The epidemic situation is changeable, the Spring Festival is approaching, and the concept of prefabricated dishes is popular!
In the past three trading days, the concept index of prefabricated vegetables has risen by nearly 15%, and several stocks in the plate have been trading continuously. The leader Zhanjiang Guolian Aquatic Products Co.Ltd(300094) closed three 20 cm trading limits in three days, up 73%. Six years ago, the Zoneco Group Co.Ltd(002069) who suffered the "scallop robbery" also came to rub the hot spot. The company said on the interactive platform that it had a series of products such as "prefabricated scallops", and the price limit was raised on Friday.
Over the weekend, many companies actively or passively "touch the edge" prefabricated dishes on the interactive platform. Henan Huaying Agricultural Development Co.Ltd(002321) said that the company has "pre steamed duck blood, pre steamed hot pot duck blood and other prefabricated food materials", Better Life Commercial Chain Share Co.Ltd(002251) said that the company's "prefabricated cooked products include sushi, rice balls, boxed rice, pickles and pastry products, and the packaged single dishes are jointly produced with congchu and Peng Jifang". Xinghui environmental materials said that the company's products "meet the requirements of food grade and can be used for food packaging and tableware manufacturing", this is not the only one.
Brokerage analysts believe that the prefabricated vegetable industry is in the early stage of development, has a broad market space in the future, and the scale is expected to exceed trillion. The real beneficiaries are mainly industry leaders whose concentration is expected to improve, and enterprises that extend to the prefabricated vegetable field and are expected to form business synergy, such as Guangzhou Restaurant Group Company Limited(603043) , Zhongyin Babi Food Co.Ltd(605338) .
four share withdrawal triple board
Zoneco Group Co.Ltd(002069) "prefabricated scallop" limit
More than half a year ago, "the first stock of prefabricated vegetables" Suzhou Weizhixiang Food Co.Ltd(605089) was listed on the A-share market, crazy about the daily limit of 10 word boards, and the concept of prefabricated vegetables entered the vision of investors for the first time. At the end of the year and the beginning of the year, the epidemic situation was changeable, and the Spring Festival was approaching, the concept of prefabricated dishes suddenly became popular again.
On the first trading day of 2022, the concept index of Dongcai prefabricated dishes rose by 6.3%, and many stocks such as Tongqinglou Catering Co.Ltd(605108) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) rose by the limit. Then the plate entered a week of shock and broke out collectively on Wednesday. On the same day, hundreds of thousands of hand sealed orders rose by the word limit, and the whole plate closed by about 15 shares. The market continued on Thursday, Shandong Delisi Food Co.Ltd(002330) continued to limit a large number of orders, and there were still nearly 10 shares in the plate.
On Friday Shandong Delisi Food Co.Ltd(002330) continued to play high, but the plate rose and fell back. At the close, there were still four shares trading limits, namely Shandong Delisi Food Co.Ltd(002330) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Haixin Foods Co.Ltd(002702) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) . These four shares also traded for three consecutive days, of which Zhanjiang Guolian Aquatic Products Co.Ltd(300094) increased by 73% after three 20cm, doubling since the beginning of the year. The whole plate rose nearly 15% in the third day.
On Friday, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) peer Zoneco Group Co.Ltd(002069) suddenly opened, and the industry rose by the word limit. What's the situation? The original news was "good". This A-share company known for "scallops can swim" announced that it has a series of products such as "prefabricated scallops" and has been listed one after another.
Specifically, on January 13, Zoneco Group Co.Ltd(002069) said on the interactive platform that in recent years, the company has been committed to promoting the upgrading of food materials to food, and has developed and launched " Zoneco Group Co.Ltd(002069) flavor" marine food around Zoneco Group Co.Ltd(002069) core marine resources. The company's products include fresh sea treasures, frozen and fresh prepared food (frozen ingredients such as fish shellfish, shrimp, crab and clam and prefabricated dishes), nutritional food (ginseng abalone caviar, etc.), leisure food (Marine snacks such as shellfish and shrimp). Among them, prefabricated vegetable products with the characteristics of ready to eat, ready to cook, ready to heat and ready to match 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.
Many netizens said, "scallops swim back?" "I\'m afraid your scallops will run away again, leaving minced garlic and fans", and others said "this is a good company, just rub".
Henan Huaying Agricultural Development Co.Ltd(002321) end "pre steamed duck blood"
food packaging enterprises also come to rub
There are Zoneco Group Co.Ltd(002069) proofing, and many listed companies are also interested in the concept of prefabricated dishes.
The first is Henan Huaying Agricultural Development Co.Ltd(002321) . The company said on the interactive platform that in recent years, its subsidiary Huaying biotechnology has made continuous efforts in the R & D, channel and production capacity of related products with duck blood as the main raw material. At present, there are prefabricated vegetable products such as cold duck blood and maoxuewang duck blood, as well as prefabricated ingredients such as pre steamed duck blood and pre steamed hot pot duck blood. The company will continue to pay attention to the development of prefabricated dishes, and timely increase the R & D and investment of relevant prefabricated dishes and ingredients in combination with the characteristics of duck ingredients.
Better Life Commercial Chain Share Co.Ltd(002251) said that the company has master dishes (net side dishes) in operation; Prefabricated cooked products include sushi, rice balls, boxed meals, pickles, pasta products, packaged single dishes, congchu, Peng Jifang, etc!
Great-Sun Foods Co.Ltd(603336) said that at present, the company mainly carries out quick-frozen food, grain and oil business, and its R & D products include Cantonese snacks, breakfast, fried rice, etc., and prefabricated dishes are also in the R & D plan.
Zhejiang Huatong Meat Products Co.Ltd(002840) said that "prefabricated dishes and prepackaged foods have been developed".
In addition to these food, agricultural and animal husbandry enterprises, food packaging enterprises do not forget to take a share.
Xinghui environmental materials said that the company's products include high impact polystyrene (HIPS) series products and general-purpose polystyrene (GPPS) series products, which are widely used in many fields of the national economy, such as electronic appliances, toys, daily plastic products, plastic packaging, building materials, medical devices and so on. The main components of the company's products meet the requirements of food grade in terms of dissolved matter, residue and other indicators, and can be used for food packaging, tableware manufacturing, etc.
Panda Dairy Corporation(300898) said that the company "provides many small packaging products suitable for prefabricated dishes".
Some investors even asked whether the 10 day 9 board Chinese medicine demon stock Shanghai Kaikai Industry Company Limited(600272) involved prefabricated dishes, but the company gave a negative answer.
which subjects really benefit?
So, in the end, which are the real enterprises that benefit from prefabricated dishes?
At present, there is no unified standard and division in the industry. According to the degree of processing required, prefabricated dishes can be briefly summarized into four categories: ready to eat food, hot food, cooked food and ready to serve food.
East Asia Qianhai Securities Research Report believes that the scale of the prefabricated vegetable market is expected to exceed trillion, the market space is broad in the future, and the benefit targets are industry leaders whose concentration is expected to improve and targets with development potential. At present, the concentration of the industry is low and the competition pattern is scattered. The beneficiaries are industry leaders whose concentration is expected to improve in the future, such as Suzhou Weizhixiang Food Co.Ltd(605089) , Fu Jian Anjoy Foods Co.Ltd(603345) , and targets with great development potential, such as Juewei Food Co.Ltd(603517) , Henan Shuanghui Investment & Development Co.Ltd(000895) , China Quanjude(Group) Co.Ltd(002186) , Sanquan Food Co.Ltd(002216) , Better Life Commercial Chain Share Co.Ltd(002251) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Longda food, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Guangzhou Restaurant Group Company Limited(603043) , Shandong Huifa Foodstuff Co.Ltd(603536) , Zhongyin Babi Food Co.Ltd(605338) .
Sinolink Securities Co.Ltd(600109) said that the pattern of prefabricated dishes is scattered, and catering enterprises are also involved, which can form synergy with their own catering business. Brand endorsement and store channels are its main advantages: enterprise survey data show that there are 72000 existing enterprises related to prefabricated dishes by the end of April 2021, and 13000 newly registered in 2020 alone, which is still scattered.
It said that it is optimistic about the further application of prefabricated dishes in the catering end, which can effectively alleviate the cost pressure of catering enterprises. At the same time, it is suggested to pay attention to catering enterprises that extend to the field of prefabricated dishes and are expected to form business synergy, such as Guangzhou Restaurant Group Company Limited(603043) , Zhongyin Babi Food Co.Ltd(605338) .
From the perspective of several companies with the strongest rise recently, Shandong Delisi Food Co.Ltd(002330) revealed that in 2020 and the first three quarters of 2021, the operating revenue of the company's Prefabricated food 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. "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." Shandong Delisi Food Co.Ltd(002330) indicates.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) is an earlier company that laid out prefabricated dishes. As early as in the 2017 annual report, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) mentioned that "the company's main products include aquatic primary processed food products mainly shrimp products, deeply processed food and prefabricated dishes". In 2020, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) prefabricated dishes will earn about 730 million yuan. Li Zhong, chairman of Zhanjiang Guolian Aquatic Products Co.Ltd(300094) said that in the long run, China's Prefabricated vegetable industry is expected to achieve a scale of more than 3 trillion yuan.
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