According to the financial report of China Central Television, prefabricated dishes are favored by many consumers because they can simplify the cooking process and have a long shelf life. Recently, they have also become the "new favorite" of people hoarding vegetables in Shanghai. In Putuo District of Shanghai, Yu Guojing, who is responsible for the distribution of fresh food, told reporters that in the past half a month, the workload of him and his colleagues has increased significantly. The daily order receiving volume is about 150 orders, most of which will have prefabricated dishes. Not only in Shanghai, the data show that since March, the overall sales volume of prefabricated vegetables across the country has increased significantly. Among them, semi-finished clean dishes and snacks are the most popular, and the sales of multiple single products increased by more than 50% over February.
Huaxi Securities Co.Ltd(002926) research report points out that the prefabricated vegetable industry has been booming since 2014. By 2020, the epidemic has spawned consumer demand at the household end. The industry presents a tree shaped development path from a few categories such as quick-frozen rice noodles to a variety of dishes, from b-end to C-end consumers, from first tier cities to second, third tier and even offline cities. At present, the scale of the industry is nearly 200 billion yuan, and there are more than 70000 related enterprises. In the past five years, a large number of market participants have poured in.
According to the theme database of financial Associated Press, among the relevant listed companies:
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) took the lead in applying for the group standard of the specification for prefabricated vegetable products. The company's Prefabricated dishes and deeply processed foods mainly include boiled, flour wrapped, rice noodles, conditioning, hot pot barbecue and other series.
At present, SKU is the leading manufacturer in the industry.
