Text/Agricultural Finance Collection-Sun Suihan, a fishery reporter from a big country

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

1

Guolian aquatic products

In 20021year, 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, a year-on-year decrease of 94.85%. From 20 19 to 2021year, the non-net profit of Guolian Aquatic Products suffered losses year after year, with losses of 463 million yuan, 30.1800 million yuan and13,837,900 yuan respectively, which narrowed obviously. In the first quarter of 2022, the non-net profit was deducted to turn losses.

During the business period of prepared vegetables, the revenue reached 8.4 1 100 million, an increase of15.2% compared with the 730 million yuan disclosed in 2020, and its proportion in the company's total revenue rose to18.8%. The prepared dishes of Guolian aquatic products are mainly prawns, crayfish and fish, and a complete system of prepared dishes has been built under the brand of "Xiaobalong", covering the series of quick cooking, powder wrapping, rice noodles, conditioning, hot pot, crayfish and flavored fish, and basically covering the main consumption scenes from the dining table to the restaurant.

2

Baiyang stock

Baiyang Co., Ltd. achieved a revenue of 2.905 billion yuan in 202 1 year, a year-on-year increase of17.03%; The net profit attributable to shareholders of listed companies was 26.83.150,000 yuan, a year-on-year increase of 20.51%; The basic earnings per share is 0.08 yuan/share.

Pre-made dishes 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 crab 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 revenue of Anjing Food in 20021year was 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 returned to shares was 682 million yuan, an increase of 13.00% over the previous year. In terms of products, the revenue of flour and rice products was 2.054 billion yuan, an increase of 23.60% over the previous year; The revenue of meat products was 210.42 billion yuan, an increase of19.16% over the previous year; The revenue of surimi 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 to enter the prefabricated dishes. At present, the prefabricated dish industry has entered a period of rapid growth, and Anjing Food will strive to build the company's popularity and influence in the prefabricated dish industry. Among them, in 20021year, the sales volume of dishes in Anjing increased greatly 1 12.4 1% to1429 million yuan.

four

Haodangjia

In 20021year, the operating income was1254 million yuan, a year-on-year increase of1.91%; The net profit attributable to shareholders of listed companies is about 66 17.6 1 10,000 yuan, up 6.31%year-on-year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was about 23.8099 million yuan, up 51.7% year-on-year; The basic earnings per share is 0.045 yuan.

The company's prepared dishes include: sea cucumbers, vegetables, meat, pasta and aquatic products, which are divided into domestic products and export products.

five

Dahu stock

Realized operating income of1292 million yuan, a year-on-year increase of 37.99%; The net profit attributable to shareholders of listed companies was-10.80 billion yuan, compared with the profit of 417.160,000 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 29169,600 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, the 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 of1550 million yuan, a year-on-year decrease of 3.45%; The net loss was 34.4345 million yuan, down 148.49% year-on-year. Among them, the income of quick-frozen fish products and meat products was1337 million yuan, down 6.84% year-on-year; The income of normal temperature snack food was1.1700 million yuan, up by 3.03% year-on-year; The income of quick-frozen rice flour products was 7268. 1 10,000 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 significant differences:

1, the positioning 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 focuses on shrimp products and focuses on high-grade sea cucumber foods. From the development history of these enterprises, it can be seen 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 already 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 status is mainly determined by the main business.

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

According to the 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 still three key points for the prefabricated vegetable industry to achieve a sustained upward trend: price, standardization and recognition.

One is the price. At present, the first hurdle for prefabricated dishes to enter thousands of households is price. According to preliminary observation, the pricing of most brands of prefabricated vegetables on the market is not low, and the gross profit margin of many prefabricated vegetables 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 unified industry standards for prefabricated vegetables, the price difference of the same type of prefabricated vegetables can even be 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, industry norms of relevant departments will be introduced one after another.

The third is recognition. Chinese food culture is extensive and profound, and tastes vary from place to place. Prefabricated food enterprises often face the realistic problem that it is difficult for everyone to adjust. How to accommodate the taste preferences of consumers in different regions? This is an important issue in the C-end market. For those who love Chinese food culture, it is the basic appeal to have good color, flavor and taste. Whether it is a high-end hotel or a street snack, it pays attention to fresh fireworks. Precast dishes are produced by factory process, and how to satisfy the appetite of more people needs more research.

Changes of revenue and profit of some aquatic prefabricated vegetable enterprises in 20021annual report

Some products of aquatic prefabricated vegetables enterprises (aquatic products)

Reprint statement

The copyright of this article belongs to ncbd0000, and it is not allowed to be reproduced without authorization.

Author: A Collection of Agricultural Treasures-Sun Suihan, a Fisherman from a Big Country

Editor: Min Min, Zheng Yanyun (micro-signal zhengyun11,please add WeChat for news breaking and reprinting authorization.

The 2nd China King King Kong Shrimp Club.

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

Time: Late May 2022

Venue: Fujian Zhangpu Kingston Hotel

organizational structure

Organizer:

nanfangbaoyejituan

Organizer:

Southern rural newspaper, agricultural treasure book, big country fishery

Guiding unit (to be):

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 shrimp fry association

Strategic cooperation unit: ...

Joint undertaking:

Hengxing shares and Tongwei shares

Guangdong yuehai feed group

Special title unit:

Fujian yousheng feed co., ltd

Co-organizer:

Mingzhi group

Fujian haida feed co., ltd

Aohua group

Support unit:

Qingdao Sai wesen Engineering Co., Ltd.

Fujian Yizhou aquatic products seedling co., ltd

Mineral water title:

Xiamen aibao biology science and technology co., ltd

Live title:

Zhangzhou Taiwanese Investment Zone jiaomei Shuiqilin Aquatic Products Farm

Strategic cooperation units, joint contractors, co-organizers and supporting units are welcome to cooperate with outstanding enterprises in the hot investment promotion.

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

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

Live broadcast platform: South+Client, Tik Tok, Aauto Quicker, Weizan.

Main topic

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. Key technology upgrade and pathogen detection of King Kong shrimp seedling.

4, King Kong shrimp breeding diseases and solutions.

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

6. Innovation of King Kong shrimp culture mode and actual combat sharing of feed formula upgrade.

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

8. Thoughts on King Kong Shrimp Industry: the road to transformation and upgrading of King Kong Shrimp Industry in the next five years.

9. Thoughts of King Kong Shrimp Seedlings: The price war of overcapacity has started, and how can Miao enterprises keep up with the new ones?

Concurrent activities

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

Select China brand feed enterprises.

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

Select feed products in China.

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

Selection of China King Kong Shrimp Enterprises

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

Select 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 the annual animal protection products

Select excellent dealer TOP30

TOP 10 of rough field for selecting Fujian shrimp seedlings

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)

TOP 20, the pioneer of China King Kong Shrimp Industry, 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, Dingdong Shopping, Meituan Shopping, Qian Dama, JD.COM, etc. to conduct production and marketing docking with dealers and farmers.

3. National seminar on upgrading shrimp culture mode in high-level ponds (pre-meeting)

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

Investigation report on shrimp culture in national high-level ponds in 2022

This paper discusses the problems encountered in shrimp culture in high-level ponds and the solutions.

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

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

Effective disease prevention and control strategy in high-level pool

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

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

Participants

Participants include the heads of relevant government departments, experts and scholars in the industry, personnel of enterprises such as aquaculture inputs, circulation and food, 200 large distributors, 100 standard rough yards, 300 large aquaculture enterprises, etc.