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 ...

Core Viewpoint - The founder of Xibei Catering, Jia Guolong, has cleared multiple social media accounts amid controversies regarding the use of pre-made dishes in the restaurant chain, which has led to public scrutiny and a series of apologies from the company [1][3]. Group 1: Company Actions and Responses - Jia Guolong has removed content from his social media accounts, with his Douyin account retaining only one video discussing Xibei's growth, which mentions an annual revenue of 6.2 billion [1]. - Xibei published an apology letter acknowledging a significant gap between its production processes and customer expectations, committing to adjustments in its cooking methods by October 1, 2025 [5]. - The company plans to implement nine adjustments across all locations, including switching to non-GMO soybean oil for all dishes that currently use soybean oil [5]. Group 2: Public Controversy and Reactions - The controversy began when internet celebrity Luo Yonghao criticized Xibei for serving mostly pre-made dishes at high prices, prompting a public debate between him and Jia Guolong [3]. - Jia Guolong's comments in a private group chat were leaked, where he expressed a willingness to adapt and learn from competitors, indicating a shift towards transparency in operations [3][5]. - Following the backlash, Luo Yonghao announced plans to test various pre-made dishes available in the market, while clarifying that he would not engage in promoting them [5].

Core Viewpoint - The recent controversy surrounding Xibei Restaurant, initiated by a claim from entrepreneur Luo Yonghao regarding the use of pre-prepared dishes, has led to significant public backlash and a series of responses from the company's founder, Jia Guolong [11]. Group 1: Company Response and Actions - Xibei's founder, Jia Guolong, has publicly denied the use of pre-prepared dishes in their restaurants and has expressed a strong intention to pursue legal action against Luo Yonghao [11]. - Following the controversy, Xibei issued an official apology on September 15, outlining plans to enhance food preparation processes by moving central kitchen operations to in-store cooking by October 1, 2025 [11]. - Specific adjustments include switching to non-GMO soybean oil for all dishes, preparing children's meals on-site, and ensuring that various meat dishes are freshly cooked at the restaurant [11][13]. Group 2: Public and Media Reaction - A public relations article titled "The 7-Year-Old Maomao: I Thought I Would Never Eat Xibei Again" was published but later deleted due to negative feedback, with critics labeling it as ineffective and overly sentimental [9][14]. - The initial apology letter faced scrutiny for its wording, particularly the phrase "customers abuse me thousands of times," which was later modified to include quotation marks around "abuse" [14]. - Luo Yonghao responded to the apology, questioning the company's claims and highlighting the ongoing sale of potentially leftover dishes before the promised changes take effect [17].

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]

Industry Updates - The Ministry of Industry and Information Technology plans to support breakthroughs in automotive technologies such as high-performance chips and new battery systems to enhance the industry's growth [1] - The agricultural sector is focusing on regulating online seed sales, with efforts to improve supervision and establish a complaint handling mechanism [3] Economic Data - From January to August, China's industrial enterprises achieved a total profit of 46,929.7 billion yuan, a year-on-year increase of 0.9% [2] - In August alone, industrial profits grew by 20.4% year-on-year [2] Investment Trends - Cathie Wood's ARK Invest has made significant purchases of Alibaba and Baidu, marking a return to Alibaba after previously liquidating positions in 2021 [4] - Insurance companies have made 34 equity stakes in listed companies this year, surpassing last year's total of 20, with a notable focus on banks [4] - A shift in A-share listed companies' investment strategies is observed, with a decrease of over 15% in the amount allocated to structured deposits and bank wealth management products [4] Company Movements - Xiaomi's new 17 series has achieved record sales, with the ProMax model accounting for over 50% of total sales [7] - Nvidia's CEO denied any "circular revenue" relationship with OpenAI, clarifying the nature of their business interactions [7] - Leap Motor addressed a contract dispute, confirming the payment of 3,618,085.25 yuan and ongoing negotiations regarding vehicle transfer issues [7] - Hozon New Energy's restructuring process has seen only one potential investor submit complete materials, leading to a halt in the selection process [8] - GAC Fiat Chrysler has announced a significant asset disposal plan, separating core assets into two packages for public auction [8]

Core Viewpoint - Gaode has announced a series of supportive measures for the restaurant industry, including waiving the first-year opening fee and providing various services to help merchants increase their business opportunities, especially ahead of the National Day holiday [1][3][12]. Group 1: Supportive Measures - As of September 23, Gaode has waived the first-year opening fee for all restaurant merchants and is offering support services such as traffic subsidies, dedicated customer service, and smart cash registers [3][12]. - The initiative has already attracted over 150,000 inquiries from restaurant merchants, indicating high interest and engagement from the industry [1][3]. Group 2: Industry Challenges - The restaurant industry is facing significant pressures, including rising operational costs and declining average spending per customer, which have made it difficult for many merchants [4][12]. - There is a lack of effective connection between consumers and restaurants, leading to high decision-making costs for consumers when choosing where to eat [4]. Group 3: "Street Ranking" Initiative - Gaode launched the "Street Ranking" product on September 10, which uses real user behavior, reviews, and credit scores to create rankings that help consumers discover restaurants [4][5]. - The rankings include various categories such as "Tire Wear Ranking" for long-distance visits and "Repeat Customer Ranking," which are updated daily based on dynamic data [4]. Group 4: Impact on Merchants - Many merchants have reported significant increases in customer traffic after being featured on the "Street Ranking," with some experiencing traffic growth of over 300% [5]. - Restaurant owners have noted a 20-30% increase in business due to more reservations coming through Gaode's platform [5][12]. Group 5: Digital Transformation - The supportive policies from Gaode are seen as a new trend in the restaurant industry, focusing on digital empowerment and reducing operational costs for merchants [12]. - The "Street Ranking" initiative is expected to help build consumer trust in offline dining by addressing issues related to fake reviews and promoting genuine customer feedback [12].

Core Points - A restaurant in Yan'an, Shaanxi Province, has been accused of using a "dual-price menu" that charges local customers and tourists different prices for the same meal, with a discrepancy of 59 yuan [1] - The local market supervision bureau has initiated an investigation into the restaurant's pricing practices, which allegedly violate consumer rights laws [1] - The restaurant has been ordered to cease operations and rectify its pricing strategy, and it has been placed under heightened regulatory scrutiny [1] Company Summary - The restaurant involved is located in a tourist area and has been reported to offer discounts to regular customers, which may contribute to the pricing disparity [1] - The local authorities have confirmed that the restaurant's practice of setting different prices for the same dish without consumer knowledge is a violation of the Consumer Rights Protection Law [1] - The restaurant has been temporarily closed as part of the investigation and is now a focus of regulatory actions [1] Industry Summary - The incident highlights potential issues within the restaurant industry regarding pricing transparency and consumer rights [1] - Regulatory bodies are actively monitoring and addressing unfair pricing practices in the food service sector, indicating a stricter enforcement of consumer protection laws [1] - The case may prompt broader discussions and potential reforms in pricing strategies among restaurants, especially those in tourist-heavy areas [1]

Core Viewpoint - The incident involving a video from Xibei, where a store manager recounts a story about a customer offering a house in exchange for a bowl of soup, has sparked significant public backlash and is being labeled as a "disastrous PR" move [2][8]. Group 1: Incident Details - The video features Liu Mouxia, a former manager at Xibei's Beijing store, sharing a story about a customer from Inner Mongolia who offered her a one-bedroom apartment in Beijing after multiple visits to the restaurant [4]. - The narrative has been criticized by netizens, with comments highlighting the implausibility of the story and questioning the timeline of Liu's employment at Xibei [4][5]. - The video was originally posted on Xibei's official WeChat account, which serves as a platform for employee interaction and showcasing the company's culture [5]. Group 2: Customer Engagement Activities - Recently, Xibei launched a promotional campaign called "Xibei Treats You to Dinner," offering customers a 100 yuan dining voucher for in-store purchases, which can be used at any Xibei location [7]. - Reactions to this campaign have been mixed, with some customers appreciating the offer while others speculate it may be a strategy to alleviate inventory pressure [7]. - A representative from Xibei clarified that the initiative is meant to thank loyal customers and denied any claims regarding inventory clearance, emphasizing strict waste management practices within the company [7].

（原标题：又上热搜！"我给大爷一碗汤，大爷要送我北京一套房"？西贝客服回应：真人真事） 【导读】西贝回应"一碗汤换顾客北京一套房"：真人真事 中国基金报 晨曦综合整理 "预制菜"风波后，近期西贝的公关"套路"受到高度关注。 近期，有网友扒出一则西贝官方微信公众号发布的视频《我给大爷一碗汤，大爷要送我北京一套房》， 内容引发大量吐槽。对此，西贝客服回应：是真人真事。 #西贝回应一碗汤换顾客北京一套房#的词条也迅速冲上微博热搜榜。 西贝称"大爷要送房"是真人真事 近日，有网友扒出一则西贝官方发布的视频《我给大爷一碗汤，大爷要送我北京一套房》，引发大量吐 槽。 视频中，西贝北京六里桥旗舰店店长刘某霞讲述称，有一次一位来自内蒙古的顾客提出要一碗羊肉汤、 一碗凉汤，但只付一碗的钱，她接待后与对方相识，从2002年至2004年多次服务这位顾客。 另外，西贝北京六里桥旗舰店工作人员表示，刘某霞是该店前任店长，今年3月起不在该店了，其他情 况不了解。 对此，网友吐槽称"连小说都不敢这么写""又捅了自己一刀子"。 西贝公关屡次翻车 在"硬刚"罗永浩后，西贝一系列公关操作屡次翻车，引发网友热议。 9月23日，西贝公众号发布文章《 ...