Not long ago, the National Bureau of statistics released the national economic operation in the first half of the year, and listed the GDP growth of provinces, autonomous regions and municipalities directly under the central government in the first half of the year.
Among them, Shandong has aroused extensive discussion. Its GDP in the first half of this year reached 4171.7 billion yuan, an increase of 3.6% year on year. And the increment reached 281.1 billion yuan, surpassing Guangdong and Jiangsu provinces and ranking first in the country.
On the one hand, Shandong’s achievements have benefited from the rise in the prices of steel, coal, cement and other bulk commodities in recent years. These industries are relatively mature traditional projects in Shandong. The deeper reason behind this is that the effect of Shandong’s transformation of new and old kinetic energy in the past five years has become apparent.
For a long time, Shandong has been dominated by iron and steel, coal, cement, chemical industry and papermaking. Its industrial structure is biased and it is called “silly, big, black and rough”. Even large private enterprises such as Weiqiao, Xinfa and Nanshan rely on traditional resource-based industries. In the Internet era, Shandong missed the Internet wave again.
In 2018, Shandong, which “learned from the bitter experience”, started the transformation of old and new driving forces. The development direction was adjusted to the “top ten industrial clusters” including the new generation of information technology industry, high-end equipment industry, new energy industry and new material industry. The elephant began to turn around hard.
Five years later, Shandong’s transformation has achieved remarkable results. The new industries that have grown quietly have not only reshaped the regional economic pattern, but also become a source of development resilience in an uncertain environment.
In Shandong’s new industries, there are not only high-end equipment, new materials, information technology and other fields that are prone to “specialized, special and new”, but also new consumption that has been quite popular in recent years and has entered the second half of the year.
After the madness of the previous few years, the foam of new consumption gradually faded. The competition in the future cannot be separated from the competition in the supply chain. When it comes to the power to support new consumption, it can not be separated from Shandong Province.
Shandong enterprises behind new consumption
In recent years, with the popularity of sugar free beverages launched by Yuanqi forest, Coca Cola, Nongfu mountain spring, Xi tea, Naixue tea, etc., major beverage enterprises have followed suit, and erythritol has gradually entered the public’s vision.
Erythritol is the only natural zero calorie sweetener produced by microbial technology among all sugar alcohols. Since there is no enzyme system in the human body to decompose erythritol, erythritol will not participate in the metabolism of sugar after entering the human body, and will hardly generate heat and cause changes in blood sugar, which is more in line with people’s needs for health and safety.
The concentration of erythritol industry is high. In 2019, five companies in the world produced 95% of erythritol in the market, and three of them – Sanyuan biology, Zhucheng Dongxiao and bowling treasure are all located in Shandong.
China, and even more Shandong, has become the global erythritol manufacturing center.
The core raw material of artificial meat is pea protein. Shuangta food is the main supplier of pea protein in the world, accounting for about 40% of the global total production capacity.
In 2021, Shuangta food earned 829 million yuan from pea protein. At present, it has established cooperative relations with many world-famous artificial meat brands, and the market development potential is huge.
It is still in the field of eating. Under the catalysis of the current fast-paced lifestyle and the epidemic home, the popularity of prefabricated dishes continues to soar, becoming a strong wind. Even Luo min, the “originator of campus loans”, has joined the Bureau of prefabricated dishes.
In this sector, Shandong has 7 listed enterprises including delis, Huifa food and Longda food, with a total market value of more than 30 billion.
According to the data of China prefabricated vegetable industry alliance, as of May this year, there were 66700 enterprises related to prefabricated vegetables in China, and Shandong ranked first in the country with 8200 enterprises.
Delis, an old brand food enterprise, said not long ago that the company’s 100000 ton prefabricated vegetable project has been put into operation. Exposed the “ambition” in the field of prefabricated dishes.
In April this year, Weifang, the industrial city where delis is located, proposed to build “the first city of China’s Prefabricated vegetable industry”. Relying on the leading enterprises such as delis, Zhucheng Foreign Trade, Huifa, xinhesheng and Shouguang vegetable industry group in the region, cross regional, cross industry and cross ownership merger and reorganization will be implemented.
In the beauty industry, Qingdao Pingdu, a little-known small county in Shandong Province, has more than 3000 processing plants, contracting 70% of the girls’ false eyelashes in the world. It is a real “source of false eyelashes”, with an output value of 7 billion.
In the medical and beauty industry, hyaluronic acid is now highly sought after by beauty loving girls. Huaxi biological, focus biological, Fufeng biological, Dongchen biological and Anhua biological, the top five manufacturers in the industry, are all native Shandong enterprises.
By March 2021, there were 39 hyaluronic acid enterprises in Shandong Province alone, accounting for 75% of the global sales of hyaluronic acid, forming a pattern of “the world’s hyaluronic acid sees China, and China’s hyaluronic acid sees Shandong”.
Strong industrial chain to support new consumption
Why can Shandong play such an important role in the new consumption field?
When people in the South hear about Shandong, they will confuse it with the northeast; When people in the Northeast mention Shandong, they will ask whether it is the south. More people’s impression of Shandong can not escape the word “soil”, which is mainly attributed to Shandong satellite TV’s eternal Lanxiang excavator, Stanley compound fertilizer and Honghui Fu doll advertisement.
But economically, Shandong has always been unambiguous.
In the 1980s, Shandong’s GDP ranked first in China for four consecutive years (1982-1985). In 1992, the newly rising Guangdong became the largest GDP, and Shandong fell into a fierce struggle with Jiangsu.
In 2003, China’s economy entered the rising stage of the new growth cycle, and the advantages of “group image” were fully displayed. Shandong relied on large-scale enterprises, state-owned enterprises and traditional resource-based enterprises
In 2020, Shandong became the first province in China with a total agricultural output value of more than trillion yuan. The export of agricultural products ranked first in the country for more than 20 consecutive years. Shouguang vegetables, Zhangqiu green onions, Yantai apples, Laiyang pears, Rushan oysters, Dezhou grilled chicken… Showed the richness of products.
On the basis of minerals, it is easier to derive a variety of industrial types. Shandong is rich in mineral resources and has established a solid industrial foundation on this basis. Among the 41 industrial categories announced by the United Nations, Shandong is the only province in China with all categories.
As a major manufacturing province, Shandong can realize self circulation, self-protection and self-repair from heavy trucks and smart appliances to masks and clothing.
More importantly, Shandong is the only province in China with a permanent resident population and a registered residence population of more than 100 million. It supports a large number of labor-intensive industries and has great consumption potential.
If technology and industry are applied on the basis of resource endowment, it is easy to become an industry. The raw materials of ternary biology and erythritol of bowling treasure, furan resin adhesive of Jinan Shengquan group, and corn germ edible oil of Xiwang Group are all from corn.
Hyaluronic acid was originally extracted from chicken crowns, pig eyes, cattle eyes and other parts. The developed animal husbandry in Shandong has provided a biological basis for its research and development.
The biomedical industry is an industry that needs supporting facilities, and is closely related to chemical, food, steel, materials and other industries. Shandong’s heavy industry has a relatively good foundation, which has led to the development of bio medicine as a dominant industry in Shandong.
Prefabricated vegetables and artificial meat are closely related to agriculture. Delis and Huifa food, the outstanding in the field of prefabricated dishes, are located in Weifang, Shandong Province.
Compared with Weifang, you may be more familiar with Shouguang, the hometown of vegetables. In fact, Shouguang is a county of Weifang. As an important vegetable distribution center, price formation center, information exchange center and logistics distribution center in China, Shouguang has unique advantages in prefabricated vegetables.
In the field of artificial meat, the raw material of artificial meat is mainly pea protein. The most famous product of Shuangta food was Longkou vermicelli. The raw materials of this product were peas and mung beans. Perhaps we can also understand that the transformation of Shuangta food into a supplier of artificial meat is natural.
In fact, pea protein is extracted from the wastewater from the production of vermicelli. For every ton of vermicelli produced, 13 to 15 tons of wastewater will be discharged, which not only wastes a large amount of bean protein, but also causes environmental pollution. In order to solve this problem, double tower food has developed the technology of extracting separated protein from wastewater.
Through this technology, the recovery rate of pea protein can reach 95.5%, and Shuangta food has also become the largest pea protein production enterprise in the world, developing the sideline industry into a project that makes more money than the main industry.
As for Qingdao Pingdu becoming a false eyelash production base, it is related to Shandong’s geographical advantages. Qingdao and South Korea face each other across the sea. In the 1970s, many South Korean enterprises producing fake eyelashes came to Qingdao to set up factories and brought the technology of making fake eyelashes.
It is reasonable to say that it is good to keep cool by backing on a big tree. However, in March this year, goer’s share price plummeted, and it reached the intraday limit. The main reason is that the online Apple or the airpods will reduce the output by 10 million sets this year.
Coincidentally, in the optical field, Goethe is also the core supplier of meta (original Facebook) VR products. This business surpassed Apple Earphones in 2021, contributing 41.29% of Goethe’s gross profit.
However, in the past June, a news that “meta lowered its shipment forecast by 40% in 2022” evaporated Goethe’s market value by 12.9 billion yuan.
It can be seen that suppliers are sometimes at the mercy of others and are not controlled by themselves.
As for technology, such as false eyelashes and prefabricated dishes, there are no high technical barriers. The local middle-aged and elderly women are mainly engaged in the production of false eyelashes in Pingdu. Most of them are handmade by small family workshops, and there are few enterprises above designated scale. The management of many factories is loose, and it is difficult to guarantee the products from the hygienic standard to the finalized process.
Most of the false eyelash enterprises are OEM factories of foreign famous beauty enterprises, which only charge a small processing fee, and a large amount of added value is taken away by foreign brands. The relatively well-known domestic brands Yuetong and Milan diary are not located in Shandong.
If the goal of the false eyelash enterprises is to produce more fashionable and high-quality false eyelashes that meet the personalized needs of consumers, then the competitive point of the prefabricated dishes is the research and development of the dishes, which is more recognized by the market in terms of taste and price. However, in this respect, the prefabricated dish enterprises in Shandong do not have visible competitiveness. The research and development expenses of Shandong Huifa food are high in the industry, but only account for 2.86%.
The industry competition is becoming more and more fierce. Guangdong, Henan, Fujian and other provinces are vigorously promoting the development of the prefabricated vegetable industry. How can Shandong make characteristics in this track?
As for Shuangta food, although its pea protein technology is in the leading position in the world, it is the only enterprise in the market that has three extraction technologies: wet process, dry process and new dry process. But who can guarantee that the core raw material of artificial meat will always be pea protein?
On the other hand, the core barrier of the artificial meat industry is the extrusion technology simulating real meat, not pea protein. Domestic enterprises that have not mastered this technology can hardly have technological advantages.
The same is true for erythritol. The technical difficulty is relatively low. The core of enterprise competition still lies in more production capacity, lower cost and better bargaining power. For example, ternary biology relies solely on erythritol and depends on major beverage giants. In fact, its own development is very limited.
Under the pressure of the actual situation, more and more Shandong supplier enterprises have begun to realize that the only way out is to transform from OEM enterprises to develop independent brands.
The story of Zhang Ruimin smashing the refrigerator has been widely spread, and has also shaped Haier, a well-known household appliance brand. To this day, Haier, Hisense and Tsingtao beer are still popular consumer brands in Shandong.
On the surface, supply chain enterprises have a shorter path to build their own brands, and everything is ready to be processed. It’s only good to stick their own brand logo. Why don’t so many suppliers do it?
In fact, the new consumption is nothing but new products, new demands, new channels and supply chains.
At present, the supplier has only mastered the supply chain. In addition, it also needs to invest a large amount of research and development funds to launch new products, a large amount of marketing funds to communicate with users in depth to meet consumer needs, and spend a lot of energy to layout online and offline channels.
Brand building is a long and slow process, which needs careful care. A negative news may make the previous efforts fail.
The supply of raw materials can save a lot of investment. There are three loopholes in cunning rabbits. We supply more brands. If one fails, there will be another. We can always live with orders.
However, in the long run, it is still necessary to build a brand to enable supply chain enterprises to realize the true “my life is determined by me, not by heaven”, and have the opportunity to obtain greater profits. Shandong, as a region with a complete and abundant industrial chain, has sufficient strength to support a number of new brands.
In 2003, China National Geographic gave the cover of the January issue to Shandong. In the Shandong map on the cover, the peninsula area is integrated with the head of an eagle, with calm and firm eyes and a crooked beak. At the bottom of the map are two lines of large characters: Shandong, a microcosm of China.
Indeed, Shandong’s industrial structure, resource endowment, population situation and other aspects are like the epitome of the whole of China. Even the characteristics of the gradual decline of the economic development level from east to West are surprisingly consistent with the whole of China. China is also doing the transformation of new and old driving forces and building its own brand.
1. Prism “Shandong, unexpectedly taking over the global hyaluronic acid business”
2. Wei Dao, where are the advantages of Shandong
3. Qingbao guanxiangshan “GDP growth exceeds Guangdong, leading the top four in growth rate! Shandong, opening the” catch-up mode “
4. Moose “Shandong people quietly support half of the new consumption”
5. Global tiger Finance: it is said that Apple cut the order, causing goer’s shares to flash and fall by the limit, and Qianhai Kaiyuan’s position of 3.4 billion is “lying on the gun”
6. 36 krypton “almost all the artificial meat in the world has been contracted by this fan factory in Shandong”
7. Chen Hong, “Research on the transformation and upgrading path of export-oriented small commodity industry — Taking Qingdao false eyelash industry as an example”
8. Titanium media “when Huaxi biology becomes a” cosmetics “company”
9. AI financial news agency “new consumption through the year of life and death”
10. Financial associated press “identity reversal? New consumer brands struggle for profit and suppliers cluster to impact IPO”
11. Outlook think tank “Shandong is in a hurry, not a declining Shandong!”
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Shandong has shouldered half of China’s new consumption!
可以说，华熙生物基本从一家to B的原料公司转变成了一家to C的“化妆品”公司。未来或将在市场端布局功能性食品、母婴、洗护等等一些新领域，逐步撕掉玻尿酸企业的标签。