人民财讯9月15日电，预制菜概念盘初表现活跃，截至发稿，得利斯涨停，国联水产、盖世食品等跟 涨。消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公开 征求意见。 转自：证券时报 ...

预制菜概念盘初走强，得利斯涨停，味知香、国联水产、千味央厨、盖世食品、益客食品、惠发食品等 跟涨。 ...

Core Viewpoint - The involvement of Luo Yonghao in promoting LXJ International Holdings Limited (Lao Xiang Ji) during its IPO process has garnered significant attention, overshadowing traditional investment banks and VCs [1][3][24]. Group 1: IPO Progress and Financial Performance - Lao Xiang Ji's updated prospectus indicates a projected valuation range of 15-20 billion RMB [4][10]. - For 2024, the company achieved a revenue of 6.288 billion RMB, reflecting an 8.59% year-on-year growth, and a net profit of 409 million RMB, up 8.84% [5]. - In the first four months of 2025, the company continued its growth trajectory with revenues of 2.12 billion RMB and a net profit of 174 million RMB, representing year-on-year increases of 9.92% and 7.27% respectively [5]. Group 2: Store Expansion and Business Model - As of April 30, 2025, Lao Xiang Ji operated 1,564 stores across 58 cities in 9 provinces, with 911 being direct-operated and 653 franchised [7]. - The company transitioned 146 direct-operated stores to franchised ones in 2024, marking a historical high, and added 88 franchised stores in the first four months of 2025 [8]. - The revenue share from independent franchise stores surpassed 51.1%, indicating a shift in revenue structure [9]. Group 3: Historical Context and Financing - Lao Xiang Ji has undergone multiple IPO attempts, with at least four formal submissions, including two for A-shares and two for H-shares, with the latest submission occurring on July 7, 2023 [17][21]. - The company has completed two rounds of financing since its inception, with the first round in 2019 raising 200 million RMB at a post-investment valuation of 4 billion RMB [15]. - A Pre-IPO round in December 2021 raised additional funds, leading to a post-investment valuation of approximately 18 billion RMB [15]. Group 4: Market Perception and Challenges - The recent public endorsement by Luo Yonghao has led to speculation about the likelihood of a successful IPO for Lao Xiang Ji, with some netizens humorously suggesting that the company should support Luo in his legal battles to maintain the publicity [24]. - Despite the positive buzz, experts caution that previous IPO rejections were due to unresolved issues, such as high family ownership stakes and relatively low profit margins compared to competitors [25][26][27].

预制菜这事儿，时不时就来一波流量。最近的这一波，由两个"超级流量发动机"引发，吵到了各个平台都刷屏的程度。 图源：图虫创意 那么，大家到底在吵什么？双方都觉得委屈不满，都在抛出质问与呼吁，背后真正的关切点是什么？ 为了更好地理解这场讨论，先来说说"预制菜"这个词。 2、后来，人流比较多了，餐馆会提前杀鹅、去毛、清洗好"备用"。等到你点了之后，拿出来剁块、炖熟、上桌。 3、随着餐厅进一步发展，客流更大，餐馆会提前剁好鹅，把调料包也准备好，你下单之后就下锅开炖，然后上桌。 4、再进一步，客人越来越多，餐馆就提前炖好放在锅里，你下单之后，直接装盘上桌。 5、再后来，餐馆提前炖好更多，分成小份放在冰箱里冷藏/冷冻，你下单之后，就拿出一份来加热、上桌。 在"预制菜"出现之前， 你在餐厅吃的菜是怎么做出来的？ 举个简单的例子，一个餐厅卖的"铁锅炖大鹅"，大致有以下的操作方式： 1、最早的时候，餐厅小，客流也不多，你去点了单，餐馆可以抓只鹅给你过目，然后宰杀、去毛、清洗、剁块、炖熟、上桌。 图源：图虫创意 6、再往后，餐馆引入了现代食品加工设备，采取加工食品的灭菌和包装工艺，可以常温保存，你点了之后直接开袋上桌，有客人需要 ...

罗永浩与西贝的争论持续发酵，将预制菜推向了聚光灯下。 目前，资本市场上有哪些预制菜概念股？第一财经根据Wind梳理发现，目前预制菜板块共有A股公司31 家，涉及金龙鱼（300999.SZ）、双汇发展（000895.SZ）、三全食品（002216.SZ）等，绝大多数为主 板公司（29家），另有创业板公司2家，为金龙鱼、国联水产（300094.SZ）。 预制菜概念股中，不乏百亿市值甚至千亿市值的公司。根据Wind数据"总市值1"指标，截至9月12日收 盘，金龙鱼总市值达到1797.26亿元，是预制菜板块中唯一一家市值千亿的上市公司。排在第二、三位 的是双汇发展、新希望（000876.SZ），最新总市值分别为890.76亿元和466.47亿元。 此外，安井食品（603345.SH）、步步高（002251.SZ）、涪陵榨菜（002507.SZ）的最新总市值也均超 百亿元。另有10只预制菜概念股总市值在50亿元至100亿元之间，涉及广州酒家（603043.SH）、三全 食品（002216.SZ）、绝味食品（603517.SH）等。总市值排名靠后的则是春雪食品（605567.SH）、大 湖股份（600257.SH）、惠发 ...

预制菜概念股中，不乏百亿市值甚至千亿市值的公司。 | | | | 预制菜板块相关概念股表现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 9月12日 | 9月12日 | 9月12日 | 7月初至今 | 年初至今 | | 证券代码 | 证券简称 | 收盘价 | 涨跌幅 | 总市值1 | 涨跌幅 | 涨跌幅 | | | | (元) | (%) | (亿元) | (%) | (%) | | 300999.SZ | 金龙鱼 | 33.15 | -2.04 | 1,797.26 | 12.26 | 2.02 | | 000876.SZ | 新希望 | 10.36 | -0.77 | 466.47 | 10.67 | 15.60 | | 000895.SZ | 双汇发展 | 25.71 | -0.66 | 890.76 | 8.09 | 4.56 | | 603345.SH | 安井食品 | 74.01 | -1.46 | 237.89 | -7.97 | -6.81 | | 002726.SZ | 龙大美食 | 5.80 | 1.93 | 62.59 ...

特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 罗永浩说预制菜是另一种形式的罐头 ...

专题：罗永浩悬赏10万元，再怼西贝"天下苦预制菜不透明久矣"，西贝反手上线罗永浩菜单 9月12日晚间消息，罗永浩今晚在多个平台直播，再谈预制菜。罗永浩表示，要先说清楚预制菜的意 思。比如，常识就知道，炒一个芹菜香干，香干肯定是预制好的，但正常人说饭馆的菜是现做的时候， 这个事情没有多大分歧，是他们假装有分歧。 【点击进入直播间：罗永浩在线回应与西贝争议】 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：梁斌 SF055 "如果做慢炖10个小时的菜，有可能明天吃，今天先炖上。但是谁会提前一个月两个月三个月做好先冻 上呢。"罗永浩在直播中呼吁国标尽快出台，他表示，是餐饮企业耍流氓，说预制菜定义很复杂，其实 并不复杂。 ...

Core Viewpoint - The core issue in the conflict between Luo Yonghao and Jia Guolong is the differing interpretations of the term "pre-made dishes," which reflects broader consumer expectations and pricing perceptions in the restaurant industry [5][12][30]. Group 1: Pricing and Consumer Perception - The price point of West B is perceived as high, leading to consumer confusion regarding its value proposition [13][15]. - Consumers are willing to pay for quality but expect a corresponding taste experience, especially when spending significant amounts on dining [11][30]. - The restaurant's pricing strategy does not align with consumer expectations, resulting in a perception of poor value for money [17][30]. Group 2: Brand Positioning and Strategy - West B's brand positioning has been inconsistent, shifting from a focus on becoming a mass-market brand akin to McDonald's to a family-oriented dining experience [19][23]. - The restaurant's attempts to cater to various market segments have led to a muddled brand identity, causing consumer confusion [24][26]. - The strategic shifts over the years have not effectively established a strong brand presence, which is crucial in the culturally driven restaurant industry [25][32]. Group 3: Market Dynamics and Competition - Successful restaurant brands in China typically maintain a price point around 20 RMB, appealing to the disposable income of consumers in lower-tier cities [22][23]. - The competitive landscape includes brands that have successfully penetrated the market with clear positioning and pricing strategies, contrasting with West B's fluctuating approach [22][23]. - The ongoing debate about pre-made dishes highlights the need for clarity in product offerings and consumer communication within the industry [8][30].

Core Viewpoint - The article discusses the recent conflict between Luo Yonghao and Xibei regarding the pre-prepared food industry, highlighting the challenges and perceptions surrounding pre-prepared meals in China [1][2]. Industry Overview - The pre-prepared food industry gained popularity during the pandemic, with Xibei's attempt to enter the market through "Jia Guolong Kungfu Cuisine," which ultimately did not succeed [2][4]. - Pre-prepared food is an important part of food industrial development, with penetration rates in countries like the US and Japan reaching 60%, while China's penetration is only 10-15% but growing rapidly [5][6]. Market Trends - The growth of the pre-prepared food sector in China is driven by several trends: 1. Increased penetration of food delivery services, which require high efficiency and safety standards [6][8]. 2. The trend of restaurant chain development, which enhances food industrial and logistics capabilities [8][11]. Regulatory Changes - New regulations in 2024 will redefine pre-prepared food, excluding certain types of food processing from the category, which may impact market dynamics [13][16]. Consumer Perception - There is a significant consumer skepticism towards pre-prepared meals, especially when they perceive they are paying for freshly made food but receiving pre-prepared options instead [4][16]. - The article suggests that the current economic environment makes it difficult for the pre-prepared food industry to thrive, as consumers are not seeing price reductions despite lower costs for restaurants [16]. Investment Outlook - The article expresses a cautious outlook on investing in the pre-prepared food sector, suggesting that upstream companies focusing on standardized products may have a competitive advantage [16].