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]

Core Viewpoint - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which saw a strong initial performance on September 15, with several stocks reaching their daily limit up [3]. Prepared Food Sector Performance - The prepared food concept showed strength with stocks like Delisi (得利斯, 002330.SZ) and Huifa Food (惠发食品, 603536.SH) hitting the daily limit up. Other stocks such as Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Yangchu (千味央厨, 001215.SZ), and Gaishe Food (盖世食品, 836826.BJ) also experienced gains [3][4]. Company-Specific Insights - 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. The chairman emphasized that the prepared food industry faces both opportunities and challenges, including increasing consumer demand diversity and intensified competition [7]. - Qianwei Yangchu acknowledged the trust crisis in the prepared food industry and has implemented measures to address it, focusing on strict source control and supply chain upgrades, as well as establishing a comprehensive quality monitoring system [7].

(资料图片) 人民财讯9月15日电，预制菜概念盘初表现活跃，截至发稿，得利斯涨停，国联水产、盖世食品等 跟涨。消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公 开征求意见。 标签： 财经频道 财经资讯 ...

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]

| 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 | 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。 出台，从长期来看，优质的品牌力将会是人们的消费选择， 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 ...

Core Viewpoint - The pre-made food concept stocks have shown active performance, with notable gains in specific companies such as Delisi and Weizhi Xiang reaching their daily limit up [1] Group 1: Company Performance - Delisi and Weizhi Xiang both hit the daily limit up, indicating strong investor interest and market confidence in these stocks [1] - Other companies in the pre-made food sector, including Qianwei Yangchu and Guolian Aquatic Products, also experienced upward movement in their stock prices [1] - Gais Food also participated in the upward trend, reflecting a broader positive sentiment in the pre-made food industry [1]

Group 1 - The A-share market saw a strong performance in the pork sector, with several companies experiencing significant stock price increases [1] - Delisi, Aonong Biological, and Tiankang Biological reached their daily limit up, while Jinxinnong rose over 4% and Lihua shares increased by more than 3% [1] - Haida Group, Shennong Group, Dayu Biological, and Muyuan shares all saw gains exceeding 2% [1]

Group 1 - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.37%, and the ChiNext Index up 1.05% [1] - The semiconductor sector saw significant gains, with companies like Shengbang Co., Ltd. (300661), Sire Technology, and Naxin Micro reaching the daily limit of 20%, while Shanghai Beiling (600171) rose by 10% [1] - The food processing and manufacturing sector also opened high, with Delisi (002330) and Weizhi Xiang hitting the daily limit, following the approval of the national standard draft for prepared dishes [1] Group 2 - The energy storage concept stocks rose initially, with CATL (300750) increasing over 8%, and Tianqi Materials (002709) and Xinwangda (300207) rising over 5%, following the release of the "New Energy Storage Large-Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration [1] - Gold stocks opened lower, with Western Gold (601069) and Xiaocheng Technology dropping approximately 4% [1]

Core Viewpoint - Delisi (SZ002330) reached its daily limit up on September 15, 2025, with a price of 5.45 yuan, marking a 10.1% increase and a total market capitalization of 3.462 billion yuan, driven by trends in the prepared food and pig farming industries, as well as animal protein processing [1] Group 1: Company Overview - Delisi is primarily engaged in the entire pig industry chain, beef import processing, and deep processing of animal protein, with products including chilled meat, low-temperature meat products, prepared dishes, and fermented meat products [1] - The growing demand for prepared dishes, driven by faster consumer lifestyles, positions Delisi to benefit from industry trends, potentially enhancing its performance and stimulating stock price increases [1] Group 2: Market Dynamics - Recent fluctuations in pork prices have heightened market attention on companies within the pig industry chain, with Delisi's comprehensive pig industry chain operations allowing it to better navigate market changes [1] - If pork prices stabilize and rebound, Delisi's profit margins are expected to expand, contributing positively to its financial outlook [1] Group 3: Technical Analysis - Technically, Delisi's stock price had been in a consolidation phase prior to the limit up, indicating a potential breakout from key resistance levels [1] - Data from Dongfang Caifu indicates a net inflow of large orders on the day of the limit up, suggesting the involvement of major funds in driving the stock price higher [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。 ...