在罗永浩手撕西贝之前，部分预制菜玩家已经打了退堂鼓。 智通财经注意到，金龙鱼（ SZ:300999 ）旗下中央厨房"丰厨"的预制菜产品已经在山姆渠道悄然消失。 智通财经从金龙鱼2023年年报至2025年中报中发现，该公司央厨（中央厨房）产品的数量逐年减少，在 2023年的财报中，央厨的预制菜还包括三鲜小肉圆、小酥肉、锅烧肉（山姆渠道）、台式卤肉（餐饮渠 道）等9个单品，以及两个半成品，到2024年年报中，山姆渠道的产品已经消失，预制菜类目也不被提 及，央厨产品被分成便当、米制品、面制品等，产品涵盖6款为便利店定制的饭团、中式堡等，而到了 2025年上半年，央厨产品仅剩下6款米饭类产品和便当两款。 | | 便当 | 酱烧牛肉饭 红烩牛肉芝士焗饭 | 美好便利店定制产品 711便利店定制产品 | | --- | --- | --- | --- | | | | | 低GI产品,微波加热即食,主要在电 | | | | 金龙鱼丰厨低GI米饭 | | | 央厨产 | | | 商渠道销售 | | = | | | 包含鲜米饭和菜肴包,微波加热即 | | | 米制品 | 金龙鱼丰厨海苔菌菇拌饭 | | | | | | 食,主要 ...

Group 1 - The public debate between Xibei founder Jia Guolong and internet entrepreneur Luo Yonghao highlights the evolving societal understanding of food safety, shifting from mere "harmlessness" to a higher level of "authenticity, transparency, and trust" [1] - The theme of the recently launched 2025 National Food Safety Publicity Week, "Virtue and Law, Shared Food Safety," aligns with the core issues in the food industry, emphasizing the need to redefine and safeguard food safety amid technological innovation and consumer transformation [1] - Consumers' focus on food safety has expanded beyond basic hygiene indicators to include concerns about the authenticity, transparency, and sustainability of food products [1] Group 2 - The prioritization of "virtue" over "law" in this year's publicity week theme suggests a deeper meaning, indicating that while laws set the baseline for safety, ethical self-discipline by companies is essential to address legal gaps and blind spots [2] - The pre-prepared food industry exemplifies the challenges posed by incomplete standards, which allow companies significant leeway in operations, testing their legal awareness and ethical standards [2] - The debate between Xibei and Luo Yonghao fundamentally questions whether food businesses should merely comply with national standards or strive for higher quality food products, prompting industry reflection on responsible consumer engagement [2] Group 3 - The pre-prepared food controversy illustrates the emerging collaborative governance model in food safety, where media exposure raises public awareness, consumer choices exert market pressure, and industry debates help clarify standards, followed by regulatory responses [3] - The expectation is for all food companies to genuinely understand the essence of "Virtue and Law, Shared Food Safety," emphasizing ethical food production, legal compliance, and collaborative safety environment building [3] - Consumers are encouraged to transition from passive recipients of safety to active participants, acquiring food safety knowledge and adopting a rational perspective on food technology developments to better protect their rights and promote sustainable industry growth [3]

据央视新闻报道，针对近期社会广泛关注的预制菜相关话题，国务院食安办高度重视，已组织 工业和信息化部、商务部、国家卫生健康委、市场监管总局等部门认真研究，加快推进预制菜 国家标准制定，大力推广餐饮环节使用预制菜明示，更好维护消费者知情权和选择权。 来源丨央视新闻 编辑丨黎雨桐 6位90后，获腾讯奖励300万元 官方连夜通报始祖鸟烟花秀 山姆上架太二酸菜鱼预制菜，九毛九4年市值蒸发480亿 SFC 21君荐读 ...

Core Viewpoint - The State Council's Food Safety Office is prioritizing the establishment of national standards for pre-prepared dishes in response to public interest and concerns, involving multiple government departments to enhance consumer rights and choices [1] Group 1 - The State Administration for Market Regulation is actively involved in the research and development of national standards for pre-prepared dishes [1] - The initiative aims to promote the use of pre-prepared dishes in the catering sector, ensuring transparency for consumers [1] - The collaboration includes the Ministry of Industry and Information Technology, the Ministry of Commerce, and the National Health Commission [1]

Core Insights - The "pre-made dish war" is intensifying, with Jiumaojiu's Taier Sauerkraut Fish being significantly involved in this competitive landscape [1] - Jiumaojiu's pre-made dish offerings are now available at Sam's Club, indicating a strategic move to capture market share in this growing segment [1] Company Performance - Jiumaojiu reported a revenue of 2.753 billion yuan and a net profit of 61 million yuan for the first half of 2025, with a decline in revenue across its three core brands: Taier Sauerkraut Fish, Song Hot Pot, and Jiumaojiu Northwest Cuisine [1] - Despite the overall decline, the sales revenue from pre-made dishes surged from 54.96 million yuan in the first half of 2024 to 132 million yuan in the first half of 2025, marking a remarkable growth of 140% [1]

Core Viewpoint - The article discusses the ongoing debate surrounding "pre-prepared dishes" in the food industry, emphasizing the need for clearer definitions and standards to enhance consumer transparency and trust [5][9]. Group 1: Definition and Classification - Pre-prepared dishes are defined as packaged meals made from agricultural products that require heating or cooking before consumption [5]. - The classification of pre-prepared dishes includes various levels of processing, ranging from ready-to-eat meals to minimally processed fresh ingredients [2][5]. Group 2: Industry Concerns and Consumer Sentiment - The central kitchen model in the food industry allows for standardization and efficiency, but consumers are sensitive to the quality and safety of pre-prepared dishes [6]. - Consumer feedback indicates a preference for freshly cooked meals over pre-prepared options, with concerns about taste and hygiene [8]. Group 3: Regulatory Recommendations - Industry experts suggest the establishment of comprehensive national standards for pre-prepared dishes, including clear labeling of preparation methods and ingredients [9]. - A licensing management system is recommended to ensure that only compliant businesses can produce pre-prepared dishes, thereby addressing consumer concerns about safety and quality [9].

Group 1 - The core viewpoint of the article is that Xibei has successfully completed multiple rounds of financing and aims to achieve an IPO by 2026, potentially reaching a market value exceeding 100 billion yuan [3][11] - Xibei's chairman, Jia Guolong, emphasized the company's strategic investments and operational improvements over the past three years, which have strengthened its foundation and prepared it for future growth [6][8] - The company has seen significant growth in its children's meal segment, with revenue increasing by 415% from 2019 to 2022, and its takeaway business also grew by 86% during the same period [7][9] Group 2 - Xibei's retail business has experienced a remarkable growth of 257% in revenue from 2019 to 2022, indicating a successful expansion strategy [8] - The company is focused on enhancing customer experience and has implemented a "good food strategy" to improve its offerings and service quality [9][7] - Xibei's long-term vision includes becoming a leading brand with over 100 billion yuan in revenue by 2030, with a clear roadmap for achieving high-quality growth leading up to its IPO [11][9] Group 3 - The recent financing round included notable investors, such as Chengdu New Wave Media Group, which is seen as a strategic move to bolster Xibei's market position ahead of its IPO [12][15] - The shareholder structure indicates a focus on attracting talent and investment, with a significant employee stock ownership plan in place [11][13] - The acquisition of New Wave Media by Focus Media is viewed as a strategic play to benefit from Xibei's anticipated IPO, highlighting the interconnectedness of these companies in the investment landscape [15][12]

Core Insights - The essence of entrepreneurship is a "protracted battle" rather than a "lightning war," emphasizing the importance of strategic patience and understanding the competitive landscape [1][20] Group 1: Understanding Competitive Dynamics - Entrepreneurs must assess their "power comparison" before launching, recognizing their strengths and weaknesses against competitors [3][4] - The "three calculations of power comparison" include evaluating one's own capabilities, market capacity, and competitors' shortcomings [4][5] Group 2: Strategic Defense Phase - The primary focus during the defense phase is survival, avoiding premature expansion [6][7] - Entrepreneurs should concentrate on "single-point breakthroughs," cost control, and customer retention to stabilize cash flow [9][10] Group 3: Strategic Stalemate Phase - In the stalemate phase, building barriers is crucial, avoiding price wars and unnecessary competition [10][11] - The "three barrier strategies" include creating product depth, enhancing operational efficiency, and establishing customer trust [12][14] Group 4: Strategic Counterattack Phase - The counterattack phase involves careful expansion, ensuring that growth aligns with existing strengths and market demands [15][16] - Entrepreneurs should focus on category extension, precise channel expansion, and stable team growth to avoid pitfalls [17][18] Group 5: Importance of Strategic Patience - Strategic patience is defined as a calculated persistence based on understanding competitive dynamics and phase strategies [18][20] - Successful companies thrive not through quick wins but through a methodical approach to growth and market positioning [20]

Core Viewpoint - The recent surge in stock prices of pre-prepared food companies in A-shares is attributed to the upcoming national food safety standards for pre-prepared dishes, which will provide a unified identity and safety baseline for the industry [12][13]. Industry Overview - The pre-prepared food industry in China has a history dating back to the 1990s, with significant developments occurring between 2000 and 2005 when many current leading companies were established [13]. - Regulatory frameworks for pre-prepared foods have only begun to take shape in recent years, with standards being introduced by various governmental bodies [13][14]. Market Dynamics - The stock prices of companies such as Deli Foods, Longda Food, and Huifa Foods have seen increases of over 5%, with Deli Foods hitting a 10.10% rise [7][11]. - The rise in stock prices is linked to the public's renewed interest in the pre-prepared food debate, sparked by recent comments from industry figures [12]. Consumer Perception - There is a disconnect between the regulatory definition of pre-prepared foods and consumer understanding, leading to concerns about food safety and transparency [14]. - Consumers express frustration over the lack of knowledge regarding the preparation of their meals, reflecting a deeper societal issue of time constraints and the desire for authentic dining experiences [14][17]. Operational Trends - The adoption of pre-prepared foods is becoming widespread among restaurants, as they are more cost-effective than hiring chefs and allow for a diverse menu without extensive culinary skills [16]. - The rise of central kitchens and cold chain logistics post-2008 has facilitated the expansion of pre-prepared foods, standardizing offerings across various dining establishments [16].

Group 1 - The "health economy" is effectively capturing the "Z generation" through product innovation and social media marketing, with traditional Chinese medicine brands attracting young consumers by offering health-focused products like herbal teas and scented candles [2] - Functional beverages and tea drinks are rapidly replacing traditional bottled water, with significant growth expected in these categories driven by health and personalization demands, while the bottled water market faces stagnation due to oversaturation and price wars [3] - The prepared food industry is undergoing a deep adjustment, with major players like Weizhi and Qianwei experiencing revenue declines due to rising raw material costs and intensified competition, despite the overall market size continuing to expand [4] Group 2 - The tea beverage market is showing signs of differentiation, with Nongfu Spring experiencing a 15.6% revenue increase, while Kangshifu's tea beverage revenue declined by 6.3%, attributed to decreased demand for sugary teas and channel contraction [5] - Japan's mature functional food market offers insights for developing senior food products in China, where the aging population presents a significant market opportunity, necessitating diverse and functional food offerings [7] - Energy drinks are shifting from being favored by laborers to becoming popular among younger consumers, with the market size reaching 111.4 billion yuan, driven by health-conscious formulations and appealing packaging [8] Group 3 - The ready-to-drink tea market is projected to grow at a compound annual growth rate of 5.6% by 2034, with emotional satisfaction and taste optimization being key purchasing drivers [9] - The no-sugar tea market is transitioning from explosive growth to intense competition, with brands focusing on taste innovation to maintain market share as health consciousness rises [11] - Major food and beverage companies are actively investing in product innovation and strategic acquisitions to navigate economic uncertainties, with Coca-Cola and Nestlé reporting significant revenue growth [12] Group 4 - Yonghui Supermarket has launched a new bakery product, "Camellia Flower Toast," emphasizing health and quality, contributing to a noticeable increase in sales [13] - Mengniu's milk powder segment has achieved growth through scientific innovation and targeted marketing, with a reported revenue increase of 2.5% [14] - Wangzai Milk has introduced regionally themed packaging to resonate with local cultures, enhancing brand engagement and driving sales [15] Group 5 - Haidilao has opened a dessert shop to attract customers during off-peak hours, responding to declining revenue and foot traffic [16] - Yuanqi Forest has rapidly grown its market share in the no-sugar sparkling water segment, achieving sales of 11.7 billion yuan, but faces challenges related to product dependency and competition [18] - Yili's new health-focused drink, "Stone Flower and Western Ginseng Water," targets the growing market for traditional health beverages, with a projected market size of 3 billion yuan by 2024 [19] Group 6 - Ziguangyuan has opened a new yogurt station that combines baked goods and snacks, aiming to diversify its product offerings and attract a broader customer base [20] - Yuanqi Forest's "Good Free" series has entered the international market, showcasing a successful blend of traditional health culture and modern consumer demands [21] - The restaurant brand Blue Frog has launched a bakery section to counteract slowing growth, indicating a strategic pivot to enhance customer engagement [23]