Market Overview - On September 16, the food processing sector declined by 0.69%, with Gais Food leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the food processing sector included: - Qianwei Yangchu (001215) with a closing price of 36.15, up 3.52% and a trading volume of 72,300 shares, totaling 254 million yuan [1] - ST Chuntian (600381) with a closing price of 5.20, up 3.17% and a trading volume of 130,300 shares, totaling 65.9 million yuan [1] - Baba Food (605338) with a closing price of 24.23, up 2.54% and a trading volume of 24,800 shares, totaling 59.4 million yuan [1] - Major decliners included: - Gais Food (836826) with a closing price of 14.35, down 4.52% and a trading volume of 155,500 shares, totaling 225 million yuan [2] - Huadong Shares (002840) with a closing price of 11.92, down 2.77% and a trading volume of 312,700 shares, totaling 373 million yuan [2] - Huifa Food (603536) with a closing price of 11.11, down 2.54% and a trading volume of 354,400 shares, totaling 394 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 251 million yuan from institutional investors, while retail investors saw a net inflow of 217 million yuan [2] - The detailed capital flow for selected stocks showed: - ST Chuntian (600381) had a net inflow of 10.68% from institutional investors [3] - Qianwei Yangchu (001215) had a net inflow of 2.25% from institutional investors [3] - Gais Food (836826) had a net outflow of 0.41% from institutional investors [3]

Group 1 - The recent controversy surrounding the use of pre-prepared dishes in restaurants, particularly highlighted by Luo Yonghao's comments about Xibei, has led to increased public attention on the pre-prepared food sector [1][2] - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, establishing a unified definition and mandatory disclosure for the use of pre-prepared dishes in restaurants [2][3] - Following the announcement, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi (002330) hitting the daily limit and closing at 5.45 yuan, up 10.10%, and its pre-prepared dish revenue projected to account for 21.67% of total revenue in 2024 [2][3] Group 2 - The stock of Longda Meishi (002726), a supplier to Xibei, also rose by 5.69% to 6.13 yuan, following a strategic cooperation agreement with Xibei to enhance product supply and brand influence [3] - Industry experts are optimistic about the positive impact of regulatory standards on the pre-prepared dish sector, with expectations that the introduction of these standards will promote industry self-discipline and benefit leading brands [3] - The recent discussions around pre-prepared dishes have emphasized the need for restaurants to disclose their use of such products, which is expected to strengthen industry self-regulation and enhance consumer trust in quality brands [3]

盖世食品（836826）今日上涨3.02%，全天换手率38.27%，成交额3.65亿元，振幅17.85%。龙虎榜数据 显示，营业部席位合计净买入258.38万元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均跌1.79%，上榜后5日平均跌4.17%。（数据宝） 盖世食品9月15日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 856.83 | 212.01 | | | 部 | | | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 769.63 | 420.09 | | 买三 | 财信证券股份有限公司杭州庆春路证券营业部 | 687.78 | 19.20 | | 买四 | 国泰海通证券股份有限公司江苏南京常府街营业部 | 529.83 | 526.26 | | 买五 | 东方财富证券股份有限公司拉萨团结路第二证券营业 | 456.13 | 406.74 | | | 部 | | | | 卖一 | 国泰海通证券股份有限公司江 ...

Core Viewpoint - The recent controversy surrounding pre-prepared dishes, sparked by comments from entrepreneur Luo Yonghao, has led to increased attention on the pre-prepared food sector, particularly with the upcoming national food safety standards set to clarify the definition and disclosure requirements for pre-prepared dishes [2][4] Industry Summary - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, aiming to establish a unified standard for the industry [2][4] - The introduction of these standards is expected to enhance industry self-regulation and benefit leading brands, allowing them to consolidate their market advantages [3][4] Company Summary - Following the news, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi reaching a 10.10% increase, closing at 5.45 yuan, and projecting that pre-prepared dish revenue will account for 21.67% of its total revenue in 2024 [3] - Other notable stocks included Weizhi Xiang, which saw a 4.93% increase, and Longda Meishi, a supplier to Xibei, which rose by 5.69% after signing a strategic cooperation agreement with Xibei [3]

（记者 曾健辉） 每经讯，2025年9月15日，北交所上市公司盖世食品（836826，收盘价：15.03元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到38.27%，成交数量2302.96万股，成交金额3.65亿元。买一席位为东方财富证券股份有限公司拉萨团结路第一 证券营业部，买入856.83万元；卖一席位为国泰海通证券股份有限公司江苏南京常府街营业部，卖出526.26万元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 | | 2025-09-15盖世食品 (836826) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 东方财富证券股份有限公司拉萨团结路第一 证券营业部 | 8568293.51 | 2120134.27 | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 7696320.82 | 4200889.36 | | 考3 | 财信证券股份有限公司杭州庆春路证券营业部 | 6877827.22 | 19198 ...

Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

惠发食品、得利斯双双涨停，盖世食品涨超15%，国联水产涨超10%，海欣食品、千味央厨、味知香、 益客食品等涨幅居前。 ...

周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。 9月15日，预制菜概念盘初走强，得利斯（002330.SZ）、惠发食品（603536.SH）涨停，味知香 （605089.SH）、国联水产（300094.SZ）、千味央厨（001215.SZ）、盖世食品（836826.BJ）、益客食 品（301116.SZ）等跟涨。 【#预制菜概念盘初走强# ，得利斯涨停，多家上市公司回应】#多家上市公司回应预制菜挑战# ...

周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。9月15 日，预制菜概念盘初走强，得利斯、惠发食品涨停，味知香、国联水产、千味央厨、盖世食品、益客食 品等跟涨。味知香被称为A股"预制菜第一股"，半年报显示：上半年，味知香归属净利润同比下滑了 24.46%。对于预制菜行业所面临的挑战，味知香董事长、总经理夏靖此前在业绩发布会上表示，预制 菜行业的繁荣与挑战并存，在市场规模快速增长的同时，消费者需求的多元化和行业竞争的加剧也为预 制菜企业提出更高的要求，同时，预制菜行业也面临了标准不一、食品安全、监管标准等问题，随着相 关标准的逐步出台，从长期来看，优质的品牌力将会是人们的消费选择，千味央厨在互动平台回答投资 者关于如何应对公众对预制菜行业的信任危机时表示，其深刻理解并高度重视当前市场对预制菜行业存 在的信任挑战，并采取了多项应对措施，包括源头严控与供应链升级，公司始终将保障原料的稳定供应 与卓越质量视为重中之重；构建严密的质量监控体系，针对不同业务环节制定了质量管理制度等。（一 财） ...

2025.09. 15 本文字数：621，阅读时长大约1分钟 作者 | 第一财经 安卓 周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。 | | | 预制菜 1 | | | --- | --- | --- | --- | | | | 1221.69 1.19% | | | 成分股 基金 | 简況(F10) | 资金 | 分析 社区 | | 全部 龙头股 | | 3日内有涨停 连板 | 连续3日主7 | | 名称/代码 | | 最新 ◆ 涨幅 = 5日涨幅 = > | | | 盖世食品 | | 16.75 +14.80% +15.52% | | | 836826 | | | | | 领涨龙头3 | | | | | 国联水产 | | 4.17 +10.32% +11.53% | | | 300094 | | | | | 得利斯 | | 5.45 +10.10% +11.00% | | | 002330 | | | | | 最终涨停09:25 首板 | | | | | 惠发食品 | | 11.88 +10.00% +11.55% | | | 603536 | | | | | 最终 ...