预制菜经济遇冷?预制菜今后还有立足之地吗?听听专家怎么说
预制菜行业在2024年虽遇冷,但说经济泡沫破碎还为时尚早,其背后的经济真相主要有以下几方面:
市场需求与消费者认知
C端市场有待拓展:尽管预制菜在快节奏生活中具有便捷性优势,但消费者对预制菜的认知度和接受度仍较为有限,部分消费者认为预制菜存在不新鲜、不卫生、不营养、不美味等问题。家庭烹饪的传统观念以及对新鲜食材的偏好,使得预制菜在C端市场的推广面临一定阻力。大白出评观察到,这种情况可能需要通过教育和宣传来改善。
B端市场竞争加剧与需求变化:B端市场是预制菜的主要销售渠道之一,但2024年餐饮企业普遍面临经营压力,价格战不断,利润压缩,导致对预制菜的采购成本控制更加严格,同时部分餐饮企业抵制预制菜,更倾向于现炒现制,使得大白出评了解到,预制菜企业在B端市场的竞争加剧且需求不稳定。
产品与竞争格局
同质化严重:目前预制造业产业的产品结构和品类相对单一,缺乏特色和差异化,各企业之间的产品同质化竞争严重,导致市场上的产品替代性强,消费者的选择余地较大,很难形成品牌忠诚度。
品质与安全质疑:央视315晚会曝光“劣质糟头肉梅菜扣肉”事件,引发了公众对 pré-prepared food 的反感与质疑。这些食品安全问题成为消费者关注焦点,如添加剂过多、营养流失、原材料质量等,都影响了消费对于pre-made meals 的信任度。
成本与利润
原材料价格波动:pre-packaged foods 的生产涉及多个环节,包括原材料采购、加工、包装及运输,因此成本控制至关重要。原材料价格波动及人工费用上升都可能会直接影响公司的盈利能力。
利润空间有限:B端 pre-cooked meal 的利润率相对较低,而C 领域由于激烈竞争以及顾客对于价位敏感,公司很难基于保证品质而显著提高售价,从而使整体利率受到限制。
供应链与物流
供应链不稳定: 作为 fast food suppliers, supply chain’s upstream is primarily fresh and agricultural products. Overall distribution is scattered; currently, the industry’s supply chain isn’t perfect or stable, making it susceptible to factors like raw material supplies and seasonal changes which leads to downstream companies facing unstable profits.
Logistics delivery limitations: Prepackaged dishes require high preservation demands necessitating an advanced storage logistics system as well as cold-chain transport technology. However, domestic cold chain transportation infrastructure remains inadequate thereby limiting the sales regions of prepared meals and broad business outreach increasing operational costs and risks for enterprises.
资本 与 投资
投融资热度下降: In comparison with previous years, there has been a significant decrease in investment heat towards pre-made dishes throughout 2024. According to data from Qichacha by mid December only about ten investment events related to this sector occurred while both years before saw over thirty cases each year.
Industrial park招商 难 : The boom of prepared dish industrial parks construction seen in past few years also cooled off significantly during 2024 where some already established parks faced low occupancy rates along with challenges finding new tenants revealing that capital’s willingness for investing into quick-fried assistance firms seems more cautious now.