Core Insights - A silent revolution in the food industry is occurring in California, where a Chinese automated dumpling production line processes 10 tons of dough daily, producing frozen shrimp dumplings that are 40% cheaper than those made in local Chinese restaurants [1][2] - The new model for Chinese prepared food companies focuses on "technology + supply chain sharing," integrating with California's agricultural resources to create a new industrial collaboration paradigm [2][3] - The establishment of overseas "shared factories" addresses the rising food prices in California's Asian restaurants, driven by increased labor costs and raw material prices [2][3] Market Dynamics - The demand for high-quality Asian food in California is growing due to rising consumer expectations for health and convenience, as well as cultural identity among Asian immigrants [3][4] - California has 5,038 Asian restaurants and 4,697 supermarkets, with Costco being the largest food retailer, providing a broad sales platform for Asian food products [3] Operational Advantages - The "shared factory" model allows for rapid research, production, and distribution, leveraging local agricultural resources while utilizing advanced automated production lines from Chinese food companies [3][4] - This model can standardize production processes, such as producing 50,000 dumplings daily for distribution to over 200 local Chinese restaurants, while reducing logistics costs by 40% [3] Strategic Implications - The essence of the prepared food export strategy is a new resource integration method that mitigates trade barriers and enhances the synergy between Chinese technology and the U.S. market [4]

Core Insights - The global Chinese cuisine market is experiencing significant growth, with an annual increase of 11%, expected to surpass $1.2 trillion in 2023 [1] - The export of prepared dishes is a key growth driver, with the Chinese prepared food industry projected to reach 600 billion RMB in 2024 and potentially exceed 1 trillion RMB in the next 1-2 years [1] - The globalization of supply chains is crucial for the successful international expansion of Chinese cuisine, which is seen as an "invisible battlefield" [1] Industry Overview - In 2024, the overall output value of China's food industry is estimated to be around 12 trillion RMB, with agriculture at 9 trillion RMB and restaurant revenue at 5.5 trillion RMB [2] - The total GDP of China in 2024 is projected to be 135 trillion RMB, with agriculture and the restaurant industry together exceeding 20 trillion RMB, making it the largest livelihood industry [2] - China's agricultural product export value is expected to reach approximately $90 billion in 2024, with prepared food exports amounting to 173.2 billion RMB, accounting for 27% of agricultural exports [2] Market Dynamics - The rapid development of the prepared food industry is attributed to significant changes in the supply chain structure, technological innovations, and shifts in consumer perceptions, particularly due to advancements in cold chain logistics [2] - The historical context of Chinese cuisine's international presence dates back to the large-scale labor exports starting in 1860, with a significant number of Chinese restaurants now operating globally [2] - There are approximately 1,566 million Chinese restaurants in China, employing fewer than 40 million people, indicating a strong trend towards international expansion [3] Regional Insights - Guangdong province is highlighted as a potential leader in the prepared food industry, with a GDP of 14 trillion RMB and restaurant revenue of 600 million RMB in 2024, positioning it as a key player in the global food industry [3]

Core Viewpoint - The 14th Guangdong Modern Agricultural Expo, referred to as "Sanbohui," successfully concluded in Dongguan, showcasing innovations in agriculture and food industries, with a focus on AI applications and market integration [10][12][14]. Group 1: Event Overview - The "Sanbohui" was held alongside the 9th China International Food and Ingredients Expo and the 3rd China International Prepared Food Industry Expo, attracting 1,351 exhibitors from 31 provinces and over 20 countries, with more than 20,000 attendees, including around 7,000 buyers [15][16]. - The event featured over ten discussion activities focusing on AI applications, food safety, and the development of local economies, demonstrating a commitment to innovative and practical event organization [17][18]. Group 2: Youth Engagement and Cultural Integration - The expo adopted a modern approach by creating immersive cultural experiences such as "Internet celebrity markets" and "intangible cultural heritage food streets," effectively attracting younger audiences [27][28]. - The event included an "open mic" stage where various stakeholders shared local specialties and promoted traditional food techniques, enhancing audience engagement [31][32]. Group 3: AI and Digital Agriculture - The "Sanbohui" marked the first AI agricultural food expo in China, showcasing AI applications like unmanned restaurants and agricultural drones, highlighting the future direction of agricultural modernization [53][56]. - The event emphasized the integration of AI with agriculture, including the establishment of data platforms that improved pest diagnosis accuracy to 95% and increased production efficiency by 30% [68][69]. Group 4: Market Integration and Cooperation - The expo promoted a "four sharing" model for inter-provincial agricultural cooperation, focusing on shared market systems, production facilities, storage, and research platforms [80][81]. - In response to the challenges posed by the US-China trade war, the event facilitated discussions on shifting agricultural exports to domestic markets and exploring new international markets [85][86]. Group 5: Food Safety and Prepared Food Industry - The "Sanbohui" addressed critical challenges in the prepared food industry, focusing on food safety standards and the development of a comprehensive cold chain system [120][121]. - Guangdong's leadership in the prepared food sector was highlighted, with initiatives aimed at enhancing production standards and expanding market reach [124][125]. Group 6: Branding and Market Development - The event showcased the "Starry Avenue," featuring regional public brands of agricultural products, emphasizing the importance of branding in agricultural market development [132][134]. - The "12221" market system, initiated to address sales challenges for local products, has been pivotal in establishing a comprehensive service platform for modern agriculture in Guangdong [137][138].

广东佛山顺德区发布全国首个美食制造文旅产业融合标准体系 构建产业融合最大标准矩阵 融合标准体系遵循分层推进原则，其中，首层8项、第2层28项、第3层55项，涵盖通用基础、美食与服 务、特色农产品、预制菜、厨房电器、"寻味顺德"认证、特色旅游、非遗保护和传承8个标准子体系， 共898项标准。其中，顺德主导或参与制定的国家、行业、地方、团体标准392项，自主制定标准比重达 43.8%，"顺德元素"丰富，地域特色明显，具有很强的针对性和指导性，是为顺德美食制造文旅产业高 质量发展量身打造的标准矩阵。 融合标准体系的设计理念是以美食为主线，将美食的前端农产品和后端预制菜制造、厨电产品制造，以 及延伸领域文化旅游串联起来，围绕"投入-过程-产出"三大核心环节，把上下游分散的产业要素通过标 准化手段进行有机整合，形成产业链闭环，推动美食制造文旅在更深层次、更广领域融合发展。 融合标准体系覆盖美食制造文旅产业管理和服务的主要环节，科学全面、技术先进，为顺德企业转型升 级提供有力支撑。以"预制菜产业标准体系"为例，该体系实现从田间地头到餐桌标准全覆盖，涵盖企业 生产加工控制、预制菜单品、预制菜品质与卫生、预制菜流通与营销等系 ...

Core Viewpoint - Guangdong's prepared food industry is becoming a global leader, with a projected output value growth of 21.7% in 2024, driven by its strong food industry foundation and innovative capabilities [1] Group 1: Industry Challenges and Responses - The prepared food industry faces five core challenges when going global: information barriers, differences in qualification standards, supply-demand matching, market recognition, and brand promotion [2] - In response, the Southern Finance Group established the "Guangdong Prepared Food Going Global Industry Alliance" in March 2023, integrating resources from food companies, logistics partners, and overseas channels [2] - The group launched the "Golden Year Dish" initiative in early 2024, facilitating the first batch of products to pass New Zealand MPI certification, achieving both reputation and sales breakthroughs [2] Group 2: Operational Strategies - Southern Finance Group has developed a four-dimensional empowerment system comprising media, think tanks, data, and ecology to address industry challenges [3] - The group published the "China Prepared Food Going Global White Paper" and utilized AI technology to analyze customs data, optimizing supply chains for small and medium-sized enterprises [3] - Initiatives include establishing overseas warehouses and promoting cultural IPs like the "Chinese Year Dish Festival" to enhance market recognition [3] Group 3: Strategic Framework - The "Pin He Yuan" strategy focuses on quality control and brand building, emphasizing collaboration across the supply chain, and adopting a long-term approach through shared factories and R&D centers in markets like New Zealand [4] - The first overseas shared factory for Guangdong prepared food has expanded to 22 dumpling chain stores, indicating a shift from single-point breakthroughs to ecological implementation [4] - The strategic significance of going global transcends commercial dimensions, as it addresses global food security challenges, with approximately 733 million people facing food shortages worldwide in 2023 [4] Group 4: Future Directions - Despite ongoing challenges, the global footprint of Guangdong's prepared food industry is beginning to take shape [4] - Southern Finance Group plans to innovate the "news + government service business" model, transforming media influence into industrial momentum through policy interpretation and resource matching [4]

Core Viewpoint - The article highlights the resilience and adaptability of Guangdong's prepared food industry in the face of global trade challenges, particularly the tariff war initiated by the U.S., showcasing how local products like Magang goose are successfully entering international markets through innovative strategies and collaborations [4][15][30]. Group 1: Event Overview - The 9th China International Food and Ingredients Expo, the 3rd China International Prepared Food Industry Expo, and the 14th Guangdong Modern Agriculture Expo were held in Dongguan from April 18 to 20, attracting global buyers [1]. - The event featured a significant focus on the prepared food industry, which is seen as a key player in reshaping the global food landscape amidst trade tensions [1][7]. Group 2: Magang Goose's Success - Magang goose, recognized as one of Guangdong's top products, secured major contracts worth 80 million RMB with markets in Hong Kong, Macau, and Indonesia, highlighting its appeal and quality [6][5]. - The success of Magang goose is attributed to a new paradigm for Guangdong's agricultural exports, which emphasizes cultural connections, standardized production, and innovative overseas partnerships [6][7]. Group 3: Prepared Food Industry Growth - China's prepared food market is projected to grow from 200 billion RMB in 2019 to 600 billion RMB by 2024, with a compound annual growth rate of 25%, making it a significant growth engine globally [17]. - In 2024, China's prepared food exports reached 173.2 billion RMB, accounting for 27% of total agricultural exports, indicating substantial market potential [17]. Group 4: International Market Strategies - The article discusses the importance of strategic international partnerships and market positioning for Chinese prepared food companies, particularly in Southeast Asia and the Middle East, which are seen as ideal markets for expansion [22][24]. - The concept of "shared factory" models is introduced, where Chinese food companies collaborate with local partners to leverage resources and distribution channels, enhancing competitiveness in foreign markets [26]. Group 5: Financial Support and Infrastructure - Financial institutions, such as the Agricultural Bank of China in Dongguan, are providing significant support through inclusive loans, facilitating quick access to capital for food enterprises [28]. - The establishment of overseas warehouses and international cooperation agreements during the expos indicates a proactive approach to building infrastructure for global trade [19].

Core Insights - The article discusses the potential of the Vietnamese market for Chinese pre-prepared food products, highlighting the cultural ties and historical context of Chinese cuisine in Southeast Asia [1] - Vietnam is identified as a "blue ocean" market for pre-prepared foods, with a young population and a growing middle class, making it an attractive target for Chinese companies [1][2] Market Characteristics - Vietnam has a population of 100 million, with 56% under the age of 35, and has experienced GDP growth exceeding 5% for eight consecutive years [1] - The middle class in Vietnam has surpassed 33 million people, indicating a significant consumer base for pre-prepared foods [1] Consumption Patterns - There is a notable disparity in food consumption levels across Vietnam, with urban areas like Ho Chi Minh City showing a 12% expenditure on pre-prepared foods, while rural areas still favor bulk pickled foods [2] - Traditional sales channels dominate the market, accounting for 67%, but modern channels are growing rapidly at an annual rate of 23% [2] Strategic Recommendations - Companies are advised to develop precise product and marketing strategies that cater to both traditional and modern channels, addressing the diverse needs of different consumer groups [2] - The "demand-cost-culture" triangle model is suggested for product positioning in Vietnam, with a focus on stable demand products like hot pot and festive items like Buddha Jumps Over the Wall [2] Sales Channel Development - A four-step strategy for market entry is proposed: 1. Utilize e-commerce platforms like Tiki.vn for quick market penetration [3] 2. Partner with convenience stores like GS25 for targeted marketing strategies [3] 3. Enhance the overseas supply chain by establishing local central kitchens and shared factories [3] 4. Leverage cultural events to promote Chinese cuisine [3] Regional Market Trends - The Southeast Asian restaurant market is valued at $132.9 billion, with an annual growth rate of 8% to 12%, indicating a robust opportunity for Chinese cuisine expansion [3] - Vietnam is positioned as a strategic hub for entering the Southeast Asian market, with plans for a business investment exploration team to address practical challenges [3]

南方财经"预制菜经济"课题组 程浩 东莞报道 产业协会主办的预制菜国内大循环贸易交流研讨会在东莞举行。程浩 摄 活动当天，在由东莞市预制菜产业协会主办的一场预制菜国内大循环贸易交流研讨会上，广东东莞市和黑龙江省尚志市南北两地的政府官员、预制菜行业企 业家和物流巨头顺丰等企业齐聚一堂，共同探讨一个核心命题——如何让预制菜从"预先制作"迈向"预先盈利"。这场名为"预制"变"预利"的交流活动，不仅 是一场产业对话，更是一次国内大循环贸易的破冰实验。 近年来，预制菜产业在消费升级与供应链优化的双重驱动下迅猛发展，但行业仍面临产销脱节、物流成本高企、区域资源错配等痛点。尤其在复杂多变的国 际贸易环境下，打通国内大循环贸易通路，成为预制菜产业高质量发展的关键。 东莞市预制菜产业协会会长叶贺年介绍，中国预制菜市场规模已突破5000亿元，预计2025年将达万亿级别。受季节因素影响，供应链不畅通，没有建立稳定 的供应渠道，这种供需错配导致"南方企业买不到好原料，北方好原料卖不出好价钱"的尴尬局面。 以黑龙江的"北菜南运"为例，一吨蔬菜从黑龙江运至广东，物流成本占比高达20%—30%，且冷链断裂风险导致损耗率超过10%。顺丰速运 ...

1 、 《 房地产市场发展潜力 》摘要 2、 《 预制菜在市场上怎么就"消失"了？ 》摘要 ■ 202 5年4月15日，李强总理在北京调研时强调，要深入贯彻习近平总书记关于扩大国内需求的指示 精神，积极应对外部冲击，推动消费增长和内需扩大，其中，房地产市场作为促进内需的重要领 域，成为重点关注对象。 ■ 政府已出台多项支持措施，如保障性住房再贷款、专项债等，尤其是在收购存量商品房用于保障性 住房方面。 ■ 政府正在推动"好房子"建设，要求住宅项目安全、舒适、绿色、智能，这将进一步推动改善性住房 的需求。 ■ 北京有望进一步调整限制性政策，支持刚性和改善性住房需求，这对于房地产市场的复苏具有积极 影响，尤其是北京市场的修复可能对其他城市产生示范效应。 ■ 房地产开发和改造领域的投资者可以关注这些政策支持的机会，特别是在保障性住房和高质量住宅 的需求上。 ■ 通过教育项目、节庆活动和手作课程等方式，能够提升游客的参与感和对乡村文化的认同感，进而 提高客户的回头率。 ■ 通过建立会员大数据系统、线上商城以及社交媒体的活跃推广，企业能够精准分析客户偏好，并通 过低成本的方式扩大市场影响力。 ■ 2023年全国休闲农业 ...

来源：螺旋实验室 餐厅用了预制菜，菜单上却绝口不提 。超市里的预制菜包装，往往只突出便利性，对加工工艺、添加剂作用含糊其词。消费者付了钱，却连 自己吃进嘴里的是什么都搞不清楚，基本的知情权何在？ 作者丨安晓 编辑丨坚果 部分预制菜头部企业的日子更是不太好过，顶着"中国预制菜之王"光环的安井食品，在预制菜概念大火 的2021年，其A股市值一度达到约680亿元，但如今已跌去了450亿，净利润也在逐年走低。 封面来源丨Unsplash " " 已是春光明媚的四月，但对于整个预制菜行业来说，似乎还没有感受到融融的暖意。 2025年前三个月，关于预制菜相关的投融资事件数量寥寥无及，几乎已经再难看到头部企业和知名VC 再向这一领域押下重注。 上个月的315，预制菜果然没让人"失望"，又又"光荣"上榜。某头部连锁餐饮品牌因预制菜相关的"菌落 超标"问题，被市场监管部门重罚，一记响亮的耳光狠狠扇在行业脸上，也再次精准砸中了消费者那颗 对预制菜本就脆弱的小心脏。 曾经，预制菜被捧上神坛，顶着"解放双手"、"厨房革命"的光环，被资本吹上万亿风口，号称是打工人 的"续命神器"。可如今，当"科技与狠活"的标签被牢牢贴上，预制菜这盘" ...