Core Viewpoint - The core issue is not the use of pre-prepared dishes by the company, but rather the consumers' right to know about the food they are consuming and the transparency regarding ingredient sourcing [1][5][12] Group 1: Consumer Expectations - Consumers are primarily concerned with understanding whether a dish is freshly made or a pre-prepared item, and they want clarity on the cost versus ingredient quality [5][12] - The company's apology has not adequately addressed the consumers' expectations for transparency and clear communication about food preparation [19][24] Group 2: Company Response - The company has issued a second apology, but the language used has been perceived as dismissive, suggesting that consumer feedback is seen as "harassment" rather than constructive criticism [1][8][22] - The company plans to implement several changes by October 1, 2025, including using non-GMO soybean oil and preparing certain dishes on-site rather than using pre-prepared ingredients [2] Group 3: Trust and Transparency - Trust is built through transparency, and consumers are looking for visible improvements rather than just verbal commitments [19][24] - The company needs to recognize that consumer scrutiny is a reflection of changing expectations in the dining industry, where customers seek assurance about food safety and ingredient sourcing [22][24]

Core Viewpoint - The controversy surrounding the "pre-prepared dishes" debate highlights a significant disconnect between consumer expectations and the practices of contemporary dining establishments, particularly in the case of Xibei Restaurant Group [3][4][5] Consumer Concerns - Consumers are increasingly questioning the value they receive for their money, particularly when they perceive a lack of transparency regarding food preparation methods [4][5] - The expectation of fresh, hand-prepared meals is being challenged by the revelation of pre-prepared items, leading to feelings of deception among consumers [4][5] - The issue of price versus perceived value is central, with consumers willing to pay for high-quality dining experiences but resistant to paying for industrial processes disguised as artisanal cooking [4][5][6] Crisis Management - Xibei's initial response to the controversy was criticized as "disastrous public relations," characterized by confrontational tactics rather than de-escalation [6][8] - The company's attempts to clarify terminology regarding "central kitchen" versus "pre-prepared" dishes failed to resonate with consumer understanding, leading to further ridicule [6][7] - The involvement of the founder in the public dispute exacerbated the situation, turning a brand crisis into a personal image crisis [7][8] Shift in Strategy - Following initial backlash, Xibei appears to be transitioning from a combative stance to a more reflective approach, indicating a willingness to address consumer concerns [8] - Recommendations for effective crisis management include acknowledging mistakes, providing transparent information about food preparation, and inviting consumer participation in product development [9][10][12] - Emphasizing emotional resonance and storytelling in marketing can help bridge the gap between industrial processes and consumer expectations [11][12] Industry Implications - The incident serves as a cautionary tale for businesses about the importance of transparency and consumer trust in the digital age, where information spreads rapidly [13][17] - Companies must adapt to a new paradigm where trust is a quantifiable asset, and transparency is essential for maintaining consumer loyalty [17] - The future of competition in the industry will hinge on the ability to foster trust through open communication and accountability [17]

瑞财经 李兰9月15日，在西贝发布道歉信后，罗永浩发布长文，称将放弃对贾国龙的法律诉讼，放弃十 万元现金奖励西贝内幕。 长文中罗永浩做了如下三个决定： 1.我说过我要发起对贾国龙诽谤污蔑我的法律诉讼，现在决定放弃(除非他再次发出类似的言论); 2.我说过我要提取十万元现金去西贝公司奖励贾国龙为揭露西贝内幕的作出的贡献，这是对一个欺骗公 众的企业家进行讽刺和侮辱的行为，现在决定放弃(除非他再次做出荒谬的言行); 罗永浩表示，西贝官方发了道歉信，但是没跟他个人道歉。贾国龙本人没有再次发声，也没有跟污蔑自 己是"网络黑社会"一事道歉。 "按我过去的性格，一定会跟他们讨要一个公正的说法，即使要为此耗上长期的时间精力。但五十岁 后，我亲眼看到无数我认识的中年人，尤其是取得了一些事业成就的，可以为了所谓的面子做出多愚 蠢、多糟糕、多不顾后果的事。"罗永浩表示，就像这一次的贾国龙，在是非对错完全站不住脚，在客 观事实暴露得千疮百孔，在公众舆论几乎一边倒的情况下，还能嘴硬说出"生意宁可不做"的蠢话，不惜 让自己投入数十年心血的企业，和近两万名员工的岗位面临巨大的风险，这让他备感犹豫。 "我反复权衡之后，决定还是算了。接下来， ...

Group 1 - The topic "Why is Tai Er Sauerkraut Fish not being eaten?" has recently gained attention, sparking discussions about whether it is a pre-prepared dish [1] - A media report on September 14 revealed that at a Tai Er Sauerkraut Fish store in Hangzhou, three dishes were served within 7 minutes, indicating a potential use of pre-prepared ingredients [1] - Customer service stated that many ingredients are freshly made daily, but some are processed in a central kitchen, highlighting a mix of fresh and pre-prepared food [1] Group 2 - Tai Er Sauerkraut Fish's parent company, Jiumaojiu (Guangzhou) Holdings Co., Ltd., was established in May 2019 with a registered capital of 300 million RMB [2] - Jiumaojiu's 2025 semi-annual report indicated a revenue of 2.753 billion RMB in the first half of the year, a year-on-year decline of 10.14%, with net profit down 16.05% [4] - Revenue from Tai Er Sauerkraut Fish was 1.949 billion RMB, a decrease of 13.3%, and its contribution to total revenue fell from 73.4% to 70.8% [4]

Core Viewpoint - The article discusses the ongoing conflict between the branding consultancy company Huayi Huayi and entrepreneur Luo Yonghao regarding the use of pre-prepared dishes in the restaurant industry, highlighting the implications for brand strategy and market positioning [4][6][8]. Group 1: Company Overview - Huayi Huayi, founded in 2002 by brothers Hua Shan and Hua Nan, specializes in brand consulting, marketing planning, and strategic design, with a unique methodology called "Super Symbol" [12][13]. - The company has served notable clients such as Haidilao, Mixue Ice City, and Xibei, and has been working with Xibei since 2013, significantly contributing to its brand development [13][14]. Group 2: Financial Aspects - Over ten years, Huayi Huayi has earned over 60 million yuan in consulting fees from Xibei, with future expectations of 100 million yuan for the next decade [14]. - The company is also linked to the publicly listed company Dook Culture, which has seen a decline in revenue and net profit in its latest financial report [15]. Group 3: Industry Dynamics - The article outlines the competitive landscape of brand consulting in China, identifying four main schools of thought, with Huayi Huayi representing the design school and others like Traut representing the positioning school [16][18]. - The ongoing debate between Huayi Huayi and the positioning school reflects a struggle for dominance in the branding consultancy market, with Huayi Huayi aiming to redefine industry standards [18][19].

Group 1 - Yum China (09987) announced a share buyback on September 15, 2025, spending HKD 6.2626 million to repurchase 18,400 shares at a price range of HKD 338.6 to 342.6 per share [1] - On the same date, the company also repurchased 72,900 shares for USD 3.2 million, with a price range of USD 43.54 to 44.15 per share [1]

Group 1 - The core viewpoint of the article is that Tongqinglou (605108.SH) has been recognized in the Gaode Street Scanning List, which is expected to enhance the brand's credibility and reputation [1] Group 2 - The company has stores in Hefei, Wuhu, Chuzhou, Fuyang, Anqing, Nanjing, Wuxi, and Changzhou that have been selected for the Gaode Street Scanning List [1]

Group 1 - Xiaomi's founder Lei Jun announced that the new Xiaomi 17 series will directly compete with the iPhone, marking a significant upgrade in product capabilities [2][4] - The Xiaomi 17 series includes three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, with a naming convention similar to the iPhone 17 series [5] - Xiaomi has been pursuing a high-end strategy for five years, learning from its greatest competitor, Apple, and is confident in facing the iPhone head-on [4] Group 2 - Amazon Web Services (AWS) denied reports of layoffs in its Greater China region, stating that the reports were grossly inaccurate and that the company continues to actively recruit talent in China [14] - Despite the denial, AWS has faced restructuring, with some departments experiencing layoffs affecting hundreds of positions [16] Group 3 - OpenAI's chairman Brett Taylor discussed the current "AI bubble," describing it as a "virtuous cycle" that will create significant economic value in the future, similar to the internet boom of the late 20th century [27][29] - Taylor acknowledged the risks associated with the AI industry but emphasized that these risks are minor compared to the opportunities available [29]

Core Viewpoint - The controversy surrounding the tax implications of using pre-prepared food ingredients by the restaurant brand Xibei has garnered significant public attention, particularly following comments from entrepreneur Luo Yonghao regarding potential tax discrepancies related to the use of these ingredients [1]. Tax Rate Application - Xibei applies a 6% VAT rate for dining services, regardless of whether pre-prepared ingredients are used, as long as the food is consumed on-site [1][3]. - The current tax regulations state that takeaway food from restaurants is also subject to the same 6% VAT rate, unless the food is sold without any processing, which would then incur a higher VAT rate of 13% [1][3]. Expert Opinions - Experts, including Professor Ge Yuyu and Tian Zhiwei, suggest that the likelihood of Xibei using pre-prepared food to evade taxes is low, as the law mandates that food produced by the restaurant, whether for dine-in or takeaway, is taxed at 6% [4]. - Tian Zhiwei emphasized that for a restaurant to evade taxes through pre-prepared food, it would need to sell unprocessed items directly to consumers, which does not appear to be the case with Xibei's operations [4].

Group 1 - The core point of the article is the introduction of new dining consumption vouchers in Shanghai, which includes a "200 yuan off 60 yuan" offer, aimed at boosting consumer spending in the restaurant sector [1] - The vouchers will be distributed through an "online registration and lottery" system, with registration open from September 20 to September 22, and results announced by September 24 [1] - Four types of vouchers are being offered: 60 yuan for a minimum spend of 200 yuan, 90 yuan for 300 yuan, 180 yuan for 500 yuan, and 400 yuan for 1000 yuan [1] Group 2 - Consumers can register for the vouchers via UnionPay, Alipay, and WeChat, and must use the vouchers within their validity period, which is from October 1 to October 31 [1] - The vouchers can be redeemed automatically at participating merchants by presenting the payment code from the respective payment platforms [1]