（图片来源：摄图网） 近日，罗永浩公开吐槽西贝莜面村"预制菜比例过高"的言论持续发酵，将这家知名餐饮品牌推向舆论风口， 也再次引发公众对预制菜行业关注。 近日,西贝受到大家的广泛关注与讨论。在 这场风波中,我们看到了许多顾客对西贝的 关心、疑问与批评。 这些声音,我们都一一记在心里,也深刻意 识到:西贝的生产工艺与顾客的期望有较大 差异,没有满足广大顾客的需求与期待。 在此,西贝对给顾客带来的困扰和担忧致以 深深歉意。向每一位关注此事提出意见、建 议的顾客,致以最诚挚的感谢。 同时,请每一位顾客放心,西贝始终坚守严 格的食品安全底线,严格遵守国家相关法律 法规。 此刻西贝全体伙伴已积极行动起来,就顾客 关心的问题进行逐一改善。 为了满足广大顾客的需求,让顾客拥有更好 的体验。我们将尽可能把中央厨房前置加工 工艺调整到门店现场加工。 2025年10月1日前,西贝全国门店会陆续完成 以下调整: 1、西贝所有使用大豆油烹调的菜品,调整为 使用非转基因大豆油。 9月15日，西贝餐饮通过官方微博发布致歉信，宣布多项整改措施，包括将所有使用大豆油的菜品改用非转 基因大豆油、儿童餐"吃光光牛肉焖饭"的牛肉酱调整为门店现炒等 ...

Core Viewpoint - The dispute between Luo Yonghao and Jia Guolong regarding pre-prepared dishes has concluded, with West Be acknowledging the need for transparency in their use of pre-prepared ingredients, while the market for pre-prepared dishes remains resilient despite consumer concerns [1][8]. Industry Summary - The pre-prepared dish sector has seen a rise in stock prices since September 15, with companies like Delisi reaching a limit up, indicating strong market interest [2][3]. - The National Health Commission's draft for national food safety standards for pre-prepared dishes is expected to clarify the definition and usage of these products in the restaurant industry, which may enhance consumer confidence [3][12]. - The controversy highlights a disconnect between industry definitions of pre-prepared dishes and consumer perceptions, with concerns over food safety and ingredient quality being prominent [4][12]. Company Summary - Companies such as Delisi, Longda Meishi, and others have experienced significant stock price increases, reflecting positive market sentiment towards the pre-prepared food sector [2]. - Qianwei Central Kitchen has acknowledged the trust challenges in the pre-prepared dish market and is implementing quality management measures to address these issues [13]. - The market for pre-prepared dishes in China is projected to grow rapidly, with estimates suggesting a market size of 674.9 billion yuan by 2030, driven by various factors including evolving consumer preferences and regulatory developments [13].

Group 1 - The core debate between Luo Yonghao and Xibei highlights the lack of standardized definitions and regulations in the prepared food industry, which is crucial for its healthy development [1][3] - The prepared food industry in China is projected to reach a market size of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, and is expected to exceed 749 billion yuan by 2026 [1][2] - The industry serves as an important vehicle for the integration of agriculture and the catering sector, promoting agricultural efficiency and farmers' income [1] Group 2 - The prepared food industry faces challenges such as inconsistent standards, food safety concerns, and an incomplete regulatory framework, which demand higher quality and innovation from companies [2][3] - A draft national standard for food safety in prepared foods, led by the National Health Commission, is set to be publicly reviewed, which will clarify the identity of prepared foods and enforce mandatory disclosure for their use in restaurants [2] - The recent market response to the news of the upcoming standards has been positive, with significant stock price increases for related companies [2]

Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [1] Domestic Financial Market - The Shanghai Composite Index closed at 3860.50, down by 0.26%, while the Shenzhen Component Index rose by 0.63% to 13005.77 [2] - The ChiNext Index increased by 1.52% to 3066.18, indicating a mixed performance across major indices [2] Macro News Summary - The National Financial Supervision Administration will guide the financial industry to implement consumer-friendly measures [4] - The People's Bank of China announced a 600 billion yuan reverse repurchase operation with a six-month term on September 15 [4] - The National Bureau of Statistics reported a 5.2% year-on-year increase in industrial added value and a 3.4% growth in retail sales in August [4] Industry Latest Developments - The Ministry of Industry and Information Technology is promoting a collaborative ecosystem for the automotive industry, with related stocks including Top Group and Desay SV [6] - A draft national standard for pre-prepared food safety led by the National Health Commission has passed expert review, with related stocks including Delisi and Weizhi Xiang [6] - The 2025 World Energy Storage Conference is being held from September 16 to 18 in Fujian, with leading battery manufacturers reporting full order books, including stocks like CATL and Beijing Lier [6] Focus on Listed Companies - Tuosida launched its first humanoid robot during a global open day event [8] - Kanghua Bio's six-valent norovirus vaccine has received clinical trial approval from the National Medical Products Administration [8] - Inno Laser has been supplying UV lasers for silicon carbide annealing processes to SHI for several years [8] - Galaxy Magnetics plans to acquire 100% of Sichuan Jingtian Longtai Technology Co., Ltd. through a share issuance and cash payment, with its stock suspended from trading since September 15 [8] Market Review and Outlook - On September 15, A-shares showed mixed performance, with the Shanghai Index down 0.23% and the Shenzhen Index up 0.63% [10] - The overall market saw more stocks decline than rise, with nearly 3400 stocks falling and only 1916 gaining [10] - The trading volume decreased to 2.28 trillion yuan, down by 245.8 billion yuan from the previous trading day [10] - Structural characteristics were evident, with strong stocks leading the market while some high-flying stocks faced profit-taking pressure [10] - High-performing sectors included lithium battery supply chains, gaming, automotive parts, coal, and pork, while technology sectors like communication equipment and semiconductors saw adjustments [10] - The domestic economic recovery outlook remains positive, supported by policy measures and global liquidity conditions [11] - The report anticipates a continued upward trend for indices, with structural opportunities emerging, emphasizing the need to monitor volume changes and policy implementation [11]

Core Viewpoint - The ongoing debate surrounding pre-prepared meals (pre-cooked dishes) has escalated into a national discussion, highlighting the industry's struggle with the lack of standardized definitions and regulations for pre-prepared meals [2][4][12] Group 1: Industry Dynamics - The clash between Luo Yonghao and Jia Guolong represents a conflict of understanding regarding pre-prepared meals, with Luo advocating for transparency and consumer rights, while Jia defends the brand's reputation by denying the use of pre-prepared meals [4][5] - The absence of a unified national standard for pre-prepared meals complicates the situation, as businesses are uncertain about labeling and consumers are left confused about the quality and freshness of the food they are purchasing [4][11] - The rise of pre-prepared meals is driven by structural changes in the restaurant industry, including rising labor costs, increasing rent, and the demand for standardization, which has led to a shift towards industrialization and pre-preparation [9][10] Group 2: Consumer Perception - Consumers have a subjective understanding of pre-prepared meals, often associating them with low quality, especially when served in mid to high-end restaurants, where expectations for freshness are high [5][6] - The perception of pre-prepared meals varies significantly between different purchasing environments, with consumers more accepting of pre-prepared items in supermarkets than in restaurants [5][6] - The current lack of clear standards and definitions for pre-prepared meals leads to a disconnect between consumer expectations and industry practices, resulting in a trust deficit [11][12] Group 3: Need for Standardization - The industry is in dire need of a comprehensive national standard for pre-prepared meals to address the confusion and mistrust among consumers, as existing standards are often inadequate and fail to protect consumer rights [11][12] - High-quality pre-prepared meals can offer safety and quality that may exceed that of freshly prepared meals due to stricter controls in centralized kitchens [13] - The resolution of the pre-prepared meal debate requires an upgrade in societal understanding, recognizing that pre-prepared meals are not inherently inferior but rather a necessary evolution in food production [12][13]

Group 1 - The core viewpoint of the news revolves around the ongoing controversy regarding Xibei's use of pre-prepared dishes and the subsequent consumer reaction, highlighting a shift towards fresh cooking methods in response to public demand [1][2] - Xibei has issued an apology and plans to adjust its cooking processes to prepare dishes on-site by October 1, indicating a significant operational change in response to consumer preferences [1] - The incident has sparked discussions about the importance of transparency in food preparation and the need for businesses to adapt quickly to market feedback [2] Group 2 - The market is currently experiencing mixed performance, with the Shanghai Composite Index down by 0.26% while the Shenzhen Component and ChiNext indices rose by 0.63% and 1.52%, respectively, indicating a divergence in sector performance [6] - A total of 1,916 stocks rose while 3,375 fell, with a median decline of 0.48%, reflecting a challenging market environment [7] - The A-share market's trading volume reached 22.774 billion yuan, a decrease of 2.435 billion yuan from the previous trading day, suggesting reduced investor activity [6] Group 3 - The gaming sector is experiencing a positive trend, with strong demand and a favorable competitive landscape, leading to an upward trajectory in profit margins [9][10] - Analysts suggest that the gaming industry is entering a product innovation cycle, similar to the pharmaceutical sector, characterized by high investment and long-term returns [10] - The pre-prepared dish sector has seen a rise in stock prices due to the fallout from the Xibei incident and the approval of national standards for pre-prepared dishes, indicating a potential shift in consumer sentiment [10][11] Group 4 - The AI hardware sector has shown significant growth, with key stocks experiencing adjustments while others continue to perform well, indicating a mixed but generally positive outlook for the industry [11] - The storage chip sector is experiencing differentiation in performance, influenced by recent price increases from overseas storage giants, which is expected to impact market dynamics [11] - Regulatory scrutiny on Nvidia has emerged, which may negatively affect its supply chain but could benefit domestic computing and AI chip sectors [12][13] Group 5 - Analysts from CITIC Securities emphasize the importance of evaluating market conditions from a global perspective rather than solely focusing on domestic economic cycles, suggesting a strategic approach to investment [14][15] - The current market sentiment is characterized by structural trends driven by "smart money," indicating a need for investors to remain focused on key sectors rather than being swayed by volatility [15][16] - The overall market outlook suggests a preference for sectors poised for growth, such as innovative pharmaceuticals, AI hardware, and energy storage, while advising caution with small-cap stocks and those with recent significant price increases [16]

Group 1 - The recent controversy surrounding the use of pre-prepared dishes in restaurants, particularly highlighted by Luo Yonghao's comments about Xibei, has led to increased public attention on the pre-prepared food sector [1][2] - 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, establishing a unified definition and mandatory disclosure for the use of pre-prepared dishes in restaurants [2][3] - Following the announcement, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi (002330) hitting the daily limit and closing at 5.45 yuan, up 10.10%, and its pre-prepared dish revenue projected to account for 21.67% of total revenue in 2024 [2][3] Group 2 - The stock of Longda Meishi (002726), a supplier to Xibei, also rose by 5.69% to 6.13 yuan, following a strategic cooperation agreement with Xibei to enhance product supply and brand influence [3] - Industry experts are optimistic about the positive impact of regulatory standards on the pre-prepared dish sector, with expectations that the introduction of these standards will promote industry self-discipline and benefit leading brands [3] - The recent discussions around pre-prepared dishes have emphasized the need for restaurants to disclose their use of such products, which is expected to strengthen industry self-regulation and enhance consumer trust in quality brands [3]

Market Overview - On September 15, the A-share market showed mixed trends, with the Shanghai Composite Index experiencing a slight decline of 0.26%, while the Shenzhen Component Index rose by 0.63% and the ChiNext Index increased by 1.52% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 2.28 trillion yuan, a decrease of 245.8 billion yuan compared to the previous trading day [2] Sector Performance - The gaming sector saw collective gains, while the automotive supply chain and computing power sectors also showed strength [2] - Conversely, the cultural media sector experienced significant declines [2] International Market - The U.S. stock market indices rose on September 15, with the Dow Jones Industrial Average up by 49.23 points (0.11%), the S&P 500 up by 30.99 points (0.47%), and the Nasdaq Composite up by 207.65 points (0.94%) [4][6] - In Europe, the FTSE 100 index fell by 6.26 points (0.07%), while the CAC 40 and DAX indices rose by 71.69 points (0.92%) and 50.71 points (0.21%) respectively [4][6] Commodity Prices - International oil prices saw a slight increase, with WTI crude oil futures rising by $0.61 to $63.30 per barrel (0.97%) and Brent crude oil futures increasing by $0.45 to $67.44 per barrel (0.67%) [4][5] Key Developments - China and the U.S. reached a basic framework consensus to address the TikTok issue, aiming to reduce investment barriers and promote economic cooperation [7][8] - The State Administration of Foreign Exchange in China announced measures to enhance cross-border investment and financing, including allowing foreign exchange profits from direct investments to be reinvested domestically [9][10] - Nvidia is under further investigation by China's market regulator for potential violations of antitrust laws [11] - The release of version 2.0 of the "Artificial Intelligence Security Governance Framework" aims to address risks associated with rapid AI development [12] - The Chinese government is promoting the implementation of tourism standards to enhance product quality and service levels [13] - Shanghai is advancing the high-quality development of the high-end medical device industry through various supportive measures [14] - Henan Province is accelerating the development of high-end chips and AI-enabled products as part of its industrialization plan [15] - 17 major automotive companies in China are responding positively to the initiative for supplier payment norms to foster a collaborative ecosystem [16] Investment Insights - Long-term prospects for domestic computing power demand are expected to rise due to the ongoing AI wave and geopolitical factors [17] - The oil transportation sector may benefit from rising shipping rates and a potential decrease in global oil prices due to increased production [18] - The introduction of a clear labeling system for prepared dishes is anticipated to enhance supply chain transparency and benefit leading companies in the sector [18]

近日，围绕"预制菜"的争议持续发酵，引发广泛舆论关注。该事件不仅反映出消费者对食品安 全、知情权和餐饮透明度的日益重视，更折射出中国餐饮行业在工业化、标准化进程中面临的 一些认知与规范挑战。 从本次舆论双方就涉事餐厅是否使用了预制菜的争议来看，双方各执一词、舆论分歧明显。这 场争论虽是一则商业插曲，却具有显著的公共意义，相关讨论推动预制菜议题进入公众视野， 客观上促进了社会对餐饮工业化的理性讨论，也为行业走向规范与透明提供了一次契机。 中国作为全球饮食文化最丰富的国家之一，拥有多样的烹饪方式与地域风味，消费者对"好 吃"和"吃好"的追求始终是餐饮市场的核心驱动力。然而，伴随城市化加速和生活节奏加快， 国民餐饮需求正呈现"双轨并行"态势：一方面追求更高品质、更健康的膳食；另一方面也迫切 需要便捷、高效、经济的就餐解决方案。 当前消费者对预制菜的疑虑，主要集中于两个方面：首先，国家层面尚待建立从原料溯源、加 工工艺到冷链物流和标签标识的全链条标准与监管体系，也缺少涵盖原料筛选、加工工艺、营 养标识的强制性标准体系，这可能会导致一些企业操作空间大。标准与监管体系如果不完善， 消费者对预制菜的安全性、营养水平就会打问 ...

Core Viewpoint - The discussion surrounding pre-prepared meals (pre-cooked dishes) has gained significant attention, prompting consumers to deepen their understanding and promoting food safety measures [2] Group 1: Definition of Pre-prepared Meals - The definition of pre-prepared meals has been a focal point of debate, with previous concepts being broad, including ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-assemble categories [4] - A new regulation issued by six departments in March 2024 clarifies that pre-prepared meals cannot contain preservatives and excludes staple foods and ready-to-eat salads [5] - The regulation aims to prevent market disruption by clearly distinguishing pre-prepared meals from other food categories like fresh-cut vegetables and central kitchen products [5] Group 2: Consumer Awareness and Rights - Consumers express a desire for transparency regarding the use of pre-prepared meals in restaurants, emphasizing the need for clear labeling to protect their right to know [6] - Various regions are actively exploring ways to promote the labeling of pre-prepared meals, with specific guidelines set to take effect in April 2025 [7] - Despite the push for transparency, many businesses are hesitant to disclose the use of pre-prepared meals due to concerns about consumer reactions [8] Group 3: Safety Concerns and Regulations - There are widespread consumer concerns regarding the use of preservatives and additives in pre-prepared meals [9][10] - Regulations prohibit the use of preservatives in pre-prepared meals, and proper storage and processing methods are employed to ensure safety [11] - The use of food additives is strictly regulated, and while some businesses may add flavor enhancers, the overall safety standards remain stringent [13] Group 4: Future Development of Pre-prepared Meals - The inclusion of pre-prepared meals in national policy documents indicates a growing recognition of their potential, with calls for the establishment of unified national standards [15] - The industry is encouraged to innovate in areas such as freezing, vacuum packaging, and cold chain logistics to enhance the quality of pre-prepared meals [15] - Strengthening industry regulations and promoting consumer education are essential for the healthy development of the pre-prepared meal sector [16]