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Articles by 陈琼

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Capital, Earnings & M&A

Fallen Beingmate: From 'Leading Domestic Milk Powder Maker' to 'Biggest Loser in Dairy Industry'

China's new milk powder policy has accelerated industry reshuffling, putting former leading domestic milk powder stock Beingmate under multiple pressures. After two consecutive years of net losses totaling 1.8 billion yuan, Beingmate has entered a difficult battle to maintain its listing status. From the former 'leading domestic milk powder maker' to the 'biggest loser in the dairy industry', founder Xie Hong, who had previously stepped down due to illness, has returned, but time is running out for him and Beingmate.

陈琼
Dealer Operations

The Era of Low Prices as King Is Gone for FMCG: How Long Can the Nostalgia Card Last?

The era of low prices as king is gone. Young consumers neither look at brands nor prices, only at feelings. As the post-90s and post-00s generations become the new consumer主力, FMCG companies are changing their strategies, focusing on emotional engagement and brand upgrades to win over these new consumers.

陈琼
Capital, Earnings & M&A

Not Just Master Kong: Beer, Cola Giants Are Disappearing!

The instant noodle industry's decline has entered its fifth year, and it's just a microcosm of the FMCG sector's struggles in China. Multinational giants like P&G, Unilever, and Coca-Cola are all feeling the pinch as consumer spending shifts toward health, travel, and education, forcing brands to pivot to premium products.

陈琼