According to the news on April 24, zhaoken capital (Beijing) Co., Ltd. signed a contract with Weifang financial holding group. The national, provincial and Weifang three-level funds jointly invested 1 billion yuan to establish a prefabricated vegetable industry fund, focusing on the production, intensive processing, equipment manufacturing, storage and transportation of prefabricated vegetables.
Weifang financial holding is a municipal comprehensive state-owned financial holding group, which undertakes the financial operation of Weifang special financial funds. Zhaoken capital is the fund management platform of China Merchants Group.
Han Liang, an expert on whale platform and founder of chuanglingjia Food Technology Co., Ltd., told the reporter of science and Innovation Board daily that Weifang Municipal government attaches importance to and invests in the prefabricated vegetable industry because Weifang has the advantages of developing the prefabricated vegetable industry in terms of raw materials and exports. "Compared with developed countries, China's Prefabricated dishes are still in their infancy, and there is still broad development space in the future. This is the reason why the government and enterprises attach great importance to prefabricated dishes."
state prefix institutions funded support
Tianyan check shows that the upward equity penetration, and the zhaoken capital is wholly controlled by China Merchants Group.
In addition, according to tianyancha information, there are four funds for land reclamation capital management, among which China Agricultural Reclamation industry development fund is a national fund approved by the State Council. With a registered capital of more than 1 billion yuan, the fund has contributed to Shandong agricultural enterprises such as Shandong Haiqin supply chain and Shandong Shouguang vegetable industry group, holding 17% and 12% respectively up to now.
Public information shows that Weifang has nearly 2000 prefabricated vegetable market subjects, ranking third in the country. Previously, Weifang also formulated a three-year action plan for the prefabricated vegetable industry and issued nine supporting policies. It is planned that the scale of the prefabricated vegetable industry will exceed 300 billion yuan within three years.
Previously, some people in the prefabricated food industry said in an interview with the financial associated press that the prefabricated food depended on the regional market for survival and development in the early stage.
Tianyan survey shows that at present, Shandong Province has the largest number of prefabricated vegetable related enterprises in China, reaching nearly 8600. The leading enterprises in the industry are also concentrated in Shandong. In the prefabricated dishes section of a shares, there are seven listed enterprises in Shandong, including Springsnow Food Group Co.Ltd(605567) , Longda food, Yantai Shuangta Food Co.Ltd(002481) , Oriental Ocean, etc.
The reporter of the science and Innovation Board daily found that many governments have recently issued policies to promote the development of the local prefabricated vegetable industry. On March 25, the Guangdong provincial government issued the "ten measures to accelerate the high-quality development of Guangdong's Prefabricated vegetable industry", in which Article 9 mentioned increasing the support of finance, finance and insurance for the prefabricated vegetable industry.
In addition, China prefabricated food industry alliance, the first national prefabricated food industry organization, was officially established recently. Statistics show that the alliance is jointly guided by the agricultural trade promotion center of the Ministry of agriculture and rural areas, Shenzhen Agricultural Products Group Co.Ltd(000061) quality safety center and China Green Food Development Center, supported by more than 10 provincial agricultural and rural authorities and municipal governments, and several national scientific research and economic research institutions act as members of the expert committee of the Research Institute.
At the same time, Hebei, Fujian and other provinces have also recently established local prefabricated vegetable industry alliances.
market-oriented capital rush for gold
Prefabricated dishes are known as the first tuyere in 2022. According to tianyancha data, so far this year, five prefabricated vegetable enterprises have completed financing. Among them, Lu Zhengyao's new project, tongue tip technology, announced in March this year that it had completed the b-round investment of 1.6 billion yuan, which is the largest prefabricated vegetable enterprise in terms of financing so far this year. However, the investors involved in this round of financing were not disclosed.
According to the statistical data, the prefabricated dishes began to receive the attention of capital in 2020, and the number of financed projects increased significantly compared with the previous year, reaching 9. However, less than 5 projects have been invested in 2018 and 2019. CICC capital, Innovation workshop and other head institutions also began to appear in the list of investors in 2020.
In 2021, the popularity of prefabricated dishes in the primary market continued to soar, and the number of financing projects reached 12. The financing amount of wangjiadu, tongue tip technology and other projects was close to or reached the level of 100 million yuan. Zhiweixiang was successfully listed on the Shanghai Stock Exchange.
This year, prefabricated vegetables broke out in the secondary market. On April 20, against the background of market adjustment, the prefabricated vegetable index rose 3.83% against the market. Since April 11, the prefabricated vegetable index has risen for eight consecutive trading days, with a cumulative increase of 19.5%.
Zhu danpeng, a food industry analyst, told scidev.net daily, "Prefabricated dishes came to the stage from behind the scenes after the epidemic. In fact, in the past, we ate prefabricated dishes on air flights and high-speed rail. Missing, Sanquan and Wanchai wharf are also the rudiments of prefabricated dishes. It's just that at that time, prefabricated dishes were represented by rice, noodles and ordering heart, and the main dish was less involved. From the perspective of categories, the current popularity of prefabricated dishes is actually an extension and coverage of rice noodles dessert products 。”
In terms of capital market, investors with consumption tracks introduced to the reporter of science and Innovation Board daily that prefabricated dishes have become hot in the primary market since the second half of last year. "I can feel it. At that time, everyone began to look at prefabricated dishes. In fact, it's reasonable, because restaurants used to use prefabricated dishes for a long time, but at this time, it's like everyone knew about prefabricated dishes at once, and then some enterprises and institutions hit out the concept by the way. In addition, affected by the epidemic, many C-end users didn't go out to eat, so prefabricated dishes moved from b-end to C-end."
Since the beginning of this year, the consumption track has fallen into a downturn as a whole. Is the current popular prefabricated dishes the "savior" of the new consumption track in the current environment?
The above investors said that the consumption track, especially the catering industry, is actually not as bad as it appears. "When the economy goes down again, we still need to eat. In the past, there was a foam in the new consumption track. Now, on the one hand, it is squeezing out the foam, on the other hand, it is mainly affected by the epidemic."
It further said that from a longer-term perspective, China's new catering is still in the stage of upward development, and prefabricated dishes are just in line with the trend of China's catering development at the current stage.
\u3000\u3000 "From the perspective of the development process of Japan and the United States, they both grew up in a window period of rapid chain, such as McDonald's, KFC and other large chain catering brands. After that, in fact, very few large chain catering brands appeared. From the current economic volume of China, we are just in such a critical period that large chain catering brands may appear, but we have been affected by the epidemic in the short term 。 Prefabricated dishes meet the needs of intensive production and can just promote the chain of catering industry. It is hard to say whether it is the Savior of the new consumer market, but it is indeed a good booster factor for catering chain. "
Zhu danpeng judged that with the improvement of consumer cognition and the acceleration of the pace of modern life, the popularity of prefabricated vegetables will continue. "From the industrial side, the convenience of prefabricated dishes is conducive to the catering entities to control the cost and time and reduce their dependence on chefs. For consumers, the lazy effect and cooking white trend among the new generation of consumers are obvious, and prefabricated dishes have become a rigid demand for them. Therefore, we expect that prefabricated dishes will maintain an annual growth of at least 20% in the future."
Han Liang said that at present, China's Prefabricated vegetable industry is still in the primary stage of development. "Enterprises are still trying and error in category selection, quality assurance and brand building, and need market inspection".
