Hong Zhong shares revealed that Jiaduobao lost 583 million yuan last year.
Perhaps the most infuriating thing about Jiaduobao is the operating data disclosed by Hong Zhong in the announcement. According to the announcement of Hong Zhong's shares, the operating income of Jiaduobao has shrunk by 30% in the past three years, from 10 billion yuan at the beginning of 20 15 to 7 billion yuan last year. At the same time, it also revealed that Jiaduobao lost nearly 583 million yuan last year, but it was 2014.89 million yuan. The data also shows that by the end of last year, the net assets of Jiaduobao had been negative, reaching-345 million yuan, while the net assets in 20 15 years were still 5.957 billion yuan.
After the announcement of Hong Zhong, "What makes Jiaduobao unhappy is that Hong Zhong has made the sales data public. If the 20 billion revenue mentioned before is actually only 654.38+0 billion, how will Jiaduobao face dealers and customers in the future? Where is integrity? " Zhu, a researcher in the food and beverage industry of China Brand Research Institute, believes that the biggest problem for Jiaduobao at present is the capital chain. If you can go public by backdoor, both internal and external troubles can be solved.
Subsequently, after the voice of Jiaduobao, Hong Zhong stock was suspended urgently. On the afternoon of August 28th, Shenzhen Stock Exchange sent an inquiry to Hong Zhong, asking Hong Zhong to explain immediately whether the contents of Jiaduobao's statement, the Announcement on Signing Debt Restructuring and Operation Custody Agreement disclosed by Hong Zhong and the matters involved were true, accurate and complete.
On the evening of the same day, Hong Zhong once again issued a statement saying that the operation and financial data of Jiaduobao were provided to Hong Zhong by Jiaduobao, and Hong Zhong shares were truthfully disclosed in the announcement.
In this incident, the most concerned is still the performance data of Jiaduobao. Jiaduobao has always been known as the first brand of herbal tea. According to the data provided by Euromonitor International to the reporter of China Business News, in 20 17 years, among the "other natural healthy instant teas", the top three market shares were Jiaduobao, Wanglaoji and Hezheng, accounting for 54.3%, 27.8% and 7.4% respectively.
According to the data released by China Food Industry Association in March of 20 17, in 20 16, the market sales revenue of herbal tea industry reached 56 1.2 billion yuan, up 4.2% year-on-year, and Jiaduobao brand herbal tea ranked first in China herbal tea industry with 52.6% sales market share. In the whole canned herbal tea market, Jiaduobao brand herbal tea ranks first in the canned market of China herbal tea industry with a sales market share of 70.7%.
However, according to the announcement of Hong Zhong, the unaudited main business income of Jiaduobao from 20 15 to 20 17 was 65.438+0.004 billion yuan, 65.438+0.063 billion yuan and 7.002 billion yuan respectively, and its net profit was-65.438+0.89 billion yuan and 65.438+0.08 billion yuan. By the end of 20 17, Jiaduobao had total assets1271500 million yuan, liabilities13/0/680,000 yuan, and liabilities exceeded total assets of 453 million yuan.
This is quite different from the previous media reports that the annual sales of Jiaduobao from 20 15 to 20 17 were about 25 billion yuan, 24 billion yuan and 1500 million yuan respectively.
After the announcement of Hong Zhong shares, Jiaduobao immediately issued a statement, saying that the operating and financial data of Jiaduobao described by Hong Zhong shares were seriously inconsistent with the actual situation. Although Jiaduobao denied the performance data, it did not release real data. After Jiaduobao denied the performance, Hong Zhong announced again that Jiaduobao's operating and financial data were provided to Hong Zhong by Jiaduobao, and Hong Zhong shares were truthfully disclosed in the announcement.
If the data disclosed by Hong Zhong is true, then Jiaduobao is actually no longer beautiful. According to the 20 17 financial report of Guangzhou baiyunshan pharmaceutical group co., ltd. (hereinafter referred to as "baiyunshan"), the income of the company's big health sector (main products include Wang Laoji herbal tea, Ganoderma lucidum spore oil capsules, etc.) was 8.574 billion yuan, with a year-on-year increase of 10.35% and a gross profit margin of 4.47%.
According to the performance given by Hong Zhong, the revenue of Jiaduobao in 20 17 was only 7 billion yuan, which shows that the market revenue of Jiaduobao and Wang Laoji is very close. However, since Baiyun Mountain has not announced the specific sales figures of Wang Laoji, it is still inconclusive whether Jiaduobao meets the title of "the first brand of herbal tea".
According to various sources, the performance of Jiaduobao terminal market is weak, and Wang Laoji is catching up obviously. Some dealers told the reporter of "China Business News" that in order to open the market, Wang Laoji had taken a small profit to attract dealers. 20 15, channel market, Wang Laoji is cheaper than Jiaduobao in 4 yuan per box, attracting dealers; 20 16, Wang Laoji is cheaper than Jiaduobao in 2 yuan per case; By 20 17, the channel prices of Wang Laoji and Jiaduobao were basically the same. "In the channel market, Wang Laoji has been on an equal footing with Jiaduobao." The dealer said.
In this year's terminal market, Jiaduobao is facing a serious crisis. Recently, after this newspaper reported that some areas of Jiaduobao were out of stock, another Jiaduobao dealer revealed to reporters that Jiaduobao's current circulation funds are very weak. After Li Chunlin, president of Jiaduobao, took office, Jiaduobao lowered the purchase price and made efforts to reduce the dealers' efforts to advance their own sales expenses, which was recognized by the dealers. However, after the listing of Jiaduobao Red Cans was announced, Jiaduobao asked the dealers to pay the deposit and recover the original profit-making part through the deposit. "In the channel market, Jiaduobao has lost its dominant position in Wang Laoji."
In this context, it is still unknown how Jiaduobao can achieve the goal of listing and how to solve the internal and external difficulties, but what is certain is that Jiaduobao has lost its former glory.