Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index recovering after an initial dip, while the ChiNext Index experienced a high of 2.8% before retreating [1] - As of the midday close, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 1.07%, and the ChiNext Index was up by 2.13% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.5 trillion yuan, with over 2000 stocks experiencing gains [1] Group 2 - The battery sector saw initial gains, with CATL's A and H shares reaching new highs, and CATL's stock price increasing by 9.85% [1] - Other notable performers included Zhongyi Technology hitting the daily limit, while Tianhong Lithium and Lijia Technology also showed significant gains [1] - The gaming sector later surged, with Xinghui Entertainment and Perfect World both hitting the daily limit, followed by increases in Sanqi Interactive and Giant Network [1] Group 3 - Other active sectors included the prepared food concept, automotive supply chain, and CRO concept stocks [1] - Conversely, the cultural media, real estate, and precious metals sectors experienced notable declines [1]

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。 届时，预制菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入强制 信息披露范畴。 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。截至午盘，预制菜 （885951）指数涨0.84%，得利斯与三江购物涨停，盖世食品、国联水产、惠发食品涨超5%，天康生 物、欧福蛋业等个股跟涨。 （文章来源：21世纪经济报道） ...

Group 1 - The core viewpoint of the article highlights the ongoing market reaction to the "prepared food dispute" involving Luo Yonghao and Xibei Catering, with a notable increase in the prepared food index and several stocks reaching their daily limit [2] - The prepared food index rose by 0.84% as of midday, with stocks such as Delisi and Sanjiang Shopping hitting the daily limit, while others like Gais Food, Guolian Aquatic, and Huifa Food increased by over 5% [2] - The National Health Commission has led the drafting of the "National Standards for Food Safety of Prepared Foods," which has passed expert review and is set to be publicly solicited for opinions, indicating a move towards standardized regulations in the industry [2] Group 2 - The upcoming standards will provide a unified definition for prepared foods, impacting how restaurants use and disclose information about these products [2]

Group 1 - The pre-made dish concept in the A-share market is gaining traction, with companies like Weizhi Xiang and Delisi experiencing significant stock price increases, including hitting the daily limit up [1][3] - The recent comments by Luo Yonghao regarding Xibei have reignited public interest in the pre-made dish industry [2] - The National Market Supervision Administration is in the process of finalizing a national food safety standard for pre-made dishes, which is expected to clarify the classification and safety requirements for these products [2] Group 2 - The draft standard for pre-made dishes, led by the National Health Commission, has passed review and will soon be open for public consultation, marking a significant step towards regulatory clarity in the industry [2] - The new standard will include mandatory disclosure requirements for restaurants regarding the use of pre-made dishes, which will help standardize practices across the industry [2] - The draft outlines definitions, safety indicators, and processing methods for pre-made dishes, emphasizing the prohibition of preservatives, thus focusing on safety benchmarks for regulatory enforcement [2]

Core Viewpoint - The A-share pre-made dish sector has shown positive momentum, with a general increase in stock prices, indicating growing investor interest in this market segment [1][2]. Group 1: Market Performance - As of the midday close on September 15, the overall increase in the pre-made dish concept sector was 0.65% [1]. - Out of 58 pre-made dish concept stocks, 39 stocks experienced price increases, with notable performers including Delisi, which hit the daily limit, and Gais Food and Guolian Aquatic Products, both rising over 7% [2]. Group 2: Company Performance - Spring Snow Food reported a year-on-year increase in both revenue and net profit, attributing part of this growth to a 10% increase in pre-made dish business, particularly a 25% rise in export sales [2]. - Delisi projected that pre-made dish revenue would account for 21.67% of its total operating revenue in 2024, reflecting a year-on-year increase of 0.56 percentage points [2]. - Delisi has a total production capacity of 180,000 tons for pre-made dishes, including 100,000 tons for pork and chicken, 30,000 tons for beef, and 50,000 tons at its Shaanxi base [2].

Market Overview - A-shares showed mixed performance on September 15, with the ChiNext Index leading the gains [1] - The Shanghai Composite Index decreased by 0.20% to 3862.96, while the Shenzhen Component Index increased by 1.12% to 13068.64, and the ChiNext Index rose by 2.62% to 3099.47 [2] Sector Performance - The semiconductor sector, automotive chip concept, and storage chip concept saw significant gains, while cultivated diamonds and copper industries weakened [1] - Energy metals, energy storage, and photovoltaic equipment sectors led the gains, with CATL and Sungrow Power achieving historical highs, with increases of 11.38% and 8.16% respectively [3] New Energy and Automotive Sector - The new energy concept stocks surged, with Tianqi Lithium hitting the daily limit, and smart driving concepts also active, with multiple stocks like Suoling Co., Shanzigao Technology, and others reaching their daily limits [5] - The Ministry of Industry and Information Technology released a plan aiming for 32.3 million vehicle sales in 2025, with a target of 15.5 million for new energy vehicles, reflecting a 20% year-on-year growth [7] Pre-made Food Sector - The pre-made food sector showed strong activity, with stocks like Huifa Food and Delisi hitting the daily limit, driven by the upcoming national standards for food safety [8][9] Robotics Sector - The robotics sector experienced a rise, with companies like Zhongdali De and Wanxiang Qianchao hitting the daily limit, following comments from Elon Musk about advancements in Tesla's Optimus robot [10][11] Company-Specific News - Pop Mart's stock fell nearly 8% after a downgrade from JPMorgan, with concerns over the market's rational return regarding its IP heat [12]

Core Viewpoint - The pre-prepared food industry in China is experiencing significant growth, driven by new national standards and increasing consumer demand, despite existing concerns about food safety and nutrition [1][2][3] Group 1: Market Response - The pre-prepared food index opened with a 0.41% increase, with several companies like Delisi and Weizhi Xiang hitting the daily limit up [1] - The market size of pre-prepared food in China reached 485 billion yuan in 2024, marking a 33.8% year-on-year growth, and is expected to exceed 617.3 billion yuan by 2025 [1] Group 2: Regulatory Developments - A draft national standard for pre-prepared food has passed review and will soon seek public opinion, marking the first time restaurant usage of pre-prepared food will be disclosed [1] - The new standards aim to enhance food safety and promote high-quality development in the industry, with a focus on prohibiting preservatives and ensuring food is safe for consumption [1][2] Group 3: Industry Dynamics - There are over 74,000 existing pre-prepared food-related enterprises in China, with approximately 9,500 new registrations in 2025 alone [2] - The industry is seeing a resurgence in enterprise registrations after a decline in 2021-2022, with expectations of reaching over 10,000 new registrations by 2024 [2] Group 4: Consumer Concerns - Despite the growth, consumer skepticism remains a significant challenge, with many questioning the safety and nutritional value of pre-prepared foods due to the lack of clear national standards [2] - Urgent action is needed to establish national standards and issue licenses to ensure consumer rights and safety [2] Group 5: Cost Implications - The new national standards may increase production costs by 15% to 30% due to requirements for banning preservatives and upgrading cold chain logistics [3] - Smaller factories that cannot afford the necessary upgrades may face acquisition or exit from the market within two years of the standards' implementation, while leading brands could benefit from increased market share through economies of scale [3]

Core Viewpoint - The pre-made food sector is experiencing a strong initial performance, with several companies seeing significant stock price increases despite ongoing public disputes among industry figures [1] Group 1: Market Performance - On September 15, the pre-made food concept saw a strong initial rise, with companies such as Delisi (得利斯, 002330.SZ) and Huifa Foods (惠发食品, 603536.SH) reaching their daily price limit [1] - Other companies in the sector, including Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Central Kitchen (千味央厨, 001215.SZ), Gais Food (盖世食品, 836826.BJ), and Yike Foods (益客食品, 301116.SZ), also experienced stock price increases [1]

Core Viewpoint - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which saw a strong initial performance on September 15, with several stocks reaching their daily limit up [3]. Prepared Food Sector Performance - The prepared food concept showed strength with stocks like Delisi (得利斯, 002330.SZ) and Huifa Food (惠发食品, 603536.SH) hitting the daily limit up. Other stocks such as Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Yangchu (千味央厨, 001215.SZ), and Gaishe Food (盖世食品, 836826.BJ) also experienced gains [3][4]. Company-Specific Insights - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year. The chairman emphasized that the prepared food industry faces both opportunities and challenges, including increasing consumer demand diversity and intensified competition [7]. - Qianwei Yangchu acknowledged the trust crisis in the prepared food industry and has implemented measures to address it, focusing on strict source control and supply chain upgrades, as well as establishing a comprehensive quality monitoring system [7].