On Wednesday afternoon, prefabricated vegetable concept stocks continued to rise. As of the closing, Gaishi food had a 30cm limit, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 20cm limit, Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Tongqinglou Catering Co.Ltd(605108) , Xi’An Catering Co.Ltd(000721) , Dahu Aquaculture Co.Ltd(600257) , Suzhou Weizhixiang Food Co.Ltd(605089) and other stocks had a 10cm limit.
Recently, Zhengzhou Qianweiyangchu Food Co.Ltd(001215) and other leading companies of prefabricated vegetables have frequently released good news.
Zhengzhou Qianweiyangchu Food Co.Ltd(001215) said on the interactive platform that the company has prefabricated food related products. At present, the company has customized and developed a series of prefabricated food products to 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.
Shandong Delisi Food Co.Ltd(002330) said that the proportion of the company’s Prefabricated vegetable business in the b-end and C-end business was 7:3. In 2020, the volume of prefabricated vegetables in a narrow sense (excluding low-temperature meat products) was more than 400 million, and the revenue grew rapidly in 2021. It is estimated that the revenue of prefabricated vegetables in 2022 will be about 1.2 billion yuan. At present, the company’s production capacity of prefabricated vegetables has not been fully released. It is expected that with the expansion of air outlet and the expansion of b-end customer resources in 2022, it is feasible to double the revenue of prefabricated vegetables.
According to the announcement of Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , the company signed the cooperation framework agreement with Shanghai HEMA Network Technology Co., Ltd. on. Based on good trust and considering the long-term development of both sides, the two sides decided to work together to carry out cooperation in the fields of aquatic prefabricated dishes development and market promotion, Co Construction of rural Zhenxing Industrial Park, joint brand cooperation and consumption dynamic sharing. The term of cooperation between the two parties is one year, from January 1, 2022 to December 31, 2022.
organization: the next trillion catering market is waiting for gold
Debang securities research report pointed out that the catering supply chain market scale exceeds trillion, and there is a huge market space to be tapped. We are optimistic about the long-term development prospect of the prefabricated food industry. With the in-depth development of the industry, the relevant enterprises in the upstream of the prefabricated food and catering supply chain still have strong investment opportunities.
Shanxi Securities Co.Ltd(002500) also believes that the lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized food supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market.
In terms of configuration, the open source securities research report pointed out that the demand of the prefabricated vegetable industry is gradually released and is in a period of rapid development. Old prefabricated vegetable enterprises Suzhou Weizhixiang Food Co.Ltd(605089) and haodeli have been deeply engaged in the prefabricated vegetable industry for many years, and Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) and other enterprises in the food industry have arranged the prefabricated vegetable industry one after another. Relevant enterprises can be the first to layout the market and enjoy the dividends of the rapid development of the industry. It is recommended to pay attention to Suzhou Weizhixiang Food Co.Ltd(605089) . In addition, Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) will also benefit.
