Core Insights - Unilever reported a decline in revenue for both Q3 and the first three quarters of 2025, with Q3 revenue at €14.7 billion (approximately ¥121.4 billion), down 3.5% year-on-year, and year-to-date revenue at €44.8 billion (approximately ¥370.0 billion), down 3.3% year-on-year [1][2] - Despite the overall decline, CEO Fernando Fernandez highlighted a return to growth in the Indonesian and Chinese markets, and significant improvement in overall performance when excluding the ice cream business [1][6] Financial Performance - The last significant growth for Unilever was in 2022, with a 16% increase in revenue, reaching €37.7 billion (approximately ¥376.8 billion) [1][2] - All five business segments (Beauty & Wellbeing, Personal Care, Home Care, Foods, and Ice Cream) experienced declines in Q3 and year-to-date performance [2][3] Business Segment Analysis - **Beauty & Wellbeing**: Q3 revenue was €3.2 billion (approximately ¥264.5 billion), down 3.1% year-on-year; year-to-date revenue was €9.7 billion (approximately ¥801.8 billion), down 1.6% year-on-year [3][4] - **Personal Care**: Q3 revenue was €3.3 billion (approximately ¥272.6 billion), down 2.3% year-on-year; year-to-date revenue was €9.8 billion (approximately ¥809.6 billion), down 4.8% year-on-year [8][4] - **Home Care**: Q3 revenue was €2.8 billion (approximately ¥229.0 billion), down 5.3% year-on-year; year-to-date revenue was €8.7 billion (approximately ¥724.0 billion), down 6.4% year-on-year [4] - **Foods**: Q3 revenue was €3.1 billion (approximately ¥256.0 billion), down 2.9% year-on-year; year-to-date revenue was €9.7 billion (approximately ¥801.8 billion), down 2.2% year-on-year [4] - **Ice Cream**: Q3 revenue was €2.3 billion (approximately ¥189.0 billion), down 4.2% year-on-year; year-to-date revenue was €6.9 billion (approximately ¥573.0 billion), down 1.1% year-on-year [4] Regional Performance - The Asia Pacific and Africa region showed strong growth, particularly in China and Indonesia, with Q3 USG at 6.8% and revenue of €6.2 billion (approximately ¥512.2 billion), accounting for 42% of the group's overall performance [9][10] - The Americas region faced challenges, with Q3 revenue of €5.2 billion (approximately ¥429.7 billion) and a decline in Latin America, particularly in Brazil and Mexico [13] - Europe achieved Q3 revenue of €3.3 billion (approximately ¥272.6 billion), with growth across all business groups despite high year-on-year comparisons [13] Strategic Focus - Unilever is focusing on core businesses, particularly in beauty and health, with plans to spin off the ice cream business to enhance profitability [14][15] - The company aims to expand its portfolio in high-end segments and digital commerce, with the U.S. and India identified as key growth markets [15]

Core Insights - A new company, Huajuan Biotechnology (Guangzhou) Co., Ltd., has been established with a registered capital of 1 million RMB [1] Company Overview - The legal representative of the company is Zhu Kui [1] - The company is involved in a wide range of activities including the sale of Class I medical devices, health food (pre-packaged), and various retail and wholesale operations [1] - The business scope also includes internet sales of pre-packaged food, daily necessities, sports goods, and personal hygiene products [1] Industry Activities - The company engages in technology services, software development, and new material technology promotion [1] - It also participates in import and export activities, trade brokerage, and domestic trade agency [1] - Medical beauty services are part of the company's offerings, indicating a focus on health and wellness sectors [1]

Core Insights - Japan's core Consumer Price Index (CPI) excluding fresh food rose by 2.9% year-on-year in September, reaching 111.4, marking the 49th consecutive month of increase and a resurgence in price growth since May [1] Group 1: Price Trends - The increase in consumer prices is primarily driven by a surge in energy prices, with electricity and gas prices turning from a year-on-year decline of 7% and 5% in the previous month to increases of 3.2% and 2.2% respectively [1] - While the price increases for food and durable consumer goods have moderated compared to last year, the price of ordinary japonica rice surged by 48.6%, and chocolate and coffee bean prices rose by 50.9% and 64.1% respectively [1] - Hotel accommodation fees increased by 5.8% year-on-year, influenced by the growing demand for inbound tourism [1] Group 2: Economic Policy Implications - Media and experts suggest that the new Japanese government's intention to adopt more aggressive fiscal and monetary policies may lead to further depreciation of the yen, potentially exacerbating inflation in Japan [1]

Core Insights - A new company named Su Xiaofang (Shenzhen) Food Co., Ltd. has been established with a registered capital of 1.05 million RMB [1] - The legal representative of the company is Cui Jie [1] Business Scope - The company is engaged in wholesale of edible agricultural products, primary agricultural product acquisition, and initial processing of edible agricultural products [1] - It also deals in wholesale of fresh fruits and vegetables, wholesale of aquatic products, and sales of agricultural by-products [1] - Additional activities include internet sales (excluding goods requiring permits), second-hand daily necessities sales, and sales of gift flowers [1] - The company provides technical services, development, consulting, exchange, transfer, and promotion, except for projects that require approval [1]

Core Viewpoint - Recently, Nanyue (Guangzhou) Green Food Co., Ltd. was established with a registered capital of 1 million RMB, indicating a new player in the food industry focusing on various food-related products and services [1] Company Summary - The legal representative of Nanyue (Guangzhou) Green Food Co., Ltd. is Zhong Xiaosheng [1] - The company has a registered capital of 1 million RMB [1] Business Scope - The company’s business scope includes the sale of daily necessities, acquisition of primary agricultural products, wholesale of daily goods, sales of maternal and infant products, and wholesale of pet food and supplies [1] - It also engages in the sale of special medical purpose formula foods, retail of pet food and supplies, and sales of food additives [1] - The company is involved in the production of special medical purpose formula foods, food additives, dairy products, and seasonings [1] - Additionally, it handles the wholesale and retail of fresh fruits, edible agricultural products, and various grains and nuts [1]

Core Insights - Hunan Weili Xiang Food Co., Ltd. has recently been established with a registered capital of 2 million RMB [1] - The company is engaged in a wide range of business activities, including food internet sales, food sales, and alcoholic beverage operations, subject to necessary approvals [1] Business Scope - The company’s licensed projects include food internet sales, food sales, and alcoholic beverage operations, which require relevant departmental approvals [1] - General business activities encompass retail of pet food and supplies, aquatic products, leather, sanitary ware, outdoor products, maternal and infant products, luggage, gifts and flowers, watches, daily necessities, kitchenware, textiles, personal hygiene products, footwear, fresh eggs, fresh meat, fresh vegetables, fresh fruits, edible agricultural products, infant formula, home appliances, entertainment products, textiles and raw materials, daily sundries, health food (pre-packaged), and clothing [1]

Core Insights - A new company, Xuchang Haitong Food Co., Ltd., has been established with a registered capital of 100,000 RMB [1] Company Overview - The legal representative of the company is Sun Mingjiang [1] - The business scope includes general projects such as daily necessities sales, health food (pre-packaged) sales, food additives sales, agricultural products sales, fresh meat retail, fresh egg retail, fresh vegetable retail, fresh fruit retail, edible agricultural products wholesale, aquatic products wholesale, catering management, supply chain management services, takeaway delivery services, and domestic trade agency [1] - The company is also involved in licensed projects including food sales, food production, soybean product manufacturing, and urban distribution transportation services (excluding hazardous goods) [1] - The company can only operate licensed projects after obtaining approval from relevant departments, with specific business activities subject to approval documents or permits [1]

Group 1 - The storage chip concept is gaining momentum again, with Samsung and SK Hynix both raising prices by 30%, leading to a resurgence in related stocks [3][1] - The commercial aerospace, quantum technology, and GPU concepts are among the top gainers in the market [1] - The Hong Kong stock market saw a significant rise, with Kanda Foods surging 163.16% after a major acquisition [4] Group 2 - The A-share market opened with all three major indices rising: the Shanghai Composite Index up 0.17%, the Shenzhen Component Index up 0.51%, and the ChiNext Index up 0.83% [2][3] - The Hang Seng Index opened up 0.81%, with the Hang Seng Tech Index increasing by 1.36%, indicating a continued rebound in tech stocks [4][5] - The central bank conducted a 168 billion yuan reverse repurchase operation with a rate of 1.40%, indicating ongoing liquidity management [5]

Core Viewpoint - A new company, Bozhou Yiyuanming Food Co., Ltd., has been established with a registered capital of 10,000 RMB, focusing on various food and health-related products and services [1] Company Summary - The legal representative of the company is Song Zihao [1] - The registered capital of the company is 10,000 RMB [1] - The company’s business scope includes the sale of health food (pre-packaged), food sales (only pre-packaged), and internet sales (excluding items requiring permits) [1] - Additional activities include the acquisition and sale of primary agricultural products, daily chemical product sales, and sales of disinfectants (excluding hazardous chemicals) [1] Industry Summary - The company is involved in the production, sale, processing, transportation, storage, and other related services of agricultural products [1] - It also engages in the retail of edible agricultural products and personal hygiene products (excluding licensed businesses) [1] - The company offers technical services, development, consulting, exchange, transfer, and promotion related to its business [1]

天眼查App显示，近日，亳州森窑食品有限公司成立，法定代表人为张森，注册资本5万人民币，经营 范围为一般项目：食品销售（仅销售预包装食品）；保健食品（预包装）销售；食品互联网销售（仅销 售预包装食品）；新鲜水果零售；食用农产品零售；农副产品销售；互联网销售（除销售需要许可的商 品）（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）许可项目：餐饮服务（不产生油 烟、异味、废气）；食品销售；食品互联网销售（依法须经批准的项目，经相关部门批准后方可开展经 营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...