预制菜成年夜饭“新宠”
OCTOCT(SZ:000069) Cai Jing Wang·2024-02-09 10:07

Core Insights - The increasing popularity of pre-prepared meals (pre-cooked dishes) in China is evident, especially during the Lunar New Year celebrations, where 26.91% of consumers opted for pre-prepared meals as part of their holiday purchases [1][2] - The pre-prepared meal market in China reached a scale of 422.13 billion yuan in 2022, with projections to approach 900 billion yuan by 2025 [2][4] - The industry is facing challenges regarding consumer awareness, safety standards, and the need for a unified national standard to enhance consumer trust and product quality [3][4] Market Trends - The pre-prepared meal market is experiencing rapid growth, with a penetration rate of 10% to 15% in 2023, expected to rise to 15% to 20% by 2030, potentially reaching a market size of 1.2 trillion yuan [4][5] - The number of registered companies related to pre-prepared meals has exceeded 64,000, with over 5,000 new registrations in 2023 alone, marking a 152.9% increase compared to 2022 [4][5] - Investment in the pre-prepared meal sector has been robust, with 40 financing events totaling over 4 billion yuan in 2023 [4] Consumer Sentiment - Despite the growth, consumer acceptance remains mixed, with many expressing concerns over freshness, healthiness, and the presence of additives in pre-prepared meals [2][3] - A significant portion of consumers still prefer homemade meals, indicating a cultural attachment to traditional cooking methods [1][2] Regulatory Environment - The Chinese government has recognized the importance of the pre-prepared meal industry, as evidenced by its inclusion in the "Central No. 1 Document" and various local policies aimed at promoting its development [4][5] - The establishment of a national standard for pre-prepared meals is underway, focusing on prohibiting preservatives and ensuring cold chain logistics for transportation [4][5] Future Outlook - The pre-prepared meal industry is expected to become more standardized and health-focused, with an emphasis on freshness and nutrition [5][6] - Innovations in product offerings and the emergence of new brands are anticipated, driven by advancements in industrialization and customization capabilities [5][6]