Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

Core Insights - The recent focus on "pre-prepared dishes" has garnered significant consumer attention, with regulatory bodies clarifying definitions and guidelines for the industry [1][2]. Definition of Pre-prepared Dishes - Pre-prepared dishes, also known as pre-prepared meals, are defined as dishes made from one or more food products that undergo industrial pre-processing without the addition of preservatives, and are meant to be heated or cooked before consumption [2]. Exclusions from Pre-prepared Dishes - Foods that are simply washed, peeled, or cut without cooking, such as fresh vegetables, do not qualify as pre-prepared dishes. Additionally, staple foods like frozen noodles, convenience foods, and items from central kitchens are also excluded from this category [4]. Food Safety Regulation Enhancements - The regulatory framework emphasizes the need for strict adherence to food safety responsibilities by producers, including quality control of raw materials and compliance with food safety standards [6]. - There is a push for improved production licensing management, with higher entry barriers for the pre-prepared dish industry and rigorous checks on production processes [6]. Consumer Awareness and Rights - The notification mandates that food producers must transparently inform consumers about the use of pre-prepared dishes in restaurants, ensuring consumer rights to know about the products they purchase [7]. Considerations on Preservative Use - The regulation stipulates that pre-prepared dishes should not contain preservatives, aligning with consumer expectations and industry consensus on minimizing unnecessary food additives [8].

专题：专题|罗永浩硬刚预制菜，西贝后厨曝光，创始人贾国龙道歉 近日，关于预制菜的话题受到关注，引发热议。13日、14日，人民日报、新华社、央视接连发文。 新华社：不怕你预制，怕你不告诉我 天津农学院食品科学与生物工程学院专家表示，预制菜是食品工业化的产物。"预制"这种处理方式本 身，在餐饮行业发展中也有着很长的历史，比如腌制、卤制等，都是对食材进行预加工，以备后续工艺 烹饪或食用的方法。伴随着现代包装工艺的发展，预制菜成为食品工业的重要组成部分。 相较于完全现场烹饪，预制菜有着显著优势。从事餐饮行业多年的卢星（化名）告诉记者，使用预制菜 能够提高餐饮企业的运行效率，尤其是在快餐等消费场景，预制菜能够很好地满足高性价比的消费需 求。通过将各类较为耗时的工艺前置，使得餐厅能够在几分钟内复现口味。 预制菜安不安全、营养如何？天津市第一中心医院营养科主任谭桂军表示，新鲜食材的营养物质保留更 为完整，也更符合人体所需。但这并不意味着预制菜就要"一棍打翻"，只要生产、运输、保存、烹饪过 程符合食品安全相关标准，预制菜就能够满足人体对于热量和营养的需求。 不怕你预制，怕你不告诉我 目前，大型连锁餐饮企业中使用预制菜十分常见 ...

消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公开征求 意见。 届时，预制菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入强制 信息披露范畴。 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。截至午盘，预制菜 （885951）指数涨0.84%，得利斯与三江购物涨停，盖世食品、国联水产、惠发食品涨超5%，天康生 物、欧福蛋业等个股跟涨。 （文章来源：21世纪经济报道） ...

9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。截至午盘，预制菜 （885951）指数涨0.84%，得利斯与三江购物涨停，盖世食品、国联水产、惠发食品涨超5%，天康生 物、欧福蛋业等个股跟涨。 0:00 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公开征求 意见。 届时，预制菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入强制 信息披露范畴。 ...

Market Overview - On September 15, the three major A-share indices collectively rose, with the Shanghai Composite Index up 0.22%, the Shenzhen Component Index up 1.07%, and the ChiNext Index up 2.13% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 15,247 billion CNY, a decrease of 1,240 billion CNY compared to the previous trading day [1] Key Sector Performances - The battery and lithium mining sectors saw significant gains, with CATL's A-shares and H-shares both reaching historical highs [2][3] - The gaming sector also performed well, with stocks like Xinghui Entertainment hitting the daily limit and Perfect World closing at the limit [2] - The prepared food and pork sectors experienced high-level fluctuations, with Delisi hitting the daily limit [2] CATL Performance - CATL's A-shares surged over 14% during the morning session, reaching a peak of 371.52 CNY per share, while its H-shares rose about 10%, marking a new high since its listing [4] - As of the midday break, CATL's A-shares were up 9.85%, with a total market capitalization exceeding 1.6 trillion CNY [4] Prepared Food Sector Insights - The prepared food sector gained attention due to ongoing debates involving figures like Luo Yonghao and Jia Guolong, which have heightened interest in the industry [13] - According to Huayuan Securities, the market for prepared dishes is expected to reach 617.3 billion CNY by 2025, driven by increasing consumer demand for convenience [13] Company-Specific Developments - Chuzhong Technology experienced a "Tian Di Ban" trading pattern, with its stock hitting the daily limit after a four-day consecutive rise [7][8] - The company reported a net profit of -40.02 million CNY for the first half of 2025, with a 44.85% decline in revenue compared to the same period last year [10] - Chuzhong Technology's business is primarily involved in liquid cooling testing platforms, with no revenue generated from liquid cooling server production [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 智通财经记者 徐宏文 9月15日开盘，A股预制菜概念发酵，味知香（605089）、得利斯（002330）等集合竞价直接封死于涨 停板之上。 "该标准主要是规定定义和食品安全指标要求。"据一位参与起草的专家透露，草案对预制菜的分类、原 料、加工工艺、贮存运输及检验方法作出了统一规定，并首次提出"不添加防腐剂"等强制性指标。与现 行141项团体、地方标准相比，国标条款更聚焦"安全底线"，为监管执法提供直接依据。 截至发稿时，得利斯依旧涨停，但味知香已打开涨停板，涨幅收窄至4%以内。 本 期 编 辑 邢潭 2024年7月，国家市场监管总局发布《食品安全国家标准-预制菜（征求意见稿）》，不过截至目前，该 标准尚未正式发布实施。 征求意见指出，标准适用于预制菜的生产和经营，不适用于主食类食品、净菜类食品、即食类食品和中 央厨房制作的菜肴。预制菜肴是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅 料，不添加防腐剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配 以或不配以调味料包，加热或熟制后方可食用的预包装菜肴产品。 另据第一财经 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【9月15日早盘市场震荡拉升，大小指数走势分化】9月15日早盘，市场震荡拉升，深成指和创业板指高 开高走，大小指数走势分化。沪深两市半日成交额1.51万亿，较上日缩量1240亿。盘面上热点杂乱，超 3200只个股下跌。游戏概念股集体大涨，星辉娱乐20cm涨停；储能概念股强势，宁德时代、阳光电源 创历史新高；预制菜概念股活跃，得利斯涨停。 算力硬件股分化，淳中科技触及跌停。板块方面，游 戏、电池、猪肉等涨幅居前，文化传媒、地产、贵金属等跌幅居前。截至收盘，沪指涨0.22%，深成指 涨1.07%，创业板指涨2.13%。 ...

西贝的预制菜纷争再次升级。9月15日凌晨，罗永浩在社交媒体喊话贾国龙："这次的事件，总是我说几句，你说几句，容易各说各话，媒体转来转去也容 易出现信息偏差，我们还是找一个大的网络平台直播，当面公平公正冷静理性地对一次话吧。相信这也能澄清西贝的真相，并且对中国预制菜产业和餐饮 行业的健康发展做一些贡献。" 从"告一段落"到"没法揭过" 该事件经历了一波三折的转变。此前，罗永浩于9月14日率先表态，宣布西贝预制菜事件告一段落，他期待预制菜相关的国家法规尽快出台。稍后一张西 贝创始人贾国龙在群聊中表态的截图流出，贾国龙表示："我应对方式有错，改。做饭的围着吃饭的转，你说咋好就咋办。"贾国龙称，西贝今后将"打明 牌"，做一个透明的西贝，彻底向胖东来学习。 就在外界认为争议即将平息之时，局势出现反转。当晚贾国龙在群聊中的完整发言截图流出，其中直接称罗永浩是"网络黑嘴""网络黑社会"。 贾国龙完整发言的截图流出后，罗永浩迅速发文回应，态度坚决："贾国龙，那这件事我们没法揭过去了。在中间再劝我的朋友，我们一律绝交吧。" 9月11日，西贝创始人贾国龙召开媒体沟通会强硬回应，称按照国家规定，西贝"没有任何一道预制菜"，将起诉罗 ...

本文来自微信公众号：太阳照常升起，作者：慕峰，题图来自：AI生成 现在最怕贾国龙继续说话的，可能除了他的连锁餐饮同行之外，就是预制菜产业了。本来这个话题罗永浩已经结束了，贾老板不服，硬生生又把罗老师拉 了回来。 这下可好，爆料越来越多，西贝的供应商被扒了个遍。供应商也是有公众号和网站的，打开西贝供应商的网站，绝大部分都不是专供西贝，很多明明白白 地写着自己就是做预制菜的。 这下可好，原来商场里吃来吃去，食客吃的源头都是一样的，难怪味道都一样。原来就是图一个店面环境不一样，吃的都是差不多的。那何苦还去商场 呢？作者手欠，在京东随手搜了一些流行的预制菜价格，比如： 2、既然食材出处都一样，都是后厨随手加个热，价格得统一吧，不能这个店卖15，那个店就卖50吧。 3、既然谈不上任何美食，就别拿美食作为广告宣传点了吧，虚假广告可是要担责的。 4、既然你们满足不了许多老百姓的堂食需求，那就老老实实把空间让出点给真正做餐饮的小老板，让真正的中餐美食能够延续下去吧。 咱不知道，都是预制菜，京东自营的味道会不会更好？反正，确实便宜，大概堂食的1/5吧。 既然都到这份上了，就都别装了。预制菜产业、所谓中央厨房和连锁餐饮企业，本来 ...