CMC Portfolios - CMC Capital

Technology

Consumer

Media

ELe.me is an online food delivery service platform.In April 2018, Ele.me was acquired by the Alibaba Group and continues to operate independently.

The Full Truck Alliance, China’s largest digital freight platform, which connects shippers with truckers to facilitate shipments across distance ranges, cargo weights and types. It was formed after a merger between two truck services platforms, Yunmanman and Huochebang, in 2017. The company transformed China’s road transportation industry by pioneering a digital, standardized and smart logistics infrastructure across the value chain.

On June 22, 2021, the company’s shares were listed on New York Stock Exchange. (NYSE: YMM).

Dingdong Maicai is a leading and the fastest growing on-demand e-commerce company in China, that directly provide users and households with fresh produce, meat and seafood and other daily necessities through a convenient and excellent shopping experience supported by an extensive self-operated frontline fulfillment grid. Established in 2017 in Shanghai, Dingdong operates mainly in first-tier cities such as Shanghai, Beijing, Shenzhen, and Hangzhou.

On June 29, 2021, the company’s shares were listed on New York Stock Exchange. (NYSE: DDL).

Meicai was established on June 6, 2014. The company has been committed to using internet and e-commerce to change and modernize China's agriculture and catering supply chain. With the unique mode of "two ends, one chain, one platform", Meicai innovates and upgrades the agricultural product supply chain, improves the circulation efficiency, and creates value for both the suppliers and the consumers. Teamed with nearly ten million restaurants nationwide, it has provided a one-stop catering material procurement services.

Smart Share Global Limited or Energy Monster, is a consumer tech company with the mission to “energize” everyday life. The company is the largest provider of mobile device charging service in China.

On April 1, 2021, the company‘s shares were listed on NASDAQ (NASDAQ: EM).

WeRide is a global leading company that develops Level 4 autonomous driving technologies, bringing smart cities with new products, new business model and new experience.. Established in 2017, WeRide is headquartered in Guangzhou, China, and maintains R&D and operation centers in Beijing, Shanghai, Nanjing, Wuhan, Zhengzhou and Anqing, as well as San Jose in the USA. It employs a highly skilled team and has extensive domestic and international experience in R&D, business models and business operations. It has received strategic investments from top-tier global automakers, including Renault-Nissan-Mitsubishi Alliance, Yutong Group and GAC Group.

TAGE is a high-tech enterprise focusing on the research of unmanned mining vehicle technology, product development and the design and implementation of overall engineering solutions for unmanned mines.

Founded in November 2016 by software industry veterans, Clobotics is a computer vision technology company with offices around the world. Clobotics’ end-to-end solutions combine computer vision, artificial intelligence/machine learning, and data analytics software with different hardware form factors, including autonomous drones, mobile applications and other IoT devices.

Revobit is a tech startup that supplies digital creation and digital sourcing solutions. It has been keeping pace with the latest technologies, aiming to improve designing, manufacturing, simulation, production, and product presentation for the fashion industry to build up the next-generation digital services. Revobit thrives on accelerating the digital transformation process with its on-stop collaborative digitization solutions.

Chubby Bear is an innovative online platform that provides services to home builders, interior designers and decoration companies by integrating the supply, delivery and after-sale services of interior designs and building materials.

Yishou is a domestic e-commerce platform to transform the clothing wholesale industry by using mobile Internet. Through the mode of "transaction matching platform + in-depth service", the company accurately connects the upstream and downstream to increase efficiency and create value. It also provides users with one-stop procurement, one-stop logistics solution and comprehensive after-sales service, improve the efficiency of the industry and reduce the transaction cost of the industry.

Maycur is a leading SaaS-based finance management solution provider in China. Relying on the latest artificial intelligence, big data, cloud computing and mobile internet technologies, Maycur provides enterprises with integrated one-stop SaaS-based finance and tax solutions.

LineZone Data was founded in August, 2015. With a focus on artificial intelligence and cognitive technology application, LineZone Data helps client precisely position the equilibrium point of operational decision from complex factors, achieving optimal decision making through big data analysis and algorithm. Its core team members are all graduated from global top universities, and its products and solutions are built by world-class modeling team.

WEIEASE is a mobile phone application for the insurance industry. It is developed by Hangzhou Weiyi Information Technology Co., Ltd. to provide technical services and sales support for insurance companies, agents and brokers, so as to make the work more convenient and efficient, and sign the bill quickly.

Established in 2015, Cyclone Robotics is a leading provider of RPA software and solutions in China. Cyclone RPA powered by cutting-edge technologies like AI, NLP etc, is a proprietary product developed by Cyclone Robotics, which aims to automate customers specific business processes.

Headquartered in Shanghai, Cyclone Robotics has set up branch offices in dozens of cities at home and abroad, including Beijing, Shenzhen, Guangzhou, Chengdu, Nanjing, Hangzhou, Wuxi, Xi'an, as well as Singapore.

Yatsen Holding Limited (“Yatsen”) is a leader in the rapidly evolving China beauty market. Its mission is to create an exciting new journey of beauty discovery for consumers in China and around the world.

On November 19, 2020, Yatsen’s shares were listed on the New York Stock Exchange (NYSE: YSG).

Founded in 2009, Leqee is a leading technology platform providing brands with digital e-commerce solutions across the value chain. It provides brands with diverse, integrated and professional services including e-commerce operation, channel expansion, digital marketing, consumer operation, professional customer service, warehouse and logistics, strategic consulting and technical solutions, covering all major domestic / cross-border e-commerce platforms.

KK Group, founded in 2015, is a pioneering specialty retailer with multiple retail brands that enjoys a massive consumer base and favorable market influence.. Relying on its multi-brand strategy, KK Group has created the “KK Guan”, the domestic largest import chain collection brand, “KKV”, the new generation anchor chain store brand for exquisite life, “THE COLORIST”, the first large makeup collection chain brand in China, “X11”, the domestic first global pop product collection brand and other premium brands KK Group is devoted to achieving the enterprise mission of "making a better life with no-boundary" and continuously innovating and developing to become a world-class retail enterprise.

The Beast was founded in 2011 and has grown from a boutique florist to an artisan life brand, covering various categories including flowers, fragrance, bed and bath, kitchen, home decor, furniture, jewelry and accessories, beauty and personal care, etc., with mostly originally designed products.

China's original family life brand "NeoBio Family Center" is dedicated to providing children with best-in-class indoor activity center experiences with both oriental and western influences. Neobio is committed to creating a one-stop children’s activity center integrating various components including aesthetic features, entertainment facilities, Chinese and English learning experiences, indoor physical activities, children-friendly restaurants, exclusive party services, etc.

Hongjiu Fruit, founded in 1987, is a leading, fast-growing, multi-brand fruit company in China, with an end-to-end supply chain propelled by advanced digital capabilities. Hongjiu Fruit focuses on the entire supply chain operations for quality fruits from overseas and China.

M Stand was established in 2017 in Shanghai. With the trending designs, evolving hot selling products, and "one shop and one design" concept, M Stand has grown rapidly to become a top coffee brand in China and enjoyed overwhelmingly positive receptions everywhere it expands.

Taishan beer was founded in Taian in 1979 as Taian Municipal Brewery. It was restructured and officially renamed as Shandong Taishan Beer Co., Ltd in 2000. In 2010, it developed and prodcuded the first bottle of unpasteurized beer – “7 Days Fresh”, a novelty in China back then and even nowadays, which started a new chapter for the company and generated consistent growth both geographically and in sales.

XiaoXianDun, founded in 2014, is a leading brand of freshly stewed bird's nest in China. XiaoXianDun is the pioneer in creating a new category of freshly stewed bird's nest, which revolutionized the way to consume bird's nest and was able to meet the demands of the new generation of consumers for both convenience and high quality, It has rapidly become a rising brand in the Chinese bird’s nest industry.

SHIYUEDAOTIAN is an agricultural company with a focus on production of high quality rice products. The company operates the complete chain of rice production, ranging from seeding, growing, processing, logistics and sales, and is a main promoter and lead producer of “dongbei” (Northeastern) rice products.

Hefu is a leading noodle chain restaurant in China. Since its establishment in 2012 in Jiangsu Province, it has expanded into over 17 provinces and 37 cities with over 330 restaurants, and the number is still fast growing.

Forty-Nine Union, a Chinese liquor brand, focuses on middle-to-high-end sauce-flavored baijiu liquor. It has built an offline network comprising 1,500 experience stores and 2,500 dealers nationwide.

Yitao was founded in 2014 and currently has more than 35 million online subscribers. Its social media accounts "Yitiao" and "Gourmet Station" push high-quality original video content to users through wechat and microblog regularly, covering a wide variety of topics such as design, books, architecture, beauty, food, literature, health, art, etc.

Yuanfudao is a leading online education institution. It is committed to providing diversified intelligent education services for more than 200 million Chinese students and parents.

Aixuexi is a leading content and technology driven K12 education supply platform in China, focusing on providing one-stop teaching products and educational service solutions for educational institutions.

Kuaishou, founded in March 2011, is a Chinese video-sharing mobile app developed by Beijing Kuaishou Technology Co., Ltd. Originally with a particularly strong user base among users outside of China's Tier 1 cities, Kuaishou has now becomes a short video social platform for all users to record and share their lives, with the core mission to "Capture the World, Share Your Story".

On February 5, 2021, the company issued its IPO on HKEX. (SEHK: 1024)

Bilibili also nicknamed B Site (B站) in China, is a Chinese famous video sharing website themed around animation, comic, and games (ACG), where users can submit, view and add overlaid commentary on videos. Now it has become one of the major Chinese video on demand over-the-top streaming platforms that programs critically acclaimed and popular documentaries, variety shows, and other original programming.

The company listed on the NASDAQ (NASDAQ: BILI) on 28 March 2018. On 23 March 2021, the company made its secondary listing on Hong Kong stock exchange (HKEX: 9626).

iQIYI, a provider of high-quality video and entertainment services in China, was established in 2010. Since its launch, iQIYI has actively promoted innovations in products, technologies, content and marketing to provide Chinese users with rich, smooth and high-definition online video experience. Currently, iQIYI has successfully built up a diversified business model to connect people with services including e-commerce, gaming, movie ticking, live streaming, online reading and so on.

On March 29, 2018, the company issued its IPO on NASDAQ (NASDAQ: IQ).

Netease Music is a freemium music streaming service developed and owned by NetEase, Inc. The streaming service was launched to the public on the 23 April 2013. It is known to be one of the big three competitors in the Chinese music streaming business competing with Tencent's QQ Music and Alibaba's Xiami music service.

On December 2, 2021, the company issued its IPO on HKEX. (SEHK: 9899)

IMAX Corporation is an entertainment technology company, specializing in motion-picture technologies and large-format motion-picture presentations. Leading the way in immersive theatre experiences since 1968, a culture of innovation is at the very core of IMAX.

IMAX China is a subsidiary of IMAX Corporation, which is specially established by IMAX Corporation to explore the huge market in China. On October 8, 2015, IMAX China was listed on the HKEX (SEHK: 1970).

Star TV is a Chinese media company currently owned by CMC Capital. Its businesses were previously a part of the original News Corporation's Star group of television channels in Hong Kong, but CMC Capital took over a percentage of shares in them in 2010, and completed acquisition in 2014. The company operates television channels Xing Kong and Channel V Mainland China, and maintains Fortune Star film library.

Creative Artists Agency or CAA is an American talent and sports agency based in Los Angeles, California. It is regarded as a dominant and influential company in the talent agency business and manages numerous clients. CAA China, majority-owned by CAA, combines the expertise and vast resources of CAA with the broad reach and network of CMC Capital Partners (CMC), China’s leading investment firm in media & entertainment, Internet & technology, and lifestyle & consumer sectors.

Mango TV is an innovative online media service platform incorporate features of both online video platforms and traditional TV services, and Hunan Broadcasting System’s only internet video platform . In June 2018, Happy Go (300413.SZ) got the formal approval for restructuring of assets, and Mango TV injected assets into Happy Go including MangoFun, EE-Media, Mango Studios and Mango Entertainment, officially becoming the first state-controlled video platform in the Chinese A-share market. In July, 2018, Happy Go was officially renamed “Mango Excellent Media”.

Formula E, officially the ABB FIA Formula E World Championship, is a single-seater motorsport championship that uses only electric cars. The series is promoted and owned by Formula E Holdings. The sport features electric-powered race cars similar in style to the hybrid-drive cars of Formula One. Racing generally takes place on temporary city-centre street circuits, 1.9 to 3.4 km (1.2 to 2.1 mi) long.

CMC Live is the largest performance activity service platform in China. It cooperates with more than 20 domestic performance production and promotion companies to control the live performance resources of many front-line artists at home and abroad, landing in more than 100 cities in China.

Shanghai Star48 Culture Media Group Co.LTD is media group based in Shanghai, which founded and operates the Chinese idol girl group SNH48 and its sister groups including BEJ48, GNZ48, SHY48, CKG48 and IDOLS Ft.

Founded in 2014, KK World, with its app Kuaikan Comics, has become the community and the platform for original contents and IP in China. The core strategy of KK World at present is “IP + Community”. By July 2019, the user number of KK Comics has exceeded 200 million in total, with over 40 million active users per month, accounting for over half of the comics market.

New Rank was established on February 22, 2012. As a data-driven service platform for the content industry, New Rank plays a pivotal role in the content industry by connecting online and offline resources, and providing key product services such as content marketing, e-commerce shopping guide, user operation, copyright distribution, etc.

Founded in 2010, Sumscope is a leading financial info/tech services provider in China with a focus on RMB inter-bank fixed income market.

Qutoutiao Inc. operates innovative and fast-growing mobile content platforms in China with a mission to bring fun and value to its users. The eponymous flagship mobile application, Qutoutiao, meaning “fun headlines” in Chinese, applies artificial intelligence-based algorithms to deliver customized feeds of articles and short videos to users based on their unique profiles, interests and behaviors.

On September 14, 2018, the company’s shares were listed on Nasdaq. (NASDAQ: QTT).

Zuiyou is a network information software running on the mobile platform, and it is also an app that collects all kinds of humorous and funny topics. Here you can see the hot and fresh comments, comment on interesting topics, find the content of a smile, and find a partner.

TVBC is the sole agent of Hong Kong Television Broadcasting Company Limited (TVB) for the distribution of TV programs on traditional and new media platforms in the mainland.

Charm Communications is a leading comprehensive advertising and media service provider in China that provides customers with one-stop integrated communication solutions. At present, it has three core service sectors: traditional media service sector, digital media service sector and content marketing innovation sector, and five business lines: Charm Advertising, Charm Digital, Charm Precision, Charm Sports and Charm Entertainment.

GIPHY is an American online database and search engine that allows users to search for and share short looping videos with no sound, that resemble animated GIF files. Giphy was acquired by Facebook (now Meta) and integrated into Instagram in 2020.

Pearl Studio is committed to the deep cultivation of Chinese domestic animation film market, leveraged on its international advantages. Pearl Studio and DreamWorks Animation produced the first Sino-US co-production animated film “Kung Fu Panda 3”, with a global box office of over US $500 million and a domestic box office of over RMB 1 billion. The first original animated film "Snowman" was released in mainstream cinemas in more than 65 countries and regions in the autumn of 2019; The second original work "Run to the Moon" was the most-watched animation in the first week when it premiered on the Netflix streaming platform.

Wanda Sports is one of the largest sports companies in the world. It has become the exclusive global or Chinese business partner of more than 10 world sports organizations such as FIFA and FIBA. It operates more than 20 sports such as football, winter sports, bicycle, basketball and triathlon in more than 20 countries.