Can you accept “artificial meat”?
Editor’s note: This article is from WeChat public account “Zhongxin Jingwei” ( ID: jwview), author Zhang Yanzheng.
In the near future, many food companies at home and abroad announced that they will launch new products of “artificial meat”.
At the same time, the concept of “artificial meat” continued to rise, and Dongbao Bio and Shuangta Foods all experienced daily limit prices, and Hakoco followed suit.
Is this the “artificial meat” vent really coming?Analysts say that from the perspective of health finance, the “artificial meat” concept stocks are sought after, indicating that financial financing and investment are supporting innovation and innovation in this new healthy food.
Under the conditions of market economy, whether the “artificial meat” can develop smoothly depends on whether consumers “buy the account”. Only when the market is recognized, the “artificial meat” industry can develop.
01
The “artificial meat” vent is really coming?
Recently, many food companies at home and abroad have announced that they will launch new products of “artificial meat”.
On the 13th, Smithfield Foods, the largest pork producer in the United States, announced that it has launched a series of soy-based meat products, including the “Pure Farmland” series of soy burgers, meatballs, sausages and meat, starting next week. Sales;
Recently, the “plant artificial meat moon cake” developed by the team of Li Jian laboratory, associate professor of the School of Food and Health of Beijing Technology and Business University, and the plant meat brand announced that it is expected to be available in September;
A week ago, Subway began an effort to test the Beyond Meatball Marinara sandwich with the Beyond Meat artificial meat manufacturer, from September.At the beginning, this limited-time sale of sandwiches will be sold in 685 locations in the US and Canada.
The “artificial meat” industry is a star concept stock in this year’s capital market.
On May 2 this year, Beyond Meat, a US-based “artificial meat” listed company, landed on the NASDAQ stock market in the United States, setting off a wave in the US stock market.
The company was favored by Bill Gates, Twitter co-founder Beaz Stone, and actor Leonardo DiCaprio, and its stock price rose 163 at the close of the day. %, the most bullish IPO performance in the Nasdaq market since the financial crisis.
Beyond Meat’s latest financial report shows that the company’s net revenue in the second quarter of 2018 was $67.3 million (about 460 million yuan), higher than the expected $52.7 million, a significant increase over the same period last year. 287%.
The company also raised its revenue prospects for FY 2019, and expects full-year net revenues to reach US$240 million (approximately RMB 1.65 billion).
It is reported that Impossible Foods, another American “artificial meat” company, recently received a new round of financial support.
Currently, the company has completed $300 million in financing, valued at $2 billion, and raised more than $750 million.
Investors include Li Hongcheng’s Weigang Investment, Bill Gates, UBS Group, Temasek and so on.
The domestic artificial meat market is small in scale and there are no artificial meat industry giants.
According to Industrial Securities, China currently only has companies engaged in the vegetable meat business, mainly Shenzhen Qishan Food, Jiangsu Hongjun Food and Ningbo Sulian Food, which are currently in small quantities.
The main reason why domestic artificial meat is not popular is that plant meat does not conform to the consumption habits of Chinese people and the prevalence of vegetarianism.
MarketsandMarkets, the world’s second largest market research consultancy, predicts that the global market for plant-based artificial meat will be approximately $12.1 billion in 2019. It is expected to grow at a compound annual growth rate of 15.0% and will reach 279 by 2025. One hundred million U.S. dollars.
Currently, the United States and Europe are the largest markets.
The huge demand for plant-based artificial meat in Asia-Pacific and South-America will also drive the rapid expansion of the artificial meat market, with the Asia-Pacific plant meat market expected to be dominated by China.
02
Expert:
See if consumers recognize it
In fact, the so-called “artificial meat” food is not the first time. The “fake-like meat” of the vegetarian or vegetarian restaurant on the Chinese table is a typical representative.
Zhongxin Jingwei combed and found that in Beijing, for example, there are more than 150 vegetarian restaurants or vegetarian restaurants. The “fake-like meat” dishes include not only “mushroom juice steak”, “broiled chicken”, “dry pot small red sausage”, but also “Sauerkraut fish”, “salmon”, “black fish” and other flavors.
The “artificial meat” food that has already entered the market has recently been able to repeatedly pursue the upsurge in the capital market.
Industry sources say that artificial meat in the traditional sense is a mixture of extruded vegetable protein (such as soy or grain), which usually requires pre-cooking and adding artificial flavoring and flavoring.
However, such products are difficult to replicate the aroma, flavor, texture, fiberiness and mouthfeel comparable to real meat, and are more often consumed only by vegetarians, limiting the wider meat consumer population.
China food industry analyst Zhu Danpeng believes that in recent years, the entire food industry has no good projects or categories, and suddenly new food technologies have emerged. From a forward-looking layout perspective, the food industry has begun to receive capital. End of the pursuit.
“In foreign countries, ‘artificial meat’ is only the primary stage of the niche group, and it is also more niche in the country. At present, the consumer group is just some vegetarians who have just needed vegetarian food.
In addition to technical barriers, there are price barriers to the development of ‘artificial meat’, not everyone eats.
When a number of companies are involved and the entire competitive landscape changes, the price may fall, but at present it is still a relatively small high-end positioning.
“Zhu Danpeng said to Zhongxin Jingwei.
Ren Guozheng, director of the Health Finance Laboratory of the Central University of Finance and Economics, told Zhongxin Jingwei that “artificial meat” belongs to the innovative category of food varieties.
The advancement of normative and scientific “artificial meat” related technologies is conducive to the promotion of vegetarian foods, and protein intake is good for human health;
It is conducive to enriching the variety of foods and is also conducive to the sustainable development of the economy and society.
“China is a big food country and it should be a food innovation country.
Domestic food control is strictly regulated, and only new foods that have been reviewed can be brought to market, and safety can be assured.
Overall, it can be placed in the cityThe ‘artificial meat’ product in the field has no problem in food safety.
“Ren Guozheng said.
Ren Guozheng said that from the perspective of health finance, the “artificial meat” concept stocks are sought after, indicating that financial financing and investment are supporting the creativity and innovation of this new healthy food.
Under the conditions of market economy, whether the “artificial meat” can develop smoothly depends on whether consumers “buy the account”. Only the market can recognize that “artificial meat” can be developed.
Is the application of the future “artificial meat” technology to the impact of traditional animal farming?
Ren Guozheng said, “Artificial meat enriches the variety of food and increases the choice of consumers.
In the short term, people’s traditional eating habits are difficult to change. The ‘artificial meat’ industry has little impact on the existing aquaculture industry. However, with the changes in people’s dietary consumption concept, the future may have a certain impact.
“According to the economic cost of food, the production of ‘artificial meat’ is also feasible and sustainable.
Biologically speaking, the raw materials of ‘artificial meat’ are more plants and have better availability.
Ren Renzheng said.
Cover, lead map:
In the data map, the new Jingwei Zhang Yanzheng photo