以下文章来源于金角财经 ，作者温颖颖 作者：温颖颖 来源：金角财经（ID: F-Jinjiao) 罗永浩与贾国龙的一场骂战，掀起了全网对预制菜的讨伐。 ---------------------------------- 起因是罗永浩在微博上质疑西贝使用预制菜，西贝创始人贾国龙迅速否认，并放话要起诉。但舆论 的走向出乎意料 ——网友几乎一边倒站在罗永浩一边，"西兰花保质期两年""冷冻鱼能放 18 个 月"的爆料接连出现，把西贝推到风口浪尖。 西贝的麻烦还没有完全结束，其他类似的预制菜品牌相继被揪了出来。而更让人意外的是，一家原 本与餐饮风马牛不相及的 高端冰淇淋品牌 — — 野人先生，也被推上了舆论的风口。 近日有消费者指出，野人先生使用隔夜奶浆制作冰淇淋，实际售卖的并非 "现制"，而是从后厨直 接取出冷冻产品售卖。据媒体实地调查的结果， 这种牛奶浆料包的 保质期长达半年。 金角财经 . 城市新中产读本，拆解经济事件背后的逻辑。 野人先生之所以被推上风口浪尖，是因为 卖点与西贝相似，宣称 "当天现做，拒绝隔夜"，以此支 撑冰淇淋的高定价 。 如果预制质疑坐实，无异于击穿消费者信任。 野人先生小程序显示，冰淇淋 ...

Group 1: Textile Industry Transformation - Hubei Province aims to achieve a textile industry scale of 300 billion yuan by 2027, with a focus on developing a 100 billion yuan textile and apparel industry cluster and a 100 billion yuan e-commerce base [2][3] - The province plans to enhance its textile structure, targeting a chemical fiber production capacity of 1.5 million tons and increasing the local dyeing industry's matching rate to over 55% [2] - Hubei will promote digital transformation in the textile sector, utilizing technologies like VR and AR, and establishing a digital marketing network to connect consumers directly with factories [3][4] Group 2: Food Industry Development - Hubei's food industry is projected to exceed 700 billion yuan in total output value by 2027, with a focus on upgrading the food supply to meet new consumer trends towards health and convenience [5][6] - The province aims to shift from primary processing of agricultural products to deep processing, developing a pre-prepared food model that combines planting, processing, and distribution [6][7] - Hubei will promote the production of functional and high-end food products, targeting a market shift towards health-oriented and personalized food options [7]

Market Overview - The Shanghai Composite Index rose by 0.7%, with the CSI 300 also increasing by 0.7%, the STAR Market 50 up by 1.2%, the CSI 1000 up by 1.4%, and the ChiNext Index up by 1.5% on Thursday [5][6] - The best-performing sectors included beauty care (+3.1%), non-ferrous metals (+2.8%), steel (+2.7%), retail (+2.6%), and non-bank financials (+2.1%), while the worst performers were banks (-1.4%), telecommunications (-0.2%), utilities (-0.1%), oil and petrochemicals (0.0%), and home appliances (+0.1%) [5][6] - The total trading volume in the Shanghai and Shenzhen markets was 1.8447 trillion yuan, with net inflows of 3.72 billion HKD from southbound funds [5][6] Key Recommendations Company: Guoquan (02517) - Guoquan is the largest in-home meal brand in China with 10,150 stores as of 2024, driven by a high-density store model and standardized supply [7][8] - The company is expected to achieve a revenue CAGR of 21.5% from 2020 to 2024, with over 51% of its stores located in lower-tier cities [7][8] - The penetration rate of prepared foods is projected to grow at a CAGR of 20.7%, reaching 15.0% by 2028, enhancing single-store revenue potential [7][8] Company: Lianlian Digital (02598) - Lianlian Digital is a leading global cross-border payment service provider with a focus on Web3 and the only company to obtain a VATP license [10][11] - The company is expected to see a revenue CAGR exceeding 30% from 2024 to 2027, with potential for growth to over 50% due to Web3 developments [10][11] - The current price corresponds to a PS ratio of 7.7x for this year, decreasing to 5.7x by 2026, with global stablecoin-related valuations ranging from 10-15x [10][11] Company: Jack Sewing Machine (603337) - Jack Sewing Machine is positioned to benefit from the recovery of the sewing equipment industry and the shift of the textile industry to Southeast Asia [12][13] - The company is expected to achieve revenue of 7,113 million yuan in 2025, with a growth rate of 16.73%, and a net profit of 1,080 million yuan [12][13] - The introduction of humanoid robots in the garment manufacturing sector could create a market space exceeding 600 billion yuan [12][13] Important Commentary Company: Hanyi Co., Ltd. (301270) - Hanyi Co., Ltd. announced the acquisition of a 39% stake in Shanghai Pidong for 67.3 million yuan, with an overall valuation of 262 million yuan [15] - This acquisition marks a strategic shift from a tool software provider to a cultural consumption ecosystem platform [15]

Core Viewpoint - The article discusses the prevalence of pre-packaged food and beverages in modern life, highlighting the emotional and psychological aspects of consumerism, particularly through the lens of Hema's cold brew tea, which attempts to provide a semblance of authenticity in a world dominated by convenience and pre-prepared products [2][4][21]. Group 1: Pre-packaged Food and Consumer Behavior - The author reflects on living in a world filled with pre-packaged items, from ready-to-eat meals to bottled beverages, and critiques the lack of authenticity in these products [7][9]. - There is a growing acceptance of pre-packaged food, but the author emphasizes the importance of perceived quality and the emotional connection consumers have with their food [9][15]. - The article suggests that while pre-packaged products are convenient, they often lack the personal touch and authenticity that consumers desire [10][18]. Group 2: Hema's Cold Brew Tea - Hema's cold brew tea is presented as a unique product that includes actual tea leaves, differentiating it from other pre-packaged beverages that do not offer the same level of authenticity [13][21]. - The presence of tea leaves in Hema's product is seen as a marketing strategy to create an illusion of freshness and quality, despite the product being pre-packaged [22][30]. - The author appreciates Hema's effort to "perform" for consumers, suggesting that even a small gesture of authenticity can enhance the consumer experience [31][45]. Group 3: Emotional Connection and Consumer Expectations - The article discusses the desire for brands to acknowledge consumer feelings and provide a sense of care, even if it is through a facade [36][40]. - The author argues that the willingness of a brand to "pretend" to care about the consumer experience is a form of compassion in a world where authenticity is often lacking [45][46]. - The conclusion emphasizes that the act of pretending to provide quality and care can be more comforting than outright neglect from brands [46].

Group 1: Market Trends and Company Positioning - The pre-prepared food sector is expected to grow, with leading companies aiming for a scale of around 5 billion [2] - The average profit margin in the pre-prepared food industry is approximately 7-10%, while the company's current net profit margin is around 4-5% [2] - The company has established partnerships with over 1,000 well-known clients in the B2B sector, leveraging its first-mover advantage [2] Group 2: C-end Channel Developments - The company is focusing on new retail channels, enhancing product potential, and creating popular products through live streaming and short videos [3] - New products like "lightly marinated pig intestines" achieved sales of 10 million yuan within a month and 4.2 million yuan during a live streaming event [3] - The "fresh food record juicy meat sausage" sold over 10,000 units on its first day of online sales, ranking first in its category for two consecutive months [3] Group 3: Meat Products and Production Capacity - The company's meat products are primarily distributed through distributors, supermarkets, and e-commerce channels to the C-end [4] - The projected pig output for 2024 is 382,400 heads, with an expected increase to around 400,000 heads in 2025 [5] - The company plans to enhance sales and product structure while focusing on deep processing to improve profit margins [5] Group 4: Convertible Bonds - The company will actively promote conversion of its convertible bonds based on market conditions as they approach maturity [6]

Industry Overview - The "fresh food rice" category is emerging in the market, characterized by its long shelf life and convenience, requiring only two minutes of microwave heating for consumption [2][3] - The market size of China's prepared rice industry reached 3.256 billion yuan in 2023, with a year-on-year growth of 7.99%, and is expected to grow to 4.666 billion yuan by 2030 [2] Product Characteristics - Fresh food rice, also known as convenient rice, originated in Japan and is primarily aimed at B2B channels such as traditional restaurants and transportation systems [3] - The production process involves sealing cooked rice in a sterile environment, ensuring long-term storage and circulation at room temperature [3] Market Players - Various brands are entering the fresh food rice market, including Hema, Dingdong Maicai, and Jinlongyu, as well as products from Nongfu Spring and Korean brand CJ [3][4] - Sales data indicates that brands like Jinque and Mother have monthly sales in the thousands on their flagship stores [3] Pricing and Consumer Insights - The price of fresh food rice varies significantly among brands, ranging from 3 yuan to over 10 yuan per box, with specific examples including Jinque's white rice priced at 9.9 yuan for 210g [4] - Consumer feedback highlights the convenience and affordability of fresh food rice, appealing particularly to busy individuals such as office workers and students [5] Market Potential - The prepared rice market shows significant growth potential due to the fast-paced lifestyle of consumers, although it remains a niche segment with limited local brand influence [5]