出品｜搜狐财经 作者｜张莹 预制菜风波后，西贝还在自救。 有爆料称，10月1日七点开始，西贝全国调价，大约降价20%-40%。 但降价也无法平息外界的愤怒。尤其在此前西贝创始人贾国龙称"西贝利润大约为5%"的情况下，此次大幅降价也让外 界对贾国龙的说法产生怀疑。 10月1日午间，搜狐财经来到北京朝阳区一西贝门店实地探访。店员介绍，"没有（网传降20%-40%）那么多，降价幅 度都差不多，就是几块、十块的，降价幅度最多应该在20%多。" 12点左右，该店内基本坐满，门口仅一人在等位，家庭仍然是西贝消费者的主力军。店员称，风波前，这个时间门口 都很多人排队，发放100元堂食代金券的活动后，客流量有所回升，但没有增加很多。 9月10日，罗永浩发文吐槽西贝"预制菜"，贾国龙强硬反击。到目前，西贝的危机已经持续了20天，这也直接影响了 西贝的客流量。店员称，该西贝门店堂食客流量下降了大概30%。外卖单量下降得比较多，大概下降40%至50%。 网传西贝降价20%-40%，店员称没有那么多 10月1日，正值国庆假期首日，有爆料称10月1日七点开始，西贝全国调价，大约降价20%-40%。该爆料还指出，全国 西贝门店正在菜牌上 ...

陷入风波的西贝仍在自救。 9月29日晚，有网友爆料10月1日西贝全国门店对菜品进行大幅调价。这轮调价力度罕见，幅度达20%至40%。此外爆料网友表示，由于通知来得突然，新 菜牌赶不及印刷。全国的门店工作人员都在忙，往旧菜牌上贴新价签。 此时此刻,全国西贝门店正在菜牌上粘新菜价,因 为价格调整非常临时，来不及印刷，所以用打印价 格粘贴在菜牌上。北上广等一线和准一线城市价格 调整最大。 活下去。 #西贝 #预制菜 #毛毛 昨天 22:14 北京 明早七点开始,西贝全国调价,大约降价 20%-40% 网友晒出的菜单显示，西贝的胡麻油炒鸡蛋价格由43元降到了33元，降价幅度达23%。 10月1日，以成都某门店为例，根据此前西贝菜单对比今日最新的西贝小程序菜单发现，此前79元一份的小锅牛腩价格已调整为76元一份，下降幅度约为 4%，草原嫩烤羊排从此前的119元降价为99元，下降幅度约为16.8%；不过，也有小炒草原牛等菜品，价格并未下降。 据媒体报道，以北京某门店为例，蒙古牛排从139元/份降至128元/份，葱香烤鱼从89元/份降至79元/份，新疆沙湾大盘鸡从79元/份降至69元/份。西贝面筋 从39元/份降至33元/ ...

Core Viewpoint - Xibei has implemented a nationwide price reduction on its menu, with some dishes seeing price cuts exceeding 20% as of October 1, 2023, particularly in first-tier and quasi-first-tier cities [5][6][11]. Price Adjustment Details - The price reduction began at 7 AM on October 1, with staff across the country busy updating price tags on existing menus due to the sudden nature of the announcement [6][11]. - Specific examples of price changes include: - Grassland tender roasted lamb chop reduced from 119 yuan to 99 yuan - Yellow rice cake (6 pieces) reduced from 29 yuan to 26 yuan - Sesame oil scrambled eggs reduced from 43 yuan to 33 yuan, a decrease of 23% - Five kinds of tomato sour soup with fish reduced from 29 yuan to 23 yuan, a decrease of 20% [9][10]. Customer Feedback and Company Response - Xibei's customer service confirmed that the price adjustments were made based on customer feedback, ensuring consistent reductions within the same city [11]. - In response to previous criticisms regarding high prices and low value, Xibei's founder stated that the pricing strategy is "high quality at a reasonable price," with an average profit margin of no more than 5% in the first half of the year [13]. Operational Changes and Challenges - Despite the price cuts, Xibei's customer traffic remains low, with reports of very few diners in some locations [14]. - The company has made operational adjustments, including moving food preparation from a central kitchen to in-store cooking to enhance customer experience [15]. - The previous commitment to serve all dishes within 25 minutes has been removed, emphasizing that dishes are now prepared fresh [14][15]. Leadership and Public Relations - The founder of Xibei, Jia Guolong, has shifted his public stance from confrontational to more conciliatory, even clearing his social media accounts amid ongoing scrutiny [16][19]. - Jia previously faced backlash for his comments regarding criticism from public figures, indicating a change in approach to public relations [17][21].

Core Viewpoint - The article discusses the ongoing challenges faced by Xibei restaurant chain in the wake of a public relations crisis, highlighting their attempts to implement changes in response to consumer concerns and the impact on customer traffic and employee morale [3][27]. Summary by Sections 1. Changes Implemented - Xibei has modified nine core menu items to be prepared on-site, including beef patties and fish sticks, and has switched to non-GMO soybean oil for cooking [1]. - As of September 29, only one item, the yellow rice cake, remains unmodified according to their public announcement [1]. 2. Customer Traffic and Experience - During a visit on September 29, the restaurant's occupancy rate was approximately 10%, making it one of the least busy chains in the mall [5]. - The restaurant had only two tables occupied during a pre-lunch peak, and by noon, only five tables were filled [7]. - A significant decrease in child patrons was noted, with fewer families dining compared to previous visits [9]. 3. Public Relations and Communication - Xibei's communication strategy has been criticized, with the founder's responses to public concerns perceived as defensive [3]. - The restaurant's management has become more cautious in their interactions with the media and customers, reflecting a shift from previous openness [27]. 4. Employee Sentiment and Operations - Employees expressed uncertainty about the company's direction and recent changes, indicating a tense atmosphere [16][26]. - There has been an increase in employee training sessions, particularly related to the new standard operating procedures for children's meals [17]. 5. Financial Impact - The restaurant's daily revenue reportedly dropped by nearly half following the onset of the crisis, with current occupancy rates indicating a further decline [15]. - Despite promotional efforts, such as offering 100 yuan dining vouchers, customer turnout remained low [11][13]. 6. Consumer Behavior - Customers have become more cautious in their dining choices, with some expressing dissatisfaction with the perceived value of their meals [13]. - The article notes a shift in consumer sentiment, with some patrons still willing to dine at Xibei despite the controversies, while others have decided against returning [13]. 7. Industry Context - The article suggests that the crisis reflects broader issues within the high-end dining sector, including consumer expectations and the perceived value of dining experiences [27][28]. - Experts argue that the focus should shift from punitive measures against Xibei to a more constructive dialogue about industry standards and practices [28][29].

资金流向方面，主力资金净流入39.87万元，特大单买入120.89万元，占比2.49%，卖出100.64万元，占 比2.07%；大单买入633.15万元，占比13.02%，卖出613.54万元，占比12.61%。 机构持仓方面，截止2025年6月30日，日辰股份十大流通股东中，中信保诚多策略混合(LOF)A （165531）位居第七大流通股东，持股95.06万股，为新进股东。融通健康产业灵活配置混合A/B （000727）退出十大流通股东之列。 资料显示，青岛日辰食品股份有限公司位于山东省青岛市即墨区青岛环保产业园(即发龙山路20号)，成 立日期2001年3月23日，上市日期2019年8月28日，公司主营业务涉及复合调味品的研发、生产与销售, 主要面向食品加工企业和餐饮企业,为其提供个性化定制的复合调味品解决方案。主营业务收入构成 为：酱汁类调味料71.72%，粉体类调味料22.29%，烘焙类食品5.15%，食品添加剂0.63%，其他(补 充)0.21%。 截至6月30日，日辰股份股东户数6357.00，较上期增加2.81%；人均流通股15512股，较上期减少 2.74%。2025年1月-6月，日辰股份实现营 ...

资金流向方面，主力资金净流入38.34万元，特大单买入985.63万元，占比5.57%，卖出1006.66万元，占 比5.68%；大单买入3101.85万元，占比17.52%，卖出3042.47万元，占比17.18%。 圣农发展今年以来股价涨28.39%，近5个交易日涨5.73%，近20日涨4.21%，近60日涨19.66%。 9月30日，圣农发展盘中上涨2.03%，截至13:50，报18.08元/股，成交1.77亿元，换手率0.81%，总市值 224.77亿元。 今年以来圣农发展已经1次登上龙虎榜，最近一次登上龙虎榜为4月8日。 资料显示，福建圣农发展股份有限公司位于福建省光泽县十里铺圣农总部办公大楼，成立日期1999年12 月21日，上市日期2009年10月21日，公司主营业务涉及肉鸡饲养及初加工、鸡肉产品深加工。主营业务 收入构成为：鸡肉52.77%，肉制品41.70%，其他(补充)5.53%。 分红方面，圣农发展A股上市后累计派现68.60亿元。近三年，累计派现11.13亿元。 机构持仓方面，截止2025年6月30日，圣农发展十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3377.95 ...

9月30日，天马科技盘中上涨2.06%，截至13:15，报16.34元/股，成交2.24亿元，换手率2.76%，总市值 82.09亿元。 天马科技所属申万行业为：农林牧渔-饲料-水产饲料。所属概念板块包括：增持回购、融资融券、养 鸡、水产养殖、预制菜等。 截至6月30日，天马科技股东户数1.71万，较上期增加2.41%；人均流通股29450股，较上期减少2.35%。 2025年1月-6月，天马科技实现营业收入29.74亿元，同比减少1.18%；归母净利润6021.70万元，同比增 长7.40%。 分红方面，天马科技A股上市后累计派现1.03亿元。近三年，累计派现3317.75万元。 天马科技今年以来股价涨28.26%，近5个交易日涨4.95%，近20日涨17.72%，近60日涨23.04%。 资料显示，福建天马科技集团股份有限公司位于福建省福清市上迳镇工业区，成立日期2005年12月13 日，上市日期2017年1月17日，公司主营业务涉及从事特种水产配合饲料研发、生产、销售。主营业务 收入构成为：畜禽饲料销售57.62%，特水饲料28.94%，养殖销售18.70%，食品销售7.20%，原料销售 1.86%，其 ...

Company Overview - Bubu Gao Commercial Chain Co., Ltd. is located in Changsha, Hunan Province, established on December 11, 2003, and listed on June 19, 2008. The company's main business involves retail sales, with revenue composition as follows: supermarkets 64.34%, others 27.44%, department stores 6.01%, logistics and advertising 2.21% [1]. Stock Performance - As of September 30, Bubu Gao's stock price increased by 2.11% to 5.81 CNY per share, with a trading volume of 480 million CNY and a turnover rate of 3.91%, resulting in a total market capitalization of 15.621 billion CNY [1]. - Year-to-date, Bubu Gao's stock price has risen by 47.09%, with a 6.41% increase over the last five trading days, a 5.07% decrease over the last 20 days, and a 14.60% increase over the last 60 days [1]. Financial Performance - For the first half of 2025, Bubu Gao achieved a revenue of 2.133 billion CNY, representing a year-on-year growth of 24.39%. The net profit attributable to shareholders was 201 million CNY, showing a significant year-on-year increase of 357.71% [2]. - Since its A-share listing, Bubu Gao has distributed a total of 1.677 billion CNY in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Bubu Gao was 88,500, an increase of 96.50% compared to the previous period. The average circulating shares per person decreased by 49.11% to 17,105 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the tenth largest shareholder, holding 10.5068 million shares as a new shareholder [3]. Industry Classification - Bubu Gao belongs to the Shenwan industry classification of retail trade, specifically general retail and supermarkets. The company is associated with several concept sectors, including prepared dishes, community group buying, delisting concepts, duty-free concepts, and unified market concepts [2].

四、品类拓展与场景应用 未来预制菜：解锁新兴消费市场的值得信赖机遇 在现代生活节奏日益加快的背景下，一种新兴的食品模式正悄然改变人们的饮食习惯。这种模式结合了传统烹饪的精华与现代食品科技的进步，为消费者提 供了便捷且多样化的选择。它不仅满足了现代人对高效生活的追求，还为食品行业带来了新的增长点。这一模式的核心在于平衡效率与品质，通过优化生产 流程和食材处理方式，让人们在忙碌中也能享受美味与营养。以下将从多个方面探讨这一领域的发展潜力及其对消费市场的影响。 一、概念定义与基本特点 二、市场需求与消费群体分析 所谓预制菜，是指经过初步加工或完全调制的食品，通常在食用前只需简单加热或组合即可。这类产品涵盖了从洗净切好的蔬菜到fullycooked的餐点，涵盖 了多种品类和风味。其核心优势在于节省准备时间，降低烹饪难度，同时保持食品的口感和营养。生产过程中，企业注重原料筛选、工艺控制和包装设计， 确保产品在储存和运输过程中保持稳定。对于都市人群而言，这类产品减少了食材采购、清洗和切配的环节，让日常饮食更加轻松灵活。此外，随着消费者 对健康和生活品质的关注提升，预制菜也逐渐向少添加、高营养的方向发展。 当前，社会结构的 ...

文 | 思辨财经 罗永浩大战西贝之后，"预制菜"毫无争议地又一次成为社会和舆论挞伐的对象。当我们盘点和梳理该事件的行业线索 后，一个关键问题却一直萦绕脑中，无法得到很好解释： 市场经济基本原理中，商家靠产品和价格获得用户，既然"预制菜"如此不得人心，商家是可以本能"避坑"的（也可以 进行差异化竞争），但为何头部大型企业一个个前赴后继去踩"预制菜"的坑呢？这是有非常大的潜在风险的，这非简 单的侥幸心理所能解释。 近期高德地图高调"杀入"本地生活领域，推出"高德扫街榜"（基于用户导航、到店等真实行为数据生成的线下服务榜 单），其后又宣布对所有餐饮商家免入住费一年，并为后者提供流量补贴以及专属客服等支持，近期高德发布数据， 3天15万商家资讯入驻，平均每天5万个，电话都被打爆了。 新的"鲶鱼"搅动行业，但我们关心的核心问题依然是"预制菜"：这场行业变动能否将其边缘化，并推动餐饮业回到健 康发展的轨道？ 本文核心观点： 其一，餐饮业目前正处于内卷化周期，先前高连锁化的发展增加企业经营难度，预制菜是无奈之举； 其二，线上营销对餐饮业影响力在弱化，用户，平台，商家三方的信任纽带不复存在； 其三，边缘化预制菜，必须要重整信 ...