近日，最高检发布"食药安全益路行"检察公益诉讼监督典型案例，云南省蒙自市人民检察院督促整治网 络餐饮预制菜食品安全监管行政公益诉讼案入选，直击外卖"现炒"造假、预制菜贮存不规范等民生痛点 问题，推动线上线下（300959）一体化监管，护航预制菜产业健康发展。 截至2024年12月，蒙自市市场监管局开展专项整治，检查389家相关主体，对42家存在问题的商户下发 责令改正通知书；外卖平台引导11家商户线上明示预制菜，聘请义务监督员强化监督。蒙自市检察院通 过"回头看"确认问题整改到位，该片区还被打造成"标准化外卖商户示范基地"。 此次履职聚焦预制菜监管难点，检察机关以公益诉讼凝聚多方合力，"以点带面"推动餐饮环节预制菜规 范化，保障了消费者知情权与选择权，守住了预制菜食品安全底线，也助力新兴产业有序发展。 2024年8月，蒙自市检察院接到群众相关投诉线索后，开展线上线下排查，研判外卖差评关键词、实地 核查37家商户，发现6家商户存在以预制菜冒充现炒菜、预制菜冷冻冷藏未达到所需温度、已解冻预制 菜二次冷藏后使用等违法违规行为，于8月28日以行政公益诉讼立案。 同年9月，蒙自市检察院组织市场监管局、网络餐饮服务第三方 ...

智通财经APP获悉，华创证券发布研报称，食品行业规范化加速，头部企业有望受益。20 年以来预制 菜行业快速发展，大量资本、产能等涌入，24 年行业新规落地打响规范化第一枪，此次进一步发布预 制菜国家标准，有助于优质头部企业发展，另一方面餐饮供应链更高标准下，头部半成品企业将更加受 益，低端小作坊等或逐步出清。基于此，头部上市速冻食品企业及定制餐调企业中长期来看均有望受 益。 华创证券主要观点如下： 事件 2 月6 日，国家卫健委发布《食品安全国家标准预制菜》（征求意见稿），正式面向社会公开征求意 见。同日，国务院食安办、市场监管总局、商务部起草了《推广餐饮环节自主明示的公告（公开征求意 见稿）》，向社会公开征求意见。 全链条规范预制菜行业，奠定产业长期健康发展基础 首次发布预制菜国标，引领行业步入高质量发展 此次标准明确界定预制菜为经工业化预加工、需加热后食用的预包装菜肴，并特意将主食类食品、净菜 类、即食食品以及中央厨房自行配送的菜肴排除在外。新规明确禁止添加防腐剂，并强调"非必要不添 加"的原则，严格限制食品添加剂的使用。同时，为回应消费者对新鲜度的关切，规定预制菜保质期应 尽量缩短，最长不得超过12 个 ...

证券研究报告 | 2026年02月10日 | 晨会纪要 | | --- | | 数据日期:2026-02-09 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 4123.08 | 14208.43 | 4719.05 | 15487.40 | 4173.83 | 1458.16 | | 涨跌幅度（%） | 1.41 | 2.16 | 1.62 | 1.60 | 2.66 | 2.51 | | 成交金额（亿元） | 9497.26 | 12997.46 | 5227.57 | 4454.52 | 6392.92 | 729.09 | 【常规内容】 宏观与策略 策略周报:杠杆资金和外资流出额增加——2 月第 1 周立体投资策略周报 行业与公司 食品饮料周报（26 年第 6 周）：白酒春节动销渐起，预制菜国标公开征 求意见 海外市场专题:AI Agent 专题：Opus 4.5 开启 AI Agent 拐点，CPU 需 求迎高增 房地产行业快评：如何看 ...

Group 1: Market Overview - The market sentiment has improved, leading to a broad-based rebound in major indices, with the Shanghai Composite Index rising by 1.41% to close at 4123.09 points [5][7] - The Wind All A Index increased by 1.89%, while the ChiNext Index surged by 2.98%, indicating strong performance in the innovation and growth sectors [7][10] - Small-cap stocks outperformed larger stocks, with the CSI 1000 Index rising by 2.26%, while the CSI 50 Index only increased by 1.45% [8][10] Group 2: Industry Dynamics - A draft national standard for prepared dishes has been released, aiming to ensure food safety and promote high-quality development in the industry [24][25] - In January 2026, the sales of excavators in China saw a year-on-year growth of 49.5%, with domestic sales increasing by 61.4% and exports rising by 40.5% [26][27] Group 3: Company Updates - Nicheng Co., Ltd. (603775.SH) announced an investment to acquire a 10.89% stake in Dongfang Jinxin Co., Ltd. for 166 million yuan and plans to increase its investment by 100 million yuan [28][29] - Weizhi Xiang (605089.SH) is innovating its business model by testing a "downstream market first" approach and expanding its channel through a "city partner" plan targeting lower-tier markets [30][31] - Zhongsheng Pharmaceutical (002317.SZ) reported positive results from Phase III clinical trials for its innovative drug, Anladiwei, indicating effective treatment for influenza in children and adolescents [32][33]

Core Viewpoint - The company is focusing on transitioning its current stir-fry store locations from lower-tier markets to higher-tier markets, using insights gained from lower-tier operations to support future expansions into higher-tier cities and regions [1] Group 1: Market Strategy - The company is conducting market tests with a core strategy of moving from lower-tier to higher-tier markets [1] - The operational exploration in lower-tier markets is intended to lay the groundwork for future expansion into higher-tier cities and regions [1] Group 2: Product Offering - The current stir-fry store generates revenue through both online and offline channels [1] - The first stir-fry store's product range includes core categories such as stir-fried dishes, stews, fried items, and pot dishes, along with freshly made snacks [1] - The company is equipped with automatic stir-frying machines to achieve product standardization and efficient output [1] Group 3: Future Plans - The company plans to continuously enrich and improve its product portfolio to accurately match the consumption preferences of different regions and customer groups [1] - There is an emphasis on further optimizing product offerings and market layout [1]

Core Viewpoint - The company emphasizes its commitment to product quality and compliance with standards in the prepared food industry, actively engaging in the development of new national standards [2] Group 1: Company Operations - The company has organized its R&D, production, and quality control departments to study the new national standards (draft) for prepared foods [2] - The production processes and recipes for core products such as fried dough sticks, rice cakes, and frozen prepared dishes adhere to current national standards and industry norms [2] Group 2: Market Performance - The company has seen a steady increase in product supply scale to B-end major clients, with sales volume to its five core direct customers growing by 4.87% year-on-year in the first half of 2025 [2] - The company plans to continue promoting the development of its prepared food business in 2026, with future revenue share and gross margin expectations to be disclosed in regular reports and announcements [2]

东年菜产业发展 奏响"三部曲"丨 广货行天下_南 方+_南方plus 随着马年春节临 近，中国家庭一 年中最重要的年 夜饭即将登场。 2026"年菜经 济"再提速，广 在广东，一 场"年菜经济"的 热流正在涌动， 先于1月7日 以"粤沪年菜产 业联盟成立"下 锅炒热，继 以"广东年菜飘 香上海"加料炒 香。广东作为中 国饮食重镇，率 先捕捉到这一趋 势，以创新思维 和系统布局，奏 响了年菜产业发 展的"三部曲" ， 将传统年菜打造 为经济发展的新 引擎。 第一曲 从餐桌佳肴到产 业"头啖汤"—— 概念落地与市场 开拓 年菜产业化的第 一步，是将传统 节日食品概念转 化为标准化、规 模化、品牌化的 现代产业。2023 年10月，广东预 制菜、餐饮业界 组织发起"首届 年菜领军企业座 谈会"，标志着 年菜正式从家庭 厨房走向产业化 发展轨道。这场 座谈会汇集了 160多家食品企 业、餐饮品牌和 行业专家，共同 探讨年菜标准化 生产、品牌建设 和市场拓展路 径，为产业融合 发展奠定了政策 与市场基础。 四个月后，广东 年菜迎来里程碑 式突破。2024年 1月，"广东年菜 首航新西兰"活 动成功举行，首 批标准化生产 ...

食药安全治理是系统工程，解决顽疾还需源头治理。张雪樵提到，广东检察机关以案助推省级地方标准 实施，为粤菜预制菜产业规范化发展提供法治保障。 最高人民检察院公益诉讼检察厅厅长徐向春在会上说，今年将纵深推进"食药安全益路行"检察公益诉讼 监督活动，攻克突出顽疾，切实守护好百姓的"菜篮子""药箱子"。(完) 最高检发布案例 涉督促整治预制菜食品安全 中新社北京2月9日电 (记者 张素)餐饮服务提供者在外卖平台上标识"现炒"，但实际使用预制菜且冷藏 冷冻温度不达标、开封后重复使用。检察机关督促行政机关进行线上线下一体化监管，守住食品安全底 线。 中国最高人民检察院9日发布6件深入推进"食药安全益路行"检察公益诉讼监督典型案例，其中包括"云 南省蒙自市人民检察院督促整治网络餐饮预制菜食品安全监管行政公益诉讼案"。 最高检在发布该案时称，针对入网餐饮服务提供者线下是否规范贮存和使用预制菜、线上是否明示预制 菜等监管难点，检察机关以公开听证等方式凝聚多方共识，推动行政机关履职尽责。同时，"以点带 面"推动餐饮环节预制菜规范化。 2025年1月，最高检部署开展"食药安全益路行"检察公益诉讼监督活动，对预制菜问题整治、违规销售 ...

Group 1: Macro Background and Chemical Industry - The chemical industry is experiencing sustained improvement, with a focus on oil price variables. The IMF projects global economic growth of 3.3% and 3.2% for 2026 and 2027, respectively, an increase of 0.2 percentage points from previous forecasts [7][5] - The ACC's global chemical production index remained flat in December, with a slight increase of 0.3% in the Asia-Pacific region, while North America and Europe saw declines of 0.8% [7] - Since 2022, the number of chemical plant closures in Europe has surged sixfold, with a cumulative capacity loss of 37 million tons, representing about 9% of Europe's capacity. The petrochemical sector faces significant risks due to a lack of energy cost competitiveness [7][5] Group 2: Pre-prepared Food Industry - The National Health Commission released a draft national standard for pre-prepared food, defining its scope, shelf life, nutritional quality, packaging, and additive use, marking a significant milestone for industry standardization [10][11] - The standard prohibits the use of preservatives and aims to minimize food additives, with a maximum shelf life of 12 months for products [11] - The introduction of these standards is expected to enhance consumer trust and promote the growth of the pre-prepared food sector, particularly benefiting leading companies with strong production and supply chain management capabilities [13][12] Group 3: Financial Market Overview - The A-share market showed mixed performance, with the Shanghai Composite Index closing down 0.25% at 4065 points, while the Shenzhen Component Index and ChiNext Index also declined [21][22] - The consumer sector outperformed other styles, with an average daily trading volume of 23.88 billion yuan, down from 30.365 billion yuan previously [6] - The energy sector, particularly oil and gas extraction, saw a notable increase of 4.28%, while sectors like tourism and retail experienced declines [23][25]

据CME"美联储观察"：美联储到3月降息25个基点的概率为19.9%，维持利率不变的概率为80.1%。美联 储到4月累计降息25个基点的概率为31.1%，维持利率不变的概率为65.2%，累计降息50个基点的概率为 3.7%。到6月累计降息25个基点的概率为51.1%。 01. 宏观要闻 1、央行公开市场净投放380亿元 央行今日开展1130亿元7天逆回购操作，操作利率为1.40%，与此前持平。因今日有750亿元7天期逆回 购到期，实现净投放380亿元。 2、日本众议院选举结果公布 据新华社消息，日本广播协会报道，在8日举行的日本众议院选举中，由自民党和日本维新会组成的执 政联盟获得过半数议席。 这意味着，日本动荡的金融市场如今必须应对由首相高市早苗继续领导政府的局面。在日元、日股和日 债市场，"高市行情"预计将卷土重来。 3、美联储3月维持利率不变的概率为80.1% 中国邮政、顺丰速运、京 东 物 流、德邦快递等多家快递企业在官网陆续发布公告，今年春节期间将全 力保障快件收发需求，积极调配运力、人力资源，服务"不打烊"。不过有些将收取"资源调节费"，时效 性也会稍微变慢。调配临时运输资源产生的合理成本，且所有 ...