登录新浪财经APP 搜索【信披】查看更多考评等级 截至2025年9月29日 13:14，消费ETF(159928)强劲反弹，微涨0.83%。值得一提的是，消费ETF(159928)盘中获资金强势加仓，截至目前，该基金盘中已 获净申购1.56亿份。 中证主要消费指数(000932)涨0.63%。成分股方面涨跌互现，养元饮品(603156)领涨8.71%，泸州老窖(000568)上涨4.16%，古井贡酒(000596)上涨 3.42%；五粮液、贵州茅台涨超1%，伊利股份、牧原股份等微跌。 | 序号 | HCRa | 名称 | 估算权重 | | | --- | --- | --- | --- | --- | | 1 | 600887 | 伊利股份 | 9.56% | -0.26% | | 2 | 002714 | 牧原股份 | 9.52% | -0.17% | | 3 | 000858 | 五粮液 | 9.44% | 1.58% | | 4 | 600519 | 贵州茅台 | 8.68% | 1.85% | | 5 | 300498 | 温氏股份 | 6.62% | -1.17% | | 6 | 000568 | ...

Core Viewpoint - The article highlights the challenges faced by popular national chain restaurants, such as Xibei, in entering the Jiangxi market due to the region's unique culinary culture and strong local dining ecosystem [2][10]. Group 1: Market Characteristics - Jiangxi province has a deep-rooted "Jiangxi stir-fry" culture, where consumers prefer freshly cooked dishes that emphasize the unique aroma of food just off the stove, known as "guo qi" [3][5]. - Local restaurants prioritize fresh ingredients, with a typical meal costing around 40 yuan, contrasting sharply with chain restaurants that charge nearly 100 yuan per meal [5][6]. - Jiangxi consumers exhibit a strong preference for spicy and fragrant dishes that pair well with rice, making it difficult for northern or coastal chain brands to adapt to local tastes [3][6]. Group 2: Challenges for Chain Restaurants - Many chain restaurants, including Xibei, struggle with high entry barriers in Jiangxi due to entrenched local food culture and consumer preferences for fresh, made-to-order meals [10][11]. - The reliance on pre-prepared ingredients and standardized recipes by chain restaurants is at odds with Jiangxi consumers' expectations for freshness and authenticity [9][10]. - The logistics of sourcing high-quality ingredients from distant regions, such as the northwest for Xibei's signature dishes, adds to the operational challenges and costs [7][9]. Group 3: Consumer Preferences - Jiangxi consumers are generally resistant to pre-prepared dishes, believing that only freshly made meals can satisfy their taste requirements [5][7]. - The price sensitivity of Jiangxi consumers, combined with their loyalty to local dining options, creates a significant barrier for higher-priced chain restaurants [6][10]. - Efforts by chain restaurants to promote their offerings through social media and local influencers have not yielded significant results due to the pronounced taste differences and consumer aversion to pre-prepared foods [10][11]. Group 4: Future Considerations - For chain restaurants to succeed in Jiangxi, they must deeply understand and respect local culinary traditions while adapting their business models to meet local demands [11]. - The potential for successful cross-regional expansion exists, but it hinges on achieving a balance between local preferences and the operational strategies of chain brands [11].

以下文章来源于凤凰网财经 ，作者公司研究院 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢迎访问：http://finance.ifeng.com/ 刘永好家族试图打造的第七家上市公司。 文 ｜ 凤凰网财经《公司研究院》 来源｜ 凤凰网财经（ID：finance_ifeng） 封面来源 ｜ IC photo 前不久，罗永浩与西贝的"预制菜大战"正打得火热，谁也没想到，战火竟烧到了上海中小学生的餐盘里。一位家长在孩子学校的午餐中，发现了一只发臭的 虾仁——而供应方，正是日配送50万份学生餐的"隐形巨头"：上海绿捷。 一石激起千层浪。不少家长随后做出一个看似"跨界"却意味深长的举动：联名请愿，希望西贝也能参与上海学生餐的竞标。这背后，是长期以来对校园午 餐"难吃、不健康、食材不新鲜"的积怨，终于找到了一个具体的爆发点。家长们反对的并非预制菜本身，而是有人用低质食材糊弄孩子。 更令人意外的是，随着舆论发酵，这只"臭虾"竟牵出一张盘根错节的资本网络。表面普通的配餐企业，背后却闪现新希望刘永好家族、厚生投资、淡马锡等 资本力量。他们通过复杂的离岸架构，将学生餐 ...

以下文章来源于凤凰网财经 ，作者公司研究院 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ | | 1100 ל | | --- | --- | | 我是一名班主任也是孩子的妈妈,看到学生吃这些心里说不出的滋味。我向校长提过,每天孩子 们吃的都是预制菜,油炸物。但是没有什么改变,深深得无力。 | | | | a 345 | | 您是好老师 | | | 61条回复 ~ | | | 孩子一直说午餐就是屎,还觉得孩子矫情,看了照片后立刻给孩子道歉了 | 15 719 | | 上海 18小时前 | 15 212 | | 全班孩子都这样说 | | | 34条回复 √ | | | 上海中学生的午餐已经达到人神共愤的地步了 | 029 620 | | 但就是没人管的了, 简直了, 气愤至极 | 15 168 | | 13条回复 √ | FULLE STE | 更令人意外的是，随着舆论发酵，这只"臭虾"竟牵出一张盘根错节的资本网络。 表面普通的配餐企业，背后却闪现新希望刘永好家族、厚生投资、淡马锡等资本力量 ...

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 ...

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。 西贝老贾爱请客 v 西贝餐饮创始人 59.6万 获赞 4关注 12.0万 粉丝 西贝餐饮创始人 IP: 北京 男 (3) 探店足迹 1家好店 & 已关注 √ ▼ 发私信 作品 1 ▼ 国防 菜领域佼佼者 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。 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 ...

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]

-投资动态- 麦当劳中国拟投4亿加码人才培训和发展 近日，金字火腿公告称，拟不超过3亿元获得中晟微电子20%股权。金字火腿经历了实控人变更和董高监更替后，7月火速设立了两家从事芯片业务的公 司，法定代表人均为金字火腿实控人郑庆昇之子郑虎。（中新经纬） 小编评： 近日，麦当劳中国汉堡大学迎来成立十五周年庆典。 麦当劳中国宣布，未来三年将投资超过4亿元人民币用于人才培训和发展，重点推动汉堡大学以"更 智慧、更开放、更关注全面成长"三大方向全面升级。 麦当劳中国汉堡大学在全国设有16个领导力学院，拥有约100位专家，每年近20万员工通过"麦麦e学"线上平台学习相关课程。（澎湃） 小编评： 对于麦当劳而言，此次投资可推动其打造面向数字化时代的餐饮人才培养体系，从而为集团更好赋能。 -收购动态- 近年来，受消费品市场因素影响，金字火腿主业发展缓慢，业绩较以往存在一定的下滑，因此才选择更具发展潜力的半导体产业。 近日，喜力公司宣布以32亿美元（约227.52亿人民币）现金收购Florida Ice and Farm Company（FIFCO）的饮料与零售业务，加码中美洲市场。公司表 示，将全面收购哥斯达黎加的Distr ...

本期内容转载自公众号「十分之一信箱」 朋友们，周日好。 马上又要放假了。据我观察，假期是「Knock Knock 世界」选题投递箱最繁忙的时候，所以让我们快点淘完九 月的好奇心，坐等你们假期来信。 地坛公园里的树都被不同的人认养了，认养一棵树一年要多少钱，会降低公园的维护成本 吗，对公园管理树木有什么帮助？ 为什么公交交通、儿童乐园和旅游景点要设置 1.2 米以下儿童免票，这 样不会影响售票收入吗？ A：好问题。这个很值得聊一下。 小区里出现了很多回收废品和废旧衣服的智能回收箱，把可回收的纸盒、塑料瓶和 衣服放进去就能按重量返钱，废纸和塑料瓶可以回收利用，那衣服和帆布包，都被 送去哪里了呢？ 每次过黄浦江我们都会开车穿过隧道，从浦东到浦西有很多座桥，之前也通过修建地铁有多么 的费时费力费财，我想知道，为什么要修建隧道而不是全部都是立交桥。 我妈妈很喜欢看一个 App 叫小红书，我想知道小红书有专门负责的公司吗？如果有这个 公司赚钱吗？它靠什么赚钱呢？ 为什么月经会让人感觉羞耻？ A：少年的世界已经有「月经羞耻」了吗？「Knock Knock 世界」关于女厕所排 队那一期，有非常明确地提到月经、卫生巾，希望从少 ...