Text/Agricultural Finance-Big Country Fishery Reporter Sun Han Sui

Since the first quarter of this year, the concept stocks of prefabricated vegetables have become the focus of market attention. With the publication of a series of 20021annual reports of enterprises, there have been many changes and even polarization in the prefabricated vegetable industry. Among the related concept stocks, several companies with high correlation with aquatic products are selected to sort out and analyze the contents of their annual reports and business development.

1

Guolian aquatic products

In 20021,Guolian Aquatic Products achieved a total operating income of 4.474 billion yuan, down 0.44% year-on-year; The net profit attributable to shareholders of listed companies was about-13,837,900 yuan, down 94.85% year-on-year. From 20 19 to 202 1 year, the net profit of Guolian aquatic products after deduction was lost year after year, and the losses were 463 million yuan, 3180,000 yuan and13,837,900 yuan respectively, which was obviously narrowed. In the first quarter of 2022, non-net profit was deducted to turn losses, ending the situation of losses for three consecutive years.

During the business period, the revenue of prefabricated vegetables reached 84 1 100 million, an increase of 15.2% compared with 730 million yuan disclosed to the public in 2020, and the proportion of the total revenue of the company rose to 18.8%. The prepared dishes of Guolian Aquatic Products are mainly prawns, crayfish and fish, and a complete set of prepared dishes system is built under the brand of "Xiaobalong", which covers the series of instant cooking, rice noodle wrapping, preparation, hot pot, crayfish and flavored fish, and basically covers the main consumption scenes from the dining table to the restaurant.

2

Baiyang stock

Baiyang shares 202 1 achieved a revenue of 2.905 billion yuan, a year-on-year increase of17.03%; The net profit attributable to shareholders of listed companies was 26.8310.5 million yuan, up 20.55438+0% year-on-year; The basic earnings per share is 0.08 yuan/share.

The dishes made in the early stage are mainly black fish fillets, crispy fish fillets without paste, crispy fish fillets in hot pot and other products processed from black fish and Hainan snapper, as well as Basha fish fillets, gluttonous crabs and three fresh crab chops. The brands are mainly Beifeng and Qiaojia. At present, the company sells in Jiangsu, Zhejiang, Shanghai, Shandong, Henan and other places, mainly through wholesale circulation channels, and is also actively carrying out experiential marketing.

three

Anjing food

The annual report shows that the annual income of Anjing Food 202 1 is 9.272 billion yuan, an increase of 33. 12% over the previous year. Operating profit was 860 million yuan, an increase of11.05% over the previous year; The net profit attributable to shares was 682 million yuan, an increase of 13.00% over the previous year. In terms of products, the income of flour and rice products was 2.054 billion yuan, an increase of 23.60% over the previous year; The income from meat products was 210.42 billion yuan, an increase of 1.9 1.6% over the previous year. The income of minced fish products was 3.478 billion yuan, an increase of 23.07% over the previous year.

This year, Anjing Food spent 600 million yuan to lay out the crayfish business. Anjing Food said that the company has the first-Mover advantage in entering pre-made dishes. At present, the prefabricated vegetable industry has entered a period of rapid growth, and Anjing Food will strive to build the company's popularity and influence in the prefabricated vegetable industry. Among them, in 20021year, the sales of dishes in Anjing increased by 1 12.4 1% year-on-year, reaching1429 million yuan.

four

Haodangjia

In 20021year, the operating income was1.25.4 million yuan, a year-on-year increase of1.91%; The net profit attributable to shareholders of listed companies is about 66 176 1 ten thousand yuan, up 6.31%year-on-year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses is about 23,809,900 yuan, up 51.7% year-on-year; The basic earnings per share is 0.045 yuan.

The dishes prepared by the company are: sea cucumber, vegetables, meat, pasta and aquatic products, which are divided into domestic products and export products.

five

Hu Da stock

Realized operating income of 654.38+29.2 million yuan, a year-on-year increase of 37.99%; The net profit attributable to shareholders of listed companies was-6,543.8+80 million yuan, compared with 4,654.38+0,765.438+0.6 million yuan in the same period of last year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was-87,909,500 yuan, compared with a loss of 2,965,438.0+069,600 yuan in the same period of last year; The basic loss per share is 0.37 yuan, and no profit distribution is made, nor is capital reserve converted into share capital.

According to the company's homepage, pre-cooked dishes include fish slices with pickled vegetables, boiled fish slices, crayfish, fish heads with chopped peppers and so on.

six

Haixin food

During the reporting period, the company achieved operating income of 65.438+55 billion yuan, down 3.45% year-on-year; The net loss was 34.4345 million yuan, a year-on-year decrease of 148.49%. Among them, the income of quick-frozen fish products and meat products reached 65.438+33.7 billion yuan, down 6.84% year-on-year; Room temperature snack food income1.1.70 billion yuan, up 3.03% year-on-year; The income of quick-frozen rice flour products was 726,865,438+million yuan, up 90.73% year-on-year.

The company's prefabricated vegetable products take quick-frozen surimi products as the core, taking into account other quick-frozen foods such as quick-frozen meat products.

As can be seen from the above, although various enterprises have proposed to develop prefabricated dishes, there are great differences:

1, the development of prefabricated dishes is different. Taking Guolian Aquatic Products, Anjing Food and Haodangjia as examples, prefabricated dishes have been positioned as the main development strategy of enterprises. Guolian mainly focuses on shrimp products and high-grade sea cucumber food. From the development history of these enterprises, we can see that the development of prefabricated dishes is well combined with the company's professional expertise, forming a superposition advantage from all aspects.

2. Although some enterprises have laid out prefabricated dishes, in the short term, prefabricated dishes can't provide strong support for their business, and enterprises can't get rid of the past main business model for the time being, and the profit and loss situation is mainly determined by the main business.

3. Different from enterprises that have laid out pre-cooked vegetables for many years and mastered network channels, quite a number of enterprises are still unfamiliar with the pre-cooked vegetable industry and are in the initial stage, and many aspects such as target market, business planning and development strategy are still unclear and still in the exploratory stage, and tuition fees are not excluded.

According to media analysis in the food industry, the popularity of prefabricated dishes has attracted a lot of capital attention, but the most important thing is its long-term follow-up development. At present, there are three key points for the industrialized vegetable industry to achieve a sustained upward trend: price, standardization and recognition.

One is the price. At present, the first hurdle for prefabricated vegetables to enter thousands of households is the price. According to preliminary observation, most brands of prefabricated vegetables in the market are not priced low, and the gross profit margin of many prefabricated vegetable products is above 50%. Such a price may not have a significant advantage in replacing traditional meals and stepping onto the table of more people.

The second is product standardization. At present, due to the lack of uniform industry standards for prefabricated vegetables, the price difference of the same type of prefabricated vegetables can even reach more than 30%. This not only has food safety hazards, but also is not conducive to the further promotion of products. With the continuous strengthening of food safety supervision and the further development of the industry, the industry norms of relevant departments will be introduced one after another.

The third is recognition. China's food culture is extensive and profound, with different tastes in different places. Prefabricated food enterprises often face practical problems that are difficult for everyone to adjust. How to adapt to the taste preferences of consumers in different regions? This is an important issue in the C-end market. For people who love China's food culture, it is the basic demand to have good taste and color. Whether it is a high-end hotel or a street snack, we pay attention to fresh fireworks. Prefabricated dishes are all produced by factory process, and how to satisfy the appetite of more people needs more research.

202 1 Some aquatic pre-cooked vegetable enterprises reported changes in income and profit.

Some products of aquatic prefabricated vegetable enterprises (aquatic products)

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Author: Collection of Agricultural Treasures-Fishermen of Sun Daguo

Editor: Zheng (micro-signal zhengyun 1 1, please add WeChat to the news.

The 2nd China King Kong Shrimp Club.

The first national seminar on upgrading shrimp culture mode in high-level ponds

Time: Late May 2022

Venue: Kingston Hotel Zhangpu, Fujian

organization structure

Organizer:

Southern newspaper group

Organizer:

Southern rural newspaper, agricultural treasure book, big country fishery

Guide (to be determined):

National shrimp and crab industry technology system

China Aquatic Products Circulation and Processing Association

Science and technology innovation alliance of shrimp industrialized breeding

Fujian province aquatic products technology popularizing station

Hai' nan province shrimp breeding association

Zhanjiang xiamiao association

Strategic Cooperation Unit: ...

Joint commitment:

Hengxing shares and Tongwei shares

Guangdong yuehai feed group

Special title unit:

Fujian yousheng feed co., ltd

Co-organizer:

Zhi Ming Group

Fujian haida feed co., ltd

Aohua group

Support unit:

Qingdao saiweisen engineering co., ltd.

Fujian Yizhou aquatic products seedling co., ltd

Mineral water title:

Xiamen aibao biology science and technology co., ltd

Real-time title:

Zhangzhou Taiwanese Investment Zone jiaomei Shuiqilin Aquatic Products Farm

Welcome strategic cooperation units, joint contractors, co-organizers and supporting units to cooperate with outstanding enterprises in hot investment promotion.

Supporting media: People's Daily, Xinhuanet, Zhongxin.com, Phoenix.com, Nanfang Daily, Nanfang Weekend, Nanfang Metropolis Daily, 2 1 Century Business Herald, Hong Kong Business Daily, Dayue.com and Tencent News. ...

News client: Netease news, today's headlines, South+

Live broadcast platforms: South+Client, Tik Tok, Auto Aauto Quicker and Weizan.

theme

1, the present situation and future development trend of China king kong shrimp industry.

2. Analysis on the innovation of industrial model and key profit points of King Kong Shrimp under the new situation.

3. The key technology upgrade and pathogen detection of King Kong shrimp breeding.

4, King Kong shrimp culture diseases and solutions.

5. The latest research progress and popularization of Penaeus monodon culture.

6. The innovation of king kong shrimp culture mode and the actual sharing of feed formula upgrade.

7. Changes and future trends of consumption structure of King Kong shrimp in China.

8. Thinking about the king kong shrimp industry: the road to transformation and upgrading of the king kong shrimp industry in the next five years.

9. Thinking of King Kong shrimp seedlings: The price war of overcapacity has started. How can seedling enterprises keep up with the new ones?

Parallel activity

1, 2022 China King Kong Shrimp Industry Chain High-end Brand Billboard

Choose China brand feed enterprises.

(Leading enterprises, cutting-edge enterprises, brand enterprises, product enterprises and service enterprises)

Choose feed products from China.

(Pioneer product of King Kong shrimp material of the year, explosive product of King Kong shrimp material of the year)

China King Kong Shrimp Enterprise Selection

(annual shrimp brand, annual cutting-edge brand, annual leading enterprise, word-of-mouth enterprise, etc.). )

Choose the word-of-mouth brand of China King Kong Shrimp.

Select outstanding animal insurance enterprises

(annual animal protection brand, annual technical service enterprise, annual animal protection leading enterprise, annual cutting-edge enterprise)

Select animal protection products of the year

Select the top 30 outstanding dealers.

Selection of TOP 10 of standard rough field for shrimp breeding in Fujian

China king kong shrimp was selected.

(Hainan shrimp king, Fujian shrimp king, Guangdong shrimp king, Guangxi shrimp king, Zhejiang shrimp king, Jiangsu shrimp king, Shandong shrimp king)

China King Kong Shrimp Industry Top 20 was selected.

2. Build a docking platform for the production and marketing of king kong shrimp.

It is planned to invite purchasing representatives such as Boxma Xiansheng, Yonghui Supermarket, Pupu Supermarket, Ding Dong Shopping, Meituan Shopping, Qian Dama, JD.COM and so on to conduct production and marketing docking with dealers and farmers.

3. National seminar on upgrading shrimp culture mode in high ponds (before the meeting)

Invite dozens of shrimp farmers, King Kong shrimp king and excellent distributors to discuss how to upgrade the advanced pond culture mode:

Investigation report on shrimp culture in national advanced ponds in 2022

This paper discusses the problems and solutions of shrimp culture in high-level pond.

Design and layout of high-level pool and upgrading of pool structure

Application of online dissolved oxygen meter, automatic sewage system and automatic bait feeder in high-level pond.

Effective disease prevention and control strategies for advanced swimming pools

How to choose high-quality seeds, feed and animal protection?

How to optimize the "white+black" mode of high pool?

participant

Participants included the heads of relevant government departments, experts and scholars in the industry, personnel from enterprises such as aquaculture inputs, circulation and food, 200 large-scale distributors, 100 standard roughing yards and 300 large-scale aquaculture enterprises.