消费者需要的安全、健康、新鲜，跟"预制菜"并不一定是反义词。理清一些基本事实，有助于帮我们看清餐饮行业的真实情况，把焦虑和恐慌用在最有用 的地方。 消费者所面对的餐饮市场问题，用"预制菜"一言以蔽之，远远不够，是简化、遮蔽了问题。 风波最激烈时，我们往往会失去客观判断的能力。我想现在是一个合适的时机，来聊聊预制菜的功与过。 先放一句结论，消费者普遍概念中的"预制菜"（从冷冻西兰花到料理包）其实上限极高，但下限也极低。但是"预制菜"这一统称，因为后者，慢慢变成了 一个负面的、用于猎巫的、业内避之不及的概念，这并非一件好事。 "预制菜"，在争什么？ 当下预制菜的行业发展，其实很多时候，是为了更好地服务消费者。 预制菜可以推高餐饮行业的上限。现代化生产流程，可以让更多消费者享用更多好品质的食材。日料中顶级的三文鱼、金枪鱼，无一不是冷冻运输，然后 解冻后做刺身。海鱼美味但上岸后难以存活，且超低温冷冻是必要的安全保证，能够杀灭寄生虫。 内蒙的羊也是在秋季至初冬大规模屠宰，因这阶段最膘肥体壮、鲜味物质达峰值，低温冻起来的秋膘羊肉，反而能最大限度提供好风味。 而活鲜与否，很多时候，是在安全与新鲜两者之间做平衡。《生猪屠宰管 ...

风险提示 董事会决议自2025年9月26日起实施新一轮H股回购计划 回购资金上限：1亿港元，使用自有资金 回购方式：公开市场回购 锅圈食品(02517)公告要点解读 核心要点 回购计划启动 回购授权及期限 回购价格限制 每次回购价格不得较回购前5个交易日H股平均收市价溢价超过5% 管理层表态 基于2024年度股东大会授予的一般授权 授权上限：不超过2025年6月27日已发行H股总数的10% 授权有效期至2025年度股东大会结束或股东大会撤回授权 董事会认为当前股价未充分反映公司内在价值 此举彰显管理层对业务发展前景的信心 回购实施视市况及实际需求而定 不保证回购的时间、数量或价格 ...

最近有两家企业深陷舆论靶心。 前者为西贝预制菜风波。表面上看是一场关于"有没有用预制菜"的口水战，背后实际是餐饮工业化快速 发展与消费者体验、知情权之间产生的深刻矛盾。 而后者为始祖鸟赞助的《升龙》烟花表演，在西藏喜马拉雅山脉海拔约5500米的查琼岗日山脊上，烟花 持续绽放五分钟左右。尽管主办方声称所选用的烟花彩色粉均为生物可降解材料。但对自然的破坏不容 小觑，在高原生态系统中，哪怕是一次微小的破坏，都可能带来长期、不可逆的影响。 也有多位环境专家指出，高寒草甸生态系统极其脆弱，一旦受损，恢复需数十年甚至上百年。更何况火 药爆破带来的物理冲击、化学残留和声波干扰。 这两家企业遇到的问题，看似关联性不大，但它们都犯了同一个错误：傲慢。 傲慢 那么，什么是傲慢？为了好理解，讲一个故事吧。 假设，一位有梦想的年轻人，想做出一番事业，决定开一家餐厅。 最开始的时候，每天的客流量也不高，每天没有多少流水。房租、水电、人工，全是成本，他压力很 大，愁得不得了。 这时候怎么办？这位老板会想尽办法去拉顾客，想方设法留住顾客。 有顾客进来，每天问客户，你觉得菜品怎么样？合不合口味？客户提出来的意见，他都特别重视，哪里 不对的， ...

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】 阿里通义团队开源三大模型 阿里通义大模型团队一口气开源原生全模态大模型Qwen3-Omni、语音生成模型Qwen3-TTS、对图像编 辑模型Qwen-Image-Edit-2509更新。Qwen3-Omni能无缝处理文本、图像、音频和视频等多种输入形 式，并通过实时流式响应同时生成文本与自然语音输出。Qwen3-TTS支持17种音色与10种语言，在语音 稳定性与音色相似度评估中超越SeedTTS、GPT-4o-Audio-Preview等主流产品。Qwen-Image-Edit-2509的 首要更新是支持多图编辑，可以拼接不同图片中的人物+人物、人物+物体等。 英国自动驾驶公司Wayve确认：英伟达将在新一轮融资中投资36亿元 英国自动驾驶技术初创公司Wayve确认，英伟达已正式签署投资意向书，计划在Wayve的下一轮融资中 投资高达5亿美元（约合人民币36亿元）。此举标志英伟达在自动驾驶领域持续加码。Wayve成立于 2017年，总部位于伦敦 ...

Core Insights - The pre-prepared food industry in China is experiencing explosive growth, with the number of related enterprises reaching 28,000, and a significant increase in registrations, with 11,700 new companies expected in 2024, marking a 120.43% year-on-year growth [3] - The core growth drivers for the pre-prepared food industry include the rising chain restaurant rate, changing consumer habits, and advancements in cold chain logistics technology [10] Industry Overview - The pre-prepared food sector is seen as a key engine for the integration of agriculture and consumption, as well as the transformation of the food industry [3] - The Chinese government is actively working on establishing national standards for pre-prepared foods to enhance consumer rights and choices [1] Company Insights - Qianwei Yangchu, a leading player in the pre-prepared food supply chain, has seen its stock price rise by 50.26% since May, positioning it as a top performer in the sector [4] - The company reported a sales revenue of 65.22 million yuan for frozen prepared dishes in the first half of 2025, a 67.31% increase year-on-year, driven by increased sales volume [4] Competitive Positioning - Qianwei Yangchu collaborates closely with major restaurant chains like Yum China and Haidilao, providing customized products that meet high supply chain stability requirements [7] - The company employs advanced freezing technology to preserve food quality without the use of preservatives, addressing common consumer concerns about pre-prepared foods [7] Marketing and Consumer Trust - The company is focused on transparency in its production processes to build consumer trust, showcasing the entire journey from ingredient selection to delivery [8] - Qianwei Yangchu is actively participating in industry standard discussions and has implemented measures to ensure compliance with new regulations, including a 100% temperature-controlled transport system [9] Future Outlook - The expected increase in the chain restaurant rate to over 35% by 2028 will drive demand for standardized pre-prepared foods in the B2B market [10] - Changing consumer demographics are fostering a demand for convenient cooking options, which will boost C2C pre-prepared food consumption [10] - Improvements in cold chain logistics will reduce transportation costs and losses, expanding the market reach for pre-prepared foods [10]

Group 1 - The total market value of Nvidia approaches $4.5 trillion following a significant investment commitment of up to $100 billion from Nvidia to OpenAI, marking Nvidia's largest investment to date [15][16] - The stock price of Nvidia surged nearly 4%, reaching a historical high due to the positive news surrounding the partnership with OpenAI [15] - OpenAI is reportedly seeking to lease rather than purchase Nvidia's AI chips as part of their collaboration [16] Group 2 - The Shanghai Green捷 company is under investigation for allegedly concealing food safety information, with relevant personnel being controlled by law enforcement [5][6] - The company has publicly apologized to affected students and parents and is cooperating with authorities [6] - The incident involved the discovery of insects in shrimp delivered to a school, leading to a cover-up regarding the true nature of the issue [5] Group 3 - BOSS Zhipin has banned 2,000 accounts as part of a crackdown on inappropriate job postings and sexual harassment in recruitment [3] - The platform has initiated a reporting mechanism for companies involved in serious violations, ensuring accountability [3] Group 4 - McDonald's China plans to invest over 400 million yuan in talent training and development over the next three years, focusing on upgrading its Hamburger University [17] - The initiative aims to incorporate AI tools and personalized learning paths to enhance training for nearly 10,000 trainees [17] Group 5 - Xiaomi's new series, the Xiaomi 17, is fully compatible with the 100W PPS universal charging protocol, marking a significant update in their product line [8] - The company emphasizes the "epic update" of the Xiaomi 17 series, showcasing advancements in charging technology [8]

Group 1: New Technologies and Market Developments - New Stone announced the delivery of its 10,000th unmanned delivery vehicle, marking the world's first fleet of this scale and indicating a significant shift from technology validation to large-scale commercialization in the unmanned delivery industry [1] - New Stone's achievement demonstrates the reliability of technology and commercial viability, significantly reducing costs through scale, providing a model for industry profitability [1] - The competition in the industry is now focused on road rights and cost, with New Stone leading due to its advantages in road rights across hundreds of cities and a cost of around 70,000 yuan, although competitors like Momo and Jiushi have achieved lower pricing [1] Group 2: Consumer Trust and Market Competition - Luo Yonghao announced plans to evaluate pre-packaged meals available on the market, emphasizing a neutral stance by not engaging in live commerce, which could enhance consumer trust in the industry [2] - This initiative comes at a critical time for the industry, potentially pushing companies to strengthen quality control and shifting competition from price wars to brand trust [2] Group 3: Pricing Strategies in the Aesthetic Medicine Market - New Oxygen launched the "Miracle Youth Needle 3.0" at a price of 2,999 yuan, aiming to address high prices and rampant black market practices in the aesthetic medicine sector [3] - This move targets the issue of inflated prices in the market, potentially leading to a more rational pricing system, although it may also trigger price wars and increase market competition [3] Group 4: E-commerce and Brand Expansion - Alibaba's AliExpress launched the "Super Brand Going Global Plan," aiming to achieve higher sales at half the cost of Amazon, directly challenging Amazon's dominance in the mid-to-high-end brand market [4] - In the first half of the year, AliExpress saw a 70% year-on-year increase in new brands, with over 500 brands doubling their sales and more than 2,000 brands exploring new overseas markets [4] - This initiative signifies a shift from a focus on cost-effectiveness to targeting the mid-to-high-end market, reshaping the landscape of cross-border e-commerce and prompting a shift towards refined operations and cost control [4]

Core Viewpoint - The article discusses the rapid growth and acceptance of the prepared food industry in China, highlighting the success of Anjii Foods as a leading player in this market despite negative perceptions surrounding pre-prepared meals [11][30]. Group 1: Industry Background - The prepared food industry is thriving, with Anjii Foods emerging as a dominant player, achieving revenue growth from 3.4 billion in 2017 to 15.1 billion in 2022 [28]. - The industry has its roots in Zhengzhou, where significant companies like Sanquan and Si mian originated, establishing a strong foundation for the prepared food market [19][17]. - Anjii Foods strategically avoided direct competition with established brands by focusing on less prioritized food categories and leveraging regional distribution channels [21][24]. Group 2: Consumer Behavior - Despite a growing trend towards freshly cooked meals, consumer demand for prepared foods remains strong, with Anjii's prepared food revenue share increasing from 28% to 31% in 2023 [40]. - The company capitalizes on consumer preferences by offering low-priced, high-quality prepared meals, which resonate well with the market [42][44]. - Anjii Foods has successfully identified and produced popular dishes, adapting to regional tastes and preferences, thus enhancing its market appeal [48][50]. Group 3: Market Dynamics - Controversies surrounding prepared foods have paradoxically benefited companies like Anjii, as public discussions lead to increased awareness and acceptance of the category [60][62]. - The upcoming national standards for prepared foods are expected to further legitimize the industry, potentially boosting market growth [61][64]. - Anjii Foods is also exploring international markets, aiming to address challenges like chef shortages and standardization in overseas Chinese cuisine [64][65].

本文来自微信公众号：太阳照常升起 （ID：The_sun_also_rise），作者：慕峰，题图来自：AI生成 网络吵架最无聊的一点，就是各种极化思维。比如，你讲美食与烟火的关系，就有人出来讲，夫妻店菜 洗不干净、肉不卫生，冷冻菜和预制菜更卫生；又比如，你讲微波炉热菜很难吃，他就出来讲，商场里 不让用明火；再比如，你讲预制菜不应该那么贵，他就讲，你看日料也是预制的，日料也很贵。真不知 道日本哪家的和牛、飞騨牛是预制的，你自己就吉野家的价格当然也没人会说什么。 这种小学生吵架的思维不可能改变食客的选择。逻辑非常简单，如果在商场吃的都是预制菜，那食客为 什么要去商场吃呢？买回家吃不就好了吗？为什么点外卖呢？买回家自己微波炉不就好了吗？不但省 钱，还可以让滚烫的预制餐食不用在塑料盒里待很久，增加额外的风险，对不对？ 作者小时候父母都会讲，不要把开水倒在塑料杯里，对身体不好。现在似乎没有这种讲究了，现在的一 次性餐饮塑料盒是不是质量更好了呢？ 老百姓不满意预制菜，说到底，是因为天天在网上看到那些低劣的预制料理包感到十分恶心，你非说预 制菜更干净，那些低劣的料理包算不算预制？你说你的干净，谁来证明？你不是还在争"定义" ...

Market Perspective - The A-share market is experiencing a "slow bull" trend, with high volatility but not reaching the peaks of previous bull markets, indicating room for expansion in the market [4][8][10] - The market's trading indicators show that the current sentiment is not at a boiling point, with growth in trading volume and turnover still below historical highs [8][9] - The report suggests focusing on sectors driven by "policy + profit," particularly in technology and high-end manufacturing, as well as consumer sectors [10][11] Consumer Sector Insights - The rise of the prepared food industry is attributed to technological breakthroughs, the demand for standardized meals from B-end enterprises, and the simplification of cooking needs in the C-end market [4][22][28] - The historical development of prepared foods in the U.S., Japan, and China highlights the importance of logistics, technological advancements, and changing social structures in driving industry growth [23][25][26] High-End Manufacturing Highlights - Rare earth elements are positioned as core resources for high-end manufacturing and strategic emerging industries, with a supply-demand resonance emerging [4][29] - China's rare earth industry is seeing significant revenue growth, with North Rare Earth achieving a revenue of 18.866 billion yuan, a 45.24% year-on-year increase, and a net profit of 931 million yuan, up 1951.52% [29][30] - The global demand for rare earth elements is expected to rise due to green transformation and carbon neutrality goals, further solidifying the strategic position of the rare earth industry [4][35] Hard Technology Outlook - The AI sector continues to show strong growth, particularly in wafer foundry and storage segments, driven by increasing demand for AI applications [4][12][16] - The report notes that the storage sector is experiencing upward momentum, primarily due to the shift towards high-end products like DDR5, while traditional consumer electronics and semiconductors are showing relatively flat performance [4][12][16]