Listed Company Watch
Recently, pre-made dishes have become popular among consumers, and many listed companies have poured into the field of pre-made dishes.According to Flush data, there are currently more than 70 stocks in the A-share prefabricated vegetable sector.Among them, Guolian Aquatic Products, a concept stock of pre-made dishes, revealed that the company focuses on pre-made dishes to upgrade its business model and promote the transformation from a comprehensive aquatic product provider to a comprehensive aquatic food manufacturer.
According to industry analysts, at present, the prefabricated vegetable industry is still in the early stage of development, the leading enterprises have not yet appeared, and many entrants are still in the exploratory stage.For consumers, the restoration of taste is a difficulty that prefab companies and channels need to break through.
Text and photos / All media reporter Zhang Lu of Guangzhou Daily
Losing money for three consecutive years, Guolian Aquatic bets on the prefabricated dish track
Guolian Aquatic Products, a concept stock of prepared dishes, has recently received attention from institutions.According to the investor relations activity table disclosed recently, it has accepted online research from more than 20 institutional investors such as New Fortune and Tianfeng Securities.
In this activity table, Guolian Aquatic Products pointed out that the company has been implementing the product matrix strategy of large single products and special small products. The company has now achieved omni-channel support for the sales of pre-made vegetables. From the beginning of product incubation, pre-made vegetables can be promoted in all channels. , to maximize the company's production scale.
As for the future planning of prefabricated dishes, Guolian Aquatic Products revealed that it will increase the research and development of prefabricated dishes this year, especially after June this year, there will be new products one after another. There are standardized dishes that can be rolled out to all channels.
It is worth noting that Guolian Aquatic received both an inquiry letter and a supervision letter in May.On May 29, Guolian Aquatic received a regulatory letter from the Shenzhen Stock Exchange due to reasons such as "the changes in accounting estimates for the provision of inventory impairment reserves were not disclosed in a timely manner", "the information disclosure of the top five suppliers was inaccurate" and "some manufacturing costs were inter-period".
At the same time, Guolian Aquatic received a letter of inquiry from the Shenzhen Stock Exchange due to three consecutive years of loss in performance, book value of inventory and inventory turnover.On May 17, Guolian Aquatic Products Announcement received an inquiry letter for the 2021 annual report issued by the Shenzhen Stock Exchange.Due to the three consecutive years of losses from 2019 to 2021, the Shenzhen Stock Exchange required Guolian Aquatic to explain whether there is uncertainty in the company's ability to continue operating, the reasons for the inconsistency between net profit and operating income, and whether the loss status will continue.
"The company focuses on pre-made dishes to upgrade its business model, and promotes the transformation from a comprehensive aquatic product provider to a comprehensive aquatic food manufacturer." This is Guolian Aquatic's reply to the inquiry letter for the 2021 annual report issued by the Shenzhen Stock Exchange due to losses for three consecutive years. .In 2021, the company achieved a total operating income of 4.47 billion yuan, a year-on-year decrease of 0.4%; the net profit attributable to the parent was -13.838 million yuan, compared with -270 million yuan in the same period last year, and the loss narrowed significantly.Among them, the revenue of the prefabricated vegetable business reached 841 million yuan, after 730 million yuan in 2020 and 600 million yuan in 2019, achieving a three-year consecutive increase.
Although there are trillions of market expectations, the industry has certain thresholds
Data shows that in 2021, the scale of China's prefabricated vegetable industry will be 345.9 billion yuan.
The reporter noticed that in recent years, listed companies have poured into the field of pre-made vegetables, not only those engaged in aquatic products and animal husbandry, but also those that sell fruits and vegetables, and make seasonings.According to Flush data, there are currently more than 70 stocks in the A-share prefabricated vegetable sector.
At the same time, Guolian Aquatic Products, Anjing Foods, Qianwei Yangchu, Sanquan Foods and other enterprises have increased their investment in pre-made dishes.In March this year, Anjing Foods announced that it expected to invest 1 billion yuan in the construction of Anjing prefabricated dishes production project.In January of this year, Guolian Aquatic Products issued a prospectus for the issuance of A shares to specific objects, showing that the company plans to invest 1 billion yuan to expand the production capacity of pre-made vegetables.
Huaxi Securities believes that the prefabricated food track is in the early stage of development, and companies that can take into account the breadth and depth of products may usher in development opportunities in the future.Prepared food companies need to take into account the supply of upstream ingredients, rich product flavors, standardized production and downstream supply chain improvement, and the ability to promote BC channels, as well as the upstream and downstream advantages of food and catering companies.
Industry insiders said frankly, "The processing technology of enterprises of different scales varies greatly, resulting in large differences in the quality of pre-made vegetables. It has certain thresholds and certain requirements in brand operation, food quality, marketing channels, R&D innovation, etc." For consumers In other words, the restoration degree of taste is a difficulty that prefab enterprises and channels need to break through.According to the "Research Report on the Development Trend of China's Prepared Vegetable Industry in 2022" released by iiMedia Research, the restoration of the taste of the prepared vegetables has become the biggest problem that consumers think need to be improved.
