预制菜与中国连锁餐饮行业发展 20250914 摘要 预制菜定义存在多层面差异，消费者、行业和国家层面定义不同，国家 层面定义不包括主食和中央厨房菜肴，且禁止添加防腐剂，认知差异大。 连锁餐饮企业使用中央厨房可降低成本、确保产品质量一致、标准化操 作流程并提高食品安全性，但中央厨房制作的初加工或半成品不属于国 家层面定义的预制菜。 日本餐饮业通过优化供应链、提升食品安全标准，在中央厨房和冷链物 流方面建立了完善体系，并注重消费者体验，为中国餐饮业提供了标准 化运营的借鉴。 中国消费者对中餐的期许包括健康安全、优质服务和创新菜单。连锁餐 饮企业应加强供应链管理、提升员工服务水平、研发新产品并注重品牌 建设。 中央厨房对中餐行业影响巨大，通过集中加工处理食材，提高了效率并 实现了相对标准化，使得新品牌更容易孵化，但小型餐饮企业自制食品 仍归类为预制菜。 Q&A 预制菜的概念和定义是什么，目前在法律和行业层面有何分歧？ 预制菜的概念目前尚未在全国范围内形成统一的法律条文进行界定。2024 年 3 月，市场监督管理总局联合教育部、工信部、农业部等几个部委发布了关于加 强预制菜行业高质量发展的通知，但这并不是法律或政策 ...

Core Insights - JD.com is entering the food delivery market with a new business model through its "Qixian Kitchen" initiative, which aims to differentiate itself from competitors like Meituan [1] - The "Qixian Kitchen" will recruit restaurant partners to co-develop recipes, while JD.com will manage all operational aspects, sharing sales revenue with partners [1] - Concerns have been raised about JD.com's direct involvement in food preparation potentially diverting customers from existing restaurants and the challenges of scaling this model [1] Group 1: Business Model and Operations - JD.com has officially launched "Qixian Kitchen," which features a unique operational structure where the company handles all aspects of restaurant management [1] - The kitchen utilizes cooking robots that significantly reduce cooking time, with dishes prepared in 3 to 5 minutes compared to 10 minutes by human chefs [3] - The kitchen design includes a transparent view of the cooking area and a live-streaming feature for customers to observe food preparation [3] Group 2: Technology and Efficiency - The cooking robots used in "Qixian Kitchen" are designed to enhance efficiency, with one operator able to manage multiple robots simultaneously, potentially doubling output during peak times [3] - The technology behind cooking robots has advanced, with models like the Chip Chef AI robot offering faster cooking times and safety features [4] - Chip Chef aims to provide standardized cooking solutions for restaurants, addressing issues like high labor costs and inconsistent food quality [6][8] Group 3: Market Implications - The introduction of "Qixian Kitchen" may disrupt the traditional food delivery market, prompting questions about the sustainability of JD.com's approach in a competitive landscape [1] - The initiative reflects a broader trend in the restaurant industry towards automation and efficiency, potentially reshaping consumer expectations for food delivery services [8]

Core Viewpoint - JD.com has launched its first self-operated takeout store "Qixian Kitchen," which utilizes a robot cooking model and operates without dine-in options, indicating a potential shift in the takeout market dynamics [2][4]. Group 1: Store Launch and Operations - The first self-operated takeout store "Qixian Kitchen" opened recently in Beijing, combining takeout and self-pickup without dine-in facilities, with initial sales of 800 items within the first week [2]. - The average customer price at "Qixian Kitchen" is approximately 25-35 yuan, with promotional prices ranging from 15-20 yuan, currently only available on the JD.com platform [2]. - The store features a layout that separates the pickup areas for delivery personnel and customers, with no seating available for dining [2]. Group 2: Technology and Management - "Qixian Kitchen" employs a robot cooking model, which has faced operational challenges, including power outages that disrupt the cooking process, requiring staff to restart the preparation of dishes [4]. - The operations are managed by Guo Qing, who has been involved in the robot cooking sector since 2022, with his company "Xianglu Technology" receiving nearly 200 million yuan in strategic investment from JD.com [6]. - The business model of "Qixian Kitchen" is distinct from "Qixian Food Mall," as it is a self-operated kitchen that sources ingredients independently, while the latter operates as a third-party vendor model [6].

Group 1 - The Chinese government has announced the implementation of the "Housing Rental Regulations" starting from September 15, 2025, aimed at regulating rental activities and promoting high-quality development in the housing rental market [3] - Central Huijin has invested 200 billion yuan in 10 broad-based ETFs in the second quarter, reinforcing its role in stabilizing the market [5] - The LPR (Loan Prime Rate) remains unchanged at 3.0% for one year and 3.5% for five years, indicating a stable monetary policy environment [6] Group 2 - A-share market indices have reached new highs this year, with significant increases in trading volume and a broad-based rally across various sectors, particularly in infrastructure and construction [8] - Public fund assets have surpassed 34 trillion yuan, reflecting increased investor confidence and a growing trust in the fund management industry [9] - Korean investors have significantly increased their investments in Chinese assets, with a total trading volume exceeding 5.4 billion USD (approximately 388 billion yuan) in the year to date [11] Group 3 - JD.com has made strategic investments in three leading companies in the robotics sector, indicating a strong focus on enhancing its capabilities in intelligent technology [15][16] - The stock of Dongfang Electric experienced an unusual surge of over 700% in early trading, attributed to both market speculation and significant project announcements [14] - The acquisition proposal by Alimentation Couche-Tard for Seven & i Holdings has been withdrawn, marking a significant development in the convenience store sector [17]