Wen Finance (63) ｜ Can the prefabricated dishes become a big air outlet?Think about the principle of prefabricated board!

In 2022, prefabricated dishes have been hot.

On July 30, the Shenzhen listed company Delis (code: 002330) said in the investor interactive platform to answer investors' questions that the prefabricated dishes have launched braised pork, Sixi balls, pepper pork belly chicken, section of sausage sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage, and sausage. Spicy sheep scorpion, Shaanxi flavored water basin mutton, etc.; Low -temperature meat products have launched tendon ham, chestnut grilled ham, etc.; Beef series products and quick -frozen rice noodle products have also launched a variety of new products. Welcome to buy and taste.

When you see these dishes, you know the popularity of prefabricated dishes in the capital market. Not only that, prefabricated dishes are also hot in the eyes of local governments.

【one】

In order to implement the Guangdong Provincial Government's "Top Ten Measures for Accelerating the High -quality Development of the Prefabricated Cuisine Industry" and accelerate the construction of an influential prefabricated vegetable industry highland, the Provincial Market Supervision Bureau has recently launched the nation's first prefabricated entire industry in cooperation with the human, health and other departments. Chain standardization pilot. The pilot aims to promote the coordinated development of the nation's first agricultural products, food, and dishes through standardization by standardization by standardization, promoting standardization as a means. The quality of the link has formed a group of high -quality Cantonese cuisine prefabricated vegetable industry "Bay Area Standards", which uses high -quality "Bay Area Standards" to empower the high -quality development of the prefabricated vegetable industry.

It is reported that the pilot construction is injected into the elements of Hong Kong and Macau, encouraging Hong Kong and Macau's prefabricated all -industry chain related parties to report together. The pilot consortium requires the production, processing, packaging, transportation, and sales of prefabricated dishes. The main body of the three places brings together the advantages of the three places, and a number of high -quality Cantonese cuisine products "Bay Area Standards" jointly recognized by the three places of Guangdong, Hong Kong and Macao can promote the standardization, industrialization, and internationalization of Cantonese cuisine prefabricated dishes to help the Bay Area Create high -quality prefabricated vegetable industry highlands.

The pilot construction is launched through the theme of "high standards and good quality, Guangdong prefabricated Guangdong taste", and a strong atmosphere of the standardization of prefabricated all -industry chain standardization pilot construction is planned. Good, high technical leadership, strong industrial power pilot consortium, high -quality and high -quality promotion pilot construction, timely summarizing the pilot work experience, and solidifying and optimization into standards to form a copyable and promoted development model.

In fact, since this year, there have been many places across the country that it will build the "prefabricated capital", of which Guangdong and Shandong have the fastest operation.

On March 24, Guangdong released the "Ten Measures" in the country's first provincial prefabricated vegetable industry policy, proposed to build Zhaoqing high -key prefabricated vegetable industry highland, Zhanjiang aquatic prefabricated vegetable food capital, Maoming coastal seafood prefabricated vegetable industry park, Guangzhou Nansha's prefabricated vegetable entry and export trade zone, Foshan Nanhai Shunde prefabricated food international city, Chaozhou prefabricated world food capital, Jiangmen global overseas Chinese prefabricated dishes collection, Meizhou, Heyuan, Huizhou Hakka prefabricated vegetable industry cluster, etc., strive to cultivate one within five years Approaches influential prefabricated dishes and single champion companies in the country and even the world. Among them, Zhaoqing Gao Yao and Zhanjiang advanced quickly. This time, the "Bay Area Standard" is another highlight.

Shandong takes Weifang as the leader. The Shouguang and Zhucheng under Weifang are well -known vegetable production areas, and they have cultivated two prefabricated dishes listed companies in Deleus and Huifa Food. On April 7, Weifang proposed the goal of creating the "first city of the Chinese prefabricated vegetable industry". By 2024, the number of prefabricated vegetable markets in the city reached about 3,000, and the entire industry chain of the prefabricated industry exceeded 300 billion yuan. In addition, Liangping District of Chongqing also recently introduced documents such as "China's (Western) Prefabricated Capital Industrial Plan" and "Supporting Ten Measures for Speaking of High -quality Development in the Prefabricated Cuisine Industry", and planned to build the "China (Western) prefabricated capital capital "". Nanning took the lead in the first batch of first batch of local standards: "Prefabricated Vegetables", "Classification of Prefabrication", and "Prefabricated Cold Chain Delivery Operations".

【two】

According to the company's investigation data, in the past 10 years, the registered volume of prefabricated enterprises in my country has shown an upward trend as a whole, and there are 66,700 prefabricated dishes related companies. In 2020, it was the most increased year, reaching 12,800. This shows the significant impact of the epidemic on prefabricated dishes. From the perspective of financing hours, 2015-2016 is the peak period of industry financing, and the financing events have 14 and 17 respectively. From 2020 to 2021, it is another peak financing period. There are 11 years. The "Zhizhi Xiang" listed in April 2021 was called the "first stock of prefabricated dishes": revenue was 765 million yuan, a year -on -year increase of 23%; net profit was 133 million yuan, a year -on -year increase of 6%.

According to the data of Ai Media Consultation, the size of the prefabricated vegetable market in 2021 is estimated to be 345.9 billion yuan. With the upgrading of consumption and the cold chain logistics layout, the prefabricated vegetable market will accelerate the B and C terminals at the same time, and then the growth rate of 20%will be 20%growth rate. It is rising year by year. It is expected that China's prefabricated dishes in 2023 will be 515.6 billion yuan. In the next 6 to 7 years, the prefabricated vegetable industry is expected to achieve a scale of more than 3 trillion yuan, becoming a "next trillion catering market".

Because of this, capital and enterprises have deployed the prefabricated fields. From the perspective of cutting entrances, agricultural product raw materials such as the National Lianlian aquatic products, meat slaughtering companies such as Shuanghui Foods, Food Production such as Golden Aurea and Anjing Foods, and Catering Enterprises such as real kung fu and Xibei have been killed. Cold chain logistics and e -commerce platforms such as JD.com have played a direct role in the transportation and sales of prefabricated dishes. As for the oriental selection of the entire network, it is only a matter of minutes from the cutting of agricultural products to the prefabricated vegetable field. In March of this year, Aoi Food invested 1 billion yuan to build the first prefabricated production base in Honghu, Hubei. At the signing ceremony, Liu Mingming, chairman of Aoi Food Group, believes that it will greatly enhance the comprehensive competitiveness of Anjing's prefabricated dishes channels. In 2021, the revenue of Anjing prefabricated vegetable business reached 1.429 billion yuan, accounting for 14.21%, an increase of 112.41%year -on -year.

【three】

Why is the prefabricated vegetable track so hot? Although this is related to the epidemic, in fact, even if there is no epidemic, it is just a matter of time when it is hot. The epidemic is catalytic. This comes from a pain point for Chinese people to cook: Time.

Chinese food is undoubtedly the most abundant meal department in the world. But at the same time, the production of Chinese food is also the most time -consuming in the world. The Chinese and female housewives who usually want to "expand their hands" often know that the real cooking time is not too much. The most time -consuming time is preparations for picking, washing and ingredients. Therefore, the biggest pain point of Chinese food has become the contradiction between people's pursuit of food instinct and high -rhythm work. The resolution of this contradiction seems to have fallen on the prefabricated dishes, especially when the cold chain distribution is increasingly complete.

It is generally believed that McDonald's is the originator of prefabricated dishes. However, prefabricated dishes have always been available in Chinese food, but the category of Chinese food is too rich. It is known as the long -term lack of presence of prefabricated dishes called "semi -finished products" or "frozen dishes". In fact, the traditional Chinese package you eat is prefabricated.

According to the "Ten Measures" in prefabricated dishes in Guangdong Province, prefabricated dishes generally refer to a convenient flavor dish that can be matched with various ingredients as auxiliary materials, processing and production as finished or semi -finished products. Cheng Gang, Secretary -General of the Guangdong Catering Service Industry Association, believes that the prefabricated dish is first of all, and the prefabricated is just a attributive, so it must meet the attributes of the dishes. For example, two types of frozen foods are definitely not prefabricated: one is frozen raw materials such as seafood, and the other is non -vegetable foods such as frozen dumplings.

The clarification of the concept of prefabricated dishes and the formation of prefabricated dish standards will undoubtedly help the development of this industry.

【Four】

Is prefabricated dishes so hot, will it evolve into a large air outlet?

This undoubtedly requires the joint efforts of the market to participate in all parties. But there is a reason, but it is universal.

This is the principle of prefabricated board.预制板如今在住房建设中已经见不到了，但在20世纪80年代，城乡建设中运用得十分广泛：利用预先轧制好的钢筋，浇筑河沙和水泥，做成混凝土预制板以供建房The use of use greatly shortens the time of building.

The development of prefabricated dishes will also be the same, and its main points are standardized and large -scale. Only standardization can be promoted and more enterprises can participate; only if scale can form a copy and repurchase, reducing costs and creating profits. Prefabricated dishes must be cut in from subdivided items, and then the trend of star fire is formed.

In this regard, in fact, the chain Chinese food has made an example: for example, chef chef's chili fried meat, a vegetable can almost support countless stores; another, such as Tai di -sauerkraut fish, also maximize this category.

Because there are too many Chinese food entrances, the prefabricated dishes must be small. Small incisions have long tracks. Countless small incisions have become large markets.

Source ｜ Jingbao APP

Reporter: Hu Wen

Figure: Xu Qingdong

Edit: Chen Zhangwei

- END -