Forecast of the development prospect of prepared food in 2023

In recent years, my country's prefabricated dishes have become very popular, because while providing convenience to consumers, they also save costs for merchants who use prefabricated dishes. Under the popular trend of prefabricated dishes, the industry has developed four factions: professional school, catering school, retail school and comprehensive school. Among them, the professional school is the veteran of the industry, and the other factions are new players. In the future, new players are expected to rely on Own advantages to seize the market.

At the same time, from the perspective of the industry form, because relatively speaking, To C orders are scattered, the demand is diverse, and there are currently no representative companies, so To B is relatively mainstream.

Major listed companies in the quick-frozen food industry: Sanquan Food (002216), Shanghai Meilin (600073), Anjing Food (603345), Haixin Food (002702), Huifa Food (603536), Weizhixiang (605089), etc.

The core data of this article: classification of prefabricated dishes, main players of prefabricated dishes, production costs of merchants

1. Classification of prepared dishes

Prefabricated dishes refer to finished or semi-finished products that use agricultural, livestock, poultry, and aquatic products as raw materials, with various auxiliary materials, and are pre-processed (such as cutting, stirring, pickling, rolling, molding, and seasoning). According to the depth of processing, it can be divided into ready-to-serve food, ready-to-cook food, instant-heat food and instant food. The details are as follows:

In recent years, pre-made dishes have experienced rapid growth due to their convenience. Take Weizhixiang, a major enterprise in the prepared vegetable industry, as an example. The main business income of its main company comes from the sales of semi-finished meat, poultry and aquatic products, accounting for more than 97% of its income. Among them, sales of meat and poultry semi-finished dishes accounted for the largest proportion. From 2018 to 2020, Wei Zhixiang's operating income increased from 459.752 million yuan to 614.6912 million yuan, an increase of about 33.7%. It can be seen that the demand for prepared dishes has increased year by year during 2018-2020.

2. Prefabricated dishes save costs for merchants

While prefabricated dishes provide convenience to consumers, they can also save costs for businesses. Take a fast food that sells for 20 yuan as an example. In addition to the cost of packaging materials and various expenses on the platform, the cost of ingredients for merchants who use pre-made dishes will be higher, but the higher cost of ingredients is mainly related to labor costs and housing rental costs. And energy miscellaneous bills have been offset.

Overall, the cost of using pre-made dishes is 0.4 yuan lower than that of buying ingredients directly for fast food with the same price of 20 yuan, and the cost of merchants using pre-made dishes is lower.

3. Major Players in the Prepared Vegetable Industry

As prefabricated dishes become more and more popular, many capitals smell business opportunities and enter the market one after another. At present, my country's prefabricated dishes are mainly divided into four main types of players, namely professional, catering, retail and comprehensive. Among them, the representative enterprises of the professional school include Suzhou Good Lai, etc. This type of players specializes in prefabricated dishes and has a rich product category. They are the main force in the current prefabricated dish industry; Can gain a certain market in the field of prepared dishes, for example, Hema Xiansheng can rely on its strong supply chain advantages, Haidilao can rely on its popularity in the catering industry, and Sanquan can rely on its own quick-frozen food advantages.

4. ToB form is the current mainstream

From the perspective of the industry, according to the survey, the ratio of to B and to C in Chinese prefabricated vegetable enterprises is 8:2, mainly because compared to To B, To B
The C market is faced with more diversified user needs and more dispersed locations, and the single order amount is small and the purchase frequency is high. The profit model is similar to that of to
B is significantly different. There are also diversified demands for all aspects of product production. Enterprises must have the courage to invest heavily. Moreover, the current market structure has not yet taken shape. There are no representative enterprises and no widely recognized absolute success model.

The above data refer to the "China Quick-frozen Food Industry Production and Marketing Demand and Investment Forecast Analysis Report" by Qianzhan Industry Research Institute.