Workflow
预制菜
icon
Search documents
2025年中国预制菜价值链分析:原材料是预制菜生产最大的成本来源,国内预制菜行业毛利率波动下滑
Qian Zhan Wang· 2025-06-06 08:11
Core Insights - The pre-prepared food industry in China is characterized by a significant cost structure, with raw materials being the largest component, accounting for over 75% of total costs [2][4] - The industry's pricing mechanism is influenced by supply-side costs, manufacturing value addition, distribution channel premiums, and consumer demand elasticity [4] - The value chain of the pre-prepared food industry shows a trend of "midstream collapse," with varying gross profit margins across different segments [5][9] Cost Structure - Raw materials, labor, and manufacturing costs are the primary components of pre-prepared food product costs, with raw materials including poultry, eggs, grains, vegetables, and seasonings [2] - Among competitive companies, raw material costs can be as high as 94.8% for specific products, while labor costs range from 3.5% to 10% [2] Pricing Mechanism - The pricing of pre-prepared food products is determined by a combination of supply-side costs, manufacturing costs, and distribution channel premiums, along with consumer demand elasticity [4] Value Chain Analysis - The gross profit margins across the pre-prepared food industry show that upstream raw material segments have low margins (below 10%), while packaging and retail segments have higher margins (20%-30%) [5][8] - The midstream segment, represented by specialized pre-prepared food manufacturers, has gross profit margins ranging from 10% to 25% [5] Industry Trends - The overall gross profit margin for pre-prepared food companies in China has been declining, from 20.07% in 2018 to 13.79% in 2024, driven by increased competition and the growing number of industry players [9]
预见2025:《2025年中国预制菜行业全景图谱》(附市场现状和发展趋势等)
Qian Zhan Wang· 2025-05-30 02:13
Industry Overview - The pre-prepared food, also known as pre-prepared dishes, is defined as packaged meals made from one or more edible agricultural products, which undergo industrial pre-processing without preservatives and are ready to be consumed after heating [1][3] - The pre-prepared food industry can be categorized into four types based on processing degree and subsequent handling: ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-assemble [1] Industry Chain Analysis - The production enterprises in China's pre-prepared food industry are mainly divided into self-produced and commissioned processing categories [3] - Key upstream participants include agricultural producers, initial processing companies, and packaging manufacturers, while downstream participants consist of various consumer outlets and logistics companies [6] Industry Development History - The pre-prepared food industry in China has evolved since the 1990s, with significant growth during the COVID-19 pandemic from 2020 to 2023, driven by changes in consumer behavior [9] - The industry is currently in a phase of enhanced food safety regulation and innovation to meet diverse consumer demands [9] Industry Policy Direction - The Chinese government has issued multiple policies to support and regulate the pre-prepared food industry, focusing on food safety management, production base construction, and cold chain logistics improvement [11] Current Industry Status - The market size of China's pre-prepared food industry has expanded significantly, growing from 244.5 billion yuan in 2019 to 516.5 billion yuan in 2023, with an average annual growth rate exceeding 20% [14] - The industry's gross profit margin has been declining, from 20.07% in 2018 to an estimated 13.79% in 2024, due to increased competition [16] Competitive Landscape - The majority of pre-prepared food production companies are concentrated in East and Central China, particularly in Shandong and Henan provinces, which account for a significant portion of the industry [21] - Leading companies in the industry include Shuanghui Development and Anjijia Food, with annual revenues exceeding 10 billion yuan [23] Future Industry Trends - The pre-prepared food industry is expected to continue its rapid growth, with market size projected to exceed 600 billion yuan by 2025, driven by urbanization, consumer demand upgrades, and agricultural industrialization [25] - The industry is moving towards standardization, diversification, and full-chain integration, with a focus on enhancing supply chain efficiency and food safety standards [26]
惠州博罗大湾区农产品基地今年建成 预计年产值300亿元
Group 1 - The core idea is that Bo Luo County is transforming its agricultural sector into a modern food industry, focusing on high-quality development and establishing a comprehensive industrial chain [1][2] - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" has been pivotal in promoting modern agriculture and food industries in Bo Luo County [1][2] - Bo Luo County aims for an 8.5% growth in modern food industry output value in 2024, with a total investment of approximately 6.14 billion yuan from 22 projects [1][2] Group 2 - Bo Luo County has established a specialized task force to enhance the modern agricultural and food industry, identifying key enterprises and investment projects to strengthen the industrial chain [2] - The county has developed a range of local specialty products, with six nationally recognized agricultural products and 33 "Yue" branded products, creating a foundation for a robust food processing center [2] Group 3 - Local companies like Guangdong Yonghuan Supply Chain Management Co., Ltd. are sourcing about 70% of their freshwater fish from Bo Luo, showcasing the effectiveness of local procurement [3] - The beverage company Guangdong Yatai Beverage Group has invested 600 million yuan in a new production base, projecting a revenue of 2.35 billion yuan in 2024, reflecting strong market demand [3] Group 4 - The Bay Area Agricultural Products Base in Bo Luo County is set to become the largest modern agriculture and food industry cluster in the Bay Area, with an expected annual circulation of 5 million tons of agricultural products and a service capacity of 30 billion yuan [4] - Over 80 enterprises have already settled in the base, covering various sectors such as fresh-cut vegetables, fresh exports, and prepared dishes [4] Group 5 - The deep processing of agricultural products, such as eggs, can increase their value by at least five times, indicating significant potential for value addition in the food industry [5] - The Bay Area Agricultural Products Base is designed as a "super platform" for modern agriculture and food industries, aiming to foster rapid growth for resident enterprises and promote agricultural integration [5]
2025年第21周:食品饮料行业周度市场观察
艾瑞咨询· 2025-05-27 10:07
Industry Overview - The market size of seabuckthorn beverage in China reached 650 million yuan in 2023, with Yuhang Group generating 220 million yuan in revenue. The industry is expected to continue growing from 2024 to 2030 due to various factors including technology and environmental barriers [1] - The market for Chinese health water has rapidly grown from 10 million yuan in 2018 to 450 million yuan in 2023, with projections to exceed 10 billion yuan by 2028. The competition is divided among traditional brands, new retail platforms, and time-honored pharmaceutical companies [4][17] - The pre-prepared food market is expected to exceed 1 trillion yuan by 2026, but concerns over food safety, such as illegal additives and hygiene issues, have raised consumer worries [7] Market Trends - The sugar-free tea market is experiencing fatigue, with some channels showing negative growth. The rise of Chinese health water is taking market share from sugar-free tea, leading to adjustments in shelf space [2] - The health-conscious trend among young consumers is driving the popularity of herbal drinks, with products like red bean and coix seed water gaining traction [5] - The Z generation is pushing for healthier drinking options, leading to the rise of sugar-free and low-calorie beers, which have reached a market size of 13.8 billion yuan, with 61% of sales coming from this demographic [10] Company Dynamics - Huiyuan Juice has responded to negative rumors about its business status, emphasizing its recovery and market leadership in 100% juice sales after a successful restructuring [12] - Li Ziyuan is entering the functional beverage market with its "VitaYoung" drink, aiming to capture a share of the 140 billion yuan market, but faces intense competition [14] - Starbucks has launched a new ready-to-drink tea and coffee series, focusing on high-quality ingredients and low-sugar formulations to meet health demands [18] Consumer Insights - The demand for personalized and health-oriented products is increasing, with companies needing to address consumer preferences for transparency and quality in their offerings [6][19] - The trend of "water-based health" is gaining traction among young consumers, with a focus on using traditional Chinese medicinal ingredients in modern beverages [5][9] - The market for children's milk is projected to grow at a compound annual growth rate of 5.6%, with A2 milk emerging as a new opportunity [16]
味知香: 2025年股票期权激励计划内幕信息知情人买卖公司股票情况的自查报告
Zheng Quan Zhi Xing· 2025-05-20 11:35
证券代码:605089 证券简称:味知香 公告编号:2025-026 苏州市味知香食品股份有限公司 买卖公司股票情况的自查报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据中国证监会《上市公司股权激励管理办法》(以下简称《管理办法》)、 《上市公司信息披露管理办法》、 本公司于 2025 年 4 月 25 日召开第三届董事会第六次会议,审议通过了《关 于 <苏州市味知香食品股份有限公司 ensp="ensp" 年股票期权激励计划="年股票期权激励计划" 草案="草 案"> 及其摘 要的议案》及相关议案。根据《管理办法》的有关规定,公司对内幕信息知情人 《上海证券交易所上市公司信息披露事务管理制 度指引》等法律、法规及规范性文件的要求,苏州市味知香食品股份有限公司(以 下简称"公司"、"本公司")遵循公司《信息披露管理制度》、 《内幕信息知情 人登记管理制度》的规定,针对公司 2025 年股票期权激励计划(草案) (以下简 称"激励计划")采取了充分必要的保密措施,同时对激励计划的内幕信息知情 人做了必要登记。 买卖公司 ...
广东预制菜掘金越南:1亿人口红利下的“厨房革命”与出海新机遇
中餐企业正带着成熟的供应链和市场经验主动走向国际。2024年,海外中餐门店已发展到近70万家,市 场规模近3万亿元。 眼下,出海的号角再次吹响,广东预制菜出海产业联盟组织的预制菜全产业链出海考察团将开启越南之 行。此前,考察团已奔赴澳大利亚、新西兰,参团企业签下多项国际订单,并达成投资合作,探索 出"共享工厂"这一产能出海的创新模式。此次考察将视线转移至越南,与越南粤商会充分合作,带领企 业抢滩东南亚市场。 东南亚地区有一定华人基础,风土人情更贴近,被视作中餐出海的"黄金地带"。据红餐产业研究院《中 国餐饮出海发展报告2024》,34.8%的中餐企业将其作为出海第一站。 此行目的地越南,自2016年起便是中国在东盟第一大贸易伙伴。"今年为中越建交75周年暨'中越人文交 流年',越南食品消费发展迅猛,广东预制菜出海恰逢其时。"越南粤商会执行会长吴焕彬表示,商会将 与南方财经全媒体集团共同谋划考察活动,率企业深入河内、胡志明等市开展一线调研,助力企业深入 了解政策法规和市场需求,破解认证标准、清真认证、本土化改良等实操难题。 中产崛起释放消费潜力 摩拳擦掌的预制菜企业,如何看待越南市场? 越南正处于人口红利期。数 ...
上桌——预制菜的前世今生
Jing Ji Guan Cha Bao· 2025-05-14 02:36
Group 1 - The core viewpoint of the articles highlights the rapid growth and expansion of the prepared food market in China, despite public controversies regarding food safety and hygiene standards, particularly in schools [1][16] - The market size of prepared food in China surged from 244.5 billion yuan in 2019 to 419.6 billion yuan in 2020, and is expected to exceed 1 trillion yuan by 2026 [1] - The modern concept of prepared food has evolved significantly, influenced by historical preservation methods and the development of food processing technologies [2][4] Group 2 - The prepared food industry has been shaped by advancements in food industrialization, packaging, and cold chain logistics, which have facilitated mass production and high-quality consumption [4][5] - The U.S. and Japan emerged as key markets for prepared food post-World War II, with the U.S. experiencing a boom in the 1950s due to changing family dynamics and the rise of fast-food chains [5][6] - The Asian market, particularly Japan, has developed a unique consumer-oriented model for prepared food, exemplified by innovations like instant noodles and convenience store offerings [6][7] Group 3 - The rise of central kitchens and prepared food is transforming traditional dining, reducing reliance on skilled chefs and altering the definition of cooking in the modern context [9][10] - The prepared food sector is increasingly integrated with e-commerce and live-streaming sales, which gained momentum during the COVID-19 pandemic, leading to significant sales figures for various brands [13][14] - The shift towards prepared food is also reflected in changing consumer behaviors, with younger generations favoring convenience and quick meal solutions over traditional cooking [14][15] Group 4 - The prepared food market is expected to continue growing, driven by urbanization, changing family structures, and the increasing pace of life, which necessitates quick meal options [7][15] - The integration of prepared food into dining experiences is evident, as consumers are willing to pay for the social and emotional aspects of dining out, even when similar quality meals are available at home [15][16] - The emergence of innovative marketing strategies, such as reality shows and immersive experiences, is creating new consumer engagement pathways in the prepared food sector [15][16]
惠发食品董监高再减持!上市8年大小非累计套现超3亿
Sou Hu Cai Jing· 2025-05-13 09:59
Summary of Key Points Core Viewpoint - The recent announcements regarding share reductions by executives at Huihua Foods highlight ongoing concerns about the company's financial performance and governance practices, raising questions about the value creation for shareholders amidst significant cash-outs by insiders [2][10][11]. Group 1: Executive Share Reductions - Five executives, including the vice presidents and the financial director, plan to reduce their holdings by a total of 131,900 shares, which is approximately 25% of their respective holdings, potentially cashing out around 1.21 million yuan based on the closing price of 9.17 yuan per share on May 12, 2025 [2]. - This reduction is part of a broader trend, as Huihua Foods has seen a cumulative cash-out of approximately 192 million yuan from small shareholders since its IPO in 2017, representing about 8.72% of the company's market value as of May 12, 2025 [3]. Group 2: Financial Performance - Huihua Foods has experienced a significant decline in financial performance compared to its peers, with revenue growth of only 105% from 9.39 billion yuan to 19.25 billion yuan between 2017 and 2024, while its net profit has turned from a profit of 60 million yuan to a loss of 170 million yuan [10]. - Cumulatively, the company has reported a net loss of approximately 1.7 billion yuan since its IPO, raising concerns about its ability to generate shareholder value [11]. Group 3: Governance and Regulatory Issues - The company has faced scrutiny from regulatory bodies, receiving warnings for discrepancies in financial disclosures and internal control failures, including the use of personal WeChat accounts for company transactions [12]. - The abrupt fluctuations in stock price, including multiple trading halts, have raised suspicions about the timing and motivations behind insider share reductions [8].
2025年第19周:食品饮料行业周度市场观察
艾瑞咨询· 2025-05-12 09:29
Group 1: Plant-Based Beverage Industry - The plant-based beverage industry is experiencing a divergence in performance among major companies, with some like Yangyuan Beverage seeing profit growth despite a slight revenue decline, while others like Huanlejia face declines in both revenue and profit [2] - Traditional plant-based beverages are limited by seasonal demand and face competition from emerging categories, necessitating innovation to meet the health-conscious preferences of younger consumers [2] Group 2: Chinese Condiment Industry - The Chinese condiment industry has evolved from a focus on export during the planned economy era to becoming a global rule-maker, with companies like Haitian Flavoring and Lee Kum Kee leading the way [3][4] - The industry is leveraging cultural exports and technological innovation to reshape its landscape, emphasizing quality and innovation to support the globalization of Chinese flavors [4] Group 3: Community Supermarkets - Community supermarkets are gaining traction, with brands like Ole' and Hema NB expanding rapidly, focusing on middle-class consumers and enhancing product quality and efficiency [5] - The core competitiveness of community supermarkets lies in product control and operational efficiency, requiring deep supply chain engagement and digital tool application [5] Group 4: Health and Wellness Trends - There is a growing trend among young consumers towards "light wellness" products, with a focus on health-conscious beverages that are low in sugar and calories [6] - Boxed water products have seen significant sales growth, with products like fig and flaxseed water experiencing a 130% increase in sales [6] Group 5: Instant Food Market - The instant food market is shifting from high-end products to a focus on affordability, with budget products now accounting for nearly 50% of the instant noodle market [7] - Future opportunities lie in diversifying flavors and adjusting strategies to meet the differentiated demands of various market segments [7] Group 6: Aging Population and Bakery Market - The aging population is driving demand for soft-textured baked goods, with health-oriented and age-appropriate products becoming market hotspots [9] - Innovations inspired by Japanese practices, such as low-sugar and low-salt options, are key directions for the industry [9] Group 7: Snack Food Market Forecast - The Chinese snack food market is projected to grow to 972 billion yuan by 2025, with nut snacks holding the largest market share [10] - The industry is witnessing a shift towards health-oriented ready-to-eat products, with e-commerce and live streaming becoming significant growth drivers [10] Group 8: Beverage Market Dynamics - The beverage market is undergoing adjustments, with significant growth in electrolyte water and tea beverages, while packaged water sales are declining [12] - Companies like Nongfu Spring and Eastroc Beverage are experiencing contrasting performance, highlighting the competitive landscape [12] Group 9: Pre-made Dishes Market - The pre-made dishes market is experiencing a cooling phase, with many leading companies facing revenue declines due to changing consumer demands and increased competition [14] - Opportunities remain in local specialties and high-end products, with new retail channels emerging as growth points [14] Group 10: Health Drink Innovations - The market for Chinese herbal health drinks is expanding rapidly, with sales increasing from 0.1 billion yuan in 2018 to an expected 10 billion yuan by 2028 [19] - Companies are focusing on packaging, formulation, and marketing to differentiate themselves in a competitive landscape [19] Group 11: Functional Beverage Market - The functional beverage market is becoming increasingly diverse, with brands like Zhenguanzhuang entering the market with zero-sugar options targeting health-conscious consumers [32] - The collaboration between Zhenguanzhuang and Super Extreme Drink aims to fill market gaps and cater to the preferences of the younger generation [32] Group 12: Snack Food IPO Trends - Recent trends show a surge in snack food companies seeking IPOs in Hong Kong, with brands like Three Squirrels aiming to solidify their market position [21] - These companies face challenges related to competition and growth bottlenecks, despite their ambitions for expansion [21]
食品产业园创新思路发力精准招商
Zhong Guo Shi Pin Wang· 2025-05-12 07:41
Group 1 - The article emphasizes the establishment of a multi-dimensional connection network through an innovative investment attraction mechanism, utilizing a "small team precision strike + key project targeted breakthrough" approach to enhance investment efficiency [1] - The focus is on major food industries such as condiments, garlic health foods, leisure foods, and prepared dishes, leveraging resources from the Shandong Province Condiment Association to benchmark and learn from successful experiences in regions like Dezhou and Jiangsu [1] - Specialized investment teams are formed to engage frequently with key projects, including those from the Chinese Academy of Forestry and the Chinese Academy of Agricultural Sciences, to create personalized landing plans and expedite project signing [1] Group 2 - The article discusses deepening the industrial ecosystem to create a full-chain aggregation magnetic field, particularly in the dual-spicy condiment industry, by collaborating with the Shandong Province Condiment Association and hosting specialized training sessions [1] - In the garlic health industry, partnerships with universities and experts are highlighted to promote research and development of functional foods and health products, while the black garlic industry aims to establish international standards and develop diversified products [1] - The leisure food and prepared dish sectors are supported by core companies like Daoxiangcun and Fuying Foods, with initiatives to establish production centers and introduce key projects in pre-prepared food processing [1] Group 3 - The article outlines the strengthening of factor support to create a high-level investment environment, ensuring the timely production of key projects such as the 20,000-ton compound seasoning deep processing project [1] - Collaboration with local regulatory and agricultural departments is emphasized to reassess and exploit the brand potential of "Jinxiang Garlic," aiming to expand domestic and international market shares through diversified promotion [1] - The article also mentions partnerships with leading e-commerce influencers to promote black garlic products, thereby broadening market channels and enhancing the brand and market environment [1]