Because of its convenient and rapid restoration of dishes and meeting cooking needs, prefabricated dishes are gradually favored by consumers and enter thousands of households during the Spring Festival in 2022. At present, the industry is in a period of rapid growth, and enterprises in various fields have set foot in succession to jointly expand the market.
The Spring Festival prefabricated vegetable market is hot and sought after by consumers. (1) According to the big data of Taobao live broadcast, the turnover of "prefabricated vegetables" increased by 148% during the 2022 cargo Festival. Semi finished dishes with regional characteristics, such as chicken with pepper, Buddha jumping wall and pig belly chicken, are especially popular with young consumer groups. (2) Prefabricated dishes have the characteristics of convenience, which can quickly restore dishes in 5-10 minutes. They are especially suitable for new year's Eve meals with large number and exquisite dishes, and are sought after by consumers. (3) For the young group of "local Chinese New Year", the purchase of prefabricated dishes during the Spring Festival can not only meet the convenience, but also meet the cooking needs. Jingdong data show that before the Spring Festival, the sales volume of online shopping for new year's Eve dinner increased by more than 170% year-on-year. The new year's Eve dinner with the highest turnover during the Spring Festival in 2022 is the Buddha jumping wall family dress, seafood gift box, large gift bag, time-honored cooked food and cured meat gift box, roast chicken and pig's feet ham gift box, etc.
Local time-honored brands radiate new life. (1) According to the big data of Taobao live broadcast, in the 2022 goods Festival, more than 400 time-honored brands certified by China Time-honored brands chamber of Commerce participated, many of which were brilliant in the new year goods live broadcast room, and the transaction volume of the live broadcast room of Guangdong time-honored taotaoju flagship store increased significantly. (2) In addition to the retailer super platform that has gradually opened up online channels, some time-honored brands familiar to Guangzhou people have also caught up with the hot wave of prefabricated vegetable orders. Search for "Buddha jumping over the wall" on major e-commerce platforms, and the products of old stores such as Guangzhou Restaurant Group Company Limited(603043) and taotaoju rank at the forefront. (3) Guangzhou Restaurant Group Company Limited(603043) there are more than ten kinds of prefabricated dishes, including Cantonese prefabricated dishes, such as salt baked chicken and soy sauce chicken, which are highly popular. Secondly, prefabricated dishes that are easy to handle, such as braised chicken in sauce and Buddha jumping wall suitable for family reunion, are also popular. (4) In addition to brand endorsement, the company pays more attention to nutrition and quality assurance. After being cooked into fresh dishes by Cantonese chefs, the prefabricated dishes are quickly sent to the - 30 ℃ frozen tunnel to ensure the activity of food materials and lock the fresh flavor of the products. At the same time, the rapid freezing environment can also inhibit the growth of microorganisms to the greatest extent and ensure the nutritional safety of food.
The industry is in a period of development, and companies in many fields are involved in prefabricated dishes to jointly expand the market. (1) There are five types of enterprises involved in the industry: Catering School (Shuhai, Kung Fu fresh food exchange), raw material school (Shuanghui, Shengnong), professional school ( Suzhou Weizhixiang Food Co.Ltd(605089) ), quick-frozen school ( Fu Jian Anjoy Foods Co.Ltd(603345) ) and retail school. At present, the company is small in scale and has no products sold through all channels nationwide. (2) According to the data of the Bureau of statistics, the retail scale of the catering industry is 4.7 trillion, and the prefabricated dishes are expected to be about 300 billion (AI media consulting). The market space is large. China's Prefabricated dishes started late and are currently in a period of rapid growth. (3) Among the quick-frozen enterprises involved in prefabricated vegetables, Anjing is better than channel construction, which can achieve rapid product distribution; Guangzhou Restaurant Group Company Limited(603043) pay attention to product research and development and restore the quality of dishes. In the early stage of industry development, whether focusing on channels or products, the enterprise will take the first opportunity through its own advantages, jointly expand the market and enjoy the development dividend of the industry.
Investment suggestions: 603043}. The industry structure is highly fragmented. Players get involved in prefabricated dishes in various forms. We are optimistic about heavy product enterprises Guangzhou Restaurant Group Company Limited(603043) and strong channel enterprises Fu Jian Anjoy Foods Co.Ltd(603345) .
Risk warning. Macroeconomic downside risk; The risk of intensified industry competition; Risk of large fluctuation of raw materials; The epidemic has repeatedly affected the recovery of consumption.
