The convenience "anti-epidemic package" is coming

Boxed pre-made dishes are delivered to a special delivery truck

Text | Xiao Wei

Since April, Dingdong Buy Vegetables (code: DDL) US stock prices have risen by 90.99%, and daily excellent fresh (code: MF) US stock prices have risen by 75.56% (Oriental Wealth Choice terminal), and the market generally believes that the above markets are related to the current domestic epidemic recurrence, and enterprises have taken the initiative to launch convenient "anti-epidemic packages".

The "Securities Daily" reporter learned that the convenience type "anti-epidemic package" takes pre-made dishes as the core product, and adopts measures such as mobile phone ordering, next-day delivery, and special disinfection, which has achieved good market response, and more listed companies have said that they will increase the number of prefabricated dishes. Experts suggest that in addition to listed companies participating in the prefabricated vegetable track, retail, logistics and warehousing enterprises should follow up and do a good job in supporting work to jointly escort the people's livelihood in the epidemic.

According to CCTV, since March, the overall sales of prepared dishes across the country have increased significantly. Among them, semi-finished clean dishes and snacks are the most popular, with sales of multiple items increasing by more than 50% compared with February. It is worth mentioning that the Daily Excellent Fresh Shanghai Epidemic Emergency Task Force decided to continuously increase the stocking and distribution capacity of goods, and provide the "anti-epidemic package" booked on the first day and delivered the next day to the sealed control community, and fully protect the "vegetable basket" and "grain bag" of Shanghai residents.

Since the outbreak of the epidemic in Shanghai, all localities have made great efforts to support Shanghai's epidemic prevention struggle. Costco, a warehouse-based membership-based retail supermarket in the United States, was given an urgent task to prepare 90,000 kits in two days. In the case of limited materials and transportation, Costco handed over some tasks to Xiangjia shares, and Xiangjia shares immediately completed the subcontracting task within one day, providing them with a large number of boxed chilled yellow feather chickens, practicing the work style of Xiangjia shares " no conditions, no reasons, no possibilities".

On March 31, Xiangjia received a letter of thanks from Prudentence-Jang, General Manager of Costco China, saying: "We could not have completed this difficult task without your company's assistance. Your actions not only reflect our good partnership, but also mean a lot to us. ”

Shimen native chicken rushed to shanghai's epidemic prevention struggle

He Yechun, secretary of the board of directors of Xiangjia Co., Ltd., introduced to reporters: "Behind the prefabricated dishes is a powerful supply chain management system, which requires the cooperation of all operating units. Under the premise of complying with the requirements of epidemic prevention and control, starting from 1 a.m. every day, dozens of live poultry loading trucks are distributed to their respective breeding bases and farmers, and the live poultry that has passed the sampling inspection will be uniformly transported to the Xiangjia Food Industrial Park. At 3:00 a.m., more than 300 slaughtering, dividing, and quality control employees arrived at their respective jobs on time. At 1:00 p.m., after slaughtering, pre-cooling, segmentation and packaging of Xiangjia fresh poultry, the quasi-fashion cold chain distribution special car, under the positioning, timing, fixed speed and constant temperature monitoring of the Beidou system, was transported to the Shanghai sales area of Xiangjia shares on time through the green channel. In addition to Costco, we also deliver boxed chilled chickens to more than 30 supermarkets such as Hema and Carrefour and more than 150 stores in the new retail system. Today, in Shanghai, from 1 a.m. to 9 p.m. every day, the Xiangjia fresh poultry cold chain delivery car delivers more than 20,000 Xiangjia fresh poultry to supermarkets and new retail stores in a timely manner. ”

Hema released the "2021 Box Area Housing New Year Goods Trend Report", and the annual sales volume of Hema semi-finished products was 4 times that of the previous year. In 2021, the sales volume of the whole line of prefabricated dishes increased by 300% year-on-year, and the penetration rate of orders including prefabricated dishes in the overall order has exceeded 40%. Shanghai, Changchun, Qingdao, Shenzhen and other cities have repeatedly prevented dine-in in many places, and the demand for prepared dishes related to "vegetable baskets" and "grain bags" has been further boosted. The convenience, efficiency, speed, safety, economy and many other advantages of prepared dishes have been fully displayed in this round of epidemic prevention struggle, and have been highly valued by many listed companies.

On April 6, the group standard of "Specification for Prepared Vegetable Products" led by Guolian Aquatic Products was reviewed by the China Cuisine Association, and the standard met the conditions for project establishment and approved the project. Guolian Aquatic Products said that the "Specification for Prefabricated Vegetable Products" declared this time makes unified provisions on prefabricated vegetable raw materials, processing technology, packaging, labeling, storage, cold chain transportation, microbial indicators, additive indicators, pesticide residue indicators, etc. Guolian Aquatic Products said that it will fully transform into prefabricated dishes, and has realized the transformation of aquatic products from kitchen ingredients to industrial mass production of prefabricated dishes, and the focus of products has gradually shifted from the previous primary processed products to prefabricated dishes.

On the morning of April 6, Hengshun Vinegar Industry said on the interactive platform that with the development of the "lazy house economy", prefabricated dishes have begun to rise, and the company has actively developed and laid out the product series to provide more convenient and healthier products to consumers. In addition to the above-mentioned companies, Sungnong Development, Chunxue Food, Dahu Shares, Jinjian Rice Industry, Joyvo Foods, etc. also said that they have mature prefabricated vegetable products on the market, which have been well received by consumers during the epidemic.

In view of the layout of listed companies, Professor Cao Erbao, deputy dean of the School of Economics and Trade of Hunan University and doctoral supervisor, analyzed: "In the shanghai epidemic prevention struggle, there have been problems such as the people's difficulty in buying vegetables and the expensive purchase of vegetables, and the emergence of prefabricated vegetables has provided new ideas and new methods for solving how to ensure the safety of 'vegetable baskets' and 'rice bags' in the epidemic prevention struggle. According to our team's observation, pre-made dishes have brought many conveniences to time-critical epidemic prevention volunteers, elderly people with limited mobility and disabilities, and young consumers who lack cooking experience. What needs to be seen is that it is far from enough for listed companies to devote themselves to the design and production of prepared dishes, but also need express delivery, distribution, warehousing, logistics, and retail enterprises to develop specialized distribution technologies, safe storage technologies and efficient sorting technologies, and send diversified prefabricated vegetable products to thousands of households in a timely manner, and jointly do a good job in the scale of the prefabricated vegetable industry chain. ”