Hightemperaturesuperimposedplantingareadecreased,andthepriceofjujubeunifiedgoodswasstrong
Thereisstillaweektogo.Xinjiangjujubewillbeharvestedandreturnedtothewarehouseoneafteranother.Withhighqualityandhighprice,ithasbecometheexclusive"label"ofjujubespotthisyear.
AccordingtotheCFCagriculturalproductsresearchreport,themerchantsintheproductionareahavestrongpurchasingenthusiasm,andthepricesofnewfruitsandgoodgoodsarestrong.DuetothestrongpurchasepriceintheproductionareaandtheriseoffreightoutofXinjiang,thesalesareahasincreasedgreatly,andthespotmarketisrelativelystrong.
Atthesametime,thereportpointsoutthatthepurchaseandsaleofgreyjujubemininginAksuareaisexpectedtoendthisweek.Thesupplyoflocalsunfarmsisscarce,andthehigh-qualitysupplyavailableforselectionandprocurementislimited.Accordingtotheamountoftreesplanted,theproductionreductionrangeisdifferent,butthequalityisbetterthanthatinpreviousyears.
Whyisthereareductioninproduction?ItisreportedthatthemainproductionareaofXinjiangthisyearhasdifferentdegreesofhightemperatureduringthefloweringperiodofthefirstandsecondcropsofredjujube,resultinginlessfruitsetting.Inaddition,duetothelowpriceofjujubeinpreviousyears,jujubefarmersabandonedwasteland,cuttreesandchangedcrops,andtheplantingareaandyieldofredjujubedecreasedcontinuously.
Specifically,thebigdataofagriculturalindustrializationinXinjiangshowsthatthemanagedplantingareaofAksuandalarwillbereducedby18.4%in2021,andtheunityieldwillbereducedby20%~30%duetodryhotwindandwatershortage.Inaddition,thesecondaryproductionareasofShaanxi,ShanxiandHebeihavereducedproductiontovaryingdegrees.
Fromthedemandstructureofthemarket,withtheincreaseofresidents'incomeandtheupgradingofconsumption,peoplepaymoreandmoreattentiontotheediblevalueandmedicinalvalueofredjujube,especiallythegrowingdemandforhigh-qualityredjujube.Ithasbecomeanewfashiontovisitrelativesandfriendsandsendredjujubeandrelatedproductsduringthefestival,whichmakestheconsumptionmarketofredjujubehotallthetime.
Atpresent,withtheapproachingofthe"doublefestival"ofnewyear'sdayandSpringFestival,redjujubehasenteredthepeakconsumptionseasoninthefourthquarter.Anexpertwhohasbeenengagedintheredjujubeindustryforalongtimetoldreportersthatwiththecoldweather,redjujubehasenteredthepeakseasonalconsumptionseason,andtheconsumptionwillnotfadeagainuntilnextApril.
Inshort,duetothesuperpositionofvariousfactors,thepriceofjujubefluctuatedin2021,whichattractedmuchattentionfromtheindustry.Atthesametime,thisisalsorelatedtothepromisingdevelopmentprospectofthewholejujubeindustry.
Thesalesofjujubepreservesincreasedby7%atthesametime,andthenewcustomersof"generationZ"continuedtopourin
Theperformanceofjujubeconsumermarketinrecentyearsmaybeansweredbyasetofdatareleasedontmallplatform.
Recently,tmallreleasedthe2021tmalljujubecandiedfruitfreeze-dryingconsumptiontrendreport(hereinafterreferredtoastheconsumptiontrendreport),whichshowsthattheconsumptionofjujubecandiedfoodcontinuestogrowsteadilyin2021,theconsumergroupisexpandingdaybyday,andtheconsumptionupgradingtrendisobvious.Thesalesofdatepreservesontmallplatformincreasedby7%year-on-yearin2020.Thegrowthoftheindustrydriventhegrowthofthenumberofconsumersandcustomerunitpriceby3.5%and3%respectively.
Inaddition,officialdatashowthatthetotalnumberofonlinetransactionsinthejujubeindustryisashighas50millionpersontimesperyear.In2021,thedemandofonlinepeopleinthejujubeindustryisabout1.7billionyuan,thepercapitaannualjujubepurchaseamountisabout440yuan,thepercapitaannualpurchasefrequencyisabout13times,andtheaveragemonthlypurchasefrequencyismorethanonce.Themarketterminaldemandisrelativelystable.
Withtheincreasingdemandforhealth,thenumberofpeoplebuyingreddateshascontinuedtoriseinrecenttwoyears.Amongthem,thenewcustomersinthejujubeindustrycontinuedtogrowrapidly,promotingthelarge-scaleexpansionofconsumergroups,especiallythegrowthof"generationZ"youngpeople,expectantmothersandnewmothers,makingthepursuitofhealthyfamilyconsumptionandleisuresnackconsumptionanewtrendinthegrowthofthejujubeindustry.
Therepurchaserateofoldcustomersofleadingbrandsintheindustryisalsosteadilyincreasing,therepurchasementalityofconsumergroupsisstrengthened,theacceptanceofmediumandhigh-endfoodisrapidlyimproved,theprecipitationofoldcustomersisaccelerated,andtheconsumerloyaltyissignificantlyimproved.Thehigherpurchasefrequencyhasbecomeanimportantdrivingforcefortheriseofannualconsumerunitprice.
Atthesametime,thethreenationalstandardsforreddateshavebeenapprovedandimplementedoneafteranother,whichundoubtedlyinjectsaboosterintostandardizingthedevelopmentoftheindustryandpromotingindustrialupgrading.OnOctober15,Ireallywantyoutoannouncethatthenationalstandardofgreyjujube(GB/T40634-2021)hasbeenapprovedandissuedandwillbeimplementedfromOctober11,2021.Inadditiontothegreyjujubestandard,thenationalstandardsdevelopedandbeingimplementedunderitsleadershipincludewashfreeredjujube(GB/t26150-2019),Junjujube(GB/T40492-2021),etc.TheformulationandimplementationofnationalstandardsreflectthepositionandvoiceofChina'sleadingjujubeenterprisesintheindustry.
Inthiscontext,accordingtotheanalysisoftheindustry,thesalesscaleofthejujubeindustryisexpectedtoexceed1.7billionyuanin2021,with13000salesmerchantsand160brands,ofwhichthetop10brandsaccountforalargeproportion,upto58%;Imissyouandotherwell-knownbrandsasheadbrands,accountingforabout25%ofthemarket.
Thegrowthrateofpeoplewithhighpurchasingpowerhasincreased,andtheindustryprofitisexpectedtoincrease
"Eatthreejujubesaday,Imissyouarenotold".Thiscatchydoggerelgraduallygoesdeepintotheheartsofconsumers,reflectingpeople'sdemandsforhigh-endgoodjujubeproductsfromtheside.
Itisunderstoodthatfrom2017to2021,wanghonginnovativehealthysnacksrepresentedbyjujubewithwalnutandmilkjujubeattractedmoreconsumersintheneweraandbecamethe"heartlove"ofmoreyoungpeople,whichhasalsobecomeoneofthedrivingfactorsfortheconsumptionupgradingofjujubepreserves.
Accordingtotheanalysisoftheconsumptiontrendreport,theconsumptiongrowthrateofhighpurchasingpowerpeopleinthejujubecandiedfruitindustryishigh,especiallythedemandofhighpurchasingpowerpeopleforhealthyjujubesnacksandhigh-qualityjujubes,drivingtheriseoftheoverallcustomerunitprice.Amongthesepeoplewithhighpurchasingpower,cutting-edgewhite-collarworkers,seniormiddleclassandexquisitemothershavebecomethemainbuyersofmediumandhigh-endproducts.
Inthehigh-endfoodandnutritionconsumptionmarket,newmainstreamconsumergroupsarerising.Priceisnolongerthemainfactordrivingpurchasingpower,butquality,healthattributes,youthandotherfactors.Takingthebest-sellingqingfeifeifreeze-driedredjujubefoodinthemarketasanexample,itmeetstheuniqueconsumptionneedsofwhite-collarworkers,andcaneasilyobtainafast,readytoeatandnutritioushealthyfoodunderthefast-pacedworkload.
The"Zgeneration"alsoshowsthetrendofconsumptionupgradingandhealthdemand,whichputsforwardhigherrequirementsforthebrandingandhigh-endofthejujubeconsumptionindustry,andlaysafoundationforthehigh-yieldbenigndevelopmentofthejujubeindustry.
Paycloseattentiontothedividendoftheindustrialcycleandactivelypreparefortheredjujubeindustry
Thedevelopmentofanyindustryhasperiodicity,andthejujubeindustryisnoexception.
Inthepast20years,therehavebeentwocyclesintheredjujubeindustry:oneisfrom2000to2010,thepriceofredjujubehasbeenrisinginthesetenyears,andthepriceofredjujubereachedahighpointin2010;Theotherisfrom2011to2021.In2011,thepriceofredjujubedecreasedby40%comparedwiththatin2010.Until2020,thepriceofredjujubewaslow.
Accordingtotheanalysisofrelevantindustryinsiders,therewillbeaninflectionpointinredjujubein2021,andthemarketpurchasepriceandterminalmarketpricepredictionwillshowatrendrise.In2022,low-costcompetitivebrandsinthemarketwillfacepriceincrease,thepricecompetitiveadvantageofgradeIIandIIIjujubeisinsufficient,andgradeIhigh-endjujubeisexpectedtoseizethemainstreammarketofredjujube.
Inaddition,theResearchReportofFounder'smedium-termfuturesshowsthattheexpectedfermentationofproductionreductionandseasonaldemandforgoodspreparationwillcontinuetostimulatethedeliveryspeedofspotgoods.Thelowchannelinventoryoftradersandthesafetyinventoryofterminalenterpriseswillmakethereisarelativelylargedemandforgoodspreparation.Themarketentryprocurementofperipheralspeculatorsmaygraduallytightenthespotsupply,andtheprobabilityofspotpricewillcontinuetorise,Futurespricesremaintobeseen.
So,howcanenterprisesgrasptheopportunityandmeetthecycledividend?
Inthisregard,thesalesdirectorofjujubeleadingenterprisesmissyouverymuch.ThesalesdirectorofHealthFoodCo.,Ltd.toldreportersthatthejujubespotmarketgenerallypresentsapatternof"productioninXinjiang,transferinthemainlandandNorth-Southdistribution".Withthedevelopmentoflogisticsandtransportationindustry,theinformationchannelsofjujubecirculationinvariousprovincesandcitiesareclear.Atpresent,Imissyouthatthejujubewarehousehassufficientstorageandisactivelypreparinggoods.
ItisunderstoodthatIreallywantyoutoacceleratethepaceofrejuvenationagainin2021,focusonyoungurbanwhite-collarworkersandexquisitehealthcaregroups,andcreateacustomizedandtargetedrefinedproductmatrixformultiplescenessuchasoffice,leisure,home,travelandfamily.
Atthesametime,Ireallywantyoutodevelopfoodandnutritionperipheralproductsbasedontheredjujubeproductline,fromthemainbusinessofredjujubetoredjujube+freeze-drying,toredjujube+grainandfivefruits,andthentodonkeyhidegelatincake,oatmeal,osmanthusnutlotusrootpowderandotherhealthyfoodsandleisuresnacks,basicallycoveringallaspectsoftheyounghigh-endconsumptionscene.