Core Viewpoint - The article discusses the controversy surrounding Shanghai Green Express, a major player in the school meal market, highlighting issues of food safety, management transparency, and the complex capital structure behind the company [4][5][8]. Group 1: Company Background and Controversy - Shanghai Green Express provides 500,000 meals daily and controls nearly 30% of the school meal market in Shanghai [5][34]. - The company faced backlash from parents due to food safety issues, particularly concerning the quality of shrimp in meals, leading to a police investigation [8][9]. - The company's apology was vague and did not address specific concerns raised by parents [5][8]. Group 2: Management and Ownership Structure - The real decision-maker behind the company is a previously unknown actual controller, Zhang, rather than the publicly listed general manager, Ge [11][12]. - Ge has connections to multiple companies, including those in the food supply chain, raising questions about potential conflicts of interest [14][16]. - The ownership structure involves a Hong Kong company that serves as the sole shareholder, which obscures the true beneficiaries and decision-makers [31][26]. Group 3: Market Position and Financial Dynamics - Green Express has been expanding rapidly, winning numerous contracts and maintaining a strong cash flow due to a prepayment model from parents [34][35]. - The company has a significant market share, providing meals to approximately one-third of Shanghai's 1.82 million school students [33][34]. - The cost structure reveals a discrepancy between the actual meal cost and what parents are charged, raising concerns about transparency and profit margins [36][37].
上海绿捷为啥能掌控50万学生的校园餐?
阿尔法工场研究院·2025-09-25 00:04