预制菜行业发展

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预制菜行业:新餐桌经济的崛起
Sou Hu Cai Jing· 2025-09-27 03:13
Core Insights - The prepared food industry is rapidly developing due to policy support, industrialization of catering, and the rise of the "lazy economy" [2] - The industry faces challenges such as product homogenization, food safety control, and ensuring consumer rights [2] - There is a lack of a unified national standard system for prepared foods, leading to inconsistent product quality and chaotic competition [2] Market Overview - The B-end market focuses on "cost reduction and efficiency" and "standardization," while the C-end market emphasizes "convenience and taste" [2] - The B-end market accounts for approximately 60%-70% of the overall market structure, while the C-end market is expected to experience explosive growth [2] - The Chinese prepared food market is projected to reach 485 billion yuan in 2024, with a year-on-year growth of 33.8% [2][24] - The industry is characterized by significant regional features and low concentration, with many small and weak players [2][24] Industry Development Stages - The development of the prepared food industry can be divided into three stages: the embryonic stage, the rapid development of the B-end, and the explosive demand of the C-end [14] - The pandemic in 2020 acted as a catalyst for the rapid growth of the prepared food industry, shifting focus from B-end to C-end markets [18] Industry Structure - The prepared food industry has a complete supply chain, with upstream raw material suppliers, midstream production and processing, and downstream consumption markets [20] - The market is divided into B-end (restaurants, catering) and C-end (individual consumers) sales channels [20] Competitive Landscape - The industry is highly fragmented with around 28,000 related companies, and most players are small and weak [43] - Major participants include professional prepared food companies, frozen food companies, catering enterprises, and fresh e-commerce platforms [43] Key Players - Anjiu Food focuses on frozen food and has developed a brand for prepared foods, achieving revenue of 15.127 billion yuan in 2024 [48][49] - Weizhi Xiang is a significant player with over 2,000 stores and a diverse product line, achieving revenue of 672 million yuan in 2024 [50] - Guolian Aquatic Products specializes in aquatic foods and has a comprehensive marketing network, achieving revenue of 3.409 billion yuan in 2024 [51]
近十年预制菜企业数量高速增长,千味央厨谈预制菜的增长逻辑与信任重建
Zheng Quan Shi Bao Wang· 2025-09-24 02:33
Core Insights - The pre-prepared food industry in China is experiencing explosive growth, with the number of related enterprises reaching 28,000, and a significant increase in registrations, with 11,700 new companies expected in 2024, marking a 120.43% year-on-year growth [3] - The core growth drivers for the pre-prepared food industry include the rising chain restaurant rate, changing consumer habits, and advancements in cold chain logistics technology [10] Industry Overview - The pre-prepared food sector is seen as a key engine for the integration of agriculture and consumption, as well as the transformation of the food industry [3] - The Chinese government is actively working on establishing national standards for pre-prepared foods to enhance consumer rights and choices [1] Company Insights - Qianwei Yangchu, a leading player in the pre-prepared food supply chain, has seen its stock price rise by 50.26% since May, positioning it as a top performer in the sector [4] - The company reported a sales revenue of 65.22 million yuan for frozen prepared dishes in the first half of 2025, a 67.31% increase year-on-year, driven by increased sales volume [4] Competitive Positioning - Qianwei Yangchu collaborates closely with major restaurant chains like Yum China and Haidilao, providing customized products that meet high supply chain stability requirements [7] - The company employs advanced freezing technology to preserve food quality without the use of preservatives, addressing common consumer concerns about pre-prepared foods [7] Marketing and Consumer Trust - The company is focused on transparency in its production processes to build consumer trust, showcasing the entire journey from ingredient selection to delivery [8] - Qianwei Yangchu is actively participating in industry standard discussions and has implemented measures to ensure compliance with new regulations, including a 100% temperature-controlled transport system [9] Future Outlook - The expected increase in the chain restaurant rate to over 35% by 2028 will drive demand for standardized pre-prepared foods in the B2B market [10] - Changing consumer demographics are fostering a demand for convenient cooking options, which will boost C2C pre-prepared food consumption [10] - Improvements in cold chain logistics will reduce transportation costs and losses, expanding the market reach for pre-prepared foods [10]
罗永浩宣布“将测评预制菜”,网友:气氛都烘托到这了,要不转型做预制菜吧
Qi Lu Wan Bao· 2025-09-23 03:46
Group 1 - The core viewpoint is that there is a lack of trust in the pre-packaged meal market, as most available products are not from well-known food brands, raising questions about why major food companies are not participating in this rapidly growing market [1] - The public debate around pre-packaged meals has increased transparency discussions within the restaurant industry, particularly following a dispute between a prominent figure and a restaurant chain [2] - A restaurant chain has committed to adjusting its processing methods to enhance transparency, with a deadline set for October 1, 2025, for all locations to complete these changes [2]
预制菜板块迎来大涨,企业上半年净利润却普遍下滑
Xi Niu Cai Jing· 2025-09-22 09:16
Industry Overview - The pre-prepared food sector is experiencing significant growth, with a market size projected to reach 485 billion yuan in 2024, reflecting a year-on-year increase of 33.8%, and expected to reach 749 billion yuan by 2026 [1] - The sector is facing challenges such as low entry barriers, product homogeneity, and consumer awareness issues, which could impact future growth [1] Company Performance - **Delisi**: Achieved revenue of 1.616 billion yuan in the first half of the year, up 17.04% year-on-year, but net profit decreased by 27.24% to 10.303 million yuan. Pre-prepared food contributed 643 million yuan to revenue, a growth of 35.77%, accounting for 39.77% of total revenue [1] - **Huifa Food**: Reported revenue of 735 million yuan, down 17.75% year-on-year, with a net loss of 29.993 million yuan, indicating worsening financial performance despite efforts to diversify product offerings [2] - **Longda Meishi**: Generated revenue of 4.975 billion yuan, a decrease of 1.38% year-on-year, with net profit down 39.52% to 35.169 million yuan. The pre-prepared food segment saw a revenue drop of 19.5% [2] - **Guolian Aquatic Products**: Recorded revenue of 1.651 billion yuan, down 18.36% year-on-year, and a net loss of 54 million yuan, indicating a significant decline in the main pre-prepared seafood business [2] - **Weizhi Xiang**: Achieved revenue of 343 million yuan, up 4.70% year-on-year, but net profit fell by 24.46% to 31.947 million yuan, marking two consecutive years of profit decline [3] - **Qianwei Central Kitchen**: Reported revenue of 886 million yuan, a slight decrease of 0.72%, with net profit down 39.67% to 35.789 million yuan. The fastest-growing segment was frozen prepared dishes, but overall revenue from main and snack categories declined [3] Market Dynamics - The pre-prepared food market is expanding due to improvements in cold chain technology and increased coverage, but companies must find growth points and establish competitive barriers to succeed [1][3]
日本为何爱吃预制菜?
3 6 Ke· 2025-09-18 09:29
(原标题:日本为何爱吃预制菜?) 作者 | 谢芸子 编辑 | 张帆 罗永浩与贾国龙的这场"骂战"终于画上了休止符。 昨日下午,西贝发布《致歉信》,称将尽可能把中央厨房的前置加工调整到门店现场加工。"欢迎顾客 继续提出改善建议,将积极持续整改。" 随即,罗永浩决定"放弃进一步追究西贝",同时又强调"不反对预制菜,只是主张餐饮企业用预制菜给 到消费者知情权。不能用预制菜冒充现做的新鲜菜肴。" 出人意料的是,这场纷争,以及中国部分消费者对预制菜的反感情绪,并未对资本市场带来太多负面影 响。 自9月15日开盘,"预制菜板块"走高。其中,生产和销售冷冻肉制品的"得利斯"涨停。味知香、三全食 品、惠发食品等老牌预制菜相关企业,以及为西贝供货的千味央厨、国产水联、龙大美食、福成股等股 价全面上涨。 消息面上,预制菜板块走高,或与国家卫健委主导的《预制菜食品安全国家标准》草案过审有关。据第 一财经报道,草案将向社会公开征求意见,届时,关于预制菜的"身份"或有统一说法,餐饮门店是否使 用、如何使用预制菜,也会首次纳入信息披露范畴。 复盘本次纷争,双方的争议主要来自中央厨房与预制菜的不同。 贾国龙"咬死"不承认西贝使用预制菜,原 ...
预制菜应该感谢罗永浩
3 6 Ke· 2025-09-16 03:35
Core Viewpoint - The dispute between Luo Yonghao and Jia Guolong regarding pre-prepared dishes has concluded, with West Be acknowledging the need for transparency in their use of pre-prepared ingredients, while the market for pre-prepared dishes remains resilient despite consumer concerns [1][8]. Industry Summary - The pre-prepared dish sector has seen a rise in stock prices since September 15, with companies like Delisi reaching a limit up, indicating strong market interest [2][3]. - The National Health Commission's draft for national food safety standards for pre-prepared dishes is expected to clarify the definition and usage of these products in the restaurant industry, which may enhance consumer confidence [3][12]. - The controversy highlights a disconnect between industry definitions of pre-prepared dishes and consumer perceptions, with concerns over food safety and ingredient quality being prominent [4][12]. Company Summary - Companies such as Delisi, Longda Meishi, and others have experienced significant stock price increases, reflecting positive market sentiment towards the pre-prepared food sector [2]. - Qianwei Central Kitchen has acknowledged the trust challenges in the pre-prepared dish market and is implementing quality management measures to address these issues [13]. - The market for pre-prepared dishes in China is projected to grow rapidly, with estimates suggesting a market size of 674.9 billion yuan by 2030, driven by various factors including evolving consumer preferences and regulatory developments [13].
关于预制菜,新华社、人民日报、央视发声
华尔街见闻· 2025-09-15 07:03
Core Viewpoint - The recent controversy surrounding pre-prepared dishes (pre-cooked meals) has sparked significant public interest, particularly regarding consumer rights and the quality of dining experiences. The discussion emphasizes the need for clearer definitions, reduced information asymmetry, and maintaining food quality while providing convenience [3][25]. Group 1: Definition and Classification of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products that undergo industrial pre-processing and require heating or cooking before consumption. They do not contain preservatives [5][16]. - Foods that do not fall under the category of pre-prepared dishes include simply processed fresh vegetables, frozen staple foods, and meals prepared in central kitchens that comply with food safety regulations [6][7][10]. Group 2: Safety and Regulatory Measures - The regulatory framework emphasizes the importance of strict food safety management, including the establishment of food safety management systems and rigorous quality control of raw materials [11]. - There is a call for enhanced supervision and inspection of pre-prepared dish production, focusing on quality control throughout the supply chain [11][24]. Group 3: Consumer Rights and Transparency - The promotion of transparency regarding the use of pre-prepared dishes in restaurants is crucial to safeguard consumer rights. Consumers should be informed about the nature of the dishes they are purchasing [12][22]. - The discussion highlights the need for a clear labeling system and the establishment of a complaint mechanism for consumers to report misleading practices [24][25]. Group 4: Industry Development and Future Directions - The pre-prepared dish industry is recognized as a significant component of the food industry, with calls for standardized regulations and innovative practices to enhance quality and safety [23][24]. - Experts suggest that the future of the pre-prepared dish industry lies in standardization, transparency, and innovation, which will help build consumer trust and support industry growth [24].
预制菜:透明信息赢信任,治理优化促发展
Sou Hu Cai Jing· 2025-09-14 14:12
Group 1 - The core viewpoint emphasizes the need for transparency in the prepared food industry to build trust with consumers [1] - The real challenge faced by the prepared food sector is not technological but rather establishing a trust bond with consumers [1] - The development of the restaurant industry should focus on serving the public, ensuring efficiency and convenience while meeting the public's need for safe and understandable food [1] Group 2 - Discussions about prepared food should move towards a rational and constructive direction to improve the development environment of the industry [1] - Optimizing governance is essential to promote standardized behavior among companies and protect consumers' right to know [1] - Gaining public trust is crucial for the future success of the prepared food industry [1]
事关预制菜,人民日报、新华社、央视集体发文
Feng Huang Wang· 2025-09-14 12:33
Core Viewpoint - The recent discussions surrounding "pre-prepared dishes" have sparked widespread public interest, emphasizing the importance of consumer awareness and the need for transparency in the industry [2][3][4]. Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products that undergo industrial pre-processing without preservatives, requiring heating or cooking before consumption [4][12]. - The concept of pre-prepared dishes is not new, as methods like marinating and curing have been used historically in the food industry [4]. - The use of pre-prepared dishes can significantly enhance operational efficiency in the restaurant industry, particularly in fast-food settings, by allowing quick replication of flavors [4][6]. Group 2: Consumer Concerns and Industry Challenges - Consumer concerns regarding pre-prepared dishes primarily revolve around food safety and the right to know about the food they consume [3][7]. - There is a lack of clear definitions and standards for pre-prepared dishes, leading to confusion and mistrust among consumers [8][9]. - Some businesses misrepresent pre-prepared dishes as freshly cooked meals, which undermines consumer trust and raises ethical concerns [8][9]. Group 3: Regulatory and Industry Developments - Recent initiatives aim to promote the high-quality development of the pre-prepared dish industry, including the establishment of cold chain logistics and quality raw material bases [9]. - Experts suggest that standardization, transparency, and innovation are crucial for the future of the pre-prepared dish industry [10]. - Regulatory bodies are encouraged to implement a disclosure system for pre-prepared dishes in restaurants to protect consumer rights [10][16]. Group 4: Food Safety and Quality Assurance - Ensuring food safety in the production and distribution of pre-prepared dishes is essential, with calls for stricter oversight and adherence to safety standards [15][17]. - The prohibition of preservatives in pre-prepared dishes aligns with consumer expectations for fresh and safe food options [17]. - The industry must focus on risk management throughout the supply chain to maintain food safety and quality [17].
新华社:不怕你预制,怕你不告诉我
Xin Hua She· 2025-09-13 13:10
Core Viewpoint - The discussion around "pre-prepared dishes" reflects consumer concerns about their right to know and the demand for improved food quality in the restaurant industry [1][5]. Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as packaged meals made from one or more food products, processed industrially without preservatives, and requiring heating or cooking before consumption [2]. - The use of pre-prepared dishes can enhance operational efficiency in the restaurant industry, particularly in fast-food settings, by allowing restaurants to replicate flavors in minutes [2]. Group 2: Safety and Nutritional Aspects - Fresh ingredients retain more nutrients, but pre-prepared dishes can meet caloric and nutritional needs if produced, transported, stored, and cooked according to food safety standards [3]. Group 3: Industry Practices and Consumer Concerns - Large chain restaurants commonly use pre-prepared dishes due to safety regulations and cost efficiency, which can enhance customer experience by speeding up service [4]. - Concerns arise from small-scale restaurants where food safety may be compromised, leading to a negative perception of pre-prepared dishes as low-quality [5]. - The lack of clear definitions and standards for pre-prepared dishes contributes to consumer uncertainty and mistrust [5]. Group 4: Regulatory and Developmental Initiatives - The industry is encouraged to promote transparency regarding the use of pre-prepared dishes to protect consumer rights [5][8]. - Various regions are implementing measures to support the high-quality development of the pre-prepared dish industry, including building cold chain logistics and developing quality raw material bases [7]. Group 5: Future Directions for the Industry - Experts suggest that standardization, transparency, and innovation are essential for the future of the pre-prepared dish industry [8]. - There is a call for the establishment of national standards for the production and handling of pre-prepared dishes, as well as a system to inform consumers about their use in restaurants [8].