Recently, Ma Yun's new investment action has been exposed。

After it was revealed in July that he indirectly held a new company in the food and fisheries sector, one meter eight marine technology (Zhejiang) Co., Ltd. (hereinafter referred to as "one meter eight marine technology"), Ma Yun was recently found to have set up a new company, and this time Ma Yun is aiming at the prefabricated vegetable track.。

According to the website of the National Enterprise Credit Information Publicity System, Hangzhou Majia Kitchen Food Co., Ltd. (hereinafter referred to as "Majia Kitchen") was established on November 22 with a registered capital of RMB 10 million and a legal representative of PAU JASON JOHN.。

The business scope of Majia Kitchen includes food sales / food Internet sales (only pre-packaged food sales), import and export of goods, primary processing / wholesale / retail of edible agricultural products, wholesale of daily necessities, hotel management, technical services, etc.。

Equity penetration shows that Majia Kitchen is wholly owned by Hangzhou Daitou No. 2 Culture and Art Co., Ltd. (hereinafter referred to as "Hangzhou Daitou"), which is owned by Ma Yun 99..9%。

Ma Yun's layout in the food field is gradually improving.

In recent years, Ma Yun's layout for agriculture, food and related industries is expanding.。

In terms of the business scope of Majia Kitchen, the company focuses on the food sales side and focuses on prefabricated dishes.。However, the newly established "Ali" new company in July, 1.8 meters of marine technology, is biased towards the production side.。According to public information, the business scope of one meter eight marine technology covers aquaculture, food sales, cargo transportation, power generation and transmission business, tourism business, catering services and so on.。

Among the Hangzhou Dajingtou foreign investment enterprises, in addition to Majia Kitchen and One Meter Eight Ocean Technology, there is also a company involved in the food industry called One Meter Eight Food Technology (Zhejiang) Co.。According to public information, the company's main businesses include food sales (pre-packaged food only), health food (pre-packaged) sales, agricultural scientific research and experimental development, supply chain management services, and more.。

Earlier, Jack Ma's company, Hangzhou Yunqi Catering Management Co., Ltd., was established in 2021.。The business scope is catering management, food sales (only pre-packaged food), retail of edible agricultural products, wholesale of edible agricultural products, etc.。It is understood that the company's main offline catering stores。

These actions by Jack Ma, like a piece of jigsaw puzzle, are gradually refining his vision of the food industry from the production end to the sales end。

Prefabricated dishes - the next trillion-level "blue ocean"

In recent years, the field of prefabricated vegetables has been frequently concerned by the outside world. At the national level, the development of the industry is also strongly encouraged.。This year's Central Document No. 1, "Opinions on Doing a Good Job in Promoting the Key Work of Rural Revitalization in 2023," proposes to cultivate new industries and new formats in rural areas, which requires "to improve the standardization and standardization level of clean vegetables, central kitchens and other industries, and to cultivate and develop the prefabricated vegetable industry."。

According to the data in the White Paper on the Development of China's Prefabricated Vegetable Industry in 2022, China's prefabricated vegetable market will reach 419.6 billion yuan in 2022, up 21% year-on-year..3%。It is expected that in the next 3-5 years, the size of China's prefabricated vegetable market is expected to increase year by year at a high growth rate of about 20%, and is expected to reach the trillion level in 2026.。

In addition, according to data from the China Cuisine Association, the penetration rate of prefabricated vegetables in China is currently only 10% -15% and is expected to increase to 15% -20% in 2030.。In contrast, the penetration rate of prefabricated vegetables in the United States and Japan has reached more than 60%, indicating that China's domestic prefabricated vegetable space has great potential for development.。

Since prefabricated vegetables are the next trillion level of the new "blue ocean," Huiran has attracted many enterprises to join, in recent years, more and more enterprises have poured into this track.。

According to the data, as of December 29, 2022, there were about 7.60,000。From 2011 to 2020, the number of registered prefabricated vegetable enterprises increased year by year.。Among them, in 2020, the growth momentum of prefabricated vegetable-related enterprises was the strongest, with the number of new enterprise registrations reaching 1.290,000。

Ma Yun has just set up Ma's kitchen and has "missed the opportunity."。So in front of so many competitors, Ma's kitchen and what killer?？

First of all, the Majia Kitchen is well prepared on the sales side.。

Currently, the sales end of prefabricated dishes is divided into two categories: the B end and the C end.。The B side is mainly for chain restaurants, wholesale food markets, country chefs, hotels, etc., while the C side mainly refers to sales to customers through food and beverage stores, fresh e-commerce platforms, supermarkets and other channels.。Data show that more than 85% of China's prefabricated vegetable products are sold to the B end, and the C end is still in its early stages of development.。CITIC Securities predicts that the C-side prefabricated vegetable market may reach a growth rate of more than 20% in the next decade, achieving a scale of 200 billion yuan.。

Majia Kitchen's business is not only "food sales," but also "food Internet sales," which creates two sales channels for the company, the B-side and the C-side.。Moreover, from the perspective of development potential, Ma Yun is likely to follow up on the C-side sales of prefabricated vegetables.。

Secondly, although the above-mentioned companies have only been established in the past two years, but the current prefabricated vegetables are still in the development stage, the industry leader has not yet emerged.。It's not too late for Ma Yun to enter now.。Moreover, backed by Alibaba's e-commerce sales system and logistics system, the above-mentioned companies have a strong "latecomer"。Even whether Alibaba will follow up with the creation of a new fixed sales brand for prefabricated dishes, like the creation of Box Horse, is unknown.。

However, there is still some resistance to the current development of prefabricated dishes。Among them, one of the resistance is the consumer debate over prefabricated dishes.。For many of the "Chinese stomachs" that are used to eating now, premade dishes touch everyone's sensitive nerves.。Food freshness, safety, preservation technology and other topics have triggered a lot of discussion。This is also a major problem that prefabricated vegetable companies need to overcome.。

But regardless of the debate, under the influence of modern fast-paced life, the momentum of prefabricated dishes has taken shape.。Ma Yun entered, can stir this "blue ocean" depends on his ability。