周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。9月15 日，预制菜概念盘初走强，得利斯、惠发食品涨停，味知香、国联水产、千味央厨、盖世食品、益客食 品等跟涨。味知香被称为A股"预制菜第一股"，半年报显示：上半年，味知香归属净利润同比下滑了 24.46%。对于预制菜行业所面临的挑战，味知香董事长、总经理夏靖此前在业绩发布会上表示，预制 菜行业的繁荣与挑战并存，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为预 制菜企业提出更高的要求，同时，预制菜行业也面临了标准不一、食品安全、监管标准等问题，随着相 关标准的逐步出台，从长期来看，优质的品牌力将会是人们的消费选择，千味央厨在互动平台回答投资 者关于如何应对公众对预制菜行业的信任危机时表示，其深刻理解并高度重视当前市场对预制菜行业存 在的信任挑战，并采取了多项应对措施，包括源头严控与供应链升级，公司始终将保障原料的稳定供应 与卓越质量视为重中之重；构建严密的质量监控体系，针对不同业务环节制定了质量管理制度等。（一 财） ...

2025.09. 15 本文字数：621，阅读时长大约1分钟 作者 | 第一财经 安卓 周末，罗永浩与西贝创始人贾国龙之间喧闹的预制菜之争似乎并未对预制菜板块带来较大影响。 | | | 预制菜 1 | | | --- | --- | --- | --- | | | | 1221.69 1.19% | | | 成分股 基金 | 简況(F10) | 资金 | 分析 社区 | | 全部 龙头股 | | 3日内有涨停 连板 | 连续3日主7 | | 名称/代码 | | 最新 ◆ 涨幅 = 5日涨幅 = > | | | 盖世食品 | | 16.75 +14.80% +15.52% | | | 836826 | | | | | 领涨龙头3 | | | | | 国联水产 | | 4.17 +10.32% +11.53% | | | 300094 | | | | | 得利斯 | | 5.45 +10.10% +11.00% | | | 002330 | | | | | 最终涨停09:25 首板 | | | | | 惠发食品 | | 11.88 +10.00% +11.55% | | | 603536 | | | | | 最终 ...

(资料图片) 人民财讯9月15日电，预制菜概念盘初表现活跃，截至发稿，得利斯涨停，国联水产、盖世食品等 跟涨。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。 标签： 财经频道 财经资讯 ...

Market Overview - A-shares experienced fluctuations with the ChiNext index rising by 2.11%, driven by strong performances in solid-state batteries and energy storage sectors, particularly with CATL surging by 10.15% [1][10][15] - The Hong Kong market also saw gains, with the Hang Seng Index up by 0.20% and the Hang Seng Tech Index increasing by 1.04% [3][24] - The bond market showed a positive trend, with government bond futures rising across the board [3][4] Sector Performance - The solid-state battery and energy storage sectors witnessed significant growth, with CATL's stock price increasing by 10.15% and a trading volume exceeding 10 billion yuan [10][12] - Semiconductor stocks were notably active, with several companies like Sanan Optoelectronics and Shanghai Belling hitting their daily price limits [20][21] - The pre-made food sector also saw a surge, with companies like DeLis and Huihua Foods reaching their daily price limits [6][7] Commodity Market - Domestic commodity futures mostly rose, with coking coal and coke prices increasing by over 2% [1][27] - Lithium carbonate prices also saw a rise, reflecting the ongoing demand in the battery sector [4][27] Financing and Investment Trends - As of September 12, the financing balance on the Shanghai Stock Exchange reached 1.183985 trillion yuan, an increase of 7.544 billion yuan from the previous trading day [5]

Group 1 - The prepared food sector is experiencing a strong rebound, with companies like Huifa Food and Delisi both hitting the daily limit up [1] - Gaisi Food has seen an increase of over 15%, while Guolian Aquatic has risen by more than 10% [1] - Other companies such as Haixin Food, Qianwei Central Kitchen, Weizhi Xiang, and Yike Food are also among the top gainers in this sector [1]

| 味知香被称为A股"预制菜第一股"，半年报显示：上半年，味知香归属净利润同比下滑了24.46%。 | | | --- | --- | | 对于预制菜行业所面临的挑战，味知香董事长、总经理夏靖此前在业绩发布会上表示，预制菜行业的繁荣与挑战并存，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为预制菜企业提出更高的要求，同时，预制菜行业也面临了标准不一、食品安全、监管标准等问题，随着相关标准的逐步 | 千味央厨在互动平台回答投资者关于如何应对公众对预制菜行业的信任危机时表示，其深刻理解并高度重视当前市场对预制菜行业存在的信任挑战，并采取 了多项应对措施，包括源头严控与供应链升级，公司始终将保障原料的稳定供应与卓越质量视为重中之重；构建严密的质量监控体系，针对不同业务环节制 定了质量管理制度等。 出台，从长期来看，优质的品牌力将会是人们的消费选择， 9月15日，预制菜概念盘初走强，得利斯（002330.SZ）、惠发食品（603536.SH）涨停，味知香（605089.SH）、国联水产（300094.SZ）、千味央厨 （001215.SZ）、盖世食品（836826.BJ）、益客食品（301116 ...

#预制菜概念股表现活跃#【预制菜概念表现活跃 #得利斯涨停#】9月15日，预制菜概念表现活跃，得利 斯、味知香涨停，千味央厨、国联水产、盖世食品跟涨。（每日经济新闻，泽塔） ...

预制菜与中国连锁餐饮行业发展 20250914 摘要 预制菜定义存在多层面差异，消费者、行业和国家层面定义不同，国家 层面定义不包括主食和中央厨房菜肴，且禁止添加防腐剂，认知差异大。 连锁餐饮企业使用中央厨房可降低成本、确保产品质量一致、标准化操 作流程并提高食品安全性，但中央厨房制作的初加工或半成品不属于国 家层面定义的预制菜。 日本餐饮业通过优化供应链、提升食品安全标准，在中央厨房和冷链物 流方面建立了完善体系，并注重消费者体验，为中国餐饮业提供了标准 化运营的借鉴。 中国消费者对中餐的期许包括健康安全、优质服务和创新菜单。连锁餐 饮企业应加强供应链管理、提升员工服务水平、研发新产品并注重品牌 建设。 中央厨房对中餐行业影响巨大，通过集中加工处理食材，提高了效率并 实现了相对标准化，使得新品牌更容易孵化，但小型餐饮企业自制食品 仍归类为预制菜。 Q&A 预制菜的概念和定义是什么，目前在法律和行业层面有何分歧？ 预制菜的概念目前尚未在全国范围内形成统一的法律条文进行界定。2024 年 3 月，市场监督管理总局联合教育部、工信部、农业部等几个部委发布了关于加 强预制菜行业高质量发展的通知，但这并不是法律或政策 ...

Core Viewpoint - The ongoing debate between Luo Yonghao and Xibei highlights the urgent need for standardization, transparency, and quality improvement in the prepared food industry, which is crucial for its healthy development [1][2][3][4][5][6] Group 1: Industry Context - The prepared food market in China is projected to exceed 600 billion yuan by 2025 and may reach a trillion yuan by 2026 [2] - The penetration rate of prepared food in chain restaurants has reached 80%, with 42% of takeout orders consisting of prepared dishes [2] Group 2: Standardization - Standardization is essential for establishing a unified language and rules within the prepared food sector, as the lack of standards leads to confusion among consumers and businesses [3] - A draft for the national food safety standards for prepared food is set to be publicly reviewed, which could help clarify the identity of prepared food [3] Group 3: Transparency - Transparency is vital for restoring consumer trust, as the lack of clear definitions and information about prepared food has led to consumer dissatisfaction [4] - Companies that openly disclose their food preparation methods, like Laoxiangji, have received positive feedback, indicating that transparency can enhance consumer confidence [4] Group 4: Quality - Quality is the core of the prepared food industry's survival, as consumer anxiety over quality issues has been a significant concern [5] - Prepared food must evolve from merely meeting basic needs to becoming a valued choice for consumers, necessitating a focus on safety, health, and quality [5] Group 5: Future Implications - The Xibei incident should serve as a catalyst for self-reform within the restaurant industry, promoting the prepared food sector's growth and maturity [6] - Companies that prioritize standardization and transparency are likely to gain market respect and consumer loyalty [6]

Core Viewpoint - The ongoing debate between Luo Yonghao and Xibei highlights the urgent need for standardization, transparency, and quality improvement in the prepared food industry, which is crucial for its healthy development [1][2][3][4][5][6] Group 1: Industry Context - The prepared food market in China is projected to exceed 600 billion yuan by 2025 and may reach a trillion yuan by 2026 [2] - The penetration rate of prepared food in chain restaurants has reached 80%, with 42% of takeout orders consisting of prepared dishes [2] Group 2: Standardization - Standardization is essential for establishing a common language and rules within the prepared food sector, as the lack of standards leads to confusion among consumers and businesses [3] - A draft for the national food safety standards for prepared food is set to be publicly reviewed, which could unify the definition and standards for prepared food [3] Group 3: Transparency - Transparency is vital for restoring consumer trust, as the lack of clear information about prepared food has led to consumer dissatisfaction [4] - Companies that openly disclose their food preparation processes, like Laoxiangji, have received positive feedback, indicating that transparency can enhance consumer confidence [4] Group 4: Quality - Quality is the core of the prepared food industry's survival, as consumer anxiety over quality issues has been a significant concern [5] - The industry must shift from being perceived as merely convenient to being recognized for safety, health, and quality, making quality a competitive advantage [5] Group 5: Future Implications - The Xibei incident should serve as a catalyst for self-reform within the restaurant industry, promoting the prepared food sector's evolution [6] - Legal standards should be established to ensure consumer rights, while companies that prioritize honesty and transparency will gain market respect [6]