The popularity of the prefabricated vegetable track has increased, and supermarket enterprises are competing for layout, with both opportunities and challenges
This week (January 13), Jiangxi Guoguang Commercial Chains Co.Ltd(605188) and Wuhan Department Store Group Co.Ltd(000501) responded to the sale of prefabricated vegetables in their supermarkets on the investor interaction platform. In addition, many supermarket enterprises such as HEMA, Sam, Jiajiayue Group Co.Ltd(603708) have also laid out prefabricated vegetable tracks. In recent years, the popularity of prefabricated dishes has continued to increase. Near the Spring Festival in 2022, the demand and attention have increased significantly under the stimulation of "local Chinese New Year". From the demand side, the prefabricated dishes can meet the large purchase volume, strong planning, high timeliness and cost sensitive needs of customers such as takeout, group meal and rural kitchen at the B end, and can meet the dual needs of young workers for convenience and delicacy at the C end. From the supply side, taking the supermarket channel as an example, its prefabricated dishes mainly come from professional food manufacturers and private brands. At present, China's professional food manufacturers include not only listed companies such as Suzhou Weizhixiang Food Co.Ltd(605089) , Fu Jian Anjoy Foods Co.Ltd(603345) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , but also start-up companies such as Zhenwei xiaomeiyuan, xuweishi and wangjiadu. Supermarkets are an important channel for them to reach C-end customers. In terms of supermarket enterprises, some supermarkets in Europe and America (Sam's club store, etc.) have earlier practiced and created their own brands of prefabricated dishes. In recent years, supermarkets such as HEMA and Jiajiayue Group Co.Ltd(603708) in China have also begun to layout this business. For example, through the brand "HEMA workshop", HEMA provides five categories of clean vegetables, seasoned meat, processed meat, semi-finished products and prefabricated vegetables around the needs of three meals a day, and uses the full temperature layer system all over the country to achieve "30 minutes"; The traditional supermarket leader Jiajiayue Group Co.Ltd(603708) focuses on the self built central kitchen to improve the quality and operation efficiency of prefabricated dishes from the aspects of raw materials, processing, transportation and sales. For supermarket enterprises, on the one hand, the layout of prefabricated vegetable business can bring opportunities for the growth of store passenger flow and the improvement of the added value of fresh products. On the other hand, it also brings challenges in many business links such as formula research and development, finished product production, sales and storage.
Industry Keywords: Super species, blue series, Jingdong wine store, hi Tesco, cross-border e-commerce, etc
[super species] Yonghui's "super species" began to transform into a community fresh food professional store.
[blue series] Guochao men's personal care brand "blue series" won tens of millions of yuan in round a financing.
[Jingdong liquor store] Jingdong liquor store, the first professional liquor store under Jingdong, opened in Beijing.
[hi Tesco] the brand discount store "Hi Tesco hitgoo" has completed a + round of financing.
[cross border e-commerce] the Ministry of Commerce announced that China's cross-border e-commerce will maintain double-digit growth in 2021.
Plate Market Review
This week (from January 10 to January 14), the retail trade index closed at 2968.31 points, down 1.42%, 0.21 percentage points higher than the Shanghai Composite Index (down 1.63% this week), ranking 16th among the 31 primary industries. Among the retail segments, the supermarket segment performed better this week. In terms of individual stocks, Renrenle Commercial Group Co.Ltd(002336) (+ 25.8%), Kidswant Children Products Co.Ltd(301078) (+ 16.4%) and Jiangxi Guoguang Commercial Chains Co.Ltd(605188) (+ 16.4%) rose higher this week.
Investment suggestion: focus on beauty economy and gold jewelry sector
Investment main line 1 (face value economy): focus on recommending domestic beauty products leader Proya Cosmetics Co.Ltd(603605) , medical beauty products leader Imeik Technology Development Co.Ltd(300896) , whole industry chain layout leader Bloomage Biotechnology Corporation Limited(688363) , sensitive muscle repair leader Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , cosmetics ODM leader Fujian Green Pine Co.Ltd(300132) ;
Investment main line 2 (e-commerce new retail): sink the market, pay attention to the development of community group buying in winter, and benefit the target meituan; Cross border e-commerce highlights Xiamen Jihong Technology Co.Ltd(002803) ;
Investment main line 3 (gold jewelry): focus on the gold jewelry sector with sustained high prosperity, and focus on recommending Chow Tai Seng Jewellery Company Limited(002867) (multi-faceted empowerment of provincial generation model), benefiting the targets of Chow Tai Fook and Guangdong Chj Industry Co.Ltd(002345) .
Risk tips: macroeconomic risks, repeated epidemics, intensified industry competition, etc.
