Core Insights - The article discusses the challenges faced by the restaurant industry, particularly focusing on the experiences of Jia Guolong, a prominent figure in the sector, and his brand, Xibei. It highlights the impact of external criticism and market conditions on the business's performance and strategy. Group 1: Company Challenges - Jia Guolong expressed concerns about the difficulties faced by Xibei, stating that 2024 is the toughest year since the company's inception, with average sales down approximately 10% [10][14] - The overall restaurant industry is experiencing a slowdown, with national dining revenue growth at 6.6% for the first eight months of 2024, marking the lowest growth rate in nearly a decade [11] - Negative publicity, such as the incident involving Luo Yonghao, has directly affected Xibei's business, leading to a significant drop in online orders and customer traffic [14] Group 2: Strategic Decisions - Despite previous failures in launching multiple fast-food brands, Jia Guolong has decided to refocus on the main brand, Xibei, and discontinue unprofitable ventures [13][14] - The company achieved a record revenue of 6.2 billion in 2023, indicating a recovery from the pandemic's impact, but future growth remains uncertain [8][10] - Jia Guolong's vision for global expansion remains, but the challenges in achieving a profitable business model for new ventures have hindered progress [9][10] Group 3: Industry Context - Competitors in the restaurant sector are adapting by exploring new business models, such as franchising and lowering prices to attract customers [11][13] - The overall market dynamics are shifting towards more rational consumer spending, which poses additional challenges for premium brands like Xibei [14] - The article emphasizes the need for the restaurant industry to innovate and adapt to changing consumer preferences and economic conditions [11][13]

Core Viewpoint - The ongoing confrontation between Luo Yonghao and the restaurant brand Xibei has escalated, with Luo advocating for transparency in the prepared food market to protect consumer rights [1][3]. Group 1: Company Actions - On September 12, Xibei held a "battle mobilization meeting" involving 18,000 partners to address the situation with Luo Yonghao [3]. - Xibei confirmed that the meeting was conducted to encourage frontline staff to continue providing quality service and to express gratitude for their efforts [3]. Group 2: Company Background - Xibei operates over 370 direct-operated stores and employs more than 18,000 staff members [6]. - The company's revenue for 2023 is reported to be 6.2 billion yuan [6].

Core Viewpoint - The ongoing controversy surrounding the comments made by internet celebrity Luo Yonghao about the restaurant chain Xibei has sparked significant public discussion and reactions from industry figures like Yu Donglai, the founder of Pang Donglai [1][12]. Group 1: Reactions from Industry Figures - Yu Donglai expressed gratitude towards brands like Xibei and Haidilao for providing reliable dining options, stating that "nothing is perfect" [1][2]. - Following the backlash from his comments, Yu Donglai's Douyin account was set to private, requiring approval for new followers [1][6]. - Despite the criticism, Yu Donglai maintained his support for Xibei, emphasizing that every company faces management and operational challenges, and expressed confidence in Xibei's commitment to improving product quality and customer satisfaction [7][9]. Group 2: Background of the Controversy - Luo Yonghao criticized Xibei for serving mostly pre-prepared dishes during a recent visit, calling for legislation to require restaurants to disclose the use of such dishes [12]. - In response, Xibei's founder, Jia Guolong, defended the restaurant, asserting that none of the dishes served to Luo were pre-prepared and that they adhere to strict preparation standards [12]. - Xibei announced plans to pursue legal action against Luo Yonghao for his claims, which they deemed false [12].

近日，罗永浩与西贝餐饮集团之间围绕"预制菜"定义的争议持续发酵。大众讨论焦点逐渐转向 餐饮预制菜使用透明度与消费者知情权上。 贾国龙："我现在陷入自证清白循环" 在相关话题多次登上热门话题后，西贝创始人、董事长贾国龙最新发声。 9月12日，贾国龙接受《中国企业家》专访，他表示"我现在陷入自证清白循环"。 在罗永浩的 连番攻势下，西贝的营业额下降，客流断崖式减少。贾国龙透露："11日和10日所有门店加起 来，日营业额分别掉了100万元，12日我估计会掉200万元到300万元。" 在采访中，针对社会上对预制菜存在的焦虑情绪，贾国龙认为，"预制工艺不是预制菜。所有 的菜都需要用到预制工艺，需要提前做，无非是在什么状态、用什么原料、工艺、调味品做。 越是好的菜越要提前做，比如鱼翅、鲍鱼，得提前好几天发制，红烧肉也得提前十几个小时 做。出餐效率、标准化程度越高的餐饮企业，预制程度越高。" 针对记者提出的"所以西贝有预制工艺，但是没有预制菜？"贾国龙直言："对，可以这么说。 很难说哪家餐厅没有预制工艺，做任何一道菜都需要预制。预制是提前加工、预加工，比如把 毛菜预制成净菜，也是预制。" 从目前的局面来看，双方都选择针锋相 ...

据潇湘晨报，9月13日，胖东来集团创始人于东来删除了相关力挺西贝的抖音内容，并将个人账号设为 私密状态。 就在前一天，于东来就西贝与罗永浩之间预制菜舆论风波发声称，"任何事没有完美，感谢西贝、海底 捞等品牌企业可以让我找到相对放心可口吃饭的地方。"随后，于东来在评论区对发文原因进行解 释，"因为正义，因为做一个不错的企业、企业家和企业团队付出的心血太不容易了！可建议、可以理 解、可以促使企业改进完善，但不能让企业家灰了心！" ...

Core Viewpoint - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, removing a total of 20 stocks, including Jiumaojiu (09922.HK) [1][2] Group 1: Company Performance - Jiumaojiu reported a decline in both revenue and net profit for the first half of the year, with revenue of 2.753 billion yuan, down 10.14% year-on-year, and a net profit of 60.69 million yuan, down 16.05% [2][5] - The company's main revenue sources, including Taier Suancaiyu, Song Hotpot, and Jiumaojiu Northwest Cuisine, all experienced revenue declines during the reporting period [3] - Taier Suancaiyu's revenue was 1.949 billion yuan, a decrease of 13.3% year-on-year, with its contribution to total revenue dropping from 73.4% to 70.8% [3] Group 2: Operational Adjustments - Taier Suancaiyu has launched a "5.0 Fresh Model" to address declining sales, focusing on fresh ingredients and restaurant renovations [3][4] - The number of Taier restaurants decreased from 612 to 547, impacting same-store sales [3] - The company opened 10 new restaurants in the first half of the year, a significant slowdown compared to 59 new openings in the same period last year [4] Group 3: Market Sentiment and Future Outlook - The company closed 88 restaurants in the first half of the year due to lease expirations and underperformance [5] - Analysts have revised Jiumaojiu's net profit forecasts for 2025-2027 down to 100 million yuan, 110 million yuan, and 130 million yuan, respectively, and lowered the target price from 3.7 HKD to 3 HKD [5] - As of September 12, Jiumaojiu's stock closed at 2.31 HKD, down 0.43%, with a total market capitalization of 3.2 billion HKD [6]

国家卫健委主导的《预制菜食品安全国家标准》草案已通过审查，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。“该标准主要是规定定义和食品安全指标要求。”据一位参与起草的专家透露，草案对预制菜的分类、原料、加工工艺、贮存运输及检验方法作出了统一规定，并首次提出“不添加防腐剂”等强制性指标。与现行141项团体、地方标准相比，国标条款更聚焦“安全底线”，为监管执法提供直接依据。据业内人士估计，预制菜有望加强对“防腐剂禁令+冷链升级”的要求，这两项要求预计推高成本15%~30%。专家表示，中小工厂若无法承担改造费用，或将在国标生效后两年内被并购或退出，而头部品牌有望通过规模效应进一步扩大市占率。（一财） ...

2025.09. 13 本文字数：1197，阅读时长大约2分钟 作者 | 第一财经 陈益刊 你愿意让自己的孩子去餐厅吃保质期24个月的有机速冻西蓝花吗？ 近日，网红企业家罗永浩指责餐饮品牌西贝部分菜是预制菜且贵，希望国家尽早推动立法，强制饭馆注 明是否用了预制菜，保障消费者知情权。而西贝创始人贾国龙则回应称西贝没有一道菜是预制菜。 12日下午，西贝发布致顾客的一封信，信中称，经确认，罗永浩在微博中对西贝的指责不实。西贝 称，针对所涉菜品在门店端的实际制作方式，现将罗永浩吃的13道菜品具体制作过程的"作业指导 书"正式向全社会公布。随后西贝开放后厨，从记者等现场采访视频来看，西贝儿童餐使用了保质期24 个月的有机速冻西蓝花，保质期9个月的腌制鸡翅，儿童牛肉焖饭则使用保质期9个月的牛肉酱；西贝 羊排可用三餐，即可以隔夜食用；西贝面筋则采用保质期12个月速冻凉皮，且在未开封状态下放进沸 水煮熟和蒸熟等等。而十三道菜品中的原料也有包括采购来的腌制过的大黄鱼、牛肉等。 在西贝创始人眼里，西贝后厨的上述操作不属于预制菜。由于目前中国并没有预制菜详细国家标准，因 此西贝的菜品中是否存在预制菜的争议，仍有待于国家后续出台详细 ...

Core Viewpoint - The ongoing dispute between Xibei and Luo Yonghao centers around accusations of Xibei using pre-prepared dishes, with Luo claiming that Xibei's assertion of serving 100% fresh dishes is misleading [1][2][3] Group 1: Company Response - Xibei issued a public letter on September 12, denying Luo's accusations and asserting that the dishes he consumed do not fall under the category of pre-prepared food [1][2][15] - Xibei's CEO, Jia Guolong, stated that the company experienced a significant drop in daily revenue, with losses of 1 million yuan on September 10 and 11, and an expected loss of 2 to 3 million yuan on September 12 [2][15] - Xibei plans to open its kitchen to the public and provide transparency regarding the sourcing of its ingredients [18] Group 2: Luo Yonghao's Claims - Luo Yonghao criticized Xibei's pricing and quality, claiming that many dishes are pre-prepared and that the restaurant's prices are excessively high compared to other establishments [14][18] - During a live broadcast, Luo showcased various dishes from Xibei, highlighting their long shelf lives and questioning the freshness of the food served [5][8][14] - Luo emphasized the need for clearer regulations regarding pre-prepared food in restaurants, arguing that consumers deserve to know the preparation methods used [8][9] Group 3: Industry Context - The controversy has sparked widespread discussion on social media, with Luo's comments leading to significant public engagement, including nearly 100,000 viewers during his live stream [5][9] - According to a report by the China Chain Store & Franchise Association, over 80% of dishes in certain chain restaurants, including Xibei, are pre-prepared [9][11] - The lack of a formal national standard for defining pre-prepared food has contributed to the confusion and debate surrounding the issue [8][11]

Core Viewpoint - The article discusses the ongoing crisis faced by the company Xibei, triggered by public criticism from influencer Luo Yonghao, which has led to a significant decline in revenue and customer traffic [6][10][30]. Group 1: Impact of Luo Yonghao's Criticism - Luo Yonghao's criticism began on September 10, leading to a rapid decline in Xibei's daily revenue, with estimates of a drop of 1 million yuan on September 11 and between 2 to 3 million yuan on September 12 [11][12][8]. - The company is experiencing a "cliff-like" drop in customer traffic, which has been described as the largest external crisis in its history [30][6]. - Xibei's CEO, Jia Guolong, expressed his determination to pursue legal action against Luo Yonghao, emphasizing the importance of clarifying the truth despite the potential short-term impact on business [16][18][17]. Group 2: Company Background and Current Status - Founded in 1988, Xibei has grown to over 370 stores and 18,000 employees, with a revenue of 6.2 billion yuan in 2023 [6]. - The company has faced various internal challenges but has not previously encountered such a significant external crisis [30][32]. - Jia Guolong has been actively involved in the company's operations since returning as CEO in September 2024, aiming to improve business performance [33][34]. Group 3: Clarification on Pre-made Dishes - Jia Guolong clarified that while Xibei employs pre-preparation techniques, it does not serve pre-made dishes as defined by industry standards [35][41]. - The company previously operated a fast-food brand that included pre-packaged items, but this brand has since been closed, and no pre-made dishes are currently offered in Xibei's restaurants [35][36]. - The distinction between pre-preparation and pre-made dishes is emphasized, with the latter being defined as fully cooked and packaged meals that require only reheating [37][38][39].