活动现场。 封面新闻记者 陈远扬 12月12日，四川资阳市雁江区苌弘广场轨道交通资阳线出入口附近热闹非凡。为期两天的2025年"蜀里安逸·源味雁江"消费季推广活动在这里正式拉开帷 幕，28个特色展位串联起农特产品、工业制品与本土商户，为市民呈现了一场"从田间到舌尖"的消费盛宴。 "本次活动设置了三大展区，覆盖'农工商'全链条本土特色产品，为市民提供一站式消费体验。"雁江区商务局机关党总支书记余文婷介绍道。 雁江素有"长寿之乡"美誉，此次消费季立足生态优势，将优质农产品从田间直接送到市民餐桌，既搭建了产销对接的桥梁，也落实了四川省"蜀里安逸"消 费品牌培育要求。 "通过地铁口播、抖音等多渠道宣传，我们吸引了大量成都及本地群众参与。"余文婷表示，"预计活动参与人数将突破5万人次，拉动消费近百万元。" "刚刚尝了蒋鹅儿，又香又入味，立马又买了一盒！"从成都专程坐地铁赶来的曾珍女士手里提着一盒刚买的非遗美食蒋鹅儿笑着说，"听说这边有活动， 就想来买点地道的雁江味道回去周末吃。"她手中的卤鹅色泽油亮，卤香浓郁，是活动现场的爆款之一。 农特产品展区内，中和镇的小龙虾鲜亮诱人，迎接镇的肉鸽飘香四溢，丹山镇的凉粉清爽可口，小 ...

Core Insights - Longxin Group has officially established its headquarters in Wuhan, marking a significant step in its strategic layout and showcasing its "AI + Energy" integration innovations [2][8] - The company plans to invest 3 billion yuan in the East Lake High-tech Zone over the next five years to develop its energy integration business headquarters [3][8] Company Overview - Longxin Group, founded in 2003 and listed on the Shenzhen Stock Exchange in 2017, focuses on AI-driven energy technology strategies, utilizing digitalization, AI, IoT, and power electronics to promote green development [3][6] - The company reported a net profit of 106 million yuan for the first three quarters of 2025, a year-on-year decrease of approximately 34%, primarily due to rapid revenue recognition in the previous year [3] Technological Developments - The newly established "Longxin Jiugong Artificial Intelligence Laboratory" aims to develop AI technologies for energy systems, including virtual power plants and market trading [5][8] - The laboratory will collaborate with local universities to foster talent and innovation in AI and energy sectors [5] Regional Development - Wuhan has become a hub for various enterprises, including Longxin Group, due to its favorable business environment and abundant talent pool, with over 130,000 university students [6][7] - The East Lake High-tech Zone has optimized its business environment and introduced policies to support technological innovation, contributing to the growth of the AI and energy sectors [7][8] Strategic Goals - Longxin Group aims to leverage its Wuhan headquarters to focus on key areas such as renewable energy consumption, market trading, and carbon neutrality initiatives [8]

Summary of the Pre-prepared Food Industry Conference Call Industry Overview - The pre-prepared food industry is experiencing favorable policies, with a notification from six departments in 2024 clarifying the scope of pre-prepared dishes, which is expected to promote high-quality development in the industry [1][4] - The frozen food market in China benefited from the development of cold chain logistics and consumption upgrades, reaching a market size of 199.2 billion yuan in 2022, with a compound annual growth rate (CAGR) of 10.25%, projected to reach 330 billion yuan by 2025 [1][5] - The frozen hot pot ingredient market is continuously growing, with a market size of 52 billion yuan in 2021, expected to reach 83.3 billion yuan by 2025 [1][6] - The frozen noodle and rice products market has entered a mature phase, with a market size of 78.2 billion yuan in 2021, projected to exceed 100 billion yuan by 2025 [1][7] - The pre-prepared dishes market is rapidly growing, with a market size of 419.6 billion yuan in 2022, a year-on-year increase of 21.31%, and expected to surpass 1 trillion yuan by 2026 [1][8] Key Players and Market Structure - The upstream of the pre-prepared food industry includes raw material suppliers from agriculture, forestry, animal husbandry, and fishery, as well as packaging materials [2] - The midstream consists of five categories: agricultural and aquaculture companies, traditional frozen food companies, specialized pre-prepared food companies, restaurant chains, and retail companies [2] - The downstream includes large B-end, small B-end, and C-end markets, covering diverse dining scenarios such as chain restaurants, takeout, and group meals [2] Market Dynamics and Trends - Chain restaurants adopting pre-prepared dishes can improve service speed, stabilize quality, and reduce costs, with leading chain restaurants using pre-prepared dishes exceeding 85%, increasing profit margins from 25% to 32% [3][10] - The online takeout market in China grew from 0.3 trillion yuan in 2017 to 1.12 trillion yuan in 2022, increasing its share of the overall dining market from 7.6% to 20% [10] - The group meal market is expected to maintain a growth rate of around 10%, with a low concentration level (CR100 of only 6.7%) indicating significant potential for consolidation [11] Consumer Insights - C-end consumers of pre-prepared dishes are primarily women, middle to high-income individuals in first and second-tier cities, and young adults [13] - The trend of smaller households and a faster-paced lifestyle are driving the demand for pre-prepared dishes, with sales on major e-commerce platforms increasing by 120.5% year-on-year in January 2024 [13] Competitive Landscape - The frozen hot pot ingredient market has a low concentration (CR5 of only 15%), indicating potential for further consolidation, with key players including Anjijia and Haixin [7] - The frozen noodle and rice products market has a high concentration (CR3 of 64%), dominated by three major players: Sanquan, Sinian, and Wanchai Ferry [7] Future Outlook - The pre-prepared food market in China is considered a blue ocean market, with a projected size of 1 trillion yuan by 2026, and low industry concentration suggesting ample growth opportunities [15] - Companies with product, customer, channel advantages, and high supply chain efficiency are expected to stand out, with recommendations to focus on leading companies like Anjijia and Qianwei Central Kitchen, as well as others like Longda Meishi and Weizhi Xiang [15]

Core Insights - The article discusses the transformation of small cities into popular tourist destinations through social media and flow economy, focusing on the "post-internet celebrity era" of urban development [1] Group 1: Tianshui's Success - Tianshui, a small city in Northwest China, gained popularity due to its spicy hotpot, with visitor numbers remaining high even after the initial surge [2][7] - The number of hotpot restaurants in Tianshui has increased fivefold to around 1,400 since its rise to fame [4] - Tianshui aims to elevate its hotpot to a recognized regional delicacy and has initiated trademark registration and industry association formation to support this goal [6] Group 2: Economic Impact - In 2024, Tianshui received 59.5 million tourists, generating a tourism revenue of 38.3 billion yuan, both showing over 23% growth [6] - The city has signed 253 investment projects with a total investment of 798.63 billion yuan, indicating a strong economic response to its newfound popularity [8] Group 3: Zibo's Strategy - Zibo, another city that gained fame for its barbecue, is working to diversify its tourism offerings beyond just food, aiming for a more sustainable tourism model [10][12] - The city has set a target to receive 65 million tourists and achieve over 64 billion yuan in tourism revenue by 2026 [12] - Zibo's industrial strategy includes developing a pre-packaged food industry and focusing on four key sectors: new materials, intelligent equipment, new pharmaceuticals, and electronic information [13] Group 4: Rongchang's Challenges - Rongchang, known for its "Lu Goose," experienced a significant influx of tourists but is now facing challenges in maintaining that interest [15][19] - The area saw a 743.6% increase in visitors during the May holiday, but numbers dropped significantly during the subsequent holiday period [17] - The local government has launched a development plan aiming for over 1 billion yuan in output value for the goose industry by 2026, indicating a strategic shift towards sustainable growth [19]

Core Insights - The article discusses the transformation of the city of Zibo from a "viral city" driven by its barbecue culture to a more sustainable and diversified urban identity, focusing on long-term development strategies rather than short-term trends [2][20]. Group 1: Zibo's Viral Phenomenon - Zibo became a phenomenon in early 2023 due to its barbecue culture, attracting significant attention and visitors [2][5]. - The city has experienced fluctuations in its popularity, with discussions about its status as a "viral city" becoming common [2][6]. - Despite concerns about declining interest, Zibo has maintained a steady flow of visitors during peak seasons, indicating a resilient tourism sector [5][11]. Group 2: Strategic Shift in Development - Zibo's government has shifted its focus from short-term viral trends to long-term industrial and cultural development, emphasizing "new quality productivity" and manufacturing upgrades [2][10]. - The city has established a "high-quality development command" to enhance its cultural and tourism sectors, reflecting a strategic pivot from merely capitalizing on barbecue fame to fostering a broader cultural identity [9][10]. - The local government aims to transform the influx of visitors into sustained interest in the city's diverse offerings, moving beyond the barbecue label [11][12]. Group 3: Economic Impact and Growth - In 2023, Zibo's retail sales of consumer goods increased by 9.6%, with significant growth in the accommodation and catering sectors, indicating a positive economic impact from the viral phenomenon [6][10]. - The city has set ambitious tourism goals, aiming to attract 65 million visitors and achieve over 64 billion yuan in tourism revenue by 2026 [10][18]. - Zibo's industrial transformation is evident, with the contribution of its four key industries rising from 48.9% to 59.8% of the city's industrial output from 2021 to 2024 [17][18]. Group 4: Talent Attraction and Future Prospects - Zibo has implemented policies to attract young talent, successfully bringing in over 40,000 graduates annually, which supports its industrial and economic transformation [18][19]. - The city has established a clear development goal to achieve a GDP of over 700 billion yuan and to join the "trillion GDP club" within the next decade [19][20]. - Zibo's approach to leveraging its viral status as a catalyst for broader economic and cultural development serves as a model for other cities [20][21].

Core Insights - The article discusses the transformation of the city of Zibo from a traditional industrial base to a "internet celebrity city" driven by the popularity of its barbecue culture, highlighting the strategic shift in its development focus from short-term tourism to long-term industrial growth [2][12][25] Tourism and Cultural Development - Zibo became a phenomenon in early 2023 due to its barbecue offerings, leading to a surge in tourism and consumer spending, with retail sales increasing by 9.6% year-on-year, surpassing provincial and national averages [5][9] - The city is now working to diversify its tourism offerings beyond barbecue, aiming to enhance its cultural and tourism brand through various events and attractions [8][9][11] - Zibo's government has shifted its focus from managing the barbecue craze to promoting high-quality development in the cultural and tourism sectors, indicating a strategic transition [9][12] Economic and Industrial Transformation - Zibo is leveraging its industrial heritage to develop a robust food processing and logistics sector, aiming to become a hub for pre-prepared food production, targeting a billion-level industry cluster [16][20] - The city is also focusing on upgrading its traditional industries and fostering new sectors such as hydrogen energy, robotics, and electronic information, with the goal of increasing the proportion of its "four strong" industries in the overall industrial output [18][19] - Zibo's government has implemented policies to attract talent, successfully bringing in over 40,000 graduates annually, which is crucial for its industrial transformation [20][21] Strategic Insights - The article emphasizes Zibo's strategic clarity in maintaining its focus on industrial upgrades while utilizing the influx of tourism as a catalyst for broader economic development [22][23] - Zibo's approach to managing the "internet celebrity" phenomenon is characterized by a commitment to enhancing public services and urban governance, ensuring that the benefits of increased visibility translate into sustainable growth [23][25] - The city's long-term vision includes ambitious economic targets, such as achieving a GDP of over 700 billion yuan and a total industrial output exceeding one trillion yuan within the next decade [20][22]

Core Viewpoint - The ongoing discussion about "pre-prepared dishes" in the market raises questions regarding their taste, nutrition, and safety, with a particular focus on the lack of a unified classification standard globally [1][3]. Group 1: Definition and Standards - The concept of "pre-prepared dishes" lacks rigor in classification, as highlighted by industry experts [4]. - Current market concerns primarily revolve around food safety; however, all types of pre-prepared products must comply with national food safety standards [4][6]. Group 2: Consumer Preferences and Market Dynamics - Fully cooked pre-prepared products face challenges in consumer acceptance due to issues like "meat off-flavor," while semi-finished products that require final cooking steps are gaining market recognition for balancing convenience and taste [6]. - The B2B market for pre-prepared foods is driven by demand and pricing, with different channels such as restaurants, canteens, and takeout reflecting this dynamic [7]. Group 3: Channel-Specific Insights - In the restaurant sector, price tiers dictate the choice of ingredients and production methods, with high-end establishments using fresh, high-quality ingredients, while lower-tier restaurants often rely on centralized kitchens for cost efficiency [9]. - School canteens face a dilemma between price and quality, necessitating a balance between diverse offerings and food safety [10]. - The takeout industry predominantly utilizes "pre-prepared meal kits" to meet the demands for speed, efficiency, and low cost, catering to young consumers' needs [11]. Group 4: Market Structure and Opportunities - The current market for "pre-prepared dishes" essentially consists of various forms of processed foods designed to meet diverse consumer needs for convenience, taste, and cost-effectiveness [13]. - There is no global standard for classifying pre-prepared dishes, allowing the Chinese retail market to thrive by offering a range of products that cater to different consumer segments [14].

Investment Rating - The industry investment rating is "Recommended" with expectations that the industry index will rise more than 5% over the next 3-6 months compared to the benchmark index [18]. Core Insights - The recent public discourse surrounding prepared dishes has highlighted a significant misunderstanding between consumers and businesses regarding the definition and pricing of these products. Consumers are not opposed to prepared dishes but are concerned about being charged high prices under the guise of freshly made meals [7]. - National standards for prepared dishes have been established, and further detailed regulations are expected to be implemented. The definition of prepared dishes includes pre-packaged meals that do not contain preservatives and require heating or cooking before consumption [7]. - Future policies are anticipated to accelerate the implementation of standards, leading to greater transparency in the restaurant industry regarding the use of prepared dishes. Some restaurants are already taking steps to disclose their cooking processes and ingredient sourcing [7]. - The trend towards a more efficient and standardized food supply chain is expected to continue, with a focus on industrialization in food production. Successful companies will likely adopt high standards for supplier entry, transparent ingredient sourcing, and clear production processes [7]. - Investment recommendations suggest that the acceleration of industry standardization will benefit leading companies. The report highlights potential beneficiaries such as frozen food leader Anjijia and custom meal companies like Baoli, while also noting that lower-end small workshops may gradually exit the market [7]. Summary by Sections Industry Overview - The food and beverage industry consists of 126 listed companies with a total market capitalization of approximately 48,214.68 billion [4]. - The circulating market value is around 46,997.67 billion [4]. Performance Metrics - Absolute performance over the last 12 months is reported at 26.9%, while relative performance shows a decline of 16.3% [5]. Related Research Reports - Previous reports include insights on the liquor industry and the functional food sector, indicating ongoing trends and opportunities within the food and beverage landscape [7].

Core Viewpoint - The pre-prepared food industry is gaining attention and requires objective analysis to address health and safety concerns while promoting its development [1] Group 1: Industry Trends - The global trend towards pre-prepared food is evident, driven by changing consumer demands for efficiency, taste consistency, and hygiene standards [2] - The emergence of pre-prepared meals aligns with advancements in preservation and transportation technologies, making high-quality options feasible [2] - The Chinese government has recognized the importance of developing the pre-prepared food industry, as highlighted in the 2023 Central Document No. 1 [2] Group 2: Addressing Concerns - Public concerns about the safety and healthiness of pre-prepared meals need to be addressed through improved regulations and transparency [3] - The draft of the National Food Safety Standards for Pre-prepared Foods has passed expert review and will soon seek public input, indicating progress in regulatory frameworks [3] - Innovations in technology and management during the production, preservation, and transportation processes are essential for enhancing the quality of pre-prepared meals [3] Group 3: Market Opportunities - The pre-prepared food sector should not be viewed as a replacement for freshly cooked meals but rather as a complementary option that meets diverse consumer needs for convenience and quality [4] - The industry has the potential to evolve by addressing controversies through rational discussions and consensus-building, which can lead to further development opportunities [4]

Core Viewpoint - The recent discussions around pre-prepared meals (pre-cooked dishes) have gained significant attention, particularly regarding their definition and standards in China [1][4]. Definition and Standards - The definition of pre-prepared meals includes dishes made from agricultural products that require heating or cooking before consumption, as outlined in a notification from six government departments set to be implemented in March 2024 [4]. - Certain items, such as ready-to-eat meals and various staple foods, are explicitly excluded from the pre-prepared meal category [4]. - Two key requirements for pre-prepared meals are the prohibition of preservatives to ensure natural and healthy food, and the necessity for cold chain logistics to maintain freshness and safety [4]. Consumer Concerns - There is ongoing consumer skepticism regarding the safety and quality standards of pre-prepared meals due to the lack of a detailed standard system in the industry [5]. - Consumers express concerns about the taste and quality of pre-prepared meals compared to freshly cooked dishes, with some associating them with poor hygiene practices [6][11]. - The issue of consumer rights is highlighted, with calls for transparency from businesses regarding whether meals are pre-prepared, allowing consumers to make informed choices [11]. Industry Perspective - The central kitchen model used by businesses allows for standardization and efficiency, which can reduce costs and increase productivity [6]. - Industry experts emphasize the need for improved national standards to address the controversies surrounding pre-prepared meals, advocating for a nuanced approach rather than a one-size-fits-all solution [12]. - Recommendations include implementing a licensing management system to ensure that only compliant businesses can produce pre-prepared meals, thereby enhancing industry regulation and consumer trust [12].