真“带血工厂”、纯“手工制作”，吃出“带血创口贴”打工人破防了

Core Viewpoint - The recent incident involving a consumer finding a bloodied band-aid in a rice dumpling purchased from Lai Yi Fen has raised significant concerns about food safety and quality control within the company and its supplier, Wu Fang Zhai, especially with the upcoming Dragon Boat Festival [1][7][9]. Group 1: Incident Details - A consumer reported finding a bloodied band-aid in a Lai Yi Fen rice dumpling, leading to widespread outrage and calls for accountability [1]. - The implicated product is identified as Lai Yi Fen's honey date rice dumpling, which is part of their "Gao Zong" series, reportedly produced by Wu Fang Zhai [3][7]. - Lai Yi Fen's customer service has acknowledged the issue and stated that it is under investigation, while Wu Fang Zhai is also verifying the situation [6]. Group 2: Company Background and Market Position - Lai Yi Fen, established in 1999 and listed in 2016, is a leading player in the snack food industry, with a market capitalization of 4.428 billion yuan as of May 9, 2024 [1][7]. - Wu Fang Zhai, known as the "King of Rice Dumplings," held a market share of 37% in 2021, significantly surpassing competitors [7]. Group 3: Quality Control Issues - Lai Yi Fen's reliance on a contract manufacturing model has led to challenges in quality control, which has been a recurring issue for the company [9][11]. - Historical complaints about Lai Yi Fen's products include reports of foreign objects such as staples and hair, which have previously affected its IPO process and brand reputation [9][11]. - The company has implemented a comprehensive quality control system, but the extensive number of contract manufacturers makes it difficult to ensure consistent quality across all products [11][12]. Group 4: Financial Performance and Market Reaction - Lai Yi Fen's financial performance has been declining, with a reported revenue of 3.37 billion yuan in 2024, down 15.25% year-on-year, and a net loss of 75.26 million yuan [13][14]. - The company's stock price has dropped 46% from its peak of 24.6 yuan in January 2025 to 13.24 yuan by May 9, 2024, reflecting market skepticism about its ability to transform and address ongoing quality issues [15][16]. Group 5: Future Challenges and Strategic Shifts - Lai Yi Fen is attempting to pivot towards a "lifestyle convenience store" model, which demands even higher food safety standards [12][16]. - The company faces a significant trust crisis among consumers, which could hinder its efforts to innovate and regain market confidence [17].