Core Viewpoint - The article discusses the recent surge in the pre-prepared food (pre-cooked meals) sector in the A-share market, driven by public discourse and controversies surrounding the industry, particularly involving the West Be restaurant chain and influencer Luo Yonghao [3][4][14]. Group 1: Market Activity - On September 15, several pre-prepared food stocks experienced significant movements, with Delisi hitting the daily limit, and Huifa Foods and Sanjiang Shopping also seeing sharp increases [3][4]. - The pre-prepared food industry is witnessing a high growth trend, with a reported CAGR of 19% from 2019 to 2022, and projected revenue reaching 475.7 billion yuan by 2025 [17]. Group 2: Industry Controversy - The controversy began with Luo Yonghao criticizing West Be's pre-prepared meals, leading to a public debate that attracted attention from major media outlets like People's Daily and Xinhua News [3][14][15]. - West Be issued an apology, acknowledging discrepancies between their production methods and customer expectations, and announced plans to adjust their cooking processes to enhance customer experience [5][6][7][8][9][10][11][12][13]. Group 3: Regulatory and Industry Insights - Major media outlets emphasized the need for transparency and consumer trust in the pre-prepared food sector, highlighting the importance of clear standards and regulations [14][15][16]. - The article notes that the pre-prepared food industry is an essential part of the food industry, and its healthy development is crucial to meet the diverse needs of consumers [16]. Group 4: Future Outlook - Experts suggest that the future of the pre-prepared food industry lies in standardization, transparency, and innovation, with calls for national standards to guide production and processing [16][17]. - The current penetration rate of pre-prepared meals in China is between 10% and 15%, significantly lower than the 60% seen in mature markets, indicating substantial growth potential [17].

本文来自微信公众号：太阳照常升起，作者：慕峰，题图来自：AI生成 现在最怕贾国龙继续说话的，可能除了他的连锁餐饮同行之外，就是预制菜产业了。本来这个话题罗永浩已经结束了，贾老板不服，硬生生又把罗老师拉 了回来。 这下可好，爆料越来越多，西贝的供应商被扒了个遍。供应商也是有公众号和网站的，打开西贝供应商的网站，绝大部分都不是专供西贝，很多明明白白 地写着自己就是做预制菜的。 这下可好，原来商场里吃来吃去，食客吃的源头都是一样的，难怪味道都一样。原来就是图一个店面环境不一样，吃的都是差不多的。那何苦还去商场 呢？作者手欠，在京东随手搜了一些流行的预制菜价格，比如： 2、既然食材出处都一样，都是后厨随手加个热，价格得统一吧，不能这个店卖15，那个店就卖50吧。 3、既然谈不上任何美食，就别拿美食作为广告宣传点了吧，虚假广告可是要担责的。 4、既然你们满足不了许多老百姓的堂食需求，那就老老实实把空间让出点给真正做餐饮的小老板，让真正的中餐美食能够延续下去吧。 咱不知道，都是预制菜，京东自营的味道会不会更好？反正，确实便宜，大概堂食的1/5吧。 既然都到这份上了，就都别装了。预制菜产业、所谓中央厨房和连锁餐饮企业，本来 ...

Core Viewpoint - The dispute between Luo Yonghao and Xibei has escalated into a broader societal discussion regarding the acceptance of pre-prepared dishes in the restaurant industry, highlighting differing perspectives between consumers and the business community [3][22]. Group 1: Industry Standards - Xibei's founder, Jia Guolong, claimed that the restaurant does not use pre-prepared dishes according to national regulations, which define pre-prepared dishes differently from consumer perceptions [1][6]. - The definition of pre-prepared dishes in China has evolved, with the China Cuisine Association categorizing them into four types in 2022, reflecting a lack of strict regulation prior to this [5][6]. - The 2023 central government document emphasizes the development of the pre-prepared dish industry as a key initiative for rural revitalization and agricultural modernization [6][8]. Group 2: Consumer Perception - Consumers are increasingly skeptical about pre-prepared dishes, particularly regarding the use of preservatives and long shelf lives, which they associate with lower quality [8][11]. - The lack of transparency from restaurants regarding the use of pre-prepared dishes can lead to consumer distrust, especially when dishes are marketed as freshly made [18][19]. Group 3: Technological Aspects - Current technology allows for long shelf lives without preservatives through methods like high-temperature sterilization and rapid freezing, but these methods require significant cold chain logistics [11][15]. - Japan's pre-prepared dish industry serves as a model, having established a robust cold chain logistics system and focusing on minimizing the negative impacts of processing on nutrition and flavor [12][15]. Group 4: Business Model Implications - The shift towards pre-prepared dishes represents a fundamental change in the restaurant business model, prioritizing supply chain efficiency and operational replicability over traditional culinary skills [19][22]. - The rise of pre-prepared dishes may threaten traditional restaurant jobs and entrepreneurship, raising concerns about the future of employment in the industry [23].

Core Viewpoint - The controversy surrounding pre-prepared meals (pre-made dishes) highlights a lack of unified understanding and standards within the industry, which could hinder its healthy development [2][4]. Industry Development - The pre-prepared meal industry has significant growth potential, as emphasized in the 2023 Central Document No. 1, which aims to enhance the standardization and regulation of this sector [4]. - The global pre-prepared meal market is substantial, with the U.S. market projected to reach $47.56 billion by 2024, making it the second-largest globally. Japan's market is also notable, with a scale exceeding 10 trillion yen in the same year [4]. - China currently has the largest pre-prepared meal market, which, despite its late start compared to more mature international markets, is expected to grow rapidly, with projections of surpassing 800 billion yuan by 2025 and reaching approximately 1.5 trillion yuan by 2030 [4]. Issues and Challenges - The development of the pre-prepared meal industry has raised public concerns and controversies, which are considered normal. However, any misleading information or practices that compromise food safety are unacceptable [5][6]. - The recent discussions have led to a consensus that pre-prepared meals should neither be demonized nor overly westernized, and public figures should be cautious with their influence [5]. Regulatory Framework - There is a pressing need to improve standards and regulations to address the controversies surrounding pre-prepared meals. The National Market Supervision Administration and other departments are working on establishing a national food safety standard for pre-prepared meals [7][8]. - The revised Food Safety Law, effective December 1, will focus on specific regulatory aspects, including the transportation of liquid foods, which can also serve as a basis for enhancing regulations related to pre-prepared meals [7][8]. Regulatory Enforcement - The recent notification emphasizes the importance of inspecting the quality and safety measures in the production and distribution of pre-prepared meals, as well as ensuring transparency for consumers regarding their choices [8]. - Addressing these regulatory aspects is crucial for alleviating public concerns and disputes regarding pre-prepared meals [8].

Core Viewpoint - The article discusses the ongoing debate surrounding the pre-prepared food industry, highlighting the lack of unified understanding and standards, which hinders healthy development of the industry [2][4][9]. Group 1: Industry Development - The pre-prepared food industry has significant growth potential, as emphasized in the 2023 Central Document No. 1, which aims to enhance the standardization and regulation of the industry [4]. - The global pre-prepared food market is substantial, with the U.S. market projected to reach $47.56 billion by 2024, making it the second-largest globally. Japan's market is also notable, with a scale exceeding 10 trillion yen and 24% of working adults relying on pre-prepared foods [5]. - China's pre-prepared food industry, despite starting later than its international counterparts, is rapidly expanding, with projections indicating a market size exceeding 800 billion yuan by 2025 and potentially reaching 1.5 trillion yuan by 2030 [5]. Group 2: Regulatory and Standardization Issues - There is a pressing need to improve standards and regulations to address the controversies surrounding pre-prepared foods. The National Market Supervision Administration and other departments are working on establishing national safety standards for pre-prepared foods [7]. - The revised Food Safety Law, effective December 1, 2023, will focus on specific regulatory aspects, including the transportation of liquid foods, which can serve as a critical point for enhancing regulations in the pre-prepared food sector [7]. - Strengthening oversight is essential to ensure compliance with existing regulations, particularly in areas such as quality control during production and transportation, as well as ensuring consumer rights to information and choice [8].

Core Points - The dispute between Luo Yonghao and the restaurant company Xibei regarding "prepared dishes" is escalating, with Xibei's founder Jia Guolong admitting to mistakes in his response and expressing a desire to learn from a competitor [1] - Luo Yonghao has invited Jia Guolong to a live-streamed dialogue to clarify their positions and contribute to the healthy development of the prepared dishes industry and the restaurant sector [2] - Xibei had previously announced an initiative to allow customers to tour their kitchens, but this has been suspended to ensure normal kitchen operations, and the "Luo Yonghao set meal" has been removed from the menu [4]

Core Viewpoint - The conflict between Luo Yonghao and Xibei over "prepared dishes" has escalated, with both parties exchanging accusations and seeking public clarification through a live broadcast [1][5][9]. Group 1: Company Responses - Xibei's founder, Jia Guolong, acknowledged a mistake in handling the situation and expressed a desire to adopt a more transparent approach, learning from the practices of other companies [1]. - Jia Guolong initially denied the use of prepared dishes in Xibei's restaurants and announced plans to sue Luo Yonghao [9]. - Luo Yonghao criticized Jia Guolong's comments, particularly a part of a screenshot that labeled him as a "network black mouth" and "network black society," expressing dissatisfaction with the misrepresentation [6][8]. Group 2: Industry Implications - Luo Yonghao suggested that the incident could contribute to the healthy development of the prepared dishes industry and the restaurant sector in China by promoting transparency and accountability [5][10]. - The discussion surrounding prepared dishes highlights the need for clearer regulations and consumer trust in the food industry, emphasizing that the real challenge lies in establishing a reliable relationship with consumers [10].

Core Viewpoint - The ongoing debate between Xibei Catering and Luo Yonghao regarding the use of pre-prepared dishes has intensified on social media, highlighting the need for transparency and dialogue in the food industry [1][3]. Group 1: Incident Overview - On September 14, Xibei's founder Jia Guolong admitted to making mistakes in handling the situation and suggested a change in approach, while also labeling Luo Yonghao as a "network black mouth" [1]. - Luo Yonghao responded by stating that the matter could not be resolved amicably and proposed a public live discussion to clarify the truth about Xibei's use of pre-prepared dishes [3][5]. Group 2: Proposed Solutions - Luo Yonghao emphasized the importance of a fair and rational dialogue on a major online platform to address the allegations and contribute positively to the development of the pre-prepared dish industry and the broader catering sector in China [5].

Core Viewpoint - The conflict between Luo Yonghao and Xibei over "prepared dishes" has escalated, contrary to expectations of resolution. Xibei's founder, Jia Guolong, has expressed a commitment to transparency and learning from competitors, while Luo has called for a public dialogue to clarify the situation and contribute to the healthy development of the prepared dishes industry [1][4][6]. Group 1 - Jia Guolong acknowledged his mistakes in handling the situation and stated that Xibei will adopt a transparent approach moving forward, aiming to learn from competitors like Pang Donglai [1][2]. - Luo Yonghao responded to Jia's comments by indicating that the matter cannot be overlooked and suggested severing ties with friends who attempt to mediate [4]. - Luo proposed a live broadcast on a major platform to discuss the issue openly, aiming to clarify the truth about Xibei and contribute positively to the prepared dishes industry [6]. Group 2 - The People's Daily emphasized the need for transparency in the prepared dishes sector, highlighting that the main challenge lies in building consumer trust rather than technical aspects [9]. - The commentary stressed that the development of the restaurant industry must prioritize consumer safety and understanding, advocating for rational and constructive discussions to optimize the environment for prepared dishes [9].

Core Viewpoint - The pre-prepared food industry is rapidly developing, but it faces challenges such as inconsistent recognition, incomplete regulations, and lack of unified standards, which hinder healthy growth [1][2]. Industry Development - The pre-prepared food industry has a broad development prospect, as highlighted in the 2023 Central Document No. 1, which emphasizes the importance of standardization and regulation in this sector [4]. - The global pre-prepared food market is significant, with the U.S. market projected to reach $47.56 billion in 2024, making it the second-largest globally. Japan's market is also notable, with a scale exceeding 10 trillion yen and 24% of office workers relying on pre-prepared foods for meals [4]. - China's pre-prepared food industry, although starting later than its international counterparts, is growing rapidly. Projections indicate the market size will exceed 800 billion yuan by 2025 and reach approximately 1.5 trillion yuan by 2030 [4]. Public Concerns and Industry Issues - The development of the pre-prepared food industry has raised public concerns and controversies, which are considered normal. However, any misleading information or food safety issues are intolerable [5]. - Recent commentary emphasizes that pre-prepared food should neither be demonized nor overly westernized, and public figures should be cautious with their influence [5]. Regulatory and Standardization Efforts - There is a need for improved standards and regulations to address the controversies surrounding pre-prepared food. A preliminary definition of pre-prepared food was issued by six departments in March 2024, but it has not fully resolved public recognition issues [6]. - A national standard for food safety regarding pre-prepared food is being developed, which is a complex process requiring comprehensive revisions [6]. - The revised Food Safety Law will take effect on December 1, 2023, focusing on specific regulatory aspects, which can serve as a critical point for improving standards in the pre-prepared food sector [6]. Regulatory Enforcement - Strengthening regulatory enforcement is essential to ensure existing regulations are effectively implemented [7]. - The recent notification emphasizes two key areas: ensuring quality safety measures in the production and distribution of pre-prepared food, and promoting transparency in the use of pre-prepared food in the restaurant sector to protect consumer rights [8]. - Addressing these issues will play a crucial role in alleviating public concerns and disputes regarding pre-prepared food [8].