2023 年冷冻冷藏食品行业经济运行报告

Investment Rating - The report indicates a stable operation of the frozen and refrigerated food industry in 2023, suggesting a positive investment outlook for the sector. Core Insights - The frozen and refrigerated food industry in China is focused on improving people's livelihoods, with a diverse range of products that meet the growing consumer demand for quality food [1][2] - The production of major food items has increased, ensuring a stable supply for the population, with significant growth in meat, dairy, and aquatic products [3][4] - The industry has seen a rise in exports, particularly in vegetables and aquatic products, while imports have also increased, indicating a robust international trade presence [5][6][8] - The logistics and e-commerce sectors are expanding, enhancing the distribution channels for frozen and refrigerated foods [11][12] - The outlook for 2024 is optimistic, with expectations of market expansion, product diversification, and improved profitability in the frozen and refrigerated food industry [12][14] Summary by Sections Industry Stability - The frozen and refrigerated food industry has maintained stability in 2023, with a variety of products available to meet consumer needs [2] - Major food production has increased, with pork, beef, and poultry production reaching 96.41 million tons, a 4.5% increase from the previous year [3] Export and Import Dynamics - The frozen and refrigerated food sector plays a crucial role in China's food import and export trade, with significant volumes in aquatic products and vegetables [5][6] - In 2023, the export of aquatic products reached 3.7 million tons, valued at 139.67 billion yuan, while imports of meat and aquatic products also saw notable figures [8][9] Market Expansion through Logistics and E-commerce - The logistics industry is evolving, with a total logistics volume of 35.24 trillion yuan in 2023, a 5.2% increase, facilitating better distribution of frozen foods [11] - E-commerce platforms are expanding the market reach for frozen and refrigerated food products, enhancing sales channels [12] Future Trends - The report predicts a favorable trend for the frozen and refrigerated food industry in 2024, with expectations of growth in meat production and an increase in the market for frozen baked goods and pre-prepared meals [12][14] - The pre-prepared food sector is expected to continue its rapid development, addressing consumer concerns about quality and variety [13]