“My child, don’t fool yourself for the first time this year. Chicken, fish and eight treasure rice can’t be less.”
With the sound of firecrackers, the spring breeze warms Tu su. Spring Festival has always been the most lively and grand traditional festival for Chinese people. It is also a time for family reunion and reunion. However, on the eve of the Spring Festival, the repeated covid-19 epidemic in some areas makes many young people choose to celebrate the new year on the spot. Although there is less warmth and excitement of family reunion, many “post-90s” accidentally found their new skills out of their dedication to the sense of ceremony, such as making a “man Han banquet” at a table and chatting with friends for a night with a bottle of wine and a handful of nuts.
The year of the ox leaves the old year and the year of the tiger welcomes the new year. For many “post-90s”, this year’s Spring Festival is destined to be extraordinary, but interestingly, their understanding and love of “Nian flavor” are brewing new investment opportunities
“a man Han banquet”
On the eve of the Spring Festival, covid-19 epidemic has been repeated in some areas. Many young people take the initiative to celebrate the new year on the spot, and Xiaoshuang (pseudonym) is one of them.
At 9:00 a.m. on New Year’s Eve, Xiao Shuang got up, quickly brushed his teeth, washed his face and dressed, ran to the express cabinet, got a whole box of express, walked home happily and dialed the video at home.
“Mom, after dinner, no, I took the express back. Today I’ll show you a video to see how I do ‘man Han banquet’ alone.” Xiaoshuang said confidently and opened the express.
“You don’t cook at ordinary times, and you still have a full dinner. Can you do it?” The mother opposite the video looked suspicious.
Xiao Shuang is a civil servant in Tianjin. His hometown is Chengde City, Hebei Province. Due to the epidemic, he volunteered to celebrate the new year on the spot, “This is my first time to celebrate the new year on my own. Although I am a little disappointed, it is a special situation after all, and safety is the most important. A few days ago, my mother said that the lunch on New Year’s Eve should be very rich, so I bought a lot of prefabricated dishes in advance, including fish, braised meat, and eight treasure rice. It should be nothing more than ‘man Han banquet’,” she said
It is understood that the most important thing for northerners on New Year’s Eve is two meals. One is lunch. There should be delicious food such as chicken, fish and eight treasures rice, which means surplus every year, good luck and wealth from all sides. The second is dinner. We should cook dumplings and noodles together, which means “gold thread wears Yuanbao”.
At 10:00, Xiao Shuang unpacked all the prefabricated dishes and was ready to show his skills. First, thaw the braised meat in the microwave oven, and then steam it on the sector for 15 minutes. The delicious abalone braised meat is ready, followed by roast eel, Buddha jumping over the wall, eight treasure rice
Around 12 o’clock, Xiaoshuang dialed the video of his parents again and showed a table full of dishes he had made. He said with great satisfaction, “I said I can make it myself. It looks good.”
“Oh, that’s great. I’ll give you the family’s new year’s Eve dinner in the future, hahaha ~” amid the laughter, Xiao Shuang and his parents ate this special new year’s Eve lunch while watching the video.
“arrange small wine and snacks”
At about 3:30 p.m., Xiaoshuang woke up from a nap, changed his clothes, put on the prepared nut box and went out to a friend’s house. He had discussed making dumplings together in the evening.
“Xiao Shuang, your dumpling skin is rolling well. I didn’t find you have this skill before.” My friend joked while making dumplings.
“I haven’t had a chance to make dumplings together before. I can finally show my hand today. Hahaha, by the way, what do we drink in the evening? I brought snacks. I haven’t prepared the drinks yet.” Xiao Shuang said with a smile.
“Yes, I’m not ready to drink. Let’s have a little tipsy. It’s more atmosphere. Do you think you can buy it online?” The classmate replied.
At this time, Xiao Shuang picked up his mobile phone to search for cocktails, but found that they had been sold out, so he could only go to the nearby supermarket to buy a few bottles
In this way, in the laughter and bustle, the full dumplings have been placed on the dinner sector, and the annual flavor is getting stronger and stronger
Xiao Shuang said bluntly: “after eating dumplings, everyone ate the snacks I prepared and talked until very late. I have to say that this year’s new year has reaped a different sense of happiness and satisfaction.”
investment opportunities under the new consumption concept of young people
Xiaoshuang’s new year’s state is actually the epitome of many “post-90s” local new year’s life. It is noteworthy that the new consumption trend of young people contains many investment opportunities, which has also attracted the attention of institutional investors.
prefabricated dishes, nut snacks and other categories are popular with young people during the local Chinese new year, and relevant tracks also benefit.
Shanxi Securities Co.Ltd(002500) according to the analysis of the research report, near the Spring Festival, many governments have launched local new year initiatives, giving birth to the demand for prefabricated dishes. In 2021, the space scale of China’s Prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. China’s Prefabricated dishes industry is expected to become the next trillion yuan catering market in the next 3-5 years.
East Asia Qianhai Securities Research Report also said that the impact of the epidemic and people’s increasingly fast pace of life have significantly increased the demand for prefabricated vegetables under the demand of consumers for home cooking. At present, the market concentration of the prefabricated food industry is low. In the future, the leading enterprises of prefabricated food are expected to continue to accelerate the development at the B and C ends under the condition of continuously improving the product quality, meeting the diversified needs of products, expanding the market share and improving the concentration.
in addition to the prefabricated vegetable track, the emerging consumption direction of many young people has attracted much attention.
Danshui spring believes that the trend of industrial development is the main source of opportunities, and the “new consumption of generation Z” related to the new population structure is the field that the company has been paying attention to. Generation Z refers specifically to the young people born in the 15 years from 1995 to 2010. Many of their parents are born in the 1960s and 1970s, and their economic conditions are relatively good. Therefore, their consumption concept is also relatively unique. In 2022, the company portfolio will maintain a certain proportion in the consumption field.
\u3000\u3000 “Young people’s consumption concept is very special. They hope to have novelty, health and convenience when eating, and seek a sense of surprise when playing, such as the popularity of the blind box. When wearing, they increasingly recognize Chinese brands, such as the popularity of Guochao. These new consumption trends contain a lot of investment opportunities. As institutional investors, we need to closely follow up and believe that big bull stocks will emerge 。” A private placement person in Shanghai said frankly.
