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]

登录新浪财经APP 搜索【信披】查看更多考评等级 智通财经记者 徐宏文 9月15日开盘，A股预制菜概念发酵，味知香（605089）、得利斯（002330）等集合竞价直接封死于涨 停板之上。 "该标准主要是规定定义和食品安全指标要求。"据一位参与起草的专家透露，草案对预制菜的分类、原 料、加工工艺、贮存运输及检验方法作出了统一规定，并首次提出"不添加防腐剂"等强制性指标。与现 行141项团体、地方标准相比，国标条款更聚焦"安全底线"，为监管执法提供直接依据。 截至发稿时，得利斯依旧涨停，但味知香已打开涨停板，涨幅收窄至4%以内。 本 期 编 辑 邢潭 2024年7月，国家市场监管总局发布《食品安全国家标准-预制菜（征求意见稿）》，不过截至目前，该 标准尚未正式发布实施。 征求意见指出，标准适用于预制菜的生产和经营，不适用于主食类食品、净菜类食品、即食类食品和中 央厨房制作的菜肴。预制菜肴是以一种或多种食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，加热或熟制后方可食用的预包装菜肴产品。 另据第一财经 ...

今年4月，得利斯对外表示，2024年，其预制菜收入占公司营业总收入21.67%，营收占比同比增加0.56 个百分点。产能方面，得利斯拥有山东本部10万吨猪肉、鸡肉预制菜产能、3万吨牛肉系列预制菜产 能，陕西基地5万吨预制菜产能，共计18万吨预制菜产能。同时，公司在持续推进国际化布局，积极尝 试对接海外需求市场，探索高效扩张公司海外版图新路径。 编辑 陈莉 校对 刘军 新京报贝壳财经讯（记者阎侠）9月15日，A股预制菜概念板块整体开盘即上涨，截至午间收盘，整体 涨幅为0.65%。 东方财富数据显示，目前A股预制菜概念股共有58只，截至午间收盘，39只个股上涨，其中，得利斯涨 停，盖世食品和国联水产涨幅均超过7%。 9月8日，春雪食品在业绩说明会上表示，公司上半年营收净利同比双增的原因之一是"受益于预制菜业 务同比增长10%（尤其出口销量同比增长25%）带来较高收益"。据悉，春雪食品是国内少数以鸡肉预 制菜为核心业务的企业，鸡肉调理品（预制菜）连续三年占食品营收的50%以上。 ...

（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]

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]

Group 1 - Pork stocks experienced a volatile surge on September 15, with Delisi hitting the daily limit up [1] - Aonong Biological rose over 9%, while Tiankang Biological increased by more than 6% [1] - Other companies such as Lihua Stock, Jinxinnong, Shennong Group, and Haida Group also saw significant gains [1]