Core Viewpoint - The article discusses the ongoing controversy surrounding Xibei's pre-prepared dishes, highlighting the company's acknowledgment of customer concerns and dissatisfaction with its production processes [1]. Group 1: Company Response - Xibei issued an apology on September 15, recognizing the significant gap between its production methods and customer expectations, and expressed regret for any confusion or concern caused to its customers [1]. - The company noted that it has been closely monitoring the feedback from customers, which includes both support and criticism [1]. Group 2: Consumer Sentiment - The article raises questions about consumer acceptance of pre-prepared dishes in restaurants, inviting readers to participate in a survey to express their views on the matter [1]. - The ongoing debate features prominent figures like Luo Yonghao, who has publicly criticized Xibei's approach, indicating a divided opinion among consumers [1].

Core Viewpoint - The recent controversy surrounding pre-prepared dishes, sparked by comments from entrepreneur Luo Yonghao, has led to increased attention on the pre-prepared food sector, particularly with the upcoming national food safety standards set to clarify the definition and disclosure requirements for pre-prepared dishes [2][4] Industry Summary - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, aiming to establish a unified standard for the industry [2][4] - The introduction of these standards is expected to enhance industry self-regulation and benefit leading brands, allowing them to consolidate their market advantages [3][4] Company Summary - Following the news, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi reaching a 10.10% increase, closing at 5.45 yuan, and projecting that pre-prepared dish revenue will account for 21.67% of its total revenue in 2024 [3] - Other notable stocks included Weizhi Xiang, which saw a 4.93% increase, and Longda Meishi, a supplier to Xibei, which rose by 5.69% after signing a strategic cooperation agreement with Xibei [3]

预制菜要改善信任危机，首先就要做到信息充分披露。餐饮企业要明确标识预制菜产品，不单是原料构 成、储存方式和加工流程等，还要针对其营养成分、健康因素进行特别说明。网络化时代，将一份预制 菜的生产过程全链条公开化，接受政府和消费者监督并不是太难的事。 目前，相关政府部门尚未就此次争议事件发声，但是不回应并不代表不关注。对于代表餐饮业未来发展 重要方向的预制菜产业，如何规范其发展，如何赢得消费者认可，如何引领市场消费理念提升，政府决 策机构肯定也在仔细审视和思考。只是，监管机制应更早激活到位，更早回应社会公众的期待和呼声。 其实，这次争议事件之所以在网络上热度值爆满，也是反映了两个层面的问题，首先是涉及消费者对于 食用预制菜的知情权问题，更深一层是对于什么是预制菜，其生产标准和安全卫生要求等，目前各方理 解仍处于一种含糊不清的状态。预制菜的标准化和制度化建设并未能及时跟上产业发展的脚步。近几 年，有的地方已经将预制菜纳入监管范围，不过，对于预制菜的分类和定性却缺少足够的行业统一标准 和规范，以至于企业层面也是无所适从。 政府部门需加快出台预制菜相关条例及管理办法，明确产业标准，推动行业内尽早形成共识，同时也可 以倒 ...

Market Overview - The market experienced a slight overall decline despite indices challenging upward [3] - The Shanghai Composite Index fell by 0.26%, while the Shenzhen Component and ChiNext Index rose by 0.63% and 1.52%, respectively, both reaching new highs for the year [3] Pre-made Dishes Sector - The pre-made dishes sector saw significant activity, with stocks like Delisi and Longda Meishi hitting the daily limit [5] - The sector initially surged nearly 2% before closing with a gain of 1.23% [5] - A draft national standard for food safety in pre-made dishes has reportedly passed expert review and will soon seek public opinion [5] Ningde Times - Ningde Times opened significantly higher, gaining over 6% at the start, and later surged more than 14% during trading, closing up 9.14% [9] - The company’s guidance for 2026 was raised to 1100 GWh, reflecting a year-on-year increase of 46% [9] - The lithium battery sector saw a rise of 2.5% in the morning, but retreated to a final gain of only 0.22% as Ningde Times' momentum slowed [9] Real Estate Sector - Shoukai Co. experienced a volatile trading session, initially hitting the daily limit before dropping over 3% and then recovering to close at the limit again [12] - The overall real estate sector mirrored this volatility, initially declining over 1.8% before rebounding to close up 0.57% [13] Construction Sector - Shanghai Construction saw a significant rise, with reports of increased resource reserves, although the company did not confirm any new announcements [16] - Other construction companies also experienced upward movement, indicating a broader interest in the sector [16]

Core Viewpoint - The upcoming national standard for prepared dishes in China will clarify the definition and scope of prepared dishes, excluding ready-to-eat and ready-to-assemble products from this category [1][2]. Group 1: Definition and Scope of Prepared Dishes - The national standard will adopt an exclusion method to define prepared dishes, stating that ready-to-eat and ready-to-assemble products do not qualify as prepared dishes [1]. - Prepared dishes are defined as those that undergo industrial pre-processing, such as washing, cutting, and cooking, and are intended to be consumed after heating or cooking [2]. - The current penetration rate of prepared dishes in China is only 10%-15%, with expectations to rise to 15%-20% by 2030, indicating significant market expansion potential [3]. Group 2: Industry Development and Regulation - Measures discussed to promote the development of the prepared dish industry include raising entry barriers for companies and requiring clear labeling of prepared dishes in restaurants [3]. - The China Chain Store & Franchise Association aims to collaborate with government departments to refine industry standards, particularly regarding the labeling of prepared dishes in the food service sector [3].

Group 1: Industry Insights - The incident involving Xibei has highlighted the importance of transparency in food preparation methods, with a shift towards on-site cooking being announced by the company [1] - The market's reaction to the incident indicates a consumer preference for freshly prepared food, as evidenced by a live cooking event attracting over 50,000 viewers [1] - The pre-prepared food sector has seen fluctuations in stock performance, influenced by public sentiment and regulatory developments [11] Group 2: Market Reactions - The A-share market showed mixed results, with the Shanghai Composite Index down by 0.26% while the Shenzhen Component and ChiNext Index rose by 0.63% and 1.52% respectively [7] - A total of 1,916 stocks rose while 3,375 fell, indicating a broader market decline with a median drop of 0.48% [8] - The market's trading volume decreased by 2,435 million yuan compared to the previous day, totaling 22,774 million yuan [7] Group 3: Economic Indicators - The Federal Reserve is expected to announce a rate cut, with market speculation leaning towards a 25 basis point reduction, although some anticipate a more significant cut of 50 basis points [4][5] - Historical data suggests that the S&P 500 index typically shows positive returns within 12-24 months following the Fed's initial rate cuts [6] Group 4: Sector Performance - The internet sector index increased by 2.25%, driven largely by gaming stocks, which are expected to benefit from a favorable market environment [9] - The gaming industry is entering a product innovation cycle, similar to the innovative drug sector, with high potential for revenue growth once products are launched [11] - The electric equipment sector led industry gains, with CATL's stock rising over 9%, contributing significantly to the overall market performance [12] Group 5: Regulatory Developments - Nvidia is under investigation for potential antitrust violations, which may negatively impact its supply chain while benefiting domestic AI and computing sectors [13]

Core Viewpoint - The article argues that prepared dishes (pre-made meals) are beneficial for various stakeholders in the food industry, including consumers, farmers, and restaurants, despite the negative perceptions surrounding them [4][6]. Group 1: Benefits of Prepared Dishes - Prepared dishes create a stable demand for raw materials, providing farmers with reliable sales expectations and mitigating market volatility risks associated with traditional agriculture [7]. - By processing perishable raw agricultural products into semi-finished goods, prepared dish companies significantly reduce losses during transportation and storage, thereby increasing the overall value of agriculture [8]. - The standardization of kitchen processes in restaurants allows for easier employee training and reduces reliance on skilled chefs, facilitating restaurant expansion and increasing overall employment in the food service industry [9]. Group 2: Consumer Perspective - Prepared dishes offer convenience for busy urban consumers, allowing them to enjoy a decent meal in a short amount of time, which is particularly valuable for young professionals [9]. - The emotional and moral value placed on home-cooked meals often overlooks the time and effort costs associated with cooking, which can make prepared dishes a more practical option [10]. Group 3: Trust Issues and Cultural Context - The distrust towards prepared dishes stems from a lack of transparency in their production processes, which creates a psychological barrier for consumers who cannot see the ingredients or understand the manufacturing methods [12][13]. - The historical context of food safety issues in China has led to a general skepticism towards industrialized food products, making prepared dishes a target for public distrust [15]. - The rapid modernization in China has created a cultural shock as traditional cooking practices clash with the efficiency-driven prepared food industry, leading to resistance from consumers [17]. Group 4: Market Dynamics - The availability of fresh produce at low costs in urban markets presents a challenge for prepared dishes, as consumers may question the value of spending more on pre-made meals that seem inferior in sensory and psychological aspects [18]. - The article emphasizes the importance of recognizing hidden labor costs in the pricing of prepared dishes, which are often overlooked in direct comparisons with fresh ingredients [18]. Group 5: Call for Rational Discourse - The article advocates for a more nuanced understanding of prepared dishes, encouraging consumers to ask critical questions about transparency, nutritional standards, and pricing rather than resorting to blanket distrust of industrialized food [21][22].

Core Insights - The article discusses the development of the livestock and prepared food industry in Guangdong, highlighting the importance of standardization and technological advancements in enhancing product value and ensuring stable growth through the pig cycle [17][18]. Group 1: Industry Development - The prepared food sector acts as a stabilizer and value enhancer in the livestock industry, converting primary agricultural products into high-value goods [17]. - Agricultural processing industrialization, central kitchen, and cold chain logistics upgrades are crucial for the development of the prepared food industry [21]. - The market for prepared foods is expanding, with significant potential for growth in Guangdong [22]. Group 2: Training Program - The third training session focuses on various aspects of the livestock industry, featuring industry experts sharing insights on prepared foods and market expansion [36][41]. - The training adopts a hybrid format of offline classes and online live streaming, allowing broader participation [31][32]. - The agenda includes topics such as the advancement of prepared foods, market prospects, and leveraging AI for market expansion and brand building [29][41]. Group 3: Market Opportunities - There is a strong demand for high-quality livestock products in high-consumption markets like Beijing-Tianjin-Hebei, emphasizing the need for differentiated selling points [24]. - The integration of AI technology is seen as a key driver for transformation in the livestock sector, providing new opportunities for market expansion and brand development [27][28].

Core Viewpoint - The article discusses the controversy surrounding Zhang Lan's live-streaming event for the restaurant brand "Ma Liu Ji," which aimed to counter negative perceptions about pre-packaged food amid a public debate sparked by the conflict between Luo Yonghao and Xibei regarding the transparency of pre-packaged dishes. However, the live-stream backfired due to hygiene concerns raised by viewers [3][4][11]. Group 1: Marketing Strategy and Public Perception - Zhang Lan attempted to leverage the ongoing debate about pre-packaged food to promote her brand and demonstrate that "Ma Liu Ji" does not serve pre-packaged dishes [3][11]. - The live-stream was intended to showcase the kitchen's cleanliness and cooking process but instead highlighted hygiene issues, such as Zhang not washing her hands before handling food and wearing inappropriate attire [4][11]. - The backlash from viewers labeled the event as a publicity stunt, questioning the authenticity of the brand's claims about not using pre-packaged food [7][8][11]. Group 2: Brand Reputation and Historical Context - "Ma Liu Ji" has faced previous controversies, including a case of moldy food, which has negatively impacted its reputation and made consumers skeptical of its claims during the live-stream [10][11]. - Zhang Lan's history of capitalizing on trending topics for publicity, such as the divorce of Wang Xiaofei and Big S, indicates a pattern of seeking attention without addressing underlying quality issues [12][11]. - The article emphasizes that businesses should focus on product quality and consumer trust rather than relying solely on marketing tactics to drive sales [12]. Group 3: Industry Implications - The incident serves as a cautionary tale for other businesses in the food industry, highlighting the importance of maintaining hygiene standards and genuine consumer engagement [12]. - The article suggests that in the age of the internet, consumers are quick to scrutinize brands, and any misstep can lead to significant backlash [12].

Core Viewpoint - The pre-prepared food industry, once thriving, is experiencing a resurgence in public interest due to ongoing disputes and developments, despite a shift in local government focus towards "green food" instead of pre-prepared meals [3][9]. Industry Development - The pre-prepared food industry in a certain agricultural county has achieved a revenue of 20 billion yuan in 2024, ranking fourth nationally and first in Central China according to the 2024 Pre-prepared Food Industry Top 100 Base list [4]. - The local government is investing 20 billion yuan to build a pre-prepared food innovation demonstration industrial park covering 8,650 acres, aiming to integrate various industry chains [5]. - In the first half of the year, multiple government officials visited the area to assess the pre-prepared food industry, indicating strong governmental interest [7]. Market Dynamics - Despite the investment and government interest, there is a notable decline in the public's enthusiasm for pre-prepared food, with local officials now promoting "green food" instead [9]. - The local pre-prepared food enterprises have shifted their focus from direct consumer sales (C-end) to business-to-business (B-end) sales, targeting large clients such as restaurants and bulk buyers [12]. - Previous sales successes in pre-prepared food have diminished, with companies reporting significant layoffs in their e-commerce departments due to declining market demand [12]. Challenges Faced - The decline in the pre-prepared food market is attributed to food quality and hygiene issues reported in schools using these products, as well as controversies surrounding certain pre-prepared dishes [12].