即食鸡胸肉：即食肉类代餐食品崛起，低脂高蛋白的鸡胸肉是否能起飞？头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the ready-to-eat chicken breast industry [3]. Core Insights - The ready-to-eat chicken breast industry is experiencing rapid growth, with market size increasing from 1.172 billion RMB in 2018 to 3.174 billion RMB in 2023, reflecting a compound annual growth rate (CAGR) of 22.06% [15][95]. - The industry is characterized by a competitive landscape that is not yet mature, with many brands competing and a market share concentration where the top five companies hold 63% of the market [15][20]. - The demand for ready-to-eat chicken breast products is driven by increasing health awareness among consumers and the growing trend for convenient food options [15][35]. Industry Definition - Ready-to-eat chicken breast products are defined as processed chicken that is ready for direct consumption, primarily made from white feather chickens [16]. Industry Characteristics - The industry features an immature competitive landscape, reliance on both online and offline sales channels, and strong terminal market demand [20]. - The market is seeing a shift towards online and offline channel integration, with traditional meat companies leveraging their offline presence while e-commerce brands utilize online platforms for sales [21]. Industry Development History - The ready-to-eat chicken breast industry has evolved through three stages: the embryonic phase (2001-2015), the initiation phase (2016-2018), and the rapid development phase (2019-2024) [9][26]. - The industry began in Japan, with companies like Amatake innovating in packaging and health-oriented products, which later influenced Chinese companies to enter the market [10][25]. Market Size and Growth - The market size is projected to grow from 3.812 billion RMB in 2024 to 7.932 billion RMB by 2028, with a CAGR of 20.10% [95]. - The deep processing chicken product market is expected to reach 70.4 billion RMB by 2025, indicating significant growth potential for ready-to-eat chicken products [96]. Supply Chain Analysis - The industry relies heavily on supply chain management, with upstream raw material costs and downstream logistics capabilities influencing product types and market positioning [13][40]. - The upstream chicken farming and processing sector is experiencing low profit margins, prompting companies to expand into downstream operations to enhance profitability [14][30]. Consumer Demand - There is a strong consumer demand for high-protein, low-fat products, with chicken being a preferred source of protein due to its affordability and health benefits [35][48]. - The ready-to-eat chicken breast products cater to the growing trend of health-conscious eating, with 82% of Chinese consumers willing to spend more on healthy food options [48]. Competitive Landscape - The competitive landscape is marked by a concentration of market share among leading companies, with significant opportunities for new entrants despite the presence of established brands [20][71]. - Brand building and product innovation are crucial for capturing market share, as evidenced by successful marketing strategies employed by companies like "优形" and "鲨鱼菲特" [85].