Vier Konsumunternehmen erhalten neues Kapital; Das Mutterunternehmen von if Kokosnusswasser steht kurz vor der Börsengänge; Molly's Milk Tea bringt neue Produkte mit Salz-Käse-Joghurt auf den Markt | Das große Panorama der Venture Capital-Branche

Compiled by | Lan Jie

Busy Money

Food supplier Zhidai Technology secures over 100 million yuan in financing

36Kr learned that "Zhidai Technology", which focuses on the field of low - burden fat substitution, has completed over 100 million yuan in Series A financing, led by Shenzhen Capital Group. This round of financing will be used for the construction of R & D bases and the second - phase mass - production factory, efficacy clinical research, as well as market and sales channels.

"Zhidai Technology" was established in Beijing in August 2021. Its main product categories currently include high - purity diacylglycerol cooking oil (which can reduce triglyceride burden by up to 95%) and a patented product line of low - calorie fats. Founder Cui Liming has rich experience in the FMCG industry and has served as the brand general manager of Mengniu Telunsu and a brand manager at Procter & Gamble.

Frozen food F2B supply - chain service company New Goods Warehouse secures tens of millions of yuan in financing

The company takes the sales of frozen goods as its core business. Through the online New Goods Warehouse mall + offline physical stores + self - operated warehousing and distribution system, it achieves efficient circulation and intensification in the frozen product circulation industry. Recently, New Goods Warehouse completed a Series A strategic financing of tens of millions of yuan. This round of financing was led by Qifu Capital, with co - investment from multiple institutions such as Kunchen Capital and Hainan Baodefu, and continued investment from old shareholder Jiazitouhang.

Qike Qilo (Beijing) Jewelry Co., Ltd. announces the completion of tens of millions of yuan in Pre - A round financing

This round of financing was led by Tengxin Investment, which focuses on the integration of technology and culture. Qin Lei, the founder and chief designer of the Qike Qilo brand, said that the financing funds will be used to deepen the R & D of 3D digital jewelry technology, expand global market channels, and promote innovation in sustainable materials.

Flouris secures hundreds of thousands of yuan in seed - round financing, with the investor undisclosed

Flouris is a high - end flower chain brand from Kunming. It is a lifestyle brand with flowers as the carrier, committed to making luxury - grade flower art a part of the daily aesthetics of urbanites. "Flouris" has built a two - level supply - chain system of "direct procurement from the base → urban warehouse". Through core preservation technology, zero - loss packaging, and dedicated full - process cold - chain delivery, it has improved efficiency and profitability.

Company Intelligence

Douyin announces its 618 promotion results

Shortly after the 618 promotion ended, Douyin E - commerce announced its promotion results.

Among them, several sets of data are worth noting. According to official data, during the 618 period, half of the transaction volume driven by live - streaming on the platform came from in - store live - streaming. Among all merchants with live - streaming transaction volume exceeding 10 million yuan, nearly 70% adopted the in - store live - streaming model. In addition, the transaction volume driven by the shelf - shopping scenario continued to increase. The mall's transaction volume increased by 77% year - on - year, the overall transaction volume of the "Great Deals" section increased by 171% year - on - year, and the transaction volume of the search channel increased by 56% year - on - year.

This is in line with Douyin E - commerce's consistent development path in recent years - reducing its reliance on top anchors and further increasing the proportion of shelf e - commerce in the live - streaming scenario to develop "full - domain interest e - commerce".

Previously, 36Kr exclusively reported that Douyin E - commerce will continue to strengthen the standardized management of top anchors in 2025 and does not want the traffic to be concentrated on top anchors.

The parent company of if coconut water is about to go public

According to documents from the Hong Kong Stock Exchange, IFBH Limited, the parent company of if coconut water, has passed the listing hearing of the Hong Kong Stock Exchange. The exclusive sponsor is CITIC Securities.

IFBH was founded in 2013 and owns two major brands, if and Innococo. Among them, if is the pioneer in the ready - to - drink natural coconut water market in the Chinese mainland. Driven by the domestic market's pursuit of healthy beverages, if successfully caught the trend and helped IFBH achieve double - digit growth in revenue and net profit in 2024.

According to a report by CIC Consulting, the Greater China region will be the fastest - growing area in the coconut water beverage market in the next few years. The market size will grow at a compound annual growth rate of 19.4% and is expected to reach $2.652 billion in 2029, accounting for about a quarter of the global market share. In addition, in terms of retail sales, IFBH ranked first among coconut water beverage companies in the Chinese mainland in 2024, with a market share of 33.9%, more than seven times that of the second - largest company.

However, the competition is intensifying. The classic brand Yashu has made arrangements in the coconut water category, and new brands such as CocoCoconut and Hello Coconut are rapidly rising in popularity. The retail platform Hema has also launched its own private - label coconut water brand. Moreover, other beverage brands also touting the health label are emerging.

Future Idea

Molly Tea launches a new product, "Mascarpone Salted Cheese Milk"

The top of this product is fresh cheese milk made from carefully selected mascarpone cheese. The middle part is an Earl Uva tea base made by blending high - mountain black tea and Sri Lankan Uva black tea. The bottom is an exclusively customized salted cheese milk. It quickly attracted attention under the name of "drinkable tiramisu".

In the hot summer, tea - beverage brands have set off a trend of salted cheese. Heytea has launched products such as Cheese Salted Cheese Tibetan Tea and Cheese Salted Cheese・Buckwheat Longjing, which have sold out on the food - delivery platform many times. Shu Yi Shao Xian Cao has also launched Dried Cheese Powder Guava and Strawberries, combining fruit tea with salted cheese milk.

Tea - beverage products with salted cheese milk as the base can become popular in the hot summer because tea - beverage brands have discovered that the freshness of the tea base can balance the sweetness and greasiness of the salted cheese milk, resulting in a layered and delicious taste. It can also differentiate from the fruit teas popular in the summer on the market. However, when many brands chase this trend, the products will inevitably fall into homogeneous competition.

Data - Driven Consumption

The "national subsidy" for trade - in continues

According to Xinhua News Agency, there is no change in the policy of boosting and expanding the scope of trade - in for consumer goods. The progress of using the subsidy funds is in line with expectations, and the central funds will be gradually allocated in the third and fourth quarters. It is understood that since this year, in accordance with the arrangements of the Party Central Committee and the State Council, relevant departments such as the National Development and Reform Commission, the Ministry of Finance, and the Ministry of Commerce have jointly implemented the "two new" policies with greater efforts and an expanded scope. They continued the good practices of 2024 and directly allocated 300 billion yuan in national debt funds to local governments to boost and expand the implementation of the trade - in policy for consumer goods throughout this year. A total of 162 billion yuan in central funds were allocated in January and April this year to support local governments in carrying out the trade - in work for consumer goods in the first and second quarters. Subsequently, 138 billion yuan in central funds will be allocated in installments in the third and fourth quarters.

Emotional consumption drives the tourism boom

36Kr learned that recently, Mafengwo released the "Summer Travel Trend Report 2025". Mafengwo's big data shows that the search popularity of "good places to escape the summer heat" increased by 133% week - on - week, and the popularity of "summer overseas travel" increased by 150%. Long - distance domestic travel and parent - child travel products dominate the consumption market. Going into the mountains, playing in the water, and embracing the grasslands are the most popular summer - escape activities this year. In addition, driven by the emotional value, the "pleasure economy" has made theme parks an ideal place for young people and students to relieve stress. Driven by the recently popular Labubu (an IP under Pop Mart), the ticket orders for Pop Mart City Park have increased significantly, with the popularity rising by 114%.

There is no big - hit movie to drive the box office in the summer movie season

According to the professional version of Dengta, as of 16:45 on June 19, the total box office (including pre - sales) of the 2025 summer movie season (June - August) has exceeded 1 billion yuan. "Mission: Impossible - Dead Reckoning Part One", "The Son of Time", "How to Train Your Dragon: The New Generation", "Doraemon: Nobita's Painting Adventure", and "Lilo & Stitch" temporarily rank among the top five in box office.