chips.Travel

Chongqing Airlines resumed flights from June 24

According to media reports, Chongqing Airlines will resume flights to Koronapo on June 24th, every Wednesday, on Monday, Wednesday, and Friday, through Malaysia.This is the first time that the airline has resumed operations since its suspension in 2020.

Deep highway: It is planned to build the reconstruction and expansion project of Shenyang to Haikou National Highway

On May 22, the Shenzhen high -speed announcement announced that the company plans to invest about 19.23 billion yuan to build the Shenyang to Haikou National Expressway Lotus to Shenzhen Airport Section and expansion project.The project aims to meet the growing demand for transportation, and improves the role of machine lotus high speed as an important infrastructure in the core area of ​​the Guangdong -Hong Kong -Macao Greater Bay Area.The main project of the project is fully started during the year, and the construction period is 5 years. The three -dimensional composite channel mode is used for reconstruction and expansion, with a total length of about 41.4 kilometers.The company will be responsible for the construction management as a project legal person. The ownership of highway assets will be owned by the government.During the project operation period, the annual operating income can be achieved by about 1.6 billion yuan.

Kanglou Group and Yunnan Baiyao Group exchange discussions

On May 22, according to the Yunnan Kanglife Group, Zhang Wenxue, secretary of the Party Committee and Chairman of Yunnan Baiyao Group, visited the Kaili Tour Group, and the two parties conducted exchanges on cooperation in related fields.Film and television entertainment

Disney is reported to reach an agreement to sell India’s Tata Sky Shares

On May 23, people familiar with the matter said that Walt Disney had reached an agreement to sell its Tataplay shares in Indian satellite television service provider Tataplay, with a valuation of about $ 1 billion.

The first quarter revenue of station B increased by 12% year -on -year

On May 23, station B announced the unaudited financial report of the first quarter of the first quarter of March 31, 2024.The financial report shows that in the current period, the revenue of Station B increased by 12%year -on -year to 5.665 billion yuan; the net loss was 765 million yuan, and the net loss was 630 million yuan in the same period last year.

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