Core Viewpoint - The company, He Fu Lao Mian, faces consumer backlash for selling high-priced, industrially produced noodles, which many customers perceive as pre-packaged meals rather than freshly made dishes [2][3] Group 1: Consumer Reactions - Multiple consumers have expressed disappointment over the perceived quality of He Fu Lao Mian's offerings, comparing them to high-end instant noodles due to the use of pre-packaged ingredients [2] - Social media reactions highlight a significant disconnect between the brand's marketed image of "health-focused noodles" and the reality of their food preparation process [2] Group 2: Company Response - He Fu Lao Mian's official response clarifies that all dishes are prepared in a central kitchen and delivered to stores on the same day, asserting that their products do not fall under the category of "pre-packaged meals" as defined by national regulations [2] - The company's attempt to differentiate its products from the sensitive "pre-packaged meal" label may not align with consumer perceptions, as the visible preparation process raises concerns about authenticity [2] Group 3: Brand Trust Issues - The brand has previously faced scrutiny for using absolute terms in advertising, such as "the number one brand of Chinese noodle restaurants," which led to regulatory penalties [2] - A series of incidents, including misleading marketing and pricing inconsistencies, are eroding consumer trust in this once-celebrated brand [3]

文 | 摩根商研所 西贝好像活过来了。 那么问题来了，此前贾国龙在采访中信誓旦旦地表示可以去查西北的账，西贝2025上半年平均利润率不超过5%。 近日#西贝服务员工资条#又上了热搜，西贝员工每月到手八九千的消息着实令人震惊。 已经数不清西贝这三个月来上了多少次热搜，光是最近从年底接受南方周末采访认错，到跨年给员工送枕头，再到年后多家媒体的"翻盘"报道，西贝俨然成 了这个元旦最为活跃的品牌之一。 最近新京报记者走访西贝店铺了解到，元旦期间，西贝全国门店客流约为50万人次，全国整体客流情况未受补贴停止影响，元旦假期北京多家门店就餐高峰 时段需排队。 看起来西贝的"百日维新"仿佛真的大获成功，口碑从谷底逐渐攀升，贾国龙也不用担心"回草原养羊"了。 但看似火热，员工工资优渥的西贝，如何面临接下来的生存问题？ 5%利润率降价20%如何长线运营？ 贾国龙最近的采访确实全篇在认错，在整改，甚至有做不成西贝就"回家养羊"的宣言，但在这份真诚的采访中，让我对西贝的经营状况产生了疑惑。 贾国龙说："现在我们的客单价是75元左右，较之前降了20%，已降价的菜品不会再涨价，是长期的。" 西贝的降价是有目共睹的，大量的菜品都有下调售价 ...

Core Insights - The article highlights consumer complaints regarding the quality of products at HeFu Noodle, where customers found that the ingredients used were pre-packaged and not freshly made, leading to a disparity between expected and actual dining experiences [1][2] - HeFu Noodle has faced previous scrutiny for advertising violations, indicating a pattern of regulatory challenges [1][2] Company Overview - HeFu Noodle is recognized as a unicorn enterprise in China, with a market value of 7 billion [2] - The company has a significant backing from major investors including Tencent, Alibaba, and Longfor, and operates over 600 stores across 80 cities in China, with a membership base exceeding 40 million [2] Financial and Operational Details - The company was established in 2012 with a registered capital of 15.265 million [2] - HeFu Noodle has undergone multiple rounds of financing, including a D round in November 2020 amounting to 450 million and an E round in July 2021 of nearly 800 million, with participation from notable investors [2]

1月9日，中百集团（维权）盘中上涨2.03%，截至10:14，报8.03元/股，成交2.20亿元，换手率4.24%， 总市值53.20亿元。 资金流向方面，主力资金净流入1654.42万元，特大单买入1203.58万元，占比5.48%，卖出578.27万元， 占比2.63%；大单买入3614.64万元，占比16.45%，卖出2585.53万元，占比11.76%。 分红方面，中百集团A股上市后累计派现9.19亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，中百集团十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股362.70万股，为新进股东。 中百集团今年以来股价涨5.94%，近5个交易日涨5.94%，近20日跌5.42%，近60日涨9.10%。 责任编辑：小浪快报 资料显示，中百控股集团股份有限公司位于湖北省武汉市江汉区新华路630号，成立日期1990年1月9 日，上市日期1997年5月19日，公司主营业务涉及商业零售为主业的大型连锁企业，主营连锁超市、综 合百货，涉足医药，同时经营物流配送、物业管理、进出口贸易等业务。主营业务收入构成为：商品销 售收入91.07%，其 ...

以下文章来源于凤凰网财经 ，作者公司研究院 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 本文来自微信公众号： 凤凰网财经 ，作者：公司研究院 近日，主打"长寿乡养生面"定位的和府捞面因"只有面是现煮"的质疑冲上热搜，引发全网对其餐品制 作模式的热议。 在这场争议中，它被称为"面条界的钟薛高"——同样以高端营销为卖点，同样以不菲价格瞄准都市中 产，却也因产品实际价值与宣传形象间的巨大反差，陷入"背刺中产"的舆论漩涡。 一边是和府捞面长期标榜的"长寿乡好食材""草本慢熬""匠心制作"理念，一边是消费者曝光的"后厨 堆满塑料袋""拆包复热即出餐"的实际体验，高端客单价与预制化操作的强烈反差，在社交平台引发 全网热议。 这场争议的背后，不仅是消费者对"性价比"与"知情权"的双重诉求，更折射出这个曾获腾讯、阿里等 资本青睐、估值一度达70亿元的连锁品牌，在扩张遇阻、IPO停滞的发展困境下，面临的标准化与体 验感、高端定位与市场接受度的深层矛盾。 和府捞面深陷预制菜风波 多位消费者反映，"客单价在三 ...

Core Viewpoint - Jiangsu Hefuliao Restaurant Management Co., Ltd. (referred to as "Hefuliao") is facing criticism over its use of pre-packaged ingredients in its dishes, raising questions about its product quality and business model [1][3][4]. Group 1: Business Expansion and Strategy - Hefuliao has opened 500 stores across over 80 cities in the past decade, with a significant acceleration in expansion planned for 2024, targeting 100 new stores and a long-term goal of 20,000 stores [2][6]. - The company has completed seven rounds of financing since 2016, raising over 1.6 billion yuan, with notable investors including Tencent and Alibaba, leading to a valuation of 7 billion yuan [8][9]. - Hefuliao's founder, Li Xuelin, emphasizes that the goal of opening 20,000 stores is more important than going public, indicating a focus on growth rather than immediate financial returns [8][9]. Group 2: Product Quality and Consumer Perception - Consumers have reported that the ingredients used in Hefuliao's dishes, such as soup bases and toppings, are pre-packaged, leading to dissatisfaction regarding the perceived value of the meals priced at 30-40 yuan [1][3][4]. - The company claims that its products are made fresh daily and are not classified as pre-packaged food, although this assertion has been met with skepticism from consumers [2][3]. - Complaints regarding food quality have been frequent, including reports of foreign objects found in meals, which further complicates the brand's reputation [7][9]. Group 3: Regulatory and Market Challenges - Hefuliao has faced regulatory scrutiny, including fines for misleading advertising related to health claims about its products, which could impact consumer trust and brand integrity [7][8]. - Despite its status as a unicorn and significant investment backing, the company has not yet gone public, raising concerns about its long-term viability and ability to sustain investor interest amid ongoing operational challenges [8][9].

2025年9月2日，贵州省黔东南苗族侗族自治州从江县刚边壮族乡中心小学的学生在享用免费营养餐。罗京来摄 （人民视觉） 图为鲍鱼出口深加工产品干鲍（上）和部分速冻鲍鱼制品。通过传统美食工艺融合现代食品深加工技术，福建省 莆田市鲍鱼加工企业推出各种鲍鱼罐头、鲍鱼预制菜肴、鲍鱼肽固体饮料等出口深加工产品。新华社记者 魏培全 摄 这是2025年3月21日在中国农业大学东校区拍摄的"智慧食堂"设备显示屏。为帮助师生管理体重、营造健康生活环 境，该校食堂专门开设低脂营养餐窗口，部分餐厅引进"智慧食堂"设备，实时显示菜品的脂肪、糖等营养数据信 息，为师生调控饮食提供参考。新华社记者 陈钟昊摄 预制菜、肠道健康、抗炎饮食……近日，在第三届国民营养素养大会上，2025年度十大营养热词正式发布。 热词的产生由中国健康促进与教育协会营养素养分会牵头，通过系统梳理2025年度媒体报道与网络上的营养健康 相关内容，组织多领域专家讨论并投票，最终选出2025年度十大营养热词，它们集中反映了公众对营养健康的关 注热点与趋势变化。热词发布后，专家对热词进行了解读。 预制菜 近年来，四川省华蓥市加快农村老年食堂建设，先后在人口居住相对集中的永 ...

一边是 和府捞面 长期标榜的"长寿乡好食材""草本慢熬""匠心制作"理念，一边是消费者曝光的"后厨堆满塑料袋""拆包复热即出餐"的实际体验，高端客单 价与预制化操作的强烈反差，在社交平台引发全网热议。 这场争议的背后，不仅是消费者对"性价比"与"知情权"的双重诉求，更折射出这个曾获腾讯、阿里等资本青睐、估值一度达70亿元的连锁品牌，在扩张遇 阻、IPO停滞的发展困境下，面临的标准化与体验感、高端定位与市场接受度的深层矛盾。 01 和府捞面深陷预制菜风波 多位消费者反映，"客单价在三四十元的和府捞面，浇头、汤底均是袋装，相当于花高价吃预制面"，并称"在门店能看到后厨堆满塑料袋"。这与品牌宣传 的"养生熬汤""匠心制作"形成鲜明反差。 凤凰网财经《公司研究院》 资料显示，其门店主要集中在一线及新一线城市，上海、江苏、北京等地门店数量位居前列，超50%布局于核心商圈，高端场景定位与预制复热操作的矛 盾，在社交平台上引发大量吐槽。 近日，主打"长寿乡 养生面"定位的和府捞面因"只有面是现煮"的质疑冲上热搜，引发全网对其餐品制作模式的热议。 在这场争议中，它被称为"面条界的钟薛高"——同样以高端营销为卖点，同样以不菲价 ...

Core Viewpoint - The controversy surrounding HeFu LaoMian's use of pre-packaged ingredients has sparked significant consumer backlash, questioning the value proposition of the brand's offerings [1][4]. Group 1: Consumer Concerns - Consumers have reported that HeFu LaoMian's kitchen only prepares noodles on-site, while the soup base and toppings are sourced from pre-packaged kits, leading to dissatisfaction regarding the perceived quality and value of the meals [1][3]. - The price range for a bowl of HeFu LaoMian is between 25 to 50 yuan, which many consumers feel does not align with the quality of pre-packaged food [1]. Group 2: Company Response - HeFu LaoMian's official customer service stated that the meals are prepared in a central kitchen and delivered to stores, asserting that these do not fall under the category of pre-packaged food as defined by regulatory guidelines [3][4]. - The brand has previously addressed similar concerns in 2024, emphasizing that their meals are made in-house and not sourced from third-party suppliers [4]. Group 3: Industry Context - The debate over pre-packaged food has been a recurring issue in the restaurant industry, with differing definitions of what constitutes pre-packaged meals leading to consumer confusion [6]. - The central kitchen model is widely adopted in the industry for its ability to ensure consistent quality and efficiency, but it raises questions about transparency and consumer rights [6]. - HeFu LaoMian operates over 600 stores across more than 80 cities in China, with a membership base exceeding 40 million, aiming to elevate the quality of Chinese fast food [6]. Group 4: Financial and Strategic Insights - HeFu LaoMian's parent company, Jiangsu HeFu Restaurant Management Co., Ltd., is currently in its E-round of financing, with a valuation of 7 billion yuan, backed by investors such as Dou Wei Food, Longfor Group, Tencent, and CMC Capital [6]. - The company has set a strategic goal to achieve a total revenue of 8 billion yuan by 2025, although there is no public information confirming the achievement of this target as of now [6].

瑞财经 吴文婷继西贝之后，另一家知名餐饮品牌再度陷入"预制风波"。 1月7日，据媒体报道，有多位消费者反映，"客单价在三四十元的和府捞面，浇头、汤底均是袋装，相 当于花高价吃预制面"，并称"在门店能看到后厨堆满塑料袋"。随后，"和府捞面 只有面现煮"相关话题 引发讨论。 对此，和府捞面官方客服热线，工作人员称餐品是由中央厨房制作后，配送到各门店，不属于预制菜的 范围。 "因为你不是五星酒店，不可能都找特别贵的厨师，而且厨师个体每次的出品也不百分之百稳定。还 有，厨师打喷嚏、流鼻涕、长指甲等等，细节管控很难。" 值得注意的是，和府捞面并非首次陷入"预制风波"。 和府捞面2023年8月发布的推文中，其创始人李学林表示，很多人觉得厨师现做是好事，有烟火气，但 其实从食品安全来讲并不可行。 目前预制菜正在成为新兴消费需求,但公众对其认知仍处于"模糊期",甚至"提预制菜色变"。在李学林看来, 在政府引导和头部企业的共同推动和努力下,预制菜产业一定会实现结构升级和优化,实现高质量发展。 2024年7月，和府捞面转发媒体报道《和府捞面，不属于预制菜》回应公众质疑，其中提到：和府捞面 的餐品由中央厨房统一制作、配送，不属于预 ...