Recently, with the increase of demand for prefabricated dishes, Shandong Huifa Foodstuff Co.Ltd(603536) , Better Life Commercial Chain Share Co.Ltd(002251) and other related concept stocks rose sharply against the trend. According to the reporter's observation, the popularity of prefabricated vegetables has also attracted listed companies in the aquaculture industry to test the water of prefabricated vegetables. Industry insiders believe that expanding to the downstream industrial chain is an important path for aquaculture enterprises to achieve sustained revenue growth and transformation and development. Some enterprises have begun to test the water consumption side.
expand the market of prefabricated vegetables
"On March 5, we launched an emergency plan to fully ensure the supply in Shanghai." New Hope Liuhe Co.Ltd(000876) relevant person in charge introduced that from early March to early April, the company has supplied more than 9800 tons of various meat products to Shanghai. In addition to 8437 tons of poultry products, small crispy meat and other prefabricated dishes are also within the scope of guaranteed food. According to the person in charge, it is now available for one month in almost 10 days.
"The shelf life of prefabricated vegetables ranges from 3 to 7 days. Compared with the ready-made and ready-made food of takeout, it can better adapt to the situation of closed isolation of the epidemic or stocked home scenes such as the Spring Festival holiday." Liu chenqian, chief analyst of the food and beverage group of Sinolink Securities Co.Ltd(600109) Research Institute, said that the current epidemic prevention and control policies in some regions have driven the market demand for prefabricated vegetables.
In fact, the concept of prefabricated dishes has become "popular" during the Spring Festival, which is closely related to the change of today's lifestyle.
"Our food processing is done earlier. The pepper pork tripe chicken in the prefabricated dish is good." Wens Foodstuff Group Co.Ltd(300498) relevant person in charge. The reporter found that many breeding enterprises are concerned about the development of the prefabricated vegetable industry. During the Spring Festival this year, Tangrenshen Group Co.Ltd(002567) launched the "eight bowls of reunion" gift box for new year goods and welfare of employees of enterprises and institutions, including Maoshi braised meat, squid and shredded bamboo shoots and other prefabricated dishes.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) which is good at aquatic products gives full play to the advantages of Guangdong cuisine in cooking seafood for product development, Wens Foodstuff Group Co.Ltd(300498) of white cut chicken and salt baked chicken are also from Guangdong cuisine, and Tangrenshen Group Co.Ltd(002567) of prefabricated dishes fully reflect the flavor of Hunan cuisine. However, the homogenization competition of breeding enterprises in some domestic dishes is also becoming increasingly obvious.
Earlier, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) launched a plan to increase and expand the production capacity of prefabricated vegetables by 1 billion yuan. After the project is completed, the company's production capacity of various aquatic foods can be increased by about 70000 tons; If it is successfully put into operation, it can add 2.566 billion yuan of revenue and 177 million yuan of net profit to the company every year Zhanjiang Guolian Aquatic Products Co.Ltd(300094) relevant person in charge said that in January this year, the company successfully entered the new retail market together with box horse fresh food, half day demon and Dingding lazy food to further consolidate the omni-channel marketing system.
Liu chenqian believes that breeding enterprises lack pricing power to the downstream, and their profitability is greatly affected by cyclical fluctuations. The light processed products of prefabricated vegetables have certain synergy with the original business of the agriculture and animal husbandry company. The agriculture and animal husbandry company can quickly realize standardized production and form the scale advantage of a single product.
from client to consumer
According to the data of fanbaodian, the scale of China's Prefabricated vegetable market will exceed 300 billion yuan in 2021 and is expected to exceed 830 billion yuan by 2025, of which the scale of C-end (consumer end) market accounts for nearly 30%.
Wens Foodstuff Group Co.Ltd(300498) relevant person in charge introduced that the company still provides products to enterprise customers as a whole, so there are few company products available in the retail market New Hope Liuhe Co.Ltd(000876) relevant person in charge said that in fact, New Hope Liuhe Co.Ltd(000876) is involved in many prefabricated dishes in supermarkets.
"Our raw materials, from quality to quantity, can meet the needs of prefabricated dishes." Wens Foodstuff Group Co.Ltd(300498) relevant person in charge introduced that when breeding enterprises make prefabricated vegetables, on the one hand, the source of raw materials is stable and the price will not fluctuate significantly; On the other hand, food safety can be better controlled. At the same time, this integrated production mode can reduce the production cost of prefabricated vegetables.
"We have two food R & D centers in Shanghai and Zhanjiang, equipped with a R & D team composed of senior R & D directors and chefs from large international chain restaurants." Zhanjiang Guolian Aquatic Products Co.Ltd(300094) relevant person in charge said that in recent years, the company has continued to develop a number of rich and diverse prefabricated dishes and ready to eat foods, such as "lazy man quick cooking" series, Golden Millet Hibiscus shrimp wrapping powder series, shrimp sliding series, garlic vermicelli shell series and so on.
Liu chenqian believes that the downstream customers of prefabricated dishes are relatively scattered, including all kinds of high-end hotels, small restaurants and fast food restaurants. Generally, breeding enterprises prefer to cut into large catering enterprises to realize the layout of prefabricated dishes.
"We will comprehensively expand the production capacity of prefabricated vegetables, continue to focus on the series of food and ingredients, take the initiative to get close to customers and tap their needs." Zhanjiang Guolian Aquatic Products Co.Ltd(300094) relevant person in charge said that the company launched service-oriented marketing for key key customers, jointly developed prefabricated food, created a "central kitchen" for aquatic prefabricated dishes, and gradually expanded its influence and brand power at the C-end.
