Core Viewpoint - The recent controversy surrounding pre-prepared dishes (pre-cooked meals) has led to significant movements in related stocks in the A-share market, highlighting the industry's potential for growth and the need for transparency and standardization in the sector [1][2][11]. Stock Movements - On September 15, several pre-prepared dish concept stocks saw notable increases, with Delisi hitting the daily limit, and other companies like Huifa Foods and Sanjiang Shopping also experiencing significant gains [1][2]. - The stock price movements were influenced by the ongoing public debate sparked by the conflict between Xibei Restaurant and Luo Yonghao regarding the use of pre-prepared dishes [2]. Industry Response - Xibei issued an apology acknowledging the gap between its production methods and customer expectations, committing to adjust its processing methods to enhance customer experience by moving more preparation to the storefront [2][11]. - The company plans to implement changes by October 1, 2025, including switching to non-GMO soybean oil for all dishes cooked with soybean oil [2]. Media Coverage - Major media outlets like People's Daily, Xinhua News Agency, and CCTV have published articles discussing the implications of the pre-prepared dish debate, emphasizing the importance of consumer rights and the need for clearer standards in the industry [11][12]. - The discussions raised critical questions about how to define pre-prepared dishes, reduce information asymmetry, and ensure quality while providing convenient services [11]. Regulatory Framework - In March 2024, a joint notice from several regulatory bodies will clarify the definition of pre-prepared dishes and outline safety regulations to promote high-quality development in the industry [12]. - The notice emphasizes the need for transparency in the use of pre-prepared dishes in restaurants, ensuring consumers are informed about what they are consuming [12]. Industry Growth Potential - According to Huaxin Securities, the pre-prepared dish industry in China is expected to grow significantly, with a projected revenue of 475.7 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 19% from 2019 to 2022 [14]. - The per capita consumption of pre-prepared dishes has increased from 5.4 kg in 2013 to 9.1 kg in 2022, indicating room for growth compared to more mature markets [14]. - The industry is anticipated to undergo consolidation, with increased market concentration as competition stabilizes [14].

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]

（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 ...

惠发食品、得利斯双双涨停，盖世食品涨超15%，国联水产涨超10%，海欣食品、千味央厨、味知香、 益客食品等涨幅居前。 ...

周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。 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.SZ）等跟涨。 【#预制菜概念盘初走强# ，得利斯涨停，多家上市公司回应】#多家上市公司回应预制菜挑战# ...

周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。9月15 日，预制菜概念盘初走强，得利斯、惠发食品涨停，味知香、国联水产、千味央厨、盖世食品、益客食 品等跟涨。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 关标准的逐步出台，从长期来看，优质的品牌力将会是人们的消费选择，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。（一 财） ...

2025.09. 15 本文字数：621，阅读时长大约1分钟 作者 | 第一财经 安卓 周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。 | | | 预制菜 1 | | | --- | --- | --- | --- | | | | 1221.69 1.19% | | | 成分股 基金 | 简況(F10) | 资金 | 分析 社区 | | 全部 龙头股 | | 3日内有涨停 连板 | 连续3日主7 | | 名称/代码 | | 最新 ◆ 涨幅 = 5日涨幅 = > | | | 盖世食品 | | 16.75 +14.80% +15.52% | | | 836826 | | | | | 领涨龙头3 | | | | | 国联水产 | | 4.17 +10.32% +11.53% | | | 300094 | | | | | 得利斯 | | 5.45 +10.10% +11.00% | | | 002330 | | | | | 最终涨停09:25 首板 | | | | | 惠发食品 | | 11.88 +10.00% +11.55% | | | 603536 | | | | | 最终 ...

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]

齐鲁晚报·齐鲁壹点记者 尹睿 近日，罗永浩在个人微博上对西贝使用预制菜的猛烈抨击，再次将预制菜行业推向舆论的风口浪尖。 多家企业在财报中指出，原材料价格波动是利润下滑的主因之一。味知香坦言，部分原材料价格上涨压 缩了利润空间；千味央厨在财报中也提到，"原料价格波动对公司经营利润的影响显著，原料价格波动 带来的利润压力仍然较大"。此外，伴随着越来越多的企业涌入预制菜市场，行业竞争加剧，市场饱和 度逐渐提高，企业为争夺市场份额，不得不加大促销力度，进一步压缩了利润空间，"以价换量"成为普 遍策略。 另一方面，预制菜企业对B端客户的高度依赖在很大程度上影响着行业发展。以千味央厨为例，上半年 其经销商数量从去年同期的1953 家减少至1591家，净减少362家，降幅达18.54%。华鑫证券在研报中提 到，千味央厨主要依赖餐饮渠道客户，如百胜、海底捞、华莱士等。2025上半年，海底捞、华莱士等客 户营收承压，若B端市场复苏节奏缓慢，将影响千味央厨整体业绩表现。 艾媒咨询报告也指出，中国预制菜市场的销售以B端为主，主要面向餐饮企业。据统计数据，在2023年 预制菜市场规模中，B端市场占比70%左右。盘古智库高级研究员江瀚 ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600097 开创国际 | | 2722.87万 | 16.75% | -973.23万 | -5.99% | -1749.63万 | -10.76% | | 002069 | 獐子岛 | 561.57万 | 12.24% | -235.39万 | -5.13% | -326.18万 | -7.11% | | 300094 国联水产 | | 316.79万 | 2.37% | -284.24万 | -2.13% | -32.55万 | -0.24% | | 600467 | 好当家 | -521.01万 | -2.85% | -418.17万 | -2.29% | 939.18万 | 5.14% | | 000798 中水渔业 | | -581.47万 | -9.66% | -265.86万 | -4.42% | 847.33万 | 14.08% | | 60025 ...