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Food and beverage industry information (issue 3)
01
Industry status
1. In recent years, sheep milk powder and organic milk powder have maintained a growth rate of more than 20% / 40% respectively. According to the frost Sullivan report, the market size of goat milk powder in China is expected to increase from 17.2 billion yuan in 2018 to 37.6 billion yuan in 2023, with a compound annual growth rate of 16.9%. The market scale of organic milk powder is still small, but the growth rate is very fast. From 1.8 billion yuan in 2016 to 5.8 billion yuan in 2019, with a compound annual growth rate of 47%. Compared with milk powder, goat milk powder is closer to breast milk, easier to absorb and less allergic. The core advantage of organic milk powder is that the whole process is natural and pollution-free.
2. According to customs data, compared with 2018, the number of imported infant milk powder decreased by 17% in 2019, with a decrease of 3% from January to August in 2020 compared with January to August in 2019, continuing the previous downward trend. The number of imported milk powder decreased, while the sales of domestic milk powder increased. According to the data of China Dairy Industry Association, in 2019, domestic infant milk powder accounted for 67% of the market share, and Chinese milk powder began to win the trust of Chinese mothers again.
3. According to the data released by Jingdong, in the first half hour of this year's "double 11", the turnover of Jingdong's health, nutrition and health care products increased by more than five times, and the turnover of imported health care products increased by more than two times. Among them, the turnover of special diet category increased by 15 times, and that of vitamins and minerals category increased by 10 times. Similarly, from this year's list of double 11 day cat health food, nutrient supplements are the most popular among consumers, and the sales of vitamins have increased by more than 1600%. Among them, the sales volume of foreign health care products brands ranks in the forefront, and only a few domestic well-known brands can compete with it.
02
Corporate news
1. Guolian aquatic cold chain shrimp products were tested positive. On November 13, Lanzhou CDC implemented the normalized epidemic prevention and control measures, and found that one of the imported frozen shrimp inner packaging samples from Tianjin Customs was positive.
2. As of September 30, Aoyou's revenue was about 5.758 billion yuan, up 22.8% year on year. Revenue growth continues to slow down, Q3 drags net profit growth, and sheep milk powder business drags Q3 performance growth. However, from a series of actions and results of Aoyou, its layout and expansion direction of sheep milk powder will not change.
3. On November 9, according to tianyancha, Yuanqi forest's laomengle (Beijing) beverage Co., Ltd. was established. Many new companies and trademarks have adopted this kind of "random" naming, including Mengniu and Coca Cola's "keniule dairy products Co., Ltd." and so on.
4. In the short run, the "rice flour oil" industry operated by golden dragon fish has become saturated, and its share in these three fields is relatively large. In 2019, the market share of golden dragon fish in small package edible oil, rice and flour will reach 38%, 18% and 26% respectively. With the homogenization of products and the government's price control, its growth mainly depends on continuously promoting the upgrading of product structure, such as European Union Viveland. In addition, the increase of industry concentration caused by the substitution of packaging products for bulk products is also the logic to support the growth of goldfish in the next few years. In addition to the fact that the edible oil sector has achieved the tripartite confrontation of golden dragon fish, COFCO and Luhua, the market competition in rice and flour is still relatively scattered, with CR3 only 41% and 44% respectively. In the long run, the core of the leapfrog development of goldfish is condiment. For example, the company's maruzhuang soy sauce products went on the market in October last year. The biggest value of goldfish is brand and channel.
5. Qianhe flavor industry announced on the evening of November 13 that the company plans to adjust the 360000 ton condiment production line project to the construction of 600000 ton condiment intelligent manufacturing project. The construction content of the project is an annual production capacity of 500000 tons of brewing soy sauce and 100000 tons of cooking wine.
6. This reorganization of Huishan dairy industry highlights the strategic layout of Yuexiu group in the field of agricultural food, that is, to build a "4 + F" industrial system integrating dairy industry, animal husbandry, food processing and commercial circulation. In this system, the supporting role is "pig" and "cow". The former is the whole industry chain of pig breeding, while the latter is the whole industry chain of dairy products covering high-quality cows and milk sources. Yuexiu group is looking forward to making use of Huishan dairy's good industrial foundation and brand accumulation to build the two dairy sectors into a food sector with a revenue of more than 10 billion yuan during the "14th five year plan".
7. Zhongjing food's stock subscription officially started on November 11, raising nearly 1 billion yuan. According to the prospectus of Zhongjing food, the funds raised by the IPO will be used for the project of seasoning sauce production line with an annual output of 30 million bottles, the construction project of seasoning ingredient production line with an annual output of 1200 tons, the construction project of marketing network and the project of replenishing working capital.
8. Liangpinpu, which signed a 300 million yuan Brazilian pine nut raw material cooperation agreement last year, continues to increase its weight this year. At the Third International Fair, liangpinpu has signed strategic contracts with six world-famous food suppliers, including cohenson, Andrew, lesford, Cargill, neuseland and Fonterra. In the future, liangpinpu will carry out in-depth cooperation in raw materials procurement, joint R & D, technology introduction and other aspects. In the first three quarters of this year, the business revenue of liangpin shops reached 5.529 billion yuan, up 1.29% year on year.
9. Mille food, a rising star of Danish dairy industry, made its third appearance in the Expo. At the Expo, Mille food announced that it would reach all-round cooperation with Semper. The two sides would join hands to increase the organic market layout in China, enter the organic infant food market, and further expand their business.
10. On November 9, fit8, a domestic health food brand, announced the completion of tens of millions of round a financing. According to the internal data of fit8, from the end of October 2019 when fit8 launched its first single product, the sales volume is expected to exceed 100 million yuan in 2020. Roughly speaking, it took only 10 months from March to December. Zhu Yuanxin, vice president of Bai investment, said the health wave is irreversible. Nowadays, people are paying more attention to their health than just "practice", among which the market potential of health food is huge. Huang Shiqi, partner of houwei capital, said that behind the healthy food is actually the replacement of the whole race crowd. The audience behind fit8 is a new generation of young groups, and the audience groups of both sides fit well.
03
Packaging innovation
1. Coca Cola recently announced the prototype of the first generation of paper bottles and expressed its belief that paper packaging will play a role in the future. This first generation paper bottle prototype consists of a paper shell, but still uses a plastic cap and a plastic lining to hold the liquid (both using 100% recycled plastic). But Coke's goal is to create a bottle that doesn't need this plastic lining.
2. Diageo, the world's largest liquor maker, announced that it would launch 100% paper bottle whisky in early 2021. This paper packaging is developed by pulpex Ltd, a sustainable packaging company jointly established by Diageo and pilot Lite, and has received orders from Unilever and Pepsi.
END
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Source: Huaxin color printing marketing department; Author: Chen Liuying; editor in charge: Han Jiancai; reprint please indicate the source author.