预制菜行业正迎来蓬勃发展的黄金时期，消费者需求的升级与市场环境的变化，为预制菜创业提供了广阔的空间。苏记西上精准把握行业趋势，聚焦澳洲进 口牛羊肉预制菜领域，以差异化优势与全面扶持体系，成为值得信赖的创业加盟项目，诚邀各界伙伴顺势而为，共享行业发展红利。 行业趋势的红利为创业提供了良好的外部环境。当下，预制菜已成为餐饮行业与家庭饮食的重要组成部分，牛羊肉作为高端刚需食材，在预制菜领域的需求 持续攀升。B 端餐饮市场对稳定、高品质、高性价比的供应链需求迫切，传统餐饮模式面临的成本高、效率低等问题，让标准化的牛羊肉预制菜成为解决方 案；C 端市场中，懒人经济与健康饮食理念驱动，消费者对便捷、无添加、美味的牛羊肉预制菜需求日益增长。苏记西上聚焦这一细分赛道，精准对接市场 需求，具备广阔的发展潜力。 品牌的核心优势契合了行业发展的核心诉求。在产品层面，品牌坚持澳洲天然牧场直供原料，无激素、无添加，满足了消费者对健康的追求；历经 16 道匠 心工序与文火慢炖工艺，打造出风味独特、口感出众的产品，契合了消费者对美味的需求；高度标准化的生产模式，简化了后厨操作，满足了 B 端餐饮降 本增效的诉求。在供应链层面，全球直采渠道 ...

Investment Rating - The industry is rated as "Outperform" compared to the market [4][34]. Core Insights - The liquor industry is entering a phase of rapid performance clearing, with demand expected to show weak recovery as policy pressures ease. The industry is currently at a low valuation, and pessimistic expectations are fully priced in. The top liquor companies are stabilizing prices and driving up wholesale prices, which enhances dividend yields and makes them attractive for investment. Long-term, it is recommended to focus on high-quality leading companies with strong performance certainty, such as Kweichow Moutai and Shanxi Fenjiu [4]. - In the consumer goods sector, there are high-growth opportunities, with some segments still benefiting from new products and channels. Companies like Wancheng Group and Dongpeng Beverage, which show good growth momentum, are recommended for investment [4]. Summary by Sections Liquor Sector - As the Spring Festival approaches, the sales of high-end liquor are gradually increasing, with Kweichow Moutai's wholesale prices showing slight recovery. The price of Moutai's regular bottles has increased by 20 yuan to 1560 yuan as of January 25, indicating a recovery in demand. The sales boost is driven by gift-giving and banquet needs during the festive season, highlighting the essential nature of high-end liquor [5]. - The launch of the i Moutai product has effectively reached new consumer groups, contributing to incremental demand. The bottom of the wholesale price may have been established, reducing downward risks significantly [5]. Consumer Goods Sector - The upcoming IPO of "Mingming Hen Mang" is set to further solidify the duopoly in the industry. The company plans to issue 14.1 million shares at a price range of 229.60-236.60 HKD per share. With over 20,000 stores under its brands, it has a strong market presence, particularly in lower-tier markets. The company reported a revenue of 46.371 billion yuan for the first three quarters of 2025, a year-on-year increase of 75.22%, and a net profit of 1.559 billion yuan, up 218.84% [5]. - The introduction of national standards for pre-prepared dishes is expected to accelerate the standardization process in the industry, benefiting leading companies with strong supply chain capabilities. This may lead to increased market concentration as smaller companies face pressure to exit [5].

加速拓展南方市场 作为扎根山东、业务遍及全国的老牌肉制品企业，得利斯此次落子上海，是对其既有全国网络的战略升 级，有望以此为跳板深入南方市场腹地。 得利斯有关负责人在接受《证券日报》记者采访时表示，目前，得利斯拥有山东、北京、陕西、吉林、 江西五大生产基地，而该公司在南方市场的业务开展能力则相对薄弱。 根据得利斯此前相关公告，上海运营中心建设项目预计总投资9305.99万元，集研发、营销、品牌推广 等多功能于一体，其中，营销中心将构建立体化的市场开拓体系；研发中心则将聚焦中式、西式等预制 食品的创新开发。该公司负责人表示，此举旨在进一步丰富公司在预制食品领域的产品储备，持续在产 品端、标准端、安全端等方面建立技术优势。 广州加倍管理咨询有限公司创始人张蓓蓓对《证券日报》记者表示，在预制菜行业竞争白热化的当下， 通过上海运营中心强化研发，得利斯能够率先推出更具创新性与差异化的产品，满足消费者日益多样化 的饮食需求，有望在产品同质化严重的市场中脱颖而出。 此外，依托上海成熟的电商与新媒体生态，该中心也被赋予推动公司新零售业务进阶的使命。得利斯此 前线上业务已具规模，据悉其新零售事业部2025年销售额已突破1亿元， ...

像此前引发关注的"西贝事件"，就再次引发了社会对预制菜的广泛关注和讨论。当事双方唇枪舌剑，一 方流量爆棚，一方元气大伤，但是究竟什么才是"预制菜"，并没有在争论中水落石出，反而把一场公共 讨论引向了失去理性的意气之争。 为政之先"必也正名乎"。监管部门已经认识到，预制菜产业不能总是"摸着石头过河"，必须适时推出国 家标准。"西贝事件"初起之时，国务院食安办等部门就表示要积极推进预制菜国家标准制定和餐饮环节 使用明示。近日向社会公开征求意见的草案，也被不少人视作对公众关切和舆论焦点的回应。 事实上，单纯给预制菜一个定义并不难。早在2024年，市场监管总局等六部门联合印发的通知就提 出，"预制菜是满足一定条件，加热或熟制后方可食用的预包装菜肴"。市场监管总局相关司局负责人答 记者问时表示，中央厨房制作的菜肴，不纳入预制菜范围。 总体而言，这个官方定义得到了行业的普遍认同，而出自"中央厨房"也一度成了个别企业回应消费者质 疑的有力说辞。但是，很多消费者其实始终坚持认为，不是现炒现做的，没有"锅气"的菜都是预制菜。 也因此，制定预制菜国家标准，不是下个定义那么简单。由于相应现实疑虑的存在，这个过程中不仅要 回答预制菜 ...

Core Insights - The pre-prepared food industry is moving towards standardization and regulation with the drafting of national food safety standards and guidelines by the State Council's Food Safety Office [2][10] - The popularity of pre-prepared meals is driven by convenience and diverse flavors, particularly among younger consumers aged 21-30, who make up 43% of the consumer base [2][11] - Consumer concerns regarding food safety, pricing, and nutritional balance are leading to a more nuanced demand for pre-prepared meals [6][9] Group 1: Regulatory Developments - The State Council is collaborating with various departments to draft standards for pre-prepared meals, aiming to enhance consumer rights and promote high-quality industry development [2] - The upcoming public consultation on these standards is expected to refine definitions and classifications of pre-prepared meals, providing clearer guidance for industry growth [10] - The introduction of national standards is anticipated to compel companies to improve quality and phase out outdated production methods [10] Group 2: Consumer Insights - A survey indicates that 78.1% of restaurants do not transparently inform customers about the use of pre-prepared meals, leading to consumer distrust [9] - Despite a slight increase in food safety satisfaction, consumers express declining satisfaction regarding pricing, nutrition, and meal preparation time, indicating a shift towards more diverse and refined demands [6] - The perception of pre-prepared meals is influenced by the lack of transparency, with many consumers equating any non-freshly made meal with pre-prepared options [9] Group 3: Market Trends - The pre-prepared food industry in China is projected to exceed 600 billion yuan by 2025, driven by urbanization, evolving consumer demands, and advancements in agricultural technology [11] - The emphasis on standardization and regulation is expected to foster a competitive environment, promoting the survival of the fittest within the industry [11]

Economic Policy - The People's Bank of China will continue to implement a moderately loose monetary policy in 2026, utilizing various tools such as reserve requirement ratio cuts and interest rate reductions to maintain ample liquidity [1] - The Ministry of Commerce and nine other departments have issued opinions to promote high-quality development in the pharmaceutical retail industry, supporting mergers and acquisitions among retail pharmacies [1] Capital Market Developments - The People's Bank of China announced a 900 billion yuan MLF operation to maintain liquidity in the banking system, with a one-year term [3] - Public funds have focused on core sectors such as electronics and power equipment, with Zhongji Xuchuang becoming the largest holding stock, valued at 78.421 billion yuan [3] - The National Development and Reform Commission has allocated 93.6 billion yuan in special bonds to support over 4,500 projects across various sectors, driving total investment exceeding 460 billion yuan [3] Industry Highlights - The commercial aerospace sector is gaining attention, with Blue Arrow Aerospace's IPO status changing to "inquiry" as it aims to become the first commercial aerospace stock [7] - Domestic AI chip company Suiyuan Technology has received approval for its IPO, aiming to raise 6 billion yuan for AI chip development [7] - The human-shaped robot sector remains active, with Zhejiang's innovation center completing a 450 million yuan Pre-A round of financing [7] Company Updates - Zhaoyi Innovation expects a net profit of 1.61 billion yuan for 2025, a year-on-year increase of approximately 46%, benefiting from AI computing demand [8] - ST Biology announced the termination of its major asset restructuring plan to acquire a 51% stake in Hunan Huize Biomedical Technology [9] - Xiaomi Group plans to repurchase up to 2.5 billion Hong Kong dollars of its Class B shares starting January 23 [10] - Alibaba has decided to support its chip subsidiary "Pingtouge" for future independent listing, initiating a restructuring process [11] - Intel reported a fourth-quarter revenue of 13.674 billion dollars, with a net loss of 591 million dollars, while its annual revenue was 52.853 billion dollars [11]

记者22日从市场监管总局获悉，为切实维护消费者合法权益，促进产业高质量发展，国务院食安办 组织国家卫生健康委、市场监管总局等部门起草了《食品安全国家标准 预制菜》《预制菜术语和分 类》草案；会同市场监管总局、商务部等部门起草了关于推广餐饮环节菜品加工制作方式自主明示的公 告，将于近日向社会公开征求意见。下一步，相关部门将在充分吸纳各方意见建议的基础上，进一步修 改完善，按程序发布。 ...

Industry Insights - The pre-prepared food industry is undergoing a significant transformation, with a focus on restructuring the industry value chain [2] - Price competition has become ineffective, and there is a need for a more transparent, safe, and standardized food supply chain regulatory system [2] - Increased transparency will enhance consumer price sensitivity and lead to higher demands for product quality, benefiting companies with strong product development capabilities [2] Company Developments - Qianwei Yangchu is providing customized pre-prepared food products for core clients and offering products suitable for group meals and banquets through distribution channels [3] - Hai Xin Food has diversified into pre-prepared foods, snacks, baking products, and abalone processing, successfully launching high-end abalone pre-prepared dishes and shelf-stable abalone canned products after acquiring Dong'ou Food [3]

记者昨日从市场监管总局获悉，为切实维护消费者合法权益，促进产业高质量发展，国务院食安办组织 国家卫生健康委、市场监管总局等部门起草了《食品安全国家标准 预制菜》《预制菜术语和分类》草 案；会同市场监管总局、商务部等部门起草了关于推广餐饮环节菜品加工制作方式自主明示的公告，将 于近日向社会公开征求意见。下一步，相关部门将在充分吸纳各方意见建议的基础上，进一步修改完 善，按程序发布。 据新华社 ...

预制菜将有国家标准！国务院食安办组织国家卫生健康委、市场监管总局等部门起草了《食品安全国家 标准 预制菜》《预制菜术语和分类》草案；会同市场监管总局、商务部等部门起草了关于推广餐饮环 节菜品加工制作方式自主明示的公告，将于近日向社会公开征求意见。 眼下餐饮行业的竞争十分激烈，唯有下大力气、苦功夫提升餐食品质和企业管理，才能得到消费者的真 正信任。一场旷日持久的争论，留下的不该是各种无意义的口水，而是那些关乎促进预制菜行业发展以 及保障消费者权益的建设性意见和建议。 回过头来看，不管是罗永浩、贾国龙双双被禁言，还是西贝宣布关闭多家门店，都说明这场口水战里根 本就没有"赢家"。如今，国务院食安办等部门对预制菜国家标准等公开征求意见，再次将争论拉回了原 点和正轨，毕竟这才是老百姓真正关心的问题。 澎湃首席评论员 李勤余 在这段时间对于预制菜的激烈争论中，不少问题其实已有共识——绝大多数消费者完全能够理解，预制 菜本身只是个中性词，并无"好""坏"之分。因此，完全没有必要谈"预"色变。而且，预制菜能够节省成 本，显著加快上菜速度，提高翻台率，更顺应现代社会的生活节奏，对于企业经营和消费者体验而言均 有益处。 这一消息 ...