Core Viewpoint - The dispute between Luo Yonghao and Jia Guolong regarding pre-prepared dishes has concluded, with West Be acknowledging the need for transparency in their use of pre-prepared ingredients, while the market for pre-prepared dishes remains resilient despite consumer concerns [1][8]. Industry Summary - The pre-prepared dish sector has seen a rise in stock prices since September 15, with companies like Delisi reaching a limit up, indicating strong market interest [2][3]. - The National Health Commission's draft for national food safety standards for pre-prepared dishes is expected to clarify the definition and usage of these products in the restaurant industry, which may enhance consumer confidence [3][12]. - The controversy highlights a disconnect between industry definitions of pre-prepared dishes and consumer perceptions, with concerns over food safety and ingredient quality being prominent [4][12]. Company Summary - Companies such as Delisi, Longda Meishi, and others have experienced significant stock price increases, reflecting positive market sentiment towards the pre-prepared food sector [2]. - Qianwei Central Kitchen has acknowledged the trust challenges in the pre-prepared dish market and is implementing quality management measures to address these issues [13]. - The market for pre-prepared dishes in China is projected to grow rapidly, with estimates suggesting a market size of 674.9 billion yuan by 2030, driven by various factors including evolving consumer preferences and regulatory developments [13].
预制菜应该感谢罗永浩
3 6 Ke·2025-09-16 03:35