Six departments including the State Administration of Market Supervision and Administration issued the “Notice on Strengthening Food Safety Supervision and Promoting High-Quality Development of the Prepared Food Industry”. The senior industry insiders interviewed all said that they welcome the introduction of regulatory standards for prepared dishes at the national level. Standardization and standardization of the industry is a good thing for the healthy development of the industry.

According to people in the industry, this will benefit the development of leading companies.

In the past few years, the development of the prepared food industry has shown a blowout trend, and the scale of the industry has expanded rapidly. According to the “2023-2025 China Prepared Food Industry Operation and Investment Decision Analysis Report” released by Ai Media Consulting, the size of China's prepared food market is 419.6 billion yuan in 2022. It is expected to reach 510 billion yuan in 2023, and is expected to rise to trillion yuan in 2026.

Significant progress has been made in setting national standards for prepared dishes in China. The submission draft has already been prepared. It is expected to be officially confirmed and officially released within the next six months. The biggest highlight of this standard is that preservatives are prohibited and must be transported in the cold chain.

Fangzheng Securities's March 22 research report pointed out that at present, the competitive pattern in China's prepared food industry is quite scattered. The “Notice on Strengthening Food Safety Supervision and Promoting High-Quality Industrial Development” is conducive to increasing industry concentration, optimizing the competitive pattern, and welcoming new development opportunities for the prepared food industry. Furthermore, building explosives and seizing niche markets is the core of an enterprise's initial breakthrough from the Red Sea competition. Rapid expansion of production capacity and intensive channel cultivation guarantee the company's sustainable development.

Companies related to prepared dishes:

Pot ring (02517): In March of last year, pot circle tried to open a pre-made food market through a picnic camping scene in Guangdong, and launched a variety of prepared dishes, including coconut chicken fondue, cheese and shrimp pancake, fatty beef enoki mushroom rolls, cold seasoned tripe, and lamb with cumin.

Xiabu Xiabu (00520): Earlier, the company announced that its company Xiabu Foods has launched a variety of new prepared dishes and microwave rice products, setting up an economic circuit for prepared dishes and fast food. Pre-made dishes such as chicken with fish gum and pork belly chicken produced by the company have already been launched on e-commerce platforms. The next step is to set up offline supermarkets, etc.

Haidilao (06862): In the delivery business, Haidilao has opened up a new market for prepared dishes. Unlike fast food, which is delivered in one hour, Haidilao's prepared dishes are delivered the next day. Products include crayfish, crispy meat, fried fresh milk, cheese, and tomato pot.

Yihai International (01579): The company is an exclusive base supplier under Haidilao. It has established four sub-brands: Haidilao Seasoning, Chopstick Chef, Wow, and Yueyihai. Among them, Haidilao Seasoning has launched convenient fast food products, while the Chopsticks Chef and Yueyihai product categories include semi-finished products.

Chinese Food Safety (08283): The company innovatively launched SaaS+ services for the prepared food industry around the prepared food industry, and built a complete management system and commercial enabling system for the development of the prepared food industry.