The new year is approaching, the trillion blue ocean industry broke out, and the concept stocks of prefabricated vegetables rose sharply in a row, showing a strong performance.
Previously, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) announced that it had signed a cooperation agreement with HEMA and the two sides would conduct in-depth cooperation in the development and marketing of aquatic prefabricated dishes. Affected by the news, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) realized two "20cm" trading limits in a row. As of the close, the stock reported 7.46 yuan, with a total market value of 6.81 billion yuan.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) "hand in hand" box horse
committed to the development and promotion of aquatic prefabricated dishes
On January 11, 2022, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) signed the cooperation framework agreement with Shanghai HEMA Network Technology Co., Ltd. (hereinafter referred to as "HEMA").
The agreement shows that based on good trust, 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 Revitalization Industrial Park, joint brand cooperation and consumption dynamic sharing. Both sides have formed a deep partnership with excellent corporate philosophy and professionalism and in the spirit of "mutual benefit, mutual benefit, stability, permanence, efficiency and high quality".
The cooperation intention of the two sides mainly includes the following three aspects: first, the development and market promotion of aquatic prefabricated dishes. Combined with market demand, HEMA will actively introduce the existing and future aquatic prefabricated dishes developed by Guolian through its own channels. Guolian will make use of its own advantages in R & D, procurement, production and quality control, actively cooperate with the market promotion of HEMA aquatic prefabricated dishes, and strengthen cooperation in food R & D, food safety, cold chain logistics and many other aspects.
Second, build a Rural Revitalization Industrial Park. Through in-depth research on aquaculture, Guolian and HEMA will jointly try to build and develop a high-quality and efficient aquaculture model of aquatic products and jointly build a Rural Revitalization Industrial Park in the future.
Third, joint brand cooperation and consumption dynamic sharing. Both parties will try to promote aquatic products in the form of joint brand cooperation in the box horse channel, and cooperate with each other in the form of upstream and downstream, Chinese and international.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) said that based on the principle of realizing common prosperity between enterprises and farmers, the two sides will jointly carry out in-depth development and market promotion of prefabricated dishes of aquatic products such as shrimp, tilapia and crayfish through investment and cooperation in the field of aquaculture innovation. Both parties make full use of their respective advantages, enhance the level of resource sharing and maintain a high degree of trust between partners, so as to achieve the improvement and improvement of both parties in cost, management, service, user satisfaction and performance. The term of cooperation between the two parties is one year, from January 1, 2022 to December 31, 2022.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) by strengthening the cooperation between the two sides in channel, R & D, brand, market information sharing and rural revitalization, the company can make full use of the resource advantages in their respective fields, realize resource sharing and complementary advantages, promote the strategic layout of the company's Prefabricated vegetable business and further enhance the company's comprehensive competitiveness.
HEMA is Ali's new retail platform
According to tianyancha data, Shanghai HEMA Network Technology Co., Ltd., established in 2015, is a new retail platform driven by data and technology under Alibaba group. In March 2016, Alibaba made a round a investment of US $150 million to HEMA.
Hou Yi, the legal person of Shanghai HEMA Network Technology Co., Ltd., is also the founder & CEO of HEMA Xiansheng. He has successively served as the director of logistics planning and the general director of o2o in Jingdong, and has more than 30 years of retail related experience.
HEMA hopes to create a community-based one-stop new retail experience center for consumers and bring people "delicious life" with technology and humanity.
the concept of prefabricated dishes is hot
continuous trading of multiple stocks
Affected by the above news, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) raised the 20cm limit for two consecutive days. Since the beginning of the year, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 8 trading days have increased by 65%.
At the same time, affected by the mood of approaching the Spring Festival, the concept of prefabricated dishes has been outstanding recently.
Yesterday, the Beijing stock exchange's Gaishi food (836826) rose strongly by 29.99%. Today, the stock's performance is still strong, and once rose to 24.56%.
It is understood that Gaishi food is a national key leading enterprise in agricultural industrialization. Its main business is the R & D, production and sales of instant appetizers such as marine food and edible fungus food. Its customers include Haidilao, xijiade, Master Kang, Hefu noodles, Ajisen ramen, etc.
In addition, Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Xi'An Catering Co.Ltd(000721) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Tongqinglou Catering Co.Ltd(605108) all realize two boards.
Recently Shandong Delisi Food Co.Ltd(002330) realizing two connected boards said that the proportion of the company's Prefabricated vegetable business at the b-end and C-end 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 expected 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.
Zhengzhou Qianweiyangchu Food Co.Ltd(001215) also 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.
or the birth of trillion blue ocean industry
Lazy house economy will promote the rapid development of prefabricated vegetable industry. Shanxi Securities Co.Ltd(002500) said that the lazy economy and the epidemic situation have led to changes in consumption habits. Residents' fast-paced life is more dependent on industrialized food production and socialized supply, and prefabricated dishes cater to the lifestyle of young consumer groups under the fast-paced life. At present, local epidemics occur occasionally in China, and the frequency of family meals increases. Prefabricated vegetable bags have gradually become a necessity for isolated life at home. Chinese food industrialization and standardized production demand drive the expansion of b-end market of prefabricated dishes.
In addition, due to the improvement of takeout penetration rate and the change of family structure, the sales volume of C-end of prefabricated dishes increased. The explosive growth of takeout not only introduces a steady stream of passenger flow and orders into the catering industry, but also improves the convenience requirements. The decline of young people's enthusiasm for studying cooking and the rise of women's enrollment rate and employment rate have greatly reduced the time spent by households in the kitchen compared with the previous decade. Prefabricated dishes that can ensure the taste of dishes have become the first choice for family cooking.
Shanxi Securities Co.Ltd(002500) it is predicted that the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan in 2021, 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.
According to the analysis in the Research Report of Sealand Securities Co.Ltd(000750) , prefabricated dishes are one of the fastest developing sub industries in the food processing industry in recent five years. Under the normalization of the epidemic situation, the number of dining scenes at home has increased, and the rise of new retail channels such as box horse and Ding Dong shopping has also accelerated the consumption and popularization of prefabricated dishes.
However, as the industry has just started, the competition pattern is extremely scattered, and different types of participants have opportunities. Among them, traditional quick-frozen food enterprises are more likely to become national leaders and give full play to the potential energy of single products. Professional prefabricated vegetable enterprises plough deep into the region and can become small and beautiful enterprises. For upstream agricultural, animal husbandry and aquatic products enterprises, prefabricated dishes are a rare window of business transformation. If the product power advantage is prominent and the b-end and C-end distribution channels are quickly established, it is possible to produce a dark horse enterprise. It is estimated that the CAGR of the prefabricated vegetable industry will be 15% in the next five years, and the scale will exceed 400 billion yuan by 2026.
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