Core Viewpoint - The controversy surrounding the authenticity of "pre-made dishes" has led to a significant trust crisis in the industry, impacting companies like Guolian Aquatic Products, which has seen its stock price decline and financial performance worsen amid ongoing losses [1][7]. Company Overview - Guolian Aquatic Products has been in a continuous loss cycle since 2019, with net losses expanding to 7.42 billion yuan in 2024 and 5.4 billion yuan in the first half of 2025, marking it as one of the longest-loss companies in the aquatic processing industry [7][8]. - The company has shifted its business focus from a full industry chain model to primarily water product processing, with 94.8% of its revenue in 2024 coming from aquatic food products [5][6]. Financial Performance - As of September 26, 2025, Guolian Aquatic Products' stock closed at 3.63 yuan, down 0.55%, with a trading volume of 30.42 million shares and a total transaction amount of 1.11 billion yuan [1]. - The company's revenue for the first half of 2025 was 16.51 billion yuan, with a net loss of 5.4 billion yuan, a staggering increase of 3180.5% compared to the same period last year [1][7]. Industry Context - The "pre-made dishes" controversy has raised significant concerns about consumer rights and product quality, prompting government agencies to accelerate the establishment of national standards for pre-made dishes [9]. - Guolian Aquatic Products has engaged with industry associations to help formulate standards, indicating its proactive approach to navigating the regulatory landscape [9][10]. Operational Challenges - The company faces severe inventory management issues, with a reported inventory balance of 25.65 billion yuan and a significant increase in inventory turnover days to 332 days, far exceeding the industry standard of 90 days [7][8]. - The decline in gross margins across all product lines has been notable, with aquatic food gross margins dropping by 17.05% in the first half of 2025 compared to the previous year [8].

9 月 1 2 日 晚 八 点 半，网 络 大 V 罗 永 浩 就 近 日 " 吐 槽 西 贝 预 制 菜 且 贵 " 引 发 的 争 议，在 微 博 、 抖 音 、 B 站 等 多 个 平 台 同 步 开 启 直 播，再 次 作 出 回 应 。 在这场约1个小时的直播中，罗永浩多次强调，其不反对预制菜，希望通过这次事件推动预制菜透明化，维护消费者知情权。 "所谓根据国家标准，西贝100%没有预制菜，这个是彻头彻尾的撒谎，因为我们国家甚至还没有出台预制菜国标。这也是我们今天开直播 的目的，希望能够通过这件意外发生的事件，以它为契机，促进和推动预制菜产业的健康发展。"罗永浩说。 在直播中，罗永浩还点赞了老乡鸡。他认为，老乡鸡将菜品根据实际加工情况进行分类并注明（餐厅现做、半预制、复热预制），以颜色 作为区分，保障了消费者的知情权和选择权，值得餐饮同行学习。 此前，罗永浩对西贝的吐槽，引发西贝及其创始人贾国龙的强烈反应。在本次直播前，西贝和罗永浩已经来回"斗争"了数个回合。9月11 日，西贝召开媒体沟通会，贾国龙表示将起诉罗永浩。而罗永浩随后反击称，将发布10万元悬赏，公开征集西贝使用预制菜的"真凭实 据"。 罗 ...

Core Viewpoint - The ongoing dispute between entrepreneur Luo Yonghao and the restaurant brand Xibei highlights the debate over whether pre-prepared dishes represent progress in the industrialization of dining or a disregard for consumer rights. This controversy reveals the lack of standards and clear definitions in the pre-prepared food industry, as well as the disconnect between consumer perceptions and industry practices [3][5][9]. Group 1: Dispute Overview - Luo Yonghao criticized Xibei for serving mostly pre-prepared dishes at high prices, emphasizing the importance of consumer rights to know what they are purchasing [5][6]. - Xibei's founder, Jia Guolong, responded by stating that Luo's claims were false and announced plans to take legal action against him. Xibei also committed to transparency by publishing detailed preparation processes for their dishes and allowing customers to tour their kitchens [6][8]. Group 2: Industry Context - The pre-prepared food industry in China has been developing for over 20 years, primarily known to B-end operators before gaining consumer awareness around 2014. The COVID-19 pandemic accelerated this trend, leading to significant growth in the sector [8][9]. - The industry is projected to grow, with estimates suggesting that by 2030, the restaurant sector could exceed 10 trillion yuan, with pre-prepared food penetration rates reaching 15% to 20%, resulting in a B-end market size of 500 billion yuan and a C-end market size of 700 billion yuan, with a compound annual growth rate of 13% [8][9]. Group 3: Regulatory Environment - Currently, there are no national standards for pre-prepared foods in China, leading to inconsistencies across regions. However, recent government initiatives are promoting transparency regarding the use of pre-prepared foods in restaurants to protect consumer rights [10][11]. - The 2024 joint notice from various government departments emphasizes the need for restaurants to disclose the use of pre-prepared foods, aligning with consumer rights laws that grant consumers the right to know the true nature of the products they purchase [10][11]. Group 4: Consumer Perception and Industry Practices - There is a significant gap in understanding between consumers and brands regarding what constitutes pre-prepared food. Many consumers mistakenly believe that simply using pre-cut or cleaned ingredients qualifies as pre-prepared food [11][12]. - The central kitchen model is widely adopted in the restaurant industry, allowing for standardized production and distribution, which enhances food safety and operational efficiency. This model is seen as a key advancement in the industry, addressing issues of food safety and consistency across locations [13][14].

本次纷争的原因之一还与顾客端和品牌端对于预制的理解不太一样有关。 "预制菜"究竟是餐饮工业化的进步，还是对消费者知情权的漠视？近日，由网红企业家罗永浩对餐饮品 牌西贝的质疑所引发的这场巨大风波，正是呈现了这一争论。 一方基于消费体验呼吁强制明示，另一方则从专业角度坚决否认并准备法律维权。在这场"罗生门"背 后，暴露的是当前预制菜行业标准缺失、定义模糊与消费者认知之间难以调和的矛盾。 罗永浩公开指责，西贝"应战" 9月12日，记者探访了上海市一家西贝莜面村的后厨，员工告诉记者："店里没有预制菜。烤鱼烤羊等菜 品运来的时候都是生的状态，到店后才开始烹饪。香葱烤鱼大概需要烤9分钟，烤鸭需要烤80分 钟。"【探访详情可戳记者实探西贝后厨】 9月11日，贾国龙在接受媒体采访时则表示，西贝的中央厨房预加工，配送到门店的是原料，例如羊排 切割成标准形状等。预制和预制菜是两回事，预制是提前加工、预加工。预制菜是成品，是将熟食加工 好冷冻，再拆包装后加热直接食用。 缺乏国标，但鼓励预制菜明示 实际上，在被C端消费者熟知之前，我国预制菜行业的发展已有20多年之久。但当时预制菜仅仅被B端 业者所知晓，并作为行业内的切配和辅助环节， ...