Mei Ri Jing Ji Xin Wen·2025-09-16 11:46Core Viewpoint - The recent controversy surrounding pre-prepared meals has drawn significant attention to the industry, particularly following comments made by a prominent figure regarding the quality and pricing of dishes at a specific restaurant chain [1] Group 1: Industry Overview - The A-share market has 31 companies involved in the pre-prepared meal concept, with 14 of them disclosing ESG (Environmental, Social, and Governance) reports, resulting in a disclosure rate of 45% [1] - The focus of the industry includes key issues such as product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Reporting - Among the 31 companies, 9 are rated A (including A+, A, A-), 9 are rated B, 8 are rated C, and 5 are rated D, indicating a relatively even distribution of ESG ratings [3] - The majority of companies emphasize the importance of transparency in their ESG reports, with a notable number focusing on sustainable development and social responsibility [2][3] Group 3: Environmental Initiatives - Companies like Jinlongyu and New Hope are implementing green logistics and sustainable packaging practices to reduce environmental impact [4] - Out of the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions), highlighting a gap in comprehensive carbon footprint reporting [4] Group 4: Food Safety and Quality - The industry is shifting towards enhanced food safety and nutritional health management, driven by national strategies aimed at prioritizing public health [5] - New regulations on food additives are set to be implemented, requiring pre-prepared meal producers to adjust their product formulations to comply with stricter safety standards [5] Group 5: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies like Jinlongyu and New Hope adopting rigorous supplier management practices [7] - The emphasis on transparency and responsible sourcing is seen as essential for maintaining consumer trust and ensuring product quality [8]