（原标题：国标落地倒计时，预制菜概念高开，得利斯涨停） 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。同花顺数据显示，预 制菜（885951）指数开盘涨0.41%，得利斯（002300.SZ）、味知香（605089.SH）开盘涨停，国联水产 （300094.SZ）、盖世食品（836826.SH）涨超5%，千味央厨（001215.SZ）、好当家（600467.SH）等 跟涨。 消息面上，由国家卫健委主导的《预制菜食品安全国家标准》草案已通过审查，即将公开征求意见。值 得关注的是，餐饮门店预制菜使用情况（含是否使用、使用方式）将首次纳入信息披露范围。 天眼查专业版数据显示，截至目前我国现存在业、存续状态的预制菜相关企业超7.4万家。其中，2025 年截至目前新增注册相关企业约9500余家，从企业注册数量趋势来看，2020年以前预制菜相关企业的注 册数量逐年增长，在2021-2022年相关企业的注册数量有所降低。但自2023年起逐渐开始回升，并于 2024年达到企业注册数量顶峰，相关企业数量超1万余家。 广东省食品安全保障促进会副会长朱丹蓬向21财经·南财快讯记者表示，从政策端来说，这 ...

Core Viewpoint - The food industry is experiencing significant stock price increases, with multiple companies reaching their daily limit up, indicating strong market interest and potential investor confidence in the sector [1] Group 1: Company Performance - Huihua Food and Delisi both hit the daily limit up, showcasing robust market performance [1] - Geshih Food saw a rise of over 15%, reflecting positive investor sentiment [1] - Guolian Aquatic Products increased by over 10%, indicating strong demand in the market [1] Group 2: Market Trends - The overall trend in the food industry is upward, with several companies like Haixin Food, Qianwei Yangchu, Weizhi Xiang, and Yike Food also showing notable gains [1]

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# ...

Core Viewpoint - The recent public dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which continues to show strength in the market despite underlying challenges faced by companies in the industry [1] Industry Summary - The prepared food concept saw initial strength on September 15, with companies like Delisi and Huifa Foods hitting the daily limit up, while others such as Weizhi Xiang, Guolian Aquatic, Qianwei Yangchun, Geshifood, and Yike Foods also experienced gains [1] - The prepared food industry is experiencing both growth and challenges, with a rapid increase in market size alongside diversifying consumer demands and intensified competition [1] - Issues such as inconsistent standards, food safety, and regulatory standards are prevalent in the prepared food sector, which are expected to be addressed as relevant standards are gradually introduced [1] Company Summary - 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 [1] - Qianwei Yangchun has acknowledged the trust crisis facing the prepared food industry and is implementing several measures to address this, including strict source control and supply chain upgrades, emphasizing the importance of stable raw material supply and quality [1] - The company has established a comprehensive quality monitoring system and developed quality management protocols for different business segments to ensure product excellence [1]

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]

食品加工制造板块震荡走高，得利斯涨停，盖世食品涨超10%，海欣食品、益客食品、西麦食品、千味 央厨、三全食品跟涨。 ...

Summary of Key Points Core Viewpoint - On September 12, four listed companies conducted stock buybacks, indicating a trend of companies returning capital to shareholders and potentially signaling confidence in their future performance [2]. Group 1: Company Buyback Details - Dongfang Biological conducted the largest buyback, amounting to 22.11 million yuan, with a total of 820,000 shares repurchased [2]. - Great Wall Motors repurchased shares worth 13.53 million yuan, totaling 1.08 million shares [2]. - Qianwei Yangchu repurchased shares for 3.72 million yuan, with a total of 110,000 shares bought back [2].

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 ...

Core Viewpoint - The overall recovery of the domestic catering industry in the first half of the year was weaker than expected, significantly impacting Qianwei Yangchu (001215.SZ), which reported a nearly flat revenue and a substantial decline in profit [2][3]. Group 1: Financial Performance - Qianwei Yangchu's revenue for the first half of the year was 886 million yuan, a slight decrease of 0.72% year-on-year, while the net profit attributable to shareholders fell by 39.67% to 35.79 million yuan [2][3]. - The company's gross profit margin decreased by 1.62 percentage points to 23.59%, indicating pressure on profitability [5]. - The revenue from staple foods, which contributed over 40% of total income, declined by 9.1% to 413 million yuan, while snack food revenue fell by 6.57% to 197 million yuan [3][4]. Group 2: Market Challenges - The catering industry is experiencing a slowdown, with national catering revenue growth dropping to 4.3% in the first half of the year from 7.9% in the same period last year [3]. - Qianwei Yangchu faces challenges from increased competition in the B-end market, with a net reduction of 362 distributors in the first half of the year, leading to a 6.4% decline in revenue from the distribution model to 445 million yuan [6][7]. - The company is also dealing with rising raw material costs, which have a significant impact on operating profits, despite some product prices decreasing compared to the previous year [7]. Group 3: Strategic Adjustments - In response to market pressures, Qianwei Yangchu is expanding into new retail channels and has seen a 5.31% increase in revenue from direct sales to 434 million yuan, although this growth rate has slowed compared to previous years [5][6]. - Online sales revenue increased by 44.87% to 44.70 million yuan, but this growth has come with a significant rise in marketing costs, which surged by 80.91% to 17.33 million yuan [5][6]. - The company is focusing on empowering key distributors and exploring new channels such as group meals and breakfast services to mitigate the impact of declining distributor numbers [7].