预制菜新国标来了！罗永浩“手撕”西贝背后6000亿市场将洗牌

Core Viewpoint - The controversy surrounding pre-prepared meals is not about their inherent quality but rather about consumer transparency and choice, with many consumers feeling misled when they pay for freshly cooked meals but receive pre-prepared options instead [1][2] Market Overview - The pre-prepared meal market in China is projected to reach 485 billion yuan in 2024 and is expected to exceed 617.3 billion yuan by 2025, indicating a rapidly growing trillion-yuan industry [2] - Over 30 publicly listed companies in the A-share market are involved in the pre-prepared meal sector, with significant investments in industrial parks in regions like Guangdong, Fujian, and Shandong [2] Consumer Sentiment - Research indicates that more than 50% of consumers in fast-food chains are open to pre-prepared meals, while only 8.8% of consumers in high-end restaurants accept them, highlighting a mismatch between consumer expectations and dining contexts [1][2] Industry Challenges - The primary issue facing the pre-prepared meal industry is a lack of transparency, with no established standards or regulatory frameworks governing the sourcing, processing, and logistics of these products [2] - Many restaurants are hesitant to disclose their use of pre-prepared meals, further eroding consumer trust [2] Regulatory Developments - A draft national standard for food safety regarding pre-prepared meals has passed review and is set to solicit public opinion, which will help standardize the identity of pre-prepared meals and require restaurants to disclose their usage [2] - The implementation of new national standards is expected to lead to a significant industry shake-up, potentially eliminating substandard small operations [2] Future Outlook - The pre-prepared meal sector is seen as a necessary evolution in modern dining, addressing efficiency issues while needing to build consumer trust [2] - The ongoing discussions about consumer rights, standardization, and industry transparency will likely shape the future trajectory of the restaurant industry [2][3]