highrollerroulette| Weizhixiang: The profit margin of the prepared food industry has increased, and the market size is expected to reach 1.072 billion yuan

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The prefabricated food industry faces a decline in the cost of raw materials.HighrollerrouletteThe market space is huge and the industry concentration is low. It is estimated that the size of China's prefabricated vegetable market will reach 1.072 trillion yuan in 2026. It is recommended to pay attention to the leading enterprises that have advantages in products, customer channels and supply chains.

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[prefabricated food industry ushered in profit release market] recently, the behavior of prefabricated food industry under the price of raw materials has brought the growth of profit elasticity. According to the data of Weizhixiang 2022 Annual report, the cost of direct materials for meat, poultry and aquatic products accounts for up to 91%.Highrollerroulette.51%, raw material price fluctuations have a significant impact on the cost end of prefabricated food, and have a significant impact on the level of profit margins. With the decline in the prices of agricultural products, meat and oils, the profit margins of prefabricated food enterprises are expected to be further improved.

The frozen food market grows steadily and the market scale of the frozen food industry continues to expand. According to the data of media consultation, the market size has reached 199.2 billion yuan in 2022 and is expected to increase to 330 billion yuan by 2025. Among them, the frozen hot pot industry has maintained steady growth, while the frozen rice products industry has entered a period of mature development.

The size of China's prefabricated food market will reach 419.6 billion yuan in 2022 and is expected to increase to 1.072 trillion by 2026. The distribution of prefabricated vegetable enterprises is more scattered, limited by local taste differences and transportation radius, there are more small and medium-sized enterprises, and the industry concentration is low.

Prefabricated food industry participants in each link of the industrial chain are mainly divided into five categories, including upstream agriculture, animal husbandry and aquatic products enterprises, traditional quick-frozen food enterprises, professional prefabricated food enterprises, catering enterprises and retail enterprises. The leading enterprises in all aspects of the industrial chain are actively laying out and gradually infiltrating upstream and downstream to seek new growth opportunities.

Multiple catering scenes bring new growth points to the B-end market, the acceleration of catering chain process provides soil for the development of prepared dishes. The savings in labor and energy costs of prepared food, as well as the improvement of dining efficiency, are expected to promote the rapid growth of the prepared food industry. In the C-end market, the rapid expansion of the C-end market has been promoted by the promotion of consumer education, the miniaturization of families and the acceleration of the pace of life, as well as the catalysis of epidemic factors.

Overseas market experience can be compared with the prepared food industry in developed countries, such as Japan and the United States.HighrollerrouletteChina has similarities in macro-driving factors, social living habits and infrastructure construction. With reference to the development path of overseas markets, the B-end market of prefabricated food in China still has significant room to rise, while the C-end market is also expected to continue to develop, and the market prospect is broad.

Investment advice pay attention to the leading enterprises in the trillions-level market space of the prefabricated food industry, we suggest that investors pay attention to enterprises with advantages in products, customers and channels, supply chain and so on. At present, the market is in the blue ocean stage, and the leading enterprises with competitive advantages will have the opportunity to stand out. It is recommended to pay attention to Anjing Food and Qianwei Central Kitchen. At the same time, it is recommended to pay attention to Longda cuisine, flavor Zhixiang and Barbie food.

Risk reminds investors that when considering investing in the prefabricated food industry, they should pay attention to risks such as macroeconomic fluctuations, less-than-expected recovery in consumption, food safety issues, fluctuations in raw material prices and increased competition in the industry.