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Text |Blue Shark Consumption, Author |Danhua Zhang, Editor |Lu Xucheng.Key takeaways:1.There were 62 investment and financing, and the disclosed investment and financing amount was about 20800 million yuan, the number and amount of financing increased by 29 percent year-on-year2% and 769%, an increase of 148% and 137%
2.In the field of food and beverage, there were 2 investment and financing events of 100 million yuan, and 2 caviar-related enterprises were favored by capital.
3.In the catering track, 3 sprinted to the Hong Kong Stock Exchange, and local cuisine attracted the attention of capital.
4.In the field of service providers, 13 companies received financing, exceeding the previous month's level.
5.Consumer-grade smart hardware, 10 companies have been financed, and consumer-grade robots and AR continue to attract gold.
6.Cross-border going to sea, 6 enterprises have been financed, and overseas service providers are favored.
7.Beauty and personal care, Mao Geping's IPO was terminated, and the cosmetics foundry "Ba Wei Shares" is about to land on the Beijing Stock Exchange.
8.In the pet track, "Jinnannong", a comprehensive service provider of pet supplies, has received two rounds of financing.
9.There were 22 IPO-related incidents, concentrated on the Beijing Stock Exchange and ***
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
According to incomplete statistics from Blue Shark Consumption, from January 1 to January 31, 2024, there were 62 public investment and financing events in the new consumption field, a year-on-year increase of **292%, an increase of 148%。
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
From the perspective of subdivisions, in the investment and financing events in the consumer sector in January,Food and beverage-related projects, including food and beverage and catering, still account for the highest proportion, but the number of investment and financing in both has decreased compared with the previous monthIn December 2023, there were 18 investment and financing events in the food and beverage and catering sectors, respectively.
At the same time, the upstream and downstream of the consumer industryService providers, consumer-grade smart hardware, pets, beauty and personal care, home department storesThe amount of investment and financing in these five areas has increased to varying degrees compared with the previous month.
There were 6 investment and financing incidents in the field of cross-border going overseas, the same as the previous month.
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In terms of financing rounds, from the perspective of public financing rounds, investment and financing are mainly concentrated in angel rounds and A rounds, and the investment and financing rounds in the past 1 3 are unknown.
It is worth noting that there are 4 listings this monthThey are engaged in corrugated packaging "Houwei shares", intelligent security furniture products manufacturer and marketer "Hualai Technology", bath bomb and its parts research, production and sales "Qipin shares" and water and kitchenware production and exporter "Tongfu shares".
In addition, the cosmetics OEM company "Ba Wei Shares" has submitted for registration this month and will soon be listed on the Beijing Stock Exchange.
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In terms of financing amount, according to Blue Shark Consumption's estimate, in January 2024, among the 31 financing events with public financing amounts in the new consumption field, the financing amount will be about 208 billion yuan, thanks to 100 million yuan of investment and financing, the average single financing amount reached 671030,000 yuan.
Among them, half of the investment and financing events have not announced the investment and financing amount, and nearly 30% of the announced investment and financing amounts are tens of millions of investment and financing, 7 investment and financing events are millions, and 9 are 100 million yuan (including nearly 100 million) investment and financing events.
Table 5: New consumption projects that received financing of 100 million yuan in January 2024
*: Qichacha, Tianyancha, Oriental Fortune Choice data and other public information, Blue Shark consumption collation and mapping, USD at the exchange rate of January 31 USD 1 = 71755 RMB calculation.
Compared with the previous month, the number of investment and financing events of 100 million yuan increased significantly this month, and there were 5 investment and financing events of 100 million yuan last month. The investment and financing of 100 million yuan is concentrated in three areas: service providers, consumer-grade intelligent hardware, and food and beverage.
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
Geographically, in terms of cities, Shenzhen, Shanghai, Guangzhou, and Hangzhou have the largest number of investment and financing.
Fifteen, 9, 7 and 5 consumer enterprises received financing respectively, with the exception of Hangzhou, the number of investment and financing increased compared with the previous month, and the number of investment and financing in Beijing decreased significantly.
In terms of provincial-level administrative units, Guangdong, Shanghai, and Zhejiang have the largest number of investment and financing, with 7 investment and financing events respectively.
In terms of cities, the Pearl River Delta replaced the Yangtze River Delta and became the region with the largest number of investment and financing, with 24 cases, accounting for 387%, followed by the Yangtze River Delta region, including Jiangsu, Zhejiang, Shanghai and Anhui, with 22 investment and financing cases, and Beijing, Tianjin and Sichuan and Chongqing investment and financing numbers were both 4 cases.
1. Food and beverage: 2 100 million yuan investment and financing, 8 IPOs have made new progress
Table 7: Food & Beverage Projects Secured Investment and Financing in January 2024
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In the primary market, there are three investment and financing events that are worth paying attention to
First, the frozen food B2B trading platform "frozen products**" has obtained about 100 million yuan in financing;
Second, Rafflesinterior, a Singaporean investment company, announced that it had completed the acquisition of 51% of the shares of Wuhan No. 2 Factory Soda;
The third is caviar and sturgeon products and service providers "Fusita" obtained more than 100 million yuan of financing from Fengshang Capital, and at the same time, another "Sturgeon Technology", which is engaged in caviar and sturgeon-related products, will promote IPO-related matters at the end of this month and plan to be listed in the first place.
In terms of IPOs, 8 food and beverage-related companies have made new progress in IPOs, including 3 on the Beijing Stock Exchange, 1 on the Shanghai Stock Exchange, and 4 on the Shanghai Stock Exchange.
2. Catering track: 3 sprint to Hong Kong stocks, local dishes attract attention?
Table 8: F&B projects that received investment and financing in January 2024
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
Local specialties receive the attention of capital. In the primary market, Guizhou-style dishes "Youqian Spicy", Cantonese small meals "Jelly and Two Hands", and Korean bibimbap "Miyue Bibimbap" have successively obtained financing; In terms of IPO, the Huicai brand "Xiaocaiyuan" submitted a prospectus to be listed on the Hong Kong Stock Exchange.
In addition to "Little Vegetable Garden", freshly made tea brands "Mixue Bingcheng" and "Gu Ming" also submitted prospectuses to the Hong Kong Stock Exchange earlier this month.
3. Service providers: 13 were financed, far exceeding the number of last month
Table 9: Service providers that received financing in the consumer track in January 2024
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In December 2013, a total of 5 service providers in the upstream and downstream of the consumer industry chain received financing, and this month, this number has increased to 13. Specifically, investment and financing focus on marketing, packaging materials, digitalization and other fields.
Among them, there are 3 investment and financing of 100 million yuan, including "Jiyi Technology", an e-commerce integrated operation service provider, "Fosun Fashion", a fashion brand management service provider, and "Aochuang Lightyear", an AI full-link marketing service provider.
There have been new progress in the IPO of 2 consumer goods packaging companies, including "Houwei Packaging" and "Yihong Shares", the former was listed this month, and the latter had inquiries and replies this month.
4. Consumer-grade intelligent hardware: 10 investment and financing events, 2 of which reached the level of 100 million yuan
Table 1January 2024A consumer smart hardware company that has received financing
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In January, a total of 10 consumer-level smart hardware companies received financing, more than 4 in the previous month, and there were 2 financing events of 100 million yuan.
Consumer-grade robots and AR glasses continue to attract attention, and the smart home robot "Rokid" and the R&D, design and manufacturer of consumer-grade AR glasses "Xreal" have successively received 100 million yuan in financing.
At the same time, one company in the field of consumer-grade intelligent hardware was listed, namely "Hualai Technology", a developer of intelligent security home products.
5. Cross-border going to sea: 6 investment and financing events, and overseas service providers are favored
TableJanuary 2024Cross-border overseas projects in the consumer sector that have obtained financing
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In January, there were 6 investment and financing events in the field of cross-border consumption going overseas, the same as the previous month.
Among them, 2 companies engaged in overseas services, including "FOSHO", a one-stop intelligent overseas marketing solution service provider, and "Muchen E-commerce", a cross-border e-commerce service platform, have been financed successively.
In addition, according to Tech Planet news, Ren Lifeng, vice president of ByteDance's virtual reality business PICO, has officially resigned, and his entrepreneurial direction after leaving has chosen to enter cross-border e-commerce, or in the form of independent stations, sources said that the entrepreneurial project has received investment from Sequoia China and IDG.
In terms of IPO, the producer and exporter of water and kitchenware "Tongfu Shares" was listed in the first place.
6. Beauty and personal care: Mao Geping's IPO was terminated, and Ba Wei shares were about to be listed on the Beijing Stock Exchange
Table 12: Beauty & Personal Care Projects Funded in the Consumer Sector in January 2024
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In January, there were 6 investment and financing events in the field of beauty and personal care, an increase from 4 in the previous month.
In terms of IPO, "Mao Geping", a local cosmetics and skin care product R&D, production and distributor, withdrew its listing materials and terminated its listing review; The cosmetics OEM "Ba Wei Shares" submitted for registration and will be listed on the Beijing Stock Exchange.
7. Pets: Pet supplies "Jinnannong" received two rounds of financing
TableJanuary 2024consumer sector to obtain financingPetsproject
*: Enterprise check, Tianyan check, Oriental Fortune choice data and other public information, Blue Shark consumption collation and mapping.
In January, there were 4 investment and financing events in the pet track, among which "Jinnannong", a comprehensive service provider of pet supplies, received two rounds of financing.
TABLE 14January 2024IPO-related events in the new consumer sector
*: Public information such as Qichacha, Tianyancha, Oriental Fortune Choice data, Blue Shark consumption collation and mapping, ranking in no order, just for ease of classification.
In January, a total of 22 consumer companies made new progress in IPOs.
This month's IPO events are mainly focused on the Beijing Stock Exchange and ***
Among them, 1 is submitting for registration and will soon land on the Beijing Stock Exchange, and 4 companies are listed on the Beijing Stock Exchange and 3 and 7 consumer companies respectively, and the review progress is in the inquiry and reply stage.
The company is mainly engaged in the research, production and marketing of marine microalgae DHA, ARA and other microbial products and related terminal products, which are widely used in infant formula, dietary nutritional supplements, health food and other fields.
In terms of the Hong Kong Stock Exchange, three catering companies have submitted prospectuses.
In Shanghai and Shenzhen, only 2 consumer-related companies have made new progress in their IPOs. In addition, "Mao Geping", who rushed to the main board of the Shanghai Stock Exchange, withdrew its application documents, and the listing review was terminated.