This article is from WeChat official account: box lunch Finance (ID:daxiongfan), author: Yao Yun, Oriental IC
In July, the roasting mode of many places in the country opened, the local maximum temperature exceeded 40 °C, and the surface temperature exceeded 60 °C. As the temperature rises sharply, there is also the “garbage classification” fever from Shanghai. What garbage are you in the end? This source has been tortured by the soul, and it has forced the take-away industry to fall into a "crisis".
In the context of the parallel of punishment measures and environmental education, convenient take-out has become a troublesome thing to deal with. Therefore, the take-away industry will bid farewell to the "savage growth", the take-away platform is eye-catching, consumers do not dare to take out the sale and other sounds appear - it seems that the next moment, the US group and hungry will be pushed onto the gallows.
Box Rice Finance (ID: daxiongfan) has contacted a number of take-away companies, and interviewed consumers in Shanghai, Beijing, Hangzhou and other places that have started or tried to classify garbage, and also visited the take-away packaging in the upstream of the industrial chain. The suppliers are trying to figure out the impact of the waste sorting industry and what changes and opportunities will be brought about.
1. After the garbage is sorted, do not order takeaway?
Those "fat friends" who complain online that garbage classification is starting not to order takeout, don't drink milk tea, don't eat snacks, and refuse to make extra garbage, are obviously honest.
"Like our female life, we will order some takeaways, such as milk tea. When I couldn’t finish it, I often threw it directly in the trash. But now after the garbage sorting is implemented, I will put the pearls and pudding inside. Red beans, etc., first pour them in a wet trash can, then if there is time to condition, I will wash the cup, wash the straw and throw it in a recyclable trash can.” Shanghai resident Ms. Mao, interviewed by CCTV When it was said that the garbage was separated, the convenient takeaway became the cause of trouble.
In response to this phenomenon, Mr. Teng of Shanghai was interviewed:
"It is to dump the kitchen waste in the take-away food in the wet garbage, and the box throws the garbage. But for me, the most troublesome thing is that the wet garbage has to be broken into the garbage can, because the garbage bag is dry garbage. Leading to emptying garbage every day has become a big deal."
From July 1st, Shanghai began to implement the "newest garbage classification in history" new rules, personally throwing the wrong garbage up to 200 yuan. After Shanghai, on June 28, the Ministry of Housing and Urban-Rural Development announced that by the end of 2020, 46 key cities across the country will try first, and basically establish a waste sorting and treatment system. Before 2025, national prefecture-level and above cities should basically build garbage. Classification processing system.
Obviously, garbage sorting is a national project. After the national promotion, what are the impacts of the above-mentioned points on the sale of the platform and the take-away business?
Network milk tea waste classification map
Lunch box finance also interviewed three local young people in Shanghai, all of whom said the situation of taking-out around them had not changed suddenly because of garbage sorting: "some of the non-hard estimates are not going to be ordered, such as midnight snacks. There is no place for lunch like mine, and you have to order it. "
The results of this interview are consistent with the response given by the American League to the Financial Group. According to the response of relevant business departments in Shanghai, the current garbage classification has little impact on the take-out business. Hungry also changes only in tableware data.
According to the list of disposable tableware that Shanghai Food and Beverage Service shall not take the initiative to provide, as of July 1, 2019, catering service providers shall not take the initiative to provide disposable cutlery in the catalogue to consumers, including disposable chopsticks, spoons, forks and knives.
The order volume of``no tableware'' increased by 149%on July 1-4, according to data from the order platform. In Shanghai since this month, the quantity of tableware has become an option, and the order volume of``no tableware'' is greatly increased than before. At the same time, Meiquan take-out platform also encourages users to choose``no tableware'' by``no tableware(energy+10)'' .
That is to say, the direct influence of garbage classification on the mainstream takeout platform is not reflected in the order quantity of the consumer group.
two。 Takeout boxes in tuyere
The impact is not the take-out platform.
After 90, An Zhe is the founder of a biotechnology company in Beijing. Providing biodegradable take-out lunch boxes and related solutions for the food and beverage industry is the company's main products and services.
During the dialogue, from time to time, PBAT, PLA and other professional vocabulary from his mouth, talking about the melting point of raw materials, shaping temperature and other topics, it is hard to believe that An Zhe is a "pure liberal arts student" graduated from Communication University of China. The old bank is a choreographer who deals with cameras, lights, and scripts.
When talking about the impact of garbage classification on the company, an Zhe told us: "starting this year, we are not bad customers, nor how to find customers, a lot of chain catering enterprises will take the initiative to come to us."
In communicating with us, in addition to garbage sorting, An Zhe repeatedly mentioned another word - the ban on plastics.
Applying the concept in the business model, the garbage classification is C To B, which is managed and collected from the C-side of the downstream residents, and is distributed to the upstream garbage plant and the recycling terminal. The public's perception is relatively strong, so it didn't take long before the trial in Shanghai. The spit and paragraphs on the Internet have never stopped. The brother of the garbage classification - "the plastic prohibition order" is B To C, which is controlled from the upstream raw material supplier, the plastic manufacturer, the purchasing company, etc., and thus affects the use of the C-end public.
Beginning in 2019, following the complete ban on plastic surgery in Jilin Province in 2015, Hainan Province joined the banned plastic brigade and gave a timetable for the implementation of “banned plastics”:
Before the end of 2019, establish and improve the local laws and standards system prohibiting the production, sale and use of disposable non-degradable plastic products, improve the supervision and law enforcement system, and form the supply capacity of alternative products; before the end of 2020, the province will completely ban production, Sales and use of disposable non-degradable plastic bags and plastic tableware; Before the end of 2025, the province completely banned the production, sale and use of plastic products listed in the "Hainan Province Prohibited Production, Sales and Use of Disposable Non-Degradable Plastic Products (Trial)".
Waste sorting and prohibition of plastics are two important links in the field of resource and ecological protection. Talking about the impact and impact of waste sorting on the sale, the merchants in the take-out platform and the upstream lunch boxes and raw material supply segments have more obvious perceptions.
“In 2017, I was still doing business of take-out operation services. In the process of business development, I found that foreign countries have issued a ban on plastics, and the plastic waste produced at home and abroad in the rapid development of the industry is also growing geometrically.” An Zhe found This narrow, but should be able to walk through the path, head into the raw materials industry.
On January 17, 2018, Ai Media Consulting issued the “Research Report on China Online Catering and Takeaway Market in 2017-2018”. According to iiMedia Research (Ai Media Consulting), the growth rate of China's online food and beverage market has continued to slow down, but there is still room for exploration. The size of the takeaway market in 2017 exceeded 200 billion yuan, and it is expected to reach 243 billion yuan in 2018. .
At the same time, according to the New York Times's report on May 28, scientists estimate that China's online takeout business in 2017 produced 1.6 million tons of packed waste,9 times that of two years ago. This includes 1.2 million tons of plastic boxes, 17.5 million tons of disposable chopsticks, 16.4 million tons of plastic bags and 4.4 million tons of plastic spoons. It is estimated that this figure will increase to about 2 million tons in 2018.
The other is the fast-moving take-out and take-away lunch box garbage, and the other is the internationally more mainstream “ban on plastics”.
On January 11, 2018, British Prime Minister Theresa May unveiled a national environmental strategy for the next 25 years in London, announcing that Britain plans to eliminate all preventable plastic waste by 2042, including plastic bags, food bags and disposable plastic pipes that are relevant to the daily lives of British people.
In order to completely solve the problem of rejection of waste plastics, the Ministry of Environment of South Korea will implement a 40-day legislative notice on the relevant legal amendments from August 2, 2018. From the end of the year, disposable plastic bags will be completely banned in shopping malls and supermarkets, achieving a leap from "no free" to "total prohibition." more than 11000 supermarkets and more than 2000 large-scale shopping malls will only be able to provide customers with metering garbage bags in the future. Empty cartons and environmentally friendly shopping bags are used to store items.
Chile, Australia, New Zealand, Mongolia, Indonesia and other countries have begun to ban plastic.
"you think, do takeout operations or consulting, a big enterprise budget for a year, up to three or five million. That lunch box is not, high frequency high customer unit price, the ceiling in this area is much higher than before. " Speaking of which, Anzhe also picked up several different materials and shapes of lunch boxes to make us feel, "just now, a Japanese catering chain contacted us and needed to make a set of molds for biodegradable materials, 3 million."
3. On the eve of shuffling
As far as the current mainstream waste treatment technologies are concerned, there are mainly incineration, landfill and composting. The solid waste observation public number has vividly described the location of these three types of garbage disposal methods.
"Incineration is only the third, the boss is the landfill, the second is the compost, they have been born in the farming era for thousands of years. At the moment, the second child compost is at home, basically not very good; the boss fills the heart There is not enough energy, the status of the industry is not as good as before; the third generation of burning is the strong and strong, and can be seen everywhere in the country."
What is the relationship between the garbage classification and the banned order? Why is waste sorting a good news for the biodegradable materials industry? In response to this question, we interviewed Ms. Yu, who is responsible for the promotion of waste sorting in Hangzhou.
It is understood that Hangzhou can fill a West Lake in three to four years of garbage production in a day; in less than 12 years from 2007 to 2019, Hangzhou has filled more than 17 million tons of garbage. The landfill volume, which was expected to be used for 24 years, was filled in 12 years.
Amount of domestic garbage in Yuhang District of Hangzhou in recent years
According to the change of domestic garbage in Yuhang District of Hangzhou City in recent years, the cost and pressure of local government to dispose of garbage can be imagined.
Source: national Oceanic and Atmospheric Administration, Woodhall Institute of Oceanography
A large part of these household wastes are take-away lunch boxes, bags, tableware, and so on. It takes 450 hours to degrade after using these garbage for a few hours, or a few minutes. And this is one of the reasons for garbage classification. If the take-away lunch box is treated with the rest of the food, the degradation time will be extended several times in the food that can be quickly decomposed in the soil, which is tantamount to increasing the resource cost invisibly.
From the ban on plastics to the classification of garbage, in the environmental protection, deliberately or unintentionally chose the blind-selling take-out industry. After "sleeping" for more than ten years, it has reached the moment when you have to open your eyes.
Lunch box finance (ID:daxiongfan) interviewed "the environmental protection and safety of takeout lunch boxes" and "why kitchen waste and plastic waste should be separated".
Mr. Teng of Shanghai said that the environmental awareness after garbage sorting has been improved, but the cost of degradable materials is relatively high, and it is finally promoted to the wool. For ordinary consumers, the concept of environmental protection and public welfare cannot be enforced, and it is impossible to upgrade immediately.
Ms. Shan of Shanghai added that she had been concerned about the safety, health and environmental protection of takeaway lunch boxes before, but she never knew how to avoid the risks.
"unless catering chains such as KFC and McDonald's, general catering enterprises, who will specialize in from materials to industrial design to lunch boxes, their own upstream and downstream to do the integration of the industrial chain? Without the premise of scale, there is no cost advantage, time-consuming and labor-consuming. " An Zhe told us that under the premise of the integration of the industrial chain, the price of degradable materials has decreased slightly, but the average price is still more expensive than the plastic lunch boxes provided by catering enterprises.
In view of the ready-made takeaway lunch boxes, the average starch-based degradable lunch box is about 1.5 yuan, which is the same as the price of the plastic lunch box in the middle.
At the beginning of this year, "Business Weekly Chinese Edition" reported on the unsatisfactory and increasingly expensive takeaway. In the report, the focus is on clearing and analyzing a phenomenon - the take-away is becoming more and more expensive, and the cost of the business is getting higher and higher.
According to the national catering income announced by the China Cuisine Association, it has been learned that the cost of third-party take-out platforms has been included since 2018, becoming an important data indicator for catering costs. The association analyzed that due to the rising costs of labor, rent, social security, disability, and third-party take-out service platform fees, there was no significant change in the fees charged by enterprises, and the performance of the catering market was weak.
Analyst Yang Xu also predicted in the interview: "The take-away price has generally risen since 2019. The reason for the increase comes from two aspects, one is the increase in platform commissions, and the other is the increase in distribution fees."
This prediction has not been added to the upcoming "environmental lunch box revolution." For example, the use of high-cost biodegradable lunch boxes is aggravating for many small and medium-sized takeaway catering businesses. After passing such costs to the consumer side, the main cost-effective and convenient take-away industry will gradually lose its advantage.
It’s always necessary to go out and mix it up, and iterate into a safer and more environmentally-friendly “meal box”, which is just the debt left in the extensive growth of the take-away industry. However, if you do not reduce the cost of environmental protection and safety, rely mainly on the "non-national environmental awareness" utopian method or the "garbage classification" of strict punishment means, how long can merchants and individuals persist?
This article is from WeChat official account: box lunch Finance (ID:daxiongfan), author: Yao Yun, Oriental IC
* the article is an independent point of view of the author, which does not represent the position of the tiger sniff net. This paper is published by the tiger olfactory net authorized by box lunch finance and economics, and edited by the tiger olfactory net. Reprint this article with the consent of the author, and please attach the source (tiger olfactory net) and links to this page. Original link: https://www.huxiu.com/article/308071.html
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