资源描述
2022-2023 中国休闲零食行业 研究报告 23-44 90 7 PE 1 3 4 2 2020 2021 2022E 4 2022 15000 2022 15000 11%2015-2023 8224 9191 10297 11555 12984 14015 15204 2016 2017 Source 2018 2019 5 CAGR=11.3%5 Source 5%10%15%20%25%0%20%40%60%80%100%-20%0%CR5 1000 800 500 200 6 Source 7 Source+8+0%20%40%60%2020/+20%10%0%30%Source 2010-2015CAGR 2015-2020CAGR 9 No.1 Source/CONTENTS 1 3 4 2 11 Source WIND 9%3%3%3%1%81%CR5 20%;7 12 Source 58.0%2020 8452 2113 32481 2165 23074 769 24483 350 26.0%26450 294 13338 104 128278 381 8.0%5.0%3.0%27.0%21.0%19.0%14.0%12.0%7.0%13 Source 5%2%3%1%88%20 18 1%16 14 12 10 8 6 4 2 0/3-7 30-45 6+5-12 15-20 8-15 14 1500 2000 1500 1000 500 0 2016 2017 2018 2019 2020 Source INC 1 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0 kg/15 20-44 80%90 5 25-34 Source tech 202204 77%67%20kTGI=218 1/2 2 61.3%51.0%45.3%CONTENTS 1 3 4 2 17 Source 2022.5.20 PE 2022.5.20()2017-03-17 95 314 38 2016-11-11 155 96 23 2012-09-05 34 56 49 2019-05-08 35 37 20 2015-12-22 89 187 25 2011-05-20 36 33 95 2020-07-31 52 46 34 2020-02-24 69 99 36 2016-10-12 40 49 113 2017-02-08 16 89 68 2019-07-12 85 90 35 PE -vs vs 19 65 29 23 10 3 1 31%58%32%Source WIND 24.1%31.6%34.0%-46.6%-4.0%125.4%No.1 2021 2021 2021 20 99%Source WIND 1.2w vs 2020 12058 99%5 1367 1246 121 4 4125 294 3858 4 100.0%90.0%80.0%70.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%21 Source WIND 320g/27.3 19.4 19.8 240g/27.0 18.4 19.9 80g/77.8 36.0-245g/30.5 24.4 28.9 250g/27.9 18.9 20.9 150g/16.5 8.4 9.5 100g/89.8-39.8 2021H1 14.53 31.44 14.07+21 22 Source WIND -vs vs vs 24 TOP3 SKU 97.2 41.4 22.6 4.7 0.5 3.8 1.7 29.0%26.3%35.1%Source WIND 43.1%92.6 0.0%100.0%-5.0%-100.0%5.0%0.0%20.0%300.0%15.0%200.0%10.0%86%12%2%78%21%2021 2021 1%2021 2021 25 Source WIND 400000 300000 200000 100000 0 600000 500000 2021 3966.56 17.64%2021 5754.37 2020 1000000 900000 800000 700000 600000 500000 400000 300000 200000 100000 0 26 SKU Source WIND SKU SKU SKU 800+2000+600+1000+IP 27 Source tech 202204 35-44 4-6 35-44 6 -29 Source WIND 98%98%98%98%98%20%40%60%80%100%98%98%98%98%98%20%40%60%80%100%0%0%2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 25.0%20.0%15.0%10.0%5.0%0.0%60.00 40.00 20.00 0.00 80.00 2017 2018 2019 2020 2021 98%98%2017-2021 2017-2019 20%30 Source WIND YOY 1550 1600 1650 1700 1750 1800 2016 2017 2018 2019 2020 40 35 30%25%30 20%25 20 15%15 10%10 5 5%2016 2017 2018 2019 2020 15%2020/31 Source WIND COMAS 1,000 GBT 850 MASDAC 2,295 Rademaker 2,500 Rheon 1,500 AMF Shick 1,600 3 30 1200 40 900 30 600 20 300 10 0 0 2016 2017 2018 2019 2020 CONTENTS 1 3 4 2 33 Source 2021.8 2021 2020.9 2020.6 2020-2022(2020.6 2020.3 2020.2 2020.1 2019.12 2009 2019 2019.10 34 Source+IP 35 Source IT HaoFood 2022.04 350 Big Idea Ventures Henry Soesanto Rich Products Ventures 2021.04 A 1 2021.04 B 2021.03 A 2000 2021.03 A oatoat 2021.03 A Minayo 2021.03 C IDG(CMC 36 Source IT KSF 86%2%2021 12%0.50 0.53 2019 2020 2021 0.58 01.2019-2021 2%86%02.03.T H A N K Y O U
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