Core Viewpoint - The conflict between Luo Yonghao and Jia Guolong, the owner of Xibei, fundamentally revolves around differing interpretations of the term "pre-made dishes" [3][6]. Group 1: Consumer Perception and Pricing - Luo Yonghao's view of "pre-made dishes" relates to consumer expectations and psychology, where high prices and poor taste lead to low perceived value [6]. - Xibei's pricing is considered high, which contributes to consumer dissatisfaction, especially when the quality does not meet expectations [12][13]. - The average cost for a meal at Xibei for 2-3 people is around 200 yuan, which is perceived as expensive for casual dining [15]. Group 2: Brand Positioning and Strategy - Jia Guolong aims to position Xibei as a popular brand akin to McDonald's, targeting a large-scale operation with a "people-friendly" approach [23][25]. - Successful brands in China that have reached a scale of 10,000 stores typically maintain a price point around 20 yuan, which contrasts with Xibei's higher pricing strategy [27][28]. - Xibei's brand strategy has been inconsistent over the years, leading to confusion among consumers regarding its identity and offerings [31][34]. Group 3: Market Response and Brand Image - The reaction of Xibei to criticism mirrors past corporate responses, focusing on legal actions rather than addressing consumer sentiment [38]. - The brand's image has been negatively impacted by perceptions of being both expensive and low quality, which is a significant challenge for recovery [42]. - To navigate the current crisis, Xibei must clarify its brand identity and target audience rather than relying on legal measures or operational transparency [43].

Core Viewpoint - The 500 yuan price range, once a lucrative segment in the liquor market, has become the most challenging price range for survival due to the recent "ban on alcohol" policy, significantly impacting sales and market dynamics [1][5][6]. Industry Dynamics - The 500 yuan price range was previously considered a key battleground for regional liquor companies and provincial leaders to establish competitive strength, with several billion-level products emerging from this segment [1][3]. - Major brands like Gu20 have successfully occupied the 500 yuan price range, achieving rapid sales growth and contributing to brand expansion [3][4]. Market Changes - The introduction of the "ban on alcohol" has severely affected consumption scenarios, leading to a significant decline in sales, particularly in the 500 yuan price range, which is now facing the most difficulties [5][6][9]. - The market has seen a shift in consumer behavior, with a notable decrease in business dining and an increase in family gatherings, which typically do not favor high-priced liquor [9][10]. Financial Impact - Liquor companies focusing on the mid-range segment have reported substantial declines in revenue and net profit, reflecting the adverse effects of the new regulations [6][10]. - For instance, Water Weaving's revenue is expected to drop by 12.84% year-on-year, while other companies like Jiu Gui Jiu and Zhen Jiu Li Du are also experiencing significant declines in both revenue and profit margins [6]. Future Outlook - Despite the current challenges, the 500 yuan price range is still viewed as a potential mainstream segment for the future, with expectations of renewed consumer activity once the effects of the "ban on alcohol" diminish [10].