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" ...

各位老铁周末好，我是把财经当连续剧追了二十年的帮主郑重。这周咱们的A股大戏又要开场，先给各位递上热乎的行情攻略——手把手教你在震荡市里淘 金子！ 先说这宏观经济这出戏啊，消费回暖唱得是渐入佳境。您瞅瞅刚出炉的3月CPI，核心数据已经在偷偷挺腰杆了，商场里扫码付款的"滴滴"声都比上个月欢 实。不过（敲黑板）制造业这头老黄牛可还在泥潭里打转呢，PPI那-2.5%的绿字看得人心慌。眼下就盯着4月的PMI数据，这要是能冲上荣枯线，咱们的工 业股可就有盼头了。 政策面这块儿，央妈最近在逆回购市场天天撒红包雨，惹得大伙儿都伸长脖子等降准大礼包。不过咱得把话撂这儿——别指望天上掉馅饼，美联储那头老鹰 还蹲在树上盯着呢。倒是科技圈要热闹了，AI大模型跟无人配送这俩新角儿马上要登台，保不齐能带起一波涨停潮。还有家电以旧换新这出老戏码，说不 定能唱出新调门。 国际场子最近可不太平，中东那边炮仗声噼里啪啦，搞得原油价格跟坐跳楼机似的。不过咱A股也有好消息——美联储可能要给5月例会加点降息戏码，要 是美元真趴窝了，北向资金这墙头草说不定就往回飘了。上周666亿的净流入看着热闹，这周又玩起"进进出出"的把戏，外资这心思可比姑娘家的脸还 ...

Group 1: Baijiu Industry - The current PE-TTM for the baijiu sector is 19.31 times, which is at the 6.18% percentile over the past decade, indicating significant safety margins [1] - High-end baijiu brands like Kweichow Moutai and Wuliangye are expected to maintain market share through "price protection and volume control" strategies, with projected net profit growth rates of 13.3% and 12.7% for 2024 respectively [1] - Regional leaders such as Shanxi Fenjiu and Jinshiyuan are benefiting from channel penetration and the recovery of banquet scenarios, with sales growth expected to exceed 30% during the 2025 Spring Festival [1] Group 2: Consumer Goods - The beer sector continues to see high-end trends, with Qingdao Beer achieving an ASP of 4200 yuan per thousand liters and Yanjing Beer having over 25% revenue contribution from its U8 flagship product [3] - Functional beverages like Dongpeng Beverage, which holds a 31% market share, are rapidly expanding into coffee and energy tea, with a projected revenue growth of 45% year-on-year by Q4 2024 [4] - Health drinks such as Xiangpiaopiao's zero-sugar freeze-dried fruit tea have seen online sales double, with a projected PE of only 20 times in 2025 [5] Group 3: Snacks and Prepared Foods - Online sales for snack brands like Three Squirrels have surged, with a 200% year-on-year increase in GMV through Douyin, while Yanjinpuzi's quail egg product has annual sales of 1 billion [7] - The prepared food sector is benefiting from B-end restaurant recovery and C-end penetration, with companies like Anjifood seeing 30% of their revenue from prepared foods after acquiring Frozen Food Mr. [8] Group 4: Seasoning and Baking Supply Chain - Leading seasoning brands like Haitian Flavoring have reduced channel inventory to 2.5 months, while Qianhe Flavoring has over 50% revenue from zero-additive soy sauce, benefiting from restaurant recovery and household consumption upgrades [10] - Yeast leader Angel Yeast is experiencing over 25% growth in overseas revenue due to capacity release and cost reductions [11] - Innovations in raw materials are seen in companies like Lihai Foods, which has a 60% year-on-year increase in cream revenue, and Huirong Technology, with 30% of its plant-based cream revenue coming from exports [12] Group 5: New Tea Beverage Supply Chain - The IPO of Mixue Ice City has a significant impact, with a frozen capital of 1.77 trillion HKD, benefiting related A-share companies in the supply chain [14] - Companies like Anjifood and Xianle Health are positioned as suppliers of jam and frozen fruits, while Yudong Technology and Hexing Packaging are focusing on eco-friendly solutions and cost advantages in packaging materials [15][16] - The global expansion plan of Mixue, with 46,000 stores, could lead to a 30%+ increase in orders for supply chain companies [17] Group 6: Policies and Industry Trends - The Chinese government's "restore and expand consumption" policy is expected to result in over 300 billion yuan in consumer subsidies by 2025, directly benefiting the food and beverage sector [18] - Retail sales are projected to grow by 3.5% year-on-year in 2024, with health food categories (low-sugar/low-fat) expected to exceed 20% growth [19] - Valuation shifts are evident, with many sub-sectors like seasoning having a PE of 28 times compared to a historical average of 40 times, alongside noticeable foreign capital inflows [19]