Recently, prepared vegetables have been in the limelight in the capital market for a while. A number of prefabricated vegetables or aquatic products and other segment-related stocks, such as Guolian Aquatic products, Fucheng shares, Huifa Foods and so on have soared, becoming the "prettiest" in the A-share market.

What is more worth mentioning is that Zhangzi Island, which once ran away because of scallops, has successfully turned into a prefabricated dish of "minced garlic vermicelli" with the interaction of Dong Secret, and its stock price has risen by the limit of one word today.

　　Zhangzi Island

According to public data, Zhangzi Island, founded in September 1992, is a comprehensive marine food enterprise focusing on aquaculture and breeding, aquaculture, processing, trade and sea transportation.

It is worth mentioning that Zhangzi Island once ran away because of scallops, starved to death, and drowned because of scallops. The drama of "scallop escape" has been staged four times in six years, which is called by shareholders as a "drama master", and the trust of listed companies has also dropped to a freezing point.

In October 2014, Zhangzi Island announced that the scallops had "suddenly run away" because of an unusually cold water mass in the North Yellow Sea for decades. Affected by this, Zhangzi Island suffered a huge loss of 1.189 billion yuan in 2014.

After this incident, the company once wore a hat and lost money for two years, almost delisted from the stock market, and narrowly reversed its losses in 2016. For a time, Swerzi Island is famous for its "scallops running away".

After the scallop ran away, in January 2018, Zhangzi Island announced that the annual performance of Zhangzi Island in 2017 had changed from an estimated profit to a huge loss of 723 million yuan because of "marine disasters causing scallops to die of weight."

Then Zhangzi Island announced that the company lost 45.14 million yuan in the first quarter of 2019 because of "scallops ran away", which was ridiculed as the second or third seasons of "scallops ran away".

In May 2020, Zhangzi Island announced that due to the change of water temperature, the scale and density of shellfish culture in the sea area and other factors, the scallop ran away again, and the performance was still at a huge loss.

However, no matter how cunning the "playwright" is, he cannot escape the "legal eye" of the regulatory authorities. Under the deployment of the Beidou satellite, it is concluded that the cost, non-operating expenses and profits of the Zhangzi Island company are false, and the "where is the scallop" of Zhangzi Island ushered in the big end.

Because of the "running away" incident of scallops, in June 2020, the CSRC imposed a fine of 600000 yuan on Zhangzi Island Company, fined 15 responsible persons ranging from 30, 000 yuan to 300000 yuan, and banned 4 main responsible persons from the market for five years to life.

It is reported that this is the top penalty that can be made according to the original securities law, but many investors still say that the penalty is too light.

　　The talent of the play depends on the limit of "prefabricated dishes".

Now, Zhangzi Island has successfully turned into a prefabricated dish of "minced garlic vermicelli" by virtue of Dong's interaction, and its stock price has risen by the limit of one word today.

Last night, the secretary of Zhangzi Island replied to investors' questions on the interactive platform that the prepared vegetable products with the characteristics of ready-to-eat, instant cooking, instant heat and instant matching have been listed one after another, such as minced garlic vermicelli, noodle-wrapped fish chops, fresh + scallops, black pepper salmon, dragon tendons, Buddha leaping over the wall and other products.

In addition to Zhangzi Island, recently, a number of concept stocks including Guolian Aquatic products, Fucheng shares, Huifa Foods, Barbie Foods, Wei Zhixiang, Great Lakes shares, Qianwei Central Chef, Jinling Hotel, Quanjude, Haixin Foods and so on have soared, becoming the "prettiest" in the A-share market.

In the face of the continued surge in share prices, a number of companies issued risk tips last night to remind investors to pay attention to investment risks.

Guolian Aquatic products announced yesterday night that on January 11, 2022, the company signed a "Cooperation Framework Agreement", and there is still uncertainty about the impact on the company's performance and operating results this year and subsequent years. Investors are invited to pay attention to investment risks.

In addition, there are Fucheng shares, Jinling Hotel, Tongqing Building and other companies issued a notice that the prefabricated food business is in its infancy, please pay attention to the risks of investors.

But today's prepared food concept stocks are still hot, Guolian Aquatic products, Fucheng shares, Delis, Haixin Food, Jinling Hotel, Xi'an Diet and so on are still rising sharply.

The concept of "prepared food" is so popular that it can pull back a stock that is on the verge of "delisting" and whose reputation has fallen to the freezing point, even more so than the concept of meta-universe.

　　Opportunities and risks coexist in prefabricated food industry

Premade food is so hot, so what is premade dish? Can I still get in the car? Should we be calm or radical?

Prefabricated dishes refer to dishes cooked directly after washing, cutting, preparation and processing with agricultural products, livestock and poultry and aquatic products as the main raw materials. It can be seen that its essence is still "vegetables", that is, finished or semi-finished dishes.

Prefabricated dishes have the advantages of "three high and one low": faster serving speed, saving labor and rental costs for restaurants; compared with self-made, prefabricated dishes have a higher degree of standardization and more stable products; higher levels of food safety; and large-scale procurement makes the cost of ingredients lower.

At present, with the economy of lazy homes, the economy of singles and the upgrading of consumption, prepared dishes are indeed more suitable for the lifestyle of young consumers in a fast-paced life. On the whole, the prefabricated vegetable track has moved from To B to the omni-directional and multi-dimensional growth node of To BC, and is optimistic about the development prospect of the prefabricated vegetable market, and some institutions even shout the rise of the trillions track.

According to the analysis of iResearch Consulting, the size of China's prefabricated food market is 345.9 billion yuan in 2021, and then it will increase year by year with a growth rate of about 20%. In the next 3-5 years, China's prefabricated food industry is expected to become the next trillion catering market.

At the same time, Guohai Securities depth report shows that prefabricated food is one of the fastest growing sub-industries in the food processing industry in the past five years. It is estimated that the CAGR of the prefabricated food industry will be 15% in the next 5 years, and the scale will exceed 400 billion yuan by 2026.

However, it should be pointed out that the current production scale and development level of prefabricated food enterprises are uneven, and many enterprises are still in the primary processing stage.

Anxin Securities research shows that due to the late start of prefabricated dishes processing in China, more than 70% of prefabricated food processing enterprises are still in a small, weak and scattered state, and many of them are individual industrial and commercial households and workshop-style processing and production mode. there is no relatively complete business model, and the product is single, which can not guarantee product quality and food safety.

Zhu Danpeng, an analyst of China's food industry, said, "the production mode of prefabricated vegetables belongs to the asset-heavy model. If we want to become bigger and stronger and form the scale effect of the brand, the early investment is very large." at present, there are no relevant national standards in the industry. the lack of clarity is not conducive to the normative development of the industry.