每经AI快讯，1月16日消息，贾国龙日前接受记者采访时表示，预计2025年9月至2026年3月，西贝累计 亏损将超6亿元。西贝将在一季度陆续关闭全国102家门店，占门店总数的30%。（上证报） （文章来源：每日经济新闻） ...

今晚（1月16日），南都N视频记者从罗永浩方面相关人士处获悉，罗永浩以及贾国龙双方微博账号， 均被禁言。 微博方面表示，网络名人账号因个人争端和利益冲突等原因，策划或组织网上论战骂战、线下约架，攻 击竞争对手，挑起网络戾气，占用公共资源。 据南都此前报道，近日，西贝确认将关闭全国102家门店。此前，企业与罗永浩的"预制菜之争"余波不 断。今天（16日）下午，罗永浩发长文称，"这辈子没见过一个企业没犯别的错误，仅仅是因为被黑， 就能倒闭的。"随后，西贝创始人贾国龙公开发声，"今晚10点，将就罗永浩对西贝的重大污蔑诽谤一一 全面回应。" 今天（16日）21时33分，认证为内蒙古西贝餐饮集团有限公司的微博账号@西贝人心声发布微博称： "我是贾国龙。现在还没到十点。我在这里，做出全面回应。这是第一篇。" "自去年9月10日至今，我本人和公司所有员工，没有针对罗永浩报过一次警，这些年西贝依法纳税合法 经营，从来没搞过任何蝇营狗苟之事。" "我妻子张丽平报的唯一一次警，是我全家被人肉，连不到五岁的小孙女信息都被挖出来，妻子到香山 派出所报警。" 采写：南都N视频记者 彭雨欣 整合：南都官微运营部 南方都市报（nddail ...

Core Viewpoint - The company, represented by its leader, strongly denies any allegations made by Luo Yonghao, asserting that it has operated legally and ethically, and emphasizes the harm caused by false accusations [1][2][8]. Group 1: Allegations and Responses - The company has not reported any incidents involving Luo Yonghao to authorities since September 10 of the previous year, and has maintained lawful operations without engaging in any unethical practices [1][2][8]. - The only police report filed by the leader's wife was due to personal threats, including the exposure of their young granddaughter's information, which led to a police visit [1][2][8]. - The leader accuses Luo Yonghao of inciting public outrage and damaging the company's reputation through unfounded claims, which have resulted in harassment of the company's staff [2][8]. Group 2: Call for Accountability - The leader demands that Luo Yonghao clarify his accusations and is willing to go to government authorities to verify the claims made against him [3][9]. - If no evidence is found to support Luo's allegations, the leader insists that an apology should be issued to the public and the police [4][10]. - The leader expresses disbelief that a public figure can freely incite public sentiment against a business and government without accountability [4][10].

Core Viewpoint - The company Xibei is facing significant challenges as it plans to close 102 stores, approximately 30% of its total locations, due to a 50% year-on-year decline in business since January [3][4]. Group 1: Store Closures and Financial Impact - The closure of 102 stores is a response to a drastic drop in customer traffic, which is currently at only 40% of normal levels [5][6]. - This decision is expected to result in the layoff of around 4,000 employees, although the company has committed to paying their salaries and addressing customer concerns regarding stored value cards [4][5]. - The majority of the stores being closed are located in first- and second-tier cities, with Shanghai having the highest number of closures at 19, followed by Beijing with 10 [5]. Group 2: Management Response and Strategies - The CEO, Jia Guolong, has been actively involved in efforts to revive the business, including issuing over one million vouchers and implementing price reductions of nearly 20% on over 40 dishes [6]. - Since September, the company has increased salaries for frontline employees by an average of 500 yuan per month and introduced a compensation scheme for those facing online harassment [6]. - Despite these efforts, the company has reported losses exceeding 500 million yuan, indicating the severity of the situation [6]. Group 3: Historical Context and Future Outlook - In 2024, Xibei had nearly 400 stores and generated annual revenue of 6 billion yuan, with an average revenue of 15 million yuan per store [6]. - The current crisis is a stark contrast to the company's previous success, highlighting the unpredictable nature of the business environment [6]. - Jia Guolong's reflections on the challenges suggest a belief that adversity can lead to future growth, although the immediate outlook remains grim [6].

Core Viewpoint - Xibei has announced the closure of over 100 stores in China, which has sparked market attention and renewed a public dispute between its founder, Jia Guolong, and entrepreneur Luo Yonghao [1][2][3] Group 1: Store Closures - Xibei plans to close 102 stores, affecting approximately 4,000 employees, which represents about 30% of its total outlets [2][3][5] - The closures are concentrated in high-rent cities, with Shanghai having the most closures at 19, followed by Beijing (10), Shenzhen (8), and Guangzhou (5) [3][5] - The closure strategy includes various recommendations for different stores, such as "close," "early closure," "close upon contract expiration," and "discuss rent reduction" [3][5] Group 2: Company Response and Commitments - Jia Guolong has made three commitments regarding the aftermath of the closures: ensuring that departing employees receive their full wages, allowing customers to use or refund their stored value cards, and fulfilling New Year's Eve meal orders despite potential losses [3][5] - Jia has publicly clarified his personal asset situation, stating he has no other assets outside of Xibei and emphasizes his commitment to the brand [5] Group 3: Public Relations and Management Changes - Following the closure announcement, Xibei's public relations vice president, Song Xuan, announced his departure, citing personal development reasons and acknowledging the pressure he faced during recent events [5][9] - Jia Guolong defended Song Xuan, stating that all decisions were made by him and not influenced by external parties [9] Group 4: Background and Challenges - The recent turmoil for Xibei began with a controversy over the use of pre-prepared dishes, which led to a significant decline in customer trust and sales, with a reported 50% year-on-year drop in January 2026 [10][12] - Despite initial denials and a strong response to the allegations, Xibei's management later softened their stance, issuing apologies and implementing measures to regain customer confidence [10][11]

罗永浩回应"西贝关店"！贾国龙：10点见！ 来源：证券时报网 编辑：张嘉怡 广告等商务合作，请点击这里 1月16日午后，罗永浩对该事件发文，他认为没有一家企业仅仅因为被黑就能倒闭。罗永浩称："锤子科 技做了五年，集中被黑就有足足四年。锤子科技是被我做倒闭的，后期上千名同事的团队被裁、被转 让，都是我的原因，跟被黑没什么关系。我这辈子也没有见过一个企业没犯别的错误，仅仅是因为被 黑，就能倒闭的。" 随后，西贝餐饮创始人贾国龙在微博发文称，将于今晚10点将就罗永浩对西贝的重大污蔑诽谤一一全面 回应。"在回应前，请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友(你总不能说自己是刚 知道的吧)，给西贝，给无数宝妈，给全国餐饮业造成的危害，认真道歉，并赔偿相应损失。" 回溯该事件，2025年9月，西贝遭遇"预制菜风波"，贾国龙称之为自西贝成立以来最大的一次外部危 机。风波源于罗永浩的一条吐槽微博，他称和朋友吃了一顿西贝，但"几乎全都是预制菜，还那么贵"。 此后，西贝创始人、CEO贾国龙表示，西贝门店没有一道是预制菜，并在接受媒体采访时表示，一定会 起诉罗永浩，旗下餐厅还将推出"罗永浩套餐"。由此，双方你来我往的争 ...

Regulatory Actions - The China Securities Regulatory Commission (CSRC) emphasizes the need to prevent significant market fluctuations and strengthen market monitoring and regulation to maintain stability [1] - The Shanghai and Shenzhen Stock Exchanges have raised the minimum margin requirement for margin trading from 80% to 100% to reduce leverage and protect investors' rights [2] Automotive Industry - The Ministry of Industry and Information Technology, along with other regulatory bodies, has called for an end to disorderly price wars in the electric vehicle sector to promote fair competition [2] Commodity Market - Silver has surpassed Nvidia to become the second most valuable asset globally, with a market capitalization exceeding $5 trillion, driven by a cumulative price increase of over 200% in the past five years [2] Company Developments - Alibaba's Qianwen has launched an "AI Life Assistant" with over 400 functions, marking a transition into the "AI service era" [3] - TSMC plans to significantly increase its capital expenditure over the next three years, with 2026 spending projected between $52 billion and $56 billion, a potential increase of up to 36.92% year-on-year [3] - Xibei will close 102 stores, accounting for approximately 30% of its total, following significant losses exceeding 500 million yuan since a controversy last year [4] - Ctrip Group is under investigation for alleged monopolistic practices, including unauthorized price modifications that have led to consumer price discrimination [4] Fund Market - The first commodity ETF in China has surpassed 100 billion yuan in size, with the Huaan Gold ETF reaching 100.76 billion yuan [5] - The total size of cross-border ETFs in China has exceeded 1 trillion yuan, driven by strong performance in overseas markets [5][6] - Public fund issuance has accelerated in 2026, with 78 new funds launched, particularly in the FOF category, which has seen strong fundraising capabilities [6] IPO Activities - Yuanji Food has submitted an IPO application in Hong Kong, with over 4,200 stores globally and a compound annual growth rate of 44.7% in store openings from 2023 to 2025 [7] - Shangmi Technology has filed for an IPO in Hong Kong, with significant backing from major shareholders including Ant Group, Meituan, and Xiaomi [8]

Group 1 - Xibei's Vice President has resigned, and 102 stores will close nationwide, affecting approximately 4,000 employees, due to previous losses exceeding 500 million [2][7] - Central University of Finance and Economics' He Qiang warns of excessive speculation in the stock market, suggesting regulatory measures to prevent a "crazy bull" market [2][7] - Muyuan Foods expects a net profit of 15.1 to 16.1 billion yuan for 2025, with a significant reduction in production costs and plans for international expansion [2][7] Group 2 - Some brokerage firms face a shortage of margin trading quotas, leading to a potential slowdown in leveraged investments as the financing balance exceeds 2.6 trillion yuan [3][8] - Nvidia has lowered its copper demand forecast from 500,000 tons to 200 tons, causing a nearly 3% drop in copper prices, indicating a shift in market expectations [3][8] - A-shares show three signals indicating a cooling market, with a focus on maintaining a "slow bull" market through regulatory actions [3][8] Group 3 - Brain-computer interface company NaoHu Technology has begun construction of a "super factory," indicating a move towards large-scale production in the sector, with related stocks seeing increased investment [4][9] - The China Securities Regulatory Commission has outlined tasks for 2026, focusing on market stability, regulatory enforcement, and promoting company development [4][10] - CITIC Securities predicts an influx of 1.5 trillion yuan in new capital for A-shares in 2026, supporting a slow bull market [4][10] Group 4 - Multiple A-share companies have reported positive earnings forecasts for 2025, with SAIC Motor expected to see a profit increase of 438% to 558%, reflecting a recovery in industry conditions [5][10]

2026.01. 16 此外，上海三林店工作人员表示目前不会关闭，上海东方路店也表示没有接到关店通知。 上海打浦桥日月光店相关人员则对记者透露，本店不会关闭，但是上海漕宝路日月光店、上海大华虎 城店已经在本月初关闭。记者在本地生活app看见，上述两家店确实已经呈"歇业关闭"状态。 贾国龙在朋友圈表示，这次关闭的102家门店在一季度陆续完成，所有不得不离职的员工，工资一分 钱不会差。所有顾客储值卡随时可用在其他门店，想退卡的立刻就可以退。 1月16日，罗永浩在微博上回应西贝事件。对于西贝是"预制菜"的质疑，他称："冷冻西蓝花成本确 实更高，所以西蓝花的问题在某种程度上是冤枉的，其他的基本都不冤，甚至不能算'黑'，因为他家 大部分就是预制菜！" 本文字数：675，阅读时长大约1.5分钟 作者 | 第一财经 揭书宜 西贝已经开始关闭门店了。 近日，西贝创始人贾国龙在朋友圈证实，西贝将一次性关闭全国102家门店，占门店总数的30%。 1月16日下午，第一财经记者在西贝上海成山路巴黎春天店看见，门店大约有40%-50%的上座率， 运营状态正常。下午16时之后，门店又陆陆续续迎来吃晚餐的顾客。对于是否有可能闭店，上海成 ...

Group 1 - Xibei has confirmed the closure of 102 stores nationwide, which accounts for 30% of its total store count [1] - The closures are set to be completed in the first quarter, with all affected employees guaranteed to receive their full wages [3] - Customers with stored value cards can use them at other locations or request refunds immediately [3] Group 2 - Some stores, such as the Shanghai Sanlin store and Shanghai Dongfang Road store, have not received closure notifications, while others have already closed [3] - Founder Jia Guolong plans to respond to allegations regarding Xibei's use of pre-prepared dishes, particularly in relation to frozen broccoli [3]