龍大美食(002726.SZ):預製菜為未來3-5年重點發展板塊 將主要聚焦B端
格隆匯12月11日丨龍大美食(002726.SZ)近期披露投資者關係活動記錄表顯示,公司自確立食品主體戰略以來,預製菜一直是食品業務的主要增長來源,21年收入11.82億,22年收入13.14億。截止23年前三季度收入15.09億,較上年同期增長67.64%。目前來看,可完成年初規劃的18億的收入目標。預製菜為公司未來3-5年的重點發展板塊,渠道方面將主要聚焦B端,同時繼續加強中小B端的開拓,並通過C端提升品牌力。產品方面將圍繞肉類原料的優勢基礎,持續打造大單品。未來隨着渠道的拓展和規模的提升實現板塊的穩定增長。預計總體與行業增速保持一致,大概20%-30%左右。
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