此前，罗永浩曾因公开质疑西贝"用预制菜冒充现做"引发轩然大波。9月10日，他发文称西贝"几乎全是 预制菜且价格昂贵"，并晒出菜品照片显示冷冻西兰花保质期24个月、海鲈鱼含复配水分保持剂。西贝 虽紧急回应称"招牌菜现制"，但双方隔空交锋持续数日，罗永浩更在直播中连发五问，要求西贝公开预 制菜使用比例及税率差异。 9月25日，罗永浩通过个人社交媒体平台发布声明，正式宣布放弃对西贝莜面村预制菜争议的进一步法 律追责，并呼吁公众将关注点转向预制菜行业标准建设与消费者权益保护。 罗永浩在声明中表示，经过与西贝团队的多轮沟通及对行业现状的深入调研，决定不再就"预制菜使用 情况"问题对西贝提起诉讼或公开质疑。他强调："我的初衷是推动预制菜行业透明化，而非针对单一企 业。西贝已承诺调整部分菜品制作方式并公开信息，这符合消费者权益保护的方向。" 罗永浩在声明最后呼吁，公众应将关注点转向预制菜国标的实施效果及企业长期合规情况。他表 示："我的战斗不会停止，但战场将从'单个企业'转向'整个行业'。"随着国标落地，预制菜行业将进 入"透明化竞争"新阶段。企业需在效率与信任间找到平衡点：通过公开供应链信息、优化定价策略、提 升产品品质 ...

从商家运营角度看，中央厨房模式可以做到标准化、集约化、流程化，有助于"降本增效"。但消费者却 对预制菜"很敏感"。 如何定义？ 关于预制菜的定义和范围，2024年3月，市场监管总局等六部门曾联合印发相关通知。 通知明确，预制菜是以食用农产品及其制品为原料，经过工业化预加工制成，需加热或熟制后方可食用 的预包装菜肴。同时指出，以下几种情况不纳入预制菜范围：连锁餐饮中央厨房向自有门店配送的净 菜、半成品等，主食类食品，如速冻面米食品、方便食品、盒饭、盖浇饭、馒头、糕点、肉夹馍、面 包、汉堡、三明治、比萨等。 食品产业分析师朱丹蓬认为，通知中关于预制菜有两个硬性要求，一是禁止添加防腐剂，确保食品的自 然与健康；二是预制菜必须全程冷链，以维持食品的新鲜度和安全性。 然而，由于预制菜领域尚未形成更为详尽的标准体系，消费者对其安全性和质量标准仍存疑虑。 为何争议不断？ 朱丹蓬强调："破解当下预制菜争议困局，关键在于尽快出台更完善的国家标准，且不能搞'一刀切'。 除了明确预制菜的术语、分类，还需结合菜系特点进一步细化界定，比如规定'标注全预制还是半预 制''标注预制的具体时间'，同时严格要求商家尊重消费者知情权。" 与此同 ...

Group 1: Economic Fundamentals - The foundation of macroeconomics revolves around the flow of money, defined as a special commodity that serves as a general equivalent in trade, backed by national credibility [3][4] - The value of currency is anchored by the productivity it represents, and excessive issuance can lead to inflation, while insufficient issuance can cause deflation [3][4] - Countries often borrow to stimulate development, either through external loans or domestic debt issuance, forming the basis of modern finance [6] Group 2: Industrial Development - Industrialization is a complex process requiring significant capital and skilled labor, with successful examples including the UK, US, and Japan [8][12] - Real estate plays a crucial role in accelerating urbanization and economic growth, with the potential to drive GDP growth significantly [10][11] - The transition from light industry to heavy manufacturing is essential for a country's industrialization, with the automotive sector being a key focus for China [15][16] Group 3: Service Sector and Tourism - The service sector, including tourism, is projected to become increasingly important as industrialization matures, offering high returns on investment with lower capital requirements [16][24] - The tourism industry can significantly boost consumption and GDP, with a multiplier effect where tourism revenue can generate much higher economic activity [24][26] - To succeed in the tourism sector, companies must focus on cost control and continuous innovation to adapt to changing consumer preferences [27]

Group 1 - The recent events involving Luo Yonghao and Xibei have sparked renewed consumer interest in the "pre-prepared dishes" industry, leading to significant stock price increases for related listed companies [1] - Companies such as Delisi (002330), Huifa Food (603536), and Longda Meishi (002726) saw their stocks hit the daily limit, while Guolian Aquatic (300094) experienced a peak increase of 12.43% during trading [1] - The pre-prepared dishes market in China is projected to reach a scale of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to reach 749 billion yuan by 2026 [6] Group 2 - The regulatory framework for the pre-prepared dishes industry has begun to take shape, with various standards and regulations being established to promote high-quality development [4][5] - The National Market Supervision Administration and other ministries issued a notification in March 2024, providing clear definitions and standards for pre-prepared dishes [4] - Despite the rapid growth of the market, challenges such as low entry barriers, product homogeneity, and consumer trust issues have intensified competition, leading to a general decline in profits across the industry [7] Group 3 - Financial reports from several pre-prepared dish companies for the first half of 2025 indicate a decline in net profit, with Guolian Aquatic reporting a loss of 550 million yuan [9] - Most companies have experienced a decrease in gross profit margins, with notable declines in revenue for companies like Longda Meishi and Huifa Food [8][9] - The high-gross-margin companies, such as Anjixin Food and Sanquan Food, are identified as industry leaders, while others like Guangzhou Restaurant and Xianyin Food have restaurant operations that may affect their performance [10] Group 4 - The customer base for pre-prepared dishes includes a wide range of dining establishments, from fast food chains to high-end restaurants, indicating the widespread acceptance of these products in the food service industry [11] - Companies are exploring new profit growth points, with some, like Haodangjia, venturing into the health and wellness sector by developing marine product-based health supplements [11]

Core Viewpoint - The recent discussions surrounding pre-prepared meals (pre-cooked dishes) have gained significant attention, leading to some restaurants announcing a shift to freshly made dishes in-store, which enhances consumer awareness and food safety [1] Group 1: Definition and Regulation of Pre-prepared Meals - The definition of pre-prepared meals has been a focal point of debate, with a recent notice from six government departments clarifying that pre-prepared meals should not contain preservatives and do not include staple foods or ready-to-eat salads [3] - The notice aims to delineate the boundaries between pre-prepared meals and other food categories, helping to prevent market confusion and protect consumer interests [3] - There is a discrepancy between consumer perceptions and regulatory definitions, as many consumers equate packaged and pre-processed foods with pre-prepared meals [3] Group 2: Consumer Awareness and Rights - Consumers express a desire for transparency regarding the use of pre-prepared meals in restaurants, emphasizing the importance of being informed about the nature of the food they consume [4] - Various regions are actively exploring ways to promote the clear labeling of pre-prepared meals, with specific regulations set to take effect in 2025 [5] - Despite the push for transparency, many businesses are hesitant to disclose the use of pre-prepared meals due to concerns about consumer backlash [6] Group 3: Safety and Quality Concerns - There are widespread concerns among consumers regarding the use of preservatives and additives in pre-prepared meals, although regulations prohibit the use of preservatives in these products [7] - The production of pre-prepared meals involves strict food safety requirements, and reputable companies typically adhere to regulations regarding food additives [7] - The safety of pre-prepared meals is compared to freshly cooked dishes, with both having potential risks depending on preparation methods and ingredient quality [8] Group 4: Future Development of the Industry - The pre-prepared meal industry has been recognized in national policy, with calls for its development and regulation to ensure quality and safety [8] - There is a need for unified national standards to guide the production, transportation, and handling of pre-prepared meals, which would enhance industry practices [8] - The industry is encouraged to innovate in preservation and packaging technologies to improve the quality of pre-prepared meals [8] Group 5: Regulatory and Industry Support - The National Health Commission is set to solicit public opinions on national standards for pre-prepared meals, aiming to establish clearer operational guidelines [9] - Regulatory bodies are committed to enforcing food safety responsibilities among businesses and conducting regular inspections to ensure compliance [9] - Industry associations are urged to promote scientific understanding of pre-prepared meals among consumers to foster informed choices and market growth [9]

Core Viewpoint - The recent surge in the stock prices of pre-prepared food companies in A-shares is attributed to the public's renewed interest in the pre-prepared food industry, sparked by the apology from Jia Guolong and the upcoming national food safety standards for pre-prepared foods [1][5]. Group 1: Stock Performance - As of September 15, several companies, including Huifa Food, Guolian Aquatic, and Tiankang Biological, saw stock price increases of over 5%, with Delisi reaching a daily limit increase [2]. - Among the rising stocks, suppliers of pre-prepared food, such as Qianwei Yangchun and Longda Meishi, are also noted [3]. Group 2: Regulatory Developments - The significant stock price increase is linked to the approval of the draft national food safety standards for pre-prepared foods by the National Health Commission on September 13, which will provide a unified "identity certification" and safety baseline for the industry [5]. - The pre-prepared food industry has seen regulatory developments only in the past three years, with standards being gradually established [8]. Group 3: Industry History and Trends - The pre-prepared food industry in China dates back to the 1990s, with significant developments occurring between 2000 and 2005, when many of the currently rising companies were registered [6]. - The rise of pre-prepared foods has been facilitated by the emergence of central kitchens and cold chain logistics since 2008, allowing for standardization and wider adoption across various restaurant types [12]. Group 4: Consumer Perception and Market Dynamics - Consumers express concerns about the safety of pre-prepared foods, reflecting a deeper frustration over the loss of transparency regarding food preparation [10]. - The convenience and cost-effectiveness of pre-prepared foods make them appealing to both large and small restaurants, leveling the playing field in the food service industry [12].

Group 1 - The core debate around the prepared food industry is highlighted by the contrasting views of industry leaders, with the capital market responding positively as stocks like Delisi and Huifa Foods hit their daily limits [1] - The A-share market shows signs of prosperity with the Shanghai Composite Index surpassing 3400 points, but the actual number of stocks with gains exceeding 6% is less than 50%, indicating underlying challenges [4] - The prepared food sector is experiencing a surge in interest, but the financial performance of companies like Weizhi Xiang shows a decline in net profit by 24.46% in the first half of the year, suggesting that market narratives may not align with actual performance [7] Group 2 - The article discusses four major illusions in a bull market, including the "waiting for a rise" illusion, where companies claim vast market potential while their profits decline [6][7] - The "hot and cold" illusion is noted, where certain sectors appear to be booming, but institutional investors may have already positioned themselves before retail investors notice [7] - The importance of understanding institutional trading patterns is emphasized, as they hold the true pricing power in the market, which ordinary investors often cannot see [10][13] Group 3 - The prepared food industry is seen as a microcosm of the broader A-share market, filled with both risks and opportunities, as institutional investors are actively making strategic moves [14] - The article stresses the value of quantitative tools in helping investors discern market realities beyond superficial appearances, especially in a time of information overload [14]

Core Viewpoint - The article discusses the recent surge in the stock prices of pre-prepared food companies in China, driven by the introduction of national food safety standards for pre-prepared dishes, which has brought renewed attention to the industry and its controversies [3][8]. Industry Overview - The pre-prepared food index has shown a growth of 1.71%, reaching a value of 1070.24 [6]. - Notable stock price increases include: - Delisi: 10.10% increase to 5.45 - Longda Food: 5.69% increase to 6.13 - Huifa Food: 5.56% increase to 11.40 - Guolian Aquatic: 5.03% increase to 3.97 [7]. Regulatory Developments - On September 13, the National Health Commission approved a draft for national food safety standards for pre-prepared dishes, which will soon be open for public consultation. This marks the first time the industry will have a unified standard and safety baseline [8]. - The regulatory framework for pre-prepared food has been evolving over the past three years, with significant milestones including the release of group standards by the China Cuisine Association in 2022 and the inclusion of pre-prepared food definitions in the Central Document No. 1 in 2023 [9][10]. Market Dynamics - The pre-prepared food industry in China has been developing since the 1990s, with significant growth occurring between 2000 and 2005, when many current companies were established [9]. - The rise of pre-prepared food has been facilitated by the advent of central kitchens and cold chain logistics, making it more accessible for various restaurants, including small eateries [12]. - The article highlights a shift in consumer sentiment, where the demand for pre-prepared food is driven by convenience, especially among busy individuals who may not have time to cook [10][12]. Consumer Sentiment - There is a growing concern among consumers regarding the safety and transparency of pre-prepared food, reflecting a deeper frustration with the lack of knowledge about what they are consuming [10]. - The article suggests that the nostalgia for traditional cooking methods and the "smoky" essence of home-cooked meals is prevalent among consumers, indicating a potential market for authentic dining experiences [13].

Core Viewpoint - The upcoming national standard for prepared dishes will clarify the definition and scope of prepared foods, excluding ready-to-eat and ready-to-assemble products from the category of prepared dishes, while including ready-to-cook and ready-to-heat products [2][3]. Group 1: Definition and Scope of Prepared Dishes - The draft national standard for prepared dishes, led by the National Health Commission, will soon be open for public consultation, marking the first national standard for this category [2]. - Prepared dishes are defined as products made from one or more edible agricultural products, processed through industrial pre-preparation methods, and requiring heating or cooking before consumption [3]. - Ready-to-eat products are those that are fully cooked and can be consumed directly, while ready-to-assemble products require minimal preparation [2][3]. Group 2: Industry Development and Market Potential - The discussion at the prepared dishes national standard meeting included measures to enhance industry development, such as increasing entry barriers for prepared dish companies and requiring clear labeling in the restaurant sector [4]. - The penetration rate of prepared dishes in China is currently estimated at 10%-15%, with projections to rise to 15%-20% by 2030, potentially reaching a market size of 1.2 trillion yuan [4]. - In comparison, the penetration rates in the U.S. and Japan exceed 60%, indicating significant growth potential for the Chinese prepared dish market [4].

Core Insights - The article discusses the rapid growth and societal debate surrounding the pre-prepared meal industry in China, highlighting the tension between industrial efficiency and personalized culinary experiences [1][4]. Industry Overview - The pre-prepared meal market in China is projected to exceed 800 billion yuan by 2025, with a compound annual growth rate of over 20%, supported by nearly 70,000 companies across the entire supply chain from farm to table [4][5]. Consumer Concerns - Health Issues: Concerns about nutrient loss (30%-50% for sensitive vitamins) and the use of additives have led to skepticism about the safety of pre-prepared meals, with incidents of substandard ingredients damaging industry trust [5][6]. - Cultural Impact: The unique flavors and aromas associated with traditional cooking are often lost in pre-prepared meals, leading to consumer dissatisfaction and complaints about value [6][7]. - Information Asymmetry: A significant portion of consumers (68%) cannot distinguish between pre-prepared and freshly made meals, raising issues of transparency and consumer rights violations [7][8]. Industry Response - Standardization Efforts: National standards for pre-prepared meals are under final review, aiming to clarify ingredient sourcing and processing methods, with some companies already implementing labeling requirements [8][9]. - Technological Innovations: Companies are exploring advanced technologies to preserve flavors and nutrients, such as liquid nitrogen freezing and high-pressure sterilization, to enhance product quality [9][10]. - Consumer Education: There is a push for better consumer understanding of pre-prepared meals, with initiatives aimed at promoting informed choices and transparency in food sourcing [10][11]. Future Trends - The emergence of a new consumer base, particularly Generation Z, is reshaping the value of pre-prepared meals, transitioning from mere convenience to creative culinary tools [12]. - The ongoing evolution of pre-prepared meals reflects a broader cultural shift, balancing industrial efficiency with the preservation of culinary traditions and health standards [12].