西贝致歉：尽可能在门店现做

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei Youmian Village regarding the "pre-made dishes" issue has drawn significant public attention, leading to Xibei's commitment to rectify its production processes and Luo's decision to monitor the situation without pursuing further legal action [3][4]. Company Response - Xibei issued an apology acknowledging the gap between its production processes and customer expectations, promising to adjust its central kitchen processing to on-site preparation by October 1 [3][4]. - Xibei is also in discussions with suppliers to shorten the shelf life of its products while ensuring food safety [3]. Market Reaction - Following the developments, several pre-made dish-related stocks surged, with companies like Delisi and Huifa Foods hitting their daily price limits, and Guolian Aquatic experiencing a 12.43% intraday increase before closing up 5.03% [4]. - The incident has reignited consumer interest in the pre-made dish industry, highlighting the potential for growth despite existing challenges [4]. Industry Standards - Recent regulatory efforts have aimed to standardize the pre-made dish industry, with various local standards being introduced to enhance food safety and quality [6]. - The market is expected to benefit from clearer regulations, which may strengthen industry self-discipline and favor leading brands [5]. Market Size and Growth - The pre-made dish market in China is projected to reach 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to grow to 749 billion yuan by 2026 [7]. Competitive Landscape - Despite the market's rapid growth, many listed companies in the pre-made dish sector reported declining profits in the first half of 2025, with some facing significant losses [8][9]. - Companies like Guolian Aquatic reported a loss of 550 million yuan, attributed to decreased revenue and increased asset impairment losses [9]. Consumer Sentiment - Consumers express a desire for transparency and choice regarding pre-made dishes, indicating a need for better communication from companies about their products [10].