Fast Reading 大大小小的餐厅门外，"现制现炒"的招牌随处可见，但料理包遮遮掩掩仍地出现在餐厅后 厨。 一旦被扣上预制菜的帽子，轻则陷入争议，重则被部分消费者打入冷宫。 01 被嫌弃的预制菜 去年，刘颖在北京一家江西菜馆用餐时，随口问了一句肉丸是怎么做的。老板站在桌旁，认认真真地讲 了十分钟："一定要用梅花肉，用冰水和馅，再用比脸盆还大的盆子来摔打。瓦罐汤要蒸6小时以上，8 小时后再售卖。鸡鸭鹅要先从江西运至河北，早上杀好再进京。" 过去几年，越来越多的预制菜料理包流入成千上万的外卖专门店、快餐店甚至高档餐厅，帮 助经营者扛住房租、人工、原材料这三座大山。 消费者的反对和抵制，一部分是对低质量产品的否定，一部分是预制菜定义模糊带来的误解 ——他们不希望以现炒的价格吃到预制菜。 预制菜，仿佛一座冰山横亘在中国互联网上。 冰山之上，有消费者喊打，有商家避而不谈，"现制现炒"的招牌随处可见。 冰山之下，越来越多的料理包遮遮掩掩地出现在餐厅后厨，国内预制菜市场规模在3年内翻了一番。 在一些消费者的认知中，预制和非预制，已经取代川鲁苏粤闽浙湘徽的菜系之分，超越老字号、连锁 店、街边摊的风格不同，成为最重要的评 ...

Core Viewpoint - The controversy surrounding pre-prepared meals (pre-made dishes) highlights a lack of unified understanding and standards within the industry, which could hinder its healthy development [2][4]. Industry Development - The pre-prepared meal industry has significant growth potential, as emphasized in the 2023 Central Document No. 1, which aims to enhance the standardization and regulation of this sector [4]. - The global pre-prepared meal market is substantial, with the U.S. market projected to reach $47.56 billion by 2024, making it the second-largest globally. Japan's market is also notable, with a scale exceeding 10 trillion yen in the same year [4]. - China currently has the largest pre-prepared meal market, which, despite its late start compared to more mature international markets, is expected to grow rapidly, with projections of surpassing 800 billion yuan by 2025 and reaching approximately 1.5 trillion yuan by 2030 [4]. Issues and Challenges - The development of the pre-prepared meal industry has raised public concerns and controversies, which are considered normal. However, any misleading information or practices that compromise food safety are unacceptable [5][6]. - The recent discussions have led to a consensus that pre-prepared meals should neither be demonized nor overly westernized, and public figures should be cautious with their influence [5]. Regulatory Framework - There is a pressing need to improve standards and regulations to address the controversies surrounding pre-prepared meals. The National Market Supervision Administration and other departments are working on establishing a national food safety standard for pre-prepared meals [7][8]. - The revised Food Safety Law, effective December 1, will focus on specific regulatory aspects, including the transportation of liquid foods, which can also serve as a basis for enhancing regulations related to pre-prepared meals [7][8]. Regulatory Enforcement - The recent notification emphasizes the importance of inspecting the quality and safety measures in the production and distribution of pre-prepared meals, as well as ensuring transparency for consumers regarding their choices [8]. - Addressing these regulatory aspects is crucial for alleviating public concerns and disputes regarding pre-prepared meals [8].

Core Viewpoint - The article discusses the ongoing debate surrounding the pre-prepared food industry, highlighting the lack of unified understanding and standards, which hinders healthy development of the industry [2][4][9]. Group 1: Industry Development - The pre-prepared food industry has significant growth potential, as emphasized in the 2023 Central Document No. 1, which aims to enhance the standardization and regulation of the industry [4]. - The global pre-prepared food market is substantial, with the U.S. market projected to reach $47.56 billion by 2024, making it the second-largest globally. Japan's market is also notable, with a scale exceeding 10 trillion yen and 24% of working adults relying on pre-prepared foods [5]. - China's pre-prepared food industry, despite starting later than its international counterparts, is rapidly expanding, with projections indicating a market size exceeding 800 billion yuan by 2025 and potentially reaching 1.5 trillion yuan by 2030 [5]. Group 2: Regulatory and Standardization Issues - There is a pressing need to improve standards and regulations to address the controversies surrounding pre-prepared foods. The National Market Supervision Administration and other departments are working on establishing national safety standards for pre-prepared foods [7]. - The revised Food Safety Law, effective December 1, 2023, will focus on specific regulatory aspects, including the transportation of liquid foods, which can serve as a critical point for enhancing regulations in the pre-prepared food sector [7]. - Strengthening oversight is essential to ensure compliance with existing regulations, particularly in areas such as quality control during production and transportation, as well as ensuring consumer rights to information and choice [8].

Group 1 - The core economic data for August will be released by the National Bureau of Statistics of China, including residential sales prices and industrial output [2][3] - The 2025 World Energy Storage Conference will be held in Ningde, Fujian [2][3] - The U.S. Federal Open Market Committee (FOMC) will announce its interest rate decision this week [2][3] Group 2 - A total of 42 companies in the Shanghai and Shenzhen stock markets will have their restricted shares unlocked this week, amounting to 3.257 billion shares with a total market value exceeding 89.7 billion yuan [3][4] - The top three companies by market value of unlocked shares are: Weigao Medical (15.943 billion yuan), Softcom Power (15.046 billion yuan), and Kangguan Technology (10.590 billion yuan) [3][4] Group 3 - The State Internet Information Office is soliciting opinions to encourage financial institutions to explore the use of digital RMB for cross-border payments [5] - The State Council is promoting innovation in biomedical technology and accelerating the application of research results [6] - Eight departments aim for automobile sales to reach approximately 32.3 million units in 2025, with a target growth of about 3% [7] - The plan includes promoting the industrial application of intelligent connected vehicles and approving L3-level vehicle production [8] Group 4 - The National Health Commission has passed a draft national standard for pre-prepared food safety, which will soon be open for public consultation [9] - The People's Bank of China reported that the broad money supply (M2) reached 331.98 trillion yuan at the end of August, with a year-on-year growth of 8.8% [9] Group 5 - The Ministry of Commerce announced an anti-discrimination investigation into U.S. measures related to integrated circuits starting September 13, 2025 [11] - An anti-dumping investigation will also be initiated for imported related analog chips from the U.S. starting September 13, 2025 [12] Group 6 - Four new stocks will be available for subscription this week, including one from the main board and three from the ChiNext [14][15] - The subscription details include: United Power (12.48 yuan), Jianfa Zhixin (1 yuan), Ruili Kemi (1 yuan), and Yunhan Xincheng (1 yuan) [15] Group 7 - Short-term market trends indicate a potential structural performance that may outperform the overall market, with a focus on sectors like TMT and electric equipment [16][19] - The A-share market is expected to maintain a recovery trend, with specific attention to high-growth technology sectors and consumer segments [18][19]

Economic and Trade Relations - China and the US held talks in Madrid regarding economic and trade issues on September 14 [2] - A survey by Freightos indicated that nearly half of the 336 small and medium-sized enterprises in the US reported a cost increase of over 20% due to the government's global tariff threats [3] Investment Policies - New policies to promote private investment are being developed, which will set minimum participation ratios for private capital in major projects in sectors like railways, nuclear power, and oil and gas pipelines [7] Demographics - Japan's elderly population (aged 65 and above) reached 36.19 million, accounting for 29.4% of the total population, marking a historical high [8] - The number of employed individuals aged 65 and above is projected to reach 9.3 million in 2024, representing 13.7% of the total workforce [9] Industry Developments - The draft national standard for pre-prepared food safety is set to be publicly solicited for opinions, marking a significant step towards regulation in the pre-prepared food industry [13][15] - Midea Group responded to allegations of excessive working hours and unpaid wages, asserting that the claims were unfounded and that the employee's salary had been settled [21] Corporate Strategies - BYD's CEO Wang Chuanfu expressed ambitions to produce 10 million vehicles annually by 2028, aiming to surpass Toyota in global automotive production [30] - Tesla's CEO Elon Musk announced plans for the large-scale deployment of FSD V14 by the end of 2025 and the mass production of the Optimus robot by the end of 2025, highlighting significant advancements in AI and robotics [31]

Group 1 - The US and China held discussions in Spain regarding trade issues [1] - The Ministry of Commerce initiated anti-dumping investigations on imported simulation chips from the US and launched anti-discrimination investigations related to US measures in the integrated circuit sector [1] - The People's Bank of China reported an increase of 13.46 trillion yuan in RMB loans over the first eight months, with a cumulative social financing scale increase of 26.56 trillion yuan [1] Group 2 - The People's Bank of China announced a 600 billion yuan reverse repurchase operation scheduled for September 15 [1] - A national standard draft for pre-prepared dishes in restaurants has been approved and will soon be open for public consultation [1] - The automotive industry aims for a sales target of approximately 32.3 million vehicles this year [1] Group 3 - The Federal Reserve's interest rate meeting is scheduled for September 16-17 [1]

Core Viewpoint - The article presents a nuanced perspective on the pre-prepared meal industry, highlighting its potential benefits while acknowledging public skepticism and cultural resistance towards industrialized food products [1][6][23]. Group 1: Industry Benefits - The pre-prepared meal industry can benefit all participants in the supply chain, including consumers, by providing stable demand for agricultural products and reducing waste through local processing [8]. - The industry facilitates restaurant expansion and addresses employment issues by allowing for standardized processes that require less specialized skills, thus creating more job opportunities [9][10]. - For busy urban consumers, pre-prepared meals offer a convenient solution for quick, quality dining, especially during hectic evenings [11]. Group 2: Cultural and Psychological Resistance - Public distrust towards pre-prepared meals stems from a lack of transparency in production processes, leading to a psychological barrier against industrialized food [15][19]. - The cultural significance of home-cooked meals and the sensory experience associated with traditional cooking methods contribute to skepticism towards pre-prepared options [18][23]. - Historical food safety issues in China have exacerbated distrust in industrial food products, making pre-prepared meals a target for broader concerns about food safety and quality [19][21]. Group 3: Market Dynamics - The rapid modernization in China has created a clash between traditional culinary practices and the efficiency-driven pre-prepared meal industry, resulting in cultural shock and resistance [21]. - The availability of fresh produce at low costs in urban markets presents a direct challenge to the pre-prepared meal market, as consumers may question the value of paying more for convenience [22]. - The article emphasizes the need for consumers to critically evaluate the transparency, standards, and pricing of pre-prepared meals rather than relying on emotional responses [30].

Core Viewpoint - The conflict between Luo Yonghao and Xibei escalated unexpectedly, moving from a discussion about "pre-made dishes" to a more personal and public confrontation, highlighting issues of transparency and consumer trust in the food industry [2][4][10]. Group 1: Conflict Escalation - Luo Yonghao's initial expectation was that the conflict with Xibei over "pre-made dishes" would settle down, but it intensified after Xibei's founder, Jia Guolong, made a controversial statement referring to Luo as a "network black mouth" and "network black society" [4][6]. - Luo responded strongly, indicating that the matter could not be resolved amicably and suggesting a complete break with friends who attempt to mediate [8]. - The situation was further inflamed by Luo's live broadcast comments, drawing parallels to his past grievances with Siemens, indicating a deep-seated frustration with perceived injustices [10][12]. Group 2: Industry and Consumer Trust - Xinhua News Agency published an article emphasizing the importance of consumer rights and the need for transparency in the discussion surrounding "pre-made dishes," suggesting that the industry should focus on improving food quality [14]. - The People's Daily highlighted that the real challenge for "pre-made dishes" lies not in technology but in establishing trust with consumers, advocating for a rational and constructive dialogue to enhance industry standards and consumer choices [15].

Core Viewpoint - The public debate initiated by internet celebrity Luo Yonghao regarding the pre-prepared food industry has highlighted the necessity for standardized regulations in China's pre-prepared food market, which is projected to reach a scale of 4.85 trillion yuan in 2024, reflecting a year-on-year growth of 33.8% [3][4][5]. Industry Overview - The pre-prepared food industry is not inherently negative but is a natural trend in modern food production, with many international fast-food chains already utilizing pre-prepared meals on a large scale [3][4]. - The lack of a national standard for pre-prepared food in China is a significant issue, despite the existence of local and industry-specific standards [4][5]. Regulatory Developments - In March 2024, a joint notice from six government departments provided a definition and scope for pre-prepared food, addressing public confusion about the category [4][5]. - The notice serves as a guiding document rather than a binding national standard, indicating the need for a comprehensive and enforceable national standard to ensure food safety and consumer rights [4][5]. Consumer Concerns - Public opposition to pre-prepared food often stems from concerns over safety and transparency rather than the concept itself, highlighting the need for clear standards and regulations [4][5]. - The call for transparency in the pre-prepared food sector includes demands for restaurants to disclose the use of such products, which is seen as a fundamental consumer right [5][6]. Future Directions - The development of a mandatory national standard for pre-prepared food is essential for the industry's long-term growth, as it would impose legal accountability on food service providers [5][6]. - The recent public debate has increased awareness and demand for standards in the pre-prepared food sector, creating a conducive environment for future discussions and regulations [6].

Core Viewpoint - The controversy between internet celebrity Luo Yonghao and the restaurant brand Xibei has sparked a broader discussion about the development of pre-prepared dishes in the food industry, raising questions about consumer needs and industry standards [2][3]. Industry Overview - The pre-prepared dish market in China is projected to reach a scale of 485 billion yuan in 2024, reflecting a year-on-year growth of 33.8%, indicating a strong upward trend [2]. - The development of pre-prepared dishes has been incorporated into relevant industrial policies, emphasizing the need for safe and reliable growth in this sector [2]. Regulatory Framework - A significant issue in the pre-prepared dish industry is the lack of national standards, which has led to consumer concerns about food safety and transparency [3][4]. - In March 2024, a notification was issued by six departments, providing a definition and scope for pre-prepared dishes at the national level, addressing long-standing public confusion [2][3]. Standardization Needs - The notification serves as a guiding document rather than a binding national standard, highlighting the necessity for a comprehensive and enforceable national standard to ensure food safety and consumer rights [3][4]. - The establishment of a mandatory national standard would impose legal consequences for non-compliance, thereby enhancing regulatory effectiveness [4]. Consumer Rights - There is a growing demand for transparency regarding pre-prepared dishes, with calls for restaurants to disclose the use of such products to protect consumer rights [4][5]. - The previous notification has already emphasized the importance of promoting transparency in the use of pre-prepared dishes within the restaurant sector [4]. Industry Development - The development of pre-prepared dishes is expected to undergo a gradual process, requiring a balanced and objective perspective from the public to facilitate its growth [5]. - A draft for the national food safety standard for pre-prepared dishes has recently passed review and is set to be opened for public consultation, indicating progress in regulatory efforts [5]. Public Discourse - The recent debates surrounding pre-prepared dishes have heightened public awareness and demand for relevant standards, fostering a more robust discussion environment for future regulations [5].