2025.07. 08 更值得警惕的是供应链的极限承压。不少外卖员和店员对于补贴的感受是慌乱的。突如其来的补贴活 动无法让他们有足够的时间去应对暴增的单量，加班加点、紧急调动休息人员才勉强得以维持门店运 转。在一些奶茶门店，甚至有外卖员亲自上阵帮助店员制作奶茶。 为了应对订单激增，有的门店不得不将营业时间延长至凌晨三点， 店员群体的服务意愿同样面临考 验。有店员直言"爆单对店员来说必然不是好事"，当薪资结构与店员的单量脱钩，当超负荷工作成为 常态，服务的热情必然被疲惫感取代。 平台方作为这场活动的发起者，补贴的初衷或许是给消费者带来惊喜，刺激周末的消费热情。但商业 世界的运行逻辑远比想象中复杂。在笔者采访中，不少商家和小哥都表示补贴大战来得突然，措手不 及。商家需要在极短的时间内调整库存、调配人手，甚至可能因准备不足而错失销售良机。这种"突 袭式"的活动，无疑是对商家应变能力的一次极限挑战。 当然，突然的补贴大战也是对品牌各方面能力的一次抽查。在这场大战中，头部品牌凭借规模与议价 能力，往往能更高效地承接、消化流量，甚至借势扩张；而根基未稳的新锐或中小品牌，则可能被骤 然涌入的订单冲垮脆弱的运营体系。换句话说 ...

21世纪经济报道记者王峰 天水某幼儿园铅中毒事件发生后，加强食品安全检查是必需，防范类似事件 再次发生更重要。据报道，7月2日起，甘肃省天水市麦积区市场监管局对全区学校、幼儿园食堂全覆盖 开展食品安全专项检查和抽样检验工作。 再严格的制度也需要由人来落实，幼儿园食品安全管理更是如此。特别是哪些成分容易引起铅中毒，不 是靠日常检查采购的蔬菜是否新鲜、米面粮油是否超过保质期等就能辨别的，而是需要专业知识和经 验。《集中用餐单位落实食品安全主体责任监督管理规定》自4月15日起施行，这部管理规定特别强 调，学校、幼儿园食品安全实行校长（园长）负责制，并明确规定了食品安全总监、食品安全员的职 责。上述北京市海淀区幼儿园的《食品安全总监职责清单》就规定，食品安全总监要"具备识别和防控 相应食品安全风险的专业知识"，这就需要对相关人员进行定期和系统的食品安全培训和考核。 幼儿园要承担起食品安全主体责任，但来自主管部门和相关方的监管监督必不可少。监管部门应建立严 格的准入制度，从源头上保证幼儿的饮食安全，还应当制定明确的食品安全管理标准, 对幼儿园的厨 房、食堂进行定期检查，并严密监控食品采购、存储、加工、备份环节, 还要加 ...

立高食品股份有限公司相关债券 中鹏信评【2025】跟踪第【354】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经授权不得修改、复制、转载和出售。除 ...

编者按：消费者的信任与喜爱，是面向大众的消费企业最宝贵的市场资源。近年来，随着消费品牌与公司经营全流程环节的绑定程度不断加深，每一次消 费产品舆情的出现、演变和定调，既考验其品牌长期建设和应急策略的有效性，也反映了其整体企业文化与运作机制中的特征。 南方财经全媒体 ·21 世纪经济报道消费新闻部长期关注消费类企业的舆情动态，在跟进新闻动态、传递有效信息和反映消费者诉求的基础上，希望以每一 次典型舆情案例的出现和应对为切口，观察企业在面对突发性公共事件和舆论环境变化时的处理过程，从而以更全面的视角看待企业在品牌、市场运营管 理中的得失，从而为行业做出预警和警示。 为此，南财 ·21 消费新闻部综合企业在舆情预警与回应中涉及的公开操作维度，形成量化评分机制 —— 具体而言，包含舆情管理及响应、舆情回应、事件 处理、品牌影响四个一级指标和预防机制、回应直接度、信息透明度、处理长效性等 14 个二级指标，按照百分制根据重要性对不同指标赋值并打分，并以 《消费舆警指数》对企业的应对速度、态度与有效度进行分析评价，为企业品牌管理与消费者的品牌认知提供参考。 21世纪经济报道记者 易佳颖 上海报道 一、舆情事件：华莱士炸鸡 ...

Core Viewpoint - The shift in Chinese consumer dietary preferences from "eating enough" to "eating well" and "eating healthily" is being driven by national health initiatives, with companies like Yihai Kerry Golden Dragon Fish actively aligning their strategies with these trends [1][2]. Group 1: Market Trends and Company Strategy - The Chinese health industry is projected to reach a market size of 13.4 trillion yuan by 2025 and 29.1 trillion yuan by 2030, indicating a significant growth opportunity [2]. - Yihai Kerry Golden Dragon Fish has been strategically investing in the health food sector for the past five years, expanding its product offerings to include a variety of health-oriented foods [2]. - At the 2024 Import Expo, the company showcased innovative products such as low GI certified noodles and plant-based dairy alternatives, catering to specific health needs [2]. Group 2: Research and Development - In 2024, the company invested 274 million yuan in R&D, marking a continuous increase over three years, with R&D expenditure significantly exceeding the industry average [4]. - The company has established a global R&D center in Shanghai, with investments totaling several billion yuan and a team of over 300 researchers, more than 70% of whom hold advanced degrees [4]. - Yihai Kerry Golden Dragon Fish has accumulated 3,910 intellectual property rights, with 215 new patents added in the previous year [4]. Group 3: Food Safety and Quality Control - The company maintains a comprehensive quality control system from farm to table, ensuring food safety through strict technical standards and production processes [5][6]. - Advanced technologies such as IoT, big data, and AI are utilized in the company's smart factories to achieve data visualization across production, storage, and logistics [5]. - The company has implemented a "Four Full and One New" food safety management model, ensuring safety across the entire supply chain [6]. Group 4: Social Responsibility and Recognition - Yihai Kerry Golden Dragon Fish has been recognized for its commitment to social responsibility, integrating it into its core business values [7][8]. - The company ranked first among Chinese food enterprises in the S&P Global Corporate Sustainability Assessment, surpassing many international brands [8]. - It has maintained an A rating in MSCI ESG ratings for two consecutive years, solidifying its leadership position in the Chinese grain and oil food industry [8].

Core Viewpoint - The recent incident involving forged health certificates at Juewei Foods has raised serious questions about the company's franchise model and its implications for food safety and brand reputation [1][2][3] Company Summary - Juewei Foods has been implicated in a food safety scandal where 22 employees at a franchise store were found to have forged health certificates, leading to a significant public outcry [1][2] - The company has stated that the implicated store is managed by a franchisee and has taken measures to suspend operations at the affected location while conducting nationwide checks on health certificate authenticity [2][3] - Juewei Foods operates a franchise model where franchise stores account for 74.61% of its total revenue, which presents challenges in maintaining food safety standards [3][4] Industry Summary - The incident highlights vulnerabilities in the franchise model of food safety management, as franchisees may prioritize cost-cutting over compliance with health regulations [4][5] - The overall growth of the marinated food industry is slowing, with significant operational pressures facing leading companies, including Juewei Foods [5] - Juewei Foods has announced strategic adjustments to focus on its core duck neck business and improve revenue per store while ensuring franchisee survival [5][6] - The company reported a revenue of 5.015 billion yuan for the first three quarters of 2024, a decrease of 10.95% year-on-year, while net profit increased by 12.53% [5]