Core Viewpoint - Xibei has announced a series of changes in response to public criticism regarding the use of pre-prepared dishes, committing to improve food preparation practices by transitioning from central kitchen processing to in-store cooking by October 1, 2025 [1][3][4] Summary by Relevant Sections Company Response - Xibei's founder, Jia Guolong, issued an apology and acknowledged the need for improvement, stating that the company will adopt a transparent approach and learn from competitors [1][4] - The company plans to implement nine specific changes to its menu and food preparation methods by the deadline [3][4] Planned Changes - All dishes using soybean oil will switch to non-GMO soybean oil - Children's meals will be prepared on-site rather than using pre-prepared ingredients - Specific adjustments include: - Beef rice and sauce will be stir-fried in-store - Beef patties will be made fresh on-site - Fish will be cut and cooked fresh at the restaurant - Lamb skewers will be prepared fresh at the restaurant - Pork in sauerkraut will be cooked fresh - Various other dishes will also transition to fresh preparation methods [3][4] Market Reaction - The controversy has sparked increased interest in the pre-prepared food sector, with related stocks experiencing significant gains, such as Gai Shi Food rising over 10% [1]

Core Viewpoint - Xibei has issued an apology acknowledging the significant gap between its production processes and customer expectations, committing to improvements in response to customer feedback [2][4][6] Group 1: Apology and Commitment to Change - Xibei expressed deep regret for the inconvenience and concerns caused to customers and thanked those who provided feedback [2][4] - The company emphasized its adherence to strict food safety standards and relevant laws [2] - Xibei plans to implement several adjustments in its operations by October 1, 2025, to enhance customer experience [6][4] Group 2: Specific Changes to Menu and Operations - All dishes using soybean oil will switch to non-GMO soybean oil [6] - Children's meals will be prepared fresh at the store, including beef rice and beef patties [6] - Other menu items, such as fish sticks and lamb skewers, will also be made fresh on-site [6][4] - The company is working with suppliers to address concerns regarding food shelf life while ensuring safety [4][6] Group 3: Industry Reactions and Support - Yu Donglai, founder of Pang Donglai, expressed hope that the public would support Xibei in its efforts to improve rather than destroy the brand [9] - Yu acknowledged the challenges of running a business and encouraged rational understanding from the public [9] - Luo Yonghao responded to Yu, urging him to clarify the situation before being misled by others [10]

Core Viewpoint - The company, Xibei, issued an official apology and announced plans to improve customer experience by shifting food preparation from a central kitchen to in-store processing by October 1, 2025 [1][3][6]. Summary by Relevant Sections Customer Experience Improvements - Xibei aims to enhance customer satisfaction by adjusting its food preparation processes to be conducted on-site at stores [1][3]. - Specific changes include: 1. Switching to non-GMO soybean oil for all dishes cooked with soybean oil. 2. Preparing children's beef rice and sauce on-site. 3. Making children's beef patties fresh at the store. 4. Using fresh, whole fish for children's fish sticks, cooked on-site. 5. Preparing lamb skewers fresh at the store [3][4]. Food Safety and Quality Assurance - The company emphasizes its commitment to food safety and compliance with national regulations, stating that it is actively communicating with suppliers to shorten product shelf life while ensuring safety and inventory turnover [4][6]. Financial Impact and Customer Response - Following recent controversies, Xibei experienced a significant drop in customer traffic, with daily revenues falling by approximately 1 million yuan on September 10 and 11, and an estimated drop of 200,000 to 300,000 yuan on September 12 [6]. - The founder, Jia Guolong, acknowledged the impact of public criticism and expressed a commitment to transparency and improvement, stating that the situation has prompted the company to learn from competitors [6].

Core Viewpoint - The recent discussions surrounding "pre-prepared dishes" highlight consumer concerns regarding their right to know and the demand for improved food quality in the restaurant industry [1][5][9]. Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products, processed industrially without preservatives, and requiring heating or cooking before consumption [2][11]. - The use of pre-prepared dishes can enhance operational efficiency in the restaurant industry, particularly in fast-food settings, by allowing for quick meal preparation [2][4]. Group 2: Safety and Nutritional Aspects - Fresh ingredients retain more nutrients, but pre-prepared dishes can still meet nutritional needs if produced and handled according to food safety standards [3]. - The safety of pre-prepared dishes is a concern, especially with smaller restaurants that may not ensure proper food safety, leading to a negative perception among consumers [5][6]. Group 3: Industry Practices and Consumer Rights - Many large chain restaurants utilize pre-prepared dishes due to safety regulations and cost efficiency, which can enhance customer experience by speeding up service [4][5]. - There is a call for clearer definitions and standards for pre-prepared dishes to improve consumer trust and ensure transparency in the food service industry [5][8][9]. Group 4: Regulatory Measures and Future Directions - Recent initiatives aim to promote the safe use of pre-prepared dishes in restaurants, ensuring consumers are informed about their use [10][14]. - Experts suggest that standardization, transparency, and innovation are crucial for the future development of the pre-prepared dish industry [8][9].

Core Viewpoint - The article discusses the controversy surrounding the use of pre-prepared dishes in the restaurant industry, highlighting the importance of consumer awareness regarding such practices [1]. Group 1 - Luo Yonghao stated that the owner of Hua Yu Hua has apologized, indicating that the issue can be considered resolved, as it was merely a side issue [1]. - The main focus remains on the necessity for restaurant companies to provide consumers with the right to know when pre-prepared dishes are used [1].

Core Viewpoint - The controversy surrounding Xibei restaurant, triggered by a negative comment from Luo Yonghao about the use of pre-prepared dishes, has significantly impacted its reputation and sales [1][3][13]. Group 1: Company Background - Xibei, founded by Jia Guolong, has over 400 locations and annual revenue exceeding 6 billion yuan [3][12]. - The company has a history of emphasizing high-quality ingredients, which has contributed to its higher pricing strategy [4][6]. - Jia Guolong's entrepreneurial journey began in 1988, focusing on quality sourcing and expanding into various restaurant formats [6][8]. Group 2: Controversy and Response - Luo Yonghao criticized Xibei for allegedly serving pre-prepared dishes, leading to a public backlash and a significant drop in sales [1][13]. - Xibei's management, including Jia Guolong, has publicly denied the use of pre-prepared dishes and plans to take legal action against Luo [1][3][14]. - The restaurant's sales reportedly dropped by 1 million yuan on September 11 and an estimated 2 to 3 million yuan on September 12 due to the controversy [13]. Group 3: Industry Context - The issue of pre-prepared dishes has been a contentious topic in the restaurant industry, with other companies like Laoxiangji facing similar accusations [16]. - Legal definitions of pre-prepared dishes differ from consumer perceptions, complicating the public relations challenge for Xibei [16][17]. - The industry is calling for clearer regulations to address the quality of pre-prepared dishes and protect consumer interests [17].

Core Viewpoint - The recent public dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which continues to show strength in the market despite underlying challenges faced by companies in the industry [1] Industry Summary - The prepared food concept saw initial strength on September 15, with companies like Delisi and Huifa Foods hitting the daily limit up, while others such as Weizhi Xiang, Guolian Aquatic, Qianwei Yangchun, Geshifood, and Yike Foods also experienced gains [1] - The prepared food industry is experiencing both growth and challenges, with a rapid increase in market size alongside diversifying consumer demands and intensified competition [1] - Issues such as inconsistent standards, food safety, and regulatory standards are prevalent in the prepared food sector, which are expected to be addressed as relevant standards are gradually introduced [1] Company Summary - 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 [1] - Qianwei Yangchun has acknowledged the trust crisis facing the prepared food industry and is implementing several measures to address this, including strict source control and supply chain upgrades, emphasizing the importance of stable raw material supply and quality [1] - The company has established a comprehensive quality monitoring system and developed quality management protocols for different business segments to ensure product excellence [1]

Group 1: Market Overview - The three major indices opened higher, with the semiconductor sector leading the gains. As of the opening, the Shanghai Composite Index was at 3876.10 points, up 0.14%; the Shenzhen Component Index was at 12971.43 points, up 0.37%; and the ChiNext Index was at 3052.06 points, up 1.05% [1] Group 2: Economic and Policy Developments - China and the U.S. held discussions in Madrid regarding trade issues, including unilateral tariffs and export controls [2] - The Chinese government aims to expand private investment in new productivity and emerging service sectors, as well as promote innovation in biomedicine [2] - The U.S. Department of Commerce added several Chinese entities to its export control list, which China strongly opposes [2] - China initiated anti-dumping investigations on imported related simulation chips from the U.S. [2] Group 3: Financial Data - The social financing scale in China reached 26.56 trillion yuan in the first eight months of 2025, an increase of 4.66 trillion yuan year-on-year. The M2 money supply was 331.98 trillion yuan, growing by 8.8% [3] Group 4: Upcoming Economic Data - The National Bureau of Statistics is set to release key economic data, including industrial value-added, fixed asset investment, and retail sales [4] Group 5: Corporate Announcements - Dongfang Tong was found to have committed serious financial fraud, leading to a proposed fine of 229 million yuan and potential delisting [5] - Dongcai Technology announced that its high-speed electronic resin has been supplied to major server systems including those of Nvidia and Huawei [6] - Tuojing Technology plans to raise up to 4.6 billion yuan for the construction of a high-end semiconductor equipment industrialization base [7] - GoerTek announced plans to acquire 100% equity of Shanghai Aolai through a capital increase of 530 million yuan [8] - TCL Technology intends to invest approximately 29.5 billion yuan in an 8.6-generation printed OLED production line project [9] Group 6: Market Sentiment and Predictions - Analysts from Zhongtai Securities noted a slight stabilization in A-share performance, with improvements in revenue but ongoing pressure on profits. They highlighted three main investment themes: AI-related capital expenditure, consumer spending trends, and dividend-paying sectors [15] - Huatai Securities observed a rebound in A-shares after a brief profit-taking phase, with active trading and a focus on industry trends [15]

Company Overview - Shanghai Liren Lizhuang Cosmetics Co., Ltd. is located at 876 Panyu Road, Xuhui District, Shanghai, established on May 27, 2010, and listed on September 29, 2020 [1] - The company's main business involves e-commerce retail and brand marketing services, with revenue composition being 95.06% from beauty and personal care products and 4.94% from other categories [1] Stock Performance - On September 15, the stock price of Liren Lizhuang fell by 2.03%, closing at 10.15 CNY per share, with a total market capitalization of 4.065 billion CNY [1] - Year-to-date, the stock has increased by 17.61%, but has seen a decline of 1.74% over the last five trading days, a 1.10% increase over the last 20 days, and a 3.70% decrease over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on July 10, where it recorded a net buy of -115 million CNY [1] Financial Performance - For the first half of 2025, Liren Lizhuang reported a revenue of 831 million CNY, a year-on-year decrease of 13.98%, and a net profit attributable to shareholders of -32.76 million CNY, a decrease of 1315.98% year-on-year [2] - The number of shareholders as of June 30 was 42,000, an increase of 47.49% from the previous period, while the average circulating shares per person decreased by 32.20% to 9,540 shares [2] Dividend Information - Since its A-share listing, Liren Lizhuang has distributed a total of 179 million CNY in dividends, with 22.43 million CNY distributed over the last three years [3]

另外，对于网友晒出的"西贝已知的原材料供应商及保质期情况汇总"，罗永浩称，"如果有我的朋友认识这些企业，请跟我联系，多谢。" 9月15日0:20，罗永浩转发此前网络流传的贾国龙群中道歉截图，并喊话贾国龙："贾总，你说我是网络黑社会，我认为你是诬蔑诽谤。这 次的事件，总是我说几句，你说几句，容易各说各话，媒体转来转去也容易出现信息偏差，我们还是找一个大的网络平台直播，当面公 平公正冷静理性地对一次话吧。相信这也能澄清西贝的真相，并且对中国预制菜产业和餐饮行业的健康发展做一些贡献。" 【导读】罗永浩凌晨喊话贾国龙，希望通过网络平台直播对话 "罗永浩怒了"之后，西贝预制菜纷争再次升级！ 9月14日晚间到9月15日凌晨，罗永浩继续在微博上"炮轰"西贝。 例如，有媒体援引西贝门店负责人称，"羊肉每年一次集采冷冻发往全国，我们不可能天天杀羊。"对此，罗永浩表示，"每年集采一 次……这是跟新鲜食材有仇吗？" | FEA ELIAN PIP. JEWIRD | | --- | | 改。 | | 做饭的围着吃饭的转, | | 你说昨好就昨办。 | | 顾客虐我千百遍,我 | | 待顾客如初恋。 | | 西贝从今以后打明牌, | ...