Core Viewpoint - The recent public dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which continues to show strength in the market despite underlying challenges faced by companies in the industry [1] Industry Summary - The prepared food concept saw initial strength on September 15, with companies like Delisi and Huifa Foods hitting the daily limit up, while others such as Weizhi Xiang, Guolian Aquatic, Qianwei Yangchun, Geshifood, and Yike Foods also experienced gains [1] - The prepared food industry is experiencing both growth and challenges, with a rapid increase in market size alongside diversifying consumer demands and intensified competition [1] - Issues such as inconsistent standards, food safety, and regulatory standards are prevalent in the prepared food sector, which are expected to be addressed as relevant standards are gradually introduced [1] Company Summary - 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 [1] - Qianwei Yangchun has acknowledged the trust crisis facing the prepared food industry and is implementing several measures to address this, including strict source control and supply chain upgrades, emphasizing the importance of stable raw material supply and quality [1] - The company has established a comprehensive quality monitoring system and developed quality management protocols for different business segments to ensure product excellence [1]
预制菜板块盘初走强 得利斯涨停 多家上市公司回应