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肯德基在華試水“植培黃金雞塊”!人造肉概念或熱度頻現
格隆匯 04-21 10:32

4月20日,肯德基宣佈在國內公測“植培黃金雞塊”。值得注意的是,本次公測的 “植培黃金雞塊”原材料為“人造肉”,主要成分為大豆蛋白、小麥蛋白和豌豆蛋白,產品不含膽固醇,且接近肉類口感。

具體來看,植培黃金雞塊在公測階段售價1.99元/5塊,目前只接受用户預購(每個ID限購2份)。而預定成功的消費者可在4月28日至30日,在上海、廣州和深圳三地特定的肯德基餐廳購買到。

來源於:官方文件

事實上,早在去年8月,肯德基便對人造肉的研發有所青睞,曾在美國亞特蘭大率先推出雞肉風味植物蛋白製品,這一舉措成為了其對人造肉產品的首次嘗試

此外,4月16日,拉麪説旗艦店開始了一場名為"未知味覺實驗室"的線上發佈會,拉麪説與Vesta合作的"人造肉拉麪"當晚9點正式線上首發,2萬份產品在1分20秒內全部售罄,直播觀看人數高達15萬人。

來源於:官方文件

可以看出,隨着環保意識的提高,人們對自身的健康也加以重視,蛋白攝入需求總量或將繼續提高,再加上疫情的爆發引發人們對動物作為寄生宿主進行傳染的擔憂,肉類替代品——人造肉市場或將繼續維持較高的景氣

“預計到2023年,全球肉類替代品市場規模或將達到64.3億美元,2018-2023年CAGR為6.8%;其中,亞太地區的肉類替代品市場規模增速預計CAGR或達8%以上。”——Marketsand Markets

就A股人造肉板塊來看,目前以下幾個標的主要涉及這一概念。

雙塔食品(002481.SZ)2019年營業收入21.22億元,較去年同期相比下降10.82%,利潤總額2.276億元,較去年同期相比增長108.22%;歸屬於上市公司股東的淨利潤1.997億元,較上年同期相比增長117.38%。預計2020年第一季度歸屬於上市公司股東的淨利潤為5575.47萬元至7062.26萬元,比上年同期增長50%至90%

此外,公司此前宣佈擬向不超過35名特定對象發行不超過3.73億股股票,募資不超過21.5億元,用於萬噸白蛋白提取綜合加工項目、萬噸豌豆功能低聚糖提取加工項目、豌豆精深加工綜合利用項目、補充流動資金。

來源於:官方文件

金字火腿(002515.SZ)2019年實現營業收入2.82億元,同比下降33.94%;實現淨利潤4070.33萬元,同比增長582.84%。

此前,公司披露了深交所中小板公司管理部下發的關注函,原本約定應於2019年9月26日前收到的7.37億元股權回購款項,公司至今僅收到5000萬元,中小板公司管理部要求其對本次股權交易的相關情況進行核查説明。金字火腿稱,付款進度滯後與回購方現金迴流、經營狀況不如預期等相關。目前回購方已將股權回購款由7.37億元調整為5.93億元,計劃分別在2020年11月30日、2021年11月30日前分兩期還清。

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