经济观察网 猪肉股午后持续调整，邦基科技一度跌近9%，天域生物、牧原股份、龙大美食等跟跌。 ...

| 代码 | 名杯 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603151 | 邦基科技 | 1 | -8.45 | 47.77亿 | 183.41 | | 603717 | 天域生物 | 1 | -6.23 | 27.07 亿 | 15.90 | | 002548 | 金新农 | 1 | -4.12 | 39.37 乙 | 23.17 | | 002311 | 海大集团 | 1 | -3.19 | 1069亿 | 33.54 | | 002726 | 龙大美食 | | -2.99 | 63.13亿 | -26.14 | | 871970 | 大禹生物 | 1 | -2.90 | 11.92亿 | 90.39 | | 002714 | 牧原股份 | 1 1 | -2.02 | 3070亿 | 48.15 | | 000735 | 罗牛山 | t | -1.81 | 74.85亿 | -2.09 | | 603477 | 巨星农牧 | | -1.72 | 111亿 | 23.11 | | 300871 | 回盛生物 | ...

9月15日开盘后，多只A股预制菜概念股迎来大涨。开盘后，得利斯（002330）一字涨停领涨预制菜概 念，截至收盘主力净流入6405万元，股价5.45元，涨10.10%，2024年，得利斯预制菜收入占公司营业总 收入21.67%。 另一家预制菜概念股味知香（605089）也迎来开盘涨停，但此后涨幅缩窄，收报28.50元，涨4.93%。国 联水产（300094）早盘一度涨超10%，最终收报3.97，涨5.03%，盖世食品一度逼近涨停，收盘报15.03 元，涨3.02%，千味央厨（001215）早盘一度涨超8%，收报34.92元，涨3.96%。 近日，随着罗永浩称西贝"几乎全是预制菜"事件不断发酵，预制菜也得到了广泛关注。9月13日，有媒 体报道称国家卫生健康委主导的《预制菜食品安全国家标准》草案已通过审查，"什么是预制菜"，是否 应公开披露都将迎来统一标准。 资本市场对此反应明显，9月15日，预制菜板块走强明显，多只A股预制菜概念股出现明显上涨。有机 构认为，预制菜标准面向公开征求意见，有望进一步推进行业自律，利好头部品牌巩固优势。 据南都此前报道，9月10日，罗永浩公开发布微博称，"好久没吃西贝了，今天下飞机跟 ...

南都N视频记者注意到，近年来，预制菜相关法规、标准开始落地，行业逐步进入规范化发展路径。不过，由于 存在门槛较低、鱼龙混杂，下游餐饮企业"以预充鲜"等问题，大众消费者对于预制菜的感官认知差异巨大，想要 成功从预制菜市场"分羹"，并不容易。 规范化之路开启一年半 2024年3月，市场监管总局及教育部、工业和信息化部、农业农村部、商务部以及国家卫生健康委共同发布《关于 加强预制菜食品安全监管促进产业高质量发展的通知》（下称"《通知》"），对预制菜的标准给出了清晰、具 体、明确定义，预制菜规范化发展之路正式开启。 罗永浩、西贝事件，再度引发消费者对于"预制菜"行业的关注。 今天（9月15日），不少预制菜相关上市公司股票大涨。得利斯（002330）（002330.SZ）一字涨停，惠发食品 （603536）（603536.SH）、龙大美食（002726）（002726.SZ）一度涨停，国联水产（300094）（300094.SZ）盘 中曾经冲高上涨12.43%，最终收涨5.03%，味知香（605089）（605089.SH）收涨4.93%。 预制菜整体市场规模快速增长，但在低门槛、产品同质化及消费者信任危机等挑战下，竞 ...

Core Viewpoint - The recent surge in the stock prices of pre-prepared food companies in A-shares is attributed to the public's renewed interest in the pre-prepared food industry, sparked by the apology from Jia Guolong and the upcoming national food safety standards for pre-prepared foods [1][5]. Group 1: Stock Performance - As of September 15, several companies, including Huifa Food, Guolian Aquatic, and Tiankang Biological, saw stock price increases of over 5%, with Delisi reaching a daily limit increase [2]. - Among the rising stocks, suppliers of pre-prepared food, such as Qianwei Yangchun and Longda Meishi, are also noted [3]. Group 2: Regulatory Developments - The significant stock price increase is linked to the approval of the draft national food safety standards for pre-prepared foods by the National Health Commission on September 13, which will provide a unified "identity certification" and safety baseline for the industry [5]. - The pre-prepared food industry has seen regulatory developments only in the past three years, with standards being gradually established [8]. Group 3: Industry History and Trends - The pre-prepared food industry in China dates back to the 1990s, with significant developments occurring between 2000 and 2005, when many of the currently rising companies were registered [6]. - The rise of pre-prepared foods has been facilitated by the emergence of central kitchens and cold chain logistics since 2008, allowing for standardization and wider adoption across various restaurant types [12]. Group 4: Consumer Perception and Market Dynamics - Consumers express concerns about the safety of pre-prepared foods, reflecting a deeper frustration over the loss of transparency regarding food preparation [10]. - The convenience and cost-effectiveness of pre-prepared foods make them appealing to both large and small restaurants, leveling the playing field in the food service industry [12].

Core Viewpoint - The article discusses the recent surge in the stock prices of pre-prepared food companies in China, driven by the introduction of national food safety standards for pre-prepared dishes, which has brought renewed attention to the industry and its controversies [3][8]. Industry Overview - The pre-prepared food index has shown a growth of 1.71%, reaching a value of 1070.24 [6]. - Notable stock price increases include: - Delisi: 10.10% increase to 5.45 - Longda Food: 5.69% increase to 6.13 - Huifa Food: 5.56% increase to 11.40 - Guolian Aquatic: 5.03% increase to 3.97 [7]. Regulatory Developments - On September 13, the National Health Commission approved a draft for national food safety standards for pre-prepared dishes, which will soon be open for public consultation. This marks the first time the industry will have a unified standard and safety baseline [8]. - The regulatory framework for pre-prepared food has been evolving over the past three years, with significant milestones including the release of group standards by the China Cuisine Association in 2022 and the inclusion of pre-prepared food definitions in the Central Document No. 1 in 2023 [9][10]. Market Dynamics - The pre-prepared food industry in China has been developing since the 1990s, with significant growth occurring between 2000 and 2005, when many current companies were established [9]. - The rise of pre-prepared food has been facilitated by the advent of central kitchens and cold chain logistics, making it more accessible for various restaurants, including small eateries [12]. - The article highlights a shift in consumer sentiment, where the demand for pre-prepared food is driven by convenience, especially among busy individuals who may not have time to cook [10][12]. Consumer Sentiment - There is a growing concern among consumers regarding the safety and transparency of pre-prepared food, reflecting a deeper frustration with the lack of knowledge about what they are consuming [10]. - The article suggests that the nostalgia for traditional cooking methods and the "smoky" essence of home-cooked meals is prevalent among consumers, indicating a potential market for authentic dining experiences [13].

Core Viewpoint - The recent events involving Luo Yonghao and Xibei have sparked renewed consumer interest in the "pre-prepared dishes" industry, leading to significant stock price increases for related listed companies on September 15, 2025 [1][10]. Industry Overview - The pre-prepared dishes industry is gradually entering a path of standardized development, with regulations and standards being established in recent years. However, challenges such as low entry barriers and varying consumer perceptions complicate market entry for new players [3][4]. - In March 2024, a joint notification from several government departments outlined clear definitions and standards for pre-prepared dishes, marking the beginning of a standardized development path for the industry [4]. Market Growth - According to iMedia Consulting, the market size of China's pre-prepared dishes reached 485 billion yuan in 2024, reflecting a year-on-year growth of 33.8%. The market is expected to grow to 749 billion yuan by 2026 due to technological advancements and supportive policies [5]. Competitive Landscape - Despite rapid market growth, the industry faces intense competition, characterized by low entry barriers, product homogeneity, and a crisis of consumer trust, leading to declining profits across many companies [6][9]. - Financial reports from various pre-prepared dish companies for the first half of 2025 indicate a general decline in net profits, with several companies reporting losses. For instance, Guolian Aquatic Products reported a loss of 550 million yuan [7][9]. Company Performance - Key financial metrics from several pre-prepared dish companies for the first half of 2025 include: - Longda Meishi: Revenue of 782 million yuan (-19.5% YoY), gross margin of 12.43% (+1.24% YoY) - Guolian Aquatic Products: Revenue of 1.65 billion yuan (-18.36% YoY), net loss of 550 million yuan - Huifa Food: Revenue of 734 million yuan (-17.75% YoY), net loss of 31 million yuan - Aixin Food: Revenue of 7.604 billion yuan (+0.8% YoY), gross margin of 20.52% (-3.39% YoY) [7][9]. Consumer Insights - Consumers express a desire for transparency and choice regarding pre-prepared dishes, indicating that they are not opposed to the concept but seek better information about the products [10].

Core Viewpoint - The recent controversy surrounding pre-prepared dishes, sparked by comments from entrepreneur Luo Yonghao, has led to increased attention on the pre-prepared food sector, particularly with the upcoming national food safety standards set to clarify the definition and disclosure requirements for pre-prepared dishes [2][4] Industry Summary - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, aiming to establish a unified standard for the industry [2][4] - The introduction of these standards is expected to enhance industry self-regulation and benefit leading brands, allowing them to consolidate their market advantages [3][4] Company Summary - Following the news, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi reaching a 10.10% increase, closing at 5.45 yuan, and projecting that pre-prepared dish revenue will account for 21.67% of its total revenue in 2024 [3] - Other notable stocks included Weizhi Xiang, which saw a 4.93% increase, and Longda Meishi, a supplier to Xibei, which rose by 5.69% after signing a strategic cooperation agreement with Xibei [3]

证券之星消息，9月15日食品加工板块较上一交易日上涨0.49%，得利斯领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002330 | 得利斯 | 5.45 | 10.10% | 37.72万 | | 2.06亿 | | 002726 | 龙大美食 | 6.13 | 5.69% | 121.16万 | | 7.41亿 | | 603536 | 惠发食品 | 11.40 | 5.56% | 46.78万 | | 5.42亿 | | 605089 | 味知香 | 28.50 | 4.93% | 8.31万 | | 2.39亿 | | 002840 | 华统股份 | 12.26 | 4.88% | 43.25万 | | 5.21亿 | | 001215 | 千味央厨 | 34.92 | 3.96% | 10.47万 | | 3.65亿 | | 60310 ...

Core Viewpoint - The article discusses the performance of the stock market on September 15, highlighting mixed results among major indices and sector performances, with a focus on active sectors like gaming and pork, while noting the underperformance of certain materials sectors [2][5][10]. Market Performance - The three major indices closed with mixed results: Shanghai Composite Index at 3860.5 points, down 0.26%; Shenzhen Component Index at 13005.77 points, up 0.63%; and ChiNext Index at 3066.18 points, up 1.52% [2][3]. - The total trading volume in the Shanghai and Shenzhen markets was 2.28 trillion yuan, a decrease of 245.8 billion yuan from the previous trading day, with over 3300 stocks declining and more than 1900 stocks rising [2][3]. Sector Performance - Active sectors included pork (+2.82%), gaming (+3.65%), and automotive parts, while superconductors and retail concepts showed weak performance [5][6]. - Notable stocks in the gaming sector included Xinghui Entertainment, which hit a 20% limit up, and Perfect World, which also reached the limit up, with several other gaming stocks rising over 6% [6]. - In the pork sector, stocks like Delisi and Aonong Biological reached their daily limit, while Tiankang Biological rose over 8% [7]. Capital Flow - Main capital inflows were observed in the automotive, electric equipment, and machinery sectors, while there were outflows from electronics, communications, and defense sectors [10]. - Specific stocks with significant net inflows included BYD, Top Group, and Zhongdali De, with net inflows of 840 million yuan, 716 million yuan, and 700 million yuan respectively [11]. - Conversely, stocks like Northern Rare Earth, Wolong Electric Drive, and Zhongji Xuchuang faced substantial net outflows of 2.01 billion yuan, 1.83 billion yuan, and 1.386 billion yuan respectively [12]. Institutional Views - Citic Securities noted that the market is entering a high-level consolidation phase, with macro trading becoming a significant variable affecting market direction [14]. - Huatai Securities expressed a positive mid-term outlook for the domestic fundamentals, suggesting maintaining a high position while focusing on cost-effectiveness and industry prosperity [14].