你以为你吃的是麻六记，其实不过是代工“盲盒”

Core Viewpoint - The recent food safety incident involving the brand "Ma Liu Ji" highlights significant governance shortcomings in China's new consumption sector, particularly in the area of OEM (Original Equipment Manufacturer) production [1][2]. Group 1: Incident Overview - The incident began when "Ma Liu Ji" spicy noodles were reported to have issues such as discoloration, mold, and an unpleasant odor, leading to their removal from Costco stores [1]. - The OEM factory, Sichuan Bai Jia A Kuan Food Industry Co., Ltd., acknowledged the recall due to insufficient disinfection during production, which may have led to bacterial contamination [1][2]. - The brand's delayed response to the crisis, relying on consumer complaints and external pressure, exposed a governance vacuum where oversight was overly dependent on the OEM [2]. Group 2: Governance Issues - The shared OEM model among multiple brands can lead to industry-wide disasters when problems arise, as seen with the "Ma Liu Ji" incident affecting other brands like Li Zi Qi and San Zhi Song Shu [3][4]. - The governance structure is weak, with brands often lacking real-time oversight and accountability, relying instead on contractual agreements that do not translate into effective factory-level monitoring [4][6]. - The lack of transparency in production processes means that consumers may unknowingly purchase products from unregulated OEMs, leading to a "blind box" scenario where quality cannot be guaranteed [4][10]. Group 3: Broader Implications - The incident serves as a warning for the entire industry, indicating that without integrating OEM practices into ESG (Environmental, Social, and Governance) frameworks, food safety issues could become a significant risk [12]. - The reliance on a "light asset" model, where brands focus on marketing rather than production oversight, complicates the assignment of governance responsibilities and can lead to a cycle of blame when issues arise [10][11]. - The interconnected nature of the OEM model means that a single point of failure can lead to widespread trust issues across multiple brands, highlighting the need for a more robust governance structure [8][9].