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 ...

Group 1 - The prepared food sector is experiencing a strong rebound, with companies like Huifa Food and Delisi both hitting the daily limit up [1] - Gaisi Food has seen an increase of over 15%, while Guolian Aquatic has risen by more than 10% [1] - Other companies such as Haixin Food, Qianwei Central Kitchen, Weizhi Xiang, and Yike Food are also among the top gainers in this sector [1]

#预制菜概念股表现活跃#【预制菜概念表现活跃 #得利斯涨停#】9月15日，预制菜概念表现活跃，得利 斯、味知香涨停，千味央厨、国联水产、盖世食品跟涨。（每日经济新闻，泽塔） ...

齐鲁晚报·齐鲁壹点记者 尹睿 近日，罗永浩在个人微博上对西贝使用预制菜的猛烈抨击，再次将预制菜行业推向舆论的风口浪尖。 多家企业在财报中指出，原材料价格波动是利润下滑的主因之一。味知香坦言，部分原材料价格上涨压 缩了利润空间；千味央厨在财报中也提到，"原料价格波动对公司经营利润的影响显著，原料价格波动 带来的利润压力仍然较大"。此外，伴随着越来越多的企业涌入预制菜市场，行业竞争加剧，市场饱和 度逐渐提高，企业为争夺市场份额，不得不加大促销力度，进一步压缩了利润空间，"以价换量"成为普 遍策略。 另一方面，预制菜企业对B端客户的高度依赖在很大程度上影响着行业发展。以千味央厨为例，上半年 其经销商数量从去年同期的1953 家减少至1591家，净减少362家，降幅达18.54%。华鑫证券在研报中提 到，千味央厨主要依赖餐饮渠道客户，如百胜、海底捞、华莱士等。2025上半年，海底捞、华莱士等客 户营收承压，若B端市场复苏节奏缓慢，将影响千味央厨整体业绩表现。 艾媒咨询报告也指出，中国预制菜市场的销售以B端为主，主要面向餐饮企业。据统计数据，在2023年 预制菜市场规模中，B端市场占比70%左右。盘古智库高级研究员江瀚 ...

证券代码：605089 证券简称：味知香 公告编号：2025-055 苏州市味知香食品股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期 赎回的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 苏州市味知香食品股份有限公司（以下简称"公司"或"味知香"）于 2025 年 4 月 25 日召开了第三届董事会第六次会议及第三届监事会第六次会议，审议 通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司使用 不超过人民币 20,000 万元暂时闲置募集资金进行现金管理，投资的产品品种为 安全性较高、流动性较好、风险较低的保本型理财产品。上述议案已经公司 2024 年年度股东大会审议通过。使用期限自公司 2024 年年度股东大会审议通过之日 起 12 个月内有效，上述额度在使用期限内可以滚动使用。 一、本次使用募集资金进行现金管理到期赎回情况 公司使用部分暂时闲置募集资金 2,000 万元购买了宁波银行结构性存款，具 体内容详见公司于 2025 年 6 月 5 日在上海证券交易所网站披露 ...

证券代码：605089 证券简称：味知香 苏州市味知香食品股份有限公司 2025 年第一次临时股东大会 会议资料 二〇二五年九月 苏州市味知香食品股份有限公司 2025 年第一次临时股东大会会议资料 目 录 苏州市味知香食品股份有限公司 2025 年第一次临时股东大会会议须知............. 3 苏州市味知香食品股份有限公司 2025 年第一次临时股东大会会议议程............. 4 议案一 关于取消监事会并修订《公司章程》及制定、修订部分制度的议案... 5 2 苏州市味知香食品股份有限公司 2025 年第一次临时股东大会会议资料 四、会议进行中只接受股东及股东代表发言或提问，有发言意向的股东及股 东代表报到时向工作人员登记，登记内容包括发言人姓名(或名称)、代表股份数 (含受托股份数额)等内容，发言的先后顺序由会议主持人视会议的具体情况合理 安排发言，并安排公司有关人员回答股东提出的问题，发言或提问应围绕本次会 议议题进行，简明扼要。 五、在股东大会召开过程中，股东临时要求发言的，应当经大会主持人许可 后发言。 六、本次大会表决采用现场投票和网络投票相结合的表决方式。公司股东只 能选择 ...

Group 1 - The core viewpoint of the news is that the company is facing a temporary decline in gross margin due to fluctuations in beef raw material prices, which significantly impact its revenue structure [1] - The company has implemented measures to improve cost pressures, including strengthening supply chain management, optimizing product selection, and introducing competitive bidding mechanisms [1] - The company is focusing on enhancing its O2O channel for franchise stores and has engaged a professional consulting team for store upgrades, which are currently in the testing phase [2] Group 2 - The company is shifting its new store development focus from first and second-tier cities to third and fourth-tier cities and rural areas to alleviate franchisees' opening costs and operational pressures [2] - The company has successfully expanded its wholesale channel business by increasing efforts to develop group meal channel customers, contributing significantly to revenue growth [2] - The traditional wholesale customer relationships remain stable, providing solid support for channel revenue [2]

Core Viewpoint - The enthusiasm for the prepared food industry appears to be cooling, as major companies report disappointing financial results, indicating a shift towards a new adjustment phase in the industry [2][3]. Financial Performance - Weizhi Xiang reported a revenue of 343 million yuan in the first half of the year, a year-on-year increase of 4.7%, but its net profit attributable to shareholders decreased by 24.5% to 31.95 million yuan [1]. - Qianwei Yangchu's revenue fell by 0.7% to 886 million yuan, with a net profit drop of 39.7% to 35.79 million yuan [1]. - Anjixin's revenue slightly increased by 0.8% to 7.604 billion yuan, but its net profit decreased by 15.79% to 676 million yuan, marking the first decline in mid-term net profit since its listing [1][3]. Industry Challenges - Rising raw material prices have been a common concern among these companies, with Weizhi Xiang noting that increased costs have compressed profit margins [1][2]. - Qianwei Yangchu highlighted significant profit pressure due to raw material price fluctuations [1][3]. - Anjixin attributed its profit decline to rising costs and intensified competition leading to increased promotional efforts [1]. Market Dynamics - The prepared food market in China reached a scale of 485 billion yuan in 2024, growing by 33.8%, with expectations to reach 749 billion yuan by 2026 [6]. - The number of registered prepared food companies has exceeded 28,000, with approximately 13,000 new registrations in the past year [6]. - Despite market growth, there are concerns about inconsistent execution standards and food safety issues within the industry [6]. Consumer Perception - Consumer feedback indicates a need for improved brand perception, as many still associate prepared foods with convenience but lack trust in quality [5]. - The conversion rate from consumer interest to actual purchases remains low, suggesting that companies need to enhance brand value and consumer trust [5]. Regulatory Environment - New food additive standards will be implemented in February 2025, requiring companies to adjust product formulations and labeling to ensure safety [7]. - These regulations are expected to raise the entry barriers for the prepared food industry, promoting a more standardized and professional market environment [7].

Core Viewpoint - The enthusiasm for the prepared food industry appears to be waning, as several leading companies report disappointing financial results, indicating a shift towards a new adjustment phase in the industry [1][4]. Financial Performance - Weizhi Xiang reported a revenue of 343 million yuan in the first half of the year, a year-on-year increase of 4.7%, but its net profit attributable to shareholders fell by 24.5% to 31.95 million yuan, with a gross margin decrease of 4.02 percentage points to 20.83% [3]. - Qianwei Yangchu's revenue decreased by 0.7% to 886 million yuan, with a net profit drop of 39.7% to 35.79 million yuan [3]. - Anjixin's revenue slightly increased by 0.8% to 7.604 billion yuan, but its net profit fell by 15.79% to 676 million yuan, marking the first decline in interim net profit since its listing [3]. - The growth rate of Anjixin's prepared food business slowed to 9.4%, down from previous high growth rates of 29.84% and 10.76% [3]. Industry Challenges - Rising raw material costs and intensified competition are common concerns highlighted by these companies, impacting their profit margins [3][4]. - The competition has led to a decline in sales volume and increased pressure on profit margins due to promotional activities [4][6]. Market Dynamics - Over 85% of prepared food products are sold to B-end customers, primarily chain restaurants and hotels, which are increasingly focused on cost-effectiveness [6]. - Qianwei Yangchu reported a reduction in the number of distributors from 1,953 to 1,591, a net decrease of 362 [6]. - Weizhi Xiang also experienced a net decrease of 160 distributors, bringing the total to 2,917 [6]. Consumer Perception - Despite some consumer awareness of prepared foods, there remains a negative perception regarding taste and convenience, indicating a need for improved brand trust and consumer education [7][8]. Regulatory Environment - The prepared food market is experiencing rapid growth, with a market size of 485 billion yuan in 2024, expected to reach 749 billion yuan by 2026, alongside a significant increase in the number of registered companies [10]. - New regulations have been introduced to enhance food safety standards, which may raise the entry barriers for companies lacking brand recognition and operational scale [11].