西贝“预制菜”风波后，主打“现做”概念的餐馆爆火！餐饮业能否靠“锅气”和透明走出行业寒冬

Core Viewpoint - The company Xibei is facing a critical moment with the closure of 102 stores and an expected loss of over 600 million yuan in the next six months, while simultaneously securing new financing to navigate through the challenges posed by public opinion and operational difficulties [1][7][26]. Financing and Ownership Changes - Xibei has completed a new round of financing, with the registered capital increasing from 8990.29 million yuan to 10168.01 million yuan, a growth of approximately 13.1% [3][22]. - The founder, Jia Guolong, has seen his shareholding decrease to 26.1644%, but he remains the actual controller of the company [3][22]. - New investors include notable figures such as Zhang Yong, founder of Xinyuanji, and Hu Xiaoming, former CEO of Ant Group, indicating a strategic move towards potential public listing [5][24]. Operational Challenges - The company plans to close 102 stores, reducing its total from 370 to 270, affecting around 4000 employees, marking the largest adjustment in its 38-year history [7][26]. - The expected cumulative loss from September 2025 to March 2026 is projected to exceed 600 million yuan [7][26]. - The operational model of "freshly cooked" dishes is becoming popular, but the high costs associated with this model are squeezing profit margins, which typically range from 3% to 5% [15][34]. Industry Context - The overall restaurant industry in China is experiencing a downturn, with a closure rate approaching 60% in 2025, indicating a challenging environment for all players [8][27]. - The rise of pre-prepared dishes has led to consumer trust issues, further complicating the operational landscape for companies like Xibei [19][38]. - Analysts suggest that transparency in food preparation processes and a focus on quality ingredients are essential for rebuilding consumer trust and adapting to market demands [19][39].