Prospective analysis of the catering industry

Panoramic overview of the catering industry chain: a variety of midstream service types

China's catering industry upstream is mainly for the suppliers, including the supply of ingredients, packaging and tableware and other products; the midstream contains a variety of types, including formal dining, casual dining, fast food, specialty catering, retail snacks, etc.; downstream is mainly oriented to the consumer market.

From the ecological mapping of the industry chain, the upstream link related enterprises are Jinxiang garlic, national porcelain red leaf, etc., and the middle reaches include Tongqing Lou (605108.SH), Zhou Hei Duck (01458.HK), WuFangZhai (603237.SH), Ajisen (China) (00538.HK), sip feed (00520.HK), etc..

Regional heat map of the catering industry chain: Guangdong and Beijing are the dominant regions

According to the data queried by Enterprise Search Cat, at present, China's catering registered enterprises are mainly distributed in Guangdong Province. Followed by Zhejiang, Shandong, Henan and other cities; the number of catering enterprises in Jiangsu and Sichuan is also higher.

Note: Data as of April 10, 2023 .

From the point of view of the regional distribution of listed companies in the catering industry, Beijing has the largest number of listed companies in the catering industry, with the layout of sip feed (00520.HK), Haidilao (06862.HK), Quanjude (002186.SZ) and other advantageous enterprises in the middle reaches of the river; Guangdong Province, the number of listed companies is also higher, with Naixue's Tea (02150.HK), Guangzhou Restaurateur ( 603043.SH) and other midstream quality enterprises.

Restaurant representative business situation: the industry's overall gross profit margin level is higher

Off the performance of the catering business, in the first half of 2022, Haidilao (06862.HK) has the highest revenue from its core business; Ajisen (China) (00538.HK) has a higher level of gross profit. 2021 Jelly Food (603517.SH) with the highest number of stores.

Food and beverage representative of the future planning situation: focus on stabilizing the supply chain

In recent years, although the catering industry is affected by the epidemic, but with the liberalization of domestic policy, the industry as a whole gradually rebound, the future of the relevant listed companies planning around the stabilization of the supply chain, to ensure food safety, digital transformation and other aspects.

For more research and analysis of this industry, please refer to "China Catering Industry Development Outlook and Investment Forecast Analysis Report" by Prospect Industry Research Institute

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