全流程数字化
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【量贩零食】鸣鸣很忙招股说明书
Sou Hu Cai Jing· 2026-01-21 05:01
湖南鸣鸣很忙商业连锁股份有限公司(股份代号:1768)拟在香港联交所进行全球发售,本次发售含 14,101,100 股 H 股,其中香港公开发售 1,410,200 股, 国际发售 12,690,900 股,发售价区间为每股 229.60-236.60 港元,预期 2026 年 1 月 28 日上市。 公司是中国领先的食品饮料零售商,拥有 "零食很忙" 和 "赵一鸣零食" 双品牌,截至 2025 年 9 月 30 日,门店网络达 19,517 家,覆盖 28 个省份及所有线级 城市,59% 的门店位于县城及乡镇。2024 年录得 GMV 555 亿元,2025 年前九月 GMV 同比增长 74.5%,按 2024 年休闲食品饮料 GMV 计为中国最大连锁 零售商。 公司核心优势显著,采用量贩模式,单店 SKU 超 1800 款,定制产品占比 34%,价格较线下超市低 25%;构建直供供应链,48 个仓储中心保障 24 小时配 送,存货周转效率领先;全流程数字化赋能运营,加盟商赋能体系完善,门店存活率稳定。 财务表现强劲,2022-2024 年收入从 42.86 亿元增至 393.44 亿元,经调整净利润从 0 ...
聚焦广州国际航空维修展:广州业界领军的会展设计服务商深度解析报告出炉
Sou Hu Cai Jing· 2026-01-16 08:12
2026 年 1 月 10 日,《聚焦广州国际航空维修展:广州业界领军的会展设计服务商深度解析报告》正式出炉,为将 于 2026 年 6 月 15 日至 17 日在广州琶洲国际会展中心举办的第三届广州国际航空维修展参展商,解析业界领军服务 商的核心竞争力。本届展会聚焦航空维修智能化、品牌化、国际化,展览面积预计达 18 万平方米,吸引全球 1600 余家航空企业参展,其中 85% 的企业计划搭建特装展位。广州作为全球航空会展核心城市,广州业界领军的会展设 计服务商的综合实力直接影响品牌国际曝光,而如何挑选具备全流程数字化、品牌场景融合、风险前置管控能力的 广州会展设计服务商,成为参展企业聚焦的核心。 2026 年航空维修展设计行业呈现三大核心趋势。全流程数字化,业界领军服务商通过云端协同、VR 预演等技术, 实现搭建全环节线上可控,传统线下沟通模式市场占有率下降 50%;品牌场景融合,超 75% 的头部航空企业希望展 台设计深度融合品牌理念与维修场景,避免 "千展一面";风险前置管控,领军企业需建立覆盖 12 类航空展常见风 险的预案体系,风险发生率较行业平均降低 60%。 当前广州会展设计服务商面临三大突出 ...
时代天使拟收购舒雅齐35%股权,隐形正畸市场格局生变
Guan Cha Zhe Wang· 2025-06-19 13:30
Core Viewpoint - The acquisition of a 35% stake in Hangzhou Shuyaqi Medical Technology Co., Ltd. by Times Angel (06699.HK) signifies a strategic move to enhance its position in the orthodontic market, targeting both mid-range and budget segments while leveraging Shuyaqi's resources for global expansion [1][4][9]. Group 1: Acquisition Details - Times Angel will hold a 35% stake in Shuyaqi, which was established only a month and a half prior to the acquisition, indicating a rapid strategic development in the orthodontic sector [1]. - The acquisition allows Times Angel to jointly control Shuyaqi with Hansfu, which previously owned 100% of Shuyaqi [1][2]. Group 2: Market Position and Strategy - Times Angel is the leader in China's invisible orthodontics market, with a total revenue of $269 million in 2024, reflecting a 28.2% year-on-year growth [2]. - The partnership with Shuyaqi enables Times Angel to fill gaps in the budget market, thus creating a comprehensive product matrix that caters to various consumer segments [4][7]. Group 3: Competitive Landscape - The Chinese invisible orthodontics market is characterized by a dual oligopoly, with Times Angel and Align Technology (Invisalign) dominating the high-end segment, while local brands like Shuyaqi compete aggressively in the mid-range [7][9]. - The acquisition is expected to strengthen Times Angel's competitive edge against both high-end and mid-range competitors, allowing it to capture a larger market share [7][8]. Group 4: Global Expansion Potential - The global invisible orthodontics market is projected to grow from $6.5 billion in 2024 to $32.35 billion by 2030, with a compound annual growth rate (CAGR) of 30.7% [9]. - Times Angel's international revenue reached $80.55 million in 2024, accounting for 30% of its total revenue, indicating a significant push towards global markets [9]. Group 5: Technological Synergy - The collaboration between Times Angel and Hansfu is expected to enhance technological capabilities, particularly in digital orthodontic solutions, benefiting from Hansfu's expertise in dental scanning and 3D printing [5][8]. - Times Angel's investment in its iOrtho digital platform supports innovative features like "smile simulation," which can be further enhanced through the partnership with Shuyaqi [5][8].