中央厨房的兴起，源于中国传统餐饮后厨分散、加工环节多、监管难度大，安全风险点难以全面控制， 中央厨房通过集中采购、标准化生产、规范化品控，将食品加工的关键环节置于一个可全程监控、可追 溯的封闭环境中，大幅降低了微生物污染、非法添加、原材料质量不一等风险。这为国家从源头到终端 实施高效、统一的食品安全监管提供了可行路径，尤其在应对学校配餐、集体供餐等大规模餐饮需求 时，中央厨房模式被视为提升安全等级的核心手段。 标准将中央厨房制作的菜肴排除在了预制菜范围之外。 备受关注的预制菜国家标准已进入征求意见阶段。 2月6日，食品安全国家标准审评委员会秘书处发布《食品安全国家标准 预制菜》（征求意见稿）（下 称"标准"），明确了预制菜的定义及相关标准，并将中央厨房制作的菜肴排除在了预制菜范围之外。 根据标准，预制菜是指以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加 防腐剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以 调味料包，需经加热或熟制后方可食用的预包装菜肴产品。该定义不包括主食类食品、净菜类食品、即 食类食品，以及中央厨房制作的菜肴。 此外，国务院食安 ...

Core Viewpoint - Meituan announced the acquisition of Dingdong Maicai for $717 million, marking a significant move in the fresh e-commerce sector, which has seen many players exit the market [3][5]. Group 1: Industry Overview - Dingdong Maicai has been a survivor in the fresh e-commerce space since 2017, adapting its business model through strategic contraction and selective focus on high-margin products [5][7]. - The fresh e-commerce sector has seen a decline, with major players like Meituan, Dingdong Maicai, and Pupu Supermarket remaining, while others like Missfresh have exited [7][10]. - The industry is shifting towards profitability, with companies like Hema and Pupu Supermarket actively seeking growth and expansion [17]. Group 2: Dingdong Maicai's Strategy - Dingdong Maicai implemented strategic contraction by reducing its operational footprint, focusing on high-efficiency areas, and cutting down on marketing expenses [7][10]. - The company has shifted towards high-margin prepared foods, achieving a gross margin of around 30%, significantly higher than competitors like Missfresh [10][12]. - Dingdong Maicai has maintained profitability for 12 consecutive quarters, with its GMV and revenue reaching historical highs [12]. Group 3: Meituan's Acquisition Rationale - Meituan's interest in Dingdong Maicai stems from the rapid growth of its own supermarket business, Xiaoxiang Supermarket, which has seen significant expansion and performance improvements [13][14]. - The acquisition allows Meituan to leverage Dingdong Maicai's established logistics and customer base, enhancing its operational efficiency and market presence [16]. - Xiaoxiang Supermarket is positioned to grow rapidly, with expectations to exceed industry growth rates in the coming years [14][17].

★ 宏观动态 ★ 预制菜国家标准征求意见：中央厨房制作的菜肴等或不属于预制菜 2月6日，国家卫生健康委发布了《食品安全国家标准 预制菜》（征求意见稿），面向社会公开征求意见。标 准明确：①预制菜是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐剂， 经工业化预加工(如搅拌，腌制，滚揉，成型，炒，炸，烤，煮，蒸等)制成，配以或不配以调味料包，加热或 熟制后方可食用的预包装菜肴产品。②预制菜不包括主食类食品、净菜类食品、即食食品和中央厨房制作的菜 肴。③尽量缩短预制菜的产品保质期，最长不应超过12个月。③不得使用防腐剂，尽可能减少食品添加剂的使 用。 大商所2026年春节期间交易时间安排：2月15日至2月23日休市，24日起照常开市 大连商品交易所2026年春节期间交易时间安排通知如下：2月15日（周日）至2月23日（周一）休市，2月24日 （周二）起照常开市。2月14日（周六）、2月28日（周六）为周末休市。2月13日（周五）晚上不进行夜盘交 易。2月24日（周二）所有合约集合竞价时间为上午08:55-09:00。2月24日（周二）当晚恢复夜盘交易。 上海黄金交易所：调整部分合约保证金 ...

Group 1 - The Shanghai Composite Index fell by 0.64% to 4075.92 points, the Shenzhen Component Index decreased by 1.44% to 13952.71 points, and the ChiNext Index dropped by 1.55% to 3260.28 points as of February 5 [1] - A total of 57 stocks in the A-share market hit the daily limit, with the top three strong stocks being Minbao Optoelectronics (301362), Maoye Commercial (600828), and GCL-Poly Energy (002506) [1] - The top 10 strong stocks based on consecutive limit-up days and turnover rates include Minbao Optoelectronics with 4 consecutive limit-ups and a turnover rate of 57.8%, Maoye Commercial with 3 limit-ups in 5 days and a turnover rate of 7.97%, and GCL-Poly Energy with 2 consecutive limit-ups and a turnover rate of 21.6% [1] Group 2 - The top three concept sectors with the highest gains in the A-share market are the Horse Racing concept with a gain of 1.89%, Duty-Free Shops with a gain of 1.33%, and Internet Celebrity Economy with a gain of 1.3% [2] - The top 10 concept sectors based on their performance include Short Drama Games with a gain of 1.14%, Character Towns with a gain of 0.95%, and Tourism concept with a gain of 0.94% [2]

科普视频显示，西兰花从采摘到运输再到售卖周期长，中间会因为搬运、磕碰、保鲜不当等，存在微生 物滋生、农残超标、营养流失等问题，西贝从源头采购，选的是不打化学合成农药、不施化学合成肥料 的有机西兰花。因为有机种植容易有虫卵杂质，所以采摘后会在产地马上做深度清洗。经过处理的西兰 花会被送到零下38度的速冻机中，短时间内速冻至零下18度以下，虽然包装上标注的24个月是符合国家 标准的急冻蔬菜保质期，但西贝的西兰花在门店使用期限为一个月。 贾国龙上一次在微博发言是在1月16日。当时他表示，晚上10点将就罗永浩对西贝的重大污蔑诽谤一一 全面回应。并称"在回应前，请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友，给西贝， 给无数宝妈，给全国餐饮业造成的危害，认真道歉，并赔偿相应损失。" 瑞财经 赵盼盼2月3日，西贝餐饮集团创始人贾国龙的微博账号"西贝贾国龙"解禁。其解禁后的第一条 内容转发自"西贝XIBEI官方微博"，是一条有关"西贝的有机西兰花为什么是速冻"的科普视频。 随后，罗永浩回应称，"冷冻西兰花成本确实更高，所以西兰花的问题在某种程度上是冤枉的，其他的 基本都不冤，甚至不能算'黑'，因为他家大部分就是预制 ...

中国工业报吴辰光 身处舆论旋涡的西贝，在资本市场上有了新动作。天眼查APP显示，1月20日，西贝获A轮融资，融资 金额未披露；同步完成注册资本变更，从8990.29万元增至1.02亿元，增幅约13.1%。 自2025年9月与网络大V罗永浩就预制菜及定价问题发生争论以来，西贝深陷发展困境，西贝创始人贾 国龙在接受媒体采访时表示，累计关闭门店将达102家、波及4000余名员工，7个月内预亏超6亿元。此 次融资无疑给西贝注入一剂强心剂。 西贝能否靠融资扭转颓势还是个未知数。（吴辰光 摄） 不过，因罗永浩一句"西贝几乎全是预制菜且价格偏高"便能引发其经营巨震，也暴露了西贝运营模式的 深层隐患。在业内专家看来，若不重构商业模式，此次融资仅能实现"输血续命"，难以扭转颓势，西贝 后续破局之路仍充满不确定性。 "及时雨"之后的隐忧 天眼查信息显示，完成融资后，西贝新增5个股东，包括台州新荣泰投资有限公司、呼和浩特市集体共 创企业管理中心（有限合伙）、杭州舟轩股权投资管理合伙企业（有限合伙）、周澔宇、成都迅达光电 有限公司。 股权分配方面，台州新荣泰投资有限公司和呼和浩特市集体共创企业管理中心（有限合伙）的持股比例 均为4. ...

Summary of the Conference Call on Anjuke Foods Company Overview - Anjuke Foods has evolved from a small dumpling factory in Xiamen to a leading player in the frozen food industry in China, particularly in the hot pot ingredient segment [1][2] - The company's growth can be divided into four stages: 1. **1998-2006**: Initial establishment and focus on hot pot ingredients instead of competing in the dumpling market dominated by competitors like Sanquan and Sinian [1] 2. **2007-2016**: Focused on building distribution channels primarily in the restaurant sector, establishing a national production capacity [2] 3. **2017-2020**: Post-IPO expansion of production capacity and revenue growth, solidifying its position as a market leader [2] 4. **2021-Present**: Entering the prepared dishes market with a three-pronged strategy [2][3] Core Business Strategy - Anjuke has diversified its product offerings to include frozen hot pot ingredients, frozen rice and noodles, and frozen prepared dishes, establishing a comprehensive product portfolio [3] - The management team, led by Chairman Liu Mingming and General Manager Zhang Qingmiao, has remained stable and effective, contributing to the company's success [3][4] - The company has implemented stock incentive plans since 2019 to align management interests with company performance [4] Financial Performance - Since its IPO in 2017, Anjuke has experienced significant revenue growth, maintaining high growth rates from 2018 to 2022 [4][5] - The revenue structure has become more balanced, with a notable increase in the contribution from prepared dishes [5] Industry Dynamics - The frozen food market in China is growing alongside Anjuke, driven by both B2B (restaurant) and B2C (consumer) demands [5][6] - B2B demand is fueled by the need for cost efficiency in restaurants, where labor and rent costs are high, leading to a shift towards frozen and prepared foods [5][6] - C2C demand is driven by changing consumer lifestyles, including smaller household sizes and a preference for convenience [6] Market Trends - The market for frozen prepared dishes is expected to grow significantly, despite recent challenges, as it aligns with the trend of industrialization and standardization in the food supply chain [7][8] - Anjuke's strategy includes leveraging its supply chain and cold chain logistics to enhance efficiency and reduce costs [10][12] Competitive Advantages - Anjuke has established a strong product positioning strategy, focusing on high-quality, high-margin products [8][9] - The company has differentiated itself in the competitive frozen rice and noodle market by avoiding direct competition with established players and instead focusing on unique products [9] - Anjuke's channel strategy emphasizes strong relationships with distributors and direct support, enhancing loyalty and market penetration [10] Future Outlook - Anjuke plans to continue expanding its frozen food segment and is exploring overseas production and sales opportunities [17] - The company anticipates steady growth in its core business, with new product launches and packaging innovations aimed at capturing the evolving consumer market [18] - Despite external challenges, Anjuke's strategic execution and management capabilities position it well for future growth [16][17]

本报讯 （记者李昱丞）2026年2月2日，由广东省湛江市政府牵头组织的"广货行天下 湛品进星城"活动 在湖南省长沙市举行。活动现场，湛江国联水产开发股份有限公司（以下简称"国联水产"）旗下龙霸煲 虾、水煮汉虾、马蹄虾块、香酥黄金鱼条、风味烤鱼等系列产品悉数亮相。在本次招商推介会现场，湖 南文和友小龙虾有限公司等七家湖南企业与国联水产成功达成签约合作，销售总金额近五亿元。 （编辑 郭之宸） 与此同时，企业依托湛江现代化海洋牧场优势，联动本地科研资源，推动生态养殖与精深加工深度融 合，既助力湛江巩固海洋渔业产量和产值连续30年居全省首位的优势，也为区域海洋经济结构优化注入 动能。 业内人士认为，此次"广货行天下 湛品进星城"活动，并非简单的产品展示，也是国联水产全产业链实 力、产品创新能力的集中检阅，更是湛江水产产业转型成果与城市品牌魅力的立体呈现。当来自南海的 湛品走进长沙，不仅打通了产地与内陆市场的产销壁垒，更以美食为媒介，让更多人了解湛江海洋经济 的发展实力。 展望未来，国联水产方面称，公司将持续坚守链主担当，以2026年"保质量、保交付、保利润"行动纲领 为指引，深耕预制菜赛道，推进产品创新与品质升级，深 ...

Core Insights - The South African canned fruit industry is looking to learn from China's advancements in brand building, marketing, and technological innovation, which are seen as valuable references for local producers [1][2] - The World Fruit Processing Congress, held every two years, will take place in Beijing, China in 2025 and in South Africa in 2027, providing a platform for deepening industry dialogue between South Africa and major producing countries, including China [1] - The canned food sector is viewed as a vital part of the food industry, integrating agricultural raw materials, manufacturing, technology, value chains, and market demand [1] Industry Developments - South Africa's canned fruit producers association represents over 300 fruit producers, indicating a significant industry presence [1] - The association has invested heavily in research and development, including the cultivation of the "Keisie" peach variety specifically for canned processing [2] - There is a growing recognition of the potential for South African products in the Chinese market, particularly as consumer demand shifts towards high-quality and specialty products [2] Market Opportunities - The signing of a trade agreement in late 2025 will allow South African fresh stone fruits like peaches, plums, and prunes to enter the Chinese market, which is expected to increase trade volume and enhance consumer trust in South African agricultural products [2] - Canned fruits are highlighted for their long shelf life, which is crucial in ensuring stable supply and enhancing food safety amid global supply chain uncertainties [2]

本报讯(记者李勇)"聚核、强链、增韧"，随着系统性改革的持续推进，獐子岛（002069）集团股份有限 公司(以下简称"獐子岛")核心主业不断显露复苏暖意。据獐子岛1月30日晚间披露的业绩预告，经初步 核算，该公司预计2025年度归属于上市公司股东的净利润亏损1050万元至1500万元，同比减亏31.55% 至52.08%；预计扣除非经常性损益后的净利润亏损5000万元至7000万元，同比减亏37.82%至55.58%。 对于业绩的减亏，獐子岛在公告中表示，2025年，该公司持续推动产品结构优化与运营管理提升，销售 毛利实现同比增长。但受终端消费市场需求整体偏弱影响，毛利改善幅度未达预期。同时，该公司深化 精细化管理，不断提升运营效率，期间费用同比实现下降。公告还显示，报告期内，因该公司的控股子 公司发生补缴税款及滞纳金，导致所得税费用及营业外支出同比增加较大，对净利润造成显著影响。此 外，为盘活资产、优化资源配置，该公司积极推进资产结构调整，通过处置部分闲置及低效资产实现了 相应的处置收益和投资收益，对本报告期利润产生积极贡献。 业绩预告中，獐子岛对2026年进行展望时表示，该公司将继续深化内部改革，全面强化 ...