Group 1 - DeepSeek and Yushu Technology were recognized as "smart companies" by MIT Technology Review, highlighting their innovative technology and sustainable business models [3] - The founder of Xibei, Jia Guolong, acknowledged his mistakes in handling a recent controversy and expressed intentions to adopt a more transparent approach, learning from the practices of competitor Pang Donglai [5][6] - Xibei's flagship store in Beijing experienced a significant drop in customer traffic, with a reported decrease of over 70% following the frozen vegetable controversy [12] Group 2 - The ongoing dispute between Jia Guolong and Luo Yonghao regarding the pre-made dishes incident has led to calls for a public live debate to clarify the situation [8][11] - Xibei has temporarily suspended kitchen tours in its restaurants to ensure normal operations and address customer concerns about privacy during filming [12] - The marketing consulting firm Huayi Huayi confirmed that it received over 60 million yuan in consulting fees from Xibei over the past decade, which has sparked discussions about the value of such consulting services [11] Group 3 - Penske Media Corporation (PMC) has filed a lawsuit against Google, alleging that the tech giant illegally used its news content to generate AI summaries, resulting in decreased website traffic [14] - Tesla's German factory plans to increase production due to strong sales data, despite a reported 39% drop in new car registrations in Germany last month [21] - Yao Tang Biotechnology completed a Series B financing round exceeding 300 million yuan, focusing on mRNA and gene editing drug development [22]

Group 1 - The founder of Xibei, Jia Guolong, stated that the company will adopt a transparent approach and learn from Pang Donglai [3][4] - Jia acknowledged his previous handling of a situation was incorrect and emphasized the need for improvement [4] - Xibei has temporarily suspended kitchen tours in response to controversies regarding the use of pre-made dishes [6][7] Group 2 - The National Health Commission is set to publicly solicit opinions on the draft national standards for pre-made dishes, marking a significant regulatory shift in the industry [7][8] - The new housing rental regulations in China, effective from September 15, aim to address key issues in the rental market [7] - Didi announced an average commission rate of 14% for all orders in 2024, clarifying that this does not equate to profit [8]

9月14日，西贝北京一家门店的店长告诉南都湾财社记者，当天已经不能参观后厨了，这已经严重影响 门店的正常营运，总部希望门店把精力放在顾客的堂食体验上，"不然现场太乱，也有就餐的顾客投 诉，同时这也不符合食品安全规定，风险更大"。另外两家北京门店的店长也告诉记者，营业期间，有 顾客正常用餐，门店无法接待后厨参观，如有需求，可以通过门店的明档厨房参观。 西贝上海一家门店店员同样告诉南都湾财社记者，14日上午刚接到通知，因为参观人数太多，严重影响 到门店的正常运营，对现场的工作尤其是高峰期有影响，门店暂停后厨参观活动。上海另一家西贝门店 的店员也表示，14日接到总部通知，考虑到门店要全力服务顾客，目前不开放参观后厨。 西贝广州一家门店的店员告诉南都湾财社记者，门店已经暂停了参观后厨，要优先服务就餐顾客。门店 采用明档厨房，可以直接看见后厨操作。另一家广州门店店员则表示，门店仍可以参观后厨，但是周末 就餐顾客较多，建议等工作日再到店。深圳两家门店店员则表示，可以参观后厨，只需要在现场登记并 遵循参观要求。 9月14日，西贝相关负责人告诉南都湾财社记者，在营业期间，为保障后厨的食品安全标准及门店的正 常经营，西贝邀请媒 ...

1、何立峰将于9月14日至17日率团赴西班牙与美方举行会谈； 2、蓝佛安：未来财政政策发力空间依然充足 财政部门将做好政策储备 主动靠前发力； 3、商务部就美国对华集成电路领域相关措施发起反歧视立案调查； 4、商务部：对原产于美国的进口相关模拟芯片发起反倾销立案调查； 5、江苏半导体协会：美国模拟芯片对华倾销幅度高达300%； 6、中国8月社融增量2.57万亿元，新增人民币贷款0.59万亿元，M2同比增8.8%超预期； 7、财政部：提前下达部分2026年新增地方政府债务限额，靠前使用化债额度； 8、国内单体规模最大陆上风电项目正式运行； 9、央行：9月15日开展6000亿元买断式逆回购操作，期限为6个月； 10、八部门：进一步加大力度促进汽车消费 促进汽车梯次消费、更新消费； 11、八部门：推进智能网联汽车准入和上路通行试点 有条件批准L3级车型生产准入； 12、光伏产业链多环节产品价格明显上涨； 13、餐厅预制菜需要明示！预制菜国标草案过审即将公开征求意见； 14、国家电投集团：今年迎峰度夏发电量达1735亿千瓦时，创历史新高； 15、茅台售价低见1700元； 16、传高盛大幅上调胜宏科技目标价至895元！ ...

Core Viewpoint - The controversy surrounding pre-prepared dishes (pre-cooked meals) has gained significant attention following criticism from a public figure, leading to a broader discussion about transparency and consumer rights in the food industry [1][2][3] Group 1: Company Impact - The criticism from the public figure has resulted in a noticeable decline in customer traffic, with reports indicating a drop of approximately 10% in certain locations [2][7] - The company, Xibei, reported a significant loss in daily revenue, estimating a drop of 1 million yuan on October 10 and 11, with projections of 2 to 3 million yuan on October 12 [2][7] - Xibei has committed to transparency by opening its kitchens for public viewing and providing detailed information about its food preparation processes [5][7] Group 2: Industry Trends - There are over 74,000 companies related to pre-prepared dishes in China, with 31 listed on the A-share market, and around 60% of these companies are expected to see a year-on-year decline in performance for 2024 and the first half of 2025 [1] - The National Health Commission is working on a national standard for food safety concerning pre-prepared dishes, which is expected to be publicly solicited for opinions soon [1] - The ongoing debate highlights a growing consumer demand for clarity regarding the use of pre-prepared dishes in restaurants, emphasizing the importance of consumer rights and informed choices [3][9]

Market Overview - Investors are showing caution ahead of the upcoming Federal Reserve meeting, with mixed performance in US stock indices. The Nasdaq rose by 0.44%, while the Dow Jones fell by approximately 0.6% [2] - Tesla's stock surged by about 7.4%, marking its largest daily increase in nearly three months, with a two-day gain of nearly 14% [2] - The yield on US 10-year Treasury bonds rose by 4.57 basis points, while the dollar experienced its largest weekly decline in about a month [2] - Cryptocurrency markets saw an upward trend, with Bitcoin rising approximately 2% and Ethereum breaking out of a recent trading range with a gain of over 6.2% [2] Domestic Macro - In August, China's new social financing increased by 2.57 trillion yuan, with new loans amounting to 590 billion yuan. The M2-M1 spread reached a four-year low [15][22] Domestic Companies/Industries - Alibaba is working on an "integrated e-commerce ecosystem" aimed at improving profit margins in food delivery and flash sales, with a focus on user structure optimization and operational efficiency [16] - The wholesale price of Feitian Moutai has dropped to 1,770 yuan per bottle, marking a decline of over 20% from its initial listing price [16] - Semiconductor company Chipone has seen its target price raised by Goldman Sachs to 220 yuan, supported by AI orders and a recent acquisition to enhance its CPU IP offerings [17] Industry Trends - The automotive industry is focusing on stabilizing growth through regulatory measures, accelerating L3 vehicle approvals, and advancing key technologies like automotive chips and solid-state batteries [18] - The AI glasses market is experiencing rapid growth, with Xiaomi set to launch its AI glasses, indicating a shift towards more integrated personal smart devices [25][26] - The stablecoin sector is gaining traction, with regulatory clarity in Hong Kong and the US expected to accelerate development, benefiting compliant issuers [27][28]

Core Viewpoint - The conflict between Luo Yonghao and Xibei has escalated, moving from a discussion about "pre-made dishes" to personal attacks and public disputes, indicating a significant rift in their relationship and the potential for ongoing public discourse around the issue [2][3][5]. Group 1: Conflict Escalation - Luo Yonghao's anger has intensified following comments made by Xibei's founder, Jia Guolong, which were perceived as derogatory towards him, labeling him as a "network black mouth" and "network black society" [3][5]. - Jia Guolong's initial attempt to de-escalate the situation by expressing a desire for transparency and learning from others was undermined by his subsequent remarks, which reignited tensions [2][3]. - Luo Yonghao's response to Jia's comments indicates a complete breakdown in their relationship, suggesting that any attempts at reconciliation are off the table [5]. Group 2: Industry Context - The broader discussion surrounding pre-made dishes highlights consumer concerns regarding transparency and the quality of food, emphasizing the need for the restaurant industry to adapt and meet these expectations [10][13]. - Articles from Xinhua and People's Daily stress the importance of consumer trust and the necessity for the food industry to provide clear information, suggesting that the real challenge lies in building this trust rather than just technological advancements [10][13]. - The discourse around pre-made dishes is framed as a call for rational and constructive dialogue, aiming to optimize the development environment for pre-made dishes and ensure that consumer needs for safety and clarity are met [13].

图为贾国龙在群里的表态截图 贾国龙还称罗永浩是"网络黑嘴""网络黑社会"。对此，罗永浩直接喊话贾国龙，那这件事我们没法揭过去了。 9月14日，西贝创始人贾国龙在某个行业群内的表态截图流出。 贾国龙表示："我应对方式有错，改。做饭的围着吃饭的转，你说咋好就咋办。"贾国龙称，西贝今后将"打明牌"，做一个 透明的西贝，彻底向胖东来学习。 券中社 券 商 中 国 × 券 中 社 扫 码 下 载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 弊中社 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权, 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 9月13日晚，罗永浩发文宣布西贝预制菜事件告一段落。他期待预制菜相关的国家法规尽快出台，并表示"要忙正事了"。 责编： 刘珺宇 校 对： 高源 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 利好来袭 ...

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei regarding "pre-made dishes" is approaching a resolution, with Xibei's CEO acknowledging past mistakes and committing to transparency and improvement [1][2][3]. Company Response - Xibei's CEO, Jia Guolong, admitted to errors in handling the situation and expressed a desire to learn from competitors like Pang Donglai [1][2]. - A company-wide meeting was held to motivate employees and improve service quality, with a focus on enhancing customer experience [4][6]. - Xibei announced a subsidy of 500 yuan for frontline employees to support them amid negative public sentiment and operational challenges [5][6]. Financial Impact - The controversy has led to a significant decline in customer traffic, with reported daily revenue losses of 1 million yuan on September 10 and 11, and an estimated drop of 200 to 300 million yuan on September 12 [10][11]. - The overall restaurant market in first-tier cities is struggling, with Beijing and Shanghai reporting declines in restaurant revenue [12]. Industry Context - The mid-to-high-end restaurant market is facing challenges, with several brands, including Haidilao and Jiumaojiu, reporting revenue declines [12]. - Xibei's revenue for 2023 is projected at 6.2 billion yuan, with an average profit margin of 5% for the first half of the year [12].

Core Viewpoint - The recent controversy surrounding Xibei's food safety practices and the use of pre-prepared dishes has led to a significant trust crisis for the company, prompting a response from its founder and management to enhance transparency and address public concerns [1][2][3][4]. Group 1: Company Response - Xibei's founder, Jia Guolong, acknowledged mistakes in handling the situation and expressed a commitment to transparency, stating that the company will learn from competitors [1]. - Following the backlash, Xibei announced the suspension of kitchen visits in all its 370+ locations to ensure normal operations and prevent further issues [5][6]. - The company has also decided to remove the "Luo Yonghao" meal package from its offerings while allowing customers to order individual dishes from the menu [6]. Group 2: Food Safety Concerns - A viral video showed Xibei employees using a ladle to clear a drain, raising serious food safety concerns among the public [3]. - Xibei's customer service clarified that the tools used in the kitchen are supposed to be designated for specific purposes and that the incident was due to improper practices at the involved location [3][5]. - The company is under scrutiny regarding its use of pre-prepared dishes, with Jia Guolong asserting that none of Xibei's dishes fall under the category of pre-prepared food as defined by national regulations [8]. Group 3: Financial Performance and Future Plans - Xibei has experienced fluctuating revenue, with reported annual revenues of approximately 5.2 billion, 5.5 billion, 5.0 billion, 6.2 billion, 5.8 billion, and 2.9 billion from 2020 to mid-2025, indicating a peak in 2023 followed by a slowdown in growth [8]. - Prior to the crisis, Xibei was planning for an IPO in 2026 and had begun preparations, including attracting strategic investors to improve its equity structure [9]. - The company faces the challenge of restoring brand trust and improving operational performance over the next 1-2 years following the crisis [14].