预制菜

Search documents
预制菜概念股ESG相关报告披露率为45% 专家认为提高透明度是关键
Mei Ri Jing Ji Xin Wen· 2025-09-16 11:46
Core Viewpoint - The recent controversy surrounding pre-prepared meals has drawn significant attention to the industry, particularly following comments made by a prominent figure regarding the quality and pricing of dishes at a specific restaurant chain [1] Group 1: Industry Overview - The A-share market has 31 companies involved in the pre-prepared meal concept, with 14 of them disclosing ESG (Environmental, Social, and Governance) reports, resulting in a disclosure rate of 45% [1] - The focus of the industry includes key issues such as product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Reporting - Among the 31 companies, 9 are rated A (including A+, A, A-), 9 are rated B, 8 are rated C, and 5 are rated D, indicating a relatively even distribution of ESG ratings [3] - The majority of companies emphasize the importance of transparency in their ESG reports, with a notable number focusing on sustainable development and social responsibility [2][3] Group 3: Environmental Initiatives - Companies like Jinlongyu and New Hope are implementing green logistics and sustainable packaging practices to reduce environmental impact [4] - Out of the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions), highlighting a gap in comprehensive carbon footprint reporting [4] Group 4: Food Safety and Quality - The industry is shifting towards enhanced food safety and nutritional health management, driven by national strategies aimed at prioritizing public health [5] - New regulations on food additives are set to be implemented, requiring pre-prepared meal producers to adjust their product formulations to comply with stricter safety standards [5] Group 5: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies like Jinlongyu and New Hope adopting rigorous supplier management practices [7] - The emphasis on transparency and responsible sourcing is seen as essential for maintaining consumer trust and ensuring product quality [8]
ESG信披观察 | 预制菜概念股ESG相关报告披露率为45% 专家认为提高透明度是关键
Mei Ri Jing Ji Xin Wen· 2025-09-16 11:42
Core Viewpoint - The recent controversy surrounding pre-prepared meals has highlighted the importance of transparency and ESG (Environmental, Social, and Governance) disclosures in the food industry, particularly in relation to food safety and consumer trust [1][3][8] Group 1: Industry Overview - The A-share market has 31 companies in the pre-prepared meal sector, with 14 of them disclosing ESG reports, resulting in a disclosure rate of 45% [1] - Key issues of concern for these companies include product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Disclosure and Transparency - Among the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions) [4] - The distribution of ESG ratings among the 31 companies shows 9 rated A, 9 rated B, 8 rated C, and 5 rated D, indicating a relatively even spread [4] Group 3: Food Safety and Quality Management - The food industry is shifting focus from food safety to nutritional health, with new standards being implemented to enhance product safety [5] - Companies like New Hope and Golden Dragon Fish emphasize quality management and sustainable practices, with specific targets for reducing harmful ingredients in their products [5][6] Group 4: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies implementing digital platforms for supplier lifecycle management and sustainability [7] - New Hope has established a Supplier Management Committee to oversee supplier relations, while Anji Food emphasizes the importance of small and medium enterprises in its supply chain [7] Group 5: Consumer Trust and Market Dynamics - The controversy reflects a broader food safety crisis, where transparency is essential for maintaining consumer trust and fair competition [8] - The principle of transparency is seen as a key factor in preventing market malpractices and ensuring that consumers are not misled [8]
每经热评丨罗永浩收手、西贝认错,狂欢的舆论可否为“悬崖边的企业”让出一条路
Mei Ri Jing Ji Xin Wen· 2025-09-16 10:32
每经评论员 付克友 剧中人偃旗息鼓,围观群众散了又聚,聚了又散。这次,网络大V罗永浩与西贝的预制菜之争,真的要 剧终了。 9月15日,西贝就近期预制菜争议发布致歉信,承诺在10月1日前完成九项整改措施,包括使用非转基因 大豆油、多款菜品改为门店现做等。 随后不久,罗永浩发文称,不再为"面子"而"较劲",也不再意气用事,决定放弃进一步追究西贝。 胖东来创始人于东来发声:希望人们理性理解帮助企业解决问题走向美好,而不是不经意间毁掉一个企 业,因为做好一个企业太不容易。 这些迹象表明,从网红大V到当事企业,再到相关企业家,正在形成一种良性互动,达成一种心照不宣 的商业共识。那就是,网络大V指出问题,企业主体照单接收并整改,舆情成为推动行业进步的契机。 对于西贝和贾国龙来说,预制菜风波是一个深刻的教训,也是一个改过自新、更上一层楼的契机。面对 越来越大的舆论压力,西贝承认"生产工艺与顾客期望有较大差异"。所谓"打明牌,做一个透明的西 贝",既是对消费者的承诺,也是对自身品牌的修复策略。最新的整改举措,已经表明立正挨打的态 度,是令人喜闻乐见的。 罗永浩最新表态,显示出了克制和理性,也体现出他对自身影响力的清醒认知和某 ...
吴世春:为什么我一直不投预制菜?
创业家· 2025-09-16 10:28
Core Viewpoint - The article emphasizes the importance of investing in unique, non-consensus sectors rather than crowded, low-barrier industries, which are seen as wasteful of social wealth [4][7]. Investment Strategy - The company avoids investing in popular sectors like prepared food, shared bicycles, and community group buying due to their low entry barriers and high competition [3][4]. - The focus is on sectors with scarcity and uniqueness, requiring independent judgment from investors [7][8]. Case Study: Canban - The success of Canban, which achieved over 2 billion in sales within a year, is highlighted as a non-consensus investment decision [13][15]. - The founder of Canban, who lacked formal educational credentials, exemplifies the type of ambitious and resourceful entrepreneurs the company seeks to support [15][16][19]. Future Investment Plans - The company plans to invest no less than 1.5 billion in the upcoming months, indicating a strong financial position [24][25]. - An upcoming event in Sichuan aims to explore innovative growth engines and connect with entrepreneurs [26][30]. Entrepreneurial Characteristics - The article discusses the traits of successful entrepreneurs, emphasizing that educational background is not a determining factor for success [19][20]. - The narrative includes examples of other successful entrepreneurs with similar backgrounds, reinforcing the idea that ambition and resilience are key [17][18].
罗永浩向西贝开炮后,预制菜反倒藏投资机遇?
Sou Hu Cai Jing· 2025-09-16 07:08
Core Viewpoint - The recent controversy involving internet celebrity Luo Yonghao and the restaurant chain Xibei highlights significant consumer concerns regarding the use of pre-prepared dishes in the food industry, potentially leading to greater regulatory scrutiny and industry standardization [2][6][12]. Group 1: Incident Overview - Luo Yonghao criticized Xibei for allegedly using pre-prepared dishes, prompting a strong denial from Xibei's founder, Jia Guolong, who threatened legal action against Luo [4][6]. - In response to the backlash, Xibei implemented measures such as a new menu and transparency initiatives, but reported a noticeable decline in daily revenue [4][6]. - The public largely supported Luo, with many comments on social media criticizing Xibei's practices [4][6]. Group 2: Consumer Concerns - The core issue for consumers is not the opposition to pre-prepared dishes but the lack of transparency regarding their use, which affects trust in restaurant brands [6][12]. - The incident has drawn attention from regulatory bodies, with the Beijing Municipal Market Supervision Administration indicating it is monitoring the situation [6][12]. Group 3: Regulatory Developments - Concurrently, a significant policy development occurred with the draft of the "National Standard for Food Safety of Pre-prepared Dishes" passing expert review, set to be publicly consulted [7][10]. - This draft aims to standardize definitions and safety measures for pre-prepared dishes, addressing consumer rights to information and safety [10][11]. Group 4: Market Impact - Following the controversy, the pre-prepared dish sector saw a notable increase in stock prices, with the Tonghuashun A-share pre-prepared dish index rising by 0.99% [7][10]. - Analysts predict that the introduction of national standards will enhance consumer confidence and drive industry consolidation, favoring larger, compliant companies [11][12].
拒餐厅“投喂”预制菜,消费者盼餐饮“于东来”
21世纪经济报道· 2025-09-16 04:43
在各方讨论中,消费者态度尤为鲜明: 不少人明确反对专门去餐厅吃现炒菜时,被"投喂"预制菜。 而在不满餐厅"隐 性使用"预制菜的背后,消费者也期待餐饮行业能涌现"于东来"式人物,既通晓市场运营,又看重消费者权益,能以透 明负责的姿态平衡产业效率与消费体验。 现阶段,各界人士在对预制菜的认知上还存在着诸多分歧。部分餐饮、食品行业从业者担忧,西贝事件会加剧社会对 预制菜的"污名化"。例如在河南某地,预制菜园区已经"连夜改名"为"绿色食品创新示范产业园区",从业者对舆论风向 的敏感与焦虑可见一斑。 记者丨刘婧汐 张梦琦 编辑丨喻淑琴 高梦阳 贾国龙与罗永浩的"对轰" 尚未落幕,与之相关的预制菜话题也依旧热度不减。 在采访过程中,有从业者向记者表示,符合生产标准的预制菜不是洪水猛兽,而是能够同时满足效率与安全的现代食 品工业产物,希望大众能跳出争议,客观看待预制菜的产业价值。 中国食品工业协会研究室特聘专家、中国预制菜产业园创新发展工程中心专家周孝云认为: "预制菜不是洪水猛兽,事 实上,用"工业锅"炒好"农业菜"一直是预制菜的定位,预制菜作为三产融合的重要形式,也有利于食品安全和产业发 展。" 何为预制菜? 到底什么 ...
预制菜板块昨天涨今天跌
Di Yi Cai Jing· 2025-09-16 04:32
Group 1 - The prepared food sector experienced a decline of 0.43% as of September 16, with notable drops in companies such as Guoguang Chain (down 4.88%), Sanjiang Shopping (down 3.9%), and Huijia Times (down 4.78%) [1] - On September 15, the prepared food sector had a positive performance, increasing by 0.99%, with companies like Delisi and Sanjiang Shopping hitting the daily limit, while others like Huifa Food, Weizhi Flavor, Guolian Aquatic, Qianwei Central Kitchen, and Gaisi Food also saw varying degrees of increase [1]
昨天上涨的预制菜板块今天跌了
第一财经· 2025-09-16 04:29
本文字数:666,阅读时长大约1分钟 封图 | AI生成 截 至 9 月 16 日 午 间 收 盘 , 同 花 顺 App 数 据 显 示 , 预 制 菜 概 念 板 块 跌 0.43% 。 其 中 国 光 连 锁 (605188.SH)跌4.88%,昨日涨停的三江购物(601116.SH)跌3.9%,汇嘉时代(603101.SH)跌 4.78%。 2025.09. 16 作者 | 第一财经 揭书宜 千味央厨在互动平台回答投资者关于如何应对公众对预制菜行业的信任危机时表示,其深刻理解并高度 重视当前市场对预制菜行业存在的信任挑战,并采取了多项应对措施,包括源头严控与供应链升级,公 司始终将保障原料的稳定供应与卓越质量视为重中之重;构建严密的质量监控体系,针对不同业务环节 制定了质量管理制度等。 微信编辑 | 生产队的驴(吃午餐版) 9 月 15 日 , 预 制 菜 概 念 板 块 走 高 , 同 花 顺 数 据 显 示 , 预 制 菜 概 念 板 块 当 日 涨 幅 0.99% 。 得 利 斯 (002330.SZ)、三江购物涨停,惠发食品(603536.SH)、味知香(605089.SH)、国联水产 (30 ...
昨天上涨的预制菜板块今天跌了
Di Yi Cai Jing· 2025-09-16 04:13
9月15日,预制菜概念板块走高,同花顺数据显示,预制菜概念板块当日涨幅0.99%。得利斯(002330.SZ)、三江购物涨停,惠发食品(603536.SH)、味 知香(605089.SH)、国联水产(300094.SZ)、千味央厨(001215.SZ)、盖世食品(836826.BJ)、等公司均有不同程度地上涨。 预制菜行业仍存挑战。 截至9月16日午间收盘,同花顺App数据显示,预制菜概念板块跌0.43%。其中国光连锁(605188.SH)跌4.88%,昨日涨停的三江购物(601116.SH)跌 3.9%,汇嘉时代(603101.SH)跌4.78%。 对于预制菜行业所面临的挑战,味知香董事长、总经理夏靖此前在业绩发布会上表示,预制菜行业的繁荣与挑战并存,在市场规模快速增长的同时,消费者 需求的多元化和行业竞争的加剧也为预制菜企业提出更高的要求,同时,预制菜行业也面临了标准不一、食品安全、监管标准等问题,随着相关标准的逐步 出台,从长期来看,优质的品牌力将会是人们的消费选择。 千味央厨在互动平台回答投资者关于如何应对公众对预制菜行业的信任危机时表示,其深刻理解并高度重视当前市场对预制菜行业存在的信任挑战,并采取 ...
西贝发布致歉信,承诺部分菜品将调整为门店现做,贾国龙:做一个透明的西贝,今后彻底向胖东来学习【附预制菜行业市场分析】
Qian Zhan Wang· 2025-09-16 03:49
(图片来源:摄图网) 近日,罗永浩公开吐槽西贝莜面村"预制菜比例过高"的言论持续发酵,将这家知名餐饮品牌推向舆论风口, 也再次引发公众对预制菜行业关注。 近日,西贝受到大家的广泛关注与讨论。在 这场风波中,我们看到了许多顾客对西贝的 关心、疑问与批评。 这些声音,我们都一一记在心里,也深刻意 识到:西贝的生产工艺与顾客的期望有较大 差异,没有满足广大顾客的需求与期待。 在此,西贝对给顾客带来的困扰和担忧致以 深深歉意。向每一位关注此事提出意见、建 议的顾客,致以最诚挚的感谢。 同时,请每一位顾客放心,西贝始终坚守严 格的食品安全底线,严格遵守国家相关法律 法规。 此刻西贝全体伙伴已积极行动起来,就顾客 关心的问题进行逐一改善。 为了满足广大顾客的需求,让顾客拥有更好 的体验。我们将尽可能把中央厨房前置加工 工艺调整到门店现场加工。 2025年10月1日前,西贝全国门店会陆续完成 以下调整: 1、西贝所有使用大豆油烹调的菜品,调整为 使用非转基因大豆油。 9月15日,西贝餐饮通过官方微博发布致歉信,宣布多项整改措施,包括将所有使用大豆油的菜品改用非转 基因大豆油、儿童餐"吃光光牛肉焖饭"的牛肉酱调整为门店现炒等 ...