内蒙古大窑饮品或将易主，美国KKR成潜在新东家？

Group 1 - The market is speculating a significant adjustment in the equity structure of Dayao Beverage, with rumors gaining traction as KKR's acquisition of shares in Yuanjing International has received unconditional approval from the Chongqing Municipal Market Supervision Administration [1] - KKR's newly established entity, Dynamo Asia Holdings II Private Limited, plans to indirectly acquire 85% of Yuanjing International's shares, which is closely linked to Dayao Beverage [1][2] - Yuanjing International is registered in the Cayman Islands and is associated with a beverage business in China, with its registered director's name matching that of Dayao Beverage's chairman, Wang Qingdong, intensifying acquisition speculation [1] Group 2 - Yuanjing International is projected to hold a market share of 5% to 10% in the Chinese carbonated beverage market in 2024, while Dayao Beverage ranks third with a market share of 2.42% [2] - Dayao Beverage's operational entity, Dayao Jiabin Beverage Co., Ltd., does not have foreign shareholders, with Wang Qingdong holding 67.984% of the shares [4] - Dayao Beverage's revenue has rapidly expanded, surpassing 3.2 billion yuan in 2023, and its market share has increased from 2.28% in 2023 to 2.42% in 2024, reaching 2.64% in the first half of this year [4][6] Group 3 - KKR, a prominent American private equity firm managing assets worth approximately 664 billion USD (around 4.83 trillion yuan), could bring new vitality and development opportunities to Dayao Beverage if the acquisition is successful [6]