2024预制菜行业简析报告

Investment Rating - The report indicates a positive outlook for the prepared dish industry, suggesting a critical turning point in 2024 as the focus shifts from rapid growth to structural optimization [2]. Core Insights - The prepared dish industry in China is expected to experience significant growth, with the market size projected to exceed 1 trillion yuan by 2026, driven by increasing demand from both the catering and retail sectors [7]. - The industry is transitioning from a B-end focus to a C-end emphasis, with improvements in cold chain logistics and consumer habits expected to drive demand for convenient prepared products [10]. - Changes in family structure and lifestyle are increasing the demand for prepared dishes, as households become smaller and time constraints on cooking increase [14]. - The report identifies five main types of participants in the prepared dish industry, highlighting the competitive landscape and the potential for market consolidation [18]. Summary by Sections Industry Development Phases - The prepared dish industry has gone through three phases: the embryonic phase (1987-2009), the B-end growth phase (2010-2019), and the current C-end acceleration phase (2020-present) [2][3]. Policy Environment - The regulatory framework for the prepared dish industry is evolving, with significant policies introduced in 2022 and 2023 aimed at promoting standardization and healthy development [4]. Market Size and Growth - The market size for prepared dishes in China reached 516.5 billion yuan in 2023, marking a 23.1% year-on-year growth, with expectations to surpass 1 trillion yuan by 2026 [7]. Consumer Trends - The primary consumer demographic for prepared dishes consists of young adults aged 22-40, with a notable female consumer base [31]. Challenges and Opportunities - The industry faces challenges such as supply chain instability, logistics infrastructure inadequacies, and regional market differences, but there are also opportunities for growth through innovation and international expansion [37][42][50]. Key Trends - The report highlights four key trends: the integration of "second dimension" marketing, the rise of signature products, increased cross-regional collaboration, and the exploration of overseas markets [46][47][48][49].