Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - 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 [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

Group 1 - The pork stocks continued to strengthen in the afternoon, with Longda Meishi hitting the daily limit [1] - Aonong Bio and Delisi previously reached the limit, while Tiankang Bio, Lihua Stock, Huadong Stock, Jinxin Agricultural, and Haida Group followed suit with gains [1]

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。 届时，预制菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入强制 信息披露范畴。 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。截至午盘，预制菜 （885951）指数涨0.84%，得利斯与三江购物涨停，盖世食品、国联水产、惠发食品涨超5%，天康生 物、欧福蛋业等个股跟涨。 （文章来源：21世纪经济报道） ...

Group 1 - The core viewpoint of the article highlights the ongoing market reaction to the "prepared food dispute" involving Luo Yonghao and Xibei Catering, with a notable increase in the prepared food index and several stocks reaching their daily limit [2] - The prepared food index rose by 0.84% as of midday, with stocks such as Delisi and Sanjiang Shopping hitting the daily limit, while others like Gais Food, Guolian Aquatic, and Huifa Food increased by over 5% [2] - The National Health Commission has led the drafting of the "National Standards for Food Safety of Prepared Foods," which has passed expert review and is set to be publicly solicited for opinions, indicating a move towards standardized regulations in the industry [2] Group 2 - The upcoming standards will provide a unified definition for prepared foods, impacting how restaurants use and disclose information about these products [2]

Group 1 - The pre-made dish concept in the A-share market is gaining traction, with companies like Weizhi Xiang and Delisi experiencing significant stock price increases, including hitting the daily limit up [1][3] - The recent comments by Luo Yonghao regarding Xibei have reignited public interest in the pre-made dish industry [2] - The National Market Supervision Administration is in the process of finalizing a national food safety standard for pre-made dishes, which is expected to clarify the classification and safety requirements for these products [2] Group 2 - The draft standard for pre-made dishes, led by the National Health Commission, has passed review and will soon be open for public consultation, marking a significant step towards regulatory clarity in the industry [2] - The new standard will include mandatory disclosure requirements for restaurants regarding the use of pre-made dishes, which will help standardize practices across the industry [2] - The draft outlines definitions, safety indicators, and processing methods for pre-made dishes, emphasizing the prohibition of preservatives, thus focusing on safety benchmarks for regulatory enforcement [2]

Core Viewpoint - The A-share pre-made dish sector has shown positive momentum, with a general increase in stock prices, indicating growing investor interest in this market segment [1][2]. Group 1: Market Performance - As of the midday close on September 15, the overall increase in the pre-made dish concept sector was 0.65% [1]. - Out of 58 pre-made dish concept stocks, 39 stocks experienced price increases, with notable performers including Delisi, which hit the daily limit, and Gais Food and Guolian Aquatic Products, both rising over 7% [2]. Group 2: Company Performance - Spring Snow Food reported a year-on-year increase in both revenue and net profit, attributing part of this growth to a 10% increase in pre-made dish business, particularly a 25% rise in export sales [2]. - Delisi projected that pre-made dish revenue would account for 21.67% of its total operating revenue in 2024, reflecting a year-on-year increase of 0.56 percentage points [2]. - Delisi has a total production capacity of 180,000 tons for pre-made dishes, including 100,000 tons for pork and chicken, 30,000 tons for beef, and 50,000 tons at its Shaanxi base [2].

Core Viewpoint - The pre-prepared food industry in China is experiencing significant growth, driven by new national standards and increasing consumer demand, despite existing concerns about food safety and nutrition [1][2][3] Group 1: Market Response - The pre-prepared food index opened with a 0.41% increase, with several companies like Delisi and Weizhi Xiang hitting the daily limit up [1] - The market size of pre-prepared food in China reached 485 billion yuan in 2024, marking a 33.8% year-on-year growth, and is expected to exceed 617.3 billion yuan by 2025 [1] Group 2: Regulatory Developments - A draft national standard for pre-prepared food has passed review and will soon seek public opinion, marking the first time restaurant usage of pre-prepared food will be disclosed [1] - The new standards aim to enhance food safety and promote high-quality development in the industry, with a focus on prohibiting preservatives and ensuring food is safe for consumption [1][2] Group 3: Industry Dynamics - There are over 74,000 existing pre-prepared food-related enterprises in China, with approximately 9,500 new registrations in 2025 alone [2] - The industry is seeing a resurgence in enterprise registrations after a decline in 2021-2022, with expectations of reaching over 10,000 new registrations by 2024 [2] Group 4: Consumer Concerns - Despite the growth, consumer skepticism remains a significant challenge, with many questioning the safety and nutritional value of pre-prepared foods due to the lack of clear national standards [2] - Urgent action is needed to establish national standards and issue licenses to ensure consumer rights and safety [2] Group 5: Cost Implications - The new national standards may increase production costs by 15% to 30% due to requirements for banning preservatives and upgrading cold chain logistics [3] - Smaller factories that cannot afford the necessary upgrades may face acquisition or exit from the market within two years of the standards' implementation, while leading brands could benefit from increased market share through economies of scale [3]

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]

Group 1 - The stocks of Delisi, Aonong Biological, and Tiankang Biological experienced significant increases, with Delisi hitting the daily limit, Aonong Biological rising over 9%, and Tiankang Biological increasing over 6% [1] - Other companies in the sector, including Lihua Stock, Jinxin Agricultural, Shennong Group, and Haida Group, also saw their stock prices surge [1]

Core Viewpoint - The pre-made food sector is experiencing a strong initial performance, with several companies seeing significant stock price increases despite ongoing public disputes among industry figures [1] Group 1: Market Performance - On September 15, the pre-made food concept saw a strong initial rise, with companies such as Delisi (得利斯, 002330.SZ) and Huifa Foods (惠发食品, 603536.SH) reaching their daily price limit [1] - Other companies in the sector, including Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Central Kitchen (千味央厨, 001215.SZ), Gais Food (盖世食品, 836826.BJ), and Yike Foods (益客食品, 301116.SZ), also experienced stock price increases [1]