Prefabricated vegetables have received continuous attention from the market and strong support from many local policies. Recently, Guangdong Province issued ten measures to accelerate the high-quality development of Guangdong's Prefabricated vegetable industry, which will promote the development of Guangdong's Prefabricated vegetable industry by building a joint research and development platform for prefabricated vegetables and expanding the prefabricated vegetable industry cluster. As the next trillion market of the catering industry, prefabricated dishes have also attracted the attention of more and more listed companies.
policy support
The prefabricated dishes, known as "lazy welfare", have become more and more frequent on people's tables and are strongly supported by many local policies because they simplify the cumbersome steps of buying, washing, cutting and cooking.
On March 25, the Guangdong provincial government issued the "ten measures to accelerate the high-quality development of Guangdong's Prefabricated vegetable industry" (hereinafter referred to as the "measures"), which will promote the development of Guangdong's Prefabricated vegetable industry through the construction of a joint research and development platform for prefabricated vegetables, the expansion of prefabricated vegetable industry clusters, the cultivation of prefabricated vegetable demonstration enterprises and other measures.
The measures pointed out that we should give full play to the role of "chain leader" enterprises in the industrial chain, guide small and medium-sized enterprises of prefabricated vegetables to become "specialized and special new" enterprises, promote the integration, development and growth of primary, secondary and tertiary industries, and strive to cultivate a number of leading enterprises and single champion enterprises of prefabricated vegetables with influence in the country and even the world within five years.
In addition to Guangdong, Shandong, Henan and other places have also given full play to the advantages of industrial foundation and paid close attention to the air outlet of prefabricated vegetables.
On February 22, Shandong Province established Shandong prefabricated vegetable industry alliance in Zhucheng to build a whole industry chain development pattern led by leading enterprises in agriculture, animal husbandry and fishery, food processing industry and logistics distribution industry, so as to improve the synergy of "wild goose array" prefabricated vegetable industry cluster. Zhucheng is expected to build a 50 billion yuan prefabricated vegetable industry cluster during the 14th Five Year Plan period. Under the leadership of the Department of agriculture and rural development, Henan will study and formulate the action plan for the transformation and upgrading of green food industry to clarify the development direction of the upgrading of prefabricated vegetables.
aim at the prefabricated vegetable track
The report on China's chain catering industry in 2021 points out that at present, the market scale of China's Prefabricated vegetable industry is about 210 billion yuan, and the industry scale is expected to increase to about 600 billion yuan by 2025 The China Securities Co.Ltd(601066) research report said that if China's catering scale is 4 trillion yuan, 10% of the prefabricated dishes mean that there is 400 billion yuan of potential market space.
Industry insiders said that in the next 6-7 years, the scale of China's Prefabricated vegetable industry is expected to reach about 3 trillion yuan, becoming the next trillion catering market. At the same time, with the help of consumption upgrading, accelerated cold chain logistics layout and diversified Internet marketing, 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%.
Prefabricated dishes have also attracted all kinds of capital. Tianyancha data show that there are more than 69000 enterprises related to prefabricated vegetables in China. Among them, in 2021 alone, nearly 4000 enterprises related to prefabricated dishes were newly registered. Among them, listed companies take the lead in terms of layout.
Taking Shandong Delisi Food Co.Ltd(002330) as an example, the company said in an institutional survey on February 8 that the company's capacity of prefabricated vegetables in 2021 was about 30000 tons, and the capacity of prefabricated vegetables under construction was 150000 tons. Among them, Shandong headquarters has a production capacity of 100000 tons and has begun some trial production; The 50000 ton prefabricated vegetable production capacity of Shaanxi base is expected to be put into operation in July 2022, and the new prefabricated vegetable production capacity will reach 150000 tons by the end of 2022.
A number of listed companies have crossed the board. Shanghai Jin Jiang Online Network Service Co.Ltd(600650) , which is mainly engaged in vehicle operation business and low-temperature logistics business, established Jinjiang Yuwei in 2021 to seize the development opportunity of the prefabricated vegetable industry and mainly develop and sell instant heating and instant cooking products. The company said that the sales volume of new year's meal packages developed according to the market demand reached more than 10000 sets, and the innovative business of prefabricated dishes achieved a "good start".
Many listed companies want to take a share Foshan Haitian Flavouring And Food Company Ltd(603288) Board Secretary Zhang Xin said at the performance press conference on March 25 that the field of prefabricated vegetables is highly related to condiments, and the company is also actively investigating Zhongjing Food Co.Ltd(300908) said that the company had plans to expand its business to prefabricated food Chen Ke Ming Food Manufacturing Co.Ltd(002661) said that in the next few years, the company will focus on solving the problem of eating convenience of vermicelli products and adopt the mode of "vermicelli + prefabricated vegetable seasoning bag".
listed companies benefit
Under the high climate of the prefabricated vegetable industry, the performance of relevant listed companies has increased significantly.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) announcement shows that by adjusting the product structure, the proportion of the operating revenue of prefabricated vegetables in the overall operating revenue is growing steadily. At the same time, the company has established long-term cooperative relations with world-famous western fast food chain enterprises, bantianyao catering, Yonghui Superstores Co.Ltd(601933) , HEMA fresh, Sam's club, Dingding lazy food, etc.
Shandong Delisi Food Co.Ltd(002330) it is expected to realize a net profit of 40 million yuan to 45 million yuan in 2021, with a year-on-year increase of 37.44% - 54.62% Shandong Delisi Food Co.Ltd(002330) said that in 2021, the company took intensive processing and high value-added prefabricated vegetable series products as the development direction, effectively promoted cost control and achieved certain results in business work.
China's first stock of prefabricated dishes Suzhou Weizhixiang Food Co.Ltd(605089) is a typical example of benefiting from the high scenery of the prefabricated dish industry Huaxi Securities Co.Ltd(002926) research report said that the scale of Suzhou Weizhixiang Food Co.Ltd(605089) revenue increased steadily with market expansion and industry demand growth, and the revenue increased from 291 million yuan to 622 million yuan from 2016 to 2020, achieving double-digit growth for five consecutive years. The rapid growth of income scale constantly strengthens the scale barrier of the company in the prefabricated vegetable industry.
China International Capital Corporation Limited(601995) research report said that in 2014, the prefabricated vegetable industry began to expand at the b-end, then gradually penetrated into the C-end under the trend of consumption upgrading, and accelerated its development to the C-end under the catalysis of the epidemic. At present, the proportion of b-end and C-end revenue of China's Prefabricated vegetable industry is about 8:2 With the cost reduction and efficiency improvement at the b-end and the release of the demand for convenience at the C-end, the prefabricated vegetable industry has entered a period of rapid growth.
