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中國肉價大漲,讓人造肉公司看到了機會

彭博社 2019年11月12日

Impossible Foods正計劃打入全球最大的肉類市場,推出植物豬肉產品。

全球肉類市場的市值已經達到2.7萬億美元,而Impossible Foods公司正計劃打入該領域最重要的市場——中國,推出植物豬肉產品。

“我們的植物豬肉原型產品已經非常成熟。”Impossible Foods的首席執行官派特·布朗于11月6日在中國國際進口博覽會上接受彭博電視采訪時表示,“只需進行商業化和規模化生產即可。”

布朗表示,亞洲大國中國的肉類消費占全球總量的28%,“一直是我們最重要的目標市場”。他還補充說到,公司正在與中國潛在的合作伙伴和政府官員就相關事宜開展對話。

Jefferies的分析師西蒙·鮑威爾認為,植物肉成功進入中國會給新生的人造肉市場帶來深刻變化。目前,植物肉在全球肉類消費中占比不足1%,而到2040年,這一數字將有望達到9%。Impossible Foods生產的植物牛肉漢堡目前已經在漢堡王等美國餐館上架,也在試圖打開歐洲市場。

豬肉占中國消費者每日肉食攝入量的六成以上,但非洲豬瘟的流行導致大量生豬退出市場,今年9月,豬肉價格飆升近70%,給家庭開支增加了負擔。

“我們作為小型企業并不是要填補非洲豬瘟造成的市場空白,”布朗表示,“但疫情讓人們進一步認識到,動物食品的生產多么脆弱性,也給我們提供了機會。這是實實在在的食品安全問題,我們希望能夠幫助中國解決問題。”

布朗表示,中國政府官員“正在不遺余力地為減少環境足跡而努力,對食品安全問題也有非常清晰的認識。”

“中國只能生產所需肉類產品的四分之一,”他說。“因此,每當中國有人吃牛排,亞馬遜都要忙碌一陣。”(財富中文網)

譯者:馮豐

審校:夏林

Impossible Foods Inc. is working to launch plant-based pork as it looks to enter China, the crown jewel of the $2.7 trillion global meat market.

“We already have very good prototypes of plant-based pork,” Chief Executive Officer Pat Brown said in a Bloomberg TV interview at the China International Import Expo in Shanghai on November 6. “It’s really just a matter of commercializing and scaling that.”

With China accounting for 28% of the world’s meat consumption, the Asian giant has “always been the most important country for our mission,” he said. His company is in discussions with potential local partners and Chinese government officials, he added.

A successful China entry would be a game-changer for the nascent imitation meat market, which currently accounts for less than 1% of the global meat consumption, but has the potential to reach 9% by 2040, according to Jefferies analyst Simon Powell. Impossible’s faux beef burgers are already served at Burger King and other restaurants in the U.S., while it’s also seeking to sell in Europe.

Over 60% of Chinese consumers’ daily meat intake is pork, but an epidemic of African swine fever has forced widespread hog culling. Pork prices spiked nearly 70% in September, hurting household budgets.

“As a small company, we are not going to fill the void left by the African swine fever epidemic,” said Brown. “But this is an opportunity as people are going to realize how vulnerable animal-based food production is. It’s a real food security issue and we want to help China solve that.”

Brown said that Chinese government officials “are really committed to reducing their environmental footprint and very aware of food security issues.”

“Demand for meat exceeds by a factor of four what China can produce on its own land,” he said. “That’s why every time someone eats a steak in China, a little puff of smoke goes up in the Amazon. ”

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