From the selection of the track to the implementation and growth of the leader, Eastroc Beverage has complied with the market and achieved ultra-high expected growth. At the same time, it has also created a market, brought new hope to the entire industry, and has become a light of tomorrow in the consumer wave.

Recently, Eastroc Beverage has set off a strong wind and become the brightest new star in the-share market.

On June 16, Eastroc Beverage closed the trading board again and its share price was reported to 230.01 yuan/share. It is understood that this is also the 14th consecutive trading limit of Eastroc Beverage since its listing on May 28, 2021, creating a continuous daily limit record for new shares in the-share market since 2021, becoming the new "daily limit king".

14 trading days, there are 14 limit board, what is this concept? For investors, this represents a surge in investment income again. As the stock price of Eastroc Beverage rose from the issue price of 46.27 yuan per share to 230.01 yuan per share, creating new highs in a row, Zhongyi (1000 shares) will make a profit of about 183700 yuan.

With the almost fanatical pursuit of the market, what is the uniqueness of Eastroc Beverage? What has it done right? Can it lead the next era? The answer is obvious. It is the recognition of EastrocBeverage by hundreds of millions of Chinese consumers, and it is also the "ballast stone" of the rise of Chinese consumption ".

According to Song Xiangqian, founding partner and chairman of Harvest Capital, Eastroc  Beverage has taught the entire consumer market one lesson one by one, an extremely vivid and impressive lesson. The key point is that this is an era of the rise of Chinese consumption, and Eastroc Beverage will rise to become a domestic brand with a market value of 100 billion yuan.

Data show that Harvest Capital invested 0.357 billion yuan in Eastroc Beverage in 2017. After the listing of Eastroc  Beverages, Harvest  Capital held a 9% stake. Calculated at the price of 230.01 yuan per share, the market value of Eastroc Beverage reached 92.004 billion yuan, and the market value of Harvest Capitals holdings also increased to 8.28 billion yuan, with a relative book value of more than 22 times.

It is understood that Harvest Capital is also the only external investor in Eastroc  Beverage since its inception to the listing period. In fact, this is related to the high degree of fit between Harvest Capital and Eastroc Beverage, one focusing on consumption for a long time and the other meeting consumer demand.

Leading new stocks continue unabated, setting records one after another

Since 2021, looking at the entire A- share market, Eastroc Beverage has been almost invincible. According to the increase in new shares, only Sichuan Network Media, Polemi Technology, Beitani, Happy Home and other Shenzhen Stock Exchange GEM or Shanghai Stock Exchange Science and Technology Board listed on the cumulative increase in new shares slightly in the leading position.

Behind this is that there is no price limit in the first five trading days after the listing of gem and science and technology innovation board. In terms of overall performance, the first day of IPOs of companies listed on the board rose about 100-200 percent, significantly higher than the GEMs 80-150 percent.

As far as the main board is concerned, Eastroc Beverage has become a real leading new stock. If there is another daily limit, the stock price of Eastroc  Beverage will reach 253.01 yuan per share, and the corresponding market value will exceed 100 billion yuan for the first time, reaching 101.2 billion yuan, setting a new record again.

Prior to this, the prefabricated vegetable listed company Wei Zhixiang (SH:605089) had been trading for 13 consecutive trading days when it was listed. In other words, for ordinary investors, Eastroc Beverage has become the most profitable new shares on the main board in 2021 and the biggest hit in the current market.

What can be seen is that both flavor and Eastroc beverage belong to the consumer field, are typical leading enterprises in the subdivision field, and are also champions of national self-created brands. Among them, the performance of Eastroc beverage is more strong.

It is not difficult to find that this is closely related to the market potential and growth of Eastroc  beverage. According to Nielsens latest data, in 2020, Eastroc  Beverage sales will grow 29.2 percent year-on-year, with a market share of 26.7 percent; sales will grow 26.7 percent year-on-year, with a market share of 20.2 percent, further improving its market position.

According to the list of best-selling products in convenience stores released by the China convenience Store Conference, data from 50 chain convenience stores and 55000 stores show that beverage products are on the list of 16 brands, of which Eastroc  Special drink 500ml big gold bottles rank second in sales, and its position in the minds of consumers is self-evident.

Recently, Guotai Junan Securities released a research report saying that considering the continuous expansion of Chinas energy drink industry and the history of monster drinks, it is recommended to increase its holdings of Eastroc drinks because it is recommended to hold on to the most mainstream consumer groups to play a product/brand/channel combination punch that is expected to squeeze competitors to achieve excess returns.

Have the opportunity to have the ability, can be called the beverage industry "Maotai"

Previously, the 2019-2025 China Functional Beverage Industry Market Survey and Development Trend Research Report released by Zhiyan Consulting showed that the scale of Chinas energy beverage market maintained an annual growth trend from 2011 to 2018, from only 9 billion yuan in 2011., To rise to 36.2 billion yuan in 2018, its growth force cannot be underestimated.

And according to Frost & Sullivan, the market size of the functional beverage category, which covers energy drinks, grew from $58 billion to $112 billion between 2014 and 2019, making it the third largest beverage market after packaged drinking water and juice drinks.

Among them, the market size of energy drinks increased from 40 billion yuan in 2014 to 79 billion yuan in 2019. Meanwhile, Frost & Sullivan expects energy drinks to grow at a compound annual rate of 9.7 percent between 2019 and 2024. From this point of view, the scale of Chinas functional beverage market is still growing rapidly, and the potential is huge.

In addition, the energy drink track also belongs to the field of high gross margin. In other words, Eastroc Beverage chooses the golden track, which can be called the "Maotai" of the beverage industry, with outstanding economic benefits. This means that Eastroc did the right thing is to believe in the market and believe in himself.

In terms of revenue, from 2018 to 2020, Eastroc Beverage achieved operating income of 3.038 billion yuan, 4.209 billion yuan and 4.959 billion yuan, respectively, and net profit attributable to its parent was 0.216 billion yuan, 0.571 billion yuan and 0.812 billion yuan, respectively. The growth rate of both revenue and net profit exploded, with steady growth year after year.

Eastroc Beverages also said in its prospectus that it expects its revenue, profit and other performance metrics to increase in the first half of 2021 compared to the same period in 2020. At the same time, Guotai Junan Securities also issued a research report stating that Eastroc Beverages is expected to reach 2.83 yuan in 2021 EPS (earnings per share), and gave an "overweight" rating.

"If the development goes well in the future, Eastroc may have a scale of nearly 10 billion," Song Xiangqian said. "There are only a handful of companies with a single product of 10 billion in China and the world. Eastroc is taking an exciting road. It has opportunities and is more capable."

Market price over-allotment, releasing more brand value

When it comes to uniqueness, it has to be mentioned that Lin Muqin, the head of Eastroc Beverage, has been indomitable for many years. Earlier, Lin Muqin said in an interview: "Every time I pass the expressway service area, I will pay attention to how many empty bottles of Eastroc Beverage are in the trash can and how many are from competing products."

Those who are good at fighting are in an invincible position without losing the defeat of the enemy. With the help of past molding experience, Eastroc Beverage continues to tap new incremental channels. On the other hand, Eastroc Beverage took the lead in the application of mature supply chain and OEM OEM to reduce the barriers to beverage production, resulting in its own invincible position.

At present, functional drinks, especially energy drinks, have been deeply integrated into the lives of young people and become a young way of life. As a Chinese national beverage brand, Eastroc , the ace product of Eastroc Beverage, has also been given more connotations and is a symbol of personality expression for young people.

For consumers, beverages are the fastest-changing category of consumer goods, with new carbonated drinks, instant tea and fruit juices on the shelves competing for consumer attention, but energy drinks are the "least changed" category in this huge demand and steady growth track, I .e., unchanged.

Unchanged, with 20% meaning. First, both sides of supply and demand are fully nurtured and the core demands are stable; second, there are catfish opportunities triggered by micro-innovation in the market. Eastroc Beverage break lies in the stable adaptation of product power, innovative interactive play, step-by-step channel layout, troika to drive growth.

Years of steady, laid the Eastroc beverage industry position. As a "business partner" who has long empowered Eastroc Beverage, Song Xianqian did not hesitate to praise Eastroc Beverage and Lin Muqin. When Eastroc Beverage achieved one result after another, Song Xiangqian said, "( Eastroc Beverage) is very rare in this market."

Regarding the new record created by Eastroc Beverage since its listing, Song Xiangqian believes that this is Eastrocs constant challenge to self-coordinates along the way. From the supply point of view, Eastroc beverage is the first functional beverage and the largest enterprise of Chinese national brand. At the same time, Eastroc Special Drink has surpassed Red Bull in terms of sales tons, and is a national brand that is most likely to become a real "Chinese Red Bull" or subvert Red Bull in the future.

Secondly, the scarcity of Eastroc beverage is obvious, and it takes into account the strong brand stickiness and efficiency, and the growth space is huge. From the perspective of demand, social demand is more and more exuberant. With the acceleration of the pace of life, the market for functional beverages has been further opened, and Eastroc Beverage has become the biggest beneficiary of dividends.

Song stressed that consumption can obtain market price over-allotment. On the one hand, Eastroc beverage has the trend of "Maotai in beverage. On the other hand, more and more institutions will focus on the overall purchasing power of consumption, the frequency of purchases and the overall valuation of the consumer market.

Eastroc Beverage goes beyond traditional valuation methods and will lead the market to have a more positive and positive view of consumption, with more and more allocations. Song Xiangqian said that in the consumer service industry, a large number of super companies like Eastroc Beverage will emerge in China in the future.

"Quantitative changes cause qualitative changes," Song Xiangqian also predicted that Chinese companies will begin the shift from "Made in China" to "Chinese brands. During this period, quality consumption will become more and more mainstream, and the added value of the brand will be released.