Main line of investment in the precast vegetable industry
The main line of investment in the precast vegetable industry: key trends once in 10 years
There are three main reasons for the outbreak of prepared dishes:
(1) Huge client base: For family life, with the accelerated pace of life, cooking has changed from a daily activity to a luxury behavior, and cooking time has become an important cost of living that consumers need to calculate.
The "pre-made dishes" do not need to be washed, selected, or cut, so they are increasingly popular among young lazy people. According to Hema Fresh Data, more than half of consumers born in 1995 will give priority to pre-made dishes.
(2) The policy has ushered in a major positive: "Prefabricated food" is one of the new growth points planned to be cultivated and expanded in the "Work Plan for Stable Growth of Light Industry (2023-2024) " recently issued by the three departments. At the same time, in order to tap the trillion-yuan market, various "major provinces of cuisine" have been preparing for the prefabricated vegetable track. Up to now, Sichuan, Shandong, Guangdong and other places have successively introduced specific measures to support the development of prefabricated vegetable-related industries.
(3) The industry space is huge: At present, our country's prefabricated vegetable industry is still in a state of "rapid development". The market size in 2017 is about 100 billion, and it will be about 260 billion in 2020, with a compound growth rate of 37.5%; in 2021, the domestic prefabricated vegetable market will be about 300 billion, with a penetration rate of less than 10%.
Second, the list of faucets - keep an eye on these 6 prefabricated dish potential faucets!
After repeated reviews and judgments, the editor has carefully sorted out the concept of prefabricated dishes, and thus selected six outstanding potential leaders, especially the last two, which are currently at a historical low and are expected to open up the upward channel.
1) Shuanghui Development
As a leader in China's frozen food industry, the company has recently launched a series of instant food products, mainly covering self-heating rice, crispy meat and balls, as well as garlic ribs and other prefabricated products
2) Tongwei shares
The company is a leading enterprise focusing on food business and owns related brands of aquatic products. At present, through customer customization and other sales methods, it is made into aquatic pre-made vegetable products. In the future, it will further promote the development of various aquatic pre-made vegetable products and the listing layout.
3) Golden arowana
The company's recent food products cover nutritious meals, bento, and other specific work in progress and finished products and other meal prefabricated dishes.
4) Yonghui Supermarket
The company's existing self-developed brand dishes include a number of popular quick-frozen and cooked products such as sauerkraut fish and braised lion head.
5) The house actually
The prefabricated vegetable products of its supermarkets mainly include fresh braised products, fried products and cooked vegetables and cold salads, among which microwave quick-freezing and other products are on sale.
6) Yasui Foods
The company's prefabricated vegetable brands will use the original distributor resources to expand their business and promote offline brand promotion and consumer penetration through joining.
Source: Stock Manager Smart Investment (WeChat official account)
