Core Viewpoint - The A-share pre-made dish sector has shown positive momentum, with a general increase in stock prices, indicating growing investor interest in this market segment [1][2]. Group 1: Market Performance - As of the midday close on September 15, the overall increase in the pre-made dish concept sector was 0.65% [1]. - Out of 58 pre-made dish concept stocks, 39 stocks experienced price increases, with notable performers including Delisi, which hit the daily limit, and Gais Food and Guolian Aquatic Products, both rising over 7% [2]. Group 2: Company Performance - Spring Snow Food reported a year-on-year increase in both revenue and net profit, attributing part of this growth to a 10% increase in pre-made dish business, particularly a 25% rise in export sales [2]. - Delisi projected that pre-made dish revenue would account for 21.67% of its total operating revenue in 2024, reflecting a year-on-year increase of 0.56 percentage points [2]. - Delisi has a total production capacity of 180,000 tons for pre-made dishes, including 100,000 tons for pork and chicken, 30,000 tons for beef, and 50,000 tons at its Shaanxi base [2].

Market Overview - On September 15, A-shares experienced a volatile rise, with the Shanghai Composite Index up by 8.69 points (0.22%) closing at 3879.29 points, the Shenzhen Component Index up by 137.73 points (1.07%) at 13061.86 points, and the ChiNext Index up by 64.26 points (2.13%) at 3084.68 points, briefly surpassing 3100 points during the session [1] - The half-day trading volume in the Shanghai and Shenzhen markets reached 1.52 trillion yuan, a decrease of 146.8 billion yuan compared to the previous day, with over 2000 stocks rising across the market [2] Pre-made Dishes Industry - The pre-made dishes index rose by 1.63% on September 15, with stocks like Delisi (002330) hitting the daily limit and Guolian Aquatic (300094) rising over 7%, as the market reacted to the upcoming national food safety standards for pre-made dishes [3] - The draft national standards, led by the National Health Commission, are set to include the usage of pre-made dishes in restaurant disclosures for the first time, following a notice issued by multiple departments in March 2024 emphasizing the safety regulations for pre-made dishes [3][4] - The pre-made dishes market in China reached 485 billion yuan in 2024, a year-on-year growth of 33.8%, and is expected to exceed 617.3 billion yuan in 2025, with e-commerce sales in 2023 growing by 160%, particularly among the younger demographic [3][4] Industry Growth and Challenges - As of now, there are over 74,000 registered pre-made dish companies in China, with approximately 9,500 new registrations in 2025. The registration trend shows a peak in 2024 after a decline in 2021-2022 [4] - Industry experts highlight that while government policies are promoting pre-made dishes for their standardization and efficiency, consumer trust remains a significant hurdle due to safety and nutritional concerns [4] - The new national standards are expected to reshape the pre-made dishes industry, potentially increasing costs by 15% to 30% due to stricter regulations on preservatives and cold chain logistics, which may lead to consolidation in the market [5] Battery and Energy Storage Sector - CATL (300750) saw a significant rise of 14% in A-shares, reaching new highs, supported by a Morgan Stanley report affirming its strengthened market position in the electric vehicle battery sector [6][7] - The energy storage sector is also gaining traction, with a national plan aiming for 180 million kilowatts of new energy storage capacity by 2027, driving an estimated investment of 250 billion yuan [8] Automotive Industry - Automotive stocks surged on September 15, with companies like Haon Auto (301488) rising nearly 18% following the release of a growth plan targeting 32.3 million vehicle sales in 2025, including 15.5 million electric vehicles [9][10] - The plan emphasizes the integration of smart and connected technologies in the automotive sector, promoting the development of intelligent networked vehicles and enhancing infrastructure for V2X and 5G applications [9][10]

沪深京三市半日成交额1.52万亿元，较上日缩量1468亿元。全市场2000超只个股上涨。 国标落地倒计时，预制菜概念爆发 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。同花顺数据显示，预制菜指数涨1.63%，得利斯开盘涨停，国 联水产涨超7%，多股涨超3%。 记者丨 李益文 黎雨桐 编辑丨叶映橙 曾静娇 9月15日，A股三大指数震荡上涨。 截至上午收盘，上证指数早盘上涨8.69点，涨幅为0.22%，报收3879.29点；深证成指上涨137.73点，涨幅为1.07%，报收13061.86点。 创业板 指上涨64.26点，涨幅为2.13%，报收3084.68点，盘中一度突破3100点。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 3879.29 13061.86 | 1619.71 | | +8.69 +0.22% +137.72 +1.07% +18.83 +1.18% | | | 科创50 创业板指 | 万得全A | | 1349.26 3084.68 | 6250.06 | | +11.24 +0.84% +64.25 +2.13% +29.73 ...

Market Overview - The market experienced fluctuations in the early session, with the Shenzhen Component Index and the ChiNext Index rising significantly. As of the early session close, the Shanghai Composite Index increased by 0.22%, the Shenzhen Component Index rose by 1.07%, and the ChiNext Index gained 2.13% [1] Sector Performance - The market showed a mixed performance with over 3,200 stocks declining. Notably, gaming concept stocks surged, with Xinghui Entertainment hitting the daily limit up. Energy storage concept stocks performed strongly, with CATL and Sungrow both reaching historical highs. The prepared dishes concept stocks were active, with Delisi hitting the daily limit up. Conversely, computing hardware stocks showed divergence, with Chuangzhong Technology hitting the daily limit down [2] Individual Stock Highlights - CATL led in trading volume with over 20.6 billion yuan, followed by Sungrow, Cambricon, Haiguang Information, and Zhongji Xuchuang [3] - Key individual stock performances include: - CATL: Current price 357.00, up 32.00 (9.85%), trading volume 20.668 billion yuan - Sungrow: Current price 141.79, up 7.87 (5.88%), trading volume 14.949 billion yuan - Cambricon: Current price 1443.00, down 45.00 (-3.02%), trading volume 12.470 billion yuan - Haiguang Information: Current price 237.35, up 17.33 (7.88%), trading volume 11.857 billion yuan - Zhongji Xuchuang: Current price 410.93, down 11.16 (-2.64%), trading volume 10.473 billion yuan [4]

Market Overview - The market experienced a volatile upward trend in the early session, with the Shenzhen Component Index and the ChiNext Index showing strong gains, while the performance of large and small indices diverged [1] - As of the midday close, 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] - The total trading volume in the Shanghai and Shenzhen markets reached 1.51 trillion, a decrease of 124 billion compared to the previous trading day [1][6] Index Performance - Shanghai Composite Index: 3879.29, up 0.22%, with 870 gainers and 1380 decliners [2] - Shenzhen Component Index: 13061.86, up 1.07%, with 1026 gainers and 1798 decliners [2] - ChiNext Index: 3084.68, up 2.13%, with 507 gainers and 850 decliners [2] - North Star 50 Index: 1619.71, up 1.18%, with 164 gainers and 105 decliners [2] Sector Performance - The gaming sector saw significant gains, with stocks like Xinghui Entertainment hitting the daily limit [2] - Energy storage stocks performed strongly, with companies like CATL and Sungrow reaching historical highs [2] - The prepared dishes sector was active, with Delisi hitting the daily limit [2] - In contrast, the computing hardware sector showed mixed results, with Chuangzhong Technology hitting the daily limit down [2][3] Market Sentiment - 75.16% of users are bullish on the market [4] - A total of 2038 stocks rose, while 1378 stocks fell, with 54 stocks hitting the daily limit up and 10 stocks hitting the daily limit down [5]

Market Overview - A-shares experienced a volatile rise in the morning session, with the Shenzhen Component Index and ChiNext Index opening high and continuing to climb, marking a new high for the year in the ChiNext Index [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.51 trillion yuan, a decrease of 124 billion yuan compared to the previous trading day [1] Sector Performance - The gaming sector saw a collective surge, with Xinghui Entertainment hitting the daily limit up [3] - The energy storage sector performed strongly, with CATL and Sungrow both reaching historical highs [3] - The pre-made dishes sector was active, with Delisi hitting the daily limit up [3] - In contrast, the computing hardware sector showed divergence, with Chuangzhong Technology hitting the daily limit down [3] - The gaming, battery, and pork sectors led the gains, while cultural media, real estate, and precious metals sectors faced the largest declines [3] - By the end of the trading session, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 1.07%, and the ChiNext Index climbed by 2.13% [3]

Core Viewpoint - The pre-prepared food industry in China is experiencing significant growth, driven by new national standards and increasing consumer demand, despite existing concerns about food safety and nutrition [1][2][3] Group 1: Market Response - The pre-prepared food index opened with a 0.41% increase, with several companies like Delisi and Weizhi Xiang hitting the daily limit up [1] - The market size of pre-prepared food in China reached 485 billion yuan in 2024, marking a 33.8% year-on-year growth, and is expected to exceed 617.3 billion yuan by 2025 [1] Group 2: Regulatory Developments - A draft national standard for pre-prepared food has passed review and will soon seek public opinion, marking the first time restaurant usage of pre-prepared food will be disclosed [1] - The new standards aim to enhance food safety and promote high-quality development in the industry, with a focus on prohibiting preservatives and ensuring food is safe for consumption [1][2] Group 3: Industry Dynamics - There are over 74,000 existing pre-prepared food-related enterprises in China, with approximately 9,500 new registrations in 2025 alone [2] - The industry is seeing a resurgence in enterprise registrations after a decline in 2021-2022, with expectations of reaching over 10,000 new registrations by 2024 [2] Group 4: Consumer Concerns - Despite the growth, consumer skepticism remains a significant challenge, with many questioning the safety and nutritional value of pre-prepared foods due to the lack of clear national standards [2] - Urgent action is needed to establish national standards and issue licenses to ensure consumer rights and safety [2] Group 5: Cost Implications - The new national standards may increase production costs by 15% to 30% due to requirements for banning preservatives and upgrading cold chain logistics [3] - Smaller factories that cannot afford the necessary upgrades may face acquisition or exit from the market within two years of the standards' implementation, while leading brands could benefit from increased market share through economies of scale [3]

Core Viewpoint - The food industry is experiencing significant stock price increases, with multiple companies reaching their daily limit up, indicating strong market interest and potential investor confidence in the sector [1] Group 1: Company Performance - Huihua Food and Delisi both hit the daily limit up, showcasing robust market performance [1] - Geshih Food saw a rise of over 15%, reflecting positive investor sentiment [1] - Guolian Aquatic Products increased by over 10%, indicating strong demand in the market [1] Group 2: Market Trends - The overall trend in the food industry is upward, with several companies like Haixin Food, Qianwei Yangchu, Weizhi Xiang, and Yike Food also showing notable gains [1]

Core Viewpoint - The pre-made food sector is experiencing a strong initial performance, with several companies seeing significant stock price increases despite ongoing public disputes among industry figures [1] Group 1: Market Performance - On September 15, the pre-made food concept saw a strong initial rise, with companies such as Delisi (得利斯, 002330.SZ) and Huifa Foods (惠发食品, 603536.SH) reaching their daily price limit [1] - Other companies in the sector, including Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Central Kitchen (千味央厨, 001215.SZ), Gais Food (盖世食品, 836826.BJ), and Yike Foods (益客食品, 301116.SZ), also experienced stock price increases [1]

（原标题：罗永浩提议与贾国龙公开直播对质；宇树入选MIT"聪明公司"） 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 罗永浩提议与贾国龙公开直播对质 9月14日，西贝创始人贾国龙在某个行业群内的表态截图流出。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。"并 称"罗永浩是网络黑嘴，是网络黑社会，太坏了。但他打醒了我，算变相的帮西贝进步。"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。" DeepSeek、宇树科技等被MIT科技评论评为聪明公司 9月12日，《麻省理工科技评论》"50家聪明公司"最新评选结果揭晓，DeepSeek、宇树科技等明星创企 ...