财新观察｜预制菜如何获得消费者信任 财新观察｜预制菜如何获得消费者信任 预制菜⾏业需在科学规范中⾼质量发展 近⽇，国务院⻝安办、国家卫⽣健康委等部⻔就《⻝品安全国家 标准 预制菜》《预制菜术语和分类》以及《推⼴餐饮环节⾃主明示 的公告》三份⽂件公开征求社会意⻅。其中，《⻝品安全国家标准 预制菜》是主管部⻔⾸次发布相关国标。它规定了预制菜的定义，提 出了原料、⻝品添加剂使⽤、⽣产过程、营养品质、包装、标签标 识、经营过程和产品指标等⽅⾯的要求。三份征求意⻅⽂件，回应了 社会关切，是公众进⼀步了解预制菜的重要途径，也有助于在完善规 范和标准中推动预制菜⾏业⾼质量发展。 围绕预制菜的讨论中，很多⼈关⼼，究竟什么是预制菜？《⻝品 安全国家标准 预制菜》征求意⻅稿中，明确界定预制菜的定义与管 理范畴。预制菜是指以⼀种或多种⻝⽤农产品及其制品为原料，使⽤ 或不使⽤调味料等辅料，不添加防腐剂，经⼯业化预加⼯（如搅拌、 腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以调 味料包，加热或熟制后⽅可⻝⽤的预包装菜肴产品。它并不包括主⻝ 类⻝品、净菜类⻝品、即⻝类⻝品和中央厨房制作的菜肴。 预制菜并⾮新⽣事物，更不是洪⽔ ...

2月25日，协鑫能科盘中上涨2.06%，截至09:49，报12.87元/股，成交2.64亿元，换手率1.28%，总市值 208.92亿元。 资金流向方面，主力资金净流出276.52万元，特大单买入1932.82万元，占比7.33%，卖出2565.45万元， 占比9.73%；大单买入5682.85万元，占比21.55%，卖出5326.74万元，占比20.20%。 协鑫能科今年以来股价涨29.35%，近5个交易日涨0.00%，近20日涨15.74%，近60日涨30.53%。 今年以来协鑫能科已经1次登上龙虎榜，最近一次登上龙虎榜为2月9日。 资料显示，协鑫能源科技股份有限公司位于江苏省苏州市工业园区新庆路28号(协鑫能源中心)，成立日 期1992年5月5日，上市日期2004年7月8日，公司主营业务涉及清洁能源运营、移动能源运营以及综合能 源服务。主营业务收入构成为：电力销售42.85%，热力销售17.79%，能源服务16.60%，能源服务:节能 与技术服务13.56%，其他6.17%，能源服务:交易服务3.03%。 协鑫能科所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：清洁能源、换电概念、白马 股、 ...

Core Viewpoint - GCL-Poly Energy Technology Co., Ltd. has experienced a stock price fluctuation with a current price of 12.34 CNY per share, reflecting a year-to-date increase of 24.02% [1] Group 1: Stock Performance - As of February 13, GCL-Poly's stock decreased by 2.06% during the trading session [1] - The stock has seen a 2.32% increase over the last five trading days, a 10.18% increase over the last 20 days, and a 19.57% increase over the last 60 days [1] - The company has appeared on the "龙虎榜" (top trading list) once this year, with the most recent appearance on February 9 [1] Group 2: Financial Performance - For the period from January to September 2025, GCL-Poly achieved a revenue of 7.935 billion CNY, representing a year-on-year growth of 5.07% [2] - The net profit attributable to shareholders for the same period was 762 million CNY, showing a year-on-year increase of 25.78% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for GCL-Poly was 78,000, a decrease of 15.41% from the previous period [2] - The average number of circulating shares per shareholder increased by 18.21% to 20,802 shares [2] - The company has distributed a total of 1.226 billion CNY in dividends since its A-share listing, with 671 million CNY distributed in the last three years [3]

Group 1 - The core transaction involved GCL-Poly Energy, with a total of 494,600 shares traded on February 12, resulting in a transaction value of 5.7967 million yuan, which accounted for 0.49% of the total trading volume for that day [1][2] - The transaction price was set at 11.72 yuan per share, representing a discount of 6.98% compared to the market closing price of 12.6 yuan [1][2] - The buyer was Ping An Securities Co., Ltd., while the seller was China Galaxy Securities Co., Ltd. [2]

Core Viewpoint - GCL-Poly Energy Holdings Limited (协鑫能科) has shown significant stock performance with a year-to-date increase of 27.74% and a recent surge of 15.97% over the past five trading days, indicating strong market interest and potential growth in the clean energy sector [1][2]. Financial Performance - For the period from January to September 2025, GCL-Poly achieved a revenue of 7.935 billion yuan, reflecting a year-on-year growth of 5.07%, while the net profit attributable to shareholders increased by 25.78% to 762 million yuan [2]. - Cumulatively, the company has distributed dividends amounting to 1.226 billion yuan since its A-share listing, with 671 million yuan distributed over the past three years [3]. Stock Market Activity - As of February 12, 2025, GCL-Poly's stock price was 12.71 yuan per share, with a trading volume of 778 million yuan and a market capitalization of 20.632 billion yuan [1]. - The company has seen a net outflow of 16.38 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, 2025, GCL-Poly had 78,000 shareholders, a decrease of 15.41% from the previous period, while the average number of circulating shares per shareholder increased by 18.21% to 20,802 shares [2]. - Notable changes in the top ten circulating shareholders include Hong Kong Central Clearing Limited and the entry of Guangfa Balanced Preferred Mixed A as a new shareholder [3].

Group 1 - The core viewpoint of the article is that there is a suggestion for the company to explore waste-to-energy projects in Laos, which has a shortage of waste management companies and electricity [1] - The company, GCL-Poly Energy Holdings Limited (002015.SZ), has an international division dedicated to developing overseas energy assets and related services, aligning with its global strategic deployment [1] - The company encourages stakeholders to monitor its announcements for specific business developments [1]

Core Viewpoint - GCL-Poly Energy Technology Co., Ltd. experienced a stock price decline of 4.37% on February 10, with a current price of 12.69 CNY per share and a total market capitalization of 20.6 billion CNY [1] Group 1: Stock Performance - Year-to-date, GCL-Poly's stock price has increased by 27.54%, with a 5-day increase of 17.94%, a 20-day increase of 18.49%, and a 60-day increase of 15.36% [1] - The company has appeared on the stock market's "龙虎榜" once this year, with the most recent appearance on February 9 [1] Group 2: Financial Performance - For the period from January to September 2025, GCL-Poly achieved a revenue of 7.935 billion CNY, representing a year-on-year growth of 5.07%, and a net profit attributable to shareholders of 762 million CNY, reflecting a year-on-year increase of 25.78% [2] - Cumulatively, the company has distributed 1.226 billion CNY in dividends since its A-share listing, with 671 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, GCL-Poly had 78,000 shareholders, a decrease of 15.41% from the previous period, with an average of 20,802 circulating shares per shareholder, an increase of 18.21% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Guangfa Balanced Preferred Mixed A, with the latter being a new shareholder [3]

Core Viewpoint - The article highlights the optimistic sentiment in the market, particularly in the U.S. stock market, with indicators suggesting a peak in positions and liquidity, while also identifying key investment opportunities in international stocks, Chinese consumer sectors, and emerging market resource producers [1][3]. Group 1: Market Sentiment and Indicators - The Bull & Bear Indicator from Bank of America has reached 9.6, the highest level since March 2006, indicating a peak in positions, liquidity, and inequality [1]. - The recent market rebound has led to a surge in optimism, with investors positioning themselves ahead of the holiday season [1]. Group 2: Investment Opportunities - The best investment directions towards 2026 include international stocks, the Chinese consumer sector, and emerging market resource and commodity producers [3]. - The AI computing demand is still in its early growth phase, with Nvidia's CEO stating that high investments will continue for the next 5-10 years, alleviating concerns about "overcapacity" in computing power [3]. Group 3: Sector Performance and Trends - The optical communication sector has seen significant gains, driven by Nvidia's rebound and the growing demand for AI computing [3][10]. - The A-share market has shown strong performance, with major indices rising and significant trading volumes, particularly in the optical communication and AI application sectors [10]. Group 4: Industry Developments - Nvidia's CPO (Coherent Photonic Optics) is expected to begin mass production in Q4 2026, with major clients likely to include Microsoft and Oracle [7]. - The AI application sector is gaining traction, with companies like Rongxin Culture and Haikan Co. seeing stock price surges due to advancements in AI models [10][12]. Group 5: Chemical and Real Estate Insights - The chemical sector is experiencing price increases, with companies like Xinhecheng raising export prices for vitamin E [19]. - The real estate market shows a year-on-year increase in second-hand housing transactions, indicating a potential recovery in the sector [21].

Core Viewpoint - GCL-Poly Energy (002015.SZ) has announced the completion of its fundraising project "Shizhu Qiyaoshan Yulong Wind Power Phase II Project," which has reached the predetermined usable status [1] Summary by Categories Project Completion - The company has decided to conclude the fundraising project after confirming its operational status [1] - The remaining funds from the fundraising, after deducting the outstanding contract payments and warranty funds, will be fully utilized [1] Financial Status - As of December 31, 2025, the net amount of the fundraising account, after deducting interest income and handling fees, is -0.07 thousand yuan [1]

Core Viewpoint - GCL-Poly Energy announced that its stock price has experienced an abnormal fluctuation, with a cumulative increase of over 20% over three consecutive trading days [1] Group 1: Stock Performance - The stock price increased significantly on February 5, 6, and 9, 2026, leading to a notification of abnormal trading activity [1] - The cumulative price deviation exceeded 20%, indicating a notable change in stock performance [1] Group 2: Company Operations - The company confirmed that its production and operational conditions remain normal, with no significant changes in the internal or external business environment [1] - There are no undisclosed significant matters related to the company by the company, its controlling shareholder, or actual controller [1] Group 3: Financial Reporting - GCL-Poly plans to disclose its 2025 Annual Report on April 28, 2026, and is currently engaged in annual financial accounting [1] - The company has not provided operational performance information for 2025 to any third parties other than the auditing accounting firm [1]