These restaurants are accused of more than 80 % of them are prefabricated dishes. Come and see if you go often?

Zhongxin Jingwei, September 7th (Yan Shuxin intern Chen Shiqing) If you order a meal on the takeaway platform, it takes only more than ten minutes from the order to the rider's meal. A prefabricated dish.

In the past two years, under the catalysis of the epidemic, the prefabricated dishes have developed rapidly. A minority category such as quick -frozen rice noodles has been expanded to a variety of dishes such as sauerkraut fish, Buddha jumping walls, etc. Some only need to heat for a few minutes to eat.

It is worth mentioning that not only takeaway, but even prefabricated dishes in the restaurant's food. A industry report shows that the proportion of prefabricated dishes in the head chain catering companies is already high, and more than 80 % of the dishes in some restaurants are prefabricated dishes.

Are these well -known chain restaurants more than 80 % prefabricated?

Prefabricated dishes are widely defined, and semi -finished dishes, convenient dishes, cooking bags, etc. are all called prefabricated dishes.

Recently, the "China Chain Catering Industry Report" (hereinafter referred to as the report of the 2022 China Chain Catering Industry "(hereinafter referred to as the report) by the China Chain Operation Association and Huaxing Capital shows that the biggest demand of the downstream of China's prefabricated vegetable industry comes from the catering industry. , Snack fast food restaurants, chain restaurants, restaurants that focus on takeaway, group meals, etc. are the main scenarios of prefabricated dishes.

The above report mentioned that third -party institutions estimate that 70%of the country's takeaway merchants use cooking packages. Chain restaurants using prefabricated dishes are also public secrets in the industry. The proportion of dishes is as high as 80%. "Behind the catering chain is supported by the central kitchen, that is, the dishes are made in the central kitchen/factory, and then delivered to major stores in the form of cooking bags."

Source: "2022 China Chain Catering Industry Report" screenshot

The same is true of sprinting A shares "Chinese -style fast food first shares". According to the prospectus, the old mother -in -law used the combination of "preparatory prefabrication" and "on -site production" to make supply methods based on the difficulty of making the production of different meal cooking.

The prospectus shows that the old mother -in -law adopts the production and processing model of independent production and supplemented by outsourced production and production. On the one hand, the standardized central kitchen is established to supply standardized ingredients for all direct -operated stores and franchise stores under the company; Processing manufacturers undertake the processing tasks of stable and quality -controlled prefabricated dishes such as dried dried vegetables, tea tree mushrooms, and fish fragrant shredded pork.

The prospectus shows that in 2021, the company sold a total of 8.384 million (including the sales of meals) fish incense shredded pork, which was the best dish for the old lady.

Source: Screenshot of Lao Niang's Prosperity Book

In the aforementioned report, the rural foundation of another Chinese -style chain fast food company was also accused of using prefabricated dishes, and the proportion of prefabricated dishes was as high as 90%. It is worth mentioning that in the prospectus of rural bases, the company once said that "it is committed to providing customers with food that is produced and derived from quality ingredients."

On September 5th, Zhongxin Jingwei called the official customer service of rural foundation. Relevant staff said that rural foundation should have no prefabricated dishes, but the specific situation is not clear.

In addition, Zhongxin Jingwei noticed that on the e -commerce platform, many prefabricated businessmen have publicized some of their customers and partners, except for Yoshino's family, Mr. Li, Yonghe Soy Milk, Ruyi, and Jixiang. Instead, it also includes online celebrity restaurants such as Sanmi Porridge, Chef Fei, and Meeting Small Noodles.

Among them, chefs of the net red Xiang cuisine brand, who once announced that "only chefs are fired." It should be noted that chef Fei is also one of the customers of Shilao Industry Ecological Chain Enterprise Shusai. It is reported that Shuhai has formed a mature prefabricated supply model in the B -end service field. Standardized products have basically covered Chinese and western food. , Hotpot, group meals, wine drinking, fast food, powder and other fields.

On September 7, the customer service staff of the Fei Headquarters said in an interview with the Sino -Singapore Jingwei that chef Fei did not have prefabricated dishes and mentioned that although Chef Fei is a customer of Shuhai, Shuhai does not provide prefabricated prefabricated prefabricated production. Related service.

Photo by Yan Shixin, a new Jingwei in the information map of Lao Niangyu

Is it the right to know if it is prefabricated?

The reason why the catering store loves prefabricated dishes is because prefabricated dishes can effectively reduce the cost of ingredients, labor costs, and the area of ​​the kitchen, and help it increase the profitability level. For example, on a certain takeaway platform, a portion of Rice of Rice, which is priced at 17.5 yuan, the net profit of the merchant before using prefabricated dishes is 0.5 yuan, and the net profit after use can reach 3 yuan.

But can consumers accept it?

"I mainly value the quality of the dishes, and I don't mind whether the restaurant uses prefabricated dishes. I think the new and not new mainly depends on the quality control of the restaurant, which has nothing to do with the prefabricated dishes. It is not important for me. "Consumers in Wuhan said to China Singapore Jingwei after the 90s.

However, some consumers say that unless it is in a hurry, the restaurant will not accept prefabricated dishes. "The prefabricated dish is not fresh and healthy for me."

In social media, some netizens said, "The prefabricated dishes are really better than the dishes that are produced now, and the lack of gas is lacking."

There are also consumers suggested, "You can use prefabricated dishes, then don't make the advertisement as if you make it fresh, and adjust the price of the dishes to the price of prefabricated dishes." Let us choose or not to eat. "

In fact, almost no restaurant will take the initiative to tell consumers that they use prefabricated dishes. "I have ordered a takeaway before. The delivery distance is not close, and it is also the peak of ordering, but it will be delivered soon. I suspect that they are using a cooking package and called to ask the merchant, but the restaurant insists that it is done now. . "Ms. Li, Beijing Consumer Li, told Zhongxin Jingwei. However, some restaurants will inform if consumers ask whether the order is prefabricated.

"(Stores in the store) Some are semi -finished products, some are not. Stir -fried and children's packages are basically now made, such as chicken wings, large plates chicken, etc. are semi -finished products marinated in advance." On September 6, China Singapore Jingwei used consumers with consumers. When I called a Xiba store in Beijing, the relevant staff said.

It is worth mentioning that in the recently released "Analysis of the Consumers of Consumers Accepting Complaints in the First Half of 2022" released by the Chinese Consumer Association, prefabricated dishes were named, saying that "the prefabricated dish logo is unknown, takeaway, and eating food The prefabricated dishes were not notified, and consumers' right to know and selection were damaged. "

"According to the" Consumer Rights Protection Law ", consumers enjoy the right to know and choose the right to buy or use goods or services, have the right to know the relevant information and real situation of goods or services, and have the right to choose goods or services. Types, have the right to decide whether to accept this type of goods or services. The restaurant needs to inform consumers to use prefabricated dishes. Lei Jiamao, a lawyer and a well -known legal blogger, said to Zhongxin Jingwei.

Lei Jiamao said that if the operator constitutes fraud, even if the prefabricated dishes meet the relevant food hygiene standards, they can still claim three times compensation to the operator in accordance with the Consumer Rights Protection Law. Yuan, that is, "retreat one pay three, the minimum loss of five hundred". In this regard, consumers can complain to the Consumer Association, report to the market supervision department, or file a lawsuit with the court.

Some companies sell prefabricated dishes in half a year of income exceed 500 million

With the rise of the prefabricated vegetable industry, upstream and downstream companies have entered the bureau. Players in the market have professional prefabricated vegetable companies such as Zhixiang, as well as farmers such as Guolian Food, Anjing Food, Sibei, Haidilao, Hema, Ding Dong buying vegetables and other farmers. Mu Shuo and aquatic enterprises, quick -frozen food companies, catering companies, retail companies, etc. participated in it.

According to Wind data, at present, there are 30 prefabricated concept stocks in the Shanghai and Shenzhen cities. Enterprises such as Darn Food, Chunxue Food, Dahu Co., Ltd. disclosed the income of prefabricated dishes and related products during the reporting period.

Among them, Anjing's food performance is relatively bright. In the first half of 2022, the company's revenue of vegetable products, including prefabricated dishes, achieved revenue of 1.390 billion yuan, an increase of 185.33%year -on -year. 26.36%, the company's overall revenue increased by 35.47%year -on -year.

Anjing Food said that during the reporting period, the company's prefabricated dishes sector developed rapidly, and the second growth curve was initially seen. The self -produced Aoi Kitchen Pre -production Department also launched new products such as small crispy meat in the second quarter, further enriching the company's product line.

According to Aoi Food Discovery, prefabricated dishes are important sectors as the company's key layout in advance, and currently quantitative quantitative quantities of "self -production+OEM+mergers and acquisitions" model. In May of this year, Aoi Food was established in the prefabricated business department of the "Anai Kitchen", which mainly focused on the adjustment of the adjustment of the adjustment of the dishes and dim sum.

In addition, in the first half of 2022, the revenue of Dahu frozen products (including prefabricated dishes) increased by 68.75%year -on -year; the revenue of the prefabricated dish products of Deleis was 305 million yuan, an increase of 44.86%year -on -year. %Increase to 21.75%; Qianwei Central Kitchen prefabricated vegetable sales revenue was 11.9 million yuan, an increase of 42.23%year -on -year; the revenue of the prefabricated vegetable business revenue of the National Lianlian Aquatic Products was 561 million yuan, an increase of 36.17%year -on -year; The sales of all food revenue accounted for more than 50%, and 61%in the first half of this year.

Data source: listed company 2022 semi -annual report

Zhongxin Jingwei noticed that at the same time that the revenue of Deleis fell 12.45%in the first half of this year, the net profit attributable to the mother increased significantly by 122.25%. The company mentioned in the semi -annual report that the main factor of performance -driven is that during the reporting period, the company's 100,000 tons/year meat product processing (prefabricated dishes) project gradually put into operation and operation, and the production capacity was gradually released. With the help of industry development opportunities, the company continues to optimize the product structure, develops high value -added products related to prefabricated dishes, strengthens market development efforts, continues to expand B -end customers, and achieve performance growth.

However, as the "first stock of prefabricated dishes" in A -share, the performance of Mizhixiang in the first half of this year is not ideal, and the revenue has slowed significantly compared with the same period of the previous year. Data show that from January to June 2022, Mizhi Xiang achieved operating income of 378 million yuan, an increase of 3.47%year-on-year; net profit attributable to mothers was 70.3779 million yuan, an increase of 14.58%year-on-year. In the same period last year, the net profit of the revenue of Muzhixiang's revenue increased by 31.39%and 17.37%, respectively.

In the first half of 2022, the prefabricated vegetable business performance was not good. There were also Longda cuisine. During the reporting period, the revenue of prefabricated vegetable products revenue was 508 million yuan, a year -on -year decrease of 12.41%. 5.47%increased to 7.45%. Industry urgently needs to unify standards and specifications

According to the research report of Xingye Securities, from the two dimensions of the proportion of restaurants and penetration rates, it is expected that the prefabricated dishes in 2021 are about 300 billion yuan, of which B -end accounts for 80%. The 5 -year CAGR (average annual growth rate) was 24%, of which B -end accounted for 70%.

Zhu Danpeng, vice chairman of the Guangdong Food Safety Promotion Association, mentioned that although the domestic pre -production industry is hot, from behind -the -scenes to the stage, it is actually a few years. At present There are still problems such as small sales areas, low industry concentration, and less enterprises above designated size.

Zhu Danpeng believes that there are still two key pain points in the domestic prefabricated vegetable industry. One is that the consumer's recognition and acceptance of prefabricated dishes are not high enough; the second is that the industry lacks unified national standards and specifications.

"Although since 2022, multiple group standards for prefabricated dishes have been released, and there are also pre -production -related industrial alliances, from a current point of view, the standards formulated at most belong to industry standards, not national standards. This may be the development of the prefabricated vegetable industry. It can play a guiding role, but there is no uniqueness and mandatoryness. "Zhu Danpeng said.

It is worth buying Zhang Aichao, the VP of the Strategic Cooperation Department of the Technology Group, also mentioned that there is no clear concept of prefabricated vegetables in China. The concepts of semi -finished products, prefabricated dishes, frozen products, and convenient foods are different. There will be a lot of obstacles on the road of standardization, and it is difficult to achieve innovation.

"For example, prefabricated products are difficult to achieve unified standards during the process of ingredients and assembly. A large number of orders plus too many foundries and suppliers, the quality of product production is difficult to guarantee, and problems such as moldy bags and foreign matter may occur. In the end As a result, the product line expansion process has been developing in the direction of primary homogeneous products. This phenomenon is especially in companies that have been operating in prefabricated dishes for a longer time, so as to ensure the stability and safety of the product. "Zhang Aichao said.

Ai Media Consulting's "Research Report on the Development Trends of the Prefabricated Cremoth Industry in China in 2022" released in March this year shows that 61.8%of the respondents believe that the taste recovery of the prefabricated dishes needs to be improved. Food safety issues need to be improved.

Zhu Danpeng believes that the state should accelerate the formulation of the unified national standards and specifications in the prefabricated vegetable industry, and solve the status quo of small, loose and chaos in the prefabricated vegetable industry and the possible food safety issues that are possible. (For more report clues, please contact the author of this article Yan Shuxin: [email protected]) (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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