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预制菜概念股ESG相关报告披露率为45% 专家认为提高透明度是关键
Mei Ri Jing Ji Xin Wen· 2025-09-16 11:46
Core Viewpoint - The recent controversy surrounding pre-prepared meals has drawn significant attention to the industry, particularly following comments made by a prominent figure regarding the quality and pricing of dishes at a specific restaurant chain [1] Group 1: Industry Overview - The A-share market has 31 companies involved in the pre-prepared meal concept, with 14 of them disclosing ESG (Environmental, Social, and Governance) reports, resulting in a disclosure rate of 45% [1] - The focus of the industry includes key issues such as product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Reporting - Among the 31 companies, 9 are rated A (including A+, A, A-), 9 are rated B, 8 are rated C, and 5 are rated D, indicating a relatively even distribution of ESG ratings [3] - The majority of companies emphasize the importance of transparency in their ESG reports, with a notable number focusing on sustainable development and social responsibility [2][3] Group 3: Environmental Initiatives - Companies like Jinlongyu and New Hope are implementing green logistics and sustainable packaging practices to reduce environmental impact [4] - Out of the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions), highlighting a gap in comprehensive carbon footprint reporting [4] Group 4: Food Safety and Quality - The industry is shifting towards enhanced food safety and nutritional health management, driven by national strategies aimed at prioritizing public health [5] - New regulations on food additives are set to be implemented, requiring pre-prepared meal producers to adjust their product formulations to comply with stricter safety standards [5] Group 5: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies like Jinlongyu and New Hope adopting rigorous supplier management practices [7] - The emphasis on transparency and responsible sourcing is seen as essential for maintaining consumer trust and ensuring product quality [8]
ESG信披观察 | 预制菜概念股ESG相关报告披露率为45% 专家认为提高透明度是关键
Mei Ri Jing Ji Xin Wen· 2025-09-16 11:42
Core Viewpoint - The recent controversy surrounding pre-prepared meals has highlighted the importance of transparency and ESG (Environmental, Social, and Governance) disclosures in the food industry, particularly in relation to food safety and consumer trust [1][3][8] Group 1: Industry Overview - The A-share market has 31 companies in the pre-prepared meal sector, with 14 of them disclosing ESG reports, resulting in a disclosure rate of 45% [1] - Key issues of concern for these companies include product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Disclosure and Transparency - Among the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions) [4] - The distribution of ESG ratings among the 31 companies shows 9 rated A, 9 rated B, 8 rated C, and 5 rated D, indicating a relatively even spread [4] Group 3: Food Safety and Quality Management - The food industry is shifting focus from food safety to nutritional health, with new standards being implemented to enhance product safety [5] - Companies like New Hope and Golden Dragon Fish emphasize quality management and sustainable practices, with specific targets for reducing harmful ingredients in their products [5][6] Group 4: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies implementing digital platforms for supplier lifecycle management and sustainability [7] - New Hope has established a Supplier Management Committee to oversee supplier relations, while Anji Food emphasizes the importance of small and medium enterprises in its supply chain [7] Group 5: Consumer Trust and Market Dynamics - The controversy reflects a broader food safety crisis, where transparency is essential for maintaining consumer trust and fair competition [8] - The principle of transparency is seen as a key factor in preventing market malpractices and ensuring that consumers are not misled [8]
刘强东:有外卖平台扣点高达25%,导致食品安全问题
Xin Lang Ke Ji· 2025-09-16 11:21
9月16日,京东联合贵州茅台酒举行"京东品酒会"。京东集团创始人刘强东在会上提到,自己因特别喜 欢做菜,所以对餐饮业一直很关注。 他提到,自己此前无意中发现在外卖市场中,外卖平台扣点高达25%。"因为我第一次创业是开餐厅, 我很清楚,现在大部分餐饮的从业者都是夫妻店。夫妻两人积攒了二十多年钱,攒了50万块钱,租个门 脸装修,开业做餐饮。其实几乎全国没有几个餐饮净利率能到25%。" 他直言,"某种程度上他们可能也是被逼的。" 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目 的,并不意味着赞同其观点或证实其描述。 责任编辑:梁斌 SF055 刘强东表示,做餐饮利润根本就达不到25%,但平台要拿25%,结果就导致食品安全得不到任何保障, 导致出现幽灵餐厅、餐饮从业者不得不去降低食品的品质,为了能在平台交这样的扣点,同时自己还能 赚钱。 ...
月饼盒有两个生产日期,“旧盒装新饼”是否违规?
Xin Jing Bao· 2025-09-16 08:42
Group 1 - The core issue revolves around the manipulation of production dates on pre-packaged mooncakes, raising concerns about food safety and consumer rights [1][2] - The incidents highlight a broader problem regarding the compliance of food labeling regulations, as mandated by China's Food Safety Law, which requires accurate labeling of production dates and shelf life [1][2] - The use of last year's mooncake boxes for current products indicates potential cost-cutting measures by manufacturers, which could mislead consumers and pose public safety risks if expired products enter the market [2][3] Group 2 - The National Health Commission and the State Administration for Market Regulation have issued clear guidelines on the digital labeling of pre-packaged foods, emphasizing the importance of traceability in any modifications made to labeling information [2] - The situation underscores the need for manufacturers to maintain transparency and integrity in their practices, as well as the necessity for regulatory bodies to establish reasonable standards to protect food safety and consumer rights [3] - The resolution of these issues should not be limited to private settlements between consumers and manufacturers; a thorough investigation by relevant authorities is essential to restore consumer confidence [3]
2025年广东省食品安全宣传周启动
9月15日,2025年广东省食品安全宣传周主场活动在广州举行。据现场消息,截至今年8月底,全省共完 成食品抽检56.2万批次,总体合格率为98.3%,达到每千人6.5批次的年度任务要求。 在专项整治方面,广东扎实推进群众身边食品安全问题治理,今年以来,共检查各类校园食品经营主体 6.8万家次,责令改正3654家,立案231宗,对学校食堂、托幼机构食堂、集体用餐配送单位涉及的大宗 食材和复用餐饮具开展"双周检",合格率为97.4%。 本届宣传周以"尚德守法 共享食安"为主题。会上发布了今年以来食品安全相关民生实事进展。截至8月 底,全省完成食用农产品快检614.2万批次,发现并处置问题产品5.9万批次;中小学食堂全流程检查评 价及供餐质量安全监测实现全覆盖。 同时,通过开展"小切口"的专业化职业化检查,对低价肉制品、举报投诉线索集中地区与企业开展风险 隐患排查,截至8月底,全省共检查肉制品(含速冻肉制品)食品生产经营主体10.7万家次,督促整改 问题8353个。此外,对"两超一非"、侵权假冒、虚假宣传、生产销售"三无""山寨"食品等违法行为严惩 重处,取缔无证生产经营54家,罚没2251.4万元,联合公安机关捣 ...
青海省市场监督管理局关于检出8批次不符合食品安全标准的食品情况的通告
Summary of Key Points Core Viewpoint - The Qinghai Provincial Market Supervision Administration reported that eight batches of food products failed to meet food safety standards during a recent inspection, prompting local regulatory actions to address the violations [1]. Group 1: Non-compliant Food Products - Eight batches of food products were identified as non-compliant with national food safety standards, including: 1. Peach crisps from a bakery in Xunhua County, with aluminum residue exceeding the limit at 205 mg/kg (limit: 100 mg/kg) [1]. 2. Pomfret fish from a seafood vendor in Xining, with enrofloxacin levels at 134 µg/kg (limit: 100 µg/kg) [1]. 3. Wokan oranges from a supermarket in Haidong, with bifenthrin levels at 0.13 mg/kg (limit: 0.05 mg/kg) [1]. 4. Black barley cakes from a supermarket in Wulan County, with dehydroacetic acid levels at 0.0452 g/kg (not permitted) [1]. 5. Sunflower peach crisps from a bakery in Maqin County, with peroxide value at 0.42 g/100g (limit: 0.25 g/100g) [1]. 6. Sandwich sausages from a trading company in Yushu, with total bacterial count exceeding the limit [1]. 7. Sweet peppers from a department store in Xining, with thiamethoxam levels at 0.10 mg/kg (limit: 0.05 mg/kg) [1]. 8. Large spoons used in a restaurant in Huangzhong County, with anionic synthetic detergent levels exceeding the limit [1]. Group 2: Regulatory Actions - The local market supervision departments have been organized to conduct investigations and take necessary actions regarding the non-compliant food products identified in the inspection [1]. - Consumers are advised to report any purchases or sightings of the listed non-compliant food products to the complaint hotline 12315 [1].
2025年广东省食品安全宣传周正式启动
Zhong Guo Xin Wen Wang· 2025-09-16 03:28
中新网广州9月16日电 (记者 孙秋霞)2025年广东省食品安全宣传周主场活动15日在广州举行,记者从会 上获悉,截至今年8月底,广东省共完成食品抽检56.2万批次,总体合格率为98.3%。 图为活动现场。广东省市场监管局供图 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 广东省食药安办主任、省市场监管局党组书记、局长陈新烈指出,食品安全宣传周是一次集中统一的食 品安全宣传教育活动,各地、各部门要加大食品安全宣传科普力度,加快健全从农田到餐桌的全链条监 管制度体系,督促企业落实食品安全主体责任,切实提升食品安全风险监管、精准监管成效。 活动现场,食品企业、行业协会、外卖平台和骑手代表,共同向社会各界作出食品安全承诺并发起食品 安全共治倡议。此外,活动还设置了"嘉宾访谈""科普讲座"环节,以通俗生动的语言,向群众传播食品 安全科学知识。(完) 来源:中国新闻网 编辑:万可义 本次宣传周以"尚德守法 共享食安"为主题,并对外 ...
远望谷涨2.11%,成交额1.21亿元,主力资金净流入1442.91万元
Xin Lang Zheng Quan· 2025-09-16 03:09
Company Overview - Shenzhen Yuanwanggu Information Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on December 21, 1999, with its listing date on August 21, 2007 [2] - The company's main business involves the development of ultra-high frequency radio frequency identification (RFID) technology and the production and sales of ultra-high frequency RFID system products [2] - The revenue composition of the main business includes: 82.51% from IoT solutions, 11.72% from IoT application products, and 5.77% from other sources [2] - The company belongs to the electronic industry, specifically in the subcategories of other electronics [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 281 million yuan, representing a year-on-year growth of 13.97% [2] - The net profit attributable to the parent company was 71.92 million yuan, showing a significant year-on-year increase of 61.91% [2] - Cumulatively, the company has distributed a total of 180 million yuan in dividends since its A-share listing, with 24.41 million yuan distributed over the past three years [3] Stock Performance - As of September 16, the stock price of Yuanwanggu increased by 2.11%, reaching 8.24 yuan per share, with a trading volume of 121 million yuan and a turnover rate of 2.12%, resulting in a total market capitalization of 6.096 billion yuan [1] - Year-to-date, the stock price has risen by 48.33%, with a 5.91% increase over the last five trading days, a 11.49% decrease over the last 20 days, and a 25.61% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 25, where it recorded a net purchase of 44.45 million yuan [1]
驴肉火烧没驴肉?立案调查!
Yang Zi Wan Bao Wang· 2025-09-15 10:58
商家"挂驴头卖猪肉"的行为涉嫌以假充真,太仓市市场监管局执法人员已对涉案商家进行立案调查,对现场在售的原材料进行查封并溯源。其中一家涉嫌 构成犯罪,已移送公安机关处理。 驴肉火烧是不少食客喜欢的一种传统小吃,但有一些商家为了牟利,竟然上演"挂驴头卖猪肉",让价廉的猪肉、马肉摇身一变,变成了昂贵的"驴肉"。近 日,太仓市市场监管局会同公安机关对本地销售驴肉火烧的商户进行了专项暗访抽检,对2家商户的5批次产品进行动物源性检测。 检测结果显示,部分店铺销售的"驴肉火烧""驴肉""驴排"未检出驴源性成分,反而检出了猪源性成分以及马源性成分,这意味着消费者购买的"驴肉火 烧"实际上是"猪肉火烧""马肉火烧"。 为了更好地解决驴肉有假货和掺假现象的问题,消费者可以选用正规的超市供货渠道购买驴肉。同时,在购买前也要留意检查有没有过期、变质、剁得散 乱等问题。驴肉作为一道美食,选购应该谨慎,切不可盲目相信低价诱惑,要选择正规渠道进行购买,同时也需要提高自己的判断能力,辨认驴肉的真 假,避免食品安全问题的发生。同时,也提醒广大商家,要诚信经营,严格遵守法律法规,切勿触碰法律红线。太仓市市场监管局将持续加大食品安全监 管力度,常 ...
餐饮创业者评价西贝事件:预制菜其实是消费者的选择
Sou Hu Cai Jing· 2025-09-15 09:38
西贝因预制菜争议陷入舆论漩涡,创始人贾国龙与罗永浩多次交锋,引发公众对餐饮行业成本、定价与 模式的广泛讨论。近期,很多餐饮界人士,在朋友圈公开战队贾国龙。微博"渔老板钓鱼"是餐饮企业好 鲆的负责人,9月14日晚,他发文回答了网友关于"西贝现在的中央厨房的模式投入和菜价利润是否是暴 利营销?"的提问,从行业内部视角分析了西贝高价背后的真实成本结构。在他看来,预制菜的流行是 消费者选择的结果,很多时候"食品安全是伪需求"。 以下为@渔老板钓鱼 的观点,经其同意编辑转载如下(略有删减)—— 我选餐厅,喜欢食材占比高的餐厅,服务对我来说无所谓,环境也无所谓(但要干净),这也是我这几 年一直强调的:减少食材以外的开支,优质客户体验会增加。 外行看西贝感觉很贵,内行看也很贵。 但内行知道贵在哪里: (1)贵在房租,面积大、位置好。 (2)贵在投资,严格按照消防、食安投资开店,几百万上千万一个店。西贝的装修不便宜。 (3)贵在人工多,西贝最大的问题是服务员多、面点师多、厨师也不少,一个店那么多人,工资也不 低,尤其是在北上广深,这个开支可不小,反正好鲆一个店永远也养不起这么多人。 (4)贵在食品安全投入多。 (5)贵在宣传 ...