Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

Core Insights - The recent focus on "pre-prepared dishes" has garnered significant consumer attention, with regulatory bodies clarifying definitions and guidelines for the industry [1][2]. Definition of Pre-prepared Dishes - Pre-prepared dishes, also known as pre-prepared meals, are defined as dishes made from one or more food products that undergo industrial pre-processing without the addition of preservatives, and are meant to be heated or cooked before consumption [2]. Exclusions from Pre-prepared Dishes - Foods that are simply washed, peeled, or cut without cooking, such as fresh vegetables, do not qualify as pre-prepared dishes. Additionally, staple foods like frozen noodles, convenience foods, and items from central kitchens are also excluded from this category [4]. Food Safety Regulation Enhancements - The regulatory framework emphasizes the need for strict adherence to food safety responsibilities by producers, including quality control of raw materials and compliance with food safety standards [6]. - There is a push for improved production licensing management, with higher entry barriers for the pre-prepared dish industry and rigorous checks on production processes [6]. Consumer Awareness and Rights - The notification mandates that food producers must transparently inform consumers about the use of pre-prepared dishes in restaurants, ensuring consumer rights to know about the products they purchase [7]. Considerations on Preservative Use - The regulation stipulates that pre-prepared dishes should not contain preservatives, aligning with consumer expectations and industry consensus on minimizing unnecessary food additives [8].

Core Viewpoint - The recent discussions surrounding "pre-prepared dishes" highlight consumer concerns regarding their right to know and the demand for improved food quality in the restaurant industry [1][5][9]. Group 1: Definition and Characteristics of Pre-prepared Dishes - Pre-prepared dishes are defined as meals made from one or more food products, processed industrially without preservatives, and requiring heating or cooking before consumption [2][11]. - The use of pre-prepared dishes can enhance operational efficiency in the restaurant industry, particularly in fast-food settings, by allowing for quick meal preparation [2][4]. Group 2: Safety and Nutritional Aspects - Fresh ingredients retain more nutrients, but pre-prepared dishes can still meet nutritional needs if produced and handled according to food safety standards [3]. - The safety of pre-prepared dishes is a concern, especially with smaller restaurants that may not ensure proper food safety, leading to a negative perception among consumers [5][6]. Group 3: Industry Practices and Consumer Rights - Many large chain restaurants utilize pre-prepared dishes due to safety regulations and cost efficiency, which can enhance customer experience by speeding up service [4][5]. - There is a call for clearer definitions and standards for pre-prepared dishes to improve consumer trust and ensure transparency in the food service industry [5][8][9]. Group 4: Regulatory Measures and Future Directions - Recent initiatives aim to promote the safe use of pre-prepared dishes in restaurants, ensuring consumers are informed about their use [10][14]. - Experts suggest that standardization, transparency, and innovation are crucial for the future development of the pre-prepared dish industry [8][9].

消息面上，国家卫健委主导的《预制菜食品安全国家标准》草案已通过专家审查，即将向社会公开征求 意见。 届时，预制菜"身份"将有统一说法，餐饮门店是否使用、如何使用预制菜，也将首次纳入强制 信息披露范畴。 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。截至午盘，预制菜 （885951）指数涨0.84%，得利斯与三江购物涨停，盖世食品、国联水产、惠发食品涨超5%，天康生 物、欧福蛋业等个股跟涨。 （文章来源：21世纪经济报道） ...

Group 1 - The core viewpoint of the article highlights the ongoing market reaction to the "prepared food dispute" involving Luo Yonghao and Xibei Catering, with a notable increase in the prepared food index and several stocks reaching their daily limit [2] - The prepared food index rose by 0.84% as of midday, with stocks such as Delisi and Sanjiang Shopping hitting the daily limit, while others like Gais Food, Guolian Aquatic, and Huifa Food increased by over 5% [2] - The National Health Commission has led the drafting of the "National Standards for Food Safety of Prepared Foods," which has passed expert review and is set to be publicly solicited for opinions, indicating a move towards standardized regulations in the industry [2] Group 2 - The upcoming standards will provide a unified definition for prepared foods, impacting how restaurants use and disclose information about these products [2]

Market Overview - On September 15, the three major A-share indices collectively rose, with the Shanghai Composite Index up 0.22%, the Shenzhen Component Index up 1.07%, and the ChiNext Index up 2.13% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 15,247 billion CNY, a decrease of 1,240 billion CNY compared to the previous trading day [1] Key Sector Performances - The battery and lithium mining sectors saw significant gains, with CATL's A-shares and H-shares both reaching historical highs [2][3] - The gaming sector also performed well, with stocks like Xinghui Entertainment hitting the daily limit and Perfect World closing at the limit [2] - The prepared food and pork sectors experienced high-level fluctuations, with Delisi hitting the daily limit [2] CATL Performance - CATL's A-shares surged over 14% during the morning session, reaching a peak of 371.52 CNY per share, while its H-shares rose about 10%, marking a new high since its listing [4] - As of the midday break, CATL's A-shares were up 9.85%, with a total market capitalization exceeding 1.6 trillion CNY [4] Prepared Food Sector Insights - The prepared food sector gained attention due to ongoing debates involving figures like Luo Yonghao and Jia Guolong, which have heightened interest in the industry [13] - According to Huayuan Securities, the market for prepared dishes is expected to reach 617.3 billion CNY by 2025, driven by increasing consumer demand for convenience [13] Company-Specific Developments - Chuzhong Technology experienced a "Tian Di Ban" trading pattern, with its stock hitting the daily limit after a four-day consecutive rise [7][8] - The company reported a net profit of -40.02 million CNY for the first half of 2025, with a 44.85% decline in revenue compared to the same period last year [10] - Chuzhong Technology's business is primarily involved in liquid cooling testing platforms, with no revenue generated from liquid cooling server production [10]

Group 1 - The pre-made dish concept in the A-share market is gaining traction, with companies like Weizhi Xiang and Delisi experiencing significant stock price increases, including hitting the daily limit up [1][3] - The recent comments by Luo Yonghao regarding Xibei have reignited public interest in the pre-made dish industry [2] - The National Market Supervision Administration is in the process of finalizing a national food safety standard for pre-made dishes, which is expected to clarify the classification and safety requirements for these products [2] Group 2 - The draft standard for pre-made dishes, led by the National Health Commission, has passed review and will soon be open for public consultation, marking a significant step towards regulatory clarity in the industry [2] - The new standard will include mandatory disclosure requirements for restaurants regarding the use of pre-made dishes, which will help standardize practices across the industry [2] - The draft outlines definitions, safety indicators, and processing methods for pre-made dishes, emphasizing the prohibition of preservatives, thus focusing on safety benchmarks for regulatory enforcement [2]

Core Viewpoint - The market experienced a volatile upward trend on September 15, with significant divergence between large and small-cap indices, indicating mixed investor sentiment and sector performance [1] Market Performance - The Shanghai and Shenzhen markets saw a half-day trading volume of 1.51 trillion, a decrease of 124 billion from the previous day [1] - The Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 1.07%, and the ChiNext Index surged by 2.13% [1] Sector Highlights - Gaming stocks collectively surged, with Xinghui Entertainment hitting the daily limit up [1] - Energy storage stocks showed strong performance, with Ningde Times and Sunshine Power reaching historical highs [1] - The pre-made dishes sector was active, with Delisi also hitting the daily limit up [1] - Computing hardware stocks exhibited mixed results, with Chunzhong Technology hitting the daily limit down [1] Sector Performance - The top-performing sectors included gaming, batteries, and pork, while cultural media, real estate, and precious metals faced declines [1]

Core Viewpoint - The dispute surrounding Xibei's prepared dishes has escalated, with calls for a public dialogue to clarify the situation and contribute to the healthy development of the prepared food industry in China [1] Group 1: Event Progression - The controversy began on September 10, when a public figure criticized Xibei for serving mostly prepared dishes at high prices, prompting calls for legislation requiring restaurants to disclose the use of prepared foods [5] - On September 11, Xibei's founder held a media conference, asserting that the restaurant does not serve any prepared dishes and announced plans to sue the critic [5][9] - Following the media conference, Xibei released detailed preparation processes for 13 dishes and opened its kitchens for public inspection [5][9] Group 2: Industry Context - The definition of prepared dishes varies between regulatory standards and public perception, leading to confusion among consumers [9][10] - The prepared food market in China is rapidly growing, with a market size reaching 485 billion yuan in 2024 and projected to reach 749 billion yuan by 2026 [10] - There is currently no legal requirement for restaurants to disclose the use of prepared dishes, which has contributed to the ongoing debate about consumer rights and industry standards [10]

Core Viewpoint - The article discusses the implications of the pre-prepared food industry and its relationship with chain restaurants, highlighting concerns about food quality, pricing, and the future of traditional dining experiences. Group 1: Industry Dynamics - The pre-prepared food industry and chain restaurants are interdependent, suggesting a potential for a bright future if managed well [8] - Many suppliers for chain restaurants are also involved in the pre-prepared food sector, indicating a lack of diversity in food sources [2][3] Group 2: Consumer Concerns - There are significant concerns regarding food freshness and hygiene standards in the pre-prepared food industry, emphasizing the need for transparency about ingredient sources and preparation methods [9][10] - The pricing of pre-prepared meals should be standardized across different outlets to avoid consumer confusion and dissatisfaction [10] Group 3: Advertising and Marketing - The article criticizes the use of gourmet food advertising by pre-prepared food providers, arguing that it misrepresents the actual quality of the food [11] - There is a call for the industry to respect traditional dining experiences and allow space for small, local restaurants to thrive [12] Group 4: Regulatory and Operational Suggestions - The article suggests implementing more surveillance and transparency in food preparation processes to build consumer trust [15] - It argues that the perception of large cities being limited to pre-prepared food is misleading, advocating for a return to traditional dining experiences [18]