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概念追踪 | 春节临近预制菜火热 2026年市场规模或超万亿元 多家企业纷纷布局(附概念股)

Concept tracking | As the Spring Festival approaches, prepared dishes are hot, and in 2026, the market size may exceed trillion yuan, and many companies will lay out one after another (with concept stocks)

Zhitong Finance ·  Jan 17, 2023 08:02

Zhitong Financial APP learned that during the Spring Festival in 2023, "eating dinner at home" is still the mainstream, and prepared dishes have become one of the hotspots of New year goods. Shang Chao, catering and so on have launched prefabricated dishes, and the goods on the market are clustered. According to data, the size of China's prefabricated food market reached 419.6 billion yuan in 2022, an increase of 21.3% over the same period last year. China's prefabricated vegetable market is expected to maintain a high growth rate in the future, and the size of the prefabricated vegetable market will reach 1.072 trillion yuan in 2026.Related concept stocks: Anjing Food (603345.SH), Guolian Aquatic products (300094.SZ), Guangzhou Restaurant (603043), Wei Zhixiang (605089.SH).

It is reported that Walmart Inc, Carrefour and Metro Shangchao are all promoting premade dishes. Hema has developed a related series, and its statistics show that more than 50% of users will use prefabricated dishes, and the "serving rate" of prefabricated dishes is even higher in first-and second-tier cities.

Tian Xin, general manager of the Box Horse 3R Commodity Center, said, "We are developing new products all the year round, and there are 20 to 30 new products across the country every month, so we are also fighting a prepared battle in the development of Chinese New year dishes." In 2022, the sales of prefabricated vegetables in Hema Workshop increased by 50% compared with the same period last year, and still maintain a high growth rate this year.

Many consumers also choose online fresh e-commerce to purchase. Dingdong (Cayman) Limited data show that sales of New year goods, including New year vegetables, New year flowers, fruit gift boxes and nut gift boxes, increased by more than 200% compared with the same period in 2022. During the Spring Festival, Dingdong (Cayman) Limited sold 5000 copies of the whole king crab, baked Boston lobster with cheese, and fried bread crab at a unit price of about 1,000 yuan.

In order to seize the opportunity of "New year's Eve dinner", many restaurants not only open restaurant meals and provide takeout, but also launch their own prepared food products. Many series of gift boxes for one table of New year dishes in cooperation with Tao Tao Ju, Shanghai Old Hotel, Green Wave Corridor and other brand restaurants have sold nearly 20,000 tables since their launch.

The person in charge of Guangzhou Restaurant said that the prefabricated vegetable market is hot, and the company makes market-oriented production scheduling and raw material reserves, dynamically tracks sales and inventory, and adjusts with the supply chain and production side in time to ensure adequate inventory during the Spring Festival. The official also said that as of January 14, the company's sales of prefabricated vegetables had tripled compared with the same period last year, among which the increase in sales of potted vegetable products was more prominent.

In addition, there are continuous favorable policies for the development of the prepared vegetable industry. According to the opinions on promoting the High-quality Development of the prefabricated vegetable Industry in Shandong Province, which was disclosed on the official website of the Shandong Provincial people's Government in November last year, "in 2025, the processing capacity of prefabricated vegetables in the province has been further improved, the level of standardization has been significantly improved, the core competitiveness has been significantly enhanced, and the brand effect has become more prominent. The number of main bodies of the prefabricated vegetable market has exceeded 10,000, and the output value of the whole industry chain has exceeded 1 trillion yuan."

According to data from Ai Media Consulting, the size of China's prefabricated food market reached 419.6 billion yuan in 2022, an increase of 21.3 percent over the same period last year. China's prefabricated vegetable market is expected to maintain a high growth rate in the future, and the prefabricated vegetable market will reach 1.072 trillion yuan in 2026. The prefabricated food industry attracts various brands to enter the layout and begins to enter a golden period of development.

Industry insiders predict that according to the compound growth rate of 20% per year, China's prefabricated vegetable market will grow into a trillion yuan market in the next six to seven years, which will give rise to a large number of prefabricated vegetable equipment demand.

Pacific Securities said that with the wave of catering industrialization, B-end demand for frozen food increased, industry category richness increased, superimposed cold chain development, quick-frozen hot pot and noodle industry is still in the growth stage. The market size of quick-frozen food will reach 175.5 billion yuan in 2021, and it is expected to exceed 200 billion yuan in 2022-2024, of which frozen noodles and hot pot ingredients account for about 67%. Overseas, domestic development space is still large, China's per capita consumption of frozen food is only 9kg, far lower than the United States, Europe and Japan.

Related concept stocks:

Anjing Food (603345.SH): the company actively improves the national production layout, with a total of 9 production bases in Xiamen, Fujian and Wuxi, Jiangsu, and plans to build the first professional prefabricated food production base in Honghu, with a compound growth rate of 18% in the next three years.

Guolian Aquatic products (300094.SZ): on the one hand, the company provides catering enterprises with fish, prawns, crayfish, bullfrogs and other deep and primary processed products and prefabricated vegetable products, on the other hand, its prefabricated vegetable products are available in all box Ma Xiansheng supermarkets.

Guangzhou Restaurant (603043): the company's main business is food manufacturing business and catering business, and mainly food manufacturing business. According to the 2022 quarterly report, the company's main revenue was 3.34 billion yuan, up 10.74% from the same period last year, and the net profit from its parent was 470 million yuan, up 6.0% from the same period last year.

605089.SH: Wei Zhixiang is one of the large-scale R & D and manufacturing enterprises in the prefabricated food industry. The company's fund-raising project will start production of 50, 000 tons of prefabricated vegetables in the near future, and it is expected to put into production of 25000 tons in 2023. The release of production capacity is expected to support the accelerated expansion of the company's C-end brand "Wei Zhixiang" stores and promote the layout expansion of the B-end "Jade" brand.

The translation is provided by third-party software.


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