Chinese delicacies look at the Central Plains, the Central Plains food is so varied!
Henan has been a major food town since ancient times. This land is seriously underestimated by Chinese foodies.
Bandung is the leading meat processing leader Shuanghui; Chen Zemin founded the first domestic quick-frozen food-, brothers Liu Weiping Sanquan Foods _span 2 , Weilong, Du Zhongbing and Du Zhongbing created Banu hot pot... Henan, known as the "Chinese Kitchen", gave birth to food-eating unicorns one after another.
In the subdivision track of quick-frozen dumplings, Missing and Sanquan’s derby in the same city have staged business legends one after another in the Central Plains.
If the boss of the frozen food pastry industry is still the leader of the dumplings and dumplings, the Sanquan Foods that has not been shaken for the time being, then the miss group founder Li Wei and his miss system are the most comprehensive in the frozen food industry. The presence.
Li Wei once created Miss Foods, Huanghe Grand View, Xianglong four or five listed companies; in the frozen food industry, Li Wei is the best way to do real estate business In the real estate industry, Li Wei is the best-selling liquor.
now,Not only did Li Wei succeed in thinking about food, he also founded Chiwei Central Kitchen. From the C-end to the B-end, he became the first share of the catering supply chain and became one of the few listed companies to build four. Capital predators!
One
Just now, another food company in Henan went public.
This morning, Qianweiyang Kitchen, the giant of Henan's quick-frozen rice noodle catering supply chain, ushered in its own highlight moment.
On September 6, Zhengzhou Qianwei Central Kitchen Food Co., Ltd. (stock abbreviation "Qian Wei Central Kitchen" stock code: 001215) officially landed on the A-share market.
This also means that the "first share of the catering supply chain" was born, and another member of the listed Henan Army was added.
The issue price of this stock was 15.71 yuan per share, which rose 43.98% to the daily limit of 22.62 yuan, and the market value was 1.925 billion yuan!
You may not know the company "Qianwei Central Kitchen", but you have probably eaten its products.
KFC's fried dough sticks, Subway 's square flat bread, Burger King 's liquid cheese, real kung fu buns... all come from "Qianwei Yangchu".
According to the prospectus, Qianwei Central Kitchen was established in April 2012 and is one of China's first suppliers of customized and standardized quick-frozen noodle products solutions for catering companies. Customers include Pizza Hut , KFC, Burger King, Wallace , Dicos, Little Sheep , Haidilao , Jiumaojiu and other well-known companies.
's main business is the research and development, production and sales of quick-frozen noodle products for catering companies, such as fried dough sticks, crispy banana, fried spring rolls, potato bread, peeing beef balls , sesame ball, egg tart skin, sweet potato balls and other delicacies are the main products of Qianwei Central Kitchen.
According to data from GF Securities Research Center, Qianwei Central Kitchen has become a leading enterprise in the catering channel in the field of quick-frozen rice and noodles.
According to the prospectus, from 2018 to 2020, the operating income of Qianwei Central Kitchen will be 701 million yuan, 889 million yuan and 942 million yuan, and the net profit will be 58.678 million yuan, 73.153 million yuan and 58.144 million yuan respectively.
In the first half of this year, Qianwei Central Kitchen achieved a double increase in performance, operating income reached 558 million yuan, an increase of 54.80%; net profit reached 35.79 million Yuan,A year-on-year increase of 47.67%.
贰
Frozen food has a history of less than 50 years in my country, and the history of house-plate disputes is only 30 years, and it also belongs to adapt to the changes in my country’s policies. And the inevitable product of the era of development in the tide of economic development.
You should be familiar with miss foods. You can often see fast-frozen foods such as dumplings, glutinous rice balls, and steamed buns in supermarkets. In fact, Qianwei Central Kitchen is closely related to Miss Food.
It is not difficult to find out that the company is not only born in Miss Food, but in fact, it was difficult for Qianwei Central Kitchen to be separated from the company during the entire reporting period from 2017 to 2019. Missing the association of food.
In 2012, Si Nian Foods, which was listed in Singapore for 6 years, was privatized and delisted. In April of the same year, Zhengzhou Si Nian Foods Co., Ltd. ("Zhengzhou Si Nian") solely invested 6.5 million yuan to establish Qianwei Co., Ltd.
Qianwei Co., Ltd. is the predecessor of Qianwei Central Kitchen. In fact, the controller Li Wei holds 62.49% of Qianwei Central Kitchen through the wholly-owned holding company Gongqingcheng City.
Li Wei is also the actual controller of Miss Food. During the reporting period,Through controlling Zhengzhou Miss 70% of the shares is also the actual controller, and in 2017, it withdrew from the Zhengzhou Miss management.
Before 2017, the actual controller of Qianweiyang Kitchen and Miss Foods was always Li Wei. The two parties even shared the same plant, shared marketing system, and jointly engaged in the research and development, production and sales of quick-frozen rice and noodle products.
In addition, many senior executives of Qianwei Central Kitchen are all from Miss Food. The chairman of the company, Sun Jian, served as Zhengzhou Missy’s business representative and Shanghai company manager from October 2000 to September 2010; Zhong Hui, deputy general manager From October 2002 to August 2004, he served as the sales manager of Xiangnan District of Zhengzhou Miss Sales; the core technician Jia Xueming was once Miss Pastry Chef and R&D Team Leader.
From the current equity structure of Qianwei Central Kitchen, Li Wei indirectly holds 62.49% of Qianwei Central Kitchen through Gongqingcheng City. Other major shareholders include Suqian Hanbang and Qianhai New Hope , Shangde Hewei, Gongqingcheng Kaili, Shenzhen Wangju, etc.
Among them, Suqian Hanbang is the foreign investment platform established by JD.com, and Shenzhen Wangju is the investment platform of Juewei Food , which is a highlight in the shareholder list.
three
Li Wei and Qianwei Yang Chu are just a microcosm of the "Henan Gang".
Although Qianwei Central Kitchen is sprinting into the capital market for the first time, Li Wei, the actual controller of Qianwei Central Kitchen, is an "veteran" of capital.
’s prospectus disclosed that, during the reporting period, Li Wei, the actual controller of Qianwei Central Kitchen, had indirectly held 70.43% of Synear Food and actually controlled Miss Food, which was based in Singapore as early as 2006. It was listed and then privatized and delisted in 2012. From the listing of Miss Foods to the privatization and delisting, this entry and exit brought Li Wei a return of more than 1.4 billion yuan in capital. It is precisely because of this that Li Weichu Tasted the sweetness of capital and realized its transformation from industrialist to capitalist.
Li Wei is full of entrepreneurial tenacity. He has worked as a civil servant, sold sesame paste , opened a game hall, and sold ice cream which made him accidentally enter the quick-freezing industry. After that, he took food and made it for 10 years. To 4.5 billion, it is out of control.
Li Wei was born in Zhumadian, Henan Province in 1968. He graduated from Zhengzhou University Journalism Department. He worked as a reporter and a civil servant before resigning to start a business.
In 1996, with the total distribution of Heluxue ice cream in Henan, Li Wei earned his first million in his life. After that, he took aim at glutinous rice balls and founded Miss Food.
Li Wei, who is born in the media, is well versed in propaganda. Soon after the establishment of Miss Food, he invested 4 million in the production of a commercial for Miss Food and broadcast it on CCTV. , Miss Tangyuan and Miss Dumpling soon became national brand-name products. , Li Wei also became the youngest rich man in Henan earlier because of missing food.
August 2006,Missing Food was listed on the Singapore stock exchange , two years before Sanquan Foods was listed on the Shenzhen Stock Exchange.
However, in just a few years, Miss Foods suffered from “light market trading, poor liquidity and difficulty in refinancing” due to declining performance and repeated quality problems.
In 2012, Li Wei and others spent more than 500 million yuan to privatize and delist Miss Food from the SGX, which ended sadly.
From the perspective of capital return, Missing’s listing and delisting has achieved a capital return of more than 1.4 billion yuan in 6 years. It can be said that Li Wei’s successful capital operation is a successful capital operation, and it can also be operated on capital. Quickly accumulated wealth.
4
Li Wei of Shanwu Capital, long-sleeved, began to diversify and expand after thinking that food had a firm foothold in the frozen food industry. He began to get involved in real estate, Chinese fast food, liquor and other industries.
Li Wei once created four or five listed companies in Miss Food, Huanghe Grand View, and Xianglong. Qianweiyang Kitchen, which focuses on catering business suppliers, is already his fourth IPO in his life.
From listing to delisting, then starting again and then listing again, why did Li Wei withdraw from the missed food that he founded and was almost equivalent to his label? From "ownership" to "shareholders" and then "ownership" again, what is Li Wei going to do next?
From the establishment of investment to the increase of capital and shares, to the exit of the actual controller Li Wei,Qianwei Central Kitchen has been "de-thinking" and has a clear goal of independent listing.
What is puzzling is that while holding the Miss Food, whose revenue is far surpassing Qianwei Central Kitchen, the actual controller Li Wei “sells” the missed food "cheap" and chooses Qian Wei Yang with a small size. The kitchen is on the market, and the logic of its operation is intriguing.
At the end of 2017, Li Wei held approximately 63% of the shares in Miss Food, which had been fully funded by the management team of Miss Food. Li Wei completed the withdrawal of Miss Food and left Miss Food to his founding team.
More than one head of Henan enterprises said, "We haven't figured out the path of overseas listing. Li Wei has returned with Miss Food and Huanghe Grand View".
"Between advance and retreat" is Li Wei's investment trading philosophy!
Whether it is quick-frozen food, real estate or wine, it is more like a tool and carrier for Li Wei to engage in capital operations, and building a huge capital operation platform is the ultimate goal of arbitrage through the listing of these projects. Is Qianwei Central Kitchen, who is sprinting for A-share IPO, an exception?
This time, Li Wei will bring Qianwei Central Kitchen to sprint for IPO. However, due to the overlap between the main business of the Missing Food and Qian Wei Central Kitchen, the problem of horizontal competition is Qian Wei Central Kitchen. The listing has brought some troubles. In order to solve the problem of competition between Qianwei Central Kitchen and Miss Food, Li Wei chose to leave Miss Food, which has accompanied him for many years, but is Li Wei really willing to let go of the Miss Food he founded?
or,Qianwei Central Kitchen's attempt to go public this time may make the mistake of missing food again and become a tool for Li Wei's capital operation.
In the early years, investors were not welcome to traditional catering. One or two can be seen from several catering companies that have been listed on the A-share market; The road to capitalization brings new opportunities. Both investors and practitioners have begun to re-examine this track.
References:
Zebra consumption "Miss Foods founder Li Wei recreates Qianwei Central Kitchen",
Daily IPO "Today, everyone eats another Henan listed company _pspan2 p0", Global Tiger Finance app "Qianwei Central Kitchen IPO, the actual controller Li Wei's capital market conspiracy",
Dahe Finance Cube "Just now! Qianwei Central Kitchen is listed on the main board of Shenzhen Stock Exchange and is the first share of the catering supply chain.",
"Qianwei Central Kitchen Li Wei’s capital puzzle, let go and miss the reality of geometry, deep in the food safety whirlpool",
,
21st Century Business Herald "A-shares or "first share" of welcoming fritters! Missing another capital strategy of the founder of Dumplings? "
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