Economic Growth Data - In August 2025, China's industrial added value and service production index grew by 5.2% and 5.6% year-on-year, respectively, showing a month-on-month slowdown of 0.5 and 0.2 percentage points[2] - The retail sales of consumer goods increased by 3.4% year-on-year, while fixed asset investment grew by only 0.5%, reflecting a month-on-month decline of 0.3 and 1.1 percentage points, respectively[2] Sector Performance - High-tech manufacturing added value rose by 9.3%, maintaining the previous month's level and significantly outpacing the overall industrial added value growth[2] - The production index for information transmission, software, and IT services, as well as finance and leasing services, grew by 12.1%, 9.2%, and 7.4% year-on-year, respectively, indicating strong service sector performance[2] Consumer Trends - Restaurant income increased by 2.1% year-on-year, while retail sales of goods grew by 3.6%, with the former showing a month-on-month increase of 1 percentage point and the latter a decrease of 0.4 percentage points[2] - The "old-for-new" policy continues to show effects, although the growth rates for related retail categories like home appliances and furniture have begun to slow down[2] Investment Insights - From January to August, infrastructure investment grew by 2.0%, manufacturing investment by 5.1%, and real estate development investment decreased by 12.9%, with all showing a decline compared to the previous month[2] - Private investment fell by 0.8 percentage points to -2.3%, with real estate development private investment dropping by 16.7%, significantly impacting overall private investment growth[2] Future Outlook - Economic growth momentum in August 2025 has slowed, but new policy measures are expected to stabilize growth, including the potential introduction of new financial tools and early allocation of local government debt limits for 2026[2] - Risks include the possibility of ineffective growth stabilization policies, unexpected overseas economic downturns, and escalating geopolitical conflicts[10]

Core Viewpoint - The introduction of pre-prepared meals (pre-made dishes) is changing the cost structure of the restaurant industry, impacting tax implications and operational models [20][35][41]. Tax Structure - Pre-prepared meals are subject to a 6% VAT if there is any processing involved, such as heating or plating, which qualifies as a service [3][10][17]. - Direct sales of packaged products without processing are taxed at 13%, indicating a distinction between goods and services in tax classification [5][11][36]. Cost Structure Changes - Traditionally, the restaurant industry relied heavily on labor costs, which do not generate input tax credits, leading to a lower tax burden [21][24]. - The shift towards pre-prepared meals reduces labor costs significantly, as many complex tasks are outsourced or automated, changing the primary cost from labor to raw materials [26][30]. Operational Model Transformation - The restaurant model is evolving into a more factory-like operation, where central kitchens act as production lines, and restaurants serve primarily as sales points [29][39]. - This transformation allows for internal transactions that can shift tax burdens, complicating the tax landscape for the industry [34][40]. Future Implications - As the industry continues to adapt to the pre-prepared meal model, the proportion of service-related activities may decrease, potentially leading to future tax adjustments [38][42]. - The current tax structure may need to evolve to reflect the changing nature of the restaurant business, which is becoming less about service and more about food production [41][43].

Core Insights - The article discusses the challenges and strategies of Xibei, a prominent player in the Chinese restaurant industry, highlighting its pricing strategy and market positioning [1][2][3] Group 1: Company Strategy - Xibei aims to cater to ordinary consumers by opening locations in high-traffic areas, despite its high price point, which may deter some customers [1] - The company has successfully positioned itself as a premium brand, focusing on providing not just meals but also a unique dining experience, particularly through its children's menu [2] - Xibei has invested significantly in branding and positioning strategies, hiring multiple consulting firms to enhance its market presence and brand recognition [3] Group 2: Pricing and Market Position - The pricing strategy of Xibei is crucial for its market positioning, as higher prices are intended to attract a specific customer base and enhance perceived value [2] - The company faces challenges in balancing high prices with consumer expectations, especially as it attempts to standardize processes and reduce costs [3] - Xibei's focus on unique offerings, such as traditional dishes and cultural elements, aims to justify its premium pricing and differentiate it from competitors [2][3]

回溯事件进程，此前于9月14日，罗永浩已经表态，宣布西贝预制菜事件告一段落，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。 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。" 上证报中国证券网讯（记者 冯心怡）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。" 但贾国龙的发言另有后半段，其中直接称罗永浩是 "网络黑嘴""网络黑社会"。 ...

IT之家 9 月 15 日消息，罗永浩与餐饮公司西贝的"预制菜"争论还在升级，9 月 14 日晚间，西贝创始人贾国龙在 微信群的一段发言被流传开来。贾国龙表示："我应对方式有错，改"。 贾国龙表示，西贝从今以后打明牌做一个透明的西贝，彻彻底底向胖东来学习。贾国龙还对罗永浩进行了一番评 价。 今日凌晨，罗永浩在微博发文回应，邀请贾国龙进行直播对话： 贾总，你说我是网络黑社会，我认为你是诬蔑诽谤。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 据IT之家此前报道，西贝 9 月 12 日发布《西贝全体伙伴致顾客的一封信》称，西贝决定向全社会开放后厨参 观，顾客可在门店就餐的同时向门店伙伴提出参观后厨的要求，在穿戴相关食安防护服装符合食品安全要求的前 提下参观后厨。 然而据中新经纬昨日报道，为了保证后厨的正常运行，9 月 14 日中午西贝已发布通知，全国门店暂停后厨参 观。目前，顾客、媒体记者暂时无法进入门店后厨参观、拍摄和直播。此外， ...

另外，对于网友晒出的"西贝已知的原材料供应商及保质期情况汇总"，罗永浩称，"如果有我的朋友认识这些企业，请跟我联系，多谢。" 9月15日0:20，罗永浩转发此前网络流传的贾国龙群中道歉截图，并喊话贾国龙："贾总，你说我是网络黑社会，我认为你是诬蔑诽谤。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。" 【导读】罗永浩凌晨喊话贾国龙，希望通过网络平台直播对话 "罗永浩怒了"之后，西贝预制菜纷争再次升级！ 9月14日晚间到9月15日凌晨，罗永浩继续在微博上"炮轰"西贝。 例如，有媒体援引西贝门店负责人称，"羊肉每年一次集采冷冻发往全国，我们不可能天天杀羊。"对此，罗永浩表示，"每年集采一 次……这是跟新鲜食材有仇吗？" | FEA ELIAN PIP. JEWIRD | | --- | | 改。 | | 做饭的围着吃饭的转, | | 你说昨好就昨办。 | | 顾客虐我千百遍,我 | | 待顾客如初恋。 | | 西贝从今以后打明牌, | ...

【导读】罗永浩凌晨喊话贾国龙，希望通过网络平台直播对话 中国基金报综合罗永浩微博、此前报道 "罗永浩怒了"之后，西贝预制菜纷争再次升级！ 9月14日晚间到9月15日凌晨，罗永浩继续在微博上"炮轰"西贝。 例如，有媒体援引西贝门店负责人称，"羊肉每年一次集采冷冻发往全国，我们不可能天天杀羊。"对此，罗永浩表示，"每年集采一次……这是跟新鲜食 材有仇吗？" 另外，对于网友晒出的"西贝已知的原材料供应商及保质期情况汇总"，罗永浩称，"如果有我的朋友认识这些企业，请跟我联系，多谢。" 9月15日0:20，罗永浩转发此前网络流传的贾国龙群中道歉截图，并喊话贾国龙："贾总，你说我是网络黑社会，我认为你是诬蔑诽谤。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。" | 改。 | | | | --- | --- | --- | | 做饭的围着吃饭的转, | | | | 你说昨好就昨办。 | | | | 顾客虐我千百遍,我 | | | | 待顾客如 ...

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei over the quality and sourcing of pre-prepared dishes has escalated, highlighting consumer rights and industry standards in the pre-prepared food sector [2][11][18]. Group 1: Dispute Details - Luo Yonghao has publicly criticized Xibei's sourcing practices, questioning the freshness of their ingredients and the rationale behind annual procurement [2][4]. - Luo has suggested a live-streamed dialogue with Xibei's founder, Jia Guolong, to clarify the situation and promote transparency in the pre-prepared food industry [6][8]. - Jia Guolong has previously labeled Luo as a "network black mouth," which Luo claims is defamatory and has indicated potential legal action for defamation [8][11]. Group 2: Industry Context - The controversy has drawn attention from major media outlets, emphasizing the importance of consumer rights and the need for clarity in the pre-prepared food market [11][18]. - The definition of pre-prepared dishes has been clarified, indicating that they are made from processed agricultural products and must meet specific storage and preparation standards [16]. - The public discourse surrounding pre-prepared dishes raises critical questions about industry standards, consumer knowledge, and the balance between convenience and food quality [18].

9月13日深夜，罗永浩发文称西贝风波告一段落，期待预制菜国家法规出台。 "预制菜，还贵"？回看与西贝的这场舆论战中，罗永浩少有地成了被支持一方。 老罗点了一把火，不仅把预制菜再次送上"油锅"，也让老贾陷入自证清白的循环。 罗永浩被支持，有他的叙事"正确"。能够直击大家的不甘心，花着现炒价格吃"隔夜"加热的菜，且毫不 知情，被欺骗的感觉油然而生，对预制菜的看法也越变越负面。 罗永浩与西贝这场对战，表面看是两个人的争论，实则暴露了大众对于预制菜天然的不信任与信息不透 明的焦虑，还有品牌叙事与消费者认知之间的隔断。 预制菜与食安、品控、定价之间不存在绝对因果关联，但在大众认知中，预制和非预制却"遭遇"大不 同。被消费者嫌弃和抵制的情况层出不穷，预制菜常被标签化、污名化并不稀奇。 真正的预制菜标准非常专业细碎，无论是老罗要求明示的预制菜，还是营销号在短视频里骂的预制菜， 和餐饮行业推动中央厨房产业链落地、划分定义的预制菜，其实是风马牛不相及的两个物种，也是各说 各话的两种逻辑。 在激烈的市场竞争中，餐企是否选用预制菜，以及选用程度自然由市场决定。 这个综合决策要考虑人力、时效、食材、店铺装修水电场地等客观因素，也要考 ...

新浪科技讯 9月15日凌晨消息，罗永浩针对西贝创始人贾国龙在行业群里发言并提及自身一事发文 称："贾总，你说我是网络黑社会，我认为你是诬蔑诽谤。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@西贝贾国龙。" 责任编辑：丁文武 ...