The concept stocks of prefabricated dishes have lifted the rising tide, and
the capital is "staking the land" and the C-end market is "cold"
"You can buy a six-piece family dinner for 148 yuan, and there are exclusive gifts for orders placed in the live broadcast room." As the New Year's Eve approaches, there are more businesses selling pre-made dishes for New Year's Eve on the live broadcast platform.
On January 13, the concept of pre-made dishes continued to lead the market, and many listed companies such as catering companies, hotels, and food companies seized the track.
The reporter visited and learned that at present, the overall production threshold of my country's prefabricated vegetable industry is not high, and the research and development threshold is relatively low. More than 70% of processing enterprises are small, weak and scattered.
Behind the popularity of the prefabricated vegetable industry, there may be challenges such as C-end consumers do not buy it, and the industry penetration rate is lower than expected.
Text and photos / All media reporter Zhao Fangyuan of Guangzhou Daily
A number of listed companies announced to focus on the development of prepared dishes
On January 13, the prefabricated vegetable sector continued to break out, and Guolian Aquatic Products had two consecutive "20CM" daily limit. As of the close, the stock reported 7.46 yuan, with a total market value of 6.81 billion yuan; Haixin Foods, Chunxue Foods and many other stocks had daily limit, taste Zhixiang, Qianwei Central Kitchen, and Anjing Foods rose by 6.37%, 4.05%, and 3.17% respectively.
At the same time, a number of listed companies have announced that their business covers the production or sales of pre-made dishes.
On January 13, Huatian Hotel replied to investors that the company currently provides New Year's Eve and some pre-made dishes for New Year's Eve, all of which are sold through its own hotel channels and are accepting reservations.
Previously, Guolian Aquatic also stated that it takes pre-made dishes as the company's strategic development direction, and signed a "cooperation framework agreement" with Hema to cooperate in the development and marketing of aquatic pre-made dishes.
According to data from the China Business Industry Research Institute, my country's current prefabricated vegetable market is about 300 billion yuan.
In the long run, the scale of my country's prefabricated vegetable industry is expected to reach a scale of more than 3 trillion yuan.
More than 70% of prefabricated vegetable processing enterprises are "small and weak"
Are the pre-made dishes popular with capital “appetizing” to the market and consumers?
During the visit, the reporter noticed that pre-made dishes account for a relatively small proportion in the supermarkets, and the prices are relatively high.
Searching for "New Year's Eve Pre-made Dishes" on an e-commerce platform will display "New Year's Eve Packages" of different cuisines from all over the country, including Cantonese Poon Choi, Buddha Jumping over the Wall, Hairy Crab, etc. The prices range from a few hundred yuan to a thousand yuan .
According to Tianyancha data, as of now, there are more than 68,000 prefabricated vegetables-related enterprises in my country, and a total of 146 enterprises have received financing.
Research by Essence Securities shows that due to the late start of the processing of prefabricated dishes in my country, more than 70% of prefabricated vegetable processing enterprises are still in a small, weak and scattered state, many of which are individual industrial and commercial households and workshop-style processing and production models, which have not formed a relatively complete production model. It has a single product and cannot guarantee product quality and food safety.
"At present, the B-end market for pre-made dishes is relatively mature, while the C-end market needs to be customer-oriented, and the existing problems are still not convenient, such as matching dishes, self-heating, preservation technology, etc., all of which put forward higher requirements for the production process of enterprises. Requirements.” The person in charge of a company that started to expand the pre-made vegetables business last year believes that the market acceptance of pre-made vegetables requires a process, and the final outcome is product quality; at the same time, enterprises must combine regional tastes and landmark characteristics to form differentiated development.