随着西贝餐饮和罗永浩争论落下帷幕，这场关于预制菜的争论暂告一段落。 这场关于"行业标准"与"消费者情绪"碰撞的背后，或许也意味着一场全民预制菜概念普及的开始。 而其中，由"冷冻西兰花是否健康"而引申出的关于速冻蔬菜，乃至速冻食品是否安全的问题，都成为了讨论的焦点。 虽然，众多权威营养师已经一再科普了冷冻食品的安全性——冷冻后的西兰花还能留下绝大部分的营养；没有农残的冷冻有机西兰花成本更高，因而售价比 市场中绝大多数西兰花价格更高；在目前较为成熟的速冻食品技术处理基础上，冷冻食品有着更好的安全性…… 但想要实现全社会普遍认可，这背后仍然有着不小的鸿沟需要逾越。这个过程，不仅仅是解除萦绕在冷冻食品头顶上的种种误解，更是餐饮供应链体系升级 过程中，所必然要进行的全民知识普及。 冷冻后的西兰花还有营养吗？ 作为一项自20世纪30年代便已经投入使用的技术，果蔬速冻最初是从美国发展起来的。 新鲜蔬菜被采摘后，体内仍然继续进行着呼吸和代谢，营养成分也在不停地变化中，特别是维生素C含量会随着时间的推移出现降解损失。 以果蔬中维生素C含量变化为例，该营养成分对储藏条件和时间非常敏感。研究发现，在常规冷藏室（4 °C）放了7天的 ...

Group 1 - The core viewpoint of the article highlights that Anjuke Foods is making steady progress in its overseas business, particularly through a recent partnership with Wellcome, a leading supermarket chain in Hong Kong [1] - Anjuke Foods has successfully launched nine products from its mid-to-high-end frozen hot pot ingredient series, "Lock Fresh Packaging," in over 200 Wellcome stores in Hong Kong for trial sales [1] - The company is actively exploring and negotiating sales channels targeting B-end restaurants, hotels, and frozen food stores in the Hong Kong and Macau regions [1]

超市货架上的速冻蔬菜已成为最常见的品类之一，其安全性也备受关注。近日，保质期长达两年的冷冻 西蓝花，引发消费端对速冻蔬菜的信任危机。目前看来，市面上的速冻蔬菜售价相差多达一倍，而这也 与原材料的品质和冷冻技术存在关联。而对于速冻蔬菜所引发的安全性与营养价值争议，业内人士则认 为，专业速冻果蔬产品与新鲜蔬菜的营养价值差别不大。有观点指出，无论预制菜还是速冻蔬菜，本身 只是一种食品加工形态，健康与否的关键不在"预制"这个环节，而在于标准、透明和科学管控，商家为 消费者提供安全健康的产品才是关键。 鲜菜更贵？ 速冻豌豆、速冻西蓝花、速冻玉米粒……速冻蔬菜早已成为商超冷柜中的常规品类，消费者对于速冻蔬 菜的存在也习以为常。但近日速冻西蓝花的保质期及其安全性等问题引发争议，成为行业关注焦点。究 竟速冻蔬菜与新鲜蔬菜在口感、营养价值上有何区别？其成本构成与主要适用场景又是什么？ 北京商报记者通过走访以及对比电商平台上的速冻蔬菜发现，相似重量的速冻蔬菜售价却相差较大。以 常见的速冻玉米粒为例，245克装的蔡长青速冻甜玉米售价5.69元，400克装的象大厨速冻清甜玉米粒售 价为7.99元，400克装的盒马有机速冻甜玉米粒售价 ...

超市货架上的速冻蔬菜已成为最常见的品类之一，但如今其安全性备受关注。近日，保质期长达两年的 冷冻西蓝花，引发了消费端对速冻蔬菜的信任危机，目前看来，市面上的速冻蔬菜售价相差能有一倍， 而这也与原材料的品质和冷冻技术存在关联。速冻蔬菜所产生的争议与其安全性和营养价值存在关联， 业内人士也在发声，称专业速冻果蔬产品与新鲜蔬菜的营养价值差别不大。观点指出，无论是预制菜还 是速冻蔬菜，本身只是一种食品加工形态，健康与否的关键不在"预制"这个环节，而在于标准、透明和 科学管控，商家为消费者提供安全健康的产品才是关键。 新鲜蔬菜更贵吗？ 速冻豌豆、速冻西蓝花、速冻玉米粒等等，速冻蔬菜早已成为商超冷柜中的常规品类，消费者对于速冻 蔬菜的存在已经习以为常。但近日速冻西蓝花的保质期及其安全性等问题引发争议，成为行业关注焦 点。究竟速冻蔬菜与新鲜蔬菜在口感、营养价值上有何区别？其成本构成与主要适用场景又是什么？ 北京商报记者通过走访以及对比电商平台上的速冻蔬菜发现，相似重量的速冻蔬菜售价却相差较大。以 常见的速冻玉米粒为例，蔡长青速冻甜玉米售价5.69元，规格为245g，规格为400g的象大厨速冻清甜玉 米粒售价为7.99元，同 ...

超市货架上的速冻蔬菜已成为最常见的品类之一，但如今其安全性备受关注。近日，保质期长达两年的冷冻西蓝花，引发了消费端对速冻蔬菜的信任危 机，目前看来，市面上的速冻蔬菜售价相差能有一倍，而这也与原材料的品质和冷冻技术存在关联。速冻蔬菜所产生的争议与其安全性和营养价值存在关 联，业内人士也在发声，称专业速冻果蔬产品与新鲜蔬菜的营养价值差别不大。观点指出，无论是预制菜还是速冻蔬菜，本身只是一种食品加工形态，健 康与否的关键不在"预制"这个环节，而在于标准、透明和科学管控，商家为消费者提供安全健康的产品才是关键。 新鲜蔬菜更贵吗？ 一位山东的速冻蔬菜厂家告诉北京商报记者，原材料品种差异直接决定基础成本，西蓝花、荠菜等特色蔬菜的种植成本是普通胡萝卜、青豆的2倍左右。 冷冻技术的选择也成为了第二重价格鸿沟。传统风冷速冻机耗费时间久、水分流失率高，而液氮速冻技术虽每吨消耗成本高，但耗费时间短，水分流失率 低，解冻后品质接近新鲜蔬菜。这种技术差异在终端市场形成明显溢价。同样，从工厂到货架的冷链环节，也存在一定成本差异。 谁在买速冻蔬菜？ 在商超的冷冻柜与餐饮后厨的冷藏库之间，速冻蔬菜出现频次越来越高。根据中研普华产业研究院的《 ...

Core Viewpoint - The company will continue to focus on its core business of fruits and vegetables despite the change in its actual controller, who has a background in pharmaceuticals [3][4]. Group 1: Event Overview - The company participated in the "2025 Guangdong Listed Companies Investor Online Reception Day" and held a half-year performance briefing on September 19, 2025 [1]. - The event was conducted through the "Panorama Roadshow" website, allowing for interactive communication with investors [1]. Group 2: Key Questions and Responses - The company confirmed that it will maintain its focus on the fruits and vegetables business, emphasizing its experience and market share in this sector [3]. - There are currently no plans for collaboration with Teng Rui Pharmaceutical, and any future cooperation will be disclosed in accordance with legal requirements [3][4]. - The company is open to strategic development opportunities, including potential mergers or asset injections, but will adhere to strict evaluation and disclosure processes [4][5]. - The establishment of Shanghai Juhui Ze Pharmaceutical Technology Co., Ltd. is seen as an initial attempt to optimize business layout and enhance competitiveness, not a shift to a pharmaceutical focus [4]. - The company has prepared marketing strategies for the upcoming Mid-Autumn Festival and National Day, including the promotion of its "Fengshou Ge" brand products [4]. - Future growth will be driven by maintaining focus on core business, innovation, and improving operational quality and profitability [5]. - The company has outlined a three-year shareholder return plan (2025-2027) to ensure cash dividends and protect minority investors' rights [5].

Group 1: Beer Sector - The beer sector shows ongoing industry differentiation, with a recommendation for Yanjing Beer and Zhujiang Beer due to their relatively strong fundamentals and performance potential [1][2] - Yanjing Beer benefits from steady reforms and improved operational efficiency, leading to a more pronounced profit alpha [2] - China Resources Beer is highlighted as a national leader with a favorable operating cycle, expected to continue outperforming the industry despite external pressures [2] Group 2: Seasoning and Food Supply - The seasoning and food supply sector is under pressure due to weakened downstream restaurant demand, with some companies performing better due to new products and channel expansions [4] - Cost reductions in key raw materials like soybeans and sugar have positively impacted profit margins for companies like Haitian and Angel Yeast [4] - The industry is expected to see growth if restaurant demand recovers, allowing leading companies to capture more market share [4] Group 3: Snack Foods - The snack food sector is experiencing increased internal differentiation, with companies that create hit products and leverage quality channels showing strong revenue performance [1][5] - Companies like Yanjing and Youyi Foods are capitalizing on structural category benefits and new channel opportunities, particularly in membership-based and bulk sales channels [5] - The sector is advised to focus on new product development and market share growth, with recommendations for companies like Angel Yeast and Baba Foods [4][5]

Core Viewpoint - Anjiu Foods is focusing on expanding its frozen baking business as a new growth point, following the acquisition of Jiangsu Dingweitai Food Co., Ltd. and the establishment of a dedicated baking division [1][5][7]. Group 1: Business Performance - Anjiu Foods has experienced a slowdown in growth, with revenue growth of 7.7% in 2024, marking the end of eight consecutive years of double-digit growth [4]. - In the first half of 2025, the company reported revenue of 7.604 billion yuan, a slight increase of 0.8% year-on-year, while net profit decreased by 15.79% to 676 million yuan [4][9]. - The company's frozen dish products have seen a decline in growth rates, with expected growth rates of 29.84% and 10.76% for 2023 and 2024, respectively [3][4]. Group 2: Market Expansion and Strategy - The frozen baking market in China is projected to grow at a compound annual growth rate of over 25%, with an expected market size of 23 billion yuan by 2025 [6]. - Anjiu Foods has completed the acquisition of 70% of Dingweitai and 100% of Dingyifeng Food, enhancing its product offerings in high-end frozen products and filling channel gaps [5][6]. - The company aims to leverage its established supply chain, brand influence, and channel advantages to compete effectively in the increasingly competitive frozen baking sector [1][7]. Group 3: Internationalization Efforts - Anjiu Foods has been pursuing international expansion, having entered the European market through the acquisition of Kung Fu Foods in 2021 and establishing an import-export department in 2023 [9][10]. - The company is focusing on the Japanese and Southeast Asian markets, where it has signed contracts with local distributors to enhance brand recognition and market share [9][10]. - From 2021 to 2025, Anjiu Foods' overseas revenue has shown a gradual increase, reaching 72 million yuan in the first half of 2025, although it still represents less than 1% of total revenue [9].

（原标题：四问速冻西兰花：为何冻？如何冻？营养价值几何？谁在吃？） 近日，围绕预制菜的争论中，食材是否新鲜成为舆论讨论的焦点之一，其中最受关注的莫过于西兰花。 此前，罗永浩曾发文质疑"西贝如何仅用冷冻技术（不添加防腐剂）将有机西兰花保质期做到24个月"。 西贝门店随后回应冷冻西兰花的"供应商使用冷冻锁鲜技术保存，并非常规冷冻"。 作为一种常见蔬菜，西兰花为何需要被冷冻处理？冷冻西兰花的技术与常规冷冻有何不同？为解答这些 疑问，经济观察报记者围绕冷冻西兰花和新鲜西兰花的配送链路进行了走访调查。 鲜菜为何要冻 在一家以北京门店为主的大型超市，记者看到，其售卖的西兰花产地写明来自"河北张家口"。 西兰花作为一种常见蔬菜，当前除海南、西藏，我国其他各地区均已实现全覆盖种植。2000年至今，我 国先后还有5个地区被评为"西兰花之乡"，分别是浙江临海、河北沽源、江苏响水、湖北仙桃、湖南祁 东。河北沽源就隶属于张家口市。 上述超市的工作人员告诉记者，他们采购的西兰花从采摘地运输到北京大库，仅需2个多小时。其中， 需要切配包装的西兰花，会被先运输到北京的原材料工厂加工，之后再送到门店。而直接散称售卖的西 兰花会直接从北京大库 ...

Industry Overview - More than half of the frozen food companies reported a decline in both revenue and net profit in the first half of 2025, with some experiencing increased losses [1] - The industry is facing challenges such as weakened terminal demand and intense price competition, leading to a common strategy of "exchanging price for volume" [1][6] - Despite the overall downturn, some companies achieved counter-cyclical growth, highlighting pockets of resilience within the industry [1] Financial Performance - In the first half of 2025, 12 companies reported growth in both revenue and net profit, with the top five revenue growth companies being Baiyang Co. (38.34%), Muyuan Foods (34.46%), Lihigh Foods (16.2%), Fucheng Co. (15.70%), and Gais Foods (11.39%) [2] - The top five companies with the highest net profit growth were Muyuan Foods (1169.77%), Shengnong Development (791.93%), Chunxue Foods (428.10%), Xiantan Co. (344.55%), and New Hope (162%) [2] - Conversely, 12 companies experienced a decline in both revenue and net profit, with Guolian Aquatic (-18.36%) and Huifa Foods (-17.75%) showing the largest revenue drops, while Guolian Aquatic also reported a significant net profit decline of -3180.50% [3] Segment Performance - The prepared dishes segment performed notably well, with Qianwei Central Kitchen's frozen prepared dishes revenue increasing by 67.31%, driven by significant sales growth [5] - Three Full Foods' refrigerated and short-shelf-life products also showed strong performance, with a revenue increase of 44.49% [5] - The frozen food industry is undergoing adjustments due to channel changes and cost pressures, with traditional supermarket channels seeing a decline in foot traffic [5][6] Market Trends - The industry is under cost pressure, with Three Full Foods reporting a gross margin of 22.7%, down 2.2 percentage points year-on-year due to increased promotional efforts and changes in product mix [6] - The Chinese frozen food industry is projected to reach a scale of approximately 221.2 billion yuan in 2024, making it the second-largest market globally [6] - The global frozen food market is also expanding, expected to reach 417.7 billion USD by 2024, with a compound annual growth rate of 6.0% from 2024 to 2029 [6] - Future industry consolidation is anticipated, with market share increasingly concentrating among leading companies, driven by the rise of restaurant chains and the expansion of new channels [6]