预制菜

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罗永浩大战西贝,张兰却被骂上热搜;宗馥莉或另立门户,启用新品牌“娃小宗”;西贝贾国龙道歉;美的回应一天工作14小时离职被欠薪……
商业洞察· 2025-09-15 09:28
Core Viewpoint - The article discusses the controversy surrounding Zhang Lan's live-streaming event for the restaurant brand "Ma Liu Ji," which aimed to counter negative perceptions about pre-packaged food amid a public debate sparked by the conflict between Luo Yonghao and Xibei regarding the transparency of pre-packaged dishes. However, the live-stream backfired due to hygiene concerns raised by viewers [3][4][11]. Group 1: Marketing Strategy and Public Perception - Zhang Lan attempted to leverage the ongoing debate about pre-packaged food to promote her brand and demonstrate that "Ma Liu Ji" does not serve pre-packaged dishes [3][11]. - The live-stream was intended to showcase the kitchen's cleanliness and cooking process but instead highlighted hygiene issues, such as Zhang not washing her hands before handling food and wearing inappropriate attire [4][11]. - The backlash from viewers labeled the event as a publicity stunt, questioning the authenticity of the brand's claims about not using pre-packaged food [7][8][11]. Group 2: Brand Reputation and Historical Context - "Ma Liu Ji" has faced previous controversies, including a case of moldy food, which has negatively impacted its reputation and made consumers skeptical of its claims during the live-stream [10][11]. - Zhang Lan's history of capitalizing on trending topics for publicity, such as the divorce of Wang Xiaofei and Big S, indicates a pattern of seeking attention without addressing underlying quality issues [12][11]. - The article emphasizes that businesses should focus on product quality and consumer trust rather than relying solely on marketing tactics to drive sales [12]. Group 3: Industry Implications - The incident serves as a cautionary tale for other businesses in the food industry, highlighting the importance of maintaining hygiene standards and genuine consumer engagement [12]. - The article suggests that in the age of the internet, consumers are quick to scrutinize brands, and any misstep can lead to significant backlash [12].
河南一地预制菜园区加速改名
第一财经· 2025-09-15 09:17
Core Viewpoint - The pre-prepared food industry, once thriving, is experiencing a resurgence in public interest due to ongoing disputes and developments, despite a shift in local government focus towards "green food" instead of pre-prepared meals [3][9]. Industry Development - The pre-prepared food industry in a certain agricultural county has achieved a revenue of 20 billion yuan in 2024, ranking fourth nationally and first in Central China according to the 2024 Pre-prepared Food Industry Top 100 Base list [4]. - The local government is investing 20 billion yuan to build a pre-prepared food innovation demonstration industrial park covering 8,650 acres, aiming to integrate various industry chains [5]. - In the first half of the year, multiple government officials visited the area to assess the pre-prepared food industry, indicating strong governmental interest [7]. Market Dynamics - Despite the investment and government interest, there is a notable decline in the public's enthusiasm for pre-prepared food, with local officials now promoting "green food" instead [9]. - The local pre-prepared food enterprises have shifted their focus from direct consumer sales (C-end) to business-to-business (B-end) sales, targeting large clients such as restaurants and bulk buyers [12]. - Previous sales successes in pre-prepared food have diminished, with companies reporting significant layoffs in their e-commerce departments due to declining market demand [12]. Challenges Faced - The decline in the pre-prepared food market is attributed to food quality and hygiene issues reported in schools using these products, as well as controversies surrounding certain pre-prepared dishes [12].
对预制菜避而远之?河南一地预制菜产业园“去标签”
Di Yi Cai Jing· 2025-09-15 09:01
Core Viewpoint - The pre-prepared food industry, once thriving, is experiencing a resurgence in public interest due to ongoing disputes among industry leaders, despite a general public aversion to pre-prepared foods. The local government has shifted its focus from pre-prepared foods to promoting "green food" initiatives, indicating a significant transformation in the industry landscape [1][6][7]. Industry Development - The local government is investing heavily in the pre-prepared food sector, with plans for a new innovation demonstration industrial park with a total investment of 20 billion yuan, covering 8,650 acres. This park aims to integrate various industry chains, including supply, innovation, and finance [2]. - In the first half of the year, the local government hosted multiple delegations from various provinces to explore the pre-prepared food industry, indicating strong governmental interest and support [3]. - The 2025 government work report highlights that the pre-prepared food industry achieved a revenue of 20 billion yuan in 2024, ranking fourth nationally and first in Central China [1]. Market Dynamics - Despite the initial success of pre-prepared foods, there has been a notable decline in sales and interest. Companies are now focusing on B2B sales rather than direct consumer sales, as evidenced by a shift in strategy among local businesses [8]. - The local market saw significant sales in pre-prepared foods during their peak, with one company reporting over 50 million yuan in sales from pre-prepared products within four months [8]. - Recent controversies regarding food quality and safety have led to increased public skepticism towards pre-prepared foods, further impacting market dynamics [9].
餐饮品牌普遍公示预制菜使用情况可行吗?难在哪儿?
Qi Lu Wan Bao Wang· 2025-09-15 08:44
Core Viewpoint - The controversy surrounding pre-prepared dishes (pre-cooked meals) has led to significant discussions about transparency and quality in the food industry, with companies like Xibei taking steps to address consumer concerns and improve practices [1][3][10] Group 1: Company Response and Actions - Xibei issued an apology and announced multiple corrective measures in response to the pre-prepared dish controversy, inviting customer supervision [1] - The company has implemented operational standards and is training employees to adapt to these changes, aiming for completion by October 1 [1] - The controversy was sparked by public comments from figures like Luo Yonghao, leading to a broader discussion about the definition and use of pre-prepared dishes in the restaurant industry [1][2] Group 2: Consumer Perspectives - Consumers expressed mixed feelings about pre-prepared dishes, with some opposing the idea of paying full prices for meals that are not freshly prepared [2] - A significant portion of younger consumers, particularly those born after 1995, associate pre-prepared dishes with meals that have been frozen and reheated, indicating a preference for freshly cooked food [2] - Industry professionals noted that pre-prepared dishes can be acceptable if they meet hygiene and quality standards, especially in chain restaurants [2] Group 3: Industry Challenges and Standards - The industry faces three main challenges in achieving transparency regarding pre-prepared dishes: legal and standard gaps, differences in company capabilities, and the complexity of Chinese cuisine [3][5] - Currently, there are no mandatory regulations requiring restaurants to disclose their use of pre-prepared dishes, leading to a reliance on voluntary practices by some companies [3][7] - The lack of a national standard for pre-prepared dishes has led to the emergence of local and industry standards, which often exceed basic requirements [7] Group 4: Future Outlook and Recommendations - Despite the challenges, there is optimism about the long-term trend towards transparency in the pre-prepared dish sector, driven by industry collaboration and policy support [6][10] - The focus should be on improving the quality of pre-prepared dishes rather than rejecting the concept altogether, emphasizing safety, nutrition, and taste [6][10] - Recommendations for the industry include enhancing regulation, promoting technological innovation, and guiding consumer perceptions to foster a more informed understanding of pre-prepared dishes [9][10]
9月15日主题复盘 | 无人驾驶再迎政策催化,影视持续活跃,预制菜概念发酵
Xuan Gu Bao· 2025-09-15 08:32
Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index showed stronger performance, with Ningde Times reaching a new high [1] - Game stocks performed strongly, with Xinghui Entertainment and Perfect World hitting the daily limit [1] - Pork stocks collectively surged, with Delisi and Aonong Biological reaching the daily limit [1] - The intelligent driving concept was active, with Zhejiang Shibao and Luchang Technology hitting the daily limit [1] - In contrast, the satellite internet concept declined, with Sanwei Communication dropping over 5% [1] - Overall, nearly 3,400 stocks in the Shanghai and Shenzhen markets declined, with a total transaction volume of 2.3 trillion [1] Hot Topics Autonomous Driving - The autonomous driving concept saw significant gains, with multiple stocks such as Suoling Co., Shikong Technology, and Zhejiang Shibao hitting the daily limit [3] - The Ministry of Industry and Information Technology announced a work plan for the automotive industry from 2025 to 2026, which includes promoting the approval of L3-level vehicle production [3] - The plan aims to enhance road traffic safety and improve relevant laws and regulations [3] Film and Entertainment - The film and entertainment sector continued to strengthen, with China Film and Xinghui Entertainment hitting the daily limit, and companies like Happiness Blue Sea and Mango Super Media also rising [7] - The National Day holiday in 2025 is expected to generate significant box office revenue, with many industry insiders expressing optimism about the ticket sales for that period [7] Prepared Dishes - The prepared dishes concept saw strong performance, with Delisi and Aonong Biological reaching the daily limit [9] - Industry analyst Zhu Danpeng suggested that the government should expedite the establishment of national standards for prepared dishes and implement a licensing system for companies [9] - The introduction of national standards is expected to enhance food safety and may increase costs by 15% to 30% due to new requirements [10]
从争议到规范:预制菜产业当以安全为基
Di Yi Cai Jing· 2025-09-15 08:22
(本文作者为中国民营经济研究会理事谭浩俊) 近期,罗永浩与餐饮集团西贝的"预制菜纷争",引发社会对预制菜的再次聚焦。这场争议的核心,实则 指向一个更本质的命题:餐饮安全的评判标准究竟是什么?在预制菜产业快速发展的当下,如何厘清认 知误区、完善制度保障,成为推动行业健康发展的关键所在。 争议焦点回归本质:食品安全应是首要考量 此次行业争论中,多家企业均参与讨论,引申出一个问题核心:餐饮品质的优劣不应简单归结于"预 制"还是"现做",而应取决于原料安全、健康保障、品质控制等实质标准。这一观点切中了当前消费认 知的误区。 事实上,正规预制菜企业在原料把控上有优势。如果按照工业化生产标准,预制菜原料需经过严格检验 检疫,供应链全程可追溯,而部分小型餐饮机构由于成本控制压力,在原料采购环节难以实现全流程监 管,或存在农药残留、检疫缺失等潜在风险。国家市场监管总局数据显示,通过标准化生产的预制菜, 在原料合格率、生产环境控制等方面均优于非标准化的小作坊式生产。 不过对消费者来说,最关心的是什么呢?当然是安全。无论是预制菜还是现做菜,食品安全都应是不可 逾越的红线。只有在确保原料安全、生产规范、存储合规的基础上,才能进一步 ...
“预制菜大战”升级!罗永浩质问5连发,西贝紧急修改致歉信
Hua Er Jie Jian Wen· 2025-09-15 08:14
Core Viewpoint - The public debate ignited by entrepreneur Luo Yonghao regarding pre-prepared dishes has significantly impacted both the Chinese restaurant and capital markets, leading to a notable response from Xibei Catering Group [1][3] Group 1: Company Response - On September 15, Xibei issued an apology letter, committing to transition several core products from central kitchen pre-processing to in-store preparation by October 1, 2025 [1][11] - The apology letter was later retracted and republished with modifications, specifically adding quotation marks around the term "虐" (abuse) in the phrase "顾客虐我千百遍" (customers abuse me a thousand times) [1][17] - Xibei's founder, Jia Guolong, acknowledged a significant drop in customer traffic and revenue, with daily losses reaching hundreds of thousands of yuan [3][21] Group 2: Market Reaction - Following the public exchanges, the A-share pre-prepared dish sector saw a surge, with stocks like Delisi and Sanjiang Shopping hitting their daily limits [1] - The controversy has led to a substantial decline in Xibei's daily revenue, with reported losses of 1 million yuan on September 10 and 11, and potential losses of 2 to 3 million yuan on September 12 [21] Group 3: Industry Implications - The debate has sparked a broader discussion about the standards and transparency of pre-prepared dishes in the restaurant industry, emphasizing the need for consumer awareness and rights [22] - The official definition of "pre-prepared dishes" was clarified by the State Administration for Market Regulation, outlining the criteria that distinguish these products from others [23]
争议之下的预制菜,或许迎来风口
Di Yi Cai Jing· 2025-09-15 08:00
(本文作者陈宏民,上海交通大学行业研究院副院长、上海市政府参事) 日前一家知名餐饮企业关于预制菜的争议冲上热搜,因为涉及千家万户关心的餐饮问题,迅速吸引了众 多企业和社会人士加入争论。 这场争议其实代表着正在转型中的餐饮行业所面临的困惑。 近年来,随着生活节奏加快和家庭规模缩小,无论B端还是C端都对预制菜产生了巨大的需求。冷链物 流和保鲜技术的进步,包装材料和技术的发展,也给预制菜的大规模生产创造了条件。相关数据显示, 2022年我国预制菜市场规模为4196亿元,预计2023年将达5100亿元,2026年将升至万亿元级别。 我国预制菜市场在餐饮行业的占比也在逐年提高。特别是在连锁餐饮企业中,预制菜的使用率其实较 高。 最终或许预制菜企业将更多面向消费者,直接建立品牌。更多预制菜将直接进入家庭,部分年轻人愿意 在预制菜基础上做二次创新,让家庭重新定义厨房,社会重新定义厨艺。当预制菜进入2.0版本,全社 会的餐饮从形态到文化或都将改变。 预制菜对餐饮行业的影响是深刻而持久的,对于餐饮企业结构和定位、厨师的职能、消费者的偏好等等 都会出现显著变化。总体而言,它将促进该行业向着更加符合社会发展与市场需求的方向转型。一 ...
西贝秒删后又重发致歉信,罗永浩回应,于东来再次力挺:希望不要毁了西贝
Mei Ri Jing Ji Xin Wen· 2025-09-15 07:52
9月15日中午,西贝餐饮集团就近期预制菜争议发布致歉信(详见刚刚,西贝致歉:尽可能把中央厨房前置加工工艺调整到门店现场加工,改用非转基因 大豆油,10月前全国门店完成调整)。 不过这则道歉信在发布后又被删除,道歉信中称"顾客虐我千百遍",受到不少网友质疑。不久后,这封道歉信又被发出,区别是"虐"字加了引号。 随后,罗永浩转发了该道歉信,称"顾客虐你什么了?顾客都被你打成网络黑社会了,谁虐谁呢"。 9月15日,罗永浩发文称,"华与华的老板已经跟我道了歉,这件事可以过去了,毕竟它只是一个跑题的插曲。严肃的主题还是餐饮企业使用预制菜时,为 什么必须给消费者知情权。" 罗永浩称"华与华的老板已道歉" 此前,华与华营销咨询有限公司董事长华杉在社交平台力挺西贝创始人贾国龙,称"西贝可以说是中国最好的企业之一,遭到这种网络黑嘴的网暴,老板 选择硬杠,一定要辩个清楚明白,这也给习惯于忍辱负重、苟且偷生的好人做了一个示范"。 9月14日晚间,罗永浩在"交个朋友直播间"表达了对贾国龙处理问题的不认同,并直言道:"幸亏我没对干,如果真对干的话,西贝就彻底完了,你想想我 用打西门子的劲头打西贝的话,真的就完了。" 随后,罗永浩还直接 ...
西贝道歉了!冲上热搜第一!引发A股预制菜概念活跃!万亿宁王起舞,一天暴涨1400亿!刷新历史新高!
雪球· 2025-09-15 07:49
Market Overview - The market showed mixed performance with the Shanghai Composite Index down 0.23% and the ChiNext Index up 1.52% [2] - Total trading volume in the Shanghai and Shenzhen markets was 2.28 trillion, a decrease of 245.8 billion from the previous trading day [2] Key Company Highlights - Contemporary Amperex Technology Co., Limited (CATL) saw its stock price surge over 14%, reaching a historical high of 371.52 CNY per share, resulting in an increase of nearly 140 billion CNY in market capitalization since September 12 [5] - CATL's guidance for 2026 production was raised to 1.1 TWh, indicating over 50% growth, which significantly exceeded market expectations and confirmed optimistic demand forecasts for lithium batteries [7] Industry Trends - The new action plan for large-scale construction of new energy storage, aiming for an installed capacity of over 180 million kW by 2027, is expected to drive direct investment of approximately 250 billion CNY [7] - The pre-prepared food market in China reached a scale of 485 billion CNY in 2024, with a year-on-year growth of 33.8%, and is projected to exceed 617.3 billion CNY in 2025 [10] - A national food safety standard for pre-prepared foods is set to be released, addressing previous concerns about safety and labeling, which could enhance consumer trust and market penetration [12][13] Regulatory Developments - The Ministry of Commerce announced an anti-dumping investigation into imported analog chips from the U.S., which may improve the market environment for domestic manufacturers [16] - The analog chip industry is currently in an upward cycle, with demand expected to grow due to emerging applications such as AI data centers and autonomous driving [17]