Core Viewpoint - The conflict between Xibei and Luo Yonghao has escalated into a public debate over the use of pre-prepared dishes in the restaurant industry, highlighting issues of transparency and consumer trust in food safety [4][15][20]. Summary by Sections Incident Overview - Luo Yonghao criticized Xibei for using pre-prepared dishes, which he found unappetizing and overpriced, sparking significant public discussion [6][19]. - Xibei's founder, Jia Guolong, responded by denying the use of pre-prepared dishes and threatened legal action against Luo Yonghao, which further fueled the controversy [7][10]. Company Response - Xibei announced that all kitchens would be open for public inspection and introduced a "Luo Yonghao menu" to encourage consumer engagement [7][8]. - Despite these efforts, media investigations revealed that some of Xibei's ingredients, such as frozen chicken wings and broccoli, had long shelf lives, raising consumer concerns about freshness [8][19]. Public Reaction - The public's reaction to Xibei's use of frozen ingredients was overwhelmingly negative, with many questioning the company's commitment to quality and transparency [8][19]. - Xibei's official apology and commitment to improve operations by 2025 were met with skepticism, as the brand struggled to regain consumer trust [13][15]. Industry Context - The incident reflects broader issues in the restaurant industry regarding the classification of pre-prepared dishes and the lack of clear regulations, which complicates consumer understanding of food safety [15][20]. - The contrasting public reception of Xibei and other brands like Mixue Ice City illustrates the importance of brand positioning and consumer perception in the food service sector [19][20]. Strategic Missteps - Xibei's high pricing strategy and failure to align its brand values with consumer expectations contributed to its negative reception during the crisis [20][24]. - The company's confrontational response to consumer criticism, rather than a more empathetic approach, was identified as a significant strategic error [23][24].

Core Viewpoint - The article discusses the challenges and controversies faced by Xibei, a prominent Chinese restaurant chain founded by Jia Guolong, as he approaches retirement and navigates a competitive industry landscape [5][6]. Group 1: Company Background and Leadership - Jia Guolong, the founder of Xibei, has dedicated his life to building the brand, which now generates an annual revenue of 6 billion yuan [5]. - Xibei has undergone significant transformations, focusing solely on its brand since 2009 after experimenting with various restaurant concepts [5][6]. - Jia's leadership style is characterized by a strong personal presence and a tendency to engage directly with public controversies, which has both helped and hindered the brand [6][10]. Group 2: Industry Challenges - The Chinese restaurant industry is currently experiencing intense competition, with trends such as online transformation, consumer segmentation, and the rise of central kitchen models [6][30]. - Xibei has faced scrutiny over its pricing strategies and the quality of its food, particularly regarding allegations of using pre-prepared ingredients [31][35]. Group 3: Financial Performance and Future Plans - Xibei's revenue for 2023 was reported at 6.2 billion yuan, with plans to achieve 20 billion yuan by 2026-2027, necessitating a compound annual growth rate of at least 33% [34][35]. - The company is exploring an IPO as a means to strengthen its financial position, having previously faced cash flow issues [33][34]. Group 4: Public Relations and Controversies - Jia Guolong's public statements have often led to backlash, such as the "715 work system" controversy and accusations of price hikes during the pandemic [11][14][15]. - Despite the controversies, Jia has received support from industry peers, indicating a level of respect for his contributions to the sector [17][20]. Group 5: Strategic Shifts and Recommendations - The article suggests that Xibei needs to find new growth avenues and possibly adopt a more decentralized management approach to mitigate risks associated with Jia's strong personal influence [35][36]. - The brand's future success may depend on balancing Jia's vocal leadership style with a more collaborative approach to decision-making [28][36].

预制菜与中国连锁餐饮行业发展 20250914 摘要 预制菜定义存在多层面差异，消费者、行业和国家层面定义不同，国家 层面定义不包括主食和中央厨房菜肴，且禁止添加防腐剂，认知差异大。 连锁餐饮企业使用中央厨房可降低成本、确保产品质量一致、标准化操 作流程并提高食品安全性，但中央厨房制作的初加工或半成品不属于国 家层面定义的预制菜。 日本餐饮业通过优化供应链、提升食品安全标准，在中央厨房和冷链物 流方面建立了完善体系，并注重消费者体验，为中国餐饮业提供了标准 化运营的借鉴。 中国消费者对中餐的期许包括健康安全、优质服务和创新菜单。连锁餐 饮企业应加强供应链管理、提升员工服务水平、研发新产品并注重品牌 建设。 中央厨房对中餐行业影响巨大，通过集中加工处理食材，提高了效率并 实现了相对标准化，使得新品牌更容易孵化，但小型餐饮企业自制食品 仍归类为预制菜。 Q&A 预制菜的概念和定义是什么，目前在法律和行业层面有何分歧？ 预制菜的概念目前尚未在全国范围内形成统一的法律条文进行界定。2024 年 3 月，市场监督管理总局联合教育部、工信部、农业部等几个部委发布了关于加 强预制菜行业高质量发展的通知，但这并不是法律或政策 ...

"预制菜"究竟是餐饮工业化的进步，还是对消费者知情权的漠视？近日，由网红企业家罗永浩对餐饮品 牌西贝的质疑所引发的这场巨大风波，正是呈现了这一争论。 一方基于消费体验呼吁强制明示，另一方则从专业角度坚决否认并准备法律维权。在这场"罗生门"背 后，暴露的是当前预制菜行业标准缺失、定义模糊与消费者认知之间难以调和的矛盾。 罗永浩公开指责，西贝"应战" 近日，罗永浩与餐饮集团西贝的"预制菜纷争"仍在持续。 罗永浩在社交账号表示，自己和同事去西贝吃饭，发现几乎全都是预制菜，还那么贵，希望国家尽早推 动立法，强制饭馆注明是否用了预制菜。罗永浩认为，"从市场经济的角度来说，预制菜贵不贵倒是没 那么重要(虽然预制菜卖得贵确实更讨厌），重要的是知情权。" 9月11日，贾国龙在接受媒体采访时表示："罗永浩表达了对预制菜的不满，这对我们造成了伤害。我们 会走法律程序，一定会起诉他。" 9月12日下午，西贝发布致顾客的一封信。信中称，经确认，罗永浩在微博中对西贝的指责不实。西贝 称，针对所涉菜品在门店端的实际制作方式，现将13道菜品具体制作过程的"作业指导书"正式向全社会 公布。 此外，西贝决定向全社会开放后厨参观，顾客可在门店就 ...

（9月12日西贝门店 黄兴利摄影） 本报（chinatimes.net.cn）记者黄兴利 北京报道 这个秋天，中国餐饮市场正上演着一场比商战更具话题性的交锋：西贝创始人贾国龙一边坚称"门店 100%没有预制菜"，放话起诉网络红人罗永浩并开放全国370家后厨自证清白；另一边，罗永浩也毫不 示弱，直接甩出10万元悬赏，向全网征集西贝使用预制菜的证据，双方隔空对峙的态势迅速引发公众关 注。 这场围绕"预制菜"的争论，早已超越两位公众人物之间的个人交锋，更像一面清晰的镜子，折射出中国 餐饮行业在工业化狂奔进程中，与消费者认知之间那道越来越深的鸿沟。西贝究竟是不是预制菜或许已 不那么重要——消费者心里自有衡量，更重要的是，这堂由10万元悬赏和370家开放后厨共同撑起的"公 开课"，正逼着餐饮业思考：与其争执"预制菜"的定义，不如直面本质：当餐饮走向标准化，究竟该如 何提供新价值让消费者心甘情愿买单。 "预制"争议 这场隔空对战始于9月10日下午，罗永浩在社交账号发文称，自己和同事去西贝吃饭，"发现几乎全都是 预制菜，还那么贵"，并称"希望国家尽早推动立法，强制饭馆注明是否用了预制菜"。 面对罗永浩的质疑，贾国龙于9月1 ...

Core Viewpoint - The article discusses the positioning of Xibei in the food industry, particularly in relation to the concept of pre-prepared meals, and how it caters to a specific demographic of middle-class families with children [12][13][20]. Group 1: Xibei's Market Position - Xibei serves a stable and predictable dining experience, appealing to families looking for safe and non-spicy options in shopping malls [13][15]. - The brand has become synonymous with a certain level of quality and reliability in the context of Northwest cuisine, being the only major chain in that category [15][20]. - The article highlights that Xibei's customer base is not precisely targeted but rather a result of market selection, indicating a unique market position [15][16]. Group 2: Definition of Pre-prepared Meals - According to the new regulations issued in 2024, Xibei does not qualify as a pre-prepared meal provider, as its operations involve initial processing in a central kitchen followed by final cooking in-store [20][21]. - The article argues that the public's perception of pre-prepared meals often conflates any use of central kitchens with being a pre-prepared meal, which is a misunderstanding [31][32]. - The distinction between pre-prepared meals and Xibei's model is crucial, as it affects consumer expectations and regulatory compliance [22][29]. Group 3: Industry Trends and Regulations - The article notes that the new regulations aim to clarify the definition of pre-prepared meals, which may inadvertently benefit chain restaurants like Xibei by removing the stigma associated with pre-prepared food [30][34]. - There is a growing trend towards central kitchens in the restaurant industry, which is seen as essential for scaling operations and ensuring food safety [33][36]. - The article emphasizes that the regulatory environment is evolving to support the development of central kitchens while addressing public safety concerns [34][35]. Group 4: Consumer Behavior and Pricing - The pricing strategy of Xibei is influenced by its location in shopping centers, where high rent costs are a significant factor in menu pricing [39][40]. - The article suggests that consumer dissatisfaction with Xibei's prices stems from a broader issue of rising costs in the restaurant industry, exacerbated by economic conditions [43]. - It highlights the need for consumers to make informed choices regarding pre-prepared meals, balancing convenience with health considerations [45][49].

Core Viewpoint - The company, Jinlongyu, has reported its best financial results since its listing, with significant increases in revenue and net profit, indicating a recovery from previous challenges [1][2][3]. Financial Performance - In the first half of 2025, Jinlongyu achieved a revenue of 1156.82 billion yuan, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 17.56 billion yuan, up 60.07% [1]. - The second quarter saw a remarkable recovery in profitability, with net profit increasing by 261% and total profit surging by 475% year-on-year [2]. - The operating cash flow experienced explosive growth, rising from 1.636 billion yuan in the same period last year to 14.625 billion yuan, an increase of 793.97% [9]. Business Segments - The kitchen food segment generated revenue of 715.51 billion yuan, a 2.69% increase year-on-year, while the feed raw materials and oil technology segment saw revenue of 431.79 billion yuan, up 10.81% [8]. - The gross profit margin improved, with an overall increase of 1.63 percentage points to 6.53%, driven by lower raw material costs and improved operational efficiency [9]. Market Position and Strategy - Jinlongyu is recognized as the largest condiment giant in China, benefiting from brand, scale, and fan effects, which support its multi-brand and multi-category strategy [3]. - The company has been expanding its production bases and enhancing its supply chain to reduce costs and improve product quality [14]. Challenges and Future Outlook - Despite the positive financial results, Jinlongyu faces challenges such as project delays and competitive pressures in the kitchen food industry, which may impact future profitability [11][13]. - The company has announced delays in two core investment projects until December 2027, citing the need for prudent investment [11]. - Jinlongyu is actively seeking to enhance its profit margins through new product lines and high-end offerings, including health-focused products [15].

Core Insights - The article highlights the transformation of the food delivery industry driven by major internet companies like JD and Meituan, which are introducing new business models to enhance efficiency and reduce costs [2][5]. Group 1: Business Models - JD's "Qixian Xiaochu" achieved over 1,000 daily orders in its first week, with a repurchase rate 220% higher than the industry average, supported by a significant investment of over 10 billion yuan in a new kitchen model [4][5]. - Meituan's "Huanxiong Shitang" aims to create a transparent and safe food delivery infrastructure, planning to invest in 1,200 locations over the next three years, allowing various food businesses to join under strict safety standards [4][5]. Group 2: Industry Trends - The traditional food delivery model faces challenges with high costs from rent, labor, and waste, which account for over 35% of revenue, while centralized kitchens can reduce costs by 10% to 15% [5][10]. - The industry is moving towards a centralized kitchen model where multiple brands share resources, allowing for faster delivery times and reduced operational costs, with an average delivery time of 28 minutes [5][10]. Group 3: Market Dynamics - The Chinese restaurant industry is experiencing a shift towards a more diversified investment landscape, with a reported revenue of 27,480 billion yuan in the first half of the year, reflecting a 4.3% year-on-year growth [12]. - The new centralized kitchen model is pushing small, independent restaurants towards a quasi-chain structure, potentially leading to increased market concentration [12][13]. Group 4: Opportunities and Challenges for Small Businesses - Small restaurant operators face both opportunities and challenges from the new centralized kitchen model, which offers access to digital tools and supply chains but also increases competition and potential brand dilution [13]. - Experts suggest that small businesses should leverage the advantages of these centralized kitchens while focusing on building their own customer bases through data-driven strategies [13].

Core Viewpoint - The article discusses the transformation of the food delivery industry driven by major internet companies like JD and Meituan, focusing on their new business models that aim to optimize costs and improve efficiency in the restaurant sector [1][4][10]. Group 1: JD and Meituan's New Business Models - JD's Qixian Kitchen achieved over 1,000 daily orders in its first week, with a repurchase rate 220% higher than the industry average, supported by a significant investment of over 10 billion yuan in a new kitchen model [3][4]. - Meituan's Raccoon Kitchen plans to open 1,200 locations nationwide over the next three years, offering a transparent and safe food delivery infrastructure for various restaurant businesses [3][4]. - Both companies are moving towards centralized kitchen models, which can reduce operational costs by 10% to 15% compared to traditional delivery methods [4][6]. Group 2: Industry Transformation and Challenges - The shift towards centralized kitchens aims to upgrade small, dispersed restaurants into more efficient, factory-like operations, leveraging data and scale to restructure industry cost structures [6][9]. - The restaurant industry in China is experiencing a significant transformation, with a reported revenue of 27,480 billion yuan in the first half of the year, reflecting a 4.3% year-on-year growth [11]. - The new model is expected to create a three-tier market structure, potentially pushing traditional small restaurants out of the market due to increased competition and operational challenges [12]. Group 3: Implications for Small and Medium-sized Businesses - Small and medium-sized restaurant operators face both opportunities and challenges from the new centralized kitchen model, which offers access to digital tools and supply chains but also leads to increased competition and brand dilution [12]. - The article suggests that small businesses should leverage the advantages of these new kitchen models while maintaining their unique brand identity and customer relationships [12].

Core Viewpoint - The company, Jinlongyu, has successfully turned around its performance in the first half of 2025, reporting its best financial results since its listing, with significant increases in revenue and net profit [1][4]. Financial Performance - In the first half of 2025, Jinlongyu achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 1.76 billion yuan, up 60.07% [1]. - The second quarter saw a remarkable recovery in profitability, with net profit increasing by 261% year-on-year and total profit surging by 475% [1]. - The company's operating cash flow experienced explosive growth, rising from 1.64 billion yuan in the same period last year to 14.63 billion yuan, an increase of 793.97% [4]. Business Segments - Revenue from the kitchen food segment reached 71.55 billion yuan, a year-on-year increase of 2.69%, while the feed raw materials and oil technology segment generated 43.18 billion yuan, up 10.81% [4]. - The gross profit margin improved, with an overall increase of 1.63 percentage points to 6.53%, and specific segments like kitchen food and feed raw materials showing significant margin improvements [4]. Market Position and Strategy - Jinlongyu is recognized as the largest player in China's seasoning industry, benefiting from brand, scale, and fan effects, as well as a complete supply chain [1]. - The company has been actively pursuing a multi-brand, multi-category, and multi-channel strategy to capitalize on the ongoing consumer market growth [1]. - Jinlongyu has been expanding its central kitchen operations and has established 83 production bases across the country, aiming to reduce production costs and enhance product quality [8][9]. Challenges and Future Outlook - Despite the positive financial results, Jinlongyu faces challenges, including delays in key investment projects and concerns over market demand and competition [6][7]. - The company has reported that 10 investment projects did not meet expected returns due to various market conditions, indicating potential risks in future profitability [7]. - Jinlongyu is also exploring high-end product lines and diversifying into health products, aiming to enhance its market position and profitability [9][10].