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2021-03-30

The post-80s female CEO leads the team, and Chaoyun's strongest team enters the new 100 billion business

朝云集团向外界秀了一下自己的“肌肉”。3月26日，朝云集团发布2020年年度业绩公告。公告显示，朝云集团2020年实现营业收入17.02亿元（人民币，下同），同比增长23%；年内溢利2.33亿元，同比

The post-80s female CEO leads the team, and Chaoyun's strongest team enters the new 100 billion business

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KeithHan
·2021-03-30
Yayaayy [惊讶] [惊讶] [惊讶] [惊讶]
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KeithHan
·2021-03-31
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":355787386,"tweetId":"355787386","gmtCreate":1617106413645,"gmtModify":1704695888482,"author":{"id":3571822975434375,"idStr":"3571822975434375","authorId":3571822975434375,"authorIdStr":"3571822975434375","name":"wormsccc","avatar":"https://static.tigerbbs.com/3aa76875645103bf18f2faa96838defd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>ok</body></html>","htmlText":"<html><head></head><body>ok</body></html>","text":"ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/355787386","repostId":1148049485,"repostType":4,"repost":{"id":"1148049485","kind":"news","pubTimestamp":1617103724,"share":"https://ttm.financial/m/news/1148049485?lang=en_US&edition=fundamental","pubTime":"2021-03-30 19:28","market":"hk","language":"zh","title":"The post-80s female CEO leads the team, and Chaoyun's strongest team enters the new 100 billion business","url":"https://stock-news.laohu8.com/highlight/detail?id=1148049485","media":"投资界","summary":"朝云集团向外界秀了一下自己的“肌肉”。3月26日，朝云集团发布2020年年度业绩公告。公告显示，朝云集团2020年实现营业收入17.02亿元（人民币，下同），同比增长23%；年内溢利2.33亿元，同比","content":"Chaoyun Group showed its \"muscles\" to the outside world.On March 26, Chaoyun Group released its 2020 annual results announcement. The announcement shows that Chaoyun Group achieved operating income of 1.702 billion yuan (RMB, the same below) in 2020, a year-on-year increase of 23%; The profit for the year was 233 million yuan, a year-on-year increase of 26.3%, and reached a high growth rate of 32.4% after adjustment. Both revenue and net profit increased. In addition, Chaoyun Group also announced the dividend payment plan proposed by the board of directors, which is less than a month after its listing.Chaoyun Group, positioned as a one-stop multi-category home care, pet care and personal care platform, just successfully landed on the Hong Kong stock market on March 10 this year, with a market value of more than HK $11 billion. It owns many well-known brands such as Chaowei, Beibeijian, Weiwang, Runzhisu, Stubborn Tail, DUX Deshi, and Xilan.Behind Chaoyun Group is Chen Danxia, a post-80s helm. It is worth mentioning that this is the first full-year performance report released by the new management team led by Chen Danxia one and a half years after its arrival. This performance completely exceeded market expectations, demonstrating the management level of the new team and its forward-looking positioning of the future business development direction.The performance report shows that the revenue of Chaoyun Group's pet care products has increased by more than ten times compared with the previous year, becoming a highlight. Next, Chaoyun Group will fully enter pet care to meet high growth opportunities in the pet industry. You must know that this is a hundreds of billions of blue ocean market.Chaoyun Group 2020 report card:Earned 1.7 billion yuan a year and received another 24 million yuan in investmentChaoyun Group, which has only been listed for 20 days, has experienced storms. Although the IPO broke on the first day, the investment sentiment is still strong and the market attention is extremely high. During the major adjustment of Hong Kong stocks, it is not easy for a new stock to get out of the reverse upward curve. This performance report has handed over another brilliant answer sheet.On March 26, Chaoyun Group Co., Ltd. (hereinafter referred to as \"Chaoyun Group\", 6601. HK) released its 2020 annual results. The announcement shows that the company achieved operating income of RMB 1.702 billion in 2020, a year-on-year increase of 23%; Profit for the year was 233 million yuan, a year-on-year increase of 26.3%.<img src=\"https://static.tigerbbs.com/46567580bfc84b25d3476727721fe902\" tg-width=\"1080\" tg-height=\"522\" referrerpolicy=\"no-referrer\">As we all know, due to the outbreak of COVID-19 pandemic in 2020, various industries have been affected to varying degrees. Against this background, Chaoyun Group still showed strong profitability, and its annual performance exceeded expectations. At the same time, Chaoyun Group also announced the dividend payout plan proposed by the board of directors, and has proposed to pay dividends at a dividend payout rate of 25% based on the 2020 profit.Not only that, with the steady growth of core financial indicators, Chaoyun Group's capital reserves are even more sufficient. The performance announcement shows that the gross profit margin of Chaoyun Group in 2020 will be RMB 742.6 million, a year-on-year increase of 23.8%; As of December 31, 2020, the Group held cash and cash equivalents and various deposits of RMB885 million, representing a year-on-year increase of 73.13% as compared with the end of 2019.Chaoyun Group's product categories have been continuously improved in 2020, achieving growth in all categories. Among them, the revenue of pet care products increased by more than ten times compared with the previous year, and the revenue of home care products and personal care products increased by 20% and 51.7% respectively.In addition, the comprehensive expansion of sales channels was also a highlight of Chaoyun Group's performance last year.The performance announcement shows that Chaoyun Group's online and offline omni-channel coverage business has grown rapidly. Since 2018, the self-built e-commerce team has developed online business, which has rapidly split from a single store to 26 self-operated stores and more than 20 online channels. The annual growth rate is 92.8% year-on-year. The revenue of self-operated online stores increased significantly by 121.5%, which will be beneficial to gross profit growth; Offline, it has more than 1,200 offline dealers, approximately 620,000 sales outlets, 48 major customers and 11,000 retail outlets covering all provinces and prefecture-level cities in China, fully penetrating first-to fifth-tier cities. Revenue in 2020 A year-on-year increase of 14.4%.The strong coverage of offline channels and the clear profit model of online channels are the cornerstones of the sustainable development of a consumer goods enterprise in the Internet economy. Especially today, when the growth rate of China's third-tier cities exceeds that of first-and second-tier cities, rapid and effective penetration into lower-tier cities through strong distribution capabilities is the key to offline sustainable development; The rapid development of online business, the expansion of emerging channel communities, and the layout of home business are also a major increase in the company's future development.According to the equity data of the Hong Kong Stock Exchange, Chaoyun Group recently received an increase of 3.56 million shares from Morgan Stanley, involving approximately RMB 24.25 million. After the increase, the latest number of shares held is approximately 80.5431 million shares, and the latest shareholding ratio is 6.04%. This just proves that Chaoyun Group's unexpected performance has once again been recognized by the capital market.The second generation born in the 1980s was at the helm,Build a tracked learning organizationThe unexpected development of Chaoyun Group is inseparable from the helm behind it-Chen Danxia.Chen Danxia started her business in 2004 while studying at the University of Sydney, Australia. In 2008, she parachuted to Gaozi as the general manager, and in 2014, she became the chairman of Gaozi. Faced with many difficulties at that time, Chen Danxiafu carried out drastic reforms as soon as he took office, starting from four aspects: team building, channel expansion, organizational structure reconstruction, and series new product development. Soon, Gaozi achieved contrarian growth within two years, maintaining a growth rate of more than 50% for many consecutive years, becoming the first case in which a domestic daily chemical giant acquired a cosmetics company and successfully transformed.After this battle, Chen Danxia gained more recognition as a second-generation post-80s creator, and became responsible for the predecessor of Chaoyun Group-Chaowei Business Department. In 2018, she reorganized the businesses of several companies in the Chaowei Division to form Chaoyun Group. In 2019, Chen Danxia became the chairman and CEO of Chaoyun Group, established a new management team and e-commerce business team, and reorganized the offline business team to further quickly implement the strategic layout of multi-brands and multi-categories.<img src=\"https://static.tigerbbs.com/91a275f5c8a5f70ab8723996d4620cff\" tg-width=\"1080\" tg-height=\"1620\" referrerpolicy=\"no-referrer\">Compared with the top 500 consumer goods companies in the world, if a consumer goods company wants to become bigger and stronger, it must have the ability to operate in multiple brands and categories, and build a crawler development team. In the past, the Chinese market lacked teams with successful comprehensive experience in multi-brand, multi-category operations of consumer goods and mergers, acquisitions and reorganizations, and this is the advantage of Chaoyun Group's management team.The performance announcement shows that Chen Danxia and her management team have rich industry experience across platforms, channels and fields, spanning cosmetics, daily chemicals, maternal and child products, pets and e-commerce. He also has extensive experience and international perspective in rapid integration of domestic and foreign mergers and acquisitions. Team members have an average of more than 15 years of experience in the industry, and have worked in companies under Chaoyun Group for an average of more than 10 years.It is reported that Chen Danxia is low-key and good at learning. She is very good at strategic formulation and dismantling of online and offline businesses. She has her own unique experience and intuition in brand management and incubation, and spends a lot of energy with her team every day. Since taking office as CEO of Chaoyun, she has personally led the team to ensure that the seven centers of Chaoyun Group coordinate in the same direction through the general meeting of the center on Monday, Wednesday and Friday; Each center will also hold weekly meetings and monthly review to ensure that the secondary departments under each center coordinate in the same direction, forming a top-down organization with unity of thinking and action. During the epidemic, Chaoyun Group held more than 3,000 training sessions in a month for more than 1,000 offline dealers, helping more than 100,000 dealers cope with the new retail pattern in the new consumption era after the epidemic. In addition, she also set up Chaoyun College, requiring all centers to train and cultivate talents for echelons within their respective jurisdictions, so as to build the organizational structure of multi-brand and multi-category consumer goods groups, a crawler talent incubation system and an enabling gene to attract external talents.With excellent multi-brand and multi-category operation capabilities and strong organizational management capabilities, Chen Danxia led the Chaoyun team to successfully incubate a number of industry leading brands and build a strategy of thousands of people and thousands of faces. They have invested a lot of energy and funds in research and development, and carried out multi-brand and product crawler layout for each category of products to meet the different needs of consumers, which is rare in the industry.In addition, qualification access and compliance capabilities are also indispensable factors for the rapid development of Chaoyun Group. It is reported that Chaoyun Group has formulated strict standards for market access, production, quality control, sewage discharge and many other processes. Whether it is mosquito repellent and insect killing, disinfection and sterilization, pet care, personal care and other industries, there are very high access qualification requirements.In the end, Chaoyun Group built a one-stop multi-category home care, pet care and personal care platform, and was able to buck the trend and achieve outstanding results in 2020.Comprehensively enter pet care,This is a hundred billion-level blue ocean marketHow much imagination does Chaoyun Group have for its future growth?According to the CIC Consulting report, China's pet care, home care and personal care markets are the three fastest growing segments. The compound annual growth rate of retail sales of pet care, home care and personal care markets from 2019 to 2024 is expected to be 17.8%, 8.7% and 8.9% respectively. It is estimated that the home care market will reach 69.4 billion in 2024, the personal care market will reach 701.4 billion, and the pet market will also exceed 100 billion.In addition, Guotai Junan Research also pointed out that with the increase and increase of single youth and social pressure, the number of people keeping pets has gradually increased. Pets are mainly cats and dogs, reaching 100 million in 2020.<img src=\"https://static.tigerbbs.com/a32d0a8cd2f6a976804c9b2fde0af8c5\" tg-width=\"1080\" tg-height=\"437\" referrerpolicy=\"no-referrer\">It can be seen that the core categories of Chaoyun Group have a huge room for future development, which has been reflected in the performance report.The performance report shows that Chaoyun Group began to enter the pet care sector with fast growth and high gross profit in 2019. The newly created brand \"Stubborn Tail\" ranked first in the pet perfume deodorization category of Tmall within 4 months of its listing.. In 2020, the total revenue of Chaoyun Group's pet care business will increase by more than 10 times. From 2021 to 2022, Chaoyun Group will launch a total of 62 new products, including 31 pet care products, accounting for half, which shows that Chaoyun Group's emphasis on emerging categories.It is worth mentioning that whenever Chaoyun Group chooses to enter a new category, it will first use the integration capabilities of the supply chain to create competitive advantages and ensure the provision of high-quality products under the condition of controllable raw materials and production costs. The reason why we chose to strategically develop the pet care sector is not only the large scale, fast growth rate, great potential, and low brand concentration of the track itself, but also because we can connect with other sectors of the group that have established advantages. The successful experience of other sectors also enables Chaoyun Group to solve the needs of young people for new brands, new products and personalization in a targeted manner.Next, Chaoyun Group focused its attention on the pet care sector. With the advantages that the group has established in the pet care sector, 2021 will fully enter the pet track. Chaoyun Group will also rely on its leading market position and omni-channel distribution network to meet the high growth opportunities of the pet industry and enjoy the benefits of the pet blue ocean market of 100 billion yuan.At the same time, Chaoyun Group also stated in its performance announcement that the company will continue to adhere to product technology upgrades, deploy overseas R&D centers, and make use of the advantages of local research talents to study and transform consumer needs and create customized products. The Group will continue to implement its ESG and sustainability strategies, continue to implement the strategy of thousands of people and thousands of faces, and expand its product offerings to build a one-stop multi-category platform.Going public is just a starting point. In the future, with the continuous deepening and rapid development in the field of personal care and pet care, Chaoyun Group led by Chen Danxia will embark on a new journey.","source":"tzj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The post-80s female CEO leads the team, and Chaoyun's strongest team enters the new 100 billion business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe post-80s female CEO leads the team, and Chaoyun's strongest team enters the new 100 billion business\n</h2>\n<h4 class=\"meta\">\n\n投资界2021-03-30 19:28\n\n</h4>\n</header>\n<article>\nChaoyun Group showed its \"muscles\" to the outside world.On March 26, Chaoyun Group released its 2020 annual results announcement. The announcement shows that Chaoyun Group achieved operating income of 1.702 billion yuan (RMB, the same below) in 2020, a year-on-year increase of 23%; The profit for the year was 233 million yuan, a year-on-year increase of 26.3%, and reached a high growth rate of 32.4% after adjustment. Both revenue and net profit increased. In addition, Chaoyun Group also announced the dividend payment plan proposed by the board of directors, which is less than a month after its listing.Chaoyun Group, positioned as a one-stop multi-category home care, pet care and personal care platform, just successfully landed on the Hong Kong stock market on March 10 this year, with a market value of more than HK $11 billion. It owns many well-known brands such as Chaowei, Beibeijian, Weiwang, Runzhisu, Stubborn Tail, DUX Deshi, and Xilan.Behind Chaoyun Group is Chen Danxia, a post-80s helm. It is worth mentioning that this is the first full-year performance report released by the new management team led by Chen Danxia one and a half years after its arrival. This performance completely exceeded market expectations, demonstrating the management level of the new team and its forward-looking positioning of the future business development direction.The performance report shows that the revenue of Chaoyun Group's pet care products has increased by more than ten times compared with the previous year, becoming a highlight. Next, Chaoyun Group will fully enter pet care to meet high growth opportunities in the pet industry. You must know that this is a hundreds of billions of blue ocean market.Chaoyun Group 2020 report card:Earned 1.7 billion yuan a year and received another 24 million yuan in investmentChaoyun Group, which has only been listed for 20 days, has experienced storms. Although the IPO broke on the first day, the investment sentiment is still strong and the market attention is extremely high. During the major adjustment of Hong Kong stocks, it is not easy for a new stock to get out of the reverse upward curve. This performance report has handed over another brilliant answer sheet.On March 26, Chaoyun Group Co., Ltd. (hereinafter referred to as \"Chaoyun Group\", 6601. HK) released its 2020 annual results. The announcement shows that the company achieved operating income of RMB 1.702 billion in 2020, a year-on-year increase of 23%; Profit for the year was 233 million yuan, a year-on-year increase of 26.3%.<img src=\"https://static.tigerbbs.com/46567580bfc84b25d3476727721fe902\" tg-width=\"1080\" tg-height=\"522\" referrerpolicy=\"no-referrer\">As we all know, due to the outbreak of COVID-19 pandemic in 2020, various industries have been affected to varying degrees. Against this background, Chaoyun Group still showed strong profitability, and its annual performance exceeded expectations. At the same time, Chaoyun Group also announced the dividend payout plan proposed by the board of directors, and has proposed to pay dividends at a dividend payout rate of 25% based on the 2020 profit.Not only that, with the steady growth of core financial indicators, Chaoyun Group's capital reserves are even more sufficient. The performance announcement shows that the gross profit margin of Chaoyun Group in 2020 will be RMB 742.6 million, a year-on-year increase of 23.8%; As of December 31, 2020, the Group held cash and cash equivalents and various deposits of RMB885 million, representing a year-on-year increase of 73.13% as compared with the end of 2019.Chaoyun Group's product categories have been continuously improved in 2020, achieving growth in all categories. Among them, the revenue of pet care products increased by more than ten times compared with the previous year, and the revenue of home care products and personal care products increased by 20% and 51.7% respectively.In addition, the comprehensive expansion of sales channels was also a highlight of Chaoyun Group's performance last year.The performance announcement shows that Chaoyun Group's online and offline omni-channel coverage business has grown rapidly. Since 2018, the self-built e-commerce team has developed online business, which has rapidly split from a single store to 26 self-operated stores and more than 20 online channels. The annual growth rate is 92.8% year-on-year. The revenue of self-operated online stores increased significantly by 121.5%, which will be beneficial to gross profit growth; Offline, it has more than 1,200 offline dealers, approximately 620,000 sales outlets, 48 major customers and 11,000 retail outlets covering all provinces and prefecture-level cities in China, fully penetrating first-to fifth-tier cities. Revenue in 2020 A year-on-year increase of 14.4%.The strong coverage of offline channels and the clear profit model of online channels are the cornerstones of the sustainable development of a consumer goods enterprise in the Internet economy. Especially today, when the growth rate of China's third-tier cities exceeds that of first-and second-tier cities, rapid and effective penetration into lower-tier cities through strong distribution capabilities is the key to offline sustainable development; The rapid development of online business, the expansion of emerging channel communities, and the layout of home business are also a major increase in the company's future development.According to the equity data of the Hong Kong Stock Exchange, Chaoyun Group recently received an increase of 3.56 million shares from Morgan Stanley, involving approximately RMB 24.25 million. After the increase, the latest number of shares held is approximately 80.5431 million shares, and the latest shareholding ratio is 6.04%. This just proves that Chaoyun Group's unexpected performance has once again been recognized by the capital market.The second generation born in the 1980s was at the helm,Build a tracked learning organizationThe unexpected development of Chaoyun Group is inseparable from the helm behind it-Chen Danxia.Chen Danxia started her business in 2004 while studying at the University of Sydney, Australia. In 2008, she parachuted to Gaozi as the general manager, and in 2014, she became the chairman of Gaozi. Faced with many difficulties at that time, Chen Danxiafu carried out drastic reforms as soon as he took office, starting from four aspects: team building, channel expansion, organizational structure reconstruction, and series new product development. Soon, Gaozi achieved contrarian growth within two years, maintaining a growth rate of more than 50% for many consecutive years, becoming the first case in which a domestic daily chemical giant acquired a cosmetics company and successfully transformed.After this battle, Chen Danxia gained more recognition as a second-generation post-80s creator, and became responsible for the predecessor of Chaoyun Group-Chaowei Business Department. In 2018, she reorganized the businesses of several companies in the Chaowei Division to form Chaoyun Group. In 2019, Chen Danxia became the chairman and CEO of Chaoyun Group, established a new management team and e-commerce business team, and reorganized the offline business team to further quickly implement the strategic layout of multi-brands and multi-categories.<img src=\"https://static.tigerbbs.com/91a275f5c8a5f70ab8723996d4620cff\" tg-width=\"1080\" tg-height=\"1620\" referrerpolicy=\"no-referrer\">Compared with the top 500 consumer goods companies in the world, if a consumer goods company wants to become bigger and stronger, it must have the ability to operate in multiple brands and categories, and build a crawler development team. In the past, the Chinese market lacked teams with successful comprehensive experience in multi-brand, multi-category operations of consumer goods and mergers, acquisitions and reorganizations, and this is the advantage of Chaoyun Group's management team.The performance announcement shows that Chen Danxia and her management team have rich industry experience across platforms, channels and fields, spanning cosmetics, daily chemicals, maternal and child products, pets and e-commerce. He also has extensive experience and international perspective in rapid integration of domestic and foreign mergers and acquisitions. Team members have an average of more than 15 years of experience in the industry, and have worked in companies under Chaoyun Group for an average of more than 10 years.It is reported that Chen Danxia is low-key and good at learning. She is very good at strategic formulation and dismantling of online and offline businesses. She has her own unique experience and intuition in brand management and incubation, and spends a lot of energy with her team every day. Since taking office as CEO of Chaoyun, she has personally led the team to ensure that the seven centers of Chaoyun Group coordinate in the same direction through the general meeting of the center on Monday, Wednesday and Friday; Each center will also hold weekly meetings and monthly review to ensure that the secondary departments under each center coordinate in the same direction, forming a top-down organization with unity of thinking and action. During the epidemic, Chaoyun Group held more than 3,000 training sessions in a month for more than 1,000 offline dealers, helping more than 100,000 dealers cope with the new retail pattern in the new consumption era after the epidemic. In addition, she also set up Chaoyun College, requiring all centers to train and cultivate talents for echelons within their respective jurisdictions, so as to build the organizational structure of multi-brand and multi-category consumer goods groups, a crawler talent incubation system and an enabling gene to attract external talents.With excellent multi-brand and multi-category operation capabilities and strong organizational management capabilities, Chen Danxia led the Chaoyun team to successfully incubate a number of industry leading brands and build a strategy of thousands of people and thousands of faces. They have invested a lot of energy and funds in research and development, and carried out multi-brand and product crawler layout for each category of products to meet the different needs of consumers, which is rare in the industry.In addition, qualification access and compliance capabilities are also indispensable factors for the rapid development of Chaoyun Group. It is reported that Chaoyun Group has formulated strict standards for market access, production, quality control, sewage discharge and many other processes. Whether it is mosquito repellent and insect killing, disinfection and sterilization, pet care, personal care and other industries, there are very high access qualification requirements.In the end, Chaoyun Group built a one-stop multi-category home care, pet care and personal care platform, and was able to buck the trend and achieve outstanding results in 2020.Comprehensively enter pet care,This is a hundred billion-level blue ocean marketHow much imagination does Chaoyun Group have for its future growth?According to the CIC Consulting report, China's pet care, home care and personal care markets are the three fastest growing segments. The compound annual growth rate of retail sales of pet care, home care and personal care markets from 2019 to 2024 is expected to be 17.8%, 8.7% and 8.9% respectively. It is estimated that the home care market will reach 69.4 billion in 2024, the personal care market will reach 701.4 billion, and the pet market will also exceed 100 billion.In addition, Guotai Junan Research also pointed out that with the increase and increase of single youth and social pressure, the number of people keeping pets has gradually increased. Pets are mainly cats and dogs, reaching 100 million in 2020.<img src=\"https://static.tigerbbs.com/a32d0a8cd2f6a976804c9b2fde0af8c5\" tg-width=\"1080\" tg-height=\"437\" referrerpolicy=\"no-referrer\">It can be seen that the core categories of Chaoyun Group have a huge room for future development, which has been reflected in the performance report.The performance report shows that Chaoyun Group began to enter the pet care sector with fast growth and high gross profit in 2019. The newly created brand \"Stubborn Tail\" ranked first in the pet perfume deodorization category of Tmall within 4 months of its listing.. In 2020, the total revenue of Chaoyun Group's pet care business will increase by more than 10 times. From 2021 to 2022, Chaoyun Group will launch a total of 62 new products, including 31 pet care products, accounting for half, which shows that Chaoyun Group's emphasis on emerging categories.It is worth mentioning that whenever Chaoyun Group chooses to enter a new category, it will first use the integration capabilities of the supply chain to create competitive advantages and ensure the provision of high-quality products under the condition of controllable raw materials and production costs. The reason why we chose to strategically develop the pet care sector is not only the large scale, fast growth rate, great potential, and low brand concentration of the track itself, but also because we can connect with other sectors of the group that have established advantages. The successful experience of other sectors also enables Chaoyun Group to solve the needs of young people for new brands, new products and personalization in a targeted manner.Next, Chaoyun Group focused its attention on the pet care sector. With the advantages that the group has established in the pet care sector, 2021 will fully enter the pet track. Chaoyun Group will also rely on its leading market position and omni-channel distribution network to meet the high growth opportunities of the pet industry and enjoy the benefits of the pet blue ocean market of 100 billion yuan.At the same time, Chaoyun Group also stated in its performance announcement that the company will continue to adhere to product technology upgrades, deploy overseas R&D centers, and make use of the advantages of local research talents to study and transform consumer needs and create customized products. The Group will continue to implement its ESG and sustainability strategies, continue to implement the strategy of thousands of people and thousands of faces, and expand its product offerings to build a one-stop multi-category platform.Going public is just a starting point. In the future, with the continuous deepening and rapid development in the field of personal care and pet care, Chaoyun Group led by Chen Danxia will embark on a new journey.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/i8UhPQ2K6tr4-WeczmCJUA\">投资界</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/91a275f5c8a5f70ab8723996d4620cff","relate_stocks":{"06601":"朝云集团"},"source_url":"https://mp.weixin.qq.com/s/i8UhPQ2K6tr4-WeczmCJUA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148049485","content_text":"朝云集团向外界秀了一下自己的“肌肉”。3月26日，朝云集团发布2020年年度业绩公告。公告显示，朝云集团2020年实现营业收入17.02亿元（人民币，下同），同比增长23%；年内溢利2.33亿元，同比增长26.3%，经调整达到32.4%高增长，营收与净利双双上升。此外，朝云集团还公布了董事会建议派息方案，这距离其上市仅不到一个月时间。定位为一站式多品类家居护理、宠物护理和个人护理平台的朝云集团，此前刚于今年3月10日成功登陆港股，市值超过110亿港元。其旗下拥有超威、贝贝健、威王、润之素、倔强的尾巴、DUX德是、西兰等多个知名品牌。在朝云集团的背后，是一位80后掌舵人——陈丹霞。值得一提的是，此次是由陈丹霞带领的新管理团队到岗一年半后，发布的第一份全年业绩报告。此次业绩完全超出市场预期，展现了新团队的管理水平及对未来业务发展方向的定位很有前瞻性。业绩报告显示，朝云集团宠物护理产品的收入较上一年度增长超十倍，成为一大亮点。接下来，朝云集团将会全面进军宠物护理，迎接宠物行业高增长机会。须知道，这是一个千亿级蓝海市场。朝云集团2020成绩单：一年进账17个亿，再获2400万元投资上市仅20天的朝云集团，已经经历风雨，IPO首日虽破发，但投资情绪依然浓烈，市场关注度极高。在港股大调整期间，一支新股能走出反向上攻曲线，实属不易。本次业绩报告又交出了一份亮眼的答卷。3月26日，朝云集团有限公司（以下简称“朝云集团”，6601.HK）发布2020年年度业绩。公告显示，公司2020年实现公司营业收入人民币 17.02亿元，同比增长23%；年内溢利2.33亿元，同比增长26.3%。众所周知，2020年因新冠疫情爆发，各行业均受到了不同程度的影响，在此背景下，朝云集团依然表现出强劲的盈利能力，全年业绩超出预期。与此同时，朝云集团还公布了董事会建议派息方案，已建议就2020年度盈利情况，按25%的派息率分红派息。不仅如此，伴随着核心财务指标稳步增长，朝云集团的资金储备更是充足。业绩公告显示，2020年朝云集团的毛利率额为人民币7.426亿元，同比增长23.8%；截止2020年12月31日，集团持有现金及现金等价物各种存款为人民币8.85亿元，较2019年年末同比增长73.13%。朝云集团的产品品类在2020年度进行了持续改进，得以实现全品类增长。其中，宠物护理产品的收入较上一年度增长超十倍，家居护理产品和个人护理产品的收入分别增长20%和51.7%。此外，销售渠道的全面拓展也是朝云集团去年业绩的一大亮点。业绩公告显示，朝云集团线上线下全渠道覆盖业务快速增长，自2018年自建电商团队发展线上业务，快速从单一店铺裂变至26个自营店铺、20多个线上渠道，2020年增长同比92.8%。自营线上商店的收入则大幅增长121.5%，这一增长将有利于毛利增长；线下拥有超过1200家线下经销商，约62万个销售网点，48名大客户以及覆盖国内所有省份、所有地级市的11,000个零售网点，全面渗透1至5线城市，2020年营收同比增长14.4%。线下渠道强势覆盖和线上渠道盈利模式清晰，这是一家互联网经济下消费品企业的可持续发展基石。尤其是在中国三线城市发展增速超于一二线城市的今天，通过强大的分销能力快速有效地渗透到低线城市是线下可持续发展的关键；快速发展线上业务、拓展新兴渠道社群、布局到家业务同样也是未来公司发展的一大增量。港交所权益资料显示，朝云集团日前获摩根士丹利增持356万股，涉资约合人民币2425万元。增持后最新持股数目约为8054.31万股，最新持股比例为6.04%。这也恰好证明了朝云集团超预期的业绩，再一次得到了资本市场的认可。80后创二代掌舵，打造履带式学习型组织朝云集团的超预期发展离不开背后的掌舵人——陈丹霞。陈丹霞于2004年澳洲悉尼大学就读期间开始创业，2008年空降到高姿担任总经理，并于2014年担任高姿董事长。面对彼时的重重困境，陈丹霞甫一上任便进行了大刀阔斧的改革，从团队建设、渠道拓展、组织架构重建、系列新品开发这四个方面入手。很快，高姿在两年之内就实现了逆势增长，连续多年保持50%以上的增速，成为首个国内日化巨头收购化妆品企业并转型成功的案例。经此一役，陈丹霞作为一名80后创二代得到了更多的认可，并开始负责朝云集团的前身—超威事业部。2018年，她将超威事业部的多家公司业务重组成立朝云集团，2019年陈丹霞成为朝云集团董事长兼CEO，组建了全新的管理团队和电商业务团队，重整了线下业务团队，进一步快速实施多品牌和多品类的战略布局。对比国际上的五百强消费品企业，一家消费品企业想要做大做强，必须具备多品牌多品类经营的能力，以及打造出一支履带式发展的团队。过往来看，中国市场非常缺乏消费品多品牌、多品类经营和兼并购重组成功综合经验的团队，而这则是朝云集团管理团队的优势所在。业绩公告显示，陈丹霞及其管理团队拥有跨平台跨渠道多领域的丰富行业经验，横跨化妆品、日化、母婴产品、宠物及电商等多个领域。在国内外兼并购并快速整合方面，亦具备丰富经验及国际视野。团队成员在行业内的经验平均超过15年，在朝云集团旗下公司工作平均超过10年。据悉，陈丹霞为人低调、善于学习，对于线上、线下业务的战略制定和拆解很有一套，对于品牌管理和孵化有自己独到的经验和直觉，日常花了大量精力和团队在一起。上任朝云CEO至今她亲自带队，通过周一三五中心总例会，确保朝云集团七大中心协同方向一致；各中心也会召开周例会及月复盘，确保各中心下属各二级部门协同方向一致，形成组织自上而下思想统一、行动一致。疫情期间，朝云集团针对线下的一千多个经销商，一个月时间召开了3000多场培训会，帮助十几万经销商队伍应对疫情后新消费时代的新零售格局。此外，她还设立了朝云学院，要求所有中心总必须对各自管辖范围内的梯队进行培训和人才培养，以打造多品牌多品类消费品集团的组织结构，履带式人才孵化体系和吸引外部人才的赋能型基因。正是凭借出色的多品牌多品类运营能力和强大的组织管理能力，陈丹霞带领朝云团队成功孵化了多个行业领导品牌，并打造千人千面的战略。他们在研发方面投入了大量的精力和资金，对每个品类的产品进行多品牌和产品上的履带式布局，以应对消费者不同的需求，这在业内来说都是少有的。除此之外，符合资质准入及合规能力也是朝云集团快速发展不可或缺的因素。据悉，朝云集团对市场准入、生产、质控、排污等诸多流程制定了严格的标准。无论是驱蚊杀虫、消毒除菌、宠物护理、个人护理等等行业，都有非常高的准入资质要求。最终，朝云集团构建了一站式多品类家居护理、宠物护理和个人护理平台，并得以在2020年逆势取得亮眼的业绩。全面进军宠物护理，这是一个千亿级蓝海市场朝云集团未来增长的想象空间有多大？灼识咨询报告显示，中国的宠物护理、家居护理及个人护理市场是增长最快的三个细分板块，2019年至2024年间宠物护理、家居护理及个人护理市场零售额的复合年增长率预计将分别为17.8%、8.7%及8.9%。预计2024年家居护理市场体量将达到694亿，个人护理市场体量将达7014亿，宠物市场体量也将突破1000亿规模。除此之外，国泰君安研究也指出，随着单身青年和社会压力的提升和加大，饲养宠物的人群逐渐提升，宠物主要是猫和狗，2020年达到1亿只。由此可见，朝云集团的核心品类未来发展增量空间十分庞大，这在业绩报告中已经有所体现。业绩报告显示，朝云集团在2019年就开始进入增速快、毛利高的宠物护理板块，新创立的品牌“倔强的尾巴”上市4个月即获得天猫宠物香水除味类目排名第一。2020年朝云集团宠物护理业务总营收实现超10倍增长，2021年~2022年朝云集团将新推出合计62个新产品，其中宠物护理产品有31个，占一半比重，足见朝云集团对新兴品类的重视。值得一提的是，每当朝云集团选择进入一个新品类时，首先会利用供应链的整合能力打造竞争优势，确保在原料和生产成本可控的情况下提供优质的产品。而之所以选择战略发展宠物护理板块，除了赛道本身规模大、增速快、潜力大、品牌集中度低等原因，还因为能够和集团其他已建立优势的板块相互打通连接。有其他板块成功的经验，也使得朝云集团能够针对性地去解决现在年轻人对新品牌、新产品、个性化的需求。接下来，朝云集团将目光重点瞄向了宠物护理板块。随着集团已经在宠物护理板块建立的优势，2021将会全面进入宠物大赛道。而朝云集团也将凭借领先的市场地位加上全渠道分销网络，迎接宠物行业高增长机会，享受宠物蓝海千亿级市场的福利。与此同时，朝云集团在业绩公告中也表示，公司将继续坚持产品技术升级，布局海外研发中心，利用当地研究人才的优势，研究并转换消费者需求，打造定制产品。集团仍要实行环境、社会及管治及可持续发展战略，继续实施千人千面的战略，并扩展产品供应以构建一个一站式多品类平台。上市只是一个起点。未来，随着在个人护理及宠物护理领域的持续深化和快速发展，陈丹霞带领的朝云集团又将踏上一段新征程。","news_type":1,"symbols_score_info":{"06601":0.9}},"isVote":1,"tweetType":1,"viewCount":2239,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":3923242,"commentId":"3923242","gmtCreate":1617117536182,"gmtModify":1680782331981,"authorId":3573373078542650,"author":{"id":3573373078542650,"idStr":"3573373078542650","authorId":3573373078542650,"name":"KeithHan","avatar":"https://static.tigerbbs.com/499148728d0c775136a5099e0d8769c0","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":355787386,"objectIdStr":"355787386","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Yayaayy 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