2025冻品预制菜销量及最新趋势出炉，冷链物流有哪些新机遇？

Industry Overview - More than half of the frozen food companies reported a decline in both revenue and net profit in the first half of 2025, with some experiencing increased losses [1] - The industry is facing challenges such as weakened terminal demand and intense price competition, leading to a common strategy of "exchanging price for volume" [1][6] - Despite the overall downturn, some companies achieved counter-cyclical growth, highlighting pockets of resilience within the industry [1] Financial Performance - In the first half of 2025, 12 companies reported growth in both revenue and net profit, with the top five revenue growth companies being Baiyang Co. (38.34%), Muyuan Foods (34.46%), Lihigh Foods (16.2%), Fucheng Co. (15.70%), and Gais Foods (11.39%) [2] - The top five companies with the highest net profit growth were Muyuan Foods (1169.77%), Shengnong Development (791.93%), Chunxue Foods (428.10%), Xiantan Co. (344.55%), and New Hope (162%) [2] - Conversely, 12 companies experienced a decline in both revenue and net profit, with Guolian Aquatic (-18.36%) and Huifa Foods (-17.75%) showing the largest revenue drops, while Guolian Aquatic also reported a significant net profit decline of -3180.50% [3] Segment Performance - The prepared dishes segment performed notably well, with Qianwei Central Kitchen's frozen prepared dishes revenue increasing by 67.31%, driven by significant sales growth [5] - Three Full Foods' refrigerated and short-shelf-life products also showed strong performance, with a revenue increase of 44.49% [5] - The frozen food industry is undergoing adjustments due to channel changes and cost pressures, with traditional supermarket channels seeing a decline in foot traffic [5][6] Market Trends - The industry is under cost pressure, with Three Full Foods reporting a gross margin of 22.7%, down 2.2 percentage points year-on-year due to increased promotional efforts and changes in product mix [6] - The Chinese frozen food industry is projected to reach a scale of approximately 221.2 billion yuan in 2024, making it the second-largest market globally [6] - The global frozen food market is also expanding, expected to reach 417.7 billion USD by 2024, with a compound annual growth rate of 6.0% from 2024 to 2029 [6] - Future industry consolidation is anticipated, with market share increasingly concentrating among leading companies, driven by the rise of restaurant chains and the expansion of new channels [6]