Huaan CSI SWS Food and Beverage ETF

East Dragon Beverage Plans to Spend Nearly 100 Million Yuan to Repurchase 709,151 A-Shares

Dongpeng Beverage Sees Revenue Growth But Stock Plummets

Eastjoy Beverage has not yet repurchased shares in A-share market

President of Eastmate Beverage Answers Investors' Questions on Growth Strategies and Market Prospects

WLY released FY2026 Q1 earnings on April 30 After-Market (BJT), actual revenue CNY 22.84 B (forecast CNY 26.9 B), actual EPS CNY 2.0772 (forecast CNY 2.885)

Eastjoy Beverage's net profit grew by 28.31% in Q1 2026

EASTROC BEVERAGE released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 5.888 B (forecast CNY 6 B), actual EPS CNY 2.3563 (forecast CNY 2.2831)

YILI released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 115.93 B (forecast CNY 117.34 B), actual EPS CNY 1.83 (forecast CNY 1.746)

SHANXI FEN WINE released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 14.92 B (forecast CNY 15.85 B), actual EPS CNY 4.41 (forecast CNY 4.2)

YILI released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 34.82 B (forecast CNY 34.37 B), actual EPS CNY 0.85 (forecast CNY 0.835)

YILI released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 25.37 B (forecast CNY 26.4 B), actual EPS CNY 0.1801 (forecast CNY 0.1389)

LZLJ released FY2025 Q4 earnings on April 28 (BJT), actual revenue CNY 2.604 B (forecast CNY 3.994 B), actual EPS CNY 0.0464 (forecast CNY 0.9655)

LZLJ released FY2025 annual earnings on April 28 (BJT), actual revenue CNY 25.73 B (forecast CNY 28.09 B), actual EPS CNY 7.36 (forecast CNY 8.0818)

WLY released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 40.53 B (forecast CNY 76.06 B), actual EPS CNY 2.3068 (forecast CNY 6.722)

WLY released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY -20.42 B (forecast CNY 12.04 B), actual EPS CNY -3.2344 (forecast CNY 1.0444)

SHUANGHUI released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 14.6 B (forecast CNY 16.05 B), actual EPS CNY 0.3728 (forecast CNY 0.3712)

LZLJ released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 8.025 B (forecast CNY 7.949 B), actual EPS CNY 2.52 (forecast CNY 2.78)

Yanghe released FY2025 earnings on April 27 During-Market (BJT), actual revenue CNY 19.21 B (forecast CNY 20.15 B), actual EPS CNY 1.4644 (forecast CNY 2.4192)

Yanghe released FY2025 Q4 earnings on April 27 During-Market (BJT), actual revenue CNY 1.121 B (forecast CNY 1.502 B), actual EPS CNY -1.1741 (forecast CNY -0.4406)

Angel Yeast released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 4.534 B (forecast CNY 4.194 B), actual EPS CNY 0.48 (forecast CNY 0.6)

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516900

EATZ

515170

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159843

FTXG

US stocks showed mixed results on Monday, with the Nasdaq falling 0.56% while the Dow gained 0.06%. Energy shares rose by 1%. Domino's Pizza reported disappointing earnings, missing analyst expectations. Youxin Technology and US Energy Corp saw significant stock increases, while Compass Therapeutics and Chanson International experienced sharp declines. In commodities, oil prices rose by 2.1%, while gold and silver prices fell. European markets were mostly higher, and Asian markets closed mixed. The Dallas Fed manufacturing index is set to be released today.

benzinga_article

Domino's

HSPC

Domino's Pizza Group plc

Occidental Petroleum

Us Brent Oil

VanEck Retail ETF

GLOBAL X MLP & Energy Infra

Bosera CSI Oil & Gas Resources Index ETF

AdvisorShares Restaurant ETF

SPDR Energy Select

ChinaAMC CSI Food & Beverage Sub-Industry ETF

ISHRS S&P Glb Engy

iShares S&P Global Clean Energy

VanEck Oil Services ETF

SPDR S&P Retail ETF

iShares US Energy

SPDR O&G Equip

Pro Ultr Bloomberg Crude Oil

Tianhong CSI Food and Beverage ETF

United States Oil Fund LP

China Merchants Guozheng Food and Beverage ETF

First Trust NASDAQ Food & Beverage

US Stocks Mixed; Nasdaq Falls Over 100 Points

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515710

Anjoy Food (2648.HK) has recently risen to a key technical resistance area, with an increase in trading volume, indicating capital interest. Whether it can break through this resistance level in the short term will determine the market direction. Investors who can grasp the rhythm may pay attention to the combination of volume and price. At this point, it is recommended to gradually optimize trading strategies based on intraday performance and look for appropriate opportunities to participate

Technical Forecast

Anjoy Food

Hwabao WP CSI Food & Beverage Sub-Industry ETF

Morning Trend | Anjoy Food Approaches Resistance Level, Breakthrough Signals Are Emerging

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New tea beverage brands are achieving sustainable growth by lowering franchise thresholds and accelerating return on investment. In recent years, brands have relied on high-density store openings but are facing profitability pressures at individual stores and high closure rates. According to the "2025 China New Tea Beverage Industry Deep Research Report," the net number of freshly made tea beverage stores nationwide has decreased by 39,000. Brands have realized the need to focus on store quality and franchise ecology, shifting towards a light asset and fast turnover growth model. Despite the slowdown in growth, leading brands are still expanding, and brands like Grandpa Doesn't Brew Tea are also accelerating store openings, emphasizing the quality of store openings

腾讯新闻 - 财经

NAYUKI

GUMING

AUNTEA JENNY

CHABAIDAO

MIXUE GROUP

China Universal CSI Consumer Staples ETF

E Fund CSI HK Equities Consumption Theme ETF

ChinaAMC CSI HK Connect Consumption Theme ETF

Yinhua CSI HK Equities Consumption Theme ETF

Lowering thresholds and accelerating returns, popular tea brands are making franchising "lightweight" and profitable

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HEYTEA

International capital is liquidating Gong Cha, with its valuation expected to reach $2 billion. The American private equity giant TA Associates has commissioned JP Morgan to advance the sale of Gong Cha, which involves uncertainties related to the macro consumption cycle, potential buyer negotiations, and antitrust reviews. Since being acquired by TA Associates in 2019, Gong Cha has expanded to over 30 countries globally, with more than 2,200 stores, but has faced challenges in the Chinese market due to trademark issues, reducing its store count to less than 300

LANCANG TEA

International capital quietly liquidates, to whom will Gong Cha sail?

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WL DELICIOUS, after leading the spicy strip market for many years, is now shifting towards konjac snacks to respond to the trend of fat reduction, becoming a new growth point for the company. In 2025, WL DELICIOUS's revenue will exceed 7 billion yuan for the first time, with a net profit attributable to the parent company increasing by 33.38%. The revenue share of vegetable products will surpass that of spicy strips for the first time, becoming the main business. Consumer demand for health is prompting the company to optimize its product structure, with sales of flavored noodle products declining, and it will continue to pay attention to market changes in the future

WL DELICIOUS

"Group of Demons" Mixed Battle, WL DELICIOUS Returns to Family Style

NAYUKI is facing a performance dilemma, with an expected loss of over 200 million yuan in 2025, net closing 152 stores, and reducing the total number of stores to 1,646. Compared to its peers, NAYUKI appears to be weak in market expansion, while other brands like Mixue Ice City are rapidly increasing their store count. Although NAYUKI insists on direct operation and a high-end positioning, it has accumulated losses of over 1.7 billion yuan since its listing in 2021, and whether it can maintain this strategy in the future remains to be seen

NAYUKI "slims down": The performance dilemma and high-end positioning challenges behind store closures | [Field Research]

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Jiashili Group Sets Out Board Composition and Committee Roles

Tip Ranks

JIASHILI GP

Jiashili Group Sets Out Board Composition and Committee Roles

US private equity firm TA Associates has initiated the sale process for tea drink brand Gong Cha, with a potential valuation of US$2 billion (approximately RMB 14 billion), and has appointed JP Morgan as its financial advisor. The transaction is currently in its early stages

Wallstreetcn

Gong Cha Reportedly Selling for RMB 14 Billion

In 2025, the milk tea market experienced a brief frenzy due to the subsidy war among delivery platforms, but has now returned to normal prices. Financial reports from six listed tea beverage companies show that Bawang Chaji and NAYUKI have been severely impacted, with significant declines in revenue and profit. Bawang Chaji's revenue in the fourth quarter fell by 10.8% year-on-year, and net profit plummeted by 95.3%; NAYUKI's revenue decreased by 12%, making it the only loss-making brand. In contrast, brands that have deeply cultivated the sinking market have seized the opportunity to increase order volume, as consumer habits have been reshaped, leading to a significant reduction in offline foot traffic

"Zero Yuan Purchase" is gone, does the milk tea still taste good?

Huaan CSI SWS Food and Beverage ETF(516900.SH)

US Stocks Mixed; Nasdaq Falls Over 100 Points

Morning Trend | Anjoy Food Approaches Resistance Level, Breakthrough Signals Are Emerging

Lowering thresholds and accelerating returns, popular tea brands are making franchising "lightweight" and profitable

International capital quietly liquidates, to whom will Gong Cha sail?

"Group of Demons" Mixed Battle, WL DELICIOUS Returns to Family Style