罗永浩向西贝开炮后，预制菜反倒藏投资机遇？

Core Viewpoint - The recent controversy involving internet celebrity Luo Yonghao and the restaurant chain Xibei highlights significant consumer concerns regarding the use of pre-prepared dishes in the food industry, potentially leading to greater regulatory scrutiny and industry standardization [2][6][12]. Group 1: Incident Overview - Luo Yonghao criticized Xibei for allegedly using pre-prepared dishes, prompting a strong denial from Xibei's founder, Jia Guolong, who threatened legal action against Luo [4][6]. - In response to the backlash, Xibei implemented measures such as a new menu and transparency initiatives, but reported a noticeable decline in daily revenue [4][6]. - The public largely supported Luo, with many comments on social media criticizing Xibei's practices [4][6]. Group 2: Consumer Concerns - The core issue for consumers is not the opposition to pre-prepared dishes but the lack of transparency regarding their use, which affects trust in restaurant brands [6][12]. - The incident has drawn attention from regulatory bodies, with the Beijing Municipal Market Supervision Administration indicating it is monitoring the situation [6][12]. Group 3: Regulatory Developments - Concurrently, a significant policy development occurred with the draft of the "National Standard for Food Safety of Pre-prepared Dishes" passing expert review, set to be publicly consulted [7][10]. - This draft aims to standardize definitions and safety measures for pre-prepared dishes, addressing consumer rights to information and safety [10][11]. Group 4: Market Impact - Following the controversy, the pre-prepared dish sector saw a notable increase in stock prices, with the Tonghuashun A-share pre-prepared dish index rising by 0.99% [7][10]. - Analysts predict that the introduction of national standards will enhance consumer confidence and drive industry consolidation, favoring larger, compliant companies [11][12].