On January 13, the Shanghai stock market fell 42 points, or 1.17%. The concept of prefabricated vegetables bucked the trend. 8 of the 19 constituent stocks rose by the limit, of which the leading Zhanjiang Guolian Aquatic Products Co.Ltd(300094) harvested "20cm" for two consecutive trading days.
, a total of 6 pre prepared food concept companies disclosed the pre prepared food business either through the interactive platform or by issuing change announcements; More securities companies have been chanting "trillion track" for prefabricated dishes.
It is worth noting that Li Zhong, chairman of Zhanjiang Guolian Aquatic Products Co.Ltd(300094) in a micro interview with securities times · e company, said: China's current stock of prefabricated vegetable market is about 300 billion yuan. If estimated according to the compound growth rate of 20% per year, China's Prefabricated vegetable market can grow into a market of trillion yuan in the next 6-7 years. In the long run, China's Prefabricated vegetable industry is expected to achieve a scale of more than 3 trillion yuan.
actively embrace the prefabricated vegetable business
The announcement shows that a number of listed companies are actively embracing the "track" of prefabricated dishes and occupying the market with rapid layout.
Li Zhong introduced that the comprehensive strategic cooperation between Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and HEMA will form a very good synergistic and complementary effect. According to the strategic cooperation agreement, HEMA will import all kinds of Zhanjiang Guolian Aquatic Products Co.Ltd(300094) prefabricated vegetable products into its own Wuxi Online Offline Communication Information Technology Co.Ltd(300959) channel, which can directly reach C-end consumers and directly improve sales.
Shandong Delisi Food Co.Ltd(002330) announced that in 2020 and the first three quarters of 2021, the operating revenue of the company's Prefabricated dishes related products accounted for about 11.22% and 9.79% of the company's overall operating revenue respectively. In the first three quarters of 2021, the gross profit margin and net profit margin of prefabricated vegetable related products were about 20% and 2.78% respectively.
In the future, delis will continue to focus on the promotion of b-end + key customers, improve the market share, and quickly occupy the Chinese market through multi-channel, extensive and deep cultivation.
Zoneco Group Co.Ltd(002069) on the interactive platform, it is said that prefabricated vegetable products with the characteristics of ready to eat, ready to cook, ready to heat and ready to serve have been listed successively, such as minced garlic vermicelli, powdered fish chops, fresh + scallops, black pepper salmon, Longjin Buddha jumping over the wall and other products.
Org Technology Co.Ltd(002701) said that at present, the R & D and packaging business of prefabricated vegetable series products is one of the important promotion businesses of the company in the near future. At present, the company has launched the first batch of products and carried out business in the mode of self owned products and brand cooperation.
In addition, some listed companies said that the prefabricated vegetable business is still in its infancy.
Tongqinglou Catering Co.Ltd(605108) announced that Anhui Tongqinglou Catering Co.Ltd(605108) Food Co., Ltd., a wholly-owned subsidiary of the company, is involved in the prefabricated vegetable business, which is the key business segment of the company. However, as of September 30, 2021, the operating revenue of this business accounted for less than 1% of the company's operating revenue,
The announcement disclosed that Jiangsu Jinling Food Technology Co., Ltd., a holding subsidiary, is an enterprise mainly engaged in the R & D, operation and sales of Jinling food. The company carries out R & D and transformation based on Jinling catering special pastries and dishes, adopts the production mode of prefabricated dishes, and creates special pastries and prefabricated dishes for mass consumption, business festivals and semi-finished products of hotel catering. The company's operating revenue in the first three quarters of 2021 accounted for less than 5% of the company's operating revenue.
trillion track rise?
The popularity of the concept of prefabricated vegetables in the stock market has also attracted the attention of institutions. Many institutions quickly launched in-depth reports on prefabricated dishes, and some even shouted the rise of trillion tracks.
East Asia Qianhai Securities said that as a standardized and large-scale product, prefabricated dishes are convenient, diverse and healthy, which can solve the pain points of group meals. Therefore, in the context of the rapid growth of the group meal market, the prefabricated vegetable industry can take advantage of this east wind to achieve rapid development.
According to AI media consulting, the scale of China's Prefabricated vegetable market is expected to be 345.9 billion yuan in 2021 and 515.6 billion yuan in 2023. If the growth rate of China's Prefabricated vegetable market remains stable at 20%, the scale of China's Prefabricated vegetable market will exceed trillion yuan in 2027.
Huaxin Securities Research Report believes that the current lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized supply. Prefabricated vegetables cater to the lifestyle of young consumer groups under the fast-paced life. In China's catering market in the future, prefabricated dishes have large market space and growth potential. With the in-depth development of the industry, prefabricated dishes and related enterprises upstream of the catering supply chain still have strong investment opportunities.
In addition, due to the increasing frequency of home meals under the background of the epidemic and the approaching Spring Festival, the catering market has entered the traditional peak consumption season, and the concept sales and operating revenue of prefabricated dishes are expected to increase.
According to the in-depth report of Sealand Securities Co.Ltd(000750) , prefabricated dishes are one of the fastest growing sub industries in the food processing industry in recent five years. 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.
Sealand Securities Co.Ltd(000750) it is estimated that the prefabricated vegetable industry is expected to usher in rapid development driven by the cost reduction and efficiency increase at the b-end and the change of consumption habits at the C-end. At present, the industry is still in the early stage of penetration and can still accelerate its growth in the future. It is estimated that the scale of the prefabricated vegetable industry is expected to exceed 400 billion yuan in 2026, and the CAGR will reach about 15% from 2021 to 2026, of which the scale of b-end prefabricated vegetables will exceed 300 billion yuan and the scale of C-end prefabricated vegetables will exceed 100 billion yuan.
Prefabricated vegetable orders are hot, and there may be ten times more room for growth in the future
concept or tuyere? The scale of prefabricated vegetable market may exceed trillion. Listed companies are busy expanding production layout
