Core Viewpoint - Recent food safety incident involving a consumer finding a suspected blood-stained band-aid in a product from Laiyifen has raised significant public concern about food safety and quality control within the company [1][2] Group 1: Incident and Response - Laiyifen has initiated a full investigation and has removed the affected batch of products from the market following the incident [1] - The company has stated that the involved products have been sealed and that they reached a settlement with the consumer, with no non-compliant products found by market supervision authorities [1] Group 2: Business Model and Challenges - Laiyifen's business model heavily relies on OEM (Original Equipment Manufacturer) production, with over 1,500 OEM products across 13 core categories, which can lead to challenges in food safety and quality control [1] - The company has faced over 400 consumer complaints related to food safety issues, indicating a significant erosion of consumer trust [2] - The rise of new retail formats and brands has intensified competition, leading to a 15.25% decline in revenue to 3.37 billion yuan and a net loss of 75.27 million yuan, a 231.94% increase in losses year-on-year [2] Group 3: Recommendations for Improvement - The company must prioritize strengthening food safety and quality control risk management to ensure product safety and quality [3] - There is a need for Laiyifen to reassess its quality control processes under the OEM model, enhancing the selection, supervision, and assessment of OEM factories [3] - The company should accelerate innovation and explore new business paths, focusing on diversification, product service innovation, and channel development [3]

Core Viewpoint - Consumer trust and preference are crucial market resources for consumer-facing companies, and the handling of public sentiment events reflects their brand management and operational effectiveness [1] Group 1: Incident Overview - On May 10, a consumer reported finding a blood-stained adhesive bandage in a "high粽" series product from 来伊份, prompting a public response [2] - The product in question was produced by 浙江五芳斋实业股份有限公司, with the production location in 嘉兴市, 浙江省 [2] Group 2: Company Response - The company initiated a full-chain investigation immediately after the incident and communicated with affected consumers, ensuring their health and rights were protected [5] - 来伊份 has removed the affected batch of products from shelves and offered consumers the option for refunds or exchanges, along with additional compensation [5] - The company emphasized its commitment to food safety management across all production and supply chain processes to prevent future incidents [5] Group 3: Sentiment Analysis - The舆警分值 for 来伊份 was 59 out of 100, indicating a relatively high but still below-passing score in managing the incident [3] - The company's proactive and timely response was a key factor in achieving a higher score, although the overall information provided was deemed insufficient [6] - Consumers expressed concerns regarding potential violations by the subcontractor and regulatory gaps within 来伊份, highlighting the complexity of the supply chain [7]

Core Viewpoint - The company is actively addressing consumer complaints regarding a product quality issue and is cooperating with regulatory authorities to ensure consumer safety and restore public confidence in its products [1][6]. Group 1: Incident Response - On May 10, a consumer reported finding a foreign object resembling a blood-stained band-aid in the company's product, prompting the company to initiate a full investigation [5]. - The company announced on May 12 that it has launched a comprehensive investigation and is in communication with affected consumers, ensuring their health and rights are protected [6]. - The company has taken proactive measures by recalling and sealing the affected product batches and is offering consumers the option to return or exchange products with additional compensation [6]. Group 2: Company Performance - As of December 31, 2024, the company reported a total of 3,085 stores, a decrease of 16.28% year-on-year, with 1,485 direct-operated stores and 1,600 franchised stores, reflecting a decline in both categories [6]. - The company's revenue for 2024 was 3.37 billion yuan, representing a year-on-year decrease of 15.25%, while the net profit attributable to the parent company was -75.27 million yuan, a significant decline of 231.94% compared to the previous year [6].

Group 1 - Zhejiang Wufangzhai Industrial Co., Ltd. has established a special task force to investigate the production process following online public opinion regarding the "Honey Date Zongzi" product [1] - The company has strict quality control measures in place, including designated quality inspectors for each production step and specific protocols for employees with injuries [1] - Wufangzhai emphasizes the importance of food safety as a lifeline for the company's development and commits to addressing consumer feedback promptly and responsibly [1] Group 2 - Shanghai Laiyifen Co., Ltd. has initiated a full-chain investigation after consumers reported finding suspected blood-stained band-aids in their Zongzi [2] - The affected product, "Honey Date Zongzi," has been completely removed from shelves, and consumers are offered the option for refunds or exchanges along with additional compensation [2]

Core Viewpoint - The company, Laiyifen, is facing significant challenges due to a food safety issue with its date paste rice dumplings, which emerged just before the peak sales season of the Dragon Boat Festival, potentially impacting its sales and reputation [2][3]. Group 1: Food Safety Incident - On May 10, consumers reported finding foreign objects in Laiyifen's rice dumplings, prompting the company to recall the affected products and offer compensation [2][3]. - The company has initiated a comprehensive investigation into the incident and plans to enhance food safety management across its supply chain [3]. Group 2: Financial Performance - Laiyifen's revenue declined for the first time since its listing, with a 9.25% drop to 3.977 billion yuan in 2023, and a projected revenue of 3.37 billion yuan in 2024, down 15.25% [5]. - The net profit for 2024 is expected to be a loss of approximately 75.27 million yuan, a significant decrease of 231.94% year-on-year [5]. Group 3: Store Expansion Challenges - The number of Laiyifen stores decreased for the first time since 2017, with a total of 3,085 stores at the end of 2024, down 600 stores or 16.28% from the previous year [6]. - The decline is primarily due to a reduction in direct-operated stores, which fell to 1,485, a decrease of 425 stores [6]. Group 4: Competitive Landscape - The snack food industry is experiencing intensified competition, particularly from discount stores and leading brands like Mingming Hen Mang Group and Wancheng Group, which are rapidly expanding [7]. - Laiyifen has entered a strategic partnership with the discount snack brand Yangchuanji to enhance its market presence, although the effectiveness of this collaboration remains uncertain [8].

Group 1 - The core issue revolves around a food safety incident involving Laiyifen, where a consumer reported finding a suspected blood-stained band-aid in a zongzi product [1][2] - Laiyifen has taken immediate action by recalling the affected batch of honey date zongzi and offering consumers the option for refunds or exchanges, along with additional compensation [3][5] - The incident has raised public concerns about food safety, particularly regarding seasonal food products, and has led to the product being removed from both online and offline sales channels [2][3] Group 2 - Laiyifen has established a special task force to investigate the claims made by consumers, although they have not yet obtained the physical evidence for further analysis [7] - The company has faced scrutiny over its quality control practices, especially given its reliance on contract manufacturing, which has previously led to numerous complaints about food quality [9] - The incident poses a significant challenge for both Laiyifen and its contract manufacturer, Wufangzhai, in rebuilding consumer trust following the food safety concerns [9]

Core Viewpoint - A consumer complaint regarding a "bloodied band-aid" found in a rice dumpling from Laiyifen has raised significant market attention, prompting the company to initiate an investigation and take corrective actions [3][4]. Company Response - Laiyifen has established a special team to investigate the incident and has committed to covering all medical expenses for consumers affected by the foreign object found in the rice dumpling [2]. - The company has removed the affected batch of rice dumplings (produced on April 2, 2025) from shelves and is offering consumers the option to return or exchange the product, along with additional compensation [2]. Production and Quality Control - Laiyifen emphasized that each step in the production process has dedicated inspection personnel, and strict management protocols are in place regarding employees using band-aids [4]. - The company clarified that the rice dumpling in question was produced by Wufangzhai, a reputable partner, and that their quality control team is actively investigating the production process [4][5]. Investigation Findings - Wufangzhai's response indicated that the likelihood of a band-aid being included in the product is very low, and they are awaiting physical samples for further analysis [5]. - The band-aid shown in the consumer's video was described as being in a folded state, which raises questions about how it could have entered the product [5]. Industry Context - Wufangzhai, known as the "first stock of rice dumplings" in the A-share market, reported a revenue of approximately 2.251 billion yuan in 2024, a year-on-year decline of 14.57%, with rice dumpling sales dropping by 20.9% [9]. - The production and sales figures for rice dumplings showed a decrease in production by 11.71% and sales by 20.92% compared to the previous year [10].

Core Viewpoint - The incident involving a consumer finding a suspected blood-stained band-aid in a rice dumpling from Laiyifen has raised significant concerns about food safety and quality control within the company and its supply chain [1][3]. Laiyifen Company Summary - Laiyifen has established a special team to investigate the incident and has removed the affected batch of products from shelves, offering consumers the option for refunds and additional compensation [1]. - The company has faced multiple food safety controversies in recent years, with over a thousand complaints on the Black Cat Complaint platform, including issues related to food safety and after-sales service [6]. - Laiyifen's revenue for 2024 decreased by 15.25% to 3.37 billion yuan, and it reported a net loss of 75.27 million yuan, marking a significant decline of 231.94% year-on-year [6]. - As of the first quarter of this year, Laiyifen's revenue fell by 1.23% to 1.05 billion yuan, with a net profit drop of 79.72% to 12 million yuan, indicating a continuous decline in revenue for nine consecutive quarters [11]. Wufangzhai Company Summary - Wufangzhai, the entrusted manufacturer of the affected rice dumpling, is currently verifying the situation and has acknowledged the incident [3]. - The company has experienced fluctuating financial performance, with a reported revenue of 2.25 billion yuan in 2024, down 14.57% year-on-year, and a net profit of 142 million yuan, down 14.24% [3]. - In the first quarter of this year, Wufangzhai achieved a revenue of 243 million yuan, reflecting a year-on-year growth of 17.24%, although it still reported a net loss of 45.23 million yuan [4].

【导读】来伊份粽子被曝吃出创可贴，公司称已下降相关产品并展开调查 中国基金报记者 南深 5月12日早间，号称"主板零食第一股"的来伊份发布了关于媒体报道的说明公告，称关注到公司蜜枣粽产品的相关舆情，已全面下架事涉批次蜜枣粽产 品，消费者可选择就近门店进行退换货，并可得到相同金额的额外补偿。 来伊份表示，将对相关问题进行全面调查，后续调查结果会及时向广大消费者公布。 5月12日早盘，来伊份股价低开约2%，随后陷入低位震荡。 该消费者在视频中表示："给宝宝喂粽子，喂到一半发现里面有东西""大家看一下，创可贴、创可贴……这个地方明显是血" "真的是气炸了……当时买就 觉得是大品牌，是连锁店（才买）"。她表示已经拨打12315投诉，并要求来伊份官方给一个明确的回应。 针对这一事件，来伊份先是在5月12日凌晨在官网发布了一份"关于蜜枣粽异物情况的说明"。 来伊份在说明中称，粽子的加工过程中，每道工序均设有专岗、专职检验人员。对于生产中员工使用创可贴的管理，工厂设有专人专岗对车间人员检查伤 口异常情况，如发现伤口明确规定不得参与裹粽等与食品直接接触的相关环节，其余非直接接触环节如需要会有专岗人员发放工厂专用的蓝色金属材质 ...

Core Viewpoint - The company has taken immediate action in response to consumer complaints regarding its product, ensuring consumer health and rights are prioritized [1][3]. Group 1: Company Response - The company has initiated a full investigation into the quality issues raised by consumers regarding its honey date rice dumplings [3]. - A special task force was organized to address the concerns and communicate with affected consumers [3]. - The company has removed the affected batch of honey date rice dumplings from shelves and is offering refunds and additional compensation to consumers [3]. Group 2: Commitment to Quality - The company emphasizes its commitment to product quality and consumer experience as a top priority [3]. - It has pledged to strengthen food safety management across all stages, including production, transportation, and sales [3]. - The company has a history of adhering to national food safety laws and regulations since its establishment [3]. Group 3: Incident Details - A consumer reported finding a suspected blood-stained adhesive bandage in the company's rice dumpling product, leading to public complaints [3][4].