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风波中的预制菜行业!门槛低竞争大,上市公司利润普遍下滑
Nan Fang Du Shi Bao· 2025-09-15 13:33
Group 1 - The recent events involving Luo Yonghao and Xibei have sparked renewed consumer interest in the "pre-prepared dishes" industry, leading to significant stock price increases for related listed companies [1] - Companies such as Delisi (002330), Huifa Food (603536), and Longda Meishi (002726) saw their stocks hit the daily limit, while Guolian Aquatic (300094) experienced a peak increase of 12.43% during trading [1] - The pre-prepared dishes market in China is projected to reach a scale of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to reach 749 billion yuan by 2026 [6] Group 2 - The regulatory framework for the pre-prepared dishes industry has begun to take shape, with various standards and regulations being established to promote high-quality development [4][5] - The National Market Supervision Administration and other ministries issued a notification in March 2024, providing clear definitions and standards for pre-prepared dishes [4] - Despite the rapid growth of the market, challenges such as low entry barriers, product homogeneity, and consumer trust issues have intensified competition, leading to a general decline in profits across the industry [7] Group 3 - Financial reports from several pre-prepared dish companies for the first half of 2025 indicate a decline in net profit, with Guolian Aquatic reporting a loss of 550 million yuan [9] - Most companies have experienced a decrease in gross profit margins, with notable declines in revenue for companies like Longda Meishi and Huifa Food [8][9] - The high-gross-margin companies, such as Anjixin Food and Sanquan Food, are identified as industry leaders, while others like Guangzhou Restaurant and Xianyin Food have restaurant operations that may affect their performance [10] Group 4 - The customer base for pre-prepared dishes includes a wide range of dining establishments, from fast food chains to high-end restaurants, indicating the widespread acceptance of these products in the food service industry [11] - Companies are exploring new profit growth points, with some, like Haodangjia, venturing into the health and wellness sector by developing marine product-based health supplements [11]
打破人才流动的“玻璃门”:专家共论广东人才引育破局之道
Nan Fang Du Shi Bao· 2025-09-15 13:15
南都讯 打破人才流动的"玻璃门"、突破体制内外机制障碍、设立"周末工程师""周末科学家"岗位、推 行"产业人才驻校"制度……9月15日,在广东省加快推进现代化产业体系建设专题会议(高素质人才引 育专场)上,多位专家学者、企业家、人大代表齐聚一堂。从人工智能到低空经济,从电子信息到生物 医药,来自不同领域的参会嘉宾聚焦广东产业发展的核心动脉,共同剖析人才培养的深层脉络,为广东 人才引育"把脉开方"。 打破人才流动的"玻璃门" 从昔日的"人口大省"跃升为今日的"人才大省",广东在人才引育的战场上已悄然完成一次华美蜕变。而 这一进程的核心,在于顶层设计的战略决心和体制机制的破茧之变。全省高质量发展大会部署的"百万 英才汇南粤"行动计划,已为现代化产业体系注入强大支撑。省人大常委会的专题调研报告显示,通 过"百万英才汇南粤"行动,截至7月底,广东共吸纳超100万名高校毕业生在粤来粤就业创业。 中国科学院院士,全国人大代表,国际著名实验物理学家,国家最高科学技术奖获得者,南方科技大学 校长薛其坤在会上分享了南方科技大学的生动案例:通过全员聘任制和"准聘-长聘"制改革,这所大学 的人才队伍已基本形成结构科学、活力充沛的" ...
无人驾驶干掉1亿司机?自媒体“炮轰”科技公司,法院判了
Nan Fang Du Shi Bao· 2025-09-15 12:40
庭审中,就案涉文章涉及的"自动驾驶行业从业者A""金融从业者M",某营销公司表示是其采访对象, 但未提供相关的采访记录。 【法官说法】自媒体发表观点属言论自由范畴但部分措辞超出合理评论边界 南都讯 记者赵青 通讯员李楚 自媒体发文评论自动驾驶汽车"干掉1亿底层司机"?近日,广州互联网法 院审理了一起因评论新科技业务对就业市场影响而引发的名誉权侵权纠纷。 自媒体发文评论自动驾驶业务称会端掉200万弱势群体饭碗 2024年8月6日,某营销公司在其运营微信公众号"XX财经"发布《XX科技赴美IPO,募资5亿美元,干掉 1亿底层司机》,该文分析某科技公司无人驾驶业务、产品对就业结构产生的影响。 文章凭"自动驾驶行业从业者A""金融从业者M"的口述,发表"XX科技四大产品遭受质疑,干掉1亿底层 弱势群体""XX科技的自动驾驶环卫车一旦大规模应用,这不是自动驾驶的胜利,而是端掉了200万弱势 群体的饭碗""XX科技真要普及了,你让那些背负贷款,熬夜跑长途,一个人养全家的人怎么活?""XX 科技取代的不是高危工作,而是1亿底层弱势群体的基本生活保障""其实在XX科技的其他产品也有同样 的问题——不给弱势群体留一点生存希望" ...
预制菜风波也是餐饮行业改进的机遇
Nan Fang Du Shi Bao· 2025-09-15 12:37
近日,罗永浩称西贝"几乎全是预制菜"的事件不断发酵,引发关注。9月15日,西贝发布致歉信称"深刻 意识到西贝的生产工艺与顾客的期望有较大差异,没有满足广大顾客的需求与期待","将尽可能把中央 厨房前置加工工艺调整到门店现场加工",宣布多款菜品调整为门店现做,10月1日前全国门店陆续完成 调整。 这场预制菜风波吵吵嚷嚷,尽管参与各方不乏情绪化言论,消费者的态度已然十分明确。 一方面,他们对自己作为消费者应享有的知情权有着坚定的主张。这样的权利主张受到了有关法律的强 力支持。消费者权益保护法第八条明确规定,消费者享有知悉其购买使用的商品或者接受的服务的真实 情况的权利。鉴于预制菜在食材加工、成本等方面与现炒菜存在着差别,因此当消费者走进一家餐厅, 其有权知道自己所食用的菜品是厨师现做还是预制加工。 西贝此次的调整正是对消费者诉求的一种回应。将中央厨房前置加工工艺调整到门店现场加工,不仅能 让消费者看到菜品的制作过程,增加透明度,也能在一定程度上提升菜品的口感。 西贝宣布拟调整的多款菜品,如儿童餐吃光光牛肉焖饭牛肉酱、儿童餐牛肉饼、猪排烩酸菜,在食客中 有一定的知名度,现在调整为"现炒""现做",显然更符合消费者预 ...
金融消保新规出台,对坑人的机构严惩不“贷”
Nan Fang Du Shi Bao· 2025-09-15 12:33
呼应行业发展进程,监管政策演变也做了针对性安排。据报道,此次新规替代的是《银行保险机构消费 者权益保护监管评价办法》,而后者要求银行保险机构加强对互联网平台等第三方合作机构的消保管 理,强化消保审查,风控关口前移,防止产品"带病"上市,所以,对网贷助贷平台而言,此次新规无疑 值得重视。 近日,《金融机构消费者权益保护监管评价办法》(下称"《金融消保新规》")正式印发,将参照七大 标准,对金融机构消费者权益保护工作进行五级分类,并给予对应的奖惩措施,最严重者可能被暂停业 务。《金融消保新规》虽未提及网贷、助贷平台,但对这些行业而言,有着重要参考意义。 就在近日,"贷款100多万中介收31万"的话题就登上社交媒体热搜,这个案例揭示的第三方金融机构消 费套路非常典型,其中就包括:一是收取高昂的服务费,这种现象在目前类似的第三方金融服务中非常 普遍。比如,很多平台通过电话向消费者推销信贷产品,并允诺较低的利息和服务费,但后续在有关流 程和合同中往往会增加各种收费,使得最终的成本大大超过常规渠道的信贷服务。二是中介机构通过各 种操作,最终让没有资质的消费者获得贷款。在上述案例中,中介就是以逾期为由让他人协助,通 过"A ...
广州新就业形态劳动者权益保障周开启 开设5个行业专场
Nan Fang Du Shi Bao· 2025-09-15 12:30
南都讯 为提升新就业形态劳动者劳动权益保障水平、为新业态经济发展聚势赋能,9月15日至9月19 日,中共广州市委社会工作部、广州市人力资源和社会保障局联合市委网信办、市交通运输局、市市场 监管局、市邮政管理局、市总工会、市妇联等部门组织开展2025年"权'新'为您·生态共融"新就业形态劳 动者权益保障周活动。本次权益保障周活动别开生面地采用"主会场+专场"活动形式,共举办2个主会场 和5个行业专场活动,活动安排紧密、形式丰富多样,实现新业态行业的广泛覆盖。 9月15日下午,隆重的权益保障周启动式和就业供需对接会在海珠区乐峰广场举行,28个现场摊位集岗 位发布、求职咨询、职场规划、创业集市、健康义诊等为一体。 9月16日上午在黄埔区萝岗万达广场举办网约配送员专场"金秋送暖"节日慰问和政策宣传咨询活动;9月 16日下午在天河区岑村举办"红色引擎·暖'新'同行"新就业群体心理知识及法律讲座暨网约车矛盾调解热 线周年活动,将网约车货车司机的心理健康服务与纠纷化解服务创新结合。 9月17日上午在市邮政管理局举办"健康相伴·快递员专场活动",邀请医师为快递员们开展健康知识讲座 和义诊活动,关注他们的身心健康。 9月18日 ...
吸纳百万毕业生后,广东开会再提“人才”!四大部门回应
Nan Fang Du Shi Bao· 2025-09-15 12:25
Group 1: Talent Development Initiatives - Guangdong has launched the "Million Talents Gathering in South Guangdong" initiative, attracting over 1 million college graduates for employment and entrepreneurship in the region by July 2023 [1][2] - The provincial government is focusing on 20 strategic industrial clusters, including artificial intelligence, robotics, and new energy vehicles, to enhance talent supply and match job opportunities [2][3] - The total skilled workforce in Guangdong is 22.01 million, with 8.27 million being high-skilled talents, indicating a strong emphasis on increasing high-skilled talent supply through various training programs [2] Group 2: Education and Industry Integration - The provincial education department aims to optimize the alignment between educational programs and industry needs, enhancing the relevance of academic disciplines to modern industrial requirements [3][4] - Efforts are being made to improve vocational education quality and effectiveness, with a focus on establishing modern industrial colleges and enhancing training for high-skilled talent [3][4] - Continuous development of mechanisms for industry-education integration is being promoted to facilitate collaboration between educational institutions and industries, ensuring that research outcomes are effectively applied in the industrial sector [4][5] Group 3: Innovation and Technology Support - The provincial technology department is working on building a comprehensive innovation chain that includes basic research, technology breakthroughs, and talent support, aiming to create a high-level talent hub [6] - Initiatives are in place to attract strategic scientists and high-level innovation teams to address critical technological challenges and enhance the region's innovation ecosystem [6][7] - The focus is on optimizing talent evaluation systems to favor industry and youth talents, promoting collaboration between enterprises and educational institutions to foster innovation [6][7] Group 4: Industry-Specific Talent Policies - The industrial and information technology department is supporting enterprises in their role as primary agents for talent cultivation and retention, particularly in key sectors [7] - Policies are being developed to integrate talent development with industrial growth, linking talent outcomes directly to project and funding incentives [7] - The emphasis is on creating targeted measures to nurture talent in emerging industries such as integrated circuits, artificial intelligence, and robotics, ensuring that talent evaluation is aligned with industry contributions [7]
未取得资格证书擅自开展诊疗活动,东莞石碣一人被罚款3万元
Nan Fang Du Shi Bao· 2025-09-15 12:24
9月12日,东莞市石碣镇披露一则行政处罚告知书送达公告,因未取得卫生专业技术资格证书,在石碣 一公寓内为他人擅自开展针灸等中医诊疗活动,张某林被没收违法所得200元,处罚3万元。 根据该行政处罚告知书,张某林,未取得《医师资格证书》、《医师执业证书》或其他卫生专业技术资 格证书,于2025年4月20日在石碣镇桔洲村某公寓某房内为他人擅自开展针灸等中医诊疗活动,上述行 为违反了《中华人民共和国医师法》第十三条第四款的规定,根据《中华人民共和国医师法》第五十九 条和《广东省卫生健康行政处罚裁量基准》(序号:21,裁量情节:较轻)的规定,石碣镇综合行政执 法队拟责令其停止非法执业活动,并对其作出如下行政处罚:没收违法所得200元并处罚款人民币3万元 整。 ...
瞒报高空坠落事故!惠州博罗一公司被查
Nan Fang Du Shi Bao· 2025-09-15 12:21
近日,惠州市博罗县应急管理局正式发布《博罗福田惠州益利素勒电磁线有限公司工地"6·23"一般坠落 事故调查报告》,详细披露了两年前发生在当地的一起安全生产责任事故。该事故造成一名施工队负责 人重伤,并存在事故信息瞒报行为。 报告显示,2023年6月23日,位于博罗县福田镇的惠州益利素勒电磁线有限公司建筑工地在进行地下室 钢制接水盘安装作业时发生高处坠落事故。施工队负责人丁某平在操作过程中从高处摔落至负一层,造 成脊髓损伤遗留截瘫,后经鉴定为重伤一级。事故造成直接经济损失约27万元。 事故经过 报告认定,这是一起典型的员工违规作业引发的生产安全责任事故。 施工队负直接责任,承包公司瞒报被罚 丁某平施工队为个人队伍,并无营业执照,其与总承包方广东青祥建筑工程有限公司签有承包合同。 调查启动 时隔一年后挂牌督办 事故发生后,现场人员虽进行了及时救援并将伤者送医,但并未按规上报。直至2024年6月21日,伤者 丁某平向有关部门举报这起生产安全事故,该事故才进入监管视野。 责任认定 违规作业是直接原因 经调查,事故直接原因是丁某平本人违规作业。事发时丁某平站立于未加固定的防坠网上操作人力葫芦 吊,吊运的钢板因下落速度过 ...
处罚书披露!艾为电气涉虚假审计报告,IPO之路再添变数?
Nan Fang Du Shi Bao· 2025-09-15 12:15
Core Viewpoint - The Ministry of Finance has issued penalties against Shenzhen Juyuan Lide Accounting Firm for failing to implement necessary audit procedures and for fabricating reasons to issue false audit reports related to Shenzhen Aiwei Electric Technology Co., Ltd, which is currently pursuing an IPO on the Shenzhen Stock Exchange's Growth Enterprise Market [2][5]. Group 1: Audit Issues - Shenzhen Aiwei Electric's 2022 financial statements showed significant discrepancies, including a fictitious reduction of cash funds by 13.76 million yuan (89% reduction), accounts receivable by 20.25 million yuan (25% reduction), and inventory by 36.27 million yuan (55% reduction) [3][5]. - The audit firm failed to implement necessary audit procedures and did not obtain sufficient appropriate audit evidence, leading to inappropriate audit opinions [3][5]. - The Ministry of Finance has decided to suspend the auditing business of Juyuan Lide for six months due to these violations [5]. Group 2: Company Background - Aiwei Electric, founded in 2017, specializes in high-voltage core components for new energy vehicles, with major clients including Geely, Li Auto, Chery, GAC, Changan, and BYD [2][4]. - The company submitted its prospectus for an IPO in June 2023, aiming to capitalize on the growing new energy vehicle market [2][4]. Group 3: Financial Performance - Aiwei Electric reported revenue growth from 215 million yuan in 2022 to 341 million yuan in 2023, representing a year-on-year increase of 58.21% [7]. - The net profit for the same period increased from 57 million yuan to 86 million yuan, a growth of 50.63% [7]. - The company's core product, the thermal management high-voltage controller, accounted for over 99% of total revenue from 2022 to 2024 [7]. Group 4: Shareholding and Legal Issues - There have been concerns regarding the company's shareholding structure, including issues of shareholding representation and arbitration lawsuits related to shareholding disputes [4][9]. - The complex shareholding history, including over three years of shareholding representation, raises uncertainties about the company's compliance for the IPO [12].