Core Viewpoint - The situation regarding Xibei can be considered concluded, with anticipation for the rapid establishment of national regulations related to prepared dishes [1][3]. Company Insights - Xibei's founder, Jia Guolong, expressed significant distress during a recent interview, indicating a drop in daily revenue by approximately 1 million yuan on September 10 and 11, and an estimated drop of 2 to 3 million yuan on September 12 [4][5]. - Jia emphasized the importance of pursuing legal action against Luo Yonghao, stating that regardless of the business's future, the lawsuit must be fought to clarify the truth [5]. Industry Developments - The National Health Commission has reportedly passed a draft for the "National Standards for Food Safety of Prepared Dishes," which is set to be publicly solicited for opinions. This will mark a significant transition for the prepared dishes industry from unregulated growth to a compliance era [5]. - The new regulations will require mandatory disclosure regarding the use of prepared dishes in restaurants, addressing the current controversy surrounding the legitimacy of certain dishes served by Xibei [5].

Core Viewpoint - The situation regarding Xibei has reached a conclusion, with expectations for national regulations on prepared dishes to be established soon, as stated by Luo Yonghao [1]. Company Impact - Xibei has experienced a significant decline in business, with daily revenue dropping by 1 million yuan on September 10 and 11, and an expected decrease of 2 to 3 million yuan starting September 12 [3]. - Xibei held a company-wide meeting to motivate its 18,000 employees to maintain quality service and support during this challenging period [8]. Industry Regulation - A draft for the national standard on food safety for prepared dishes has passed expert review and will soon be open for public consultation, marking a critical transition for the industry from unregulated growth to compliance [9][10]. - The new regulations will require restaurants to disclose whether they use prepared dishes, ensuring consumers are informed about the food they are consuming [9][10].

Domestic - The National Health Commission has approved a draft national standard for the food safety of prepared dishes, which will soon be open for public consultation, marking a significant shift towards regulation in the prepared dish industry [3] - Jiangsu province has added three universities to its list of institutions with recommendation exemption qualifications, bringing the total to 28 [4] - Jiangsu's Human Resources and Social Security Department announced an increase in work injury insurance benefits starting January 1, 2025, affecting approximately 200,000 workers [4] Global - The Ministry of Industry and Information Technology and seven other departments have issued a plan aiming for 32.3 million vehicle sales in 2025, with a target of 15.5 million for new energy vehicles, representing a 20% year-on-year growth [6] - The Zhangjiagang Port to Qianhai Port direct shipping route has been launched, connecting Jiangsu with key logistics nodes in South America, expected to handle about 500,000 tons of cargo annually [6] - Fitch Ratings downgraded France's sovereign credit rating from AA- to A+ due to concerns over the lack of a credible fiscal consolidation plan [6] - The 54th Pacific Islands Forum concluded with leaders reaching consensus on key issues such as climate change and regional security [6] - Apple announced repair costs for the iPhone 17 series, with the standard model's screen repair estimated at 2,698 yuan [6] - Zhuosheng Microelectronics received a warning from the Jiangsu Securities Regulatory Bureau for failing to timely disclose significant shareholding changes [6] - SPD Bank's credit card center reported unauthorized transactions on certain cards but successfully mitigated the risks and protected customer interests [6]

Group 1 - The Ministry of Commerce of China has initiated an anti-dumping investigation against imported analog chips from the United States, following a formal application from the Jiangsu Semiconductor Industry Association on July 23, 2025 [1][4][5] - The investigation will commence on September 13, 2025, based on the preliminary review that confirmed the applicant's qualifications and the impact of the imported products on the domestic industry [1][4][6] Group 2 - The National Health Commission has passed a draft national standard for pre-prepared food safety, which will soon be open for public consultation, marking a significant shift towards regulatory compliance in the pre-prepared food industry [2][8] - The standard will define categories, raw materials, processing methods, storage, transportation, and inspection methods for pre-prepared foods, introducing mandatory indicators such as "no preservatives" [2][8] Group 3 - The China Machinery Industry Federation supports the Ministry of Commerce's investigation into U.S. products, emphasizing the need to protect the legitimate rights of Chinese industry against unilateral trade measures from the U.S. [5][6] - The semiconductor industry requires a fair competitive environment, and the Federation encourages continuous technological innovation and international cooperation among enterprises [5][6] Group 4 - Didi is piloting a new pricing mechanism for return fees, allowing drivers to negotiate fees based on their return journey costs, which will be tested in several cities before a nationwide rollout [18]

Group 1 - The draft of the national standard for pre-prepared food safety, led by the National Health Commission, has passed review and will soon seek public opinion, marking a key transition for the pre-prepared food industry from "wild growth" to a "compliance era" [1] - The standard will define pre-prepared food categories, raw materials, processing methods, storage, transportation, and inspection methods, with mandatory indicators such as "no added preservatives" [1][4] - The introduction of the national standard is expected to increase costs by 15% to 30% due to requirements for "preservative bans" and cold chain upgrades, potentially leading to the acquisition or exit of small factories unable to bear the transformation costs [4] Group 2 - The recent controversy involving celebrity Luo Yonghao questioning the use of pre-prepared food by a restaurant chain has drawn significant attention, highlighting the need for transparency in the use of pre-prepared food in restaurants [1][3] - The national standard aims to enhance food safety regulation for food service operators and encourage restaurants to voluntarily disclose their use of pre-prepared food, fostering industry self-discipline and a better consumer environment [4] - The arrival of the national standard will compel the restaurant industry to abandon "ambiguous marketing," ensuring that consumer choice is genuinely realized as disclosure becomes a legal obligation [4]

Core Viewpoint - The draft of the national standard for pre-prepared food, led by the National Health Commission, has passed expert review and will soon be open for public consultation, marking a significant shift from the "wild growth" phase to a "compliance era" for the pre-prepared food industry [1] Group 1: Regulatory Changes - The new standard will provide a unified definition and food safety indicators for pre-prepared food, including classifications, raw materials, processing methods, storage, transportation, and inspection methods [1] - The draft introduces mandatory indicators such as "no added preservatives," focusing on safety standards compared to the existing 141 group and local standards, thus providing a direct basis for regulatory enforcement [1] Group 2: Industry Reactions - The controversy surrounding the use of pre-prepared food in restaurants has gained attention, particularly after Luo Yonghao questioned the authenticity of certain dishes at Xibei, which the restaurant denied [1] - Luo Yonghao reiterated his stance that while he does not oppose pre-prepared food, consumers have the right to know whether restaurants are using it [1]

Group 1 - The draft of the national standard for pre-prepared food safety, led by the National Health Commission, has passed review and will soon be open for public consultation, marking a significant step towards standardizing the identity of pre-prepared dishes in the industry [1][2] - The new regulations will require restaurants to disclose whether they use pre-prepared dishes and how they are used, which will be the first time such information is mandated [1][2] - This development is seen as a critical transition for the pre-prepared food industry from "wild growth" to a "compliance era," especially in light of recent controversies surrounding the use of pre-prepared dishes by certain restaurants [2] Group 2 - The controversy involving entrepreneur Luo Yonghao criticizing the restaurant chain Xibei for using pre-prepared dishes has sparked widespread attention, leading to Xibei's founder announcing plans to sue Luo and introduce a "Luo Yonghao menu" [1][2] - Luo Yonghao has clarified his stance on pre-prepared dishes, stating that while he does not oppose them and may choose them for convenience, consumers have the right to know if restaurants use such dishes [1][2]

Core Viewpoint - The draft of the national standard for pre-prepared food safety, led by the National Health Commission, has passed expert review and will soon be open for public consultation, marking a significant shift towards regulation in the pre-prepared food industry [1][2]. Group 1 - The new standard will provide a unified definition for pre-prepared food and will require mandatory disclosure regarding the use of such food in restaurants, indicating a move from "wild growth" to a "compliance era" in the industry [2]. - The standard focuses on safety benchmarks, establishing direct legal bases for regulatory enforcement, which is a step up from the existing 141 group and local standards [3]. - The draft includes specific requirements such as the classification of pre-prepared food, raw materials, processing methods, storage, transportation, and testing methods, with a notable emphasis on the prohibition of preservatives [2].

Core Viewpoint - The draft of the "National Standard for Food Safety of Prepared Dishes," led by the National Health Commission, has passed expert review and will soon be open for public consultation, marking a significant shift for the prepared dish industry from unregulated growth to compliance [1] Industry Summary - The prepared dish industry is set to have a unified definition and regulations regarding the use of prepared dishes in restaurants, which will now be subject to mandatory information disclosure [1] - The recent controversy involving Luo Yonghao questioning the use of prepared dishes by Xibei, which Xibei has denied, highlights the growing scrutiny and attention on the prepared dish sector [1]