FMCG Eight Talks Consumption Artificial Intelligence Food Golden Ham Ham Selling Ham Engaged in Artificial Intelligence?In the context of the continuous decline of the main business, can the golden ham tell AI stories?Founded in 2021, Zhejiang Yindun Cloud Technology Co., Ltd. (hereinafter referred to as "Yindun Cloud Company") takes AI technology services, model cloud computing platforms, and intelligent application edge computing comprehensive solution services as its core business. The company's investment on the basis of maintaining the stable operation of the main business is an exploratory development based on the company's overall development strategy. On December 12, when investors asked about the investment in Yindun Cloud Company, Jinzi Ham replied on the interactive platform.
According to the announcement issued by Jinzi Ham on December 11, Jinzi Ham announced that it intends to sign the "Investment Agreement on Zhejiang Yindun Cloud Technology" with Zhejiang Yindun Cloud Technology *** Gongqingcheng Liheng Investment Partnership (Limited Partnership), Gongqingcheng Yindun Investment Partnership (Limited Partnership), Li Li, and Zhang Xian, with its own funds 40.1 billion yuan subscribed to the new registered capital of Yindun Cloud Company of 70 million yuan, accounting for 1228% and the remaining 33.1 billion yuan was included in the capital reserve of Yindun Cloud Company.
According to the data, Yindun Cloud Co., Ltd. takes AI technology services, model cloud computing platforms, and intelligent application edge computing comprehensive solution services as its core business, and has thousands of GPU chips, mainly providing model cloud computing platforms, intelligent application edge computing integrated solutions and other services for industrial Internet and digital technology enterprises, financial customers, scientific research institutions, AI general model and industry model customers, etc., and is committed to building an artificial intelligence ecology integrating computing power scheduling, model services, and cloud digital intelligence.
Jinzi Ham said in the announcement that in recent years, affected by the consumer goods market, the company's main business has developed slowly, and its performance has declined compared with the past. In order to actively respond to the bottleneck of the development of the main business market, boost the performance of listed companies, and achieve the medium- and long-term sustainable development of listed companies, the company has further broadened investment channels on the basis of maintaining the stable operation of the main business. This investment can make more efficient and full use of idle funds, conform to the development trend of the digital economy era, and provide better development opportunities for the company's future business improvement.
As the announcement said, the performance of Golden Ham has declined significantly. The main revenue of Golden Ham comes from ham products and specialty meat products. According to the financial report data, since the beginning of this year, the performance of the first quarter, semi-annual and third quarterly reports of Golden Ham has all declined in revenue and net profit, of which the net profit in the first three quarters fell by 48% year-on-year12%, almost halved. In the semi-annual report, Jinzi Ham pointed out that the decrease in income was mainly due to the impact of market consumption, and the amount of special meat products in Shanghai in the second quarter of last year was larger, resulting in a significant year-on-year decline in the revenue of special meat products in the first half of this year.
In the context of the continuous decline in the performance of the main business, Jinzi ham does need new growth points at present. In addition to ham and other products, Jinzi Ham has also begun to try to develop, produce and sell pre-made dishes. Since May this year, a number of prefabricated dishes have been put into the market for trial marketing. From the perspective of the industry, this wading computing power is also a move to find new growth in golden ham.
It is worth noting that, coincidentally, in September this year, Lotus Kechuang, a wholly-owned subsidiary of monosodium glutamate enterprise Lotus Health, signed a procurement contract with Xinhua III Information Technology, officially entering the computing power industry and laying out the intelligent computing business. This time, Jinzi ham entered the field of computing power, and was also commented by investors as "referring to Lotus Health". Why do food and condiment companies increase their computing power?Is AI a good story to tell?
In the view of Zhu Danpeng, an analyst in China's food industry, the computing power of the golden ham layout should be the same as that of Lotus monosodium glutamate, and the policy outlet is spotted. Because AI computing power is currently a trend, it is also an industry that the state is vigorously supporting. If the resources are in place, the team is in place, the system is in place, and the hardware is in place, it should not be a big problem to develop the computing power business. The cross-border computing power of food and condiment enterprises such as Golden Ham and Lotus Health is to be able to take advantage of national policy dividends and further support the second growth curve.
Regarding the above questions, a reporter from Beijing Business Daily contacted and interviewed Jinzi Ham through the official mailbox, but did not receive a reply as of press time.
Beijing Business Daily reporter |Guo Xiujuan, Zhang Han.
Golden Ham official website.
Edit|Aspen.