The Spring Festival is approaching, and the prefabricated vegetable plate is stronger.
On January 4, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094. SZ) soared by 20%, Shandong Huifa Foodstuff Co.Ltd(603536) (603536. SH), Springsnow Food Group Co.Ltd(605567) (605567. SH), Tongqinglou Catering Co.Ltd(605108) (605108. SH) rose by the limit, Dahu Aquaculture Co.Ltd(600257) (600257. SH), China Quanjude(Group) Co.Ltd(002186) (002186. Sz), Suzhou Weizhixiang Food Co.Ltd(605089) (605089. SH) and other prefabricated vegetable concept stocks followed, and the A-share prefabricated vegetable concept index rose by more than 6%.
On January 5, Yantai Shuangta Food Co.Ltd(002481) (002481. SZ) rose the limit and Shandong Huifa Foodstuff Co.Ltd(603536) erlianban.
On January 3, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) announced that the company plans to raise 1 billion yuan to expand the production capacity of prefabricated vegetables, of which 200 million yuan is used for the central kitchen project of the subsidiary Guangdong Gome Aquatic Food Co., Ltd., 500 million yuan is used for the aquatic product deep processing expansion project of the subsidiary Guolian (Yiyang) Food Co., Ltd., and 300 million yuan is used to supplement working capital.
The prefabricated vegetable sector is concerned by capital, which is no longer a day or two.
The so-called prefabricated dishes are convenient dishes that can be directly sold or eaten by catering owners or ordinary consumers through simple processing such as heating or steaming and frying.
In April 2021, "the first stock of prefabricated vegetables" Suzhou Weizhixiang Food Co.Ltd(605089) landed on the A-share market, with a word limit for 10 consecutive trading days. In September of the same year, Zhengzhou Qianweiyangchu Food Co.Ltd(001215) (001215. SZ) was listed. Its main business is to supply fast food and prefabricated rice noodles to end B.
According to the interface news, since 2020, prefabricated vegetable enterprises with large amount of financing have appeared frequently. The prefabricated vegetable supply chain platform "looking for ingredients" has completed round a financing, and enterprises such as food explosion ingredients and three meals with materials have completed round a + financing. In 2021, wangjiadu food, which focuses on Sichuan prefabricated dishes, won nearly 100 million yuan of a-round investment. The new Chinese prefabricated dish brand Zhenwei xiaomeiyuan also completed round B financing and reaped tens of millions of yuan.
Under the hot speculation of capital, prefabricated dishes are still in their infancy in China.
According to the Suzhou Suzhou Weizhixiang Food Co.Ltd(605089) prospectus, China's Prefabricated vegetable industry as a whole is still dominated by small and medium-sized enterprises, with low market concentration and obvious regional characteristics. The market share of enterprises in the industry is limited, and the number of large-scale national enterprises is small.
According to the Research Report of Anxin securities, nearly 70% of the prefabricated vegetable processing enterprises are still in a small, weak and scattered state. Many of them are individual industrial and commercial households and workshop type production and processing modes, and have not formed a relatively complete business operation mode. Therefore, at present, the overall concentration of the industry is low, it is still in the blue ocean competition, and there is no national leading enterprise. In addition, the prefabricated vegetable enterprises in the Yangtze River Delta are mainly franchised chain operation mode, the enterprises in the Pearl River Delta are mainly wholesale circulation, and the enterprises in Fujian are mainly b-end catering customers.
Many consulting institutions or research institutes are optimistic about the future performance of prefabricated dishes. According to iimedia research, the market scale of China's Prefabricated vegetables in 2021 is estimated to be 345.9 billion yuan. With the upgrading of consumption and the layout of cold chain logistics, the prefabricated vegetable market will accelerate to the B and C ends at the same time, and then increase year by year at a growth rate of 20%. The scale of prefabricated vegetables in China will be about 516.5 billion yuan in 2023.
Source: AI media consulting
The Research Report on market prospect and investment of China's Prefabricated vegetable industry in 2021 issued by China Commercial Industry Research Institute shows that China's Prefabricated vegetable market can grow into a market of trillion yuan in the next 6-7 years. In the long run, the scale of China's Prefabricated vegetable industry is expected to reach more than 3 trillion yuan.
It is worth mentioning that in the upsurge of the rise of the prefabricated vegetable plate, some old enterprises "fall behind".
For example, Fujian Sunner Development Co.Ltd(002299) (002299. SZ), as a chicken supplier of fast-food chain brands such as KFC and McDonald's, had a bad start in 2022, and its share price closed down 1.62% on January 5.
The stock price of Fu Jian Anjoy Foods Co.Ltd(603345) (603345. SH), which is mainly engaged in quick-frozen food, has fallen all the way since December 27, 2021. On December 7, the Shanghai Stock Exchange gave disciplinary punishment to Fu Jian Anjoy Foods Co.Ltd(603345) Chairman Liu Mingming. As a shareholder, Liu Mingming did not stop trading when the shareholding change ratio reached 5% of the company's issued shares as required, nor did he timely disclose the equity change report.
According to the decision on administrative supervision measures of Xiamen Securities Regulatory Bureau recently released on the website of China Securities Regulatory Commission, Xiamen securities regulatory bureau decided to take regulatory talk measures against Liu Mingming and record the relevant information in the integrity file.
(interface News)
