罗永浩与西贝的争论持续发酵，将预制菜推向了聚光灯下。 目前，资本市场上有哪些预制菜概念股？第一财经根据Wind梳理发现，目前预制菜板块共有A股公司31 家，涉及金龙鱼（300999.SZ）、双汇发展（000895.SZ）、三全食品（002216.SZ）等，绝大多数为主 板公司（29家），另有创业板公司2家，为金龙鱼、国联水产（300094.SZ）。 预制菜概念股中，不乏百亿市值甚至千亿市值的公司。根据Wind数据"总市值1"指标，截至9月12日收 盘，金龙鱼总市值达到1797.26亿元，是预制菜板块中唯一一家市值千亿的上市公司。排在第二、三位 的是双汇发展、新希望（000876.SZ），最新总市值分别为890.76亿元和466.47亿元。 此外，安井食品（603345.SH）、步步高（002251.SZ）、涪陵榨菜（002507.SZ）的最新总市值也均超 百亿元。另有10只预制菜概念股总市值在50亿元至100亿元之间，涉及广州酒家（603043.SH）、三全 食品（002216.SZ）、绝味食品（603517.SH）等。总市值排名靠后的则是春雪食品（605567.SH）、大 湖股份（600257.SH）、惠发 ...

Core Viewpoint - The ongoing debate between Xi Bei and Luo Yonghao highlights the complexities and misunderstandings surrounding the concept of "pre-prepared dishes" in the Chinese food industry, with implications for consumer rights and industry transparency [3][10][17] Definition of Pre-prepared Dishes - The National Market Supervision Administration, along with five other departments, officially defined "pre-prepared dishes" on March 18, 2024, as dishes made from one or more food products that undergo industrial pre-processing and are packaged for sale, requiring heating or cooking before consumption [3][4] Central Kitchen Clarification - The dishes produced in central kitchens by chain restaurants do not fall under the category of pre-prepared dishes, as they must comply with food safety laws and standards [4][5] Legal Context - Xi Bei's legal action against Luo Yonghao may have a basis in the definitions provided by regulatory authorities, suggesting a potential for Xi Bei to win the case [6] Public Perception and Criticism - Xi Bei's management appears to misunderstand the source of public criticism, which is not solely directed at Luo Yonghao but rather at the broader issues of transparency and consumer rights in the pre-prepared food sector [7][9] Media Exposure and Backlash - A media visit to Xi Bei's kitchen revealed concerning practices, including the use of genetically modified soybean oil, frozen meats, and the admission of using overnight dishes, which led to significant public backlash [14][15] Consumer Rights Advocacy - Luo Yonghao's stance emphasizes the importance of consumer awareness regarding the nature of pre-prepared dishes, advocating for transparency in the food industry [10][12][17]

近日，网红罗永浩和西贝创始人贾国龙关于预制菜争议持续升级。罗永浩指责餐饮品牌西贝几乎全都是预制菜且贵，希望国家尽早推动立法，强制饭馆注 明是否用了预制菜，保障消费者知情权。而西贝创始人贾国龙则回应称西贝没有一道菜是预制菜。机构预计 2025年预制菜市场规模能达到6173亿元。 // 预制场争论持续升级 // 随着争议升级，各大媒体持续跟进报道，在此不再详细累述，提炼一下事件进展要点： // 行业规模持续增长 // 华源证券研报认为，城市生活节奏加快，消费者对产品方便快捷的需求增加，居民消费能力或将进一步提升。快节奏的工作模式下，快餐、外卖以及便利 店即食食品等便捷类食品成为了多数人的选择，预制凉菜因其口味独特、绿色健康和存储方便的特点，成为便捷类食品重要的组成部分。根据艾媒咨询、 盖世食品公告， 2025年预制菜市场规模预计能达到6173亿元，同比增长27.3%。 // 预制菜价格便宜 // 从京东商城搜预制菜出现的界面来看，目前电商平台上预制菜普遍价格不贵， 多数一份预制菜处于几元至几十元之间，分量足，涉及的菜系全。 如京 菜、川菜、鲁菜、淮扬菜、江浙菜、粤菜、东北菜等各大菜系一应俱全。 当然也有年夜饭那种 ...

Core Viewpoint - The article discusses the growing consumer interest in "pre-prepared dishes" and emphasizes the need for transparency and quality in the food industry, highlighting that pre-prepared dishes can enhance operational efficiency in restaurants while addressing consumer demands for quality and safety [1][6]. Summary by Sections Definition of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products, processed industrially without preservatives, and packaged for storage, transport, and sale, requiring heating or cooking before consumption [3]. - The concept of pre-prepared dishes has historical roots in the food industry, with methods like marinating and curing being traditional practices [3]. Safety and Nutrition Concerns - Fresh ingredients retain more nutrients, but pre-prepared dishes can meet nutritional needs if produced and handled according to safety standards [4]. - The use of pre-prepared dishes is common among large chain restaurants due to safety regulations and cost efficiency, particularly in fast-food settings [6]. Consumer Trust and Transparency Issues - There are concerns regarding food safety in small-scale restaurants, leading to a general distrust of pre-prepared dishes among consumers [6]. - The lack of clear definitions and standards for pre-prepared dishes contributes to consumer uncertainty [6]. - Some businesses misrepresent pre-prepared dishes as freshly cooked, which undermines consumer trust and violates rights [6]. Industry Development and Future Directions - The pre-prepared dish industry is recognized as a vital part of the food sector, necessitating thoughtful development to meet diverse consumer needs [8]. - Various regions are implementing measures to promote high-quality development in the pre-prepared dish industry, such as establishing cold chain logistics and creating quality raw material bases [8]. - Experts suggest that standardization, transparency, and innovation are essential for the future of the pre-prepared dish industry [8]. Regulatory Recommendations - There is a call for the establishment of national standards for the production and handling of pre-prepared dishes to guide industry practices [8]. - A notification system for consumers regarding the use of pre-prepared dishes in restaurants is recommended to enhance consumer awareness [8]. - Legal frameworks should be strengthened to protect consumers from deceptive practices related to pre-prepared dishes [9].

（原标题：全网刷屏！罗永浩和西贝"吵翻了"，新华社发声） 来源：新华社 不怕你预制，怕你不告诉我 9月13日，新华社刊发《记者来信：讨论预制菜时，我们在关心什么？》。 以下为全文： 记者来信：讨论预制菜时，我们在关心什么？ 近期，"预制菜"话题备受消费者关注。各方讨论背后，是消费者对于知情权的关切以及对提高餐饮质量 的诉求。当"锅气"成为评价菜肴好坏的重要标准之一，餐饮从业者们也应该思考，"预制菜"如何更好辅 助行业发展，成为令人安心的美味。 预制菜到底是什么 根据2024年市场监管总局等部门联合发布的《关于加强预制菜食品安全监管 促进产业高质量发展的通 知》，预制菜是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐 剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以调味 料包，符合产品标签标明的贮存、运输及销售条件，加热或熟制后方可食用的预包装菜肴。 天津农学院食品科学与生物工程学院专家表示，预制菜是食品工业化的产物。"预制"这种处理方式本 身，在餐饮行业发展中也有着很长的历史，比如腌制、卤制等，都是对食材进行预加工，以备后续工艺 烹饪或食用的方 ...

预制菜概念股中，不乏百亿市值甚至千亿市值的公司。 | | | | 预制菜板块相关概念股表现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 9月12日 | 9月12日 | 9月12日 | 7月初至今 | 年初至今 | | 证券代码 | 证券简称 | 收盘价 | 涨跌幅 | 总市值1 | 涨跌幅 | 涨跌幅 | | | | (元) | (%) | (亿元) | (%) | (%) | | 300999.SZ | 金龙鱼 | 33.15 | -2.04 | 1,797.26 | 12.26 | 2.02 | | 000876.SZ | 新希望 | 10.36 | -0.77 | 466.47 | 10.67 | 15.60 | | 000895.SZ | 双汇发展 | 25.71 | -0.66 | 890.76 | 8.09 | 4.56 | | 603345.SH | 安井食品 | 74.01 | -1.46 | 237.89 | -7.97 | -6.81 | | 002726.SZ | 龙大美食 | 5.80 | 1.93 | 62.59 ...

来源：新华社 不怕你预制，怕你不告诉我 9月13日，新华社刊发《记者来信：讨论预制菜时，我们在关心什么？》。 以下为全文： 记者来信：讨论预制菜时，我们在关心什么？ 近期，"预制菜"话题备受消费者关注。各方讨论背后，是消费者对于知情权的关切以及对提高餐饮质量的诉求。当"锅气"成为评价菜肴 好坏的重要标准之一，餐饮从业者们也应该思考，"预制菜"如何更好辅助行业发展，成为令人安心的美味。 预制菜到底是什么 根据2024年市场监管总局等部门联合发布的《关于加强预制菜食品安全监管 促进产业高质量发展的通知》，预制菜是以一种或多种食用 农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、 煮、蒸等）制成，配以或不配以调味料包，符合产品标签标明的贮存、运输及销售条件，加热或熟制后方可食用的预包装菜肴。 天津农学院食品科学与生物工程学院专家表示，预制菜是食品工业化的产物。"预制"这种处理方式本身，在餐饮行业发展中也有着很长 的历史，比如腌制、卤制等，都是对食材进行预加工，以备后续工艺烹饪或食用的方法。伴随着现代包装工艺的发展，预制菜成为食品 工业的重要组成部分 ...

Core Viewpoint - The topic of "pre-prepared dishes" has gained significant attention from consumers, highlighting their concerns about the right to know and the demand for improved food quality [1] Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as packaged meals made from one or more food products, processed industrially without preservatives, and require heating or cooking before consumption [2] - The use of pre-prepared dishes can enhance operational efficiency in the restaurant industry, particularly in fast food settings, by allowing restaurants to replicate flavors in a matter of minutes [2] Group 2: Safety and Nutritional Aspects - Fresh ingredients retain more nutrients, but pre-prepared dishes can still meet caloric and nutritional needs if produced, transported, stored, and cooked according to food safety standards [3] Group 3: Industry Practices and Consumer Concerns - Large chain restaurants commonly use pre-prepared dishes due to safety regulations and cost efficiency, which can enhance customer experience by speeding up service [4] - Concerns arise from small-scale restaurants where food safety may be compromised, leading to a negative perception of pre-prepared dishes as low-quality [5] - The lack of clear definitions and standards for pre-prepared dishes contributes to consumer uncertainty, and some businesses misrepresent pre-prepared dishes as freshly cooked, violating consumer rights [5] Group 4: Industry Development and Future Directions - The pre-prepared dish industry is recognized as a vital part of the food industry, and its healthy development is essential to meet diverse consumer demands [6] - Various regions are implementing measures to promote high-quality development in the pre-prepared dish sector, such as establishing cold chain logistics and creating quality raw material bases [6] - Experts suggest that standardization, transparency, and innovation are crucial for the future of the pre-prepared dish industry, including the establishment of national standards and consumer notification systems [7]

根据2024年市场监管总局等部门联合发布的《关于加强预制菜食品安全监管 促进产业高质量发展的通 知》，预制菜是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐 剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以调味 料包，符合产品标签标明的贮存、运输及销售条件，加热或熟制后方可食用的预包装菜肴。 天津农学院食品科学与生物工程学院专家表示，预制菜是食品工业化的产物。"预制"这种处理方式本 身，在餐饮行业发展中也有着很长的历史，比如腌制、卤制等，都是对食材进行预加工，以备后续工艺 烹饪或食用的方法。伴随着现代包装工艺的发展，预制菜成为食品工业的重要组成部分。 相较于完全现场烹饪，预制菜有着显著优势。从事餐饮行业多年的卢星（化名）告诉记者，使用预制菜 能够提高餐饮企业的运行效率，尤其是在快餐等消费场景，预制菜能够很好地满足高性价比的消费需 求。通过将各类较为耗时的工艺前置，使得餐厅能够在几分钟内复现口味。 预制菜安不安全、营养如何？天津市第一中心医院营养科主任谭桂军表示，新鲜食材的营养物质保留更 为完整，也更符合人体所需。但这并不意味着预制菜就要"一棍打 ...

Core Viewpoint - The discussion around "pre-prepared dishes" reflects consumer concerns about their right to know and the demand for improved food quality in the restaurant industry [1][5]. Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as packaged meals made from one or more food products, processed industrially without preservatives, and requiring heating or cooking before consumption [2]. - The use of pre-prepared dishes can enhance operational efficiency in the restaurant industry, particularly in fast-food settings, by allowing restaurants to replicate flavors in minutes [2]. Group 2: Safety and Nutritional Aspects - Fresh ingredients retain more nutrients, but pre-prepared dishes can meet caloric and nutritional needs if produced, transported, stored, and cooked according to food safety standards [3]. Group 3: Industry Practices and Consumer Concerns - Large chain restaurants commonly use pre-prepared dishes due to safety regulations and cost efficiency, which can enhance customer experience by speeding up service [4]. - Concerns arise from small-scale restaurants where food safety may be compromised, leading to a negative perception of pre-prepared dishes as low-quality [5]. - The lack of clear definitions and standards for pre-prepared dishes contributes to consumer uncertainty and mistrust [5]. Group 4: Regulatory and Developmental Initiatives - The industry is encouraged to promote transparency regarding the use of pre-prepared dishes to protect consumer rights [5][8]. - Various regions are implementing measures to support the high-quality development of the pre-prepared dish industry, including building cold chain logistics and developing quality raw material bases [7]. Group 5: Future Directions for the Industry - Experts suggest that standardization, transparency, and innovation are essential for the future of the pre-prepared dish industry [8]. - There is a call for the establishment of national standards for the production and handling of pre-prepared dishes, as well as a system to inform consumers about their use in restaurants [8].