Core Viewpoint - The article discusses the controversy surrounding Shanghai Lujie, a major player in the school meal supply market, highlighting issues of food safety, quality, and the influence of capital in the education sector [6][24][34]. Group 1: Company Background - Shanghai Lujie, established in 2014, has grown to supply over 500 schools and kindergartens, providing more than 500,000 meals daily, capturing nearly 30% of the market share in Shanghai [8][24]. - The company has faced long-standing complaints from parents regarding the quality of meals, with reports of unappetizing and unhealthy food options [8][10]. Group 2: Recent Controversy - A recent incident involving spoiled shrimp served in school meals has sparked outrage among parents, leading to calls for better quality control and accountability from suppliers [6][10]. - The company was found to have concealed food safety issues, resulting in an investigation by authorities for allegedly failing to report critical safety information [10][11]. Group 3: Financial Insights - Shanghai Lujie operates on a prepayment model, allowing it to accumulate approximately 200 million yuan in funds from meal fees, which can be invested for additional returns [24]. - The company reported revenues of 560 million yuan in 2017, with a net profit margin of 15.7%, significantly higher than many competitors in the food service industry [24][27]. Group 4: Capital Influence - The ownership structure of Shanghai Lujie reveals connections to significant capital players, including the Liu Yonghao family and various offshore entities, raising concerns about accountability and transparency [19][20][22]. - The article suggests that the profit-driven motives of these capital entities may compromise food quality and safety standards in the pursuit of financial gains [6][34]. Group 5: Market Dynamics - The competitive landscape in the school meal sector is characterized by aggressive bidding and rapid expansion, with Shanghai Lujie reportedly winning over 80 contracts since January 2025, surpassing previous years' totals [30][31]. - The pricing model of 18 yuan per meal, with actual costs estimated at 6-8 yuan, pressures the company to cut corners, potentially impacting food quality [33][34].

Core Viewpoint - The article highlights the controversy surrounding Shanghai Green捷, a major player in the school meal supply market, following a food safety incident involving spoiled shrimp. This incident has sparked public outrage and raised concerns about the quality and safety of school meals, revealing deeper issues related to capital-driven profit motives in the food supply chain [3][7][33]. Group 1: Incident Overview - A parent discovered spoiled shrimp in their child's school lunch, leading to a public outcry and a petition for better meal quality from suppliers like 西贝 [3]. - The incident reflects long-standing grievances from parents regarding the quality of school lunches, which are often perceived as unhealthy and made from low-quality ingredients [3][9]. - Shanghai Green捷, which supplies around 500,000 meals daily, has faced scrutiny for its food safety practices and the quality of its meals, which are often criticized as unappetizing and unhealthy [9][10]. Group 2: Financial and Operational Insights - Shanghai Green捷 has been operating as a "hidden champion" in the school meal market since its establishment in 2014, serving a significant portion of Shanghai's schools [9]. - The company has a meal cost of 6-8 yuan while charging 18 yuan per meal, raising questions about profit margins and the quality of ingredients used [7][31]. - The financial performance of Shanghai Green捷 has been strong, with revenues reaching 5.6 billion yuan in 2017 and a net profit margin of 15.7%, significantly higher than many competitors [26][27]. Group 3: Capital and Ownership Structure - The ownership structure of Shanghai Green捷 involves complex offshore arrangements, with significant investments from major players like the Liu Yonghao family and Temasek [21][22]. - The company has been linked to various capital entities, indicating a network of financial interests that may prioritize profit over food safety [15][21]. - The involvement of family-linked businesses in both supply and inspection raises concerns about conflicts of interest and accountability in food safety practices [19][23]. Group 4: Regulatory and Safety Concerns - Following the food safety incident, Shanghai Green捷 faced investigations for allegedly concealing information about food safety issues [14][33]. - The company's response to the incident was criticized for being inadequate, lacking a comprehensive plan for accountability and improvement [14][33]. - The incident has highlighted the broader issue of how capital interests can compromise food safety and quality in essential services like school meals [33].

Core Viewpoint - The recent actions of Xibei Catering Group's founder, Jia Guolong, to clear his social media accounts come in the wake of a public relations crisis related to the company's use of pre-packaged food and other controversies [1][3]. Group 1: Public Relations Crisis - Xibei faced backlash after a public comment by Luo Yonghao criticized the high prices of their pre-packaged dishes, leading to Jia's initial denial and threats of legal action [3]. - Following the opening of their kitchen to the public, issues such as the accumulation of frozen ingredients and the use of genetically modified soybean oil were revealed, further intensifying public scrutiny [3]. - Content published by Xibei, including articles and videos, was criticized for being overly sentimental and perceived as deliberate marketing ploys, leading to negative public reactions [3][4]. Group 2: Legal Actions and Consumer Rights - A long-time customer and lawyer filed a lawsuit against Xibei for alleged false advertising and violation of consumer rights, aiming to promote better food safety legislation in China [4]. - The lawsuit highlights concerns over Xibei's marketing practices and the need for more stringent regulations to protect consumer health and safety [4]. Group 3: Social Media Strategy - Xibei attempted to improve its image through emotional storytelling in videos, but these efforts were met with skepticism and ridicule from the public [4]. - The company's official customer service stated that the removal of certain content was due to online harassment faced by customers and employees [4].

专题：专题|罗永浩硬刚预制菜，西贝后厨曝光，创始人贾国龙道歉 9月28日，据东方财经报道，西贝餐饮创始人贾国龙的小红书账号、视频号账号内容已清空。 其抖音账号目前仅保留一条公开视频作品，发布于2024年9月30日，该视频为"大熊专访贾国龙"，涉及 西贝餐饮成长史，称西贝是西北菜领域佼佼者、年营收达62亿。 西贝近日的"温情公关文"引发热议。 9月23日，名为"西贝风味早读"的公众号，发布文章《7岁的毛毛：我以为我再也吃不到西贝了……》。 文章以7岁儿童毛毛的视角，讲述了毛毛从2岁起开始吃西贝，妈妈因为最近的新闻不让毛毛再去，毛毛 哭着、闹着，哪怕妈妈用玩具"诱惑"，也要遵守与西贝的"约定"，最后妈妈想通了"不该因舆论否定这 份信任"。 该文被不少网友质疑，称其是"史诗级拉垮的公关文""禁止煽情炒作"。目前，该文已被删除。 西贝近日因预制菜事件频频登上热搜。 据了解，本次事件由罗永浩9月10日发布的一条微博引发，他称和朋友吃了一顿西贝，但"几乎全都是预 制菜，还那么贵"。随后，西贝创始人、CEO贾国龙表示，西贝门店没有一道是预制菜。并在接受媒体 采访时表示，一定会起诉罗永浩。 贾国龙称，哪怕生意不做了，和罗永浩 ...

Core Viewpoint - The article discusses the recent controversies surrounding Xibei Catering, particularly focusing on the founder's response to allegations of using pre-prepared dishes and the company's subsequent public relations efforts to address customer concerns [9][11][14]. Group 1: Company Background and Financials - Xibei Catering, founded by Jia Guolong, is recognized as a leader in the Northwest cuisine sector, with an annual revenue of 6.2 billion [3]. - The founder's social media presence has been notably reduced, with his Xiaohongshu and video accounts cleared, and only one public video remaining on Douyin [1][3]. Group 2: Recent Controversies - The controversy began with a statement from entrepreneur Luo Yonghao, claiming that Xibei's dishes were mostly pre-prepared and overpriced, which led to a strong rebuttal from Jia Guolong, who insisted that no dishes in Xibei are pre-prepared [11][30]. - Following the backlash, Xibei issued an apology and committed to improving its food preparation processes by transitioning from centralized kitchen operations to on-site cooking in stores by October 1, 2025 [11][22][27]. Group 3: Public Relations Efforts - A public relations article titled "Xibei Flavor Morning Read" was published, portraying a child's emotional connection to the brand, but it faced criticism and was subsequently deleted [9][10]. - The company has acknowledged the gap between its production processes and customer expectations, promising to implement several changes, including using non-GMO soybean oil and preparing children's meals on-site [22][27]. Group 4: Customer Engagement and Future Commitments - Xibei has expressed a commitment to transparency and customer engagement, inviting feedback and suggestions for improvement [28]. - The founder emphasized the importance of customer trust and vowed to uphold high standards of food safety and quality [22][28].

Core Points - The founder of Xibei Catering, Jia Guolong, has cleared his social media accounts, including Xiaohongshu and video accounts [1] - Xibei's annual revenue is reported to be 6.2 billion [4] - A recent controversy involving Xibei and pre-made dishes has led to public backlash and legal action [9][11] Group 1 - Xibei's official account shared a video about a mother whose child learned to eat at Xibei, which moved Jia Guolong to tears, but the video has since been removed [9] - The official account "Xibei Taste Morning Read" has been set to private, requiring approval to follow [11] - A lawyer, who has been a client of Xibei for nine years, filed a lawsuit against the company for alleged fraud and false advertising related to their use of pre-made dishes [11] Group 2 - The lawsuit includes claims for triple compensation and demands for transparency in food ingredients [11] - The lawyer submitted over 86,000 yuan in consumption records as evidence, alleging that Xibei misrepresented its food as "organic" and "freshly cooked" while using frozen semi-finished products [11] - The lawsuit also highlights contradictions in Xibei's marketing of children's meals [11]

Investment Dynamics - McDonald's China plans to invest over 400 million RMB in talent training and development over the next three years, focusing on upgrading its Hamburger University with three main directions: "smarter, more open, and more focused on holistic growth" [3] - Jinzi Ham announced a plan to acquire up to 300 million RMB for a 20% stake in Zhongsheng Microelectronics, indicating a strategic shift towards the semiconductor industry due to slow growth in its main business [5] - Heineken announced a cash acquisition of Florida Ice and Farm Company (FIFCO) for 3.2 billion USD (approximately 227.52 billion RMB), expanding its beverage and retail business in Central America [7] Brand Dynamics - Xibei has established a new restaurant management company, Fan Jiji, with a registered capital of 500,000 RMB, aiming to isolate risks from its main brand due to declining customer traffic [9] - Xiaobing Xiaobing has formed a new restaurant management company, Xiaoniu, with a registered capital of 50 million RMB, marking a shift towards a "headquarters platform + partner" model [13] - Starbucks has launched a limited edition product line inspired by Dunhuang murals, enhancing store efficiency and providing a replicable model for "coffee + cultural tourism" [16][17] Product Development - Magnum Ice Cream plans to utilize AI technology from NotCo to reformulate products and develop new offerings, marking a significant step in AI-driven food research [20] Personnel Dynamics - René Lammers has been appointed as Executive Vice President and Chief Research and Innovation Officer at Estée Lauder, effective October 1, indicating a shift in R&D strategy to a board-level decision-making process [23] - The CFO of China Resources Beer, Zhao Wei, has resigned, creating a potential gap in financial decision-making at a critical time [26] - Wei Zhe has been appointed to the Food Safety and Sustainability Committee of Yum China, reflecting an upgrade of ESG and food safety oversight to the board level [29]

Group 1 - The article discusses the concept of "menstrual shame" and aims to desensitize young audiences to this topic through the "Knock Knock World" podcast [2] - It highlights the growing interest in pre-prepared meals in the restaurant industry, particularly mentioning the case of Xibei and the public's reaction to it [2] - The article raises questions about the quality of school lunches in Shanghai and the lack of attention from the education authorities regarding this issue [2] Group 2 - The "Knock Knock World" podcast is produced by "Shengdong Huopo" and "Shifen Zhi Yi," targeting young audiences to explore global news and diverse thinking [7] - The podcast releases episodes every Monday, Wednesday, and Friday at 6:00 AM, with each episode lasting approximately 10 minutes [9] - The first season of "Knock Knock World" is available on major audio platforms, with a subscription price of 365 yuan per year [10]

这是半佛仙人的第1884篇原创 周末不卷，随便写点。 最近连吃了好几天的米村拌饭。 不是因为觉得好吃，味道就那样，甚至感觉除了服务员基本都是预制的。 但我发自心内的不觉得有问题。 因为他们已经用尽全力演了。 米村拌饭，简直是预制菜的亲爷爷。 真的，我越吃越觉得6，而且哪怕你知道一切都是预制的，你也服气。 米村拌饭的核心竞争力是那个【石锅】。 呲溜呲溜，热气腾腾。 锅子热到烫手。 石锅端上来很烫，吃完了还是烫。 就这个烫的程度，会让你很快就忘却了这是从冷冻车间生产出来通过冷链运输运到店里的 原料。 用刺啦刺啦的声音，用铁板上冒着的热气，来完成一个【预制菜—现制菜】在你心理上的 转化。 客观：半成品。 理智：就是预制的。 感官：太锅气了，太6了，这就是现做的。 关键是，米村拌饭选择的这个品类也非常合适。 1 石板拌饭，金枪鱼拌饭，香辣鱿鱼，都是对料理技艺的需求并不高的菜品，预制和现制的 差别极其小。 哪怕你让米其林三星的大厨，用上全世界最好的材料来做，做出来也就那样。 它的天花板就在这里了。 这不是缺点，这甚至是优点。 简而言之，就是： 演的如此认真，以至于你也承认没有功劳也有苦劳。 你都不好意思不认。 预制菜最 ...

Company Overview - Day Chen Co., Ltd. is located in Qingdao, Shandong Province, and was established on March 23, 2001. It was listed on August 28, 2019. The company specializes in the research, production, and sales of compound seasonings, primarily targeting food processing and catering enterprises with customized seasoning solutions [2]. Financial Performance - As of June 30, 2025, Day Chen achieved operating revenue of 204 million yuan, representing a year-on-year growth of 8.63%. The net profit attributable to the parent company was 35.23 million yuan, reflecting a year-on-year increase of 22.64% [2]. - The company has distributed a total of 202 million yuan in dividends since its A-share listing, with cumulative distributions of 88.11 million yuan over the past three years [3]. Stock Performance - Year-to-date, Day Chen's stock price has increased by 15.02%. In the last five trading days, it rose by 0.35%, while it gained 13.29% over the past 20 days and 19.38% over the last 60 days [2]. - As of September 26, the stock price was 30.66 yuan per share, with a market capitalization of 3.023 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Day Chen was 6,357, an increase of 2.81% from the previous period. The average circulating shares per person decreased by 2.74% to 15,512 shares [2]. - Among the top ten circulating shareholders, CITIC Prudential Multi-Strategy Mixed Fund (LOF) A is the seventh largest shareholder, holding 950,600 shares as a new shareholder [3].