Since this year, the concept of prefabricated vegetables has been very popular in the capital market. Prefabricated dishes are not new. Developed countries in Europe, America and other regions have sprung up in the 1960s and have formed and completed the industrial chain. In contrast, the maturity of China's Prefabricated vegetable market seems not enough.
However, due to the high expectation of the prefabricated vegetable market, capital seems to be running around and enclosure. Today (March 4), A-share frozen food leader Fu Jian Anjoy Foods Co.Ltd(603345) ( Fu Jian Anjoy Foods Co.Ltd(603345) , SH) announced that it would invest 1 billion yuan to build a prefabricated dish production project.
Fu Jian Anjoy Foods Co.Ltd(603345) plans to put a large number of prefabricated vegetables
According to Fu Jian Anjoy Foods Co.Ltd(603345) announcement, the board of directors of the company reviewed the proposal on foreign investment and agreed that the company would invest about 1 billion yuan in the project. On the same day, the company signed the investment agreement with the people's Government of Honghu City, Hubei Province.
It is reported that Fu Jian Anjoy Foods Co.Ltd(603345) the project to be invested in this time is called Anjing prefabricated dish production project, which covers an area of about 233 Mu and is located in the south of Chuangye Road, the east of wanjiadun road and the north of Changqu road in Honghu Economic Development Zone, Hubei Province.
According to the investment agreement, Fu Jian Anjoy Foods Co.Ltd(603345) will jointly register and establish a company with natural person Xiao Huabing in Honghu Economic Development Zone, of which the listed company holds 90% of the joint venture and Xiao Huabing holds 10%. The project is invested in two phases, and the construction period of each phase is about 24 months; The production capacity of the two phases will be reached within 3 years after they are put into operation.
The reporter of the daily economic news noted that Xiao Huabing had cooperated with Fu Jian Anjoy Foods Co.Ltd(603345) before.
In June 2021, Fu Jian Anjoy Foods Co.Ltd(603345) announced that it planned to acquire 71% equity of Honghu XINHONGYE Food Co., Ltd. (hereinafter referred to as XINHONGYE food) for 717 million yuan. Among them, the company transferred 40.50% equity of XINHONGYE food held by Xiao Huabing at a consideration of 409 million yuan; 30.50% equity of XINHONGYE food held by Lu Dejun was transferred at a consideration of 308 million yuan. After the completion of the transaction, Fu Jian Anjoy Foods Co.Ltd(603345) holds 90% equity of XINHONGYE food and Xiao Huabing holds the remaining 10%.
XINHONGYE food is mainly engaged in the production and sales of quick-frozen food, vegetable products (pickled vegetables), aquatic products (instant aquatic products, flavor cooked aquatic products), condiments, fish steak powder, shrimp shell powder, meat products (pickled meat products), and other aquatic processed products (flavor fish products). "This investment is the layout of the company's upstream raw material freshwater surimi industry and quick-frozen seasoned crayfish dishes." The listed company said at that time.
Fu Jian Anjoy Foods Co.Ltd(603345) said that the Anjing prefabricated dishes production project will form a strategic echo with the company's original production base in Central China, Hubei Anjing and its subsidiary XINHONGYE food, which is in line with the company's business strategy of "combining two swords and advancing in three ways" and the business model of "self production + supply chain labeling + M & a" in the prefabricated dishes sector, Further promote the industrial layout, transformation and upgrading of the company in this field.
The heat of prefabricated dishes remains high
"The implementation of the project is conducive to enhance the company's capacity reserve and industry influence in the field of prefabricated dishes, improve the company's scale effect and market response speed, and comply with the company's long-term development plan." Fu Jian Anjoy Foods Co.Ltd(603345) also said so.
Fu Jian Anjoy Foods Co.Ltd(603345) 's above statement is very representative. At present, many listed companies are optimistic about the field of prefabricated vegetables and are actively running horses and enclosure.
In late February, some investors asked Yantai Shuangta Food Co.Ltd(002481) ( Yantai Shuangta Food Co.Ltd(002481) , SZ) about the company's views on prefabricated dishes. The company replied: "prefabricated dishes have broad development prospects, and the company will continue to increase research and development in the field of prefabricated dishes."
Shandong Delisi Food Co.Ltd(002330) ( Shandong Delisi Food Co.Ltd(002330) , SZ) once revealed in the research that in 2020, the company's narrow volume of prefabricated vegetables (excluding low-temperature meat products) was more than 400 million yuan. The revenue increased rapidly in 2021. It is estimated that the revenue of prefabricated vegetables in 2022 will be about 1.2 billion yuan Zhengzhou Qianweiyangchu Food Co.Ltd(001215) ( Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , SZ) once publicly stated that the company has products related to prefabricated dishes. At present, it has customized and developed a series of prefabricated dishes from some major customers. The company is optimistic about the future development trend of prefabricated dishes and is doing the R & D and storage of some products.
Prefabricated dishes are convenient dishes that can be eaten directly by using modern standardized flow operations to make preliminary preparations for the raw materials, simplify the production steps, pass through hygienic and scientific packaging, and then heat or steam fry. This also means that the growth space of the industry is very huge.
Securities analysts are generally optimistic about the prospect of China's Prefabricated vegetable market Sealand Securities Co.Ltd(000750) pointed out that the compound annual growth rate of the prefabricated vegetable industry is expected to be 15% in the next five years, and the scale will exceed 400 billion yuan by 2026 China Securities Co.Ltd(601066) pointed out that prefabricated dishes simplify the cumbersome steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the consumption mode of young groups in fast-paced urban life. Measured by the scale of Chinese catering of 4 trillion, accounting for 10%, it means 400 billion potential market space.
However, an employee in the field of prefabricated vegetables told the daily economic news that the market pursuit shows that everyone is aware of the opportunities of the industry, but the hot spots will always pass, and then the industry will face a reshuffle. Only enterprises with sufficient preparation can settle down in the fierce competition, which is a great test of the comprehensive strength of enterprises.
