Group 1 - Jiangsu Province will suspend the automobile replacement subsidy policy effective from September 28, 2025, with consumers needing to submit applications by October 20, 2025, for purchases made before the suspension [4] - Five Star Zhai, known as the "first stock of rice dumplings," has initiated preparations for a Hong Kong listing, despite facing a decline in revenue by 18.64% to 1.579 billion yuan in 2024 [5] - Shanghai Future Industry Fund has successfully expanded its scale from 10 billion yuan to 15 billion yuan, focusing on disruptive innovation and early-stage investments in cutting-edge technologies [5] Group 2 - Guangzhou has released new regulations for housing provident fund withdrawals, allowing contributors to withdraw funds for purchasing various types of housing and for old elevator renovations [3] - The U.S. Federal Reserve has an 87.7% probability of a 25 basis point rate cut in October, indicating potential shifts in monetary policy that could impact investment strategies [4]

Core Insights - The founder of Xibei Catering, Jia Guolong, has cleared multiple social media accounts, raising concerns about the company's current status and public relations efforts [3][5][9] - Xibei's annual revenue is reported to be 6.2 billion [3] Group 1 - Multiple social media accounts associated with Xibei, including "Xibei Xiaomian Village Official Flagship Store" and "Xibei Official Release," show no content available [3][5] - Jia Guolong's social media presence has been significantly reduced, with only one public video remaining, which discusses the growth history of Xibei [3] - The company has faced backlash for its recent public relations efforts, including a controversial article that was criticized and subsequently deleted [9] Group 2 - Customer service representatives at Xibei were unaware of the situation regarding the cleared social media accounts [5] - The official Weibo account of Jia Guolong remains active, with the last post being a New Year greeting [3] - Previous content from Xibei's official accounts has been criticized for being overly theatrical and has also been deleted [9]

西贝和罗永浩的口水仗硝烟还未散去，西贝的公关公司还在网络上打扫战场，试图证明自己才是笑到了 最后的赢家。 但其实笑到最后的，永远都是冷眼旁观的路人们——每天都有西贝公关的最新神迹被摆到大家面前，仿 佛赶到事发地点的救援队，本来是要去救人的，结果踩响了新的地雷，于是大家一起倒地躺尸，绝望地 等待下一波救援。 就这样循环往复，事件的结束恐怕只能等待当事方的弹尽粮绝，才能偃旗息鼓。所谓生命不息，作死不 止，这就是老登们信奉的"人定胜天"所体现出的信念力。 说实话，像西贝这样登味儿十足的企业，这次是借了老罗的光，终于被摆在网络上展览示众。吃瓜群众 们之所以敢笑得那么大声，是因为自己并非西贝的员工，甚至只要兜里还有21块人民币，就是西贝的潜 在消费者。 以消费者的身份来品鉴下老登们的"怪奇行为"大赏是不需要有任何顾忌的。可西贝的现任员工有敢笑出 声的吗？你看西贝员工接受采访时那闪烁的眼神，仔细看你就能读出很多东西。所以底层群众只能交叉 嘲笑，并不能垂直起降，这也是大家多年职场生涯累积的生存经验。 其实，如果单要赏鉴登味儿，别的行业我不知道，车圈肯定是俯拾皆是的。本来嘛，登味儿是和资产权 力成正比，和消费者的普遍认知成反 ...

Core Viewpoint - The recent actions of Xibei Catering Group's founder, Jia Guolong, to clear his social media accounts come in the wake of a public relations crisis related to the company's use of pre-packaged food and other controversies [1][3]. Group 1: Public Relations Crisis - Xibei faced backlash after a public comment by Luo Yonghao criticized the high prices of their pre-packaged dishes, leading to Jia's initial denial and threats of legal action [3]. - Following the opening of their kitchen to the public, issues such as the accumulation of frozen ingredients and the use of genetically modified soybean oil were revealed, further intensifying public scrutiny [3]. - Content published by Xibei, including articles and videos, was criticized for being overly sentimental and perceived as deliberate marketing ploys, leading to negative public reactions [3][4]. Group 2: Legal Actions and Consumer Rights - A long-time customer and lawyer filed a lawsuit against Xibei for alleged false advertising and violation of consumer rights, aiming to promote better food safety legislation in China [4]. - The lawsuit highlights concerns over Xibei's marketing practices and the need for more stringent regulations to protect consumer health and safety [4]. Group 3: Social Media Strategy - Xibei attempted to improve its image through emotional storytelling in videos, but these efforts were met with skepticism and ridicule from the public [4]. - The company's official customer service stated that the removal of certain content was due to online harassment faced by customers and employees [4].

Core Viewpoint - The recent controversy surrounding Xibei's promotional video, which features a bizarre story about a customer offering a house in exchange for soup, has sparked widespread criticism and raised questions about the company's marketing practices and authenticity [1][3][4]. Group 1: Incident Overview - A video from over 20 years ago resurfaced, where a Xibei manager recounts a story about a customer who offered to give her a house in Beijing for a bowl of soup [1]. - The manager, Liu, was only 15 years old when she started working at Xibei, leading to accusations of child labor and skepticism about the customer's true intentions [3]. Group 2: Public Reaction - The public has reacted negatively to Xibei's marketing tactics, with many finding the stories unbelievable and questioning the company's integrity [3][4]. - There are calls for regulatory bodies to investigate Xibei for potential false advertising, as the company's claims seem to mislead consumers [4]. Group 3: Company Image and Marketing Strategy - Xibei's recent marketing campaigns, including emotional stories about children and food, have been criticized for being overly dramatic and lacking authenticity [3]. - The company appears to be out of touch with consumer expectations, focusing on sensational narratives rather than the quality of its food [4].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月中旬以来，因为预制菜之争，西贝餐饮和贾国龙被推上风口浪尖。 网络大V罗永浩9月10日在社交账号发文称，自己和同事去西贝吃饭，"发现几乎全都是预制菜，还那么 贵"，"希望国家尽早推动立法，强制饭馆注明是否用了预制菜"。随后，"罗永浩吐槽西贝预制菜"等话 题引发大量关注。此后几天，贾国龙和罗永浩之间掀起多轮"论战"。 9月14日晚间，贾国龙在某个行业群内的言论截图流出。他表示："我应对方式有错，改。做饭的围着吃 饭的转，你说咋好就咋办"，"西贝从今以后打明牌，做一个透明的西贝，彻彻底底向胖东来学习"。据 红星资本局了解，上述截图属实。 同日晚，罗永浩发文称，自己看到了上述截图被截掉的后面内容。其贴出的截图显示，贾国龙在上述言 论中称，"罗永浩是网络黑嘴"等。该截图也是贾国龙最后一次被曝出针对此次风波的发言。 9月15日，西贝发布致歉信称，深刻意识到西贝的生产工艺与顾客的期望有较大差异，没有满足顾客的 需求和期待，对此致歉。西贝表示，将尽可能把中央厨房前置加工工艺调整到门店现场加工。2025年10 月1日前，西贝全国门店会陆续完成九项调整 ...

9月28日消息，西贝餐饮创始人贾国龙清空多个社交账号。其中，其视频号和小红书账号目前无作品；抖音账号粉丝12万，目前仅保留了一条发表于2024年9 月30日的视频作品。在该视频中，贾国龙谈及西贝餐饮成长史，称公司年营收达62亿。 此外，近日，西贝的两则公关类文章和视频引发关注。9月23日，西贝公众号曾发布文章《7岁的毛毛：我以为我再也吃不到西贝了》，被质疑"煽情炒作"， 随后西贝删除了该文章。"西贝品味早读"还曾发布过一则《我给大爷一碗汤，大爷要送我北京一套房》的视频，引发吐槽，目前也已被删除。 9月中旬以来，因为预制菜之争，西贝餐饮和贾国龙被推上风口浪尖。 网络大V罗永浩9月10日在社交账号发文称，自己和同事去西贝吃饭，"发现几乎全都是预制菜，还那么贵"，"希望国家尽早推动立法，强制饭馆注明是否用 了预制菜"。随后，"罗永浩吐槽西贝预制菜"等话题引发大量关注。此后几天，贾国龙和罗永浩之间掀起多轮"论战"。 9月14日晚间，贾国龙在某个行业群内的言论截图流出。他表示："我应对方式有错，改。做饭的围着吃饭的转，你说咋好就咋办"，"西贝从今以后打明牌， 做一个透明的西贝，彻彻底底向胖东来学习"。据红星资本局了解， ...

专题：专题|罗永浩硬刚预制菜，西贝后厨曝光，创始人贾国龙道歉 9月28日，据东方财经报道，西贝餐饮创始人贾国龙的小红书账号、视频号账号内容已清空。 其抖音账号目前仅保留一条公开视频作品，发布于2024年9月30日，该视频为"大熊专访贾国龙"，涉及 西贝餐饮成长史，称西贝是西北菜领域佼佼者、年营收达62亿。 西贝近日的"温情公关文"引发热议。 9月23日，名为"西贝风味早读"的公众号，发布文章《7岁的毛毛：我以为我再也吃不到西贝了……》。 文章以7岁儿童毛毛的视角，讲述了毛毛从2岁起开始吃西贝，妈妈因为最近的新闻不让毛毛再去，毛毛 哭着、闹着，哪怕妈妈用玩具"诱惑"，也要遵守与西贝的"约定"，最后妈妈想通了"不该因舆论否定这 份信任"。 该文被不少网友质疑，称其是"史诗级拉垮的公关文""禁止煽情炒作"。目前，该文已被删除。 西贝近日因预制菜事件频频登上热搜。 据了解，本次事件由罗永浩9月10日发布的一条微博引发，他称和朋友吃了一顿西贝，但"几乎全都是预 制菜，还那么贵"。随后，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。 贾国龙称，哪怕生意不做了，和罗永浩 ...

Core Viewpoint - The article discusses the recent controversies surrounding Xibei Catering, particularly focusing on the founder's response to allegations of using pre-prepared dishes and the company's subsequent public relations efforts to address customer concerns [9][11][14]. Group 1: Company Background and Financials - Xibei Catering, founded by Jia Guolong, is recognized as a leader in the Northwest cuisine sector, with an annual revenue of 6.2 billion [3]. - The founder's social media presence has been notably reduced, with his Xiaohongshu and video accounts cleared, and only one public video remaining on Douyin [1][3]. Group 2: Recent Controversies - The controversy began with a statement from entrepreneur Luo Yonghao, claiming that Xibei's dishes were mostly pre-prepared and overpriced, which led to a strong rebuttal from Jia Guolong, who insisted that no dishes in Xibei are pre-prepared [11][30]. - Following the backlash, Xibei issued an apology and committed to improving its food preparation processes by transitioning from centralized kitchen operations to on-site cooking in stores by October 1, 2025 [11][22][27]. Group 3: Public Relations Efforts - A public relations article titled "Xibei Flavor Morning Read" was published, portraying a child's emotional connection to the brand, but it faced criticism and was subsequently deleted [9][10]. - The company has acknowledged the gap between its production processes and customer expectations, promising to implement several changes, including using non-GMO soybean oil and preparing children's meals on-site [22][27]. Group 4: Customer Engagement and Future Commitments - Xibei has expressed a commitment to transparency and customer engagement, inviting feedback and suggestions for improvement [28]. - The founder emphasized the importance of customer trust and vowed to uphold high standards of food safety and quality [22][28].

Group 1 - Nordic Aqua Partners (NOAP) secured 300 million RMB funding from two Chinese investment institutions for a 20% stake in its Ningbo subsidiary [1] - The funding will be used for the completion of Phase II and expansion of Phase III of the Ningbo project, increasing annual production capacity of Atlantic salmon from 8,000 tons to 20,000 tons, making it the largest land-based salmon farming project in China [1] - NOAP has reached a preliminary agreement with a banking syndicate led by Bank of China Ningbo Branch for a financing scale of up to 70 million euros to support the Phase III expansion [1] Group 2 - Guangdong Baili Food Co., Ltd. has passed the guidance acceptance for its IPO application, moving closer to listing [3] - Gaode, a subsidiary of Alibaba, announced a waiver of the annual entry fee for all catering businesses for one year, along with various support services [3] - The "Healthy China Salt Reduction Cooking Action" was launched with support from the China Nutrition Society and the introduction of a family salt reduction recipe by the brand Jia Le [4] Group 3 - Wens Foodstuff Group has clarified its plans for the overseas development of its poultry business, organizing a dedicated team to implement these plans [5] - Haitian Flavoring and Food Co., Ltd. received an upgrade to an A-level ESG rating from MSCI, reflecting its commitment to sustainable development practices [5] - Chongqing Muge Biotechnology Co., Ltd. launched new strategic products at the 2025 China Hot Pot Industry Conference, including innovative flavor bases and dry fresh beef oil [5] Group 4 - Sanquan Foods introduced a new product, "Osmanthus Wine Glutinous Rice Cake," which features a unique blend of ingredients and is available for purchase online [5] - Hongjin Foods launched a new crispy bone-stuffed fish cake, designed for convenience and versatility in cooking methods [5] - Poultry product prices have seen significant increases, with some items rising by 100-500 RMB per ton as the holiday season approaches [5] Group 5 - The Argentine government announced a temporary zero tariff on beef and poultry exports until October 31, 2025, with China being a major market for Argentine beef, accounting for 69.7% of total exports [5] - In Northeast China, new corn prices have sharply declined, particularly in Heilongjiang, while prices in Shandong have increased due to reduced supply [5] - CITIC Securities is optimistic about the growth of domestic dairy product deep processing categories, predicting a significant increase in production capacity and demand [5]