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].

资料显示，浙江五芳斋实业股份有限公司位于浙江省嘉兴市秀洲区新城街道木桥港路677号兴耀商务广 场1幢，成立日期1998年4月27日，上市日期2022年8月31日，公司主营业务涉及以糯米食品为主导的食 品研发、生产和销售。主营业务收入构成为：粽子系列81.88%，蛋制品、糕点及其他11.56%，餐食系 列4.36%，其他(补充)2.20%。 五芳斋所属申万行业为：食品饮料-食品加工-预加工食品。所属概念板块包括：预制菜、高派息、电子 商务、增持回购、小盘等。 截至6月30日，五芳斋股东户数1.67万，较上期增加34.30%；人均流通股7295股，较上期减少25.54%。 2025年1月-6月，五芳斋实现营业收入15.92亿元，同比增长0.66%；归母净利润1.95亿元，同比减少 16.70%。 9月26日，五芳斋盘中上涨2.10%，截至10:27，报17.97元/股，成交2378.94万元，换手率0.68%，总市值 35.42亿元。 分红方面，五芳斋A股上市后累计派现3.47亿元。 资金流向方面，主力资金净流入132.88万元，大单买入370.34万元，占比15.57%，卖出237.46万元，占 比9.98%。 ...

Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Wens Foodstuff Group Co., Ltd, including stock price fluctuations and revenue growth [1][2][3] - As of September 25, Wens' stock price decreased by 2.11% to 18.58 CNY per share, with a total market capitalization of 123.63 billion CNY [1] - The company has seen a year-to-date stock price increase of 13.91%, with a 2.62% decline over the last five trading days [1] Group 2 - For the first half of 2025, Wens reported a revenue of 49.88 billion CNY, reflecting a year-on-year growth of 6.67%, and a net profit of 3.48 billion CNY, which is a significant increase of 161.77% [2] - The company has distributed a total of 28.12 billion CNY in dividends since its A-share listing, with 4.94 billion CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 20.62% to 91,000, while the average circulating shares per person increased by 43.71% to 65,602 shares [2][3]

素来标榜"酸菜比鱼好吃"的太二，终于把重点放到了"鱼"上。 自今年以来，不少消费者发现，"酸菜鱼顶流"太二变了模样，几家门店一改以往黑白漫画的装修风格，采用可视化透明开放厨房的设计，装修色调也更为 柔和明亮；而在菜品方面则增加了热菜小炒，推出"活鱼、鲜鸡、鲜牛肉"三大招牌，可以说是从内向外开启了一场"鲜活升级"。 "鲜活升级"后的太二酸菜鱼菜单。（图/太二酸菜鱼小程序） 天眼查数据显示，广州太二餐饮连锁有限公司创立于2016年，是九毛九连锁餐饮集团的重要成员之一，至今创立刚满十年。 从预制菜争议、不可改辣度到不接待四人以上，太二这十年，是傲娇的十年、是退让的十年，也是被消费者教育的十年。 眼下，太二所采取的一系列升级动作也预示着，在近年多次的"预制菜风波"之后，这个历经十年的连锁餐饮品牌，开始了又一次重要的市场调整。 此前，九毛九品牌负责人在接受智通财经采访时透露，这项"鲜活升级"的计划已经于今年3月份开启，预计到今年年底完成150家门店调改，到2026年完成 所有门店调改升级。在大众点评App上可以看到，目前包括上海、杭州在内的多家太二门店已经显示"商户暂停营业"，并配以"即将开业，全新鲜活升 级"的海报字 ...

Group 1 - The core point of the news is that Sam's Club has launched several prepared dishes from Jiu Mao Jiu Group, indicating a significant increase in the company's focus on the retail channel for prepared foods [2] - Jiu Mao Jiu Group's traditional restaurant business is facing challenges, with a reported revenue of 2.753 billion yuan and a net profit of 61 million yuan for the first half of 2025, while the revenue from prepared food sales surged from 54.96 million yuan in the first half of 2024 to 132 million yuan in the first half of 2025, marking a 140% increase [2] - The prepared food segment has become the only rapidly growing area for Jiu Mao Jiu Group amidst declining revenues from its three core brands [2] Group 2 - The brand "Tai Er Sauerkraut Fish," once a dining sensation, has seen its table turnover rate drop from 4.9 times per day in 2019 to 2.2 times per day by mid-2025, with the average customer spending decreasing from 80 yuan to 73 yuan [3] - In response to operational pressures, Jiu Mao Jiu Group is actively seeking transformation by launching the "5.0 Fresh Model" for Tai Er, which includes renovations and the addition of chefs for on-site cooking to enhance food freshness [3] - The rapid development of the prepared food retail business is seen as a critical breakthrough for the group in light of sluggish growth in dine-in services [3]

资料显示，江西煌上煌集团食品股份有限公司位于江西省南昌市南昌县小蓝经济开发区洪州大道66号， 成立日期1999年4月1日，上市日期2012年9月5日，公司主营业务涉及酱卤肉制品及佐餐凉菜快捷消费食 品的开发、生产和销售。主营业务收入构成为：鲜货产品60.71%，米制品业务31.67%，屠宰加工 4.12%，包装产品1.97%，其他(补充)1.49%，检测业务0.04%。 煌上煌所属申万行业为：食品饮料-休闲食品-熟食。所属概念板块包括：预制菜、小盘、社区团购、新 零售、休闲食品等。 截至9月19日，煌上煌股东户数3.75万，较上期减少9.18%；人均流通股13648股，较上期增加10.10%。 2025年1月-6月，煌上煌实现营业收入9.84亿元，同比减少7.19%；归母净利润7691.99万元，同比增长 26.90%。 分红方面，煌上煌A股上市后累计派现5.18亿元。近三年，累计派现1.69亿元。 9月24日，煌上煌盘中上涨2.10%，截至13:04，报13.14元/股，成交5309.09万元，换手率0.80%，总市值 73.51亿元。 资金流向方面，主力资金净流出276.38万元，特大单买入119.03万 ...

Core Viewpoint - The article discusses the rapid growth and acceptance of the prepared food industry in China, highlighting the success of Anjii Foods as a leading player in this market despite negative perceptions surrounding pre-prepared meals [11][30]. Group 1: Industry Background - The prepared food industry is thriving, with Anjii Foods emerging as a dominant player, achieving revenue growth from 3.4 billion in 2017 to 15.1 billion in 2022 [28]. - The industry has its roots in Zhengzhou, where significant companies like Sanquan and Si mian originated, establishing a strong foundation for the prepared food market [19][17]. - Anjii Foods strategically avoided direct competition with established brands by focusing on less prioritized food categories and leveraging regional distribution channels [21][24]. Group 2: Consumer Behavior - Despite a growing trend towards freshly cooked meals, consumer demand for prepared foods remains strong, with Anjii's prepared food revenue share increasing from 28% to 31% in 2023 [40]. - The company capitalizes on consumer preferences by offering low-priced, high-quality prepared meals, which resonate well with the market [42][44]. - Anjii Foods has successfully identified and produced popular dishes, adapting to regional tastes and preferences, thus enhancing its market appeal [48][50]. Group 3: Market Dynamics - Controversies surrounding prepared foods have paradoxically benefited companies like Anjii, as public discussions lead to increased awareness and acceptance of the category [60][62]. - The upcoming national standards for prepared foods are expected to further legitimize the industry, potentially boosting market growth [61][64]. - Anjii Foods is also exploring international markets, aiming to address challenges like chef shortages and standardization in overseas Chinese cuisine [64][65].

Group 1 - The company is currently focusing its marketing strategy on daily sales, particularly for products like dough mixers and electric ovens [1] - There is a significant investor interest in the prepared food sector, prompting inquiries about the company's marketing response to this trend [1]

Core Viewpoint - Shennong Group's stock has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 11.48%, indicating volatility in the market [1]. Financial Performance - For the first half of 2025, Shennong Group reported a revenue of 2.798 billion yuan, reflecting a year-on-year growth of 12.16% [2]. - The net profit attributable to shareholders reached 388 million yuan, showing a significant year-on-year increase of 212.65% [2]. Shareholder Information - As of September 20, 2025, the number of shareholders for Shennong Group increased to 20,700, with an average of 25,309 circulating shares per shareholder, a slight decrease of 0.12% [2]. - The company has distributed a total of 331 million yuan in dividends since its A-share listing, with 131 million yuan distributed over the past three years [3]. Stock Performance and Market Activity - As of September 23, Shennong Group's stock price was 30.88 yuan per share, with a market capitalization of 16.199 billion yuan [1]. - The stock has seen a net outflow of 4.0878 million yuan in principal funds, with large orders accounting for 10.35% of purchases and 18.13% of sales [1]. Business Overview - Shennong Group, established on August 9, 1999, and listed on May 28, 2021, primarily engages in the production and sale of feed products, pig farming, slaughtering, and pork sales [1]. - The revenue composition includes 76.08% from live pigs, 18.37% from pork products and by-products, 3.72% from feed, 0.94% from deep processing products, and 0.89% from other sources [1].