最近预制菜正处于舆论中心，各大餐饮企业唯恐避之不及。因为从目前的消费认知来看，一旦与预制菜相挂钩，可能就会被打上"不新鲜""不健康"的标签。 另外萨莉亚采用了透明化打法，部分门店采用透明后厨设计，消费者可以清晰地看到员工从冷冻库里取出半成品、加热制作的过程。不遮遮掩掩，保障消费 者的知情权可能也是值得关注的部分。 不过随着市场监管逐渐趋严，行业面临新一轮洗牌，头部品牌可能更具优势，而餐饮企业在使用预制菜式可能也将会走向"明牌"阶段。 资料显示，萨莉亚是一家日本连锁意式餐饮品牌，根据其公布的2024年9月-2025年5月合并财报显示，萨莉亚前三季度实现销售额1883.39亿日元，同比增长 15.4%；实现净利润77亿日元，同比增长超50%。 其实从这场风波来看，餐饮企业的"模糊营销"以及预制菜的标准化、透明化可能是备受关注的部分。前些年预制菜市场快速增长之际，因为准入门槛较低， 一直处于野蛮生长状态，消费者可能也因此对预制菜产生了更多的不信任感。 但就是在这股预制菜的争议声中，萨莉亚好像并没有受到太大的影响。要知道萨莉亚使用预制菜几乎属于摆在台面上的事情了，微博上更是出现了#预制菜 之王萨莉亚为啥没人骂#的热搜 ...

消费者需要预制菜透明化，企业缺乏内驱力，强制性国家标准成为关键 文｜《财经》特约撰稿人 李莹 编辑｜杨立赟 9月21日，据市场监管总局消息，针对近期社会广泛关注的预制菜相关话题，国务院食安办高度重视，已组织工业和信息化部、商务部、国家 卫生健康委、市场监管总局等部门认真研究，加快推进预制菜国家标准制定，大力推广餐饮环节使用预制菜明示，更好维护消费者知情权和选 择权。 近两周以来，连锁餐饮企业西贝与社会名人罗永浩的骂战，让预制菜的问题得到社会空前关注和广泛讨论，一定程度上拉快了预制菜国家标准 制定的进度条。 目前，中国尚未出台关于预制菜的国家标准，但是协会标准、地方标准层出不穷。2020年以来，中国烹饪协会、中国饭店协会都曾推出过《预 制菜品质分级及评价》等行业标准，但由于不是"国标"，强制力不足，难以对行业和市场进行规范化管理。江西、山东、广东、重庆、大连等 省市的市场监管部门近年来也都陆续出台过一些地方标准。 2024年3月，国家市场监督管理总局等六部门联合发布《关于加强预制菜食品安全监管的通知》，首次明确"预制菜是以农、畜、禽、水产品为 原料，配以调味品等辅料，经预处理、熟制或半熟制加工而成的成品或半成品 ...

被全网狂喷的预制菜，真的全是科技与狠活吗？背后6000亿的大市场，到底该何去何从？ 最近西贝和罗永浩关于预制菜的争议，在热搜上挂了好几天。今天撇开争议本身，咱们来深扒一下：被 全网狂喷的预制菜，真的全是科技与狠活吗？背后6000亿的大市场，到底该何去何从？ 好消息是，《预制菜食品安全国家标准》草案已经通过审查，即将向社会征求意见。到时候，预制 菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入信息披露范畴，这将倒逼 预制菜告别"野蛮生长"的时代，预计新国标实施后，行业将迎来一轮大洗牌，那些达不到标准的小作坊 将被淘汰。 说到底，预制菜不是洪水猛兽，而是现代餐饮业发展的必然产物。它的出现解决了效率问题，但现在需 要解决的是信任问题。这场争论或许会逐渐平息，但它所推动的关于知情权、标准化和行业透明度的讨 论，无疑将影响我们餐饮行业的未来走向。 对于消费者而言，我们期待的是：明明白白消费，安安心心吃饭。对于行业而言，则需要：标准清晰、 信息公开、品质过硬。只有这样，预制菜才能真正从一个引发争议的"热词"，蜕变成为一个充满机遇 的"万亿赛道"。 出品：财经早察工作室 有调研数据显示，在连锁快餐店， ...

Group 1 - The core debate between Luo Yonghao and Xibei highlights the lack of standardized definitions and regulations in the prepared food industry, which is crucial for its healthy development [1][3] - The prepared food industry in China is projected to reach a market size of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to exceed 749 billion yuan by 2026 [1][2] - The industry serves as an important vehicle for the integration of agriculture and the catering sector, promoting agricultural efficiency and farmers' income [1] Group 2 - The prepared food industry faces challenges such as inconsistent standards, food safety concerns, and an incomplete regulatory framework, which demand higher quality and innovation from companies [2][3] - A draft national standard for food safety in prepared foods, led by the National Health Commission, is set to be publicly reviewed, which will clarify the identity of prepared foods and enforce mandatory disclosure for their use in restaurants [2] - The recent market response to the news of the upcoming standards has been positive, with significant stock price increases for related companies [2]

Core Viewpoint - The debate between Luo Yonghao and Xibei highlights the issues within the rapidly growing prepared food industry in China, revealing both challenges and opportunities for healthy industry development [1][2]. Industry Growth - The prepared food industry in China is projected to reach a market size of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to exceed 749 billion yuan by 2026 [1]. - The industry plays a crucial role in integrating agriculture and promoting efficiency, increasing farmers' income, standardizing the catering industry, and meeting consumer demand for convenience [1]. Industry Challenges - The industry faces several challenges, including inconsistent standards, food safety concerns, and an incomplete regulatory framework [2]. - The debate over the definition and standards of prepared food reflects the lack of unified standards in the industry, which is essential for resolving misunderstandings [3]. Regulatory Developments - A draft of the "National Standard for Food Safety of Prepared Foods," led by the National Health Commission, has passed review and will soon seek public opinion, aiming to establish a unified definition and mandatory disclosure for the use of prepared foods in restaurants [2]. Market Response - Following the news of the upcoming national standards, related stocks in the prepared food sector saw significant gains, with companies like Delisi hitting the daily limit, and others like Tiankang Biological and Longda Meishi rising over 5% [2]. Quality and Consumer Trust - Quality is identified as the lifeline of the prepared food industry, with consumer anxiety over quality being a central issue. Companies must prioritize quality to gain market respect and consumer choice [3]. - The establishment of standards and transparency is crucial for the healthy development of the industry, enabling consumers to make informed choices and pushing companies to enhance product quality [3].

Core Insights - The article discusses the rapid growth and societal debate surrounding the pre-prepared meal industry in China, highlighting the tension between industrial efficiency and personalized culinary experiences [1][4]. Industry Overview - The pre-prepared meal market in China is projected to exceed 800 billion yuan by 2025, with a compound annual growth rate of over 20%, supported by nearly 70,000 companies across the entire supply chain from farm to table [4][5]. Consumer Concerns - Health Issues: Concerns about nutrient loss (30%-50% for sensitive vitamins) and the use of additives have led to skepticism about the safety of pre-prepared meals, with incidents of substandard ingredients damaging industry trust [5][6]. - Cultural Impact: The unique flavors and aromas associated with traditional cooking are often lost in pre-prepared meals, leading to consumer dissatisfaction and complaints about value [6][7]. - Information Asymmetry: A significant portion of consumers (68%) cannot distinguish between pre-prepared and freshly made meals, raising issues of transparency and consumer rights violations [7][8]. Industry Response - Standardization Efforts: National standards for pre-prepared meals are under final review, aiming to clarify ingredient sourcing and processing methods, with some companies already implementing labeling requirements [8][9]. - Technological Innovations: Companies are exploring advanced technologies to preserve flavors and nutrients, such as liquid nitrogen freezing and high-pressure sterilization, to enhance product quality [9][10]. - Consumer Education: There is a push for better consumer understanding of pre-prepared meals, with initiatives aimed at promoting informed choices and transparency in food sourcing [10][11]. Future Trends - The emergence of a new consumer base, particularly Generation Z, is reshaping the value of pre-prepared meals, transitioning from mere convenience to creative culinary tools [12]. - The ongoing evolution of pre-prepared meals reflects a broader cultural shift, balancing industrial efficiency with the preservation of culinary traditions and health standards [12].

Core Viewpoint - The recent controversy surrounding pre-prepared dishes (pre-cooked meals) has led to significant movements in related stocks in the A-share market, highlighting the industry's potential for growth and the need for transparency and standardization in the sector [1][2][11]. Stock Movements - On September 15, several pre-prepared dish concept stocks saw notable increases, with Delisi hitting the daily limit, and other companies like Huifa Foods and Sanjiang Shopping also experiencing significant gains [1][2]. - The stock price movements were influenced by the ongoing public debate sparked by the conflict between Xibei Restaurant and Luo Yonghao regarding the use of pre-prepared dishes [2]. Industry Response - Xibei issued an apology acknowledging the gap between its production methods and customer expectations, committing to adjust its processing methods to enhance customer experience by moving more preparation to the storefront [2][11]. - The company plans to implement changes by October 1, 2025, including switching to non-GMO soybean oil for all dishes cooked with soybean oil [2]. Media Coverage - Major media outlets like People's Daily, Xinhua News Agency, and CCTV have published articles discussing the implications of the pre-prepared dish debate, emphasizing the importance of consumer rights and the need for clearer standards in the industry [11][12]. - The discussions raised critical questions about how to define pre-prepared dishes, reduce information asymmetry, and ensure quality while providing convenient services [11]. Regulatory Framework - In March 2024, a joint notice from several regulatory bodies will clarify the definition of pre-prepared dishes and outline safety regulations to promote high-quality development in the industry [12]. - The notice emphasizes the need for transparency in the use of pre-prepared dishes in restaurants, ensuring consumers are informed about what they are consuming [12]. Industry Growth Potential - According to Huaxin Securities, the pre-prepared dish industry in China is expected to grow significantly, with a projected revenue of 475.7 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 19% from 2019 to 2022 [14]. - The per capita consumption of pre-prepared dishes has increased from 5.4 kg in 2013 to 9.1 kg in 2022, indicating room for growth compared to more mature markets [14]. - The industry is anticipated to undergo consolidation, with increased market concentration as competition stabilizes [14].

Core Viewpoint - The ongoing debate between Luo Yonghao and Xibei highlights the urgent need for standardization, transparency, and quality improvement in the prepared food industry, which is crucial for its healthy development [1][2][3][4][5][6] Group 1: Industry Context - The prepared food market in China is projected to exceed 600 billion yuan by 2025 and may reach a trillion yuan by 2026 [2] - The penetration rate of prepared food in chain restaurants has reached 80%, with 42% of takeout orders consisting of prepared dishes [2] Group 2: Standardization - Standardization is essential for establishing a unified language and rules within the prepared food sector, as the lack of standards leads to confusion among consumers and businesses [3] - A draft for the national food safety standards for prepared food is set to be publicly reviewed, which could help clarify the identity of prepared food [3] Group 3: Transparency - Transparency is vital for restoring consumer trust, as the lack of clear definitions and information about prepared food has led to consumer dissatisfaction [4] - Companies that openly disclose their food preparation methods, like Laoxiangji, have received positive feedback, indicating that transparency can enhance consumer confidence [4] Group 4: Quality - Quality is the core of the prepared food industry's survival, as consumer anxiety over quality issues has been a significant concern [5] - Prepared food must evolve from merely meeting basic needs to becoming a valued choice for consumers, necessitating a focus on safety, health, and quality [5] Group 5: Future Implications - The Xibei incident should serve as a catalyst for self-reform within the restaurant industry, promoting the prepared food sector's growth and maturity [6] - Companies that prioritize standardization and transparency are likely to gain market respect and consumer loyalty [6]

Core Viewpoint - The ongoing debate between Luo Yonghao and Xibei highlights the urgent need for standardization, transparency, and quality improvement in the prepared food industry, which is crucial for its healthy development [1][2][3][4][5][6] Group 1: Industry Context - The prepared food market in China is projected to exceed 600 billion yuan by 2025 and may reach a trillion yuan by 2026 [2] - The penetration rate of prepared food in chain restaurants has reached 80%, with 42% of takeout orders consisting of prepared dishes [2] Group 2: Standardization - Standardization is essential for establishing a common language and rules within the prepared food sector, as the lack of standards leads to confusion among consumers and businesses [3] - A draft for the national food safety standards for prepared food is set to be publicly reviewed, which could unify the definition and standards for prepared food [3] Group 3: Transparency - Transparency is vital for restoring consumer trust, as the lack of clear information about prepared food has led to consumer dissatisfaction [4] - Companies that openly disclose their food preparation processes, like Laoxiangji, have received positive feedback, indicating that transparency can enhance consumer confidence [4] Group 4: Quality - Quality is the core of the prepared food industry's survival, as consumer anxiety over quality issues has been a significant concern [5] - The industry must shift from being perceived as merely convenient to being recognized for safety, health, and quality, making quality a competitive advantage [5] Group 5: Future Implications - The Xibei incident should serve as a catalyst for self-reform within the restaurant industry, promoting the prepared food sector's evolution [6] - Legal standards should be established to ensure consumer rights, while companies that prioritize honesty and transparency will gain market respect [6]

Core Viewpoint - The controversy between Luo Yonghao and Xibei has evolved from a debate about the use of pre-prepared dishes to a broader discussion on how to promote transparency in the pre-prepared food industry, including standards and public perception [1][4]. Industry Overview - The pre-prepared food market in China has seen significant growth, with the market size increasing from 244.5 billion yuan in 2019 to 516.5 billion yuan in 2023, reflecting an average annual growth rate of over 20%. However, a slight decline is expected in 2024, with a projected market size of 546.6 billion yuan, a year-on-year increase of 5.83% [3]. Historical Context - The concept of pre-prepared food was not initially aimed at end consumers. The industry began to take shape in the 1990s with the entry of fast-food chains like McDonald's and KFC into China, which introduced a model of fresh produce processing and distribution [5][6]. - The evolution of pre-prepared food products transitioned from raw to cooked, and from mixed to pre-prepared and ready-to-eat meals over the years [6][7]. Regulatory Developments - The term "pre-prepared food" was first mentioned in a 2016 document by the Ministry of Agriculture, which aimed to enhance the processing of agricultural products [8][9]. - In 2022, the China Culinary Association released a standard defining pre-prepared food, categorizing it into three types: ready-to-eat, ready-to-cook, and pre-cleaned vegetables [19]. - A joint notice issued in March 2024 by multiple government departments further clarified the definition of pre-prepared food, emphasizing that it should not include staple foods or ready-to-eat items [20][21]. Market Dynamics - The pre-prepared food industry is undergoing a transformation from quantity expansion to quality selection, with a notable decline in the registration growth rate of related companies from 683.8% in 2023 to 147.8% in 2024 [24]. - The market is characterized by a diverse range of companies, including those extending from upstream agricultural sectors to downstream pre-prepared food production, as well as specialized pre-prepared food enterprises [25][26]. Consumer Trends - Consumer acceptance of pre-prepared food is increasing, with 81% of consumers valuing convenience and time-saving aspects, while 33.5% appreciate the cost-effectiveness [47]. - The consumption of pre-prepared food in the restaurant sector accounts for approximately 64%, while retail accounts for about 36% [47]. Innovations and Challenges - The industry is leveraging technological advancements in preservation methods, such as low-temperature storage and rapid freezing, to eliminate the need for preservatives [47]. - The integration of pre-prepared food with central kitchen operations is becoming more prevalent, although there is a clear distinction between the two concepts [30][39].