Core Viewpoint - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which saw a strong initial performance on September 15, with several stocks reaching their daily limit up [3]. Prepared Food Sector Performance - The prepared food concept showed strength with stocks like Delisi (得利斯, 002330.SZ) and Huifa Food (惠发食品, 603536.SH) hitting the daily limit up. Other stocks such as Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Yangchu (千味央厨, 001215.SZ), and Gaishe Food (盖世食品, 836826.BJ) also experienced gains [3][4]. Company-Specific Insights - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year. The chairman emphasized that the prepared food industry faces both opportunities and challenges, including increasing consumer demand diversity and intensified competition [7]. - Qianwei Yangchu acknowledged the trust crisis in the prepared food industry and has implemented measures to address it, focusing on strict source control and supply chain upgrades, as well as establishing a comprehensive quality monitoring system [7].
预制菜板块盘初走强,得利斯涨停,多家上市公司回应