对此，8月1日，连云港市赣榆区市场监督管理局发布情况通报。通报称，针对网民反映的"冷凝水泡发 粉丝"一事，赣榆区市场监督管理局7月30日下午即对涉事餐饮店开展调查。经核实，涉事商家"吉东家 焖锅米饭"系无堂食外卖餐饮店，持有营业执照和小餐饮备案证。 通报表示，经查，视频反映情形基本属实：涉事餐饮店用自来水浸泡食材后，曾有将冷凝水管放进泡发 食材的桶内情况存在（现场已被餐饮店改造过）。目前，该局已对该餐饮店下达责令改正通知书，对店 内食材进行封存并抽样检验，督促外卖平台下架商品，餐饮店已停业整顿。案件正在进一步办理中，查 处结果将及时向社会公布，接受群众监督。 （文章来源：南方都市报） 近日，江苏连云港市一网友发布视频，反映当地一家餐饮店用空调水泡发粉丝和香菇，引发关注。8月1 日，南都N视频记者从连云港市赣榆区市场监督管理局获悉，视频反映情形基本属实，餐饮店已停业整 顿。 网友发布的视频显示，在连云港市一家餐饮店的外面，空调冷凝水通过一根塑料管排放，下面是三个塑 料桶，里面泡发着香菇、粉丝等食材。 ...

Core Viewpoint - The Jiangsu Province Lianyungang City Ganyu District Market Supervision Administration has initiated an investigation into a restaurant following reports of improper food handling practices, specifically the use of condensate water to soak food ingredients [1] Group 1: Investigation Details - The investigation was prompted by online complaints regarding the restaurant "Jidongjia Braised Rice," which operates as a takeout-only establishment and holds the necessary business licenses [1] - The investigation confirmed that the restaurant had previously used tap water to soak ingredients and had allowed condensate water pipes to be placed in the soaking containers, although the site has since been modified [1] Group 2: Regulatory Actions - The Market Supervision Administration has issued a corrective notice to the restaurant, sealed the food ingredients for testing, and urged the food delivery platform to remove the restaurant's products [1] - The restaurant has been ordered to cease operations for rectification, and further legal actions are underway, with results to be disclosed to the public for transparency [1]

Core Viewpoint - JD's new self-operated takeaway brand, Qixian Xiaochu, aims to innovate the food delivery market by utilizing a "dish partner" model, allowing restaurant partners to focus on dish development while JD handles the overall operations and costs [3][6][34] Group 1: Business Model and Strategy - Qixian Xiaochu is positioned as a quality dining production platform, representing a significant supply chain model innovation in the food delivery market [6] - The "dish partner" model allows partners to participate in dish development, while JD covers rent, labor, and operational costs, ensuring partners do not incur losses [3][10][14] - Each dish partner is guaranteed a minimum profit share of 1 million yuan, with additional sales commissions that have no upper limit [14] - Qixian Xiaochu aims to provide meals priced between 10-20 yuan, targeting a market segment that is not focused on higher-priced dining options [15] Group 2: Market Positioning and Consumer Focus - The initiative seeks to address issues in the food delivery industry, such as the prevalence of "ghost kitchens" that offer low-quality food, by providing affordable, high-quality meals [7][18] - Qixian Xiaochu aims to create a trustworthy and affordable takeaway option for consumers, with a focus on hygiene and quality [17][18] - The model is designed to help quality restaurants increase sales and profitability by leveraging JD's supply chain advantages [19][34] Group 3: Supply Chain and Food Safety - All ingredients used in Qixian Xiaochu are sourced from reputable suppliers, ensuring quality and safety through strict selection processes [21][25] - The operational model eliminates the need for washing and cutting ingredients in-store, enhancing food safety and cleanliness [22] - Qixian Xiaochu implements a comprehensive 40-point inspection and sanitation protocol to ensure food safety [25] Group 4: Competitive Landscape and Future Plans - JD emphasizes that Qixian Xiaochu is not in competition with existing restaurants or other delivery platforms, but rather aims to reclaim market share from low-quality food providers [13][34] - The company is open to collaborating with other platforms to meet consumer demand for quality and affordable meals [33]

Core Viewpoint - JD's new self-operated takeaway brand, Qixian Xiaochu, aims to innovate the food delivery market by introducing a "dish partner" model, allowing restaurant partners to focus on dish development while JD handles the overall organization and operation [2][4][28]. Group 1: Business Model - Qixian Xiaochu is positioned as a quality restaurant production platform, representing a significant supply chain model innovation in the food delivery market [4]. - The "dish partner" model allows partners to participate in dish development, while JD covers rent, labor, and operational costs, ensuring partners do not incur losses [2][8]. - Each dish partner is guaranteed a minimum revenue share of 1 million yuan, with additional sales revenue sharing that has no upper limit [2][11]. Group 2: Market Strategy - Qixian Xiaochu aims to provide affordable meals priced between 10-20 yuan, targeting a market segment that is not focused on higher-priced dining options [2][11]. - The initiative seeks to eliminate "ghost kitchens" and low-quality food delivery services by offering high-quality, affordable meals, thereby improving food safety standards [6][14]. - JD emphasizes that it does not intend to compete with existing restaurants or other delivery platforms, but rather to collaborate with quality food businesses [11][28]. Group 3: Supply Chain and Food Safety - All ingredients used in Qixian Xiaochu are sourced from reputable suppliers, ensuring high standards of food safety and quality [17][20]. - The supply chain model allows for cost reduction through JD's strong logistics capabilities, enabling the offering of quality meals at competitive prices [20][21]. - Qixian Xiaochu implements rigorous food safety inspections, including 40 high-standard checks across various aspects of food safety [20]. Group 4: Consumer Experience - Qixian Xiaochu aims to be a trustworthy and affordable takeaway option, providing both delivery and self-pickup services [13][24]. - The brand focuses on transparency, allowing customers to see the cooking process, which enhances trust in food safety and quality [26][27]. - The goal is to create a dining experience that is both satisfying and safe, addressing consumer concerns about food quality in the takeaway market [14][15].

Group 1 - The State Administration of Foreign Exchange reported that the RMB exchange rate remained stable in the first half of 2025, appreciating by 1.9% against the USD [1] - The People's Bank of China indicated that as of the end of Q2 2025, the balance of real estate loans in RMB was 53.33 trillion yuan, a year-on-year increase of 0.4% [1] - Bloomberg reported that U.S. regulators plan to modify a controversial rule to ease day trading restrictions for retail investors, which is expected to attract more retail participation in the U.S. stock market [1] Group 2 - U.S. Treasury Secretary stated that the next round of U.S.-China tariff negotiations may include discussions on China's purchases of oil from Russia and Iran [2] - The Chinese Foreign Ministry emphasized the importance of dialogue and cooperation to stabilize U.S.-China relations [2] Group 3 - The United Nations reported that over 93,000 people have been displaced due to conflict in Syria's Suweida province, with significant disruptions to healthcare and basic supplies [3] - Shenzhen's authorities are enhancing communication with central ministries to support the capital market and facilitate the listing of companies in the Guangdong-Hong Kong-Macao Greater Bay Area [3] Group 4 - The National Energy Administration is rumored to have issued a notice to regulate coal mine production and ensure stable coal supply, although this has not been officially confirmed [4] - The World Health Organization is developing new guidelines for GLP-1 therapies for adult obesity, expected to be released in September 2025 [4] Group 5 - Hive Energy plans to begin trial production of its first-generation semi-solid battery with a capacity of 140Ah in Q4 2025, aimed at supplying BMW's next-generation models [6] - The company is also set to produce semi-solid batteries with an energy density of 300Wh/kg this year, with plans for a second generation reaching 360Wh/kg [6] Group 6 - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Co., which is a subsidiary of China National Nuclear Corporation [9] - Zhejiang Energy intends to invest 751 million yuan for a 5% stake in China Fusion Energy Co. as part of its strategy in the nuclear fusion energy sector [9] Group 7 - Sichuan Chengyu is part of a consortium that has been selected as the first candidate for the G5 Jingkun Expressway expansion project, with an estimated total investment of approximately 28.55 billion yuan [10] - Gotion High-Tech received a development notice from GAC Group for battery pack assembly, indicating increased market recognition for its SPS battery products [10] Group 8 - GoerTek is in preliminary discussions to acquire 100% equity of Hong Kong Mia and Changhong Limited for approximately 10.4 billion HKD (about 9.5 billion yuan) [11] - Hunan YN plans to establish an investment company in Singapore to invest in a lithium battery cathode material project in Malaysia, with a total investment of about 9.5 billion yuan [11]

Core Viewpoint - JD.com has launched the "Dish Partner" recruitment plan, investing 1 billion yuan to find partners for 1,000 signature dishes, aiming to establish 10,000 "Seven Fresh Kitchens" nationwide within three years [1] Group 1: Business Model and Operations - The "Seven Fresh Kitchen" is positioned as a cooperative quality dining production platform, where JD.com manages overall operations while partners focus on dish development [2] - As of now, nearly 7,000 applicants have registered, including brands like Jiahe Yipin and Ziyuan Baiwei Chicken [2] - The partnership model allows brand merchants or individual chefs to share in the profits from their dishes, while JD.com covers rent, labor, and operational costs [2][4] - The selection of locations for "Seven Fresh Kitchens" will prioritize areas with high ghost kitchen order volumes and consider existing partner store layouts to enhance business opportunities [2] Group 2: Pricing and Market Strategy - The price range for individual dishes is set between 10 to 30 yuan, with a focus on maintaining low prices through JD.com's supply chain efficiencies [4] - The aim is to improve food safety and quality, steering consumers away from low-quality takeout options [4] - The "Seven Fresh Kitchen" model is differentiated from competitors like Meituan by emphasizing fresh cooking and transparent kitchen practices to build consumer trust [5] Group 3: Competitive Landscape and Challenges - JD.com's strategy involves integrating supply chains, establishing technological barriers, and creating an ecological loop to compete with Meituan [5] - The sustainability of this model is under scrutiny, particularly regarding user habit formation, cost control, and balancing with the delivery ecosystem [5]

Core Viewpoint - The launch of "Qixian Xiaochu" by JD marks a new business model in the food delivery sector, focusing on partnering with chefs and restaurants to create a unique offering that differs from traditional platforms like Meituan [1][2]. Group 1: Business Model - "Qixian Xiaochu" operates as a collaborative platform where partners provide recipes and participate in development, while JD handles cooking, quality control, and sales [1][2]. - The model emphasizes a revenue-sharing mechanism where partners receive a guaranteed minimum of 1 million yuan for each dish, with no upper limit on sales revenue [4]. Group 2: Supply Chain and Operations - The supply chain is built on partnerships with reputable brands, utilizing JD's existing supply chain advantages, including major suppliers like COFCO, China Salt, and Yihai Kerry [1][5]. - JD plans to invest over 10 billion yuan to establish more than 10,000 "Qixian Xiaochu" locations nationwide within three years, focusing on areas with high demand for food delivery [5]. Group 3: Market Strategy - The first location is strategically placed in Beijing's Dongcheng District, chosen for its high volume of "ghost delivery" orders, and aims to avoid competing with existing partner restaurants [5]. - The company is open to collaborating with other platforms, indicating a flexible approach to market presence and consumer demand [6].

Core Viewpoint - JD.com has launched its first self-operated takeaway store named "Qixian Xiaochu" in Beijing, aiming to establish a unique business model distinct from Meituan's delivery service [1][6]. Group 1: Store Launch and Operations - "Qixian Xiaochu" officially opened on July 20, 2023, offering a variety of dishes including wontons, pork leg rice, Korean mixed rice, and pasta, with a pricing range of 10 to 30 yuan [1][6]. - The store operates on a "takeaway + self-pickup" model, with no dine-in options available, featuring a transparent kitchen and designated areas for delivery personnel [1][6]. - As of the report, the store has sold 800 orders and is not listed on Meituan or Ele.me, indicating a focus on JD's own delivery platform [6]. Group 2: Partnership and Expansion Plans - JD.com has initiated a "Dish Partner" recruitment program, aiming to find partners for 1,000 signature dishes with a total cash incentive of 1 billion yuan [8]. - Each dish provided by partners will guarantee a minimum reward of 1 million yuan, with unlimited sales sharing potential, open to brand restaurants and individual chefs [9]. - The company plans to establish 10,000 "Qixian Xiaochu" locations nationwide within three years [10].

Core Points - The rise of "no-dine-in takeout" restaurants presents cost-saving and operational advantages, but raises concerns about food safety and hygiene due to their hidden nature and lack of regulation [1] - Local governments are exploring solutions, such as Chongqing's establishment of service standards for no-dine-in takeout and Zhejiang's implementation of a group management model for these businesses [1][2] - The collaborative model between government and market stakeholders aims to enhance food safety, improve consumer confidence, and address public concerns effectively [2] Summary by Sections - **Industry Overview** - No-dine-in takeout restaurants operate with a single kitchen and often lack visibility, leading to consumer concerns about hygiene and food safety [1] - **Government Initiatives** - Chongqing has introduced a group standard for no-dine-in takeout services to ensure safety and hygiene [1] - Zhejiang is promoting a group management model to consolidate scattered no-dine-in takeout businesses into regulated zones, with 161 such zones identified for standardization by year-end [1][2] - **Market Collaboration** - The model encourages cooperation between government, professional operators, and merchants, fostering a shared responsibility for food safety and compliance [2] - This approach aims to activate consumer confidence and address food safety issues through innovative governance [2]

Core Viewpoint - The safety risks associated with plastic food containers, particularly in the context of takeout meals, have gained public attention following a viral incident involving a man who became ill from frequent takeout consumption. The implementation of new food safety standards in China aims to address these concerns [1][2]. Group 1: Regulatory Standards - China will implement the "National Food Safety Standard for Plastic Materials and Products for Food Contact" (GB4806.7-2023) starting September 6, 2024, which mandates that plastic containers must not release harmful substances under expected usage conditions [1]. - The new standard requires that the migration of chemical substances must comply with safety limits and that products must clearly indicate the maximum usage temperature [1]. Group 2: Consumer Awareness and Safety - Experts caution that even containers labeled as "microwave safe," such as polypropylene (number 5), may still release microplastics under high-temperature conditions, despite meeting safety standards for harmful chemical migration [2]. - Consumers are advised to be vigilant about plastic material identification, timely food transfer, and cautious heating practices to mitigate health risks associated with food packaging [2]. Group 3: Market Trends and Challenges - New high-temperature resistant packaging alternatives are gradually entering the market, but their higher production costs slow down their adoption [2]. - The food service industry faces the challenge of balancing environmental sustainability and health safety with cost pressures, which requires collaboration between the industry and consumers [2].