Core Viewpoint - The controversy surrounding the use of pre-prepared dishes has led to a public discussion about transparency in the restaurant industry, with West B's apology letter indicating a shift towards more on-site preparation and consumer engagement [1][3]. Group 1: Industry Response and Market Impact - West B has committed to adjusting its central kitchen processing model to favor on-site preparation, inviting consumer feedback for improvements [1]. - Following the controversy, the pre-prepared dish sector saw a rise in stock prices, with companies like Delisi hitting the upper limit, and others like Weizhi Xiang, Sanquan Foods, and Huifa Foods also experiencing increases [3]. - The approval of the draft national standard for pre-prepared dishes by the National Health Commission is believed to have positively influenced the market, as it aims to clarify definitions and disclosure requirements for restaurants [3]. Group 2: Consumer Concerns and Industry Standards - Consumer concerns about the safety of pre-prepared dishes have been heightened due to past incidents, such as the exposure of certain manufacturers using substandard ingredients [3]. - The distinction between central kitchens and pre-prepared dishes has become a focal point of debate, with claims that central kitchens primarily provide semi-finished products that require further cooking [4]. - The pre-prepared dish industry in China is still in its early stages, with significant differences compared to Japan, where the market has matured and established strict production standards [6]. Group 3: Market Outlook and Growth Potential - The Chinese pre-prepared dish market is expected to reach a scale of 674.9 billion yuan by 2030, with a projected compound annual growth rate exceeding 10% over the next decade [6]. - The industry faces challenges related to consumer trust and regional limitations in cold chain logistics, which currently restrict the growth of existing companies [6]. - As standards are established, high-quality brands are anticipated to gain consumer preference, indicating a potential shift in market dynamics [6].

Core Viewpoint - The recent controversy surrounding pre-prepared meals, sparked by a negative dining experience involving a public figure, highlights public dissatisfaction with the current food system and has accelerated the drafting of national food safety standards for pre-prepared meals [2][3] Industry Insights - The definition of "pre-prepared meals" varies significantly between industry insiders and the public, leading to confusion and debate about the extent of food industrialization [5][6] - The industrialization of food has historical precedents, notably in the U.S. during World War II, where the need for efficient food supply led to the development of pre-prepared meals, which later became commonplace in American households [5][6] - The rise of pre-prepared meals has contributed to health disparities, with lower-income populations often relying on cheaper, less nutritious options, leading to issues such as obesity and related health problems [6][7][9] Consumer Behavior - Consumers express a willingness to accept pre-prepared meals if they are priced affordably, but there is a strong demand for fresh and high-quality ingredients, indicating a tension between convenience and quality [12][15] - The current food delivery and recommendation systems limit consumer choice, as they are heavily influenced by capital interests, making it difficult for consumers to find restaurants that meet their expectations [10][12] Cultural and Ethical Considerations - The discussion around pre-prepared meals is not merely a technical issue but is deeply intertwined with cultural and ethical dimensions, as dining is a significant aspect of human interaction and societal values [17][18] - The industrialization of food often prioritizes profit over consumer health and satisfaction, leading to a homogenization of food options that may not align with public preferences for freshness and quality [14][20] Public Engagement and Scientific Discourse - The recent public discourse on pre-prepared meals reflects a growing awareness of the need for consumer involvement in food safety and quality standards, challenging the authority of experts and capital-driven narratives [21]

Core Viewpoint - The ongoing controversy surrounding pre-prepared dishes (pre-cooked meals) has raised concerns among consumers regarding their safety and health, prompting calls for transparency from restaurants about their use of such dishes [1][6]. Definition of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products that undergo industrial pre-processing without the addition of preservatives, and must be stored and transported under specified conditions [2][3]. - The recent notification from various government departments marks the first national-level clarification on the scope of pre-prepared dishes, emphasizing the prohibition of preservatives and the requirement for cold chain logistics [3]. Safety and Health Concerns - The pre-prepared dish industry in China has seen rapid growth, with over 74,000 related enterprises currently in operation [4]. - While larger pre-prepared dish companies have established safety protocols, smaller enterprises may lack standards, leading to potential food safety risks [4]. - A survey indicated that consumers have encountered quality issues with pre-prepared dishes, including spoilage and contamination [4]. Need for Standards and Regulations - Experts advocate for the establishment of national standards for pre-prepared dishes to ensure industry regulation and safety [5]. - There is a call for a comprehensive standard system that defines the concept and classification of pre-prepared dishes, including production, transportation, and storage requirements [5]. Consumer Awareness and Rights - A significant majority of consumers believe that restaurants should disclose the use of pre-prepared dishes, with 65.6% supporting prior notification [6]. - The Consumer Rights Protection Law entitles consumers to know the true nature of the products they purchase, emphasizing the need for transparency in the use of pre-prepared dishes [6]. Industry Communication and Transparency - Industry leaders suggest that restaurants should enhance communication with consumers to build trust and eliminate information asymmetry regarding the use of pre-prepared dishes [7]. - A draft national standard for pre-prepared dish safety is set to be publicly reviewed, which will standardize the disclosure of information regarding the use of such dishes in restaurants [7].

Core Viewpoint - The pre-prepared food industry is facing significant challenges due to public scrutiny and declining performance among leading companies, despite the market's potential for growth and regulatory improvements [1][6][8]. Group 1: Market Performance - A-share pre-prepared food companies have experienced volatility, with some stocks rising and others falling in response to recent events [1]. - Major players like Weizhi Xiang and Delisi reported mixed financial results, with Weizhi Xiang's revenue increasing by 4.70% to 343 million yuan, but net profit declining by 24.46% [3]. - Anjixin's revenue grew by 0.80% to 7.604 billion yuan, but it faced a 15.79% drop in net profit, marking its first mid-year profit decline since listing [3]. - Guolian Aquatic Products reported a significant loss of 540 million yuan, with total revenue decreasing by 18.36% to 1.651 billion yuan [3]. Group 2: Industry Challenges - The pre-prepared food sector is under pressure from weak B-end consumption and intense market competition, leading to a decline in overall gross margins from 20.07% in 2018 to 13.79% in 2024 [4]. - Companies like Xianyin Food have struggled to turn a profit, reporting a 12.08% revenue decline and a net loss of 54.17 million yuan [4]. - The industry faces issues such as inconsistent standards and low consumer acceptance, highlighted by recent controversies and the formation of a "anti-prepared food alliance" among restaurants [4][5]. Group 3: Regulatory Developments - The government is increasingly focused on addressing the challenges faced by the pre-prepared food industry, with new regulations and standards being introduced [6][7]. - Guangdong province has implemented eight local standards for pre-prepared foods, and a national food safety standard is set to be released soon [7]. - Experts believe that recent controversies may ultimately benefit the industry's development by prompting necessary changes and improvements [7]. Group 4: Future Outlook - Despite current controversies, the direction for the pre-prepared food industry remains positive, with significant growth potential anticipated [8]. - The market size is projected to reach 674.9 billion yuan by 2030, with a compound annual growth rate (CAGR) exceeding 10% [7].

Core Viewpoint - The recent controversy surrounding the use of pre-prepared meals in the restaurant industry highlights concerns about consumer rights and the potential negative impacts on the pre-prepared food industry, despite the focus not being solely on pre-prepared meals [1] Group 1: Industry Concerns - The pre-prepared food industry faces the risk of "bad money driving out good" if low-cost, substandard products dominate the market, which could hinder innovation and quality [2] - Regulatory bodies have issued guidelines to enhance food safety and promote high-quality development in the pre-prepared food sector, emphasizing the need for technological innovation and collaboration with research institutions [1][2] Group 2: Technological Innovations - Advanced preservation technologies, such as liquid nitrogen freezing, can extend the shelf life of seafood without preservatives, maintaining taste and nutritional value [1] - Research indicates that modern cold chain technology and preservation methods result in minimal nutritional loss in pre-prepared meals, sometimes outperforming leftover dishes [3] Group 3: Consumer Transparency - The implementation of blockchain and traceability technologies can empower consumers by providing transparent information about food products, allowing them to make informed choices [4] - The shift towards consumer-driven transparency in food safety and quality is essential for fostering trust and encouraging responsible consumption [4]

Core Viewpoint - The article discusses the character and actions of Luo Yonghao, emphasizing his decision to withdraw from a legal battle against Xibei's founder to protect the livelihoods of nearly 20,000 employees, showcasing his altruistic nature and moral integrity [2][5][38]. Group 1: Character and Actions of Luo Yonghao - Luo Yonghao is portrayed as a strong and principled individual who has previously taken bold actions against large corporations, demonstrating his willingness to fight for consumer rights [4][19]. - His decision to step back from the lawsuit against Xibei is framed as a strategic choice rooted in compassion rather than fear, highlighting his concern for the employees affected by the conflict [6][38]. - The article emphasizes that true strength lies in knowing when to hold back, which Luo Yonghao exemplifies through his actions [7][8]. Group 2: Consumer Advocacy and Trust - Luo Yonghao's advocacy is characterized by a focus on consumer interests rather than personal gain, which has garnered public support for his initiatives [10][11]. - He has committed to continuing legal support for consumers and monitoring the situation at Xibei, indicating his ongoing dedication to consumer rights [11][12]. - The article notes that Luo Yonghao's ability to repay 800 million in debt is attributed to the trust he has built with consumers through his consistent and genuine actions [23][32]. Group 3: Societal Implications - The article suggests that individuals like Luo Yonghao, who are willing to stand up against injustices, are rare and essential for societal progress [34][35]. - It highlights the importance of having outspoken individuals in society to challenge complacency and corporate negligence, which can lead to a more accountable business environment [34][36]. - The narrative concludes that true wealth is measured not in financial terms but in the trust and respect earned from others [41].

证券代码：605089 证券简称：味知香 公告编号：2025-057 苏州市味知香食品股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东大会召开的时间：2025年9月16日 (二)股东大会召开的地点：苏州市吴中区郭巷淞芦路1778号公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ 2、公司在任监事3人，出席3人； 3、董事会秘书谢林华先生出席了本次会议；公司部分高级管理人员列席了本次会议。 二、议案审议情况 (一)非累积投票议案 1、议案名称：《关于取消监事会并修订〈公司章程〉及制定、修订部分制度的议案》 审议结果：通过 注：截至本次股东大会股权登记日（2025年9月9日），苏州市味知香食品股份有限公司（以下简称"公 司"）总股本138,000,000股，回购专用证券账户股份数为1,380,052股，因公司所持有的本公司股份没有 表决权，故此次股东大会有表决权的 ...

Core Viewpoint - The recent controversy surrounding pre-prepared meals has drawn significant attention to the industry, particularly following comments made by a prominent figure regarding the quality and pricing of dishes at a specific restaurant chain [1] Group 1: Industry Overview - The A-share market has 31 companies involved in the pre-prepared meal concept, with 14 of them disclosing ESG (Environmental, Social, and Governance) reports, resulting in a disclosure rate of 45% [1] - The focus of the industry includes key issues such as product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Reporting - Among the 31 companies, 9 are rated A (including A+, A, A-), 9 are rated B, 8 are rated C, and 5 are rated D, indicating a relatively even distribution of ESG ratings [3] - The majority of companies emphasize the importance of transparency in their ESG reports, with a notable number focusing on sustainable development and social responsibility [2][3] Group 3: Environmental Initiatives - Companies like Jinlongyu and New Hope are implementing green logistics and sustainable packaging practices to reduce environmental impact [4] - Out of the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions), highlighting a gap in comprehensive carbon footprint reporting [4] Group 4: Food Safety and Quality - The industry is shifting towards enhanced food safety and nutritional health management, driven by national strategies aimed at prioritizing public health [5] - New regulations on food additives are set to be implemented, requiring pre-prepared meal producers to adjust their product formulations to comply with stricter safety standards [5] Group 5: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies like Jinlongyu and New Hope adopting rigorous supplier management practices [7] - The emphasis on transparency and responsible sourcing is seen as essential for maintaining consumer trust and ensuring product quality [8]

Core Viewpoint - The recent controversy surrounding pre-prepared meals has highlighted the importance of transparency and ESG (Environmental, Social, and Governance) disclosures in the food industry, particularly in relation to food safety and consumer trust [1][3][8] Group 1: Industry Overview - The A-share market has 31 companies in the pre-prepared meal sector, with 14 of them disclosing ESG reports, resulting in a disclosure rate of 45% [1] - Key issues of concern for these companies include product safety and quality, supply chain management, and climate change response [3] Group 2: ESG Disclosure and Transparency - Among the 14 companies that disclosed ESG reports, 8 reported on Scope 1 (direct emissions) and Scope 2 (indirect emissions), while only 4 reported on Scope 3 (value chain emissions) [4] - The distribution of ESG ratings among the 31 companies shows 9 rated A, 9 rated B, 8 rated C, and 5 rated D, indicating a relatively even spread [4] Group 3: Food Safety and Quality Management - The food industry is shifting focus from food safety to nutritional health, with new standards being implemented to enhance product safety [5] - Companies like New Hope and Golden Dragon Fish emphasize quality management and sustainable practices, with specific targets for reducing harmful ingredients in their products [5][6] Group 4: Supply Chain Management - Effective supply chain management is crucial for ensuring food safety, with companies implementing digital platforms for supplier lifecycle management and sustainability [7] - New Hope has established a Supplier Management Committee to oversee supplier relations, while Anji Food emphasizes the importance of small and medium enterprises in its supply chain [7] Group 5: Consumer Trust and Market Dynamics - The controversy reflects a broader food safety crisis, where transparency is essential for maintaining consumer trust and fair competition [8] - The principle of transparency is seen as a key factor in preventing market malpractices and ensuring that consumers are not misled [8]

每经评论员 付克友 剧中人偃旗息鼓，围观群众散了又聚，聚了又散。这次，网络大V罗永浩与西贝的预制菜之争，真的要 剧终了。 9月15日，西贝就近期预制菜争议发布致歉信，承诺在10月1日前完成九项整改措施，包括使用非转基因 大豆油、多款菜品改为门店现做等。 随后不久，罗永浩发文称，不再为"面子"而"较劲"，也不再意气用事，决定放弃进一步追究西贝。 胖东来创始人于东来发声：希望人们理性理解帮助企业解决问题走向美好，而不是不经意间毁掉一个企 业，因为做好一个企业太不容易。 这些迹象表明，从网红大V到当事企业，再到相关企业家，正在形成一种良性互动，达成一种心照不宣 的商业共识。那就是，网络大V指出问题，企业主体照单接收并整改，舆情成为推动行业进步的契机。 对于西贝和贾国龙来说，预制菜风波是一个深刻的教训，也是一个改过自新、更上一层楼的契机。面对 越来越大的舆论压力，西贝承认"生产工艺与顾客期望有较大差异"。所谓"打明牌，做一个透明的西 贝"，既是对消费者的承诺，也是对自身品牌的修复策略。最新的整改举措，已经表明立正挨打的态 度，是令人喜闻乐见的。 罗永浩最新表态，显示出了克制和理性，也体现出他对自身影响力的清醒认知和某 ...