The heat of prefabricated dishes continues to rise!
On January 13, prefabricated vegetable concept stocks still performed strongly, and the plate lifted the limit tide. As of the closing, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) had recorded a 20% limit for the second consecutive day, gestar food rose more than 16%, and more than 10 stocks such as Huatian Hotel Group Co.Ltd(000428) , Jinling Hotel Corporation Ltd(601007) , Xi'An Catering Co.Ltd(000721) , China Quanjude(Group) Co.Ltd(002186) had a limit.
The concept stock of prefabricated dishes is in full swing. Can you get on the bus? Should we be calm or radical?
why are prefabricated dishes so hot?
Prefabricated dishes refer to dishes that are directly cooked with Shenzhen Agricultural Products Group Co.Ltd(000061) , livestock, poultry and aquatic products as the main raw materials after washing, cutting, preparation and processing.
There are rich types of prefabricated dishes and a wide range of consumption scenes.
According to the Research Report of East Asia Qianhai securities, there are not only home-made dishes, but also boutique dishes in offline restaurants, so consumers can enjoy delicious food without leaving home. Take Suzhou Weizhixiang Food Co.Ltd(605089) as an example, its 509 yuan / box annual gift box contains 12 dishes, including Buddha jumping wall, laotan pickled fish, pig belly chicken, French lamb chop and other well-known Chinese and Western dishes. Therefore, the rich categories of prefabricated dishes make a wide range of consumption scenarios.
Near New Year's Eve, the business of new year's Eve dinner is booming. However, in addition to being catalyzed by holidays, the popularity of prefabricated dishes also conforms to the transformation of current consumer demand.
From the perspective of C-end consumers, Sealand Securities Co.Ltd(000750) research report points out that young consumers' pursuit of convenient and delicious food promotes the hot demand for prefabricated dishes.
The research report believes that the degradation of cooking skills and energy of young people, the inability of takeout and dining out to fully meet dining needs, and the rise of new channels such as new retailers are all the reasons for helping prefabricated dishes to be more favored by consumers.
In addition, there is also a demand for making big dishes at home. Prefabricated dishes can meet young people's pursuit of a sense of ceremony.
According to the research report, it is the most troublesome and troublesome thing to prepare a large table at home for entertaining friends during the new year's festival. With the development of semi-finished dish processing technology, prefabricated dishes are no longer limited to conventional home dishes, but have gradually expanded to the well-known Festival hard dishes with complex on-site processing, such as pickled vegetable fish, Buddha jumping over the wall, plum vegetable braised meat, chopped pepper fish head and so on.
From the perspective of b-end catering industry, Shanxi Securities Co.Ltd(002500) points out that the demand for industrialized and standardized production of Chinese food drives the expansion of b-end market of prefabricated dishes. Prefabricated dishes replace the processing of food materials and cooking of dishes in the back kitchen. The standardized production process can ensure the stable taste of dishes. While reducing costs, food enterprises can avoid cumbersome food material processing process, improve restaurant floor efficiency and improve the overall profitability.
In terms of industrial chain, East Asia Qianhai securities research report pointed out that the upstream raw materials of prefabricated vegetables involve vegetable planting, aquaculture, condiment production, poultry and animal husbandry, packaging material production, etc., and the downstream involves b-end catering industry and C-end consumers. In addition, transportation, especially cold chain transportation, is a key part of the circulation link of prefabricated vegetables.
can the concept of prefabricated dishes still get on the bus? How to layout?
Looking forward to the future, the organization generally believes that the development space of prefabricated dishes is broad, and the industry will sail to the "trillion blue ocean".
According to Shanxi Securities Co.Ltd(002500) , the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan in 2021, 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.
But at present, the prefabricated vegetable sector has risen sharply in a row. Can it catch up?
In this regard, Founder Securities Co.Ltd(601901) investment consultant Zhong Yong holds a relatively positive attitude. He believes that the market is currently in the stage of "speculation theme". Prefabricated vegetable outlets already exist and are supported by a large market scale. Plate speculation is still in a phased process, and it will be some time before it reaches its peak.
Minmetals securities investment consultant Liang Chengwei pointed out that the short-term tuyere effect of the concept of prefabricated dishes is very obvious, and there is still the possibility of repeated activity before the Spring Festival.
Xia Lijun, chief investment adviser of Hexun information, believes that in the short term, prefabricated vegetable related stocks do rise rapidly, but many stocks will have a certain correction after exceeding market expectations. Investors are advised to pay attention to the medium and long term, but do not chase up in the short term.
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.
In addition, several companies also responded to the company's layout in the prefabricated vegetable industry on the interactive platform:
