Sino-Singapore Jingwei, January 14th (Xiong Siyi) On January 12th and 13th, the concept of pre-made dishes on the Shanghai and Shenzhen stock markets was "leading the way", and the daily limit was set off in the sector.
On the evening of the 13th, a number of listed companies responded to investor concerns through announcements or interactive platforms.
less revenue
Delis announced that in 2020 and the first three quarters of 2021, the company's prefabricated vegetable-related product operating income accounted for about 11.22% and 9.79% of the company's overall operating income, respectively.
Among them, in the first three quarters of 2021, the gross profit margin and net profit margin of prepared vegetables related products are about 20% and 2.78%, respectively.
Guolian Aquatic Products stated that in 2020, the company's prefabricated vegetable operating income will still account for a small proportion of its overall operating income. The company will continue to adjust its product structure, increase the research and development and launch of prefabricated vegetable products, and increase the added value of the company's products.
Tongqing Building and Jinling Hotel are both subsidiaries involved in the pre-prepared food business, which are still in their infancy.
Tongqinglou said that as of September 30, 2021, the operating income of this business accounted for less than 1% of the company's operating income.
Jinling Hotel stated that the operating income of the holding subsidiary in the first three quarters of 2021 accounted for less than 5% of the company's operating income.
In addition, Jinling Hotel reminded that the pre-made vegetable market has great potential, but the overall concentration of the industry is currently low, and the industry competition is relatively fierce.
Affected by various factors such as the prevention and control of the new crown epidemic, regional market conditions, and the company's ability to integrate the industrial chain, there are still certain uncertainties in the research and development and sales of the company's prepared vegetable products.
Multi-stock daily limit, investors urgently inquire
According to open market data, on January 13, the concept of pre-made dishes continued to be strong and continued to lead the two cities.
Guolian Aquatic Products, Jinling Hotel, Xi'an Food and Beverage, Quanjude, Haixin Foods, Chunxue Foods, Tongqinglou, Huifa Foods, Fucheng Co., Ltd., and Delis had the daily limit of 10 stocks.
January 13 list of increase in the concept sector of prefabricated dishes
The strong market has attracted the attention of investors, and many investors have made urgent inquiries on the interactive platform.
Not only related companies were questioned, but also upstream and downstream industry chain companies were concerned.
Among them, Wen's shares said that the company has developed products such as pre-made dishes, but the scale is small compared to the company's main business.
Upstream and downstream industry chain companies such as Ewushang A took the opportunity to advertise, "Wushang Supermarket has launched two categories of pre-made dishes: gift boxes for New Year's Eve and single-product single-boxes. It is constantly enriched; the New Year's Eve gift box will be launched on January 14, 2022, covering various dishes such as braised, fried, stewed, etc. It will be pre-sold online and offline simultaneously. Go to the store to pick up the goods.”
In addition, Zhongjin Irradiation stated that the company has cooperated with enterprises related to prepared dishes.
After the company provides irradiation technical services for prefabricated dishes and other foods, the fresh-keeping period of the above-mentioned foods at room temperature and refrigeration can be extended, and the original flavor and taste of the food can be well preserved.
Institution: The next trillion catering market
Chinese food industry analyst Zhu Danpeng said in an interview with Sino-Singapore Jingwei recently, "Consumption upgrades, stay-at-home culture, lazy people effect, etc., have a good support for the prefabricated vegetable market. On the whole, the prefabricated vegetable track has grown from To B moves towards the all-round and multi-dimensional growth node of To BC, and is optimistic about the development prospects of the prefabricated vegetable market."
Guohai Securities released a research report on the 13th that pointed out that the prefabricated vegetable industry has just started, and the competitive landscape is extremely fragmented.
The main participants can be divided into five types: professional pre-prepared vegetable enterprises, agriculture, animal husbandry and aquatic products enterprises, traditional quick-frozen food enterprises, catering enterprises, and retail enterprises.
Different types of participants have their own advantages and disadvantages, as well as different product models and channel models.
East Asia Qianhai Securities believes that as a standardized and large-scale product, pre-made dishes can solve the pain points of group meals because of their convenience, variety and health.
In the context of the rapid growth of the group meal market, the pre-made food industry can take advantage of this and achieve rapid development.
Shanxi Securities previously released a research report also pointed out that in 2021, the scale of China's prefabricated food space is expected to reach 340 billion yuan, an increase of 18% year-on-year.
In the next 3-5 years, my country's prefabricated food industry is expected to become the next trillion-dollar catering market.
Will pre-made dishes be the next big thing?
Come and share your opinion in the comment section!
(Sino-Singapore Jingwei APP)
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