The blue ocean becomes the red sea!Prefabricated dishes concept stocks and poor performance?

Our reporter Wang Yan exposed the semi -annual report, and the prefabricated concept stocks of the fire since this year were reflected in the performance but not as hot or obvious as expected. Data from Oriental Fortune Choice shows that as of August 21, 7 of the 36 stocks of A -share prefabricated dishes have disclosed the semi -annual report. It shows that the prefabricated vegetable business has begun to take shape and contribute performance. Earlier, 20 of the 36 listed companies disclosed the performance trailer. The preview type was "pre -increase", and only the Delis family. Many interviewees believe that although A shares have formed the concept of prefabricated dishes, a minority of concept stocks have formed a certain scale and achieved performance contribution. Different performances. Wang Peng, a researcher at the Beijing Academy of Social Sciences and researcher at the Intelligent Social Governance Research Center of Renmin University of China, said in an interview with the Securities Daily that the prefabrication industry has low entry thresholds, and under the air outlet, the crowd of flowers are different. According to industry insiders, the industry has quietly completed a round of shuffling in the rapid expansion in the first half of the year. Prefabricated dishes concept fire and weak performance? On August 20, the semi -annual report disclosed by Deleis showed that the company achieved operating income of 1.404 billion yuan in the first half of the year, of which the prefabricated vegetable business revenue for the accelerated layout in the past two years was about 305 million yuan, accounting for 21.75%of the revenue. 44.86%year -on -year. It is precisely because the company continues to optimize the product structure, develops high -value -added products related to prefabricated dishes, and continues to expand B -end customers to promote the company's performance growth. In the first half of the year, the company's net profit was 122.23%year -on -year, becoming a company with a brighter performance of the concept stocks of prefabricated vegetables in A -share. Oriental Fortune CHOICE statistics show that as of August 21, of the 36 prefabricated vegetable concept companies, the seven companies have disclosed the semi -annual report. Except for Deleis, the remaining 6 companies, in the first half of this year, Haixin Food and Hunan Food and Xiangxiang Jia shares turned losing losses year -on -year; the development revenue of Shuanghui decreased by 19.9%year -on -year, and net profit increased by 7.62%year -on -year; Golden Trowse, Dahu, and Xi'an's dietary performance fell differently. Judging from the previous concentrated disclosure of the performance trailer, 20 of the 36 listed companies disclosed the preview of the performance trailers. Only one in the preview type was also pre -increased, and only 8 companies of the other 19 companies achieved profitability, and 3 Family performance is pre -reduced and five companies have achieved losses; the remaining 11 companies are losing losses (3 first losses, 4 loss loss, and 4 losses). Many people in the industry have pointed out that although Golden Dragon Fish and Xi'an Food and other companies involved the concept of prefabricated dishes, related businesses are still accelerating the layout. At this stage, the performance contribution may not be obvious. Driven factors are related, so their respective performance cannot be completely related to prefabricated dishes conceptual painting. However, the layout of the starting vegetable business layout of the leading enterprises has become more obvious. For several companies that have been disclosed at the current semi -annual report, Delis currently has operations and put into operation at the current 100,000 tons/year -old meat product processing (prefabricated dishes) project. Essence It is estimated that by the end of 2022, the company's total production capacity will reach 200,000 tons; Xi'an diet said that the company is rapidly conducting the prefabricated vegetable industry layout. Based on the old -fashioned semi -finished product, the company rely on the advantages of the existing integrated central kitchen to build mature and stable prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated prefabricated. The vegetable production and marketing system; Dahu Co., Ltd. is actively promoting the product structure to gradually transform to the catering ingredients based on fresh frozen frozen and cooked food products (prefabricated vegetables). 10,000 tons, will provide hardware support for the company's occupation of the prefabricated market share. The blue ocean becomes under the shuffle in the Red Sea industry. Due to the current threshold of the prefabricated vegetable industry, a large number of players have taken the opportunity to pour into the track this year. Under the blessing of capital, the industry has quickly changed from the blue ocean to the Red Sea. However, from the perspective of industrial economic investment experts and senior economist Deng Zhidong, although the number of companies in the prefabricated vegetable market has grown in the past two years, the prefabricated vegetable manufacturers who entered the bureau are mostly small and medium -sized enterprises or individual industrial and commercial households. Relatively scattered, low concentration, and great room for improvement. Wang Peng also told the "Securities Daily" reporter, "Not only that, there are many manufacturers relying on their own traffic or so -called resources to harvest in the name of prefabricated dishes, such as engaging in franchise store models Very hot, sales are also increasing, but the market still needs to go through a round of reshuffle, leaving a truly reputation, powerful, and resourceful enterprise to truly develop good products. "The relevant person in charge of Deleis told the Securities Daily The reporter, in the second quarter of this year, the repeated epidemic and poor logistics and other factors have brought the "double -edged sword" effect on the pre -production track that had been formed at that time. On the one hand, it eliminated a group of small companies that had no resources and advantages, and simply followed the trend. On the other hand, because the prefabricated dishes can effectively reduce the operating costs of the restaurant, after the suspension of the dangers during the epidemic period, the B -end has the demand for cost reduction and efficiency, so it has formed a huge demand for prefabricated prefabricated dishes. At the same time Little chain catering brands also enter the industry to lay out prefabricated vegetables.

At the same time, the person in charge said that during the epidemic sealing, C -end consumers also further increased their awareness and needs for prefabricated dishes, and played a certain role in promoting prefabricated dishes from the B -end to the C -end. According to the data of Ai Media Consultation, the size of the prefabricated vegetable market in 2021 was 345.9 billion yuan, a year -on -year increase of 19.8%. It is expected that the Chinese prefabricated vegetable market will maintain a high growth rate in the future. In 2026, the size of the prefabricated vegetable market will reach 1072 billion yuan. Director of the Institute of Commerce and Economics of Beijing University of Technology and the dean of the China Food (Agricultural Products) Safety E -commerce Research Institute, Hong Tao also pointed out in an interview with the Securities Daily reporter that prefabricated dishes are the performance of my country's consumption upgrade. Enterprises need to explore unique development Path, mode, format, scene, form, so as to truly realize potential mining and market space expansion. "Although prefabricated dishes have been hot since this year, there have been foams, and there is a homogeneity of repeated construction and convergence of investment. Practice has proved that the phenomenon of" applauding no seat "in the context of excessive competition." Hong Tao said. Wang Peng believes that if the prefabricated vegetable industry wants to kill a blood road in the Red Sea, in the final analysis, it still depends on the overall linkage of the product, the supply chain, and the upstream and downstream of the industrial chain. The relevant person in charge of the aforementioned Delis also said that at present, the prefabricated vegetable industry should achieve the overall healthy development. The first core element is the quality of the product. Secondly, after the C -end demand is required, the brand has grown simultaneously. The third is the channel strength. "No need to be completely ready for three points, with two and above advantages, there will be better development possibilities." The person in charge said. Picture | Site Cool Hero Bao Map Network review | Editor Zhang Min | Qiao Chuanchuan Final Audit | Peng Chunlai

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