近日，罗永浩与西贝之间围绕预制菜的争论引发广泛关注。这场争论不仅关乎双方的声誉，更将预制菜 产业的诸多问题暴露在公众视野之下，也为产业的健康发展提供了新的契机。 近年来，预制菜产业发展迅猛。iiMediaResearch(艾媒咨询)报告显示，2024年中国预制菜产业延续稳健 增长态势，市场规模达到4850亿元，同比增长33.8%，预计2026年市场规模将突破7490亿元。预制菜产 业作为农村一二三产业融合的重要载体，对促进农业增效、农民增收、推动餐饮行业标准化、满足消费 者便捷化需求具有重要意义。 这种争议恰恰印证了预制菜行业龙头企业味知香的观点——预制菜市场空间大，但行业仍缺乏相应的标 准制度。 今年6月，味知香董事长夏靖在业绩业绩说明会上表示，预制菜行业的繁荣与挑战并存。目前行业面临 标准不一、食品安全隐患、监管体系不完善等问题。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，也对预制菜企业提出了更高要求。随着行业标准及政策的日益完善，预制菜行业将 在规范化发展的基础上，不断创新与升级。从长期来看，优质产品将会是人们的消费选择。 值得一提的是，据媒体最新报道，由国家卫健委主导的《预制菜食品 ...

Core Viewpoint - 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 on September 15, 2025 [1][10]. Industry Overview - The pre-prepared dishes industry is gradually entering a path of standardized development, with regulations and standards being established in recent years. However, challenges such as low entry barriers and varying consumer perceptions complicate market entry for new players [3][4]. - In March 2024, a joint notification from several government departments outlined clear definitions and standards for pre-prepared dishes, marking the beginning of a standardized development path for the industry [4]. Market Growth - According to iMedia Consulting, the market size of China's pre-prepared dishes reached 485 billion yuan in 2024, reflecting a year-on-year growth of 33.8%. The market is expected to grow to 749 billion yuan by 2026 due to technological advancements and supportive policies [5]. Competitive Landscape - Despite rapid market growth, the industry faces intense competition, characterized by low entry barriers, product homogeneity, and a crisis of consumer trust, leading to declining profits across many companies [6][9]. - Financial reports from various pre-prepared dish companies for the first half of 2025 indicate a general decline in net profits, with several companies reporting losses. For instance, Guolian Aquatic Products reported a loss of 550 million yuan [7][9]. Company Performance - Key financial metrics from several pre-prepared dish companies for the first half of 2025 include: - Longda Meishi: Revenue of 782 million yuan (-19.5% YoY), gross margin of 12.43% (+1.24% YoY) - Guolian Aquatic Products: Revenue of 1.65 billion yuan (-18.36% YoY), net loss of 550 million yuan - Huifa Food: Revenue of 734 million yuan (-17.75% YoY), net loss of 31 million yuan - Aixin Food: Revenue of 7.604 billion yuan (+0.8% YoY), gross margin of 20.52% (-3.39% YoY) [7][9]. Consumer Insights - Consumers express a desire for transparency and choice regarding pre-prepared dishes, indicating that they are not opposed to the concept but seek better information about the products [10].

Core Viewpoint - The article discusses the ongoing controversy surrounding Xibei's pre-prepared dishes, highlighting the company's acknowledgment of customer concerns and dissatisfaction with its production processes [1]. Group 1: Company Response - Xibei issued an apology on September 15, recognizing the significant gap between its production methods and customer expectations, and expressed regret for any confusion or concern caused to its customers [1]. - The company noted that it has been closely monitoring the feedback from customers, which includes both support and criticism [1]. Group 2: Consumer Sentiment - The article raises questions about consumer acceptance of pre-prepared dishes in restaurants, inviting readers to participate in a survey to express their views on the matter [1]. - The ongoing debate features prominent figures like Luo Yonghao, who has publicly criticized Xibei's approach, indicating a divided opinion among consumers [1].

Core Viewpoint - The recent controversy surrounding pre-prepared dishes, sparked by comments from entrepreneur Luo Yonghao, has led to increased attention on the pre-prepared food sector, particularly with the upcoming national food safety standards set to clarify the definition and disclosure requirements for pre-prepared dishes [2][4] Industry Summary - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, aiming to establish a unified standard for the industry [2][4] - The introduction of these standards is expected to enhance industry self-regulation and benefit leading brands, allowing them to consolidate their market advantages [3][4] Company Summary - Following the news, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi reaching a 10.10% increase, closing at 5.45 yuan, and projecting that pre-prepared dish revenue will account for 21.67% of its total revenue in 2024 [3] - Other notable stocks included Weizhi Xiang, which saw a 4.93% increase, and Longda Meishi, a supplier to Xibei, which rose by 5.69% after signing a strategic cooperation agreement with Xibei [3]

预制菜要改善信任危机，首先就要做到信息充分披露。餐饮企业要明确标识预制菜产品，不单是原料构 成、储存方式和加工流程等，还要针对其营养成分、健康因素进行特别说明。网络化时代，将一份预制 菜的生产过程全链条公开化，接受政府和消费者监督并不是太难的事。 目前，相关政府部门尚未就此次争议事件发声，但是不回应并不代表不关注。对于代表餐饮业未来发展 重要方向的预制菜产业，如何规范其发展，如何赢得消费者认可，如何引领市场消费理念提升，政府决 策机构肯定也在仔细审视和思考。只是，监管机制应更早激活到位，更早回应社会公众的期待和呼声。 其实，这次争议事件之所以在网络上热度值爆满，也是反映了两个层面的问题，首先是涉及消费者对于 食用预制菜的知情权问题，更深一层是对于什么是预制菜，其生产标准和安全卫生要求等，目前各方理 解仍处于一种含糊不清的状态。预制菜的标准化和制度化建设并未能及时跟上产业发展的脚步。近几 年，有的地方已经将预制菜纳入监管范围，不过，对于预制菜的分类和定性却缺少足够的行业统一标准 和规范，以至于企业层面也是无所适从。 政府部门需加快出台预制菜相关条例及管理办法，明确产业标准，推动行业内尽早形成共识，同时也可 以倒 ...

Market Overview - The market experienced a slight overall decline despite indices challenging upward [3] - The Shanghai Composite Index fell by 0.26%, while the Shenzhen Component and ChiNext Index rose by 0.63% and 1.52%, respectively, both reaching new highs for the year [3] Pre-made Dishes Sector - The pre-made dishes sector saw significant activity, with stocks like Delisi and Longda Meishi hitting the daily limit [5] - The sector initially surged nearly 2% before closing with a gain of 1.23% [5] - A draft national standard for food safety in pre-made dishes has reportedly passed expert review and will soon seek public opinion [5] Ningde Times - Ningde Times opened significantly higher, gaining over 6% at the start, and later surged more than 14% during trading, closing up 9.14% [9] - The company’s guidance for 2026 was raised to 1100 GWh, reflecting a year-on-year increase of 46% [9] - The lithium battery sector saw a rise of 2.5% in the morning, but retreated to a final gain of only 0.22% as Ningde Times' momentum slowed [9] Real Estate Sector - Shoukai Co. experienced a volatile trading session, initially hitting the daily limit before dropping over 3% and then recovering to close at the limit again [12] - The overall real estate sector mirrored this volatility, initially declining over 1.8% before rebounding to close up 0.57% [13] Construction Sector - Shanghai Construction saw a significant rise, with reports of increased resource reserves, although the company did not confirm any new announcements [16] - Other construction companies also experienced upward movement, indicating a broader interest in the sector [16]

Core Viewpoint - The upcoming national standard for prepared dishes in China will clarify the definition and scope of prepared dishes, excluding ready-to-eat and ready-to-assemble products from this category [1][2]. Group 1: Definition and Scope of Prepared Dishes - The national standard will adopt an exclusion method to define prepared dishes, stating that ready-to-eat and ready-to-assemble products do not qualify as prepared dishes [1]. - Prepared dishes are defined as those that undergo industrial pre-processing, such as washing, cutting, and cooking, and are intended to be consumed after heating or cooking [2]. - The current penetration rate of prepared dishes in China is only 10%-15%, with expectations to rise to 15%-20% by 2030, indicating significant market expansion potential [3]. Group 2: Industry Development and Regulation - Measures discussed to promote the development of the prepared dish industry include raising entry barriers for companies and requiring clear labeling of prepared dishes in restaurants [3]. - The China Chain Store & Franchise Association aims to collaborate with government departments to refine industry standards, particularly regarding the labeling of prepared dishes in the food service sector [3].

Group 1: Industry Insights - The incident involving Xibei has highlighted the importance of transparency in food preparation methods, with a shift towards on-site cooking being announced by the company [1] - The market's reaction to the incident indicates a consumer preference for freshly prepared food, as evidenced by a live cooking event attracting over 50,000 viewers [1] - The pre-prepared food sector has seen fluctuations in stock performance, influenced by public sentiment and regulatory developments [11] Group 2: Market Reactions - The A-share market showed mixed results, with the Shanghai Composite Index down by 0.26% while the Shenzhen Component and ChiNext Index rose by 0.63% and 1.52% respectively [7] - A total of 1,916 stocks rose while 3,375 fell, indicating a broader market decline with a median drop of 0.48% [8] - The market's trading volume decreased by 2,435 million yuan compared to the previous day, totaling 22,774 million yuan [7] Group 3: Economic Indicators - The Federal Reserve is expected to announce a rate cut, with market speculation leaning towards a 25 basis point reduction, although some anticipate a more significant cut of 50 basis points [4][5] - Historical data suggests that the S&P 500 index typically shows positive returns within 12-24 months following the Fed's initial rate cuts [6] Group 4: Sector Performance - The internet sector index increased by 2.25%, driven largely by gaming stocks, which are expected to benefit from a favorable market environment [9] - The gaming industry is entering a product innovation cycle, similar to the innovative drug sector, with high potential for revenue growth once products are launched [11] - The electric equipment sector led industry gains, with CATL's stock rising over 9%, contributing significantly to the overall market performance [12] Group 5: Regulatory Developments - Nvidia is under investigation for potential antitrust violations, which may negatively impact its supply chain while benefiting domestic AI and computing sectors [13]

以下文章来源于洒家君泽 ，作者洒家君泽 洒家君泽 . 关于改变你我生活的商业与科技 本文来自微信公众号： 洒家君泽 ，作者：洒家君泽，题图来自：AI生成 我向来觉得，预制菜是件大好事。 说这话的时候，有必要先说明几件事。 对预制菜的态度不代表在罗永浩和西贝之间更认可谁，有个常识，原本以为很多人都知道： 人是可 以不站队便拥有自己观点的。 这里说的预制菜，也是泛指，基于大众认知而非贾国龙所说的"国家规定"。不论料理包也好，或者中 央厨房也好，这种有工业流程深度参与的餐饮产品，我们在这里暂时不辨析，统称为预制菜。 餐饮服务行业的人员流动性极高。一个复杂的后厨高度依赖少数核心大厨的技艺，一旦人员流失，餐 厅的出品质量就会受到巨大影响。而简单的后厨通过标准化的流程，可以让经过简单培训的新员工快 速上手，极大地降低了对人的依赖，使餐厅运营更稳定。 "简单后厨"模式是连锁餐饮能够快速扩张的基础。 一家餐厅变成一千家，哪怕每家店的后厨人员需 求减少，其创造的就业岗位总数，也远远超过了单体餐厅的模式。它极大地扩大了餐饮服务业的整体 就业容量。 由于流程标准化，岗位对个人技能的要求大幅降低。新员工只需经过简单培训就能快速上手。 ...

广东畜牧+预制 菜赛道如 何"飞"？"媒体 ＋"培训第三期 安排！_南方+_ 南方plus 好消息准时到！ "我要飞"！ "媒体＋"赋能广 东畜牧产业高质 量发展培训第三 期 9月17日下午14 点30分 如约而至 前两期 超百万人次在线 蹲守 依然是干货满满 欢迎关注 学习热情挡都挡 不住 新的一期 依然是行业大咖 坐镇 亮点抢先看 畜牧预制菜在产 业端作为稳定器 与增值器，通过 标准化生产，平 滑养殖周期波 动，将初级农产 品转化为高附加 值商品，提升产 业天花板，为广 东畜牧业提供穿 越猪周期的确定 性增长路径。想 知道广东畜牧在 预制菜赛道如何 乘风破浪？南方 农村报"老阮说 菜"负责人阮定 国将作《广东畜 牧之预制菜晋级 之路（一）》主 题分享。 农业加工工业 化、中央厨房及 冷链物流技术升 级，为预制菜发 展提供有力支 撑。从产品类型 到全产业链布 局，预制菜产业 格局正逐步完 善。预制菜市场 空间有多大？广 东省农业科学院 产业与农产品加 工研究所副所长 余元善带来《预 制菜市场前景与 产业发展展 望》。 京津冀作为高消 费力市场，对优 质畜牧产品需求 旺盛，如何依托 广东生态养殖优 势打造差异 ...