The strength of prefabricated vegetable concept stocks “kitchen waste” is the real push?

It is getting closer and closer to the Spring Festival, and the preparation of new year’s Eve dinner has been arranged on the agenda. On January 28, the last trading day before the Spring Festival, the prefabricated vegetable sector continued to rise. In this sector, Xi’An Catering Co.Ltd(000721) , Guangzhou Lingnan Group Holdings Company Limited(000524) rose, and several related stocks such as China Quanjude(Group) Co.Ltd(002186) also rose.

The so-called prefabricated dishes refer to the finished products or semi-finished products prepared by pre-processing all kinds of food materials with auxiliary materials. Instead of cooking by themselves, consumers directly skip washing and cooking. They can “cook” a table of food by simply processing, placing a sector and heating it for more than ten minutes.

Since last year, prefabricated dishes have become a “good heart” for young people.

Near the end of the new year, more and more “post-80s” and “post-90s” begin to eat new year’s Eve meals. Prefabricated dishes have become the choice of many “hand disabled” young people because they save time and effort.

In fact, in early 2022, prefabricated dishes have attracted much attention. In the secondary market, in mid January, the concept stocks of prefabricated vegetables of A-Shares once set off a wave of trading.

Some people ridicule that this is the “rise limit” pushed by the “kitchen waste” of the younger generation.

“Today’s young people are rarely willing to cook often. They only need to cook prefabricated dishes simply and make a table in 30 minutes after they buy it home, which not only saves time but also improves the fun of life.” Industry insiders analyzed this.

At the same time, such changes are obviously related to the impact of the epidemic and the local Chinese New Year.

The analysis provided by China Cuisine Association shows that under the influence of the epidemic, many brand catering enterprises have turned their attention to the R & D and production of “prefabricated dishes” and sold them online and offline through various channels. Some chain catering enterprises said that at present, the sales revenue of prefabricated vegetables has been equal to the operating revenue of restaurants.

It is worth noting that the new “cooking habits” have also brought practical changes to everyone’s new year’s Eve dinner.

Some reports pointed out that this year’s Spring Festival dinner showed a trend of integration between South and North. Typical Northern dishes such as dumplings and northeast chicken rack “swept” the southern New Year dinner table. At the same time, cured meat, potted vegetables, Fenghuang danzong tea and other southern delicacies and tea products have also become the favorite new year products of northern families.

In traditional customs, dumplings are eaten in the north and dumplings are eaten in the south. However, now the custom of “eating dumplings” has gone south and entered the big meal menu of Southern families.

Meituan data also shows that in 2021, the sales scale of platform prefabricated vegetables increased four times compared with that in 2020. Since entering the annual goods Festival cycle, the growth rate of relevant orders has continued to maintain a high-speed growth. Among them, Coconut Chicken, pepper pork tripe chicken and pickled vegetable fish have become popular commodities of prefabricated dishes for the Spring Festival.

In addition, local catering enterprises are also actively building prefabricated dishes with their own characteristics. For example, in the New Year gift box of Hunan cuisine, Douchi, bacon, fish head with chopped pepper, etc. are included; Roast chicken and pickled meat meet the preferences of northern residents for sauce goods; There are even prefabricated food gift packages that cover high-end dishes such as Buddha jumping over the wall.

Are you going to eat “prefabricated dishes” for the Chinese new year?

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