近日，"罗永浩吐槽西贝"登上热搜，也让"预制菜"的话题再度引起网友关注。9月11日，新京报记者联 系了西贝方面，截至发稿暂未收到相关回应。 围绕罗永浩吐槽西贝，网友也表达了不同意见。有网友认为，这种在央厨加工得差不多的菜品，到门店 其实就是复热，"根本没有现做的锅气，主要是还很贵。"也有网友认为，包括西贝在内的很多选址商场 的餐饮门店，受到硬件设施限制，不可能现场制作耗时间的大菜，也可以理解。即使是硬件条件可以， 顾客也等不了。 去年3月21日，市场监管总局发布消息显示，市场监管总局联合教育部、工业和信息化部、农业农村 部、商务部、国家卫生健康委印发《关于加强预制菜食品安全监管 促进产业高质量发展的通知》（下 文简称《通知》），从国家层面明确了预制菜的范围：连锁餐饮企业广泛应用中央厨房模式，其自行制 作并向自有门店配送的净菜、半成品、成品菜肴，应当符合餐饮食品安全的法律法规和标准要求。中央 厨房制作的菜肴，不纳入预制菜范围。 新京报记者注意到，罗永浩对于西贝的吐槽，以及评论区网友对预制菜的反感，主要集中在拒绝防腐剂 滥用等"科技与狠活"、价格贵等方面。对此业内人士建议，西贝等餐饮企业应该选择进一步主动公开， ...

Core Viewpoint - The company is experiencing strong growth with an expansion of its store network and improving profitability, leading to a positive outlook for future revenue and net profit growth [1][2]. Group 1: Financial Performance - In H1 2025, the company's revenue reached 2.59 billion, a year-on-year increase of 27.0% [2]. - The operating profit at the store level was 380 million, up 28.0% year-on-year, with an operating profit margin of 14.6%, an increase of 0.1 percentage points [2]. - The net profit attributable to the parent company was 6.6 million, a significant increase of 504.4% year-on-year, with a net profit margin of 2.5%, up 2.0 percentage points [2]. - Adjusted net profit, excluding equity expenses, was 910 million, reflecting a 79.6% year-on-year growth, with an adjusted net profit margin of 3.5%, an increase of 1.0 percentage points [2]. Group 2: Cost Optimization - The company has optimized various costs, with the proportion of raw material costs, employee costs, right-of-use asset depreciation, variable lease costs, store operation maintenance costs, and fixed asset depreciation to revenue being 27.3%, 33.8%, 7.3%, 2.7%, 6.1%, and 4.8% respectively, showing a decrease in several categories [3]. - The store operating profit margin and group net profit margin have continued to improve [3]. Group 3: Store Expansion - The company added 190 new stores in H1 2025, bringing the total number of stores to 1,198 across 48 cities, with 9 new cities entered during the period [4]. - In first-tier cities, there are 515 stores, with a net increase of 6 stores since the end of 2024, while other markets saw a net increase of 184 stores [4]. - The company maintains its plan to open 300 new stores throughout the year, continuing its aggressive expansion strategy [4].

据罗永浩发文内容，其和同事去西贝吃饭，"发现几乎全都是预制菜，还那么贵，实在是太恶心了""希望国家尽早推动立法，强制饭馆注明是否用了 预制菜"。 9月10日，交个朋友直播间首席品牌监督官罗永浩在其个人社交媒体平台发布言论，吐槽西贝餐饮贵且使用预制菜，引发全网广泛关注与讨论，西贝 随即陷入预制菜舆论风波。 对此，西贝客服人员回应媒体称，牛大骨是每天早上现煮的，莜面也是店内工作人员现场手搓的，不存在预制。另外，店内炒菜都是在每天的新鲜蔬 菜到店后，现场炒制，否认存在大量使用预制菜的情况。 公开信息显示，2024年8月，西贝联合创始人樊大卫曾发布视频，称北京华贸店（商场店）仅馒头、黄馍馍等少数主食从中央工厂配送，其余菜品均 为明档现场制作。但西贝创始人贾国龙此前在接受媒体采访时却表示，"好菜全是预制出来的，越高级的菜预制程度越高。"两种表述的矛盾之处，进一步 引发了消费者的困惑与质疑。 0:00 此次事件引发了网络上关于预制菜的多方面讨论。部分网友对罗永浩的观点表示认同，认为餐厅使用预制菜本身无可厚非，但应明确告知消费者，不 注明则涉嫌欺骗；也有网友提出，当前预制菜的定义仍存在模糊地带，如豆腐、速冻饺子等传统加工食 ...

Core Viewpoint - The controversy surrounding the use of pre-prepared dishes (pre-cooked meals) in restaurants, particularly highlighted by a public complaint from a well-known figure, has sparked discussions about transparency and regulation in the food industry [1][5]. Group 1: Company Response - A customer service representative from Xibei stated that their signature dishes, such as beef bone soup and noodle dishes, are freshly prepared on-site, with only a few items like steamed buns being delivered from a central kitchen [2]. - The co-founder of Xibei previously conducted a video investigation to confirm the freshness of their dishes, concluding that most items are made on-site, with only a couple of exceptions [2]. Group 2: Industry Regulation - The definition of pre-prepared dishes has been clarified by the National Market Supervision Administration in a notification issued in March 2024, which aims to standardize the industry and ensure food safety [6]. - The notification emphasizes the need for food businesses to disclose the use of pre-prepared dishes, thereby protecting consumer rights and ensuring informed choices [8]. - The notification outlines that pre-prepared dishes must undergo industrial pre-processing and should only be consumed after heating or cooking, distinguishing them from simple processed foods [7].

Core Viewpoint - A new tea shop named "Jinwu Qia Tea Lei Tea Shop" has been established in Anhua County, with a registered capital of 100,000 RMB, focusing on food sales and catering services [1] Company Summary - The legal representative of the tea shop is Deng Yingjie [1] - The business scope includes licensed projects for catering services, which require approval from relevant authorities before operation [1] - The general project involves the sale of pre-packaged food only, and the shop can operate independently with a business license for other activities not requiring approval [1]

Group 1 - The children's meal market in China is rapidly growing, with a potential market size of approximately 450 billion yuan based on a 10% penetration rate [1][8] - There is currently no mandatory national standard for children's meals in restaurants, leading to inconsistencies in nutritional content and ingredient combinations [1][7] - The demand for children's meals is increasing, with 46% of families opting to order separately for adults and children [4][10] Group 2 - Many so-called "children's meals" are merely smaller portions of adult meals, which has led to dissatisfaction among parents [2][6] - A significant portion of children's meals has been found to exceed recommended levels of saturated fat, sugar, and sodium, indicating a lack of nutritional balance [5][6] - The development of children's meals poses challenges for restaurants, as they must balance nutritional requirements with children's taste preferences [8][9] Group 3 - Major restaurant chains are beginning to treat children's meals as a serious business opportunity rather than just a promotional tool [8][10] - Companies like Xibei and Haidilao are innovating their children's meal offerings, focusing on high-quality ingredients and appealing presentations [9][11] - The pricing of children's meals is increasing due to higher quality ingredients and preparation costs, with some meals priced between 19.9 yuan and 69 yuan [11]

新京报讯(记者行海洋)全国大中小学校和幼儿园新学期开学之际，9月11日，最高人民法院发布涉校园 食品安全典型案例，涵盖了从食材供应商、供餐饭店到监管主体，从过期食品、伪劣食材到滥用食品添 加剂等不同类型的食品安全案件。 在某饮食管理服务有限公司与某中学服务合同纠纷案中，2019年6月10日，某饮食管理服务有限公司与 某中学签订食堂劳务服务外包项目合同，约定某饮食公司确保食堂运营符合国家食品安全法规，服务期 至2024年6月9日。合同还约定，如果出现食物中毒、引发罢餐事件、转包分包、评估不合格或师生满意 度连续两次低于60%等情形，某中学有权单方解除合同。 合同履行期间，某饮食公司多次出现严重食品安全问题与管理问题。其中，2020年10月，食堂午餐中混 入纸巾，法定代表人出具检讨书；2021年3月，被发现违规使用冻肉类制品；2021年5月，师生满意度调 查结果仅为57.4%，且饭菜中频现虫子、塑料等异物。某中学就厨房环境卫生、部分员工健康证缺漏、 食品安全等问题多次发出整改通知，但某饮食公司整改不力，问题未得到根本解决。2021年8月，因某 饮食公司未为员工缴纳社保等问题，员工集体辞职，引发管理真空。 法院经审 ...

2025.09. 11 本文字数：402，阅读时长大约1分钟 9月10日，罗永浩发微博吐槽西贝：好久没吃西贝了，今天下飞机跟同事吃了一顿，发现几乎全都是 预制菜，还那么贵，实在是太恶心了。希望国家尽早推动立法，强制饭馆注明是否用了预制菜。 针对预制菜，去年11月，罗永浩就在微博发文称："不反对预制菜，但餐厅卖预制菜并且不注明的， 本质就是欺骗。即使真的做到了宣传的'安全美味'，它也是欺骗。" 来源：中国新闻周刊 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 全球最大互联网券商突然收紧中国内地开户，APP在境内全下架 中山网密度财经官方微博表示，记者致电西贝，客服人员表示，店内的招牌菜，牛大骨是每天早上现 煮的，莜面也是店内工作人员现场手搓的，不存在预制。另外，店内的炒菜每天都是新鲜的蔬菜到 店，现场炒制。 ...

Group 1 - Gold, polysilicon, and lithium carbonate are highlighted as strategic recommendations and operational suggestions for investment [1][1] - The tourism and dining market is booming during the "Eleventh" holiday, with companies like Caesar Travel and Xiaobuxiang benefiting [2][2] - Goldwind Technology plans to invest 18.92 billion in a wind power hydrogen ammonia project [3][3] Group 2 - Ele.me has reached a consensus for 2025, enhancing the rights and interests of over 4 million delivery riders [4][4] - Guangfeng Technology has launched underwater radar, increasing measurement distance to 10 meters, with demand expected to exceed 10 million units by 2026 [5][5] - The international and domestic corn market analysis includes new year supply and demand, along with investment strategies [6][6] Group 3 - Consumer goods companies are shifting focus to the "silver-haired" market in response to declining birth rates [9][9] - China's overseas clean technology investment has surpassed 210 billion USD since 2022 [10][10] - Zhujiang Co. is selling multiple stocks and equity in Yihua, transferring debts amounting to 334 million [11][11] Group 4 - Jiangsu Guotai is improving its dividend mechanism, with expectations for synergistic development of dual main businesses [12][12] - Palm oil and soybean oil futures are expected to decline further due to increased Malaysian palm oil inventory [13][13] - Several prepared dish companies are experiencing performance declines, while some are growing against the trend [14][14]

Core Viewpoint - The article emphasizes the growing investment opportunities in localized industries in Southeast Asia, particularly in the food and beverage sector, driven by a favorable demographic structure and increasing purchasing power [2][3]. Group 1: Market Overview - The total addressable market (TAM) for key localized consumption segments in Southeast Asia is projected to grow at compound annual growth rates (CAGR) of 7.7% for alcoholic beverages, 8.4% for soft drinks, 6.0% for dairy products, 9.1% for staple foods, and 3.6% for food services from 2024 to 2029 [2]. - The consumer base in Southeast Asia consists of approximately 624 million people, with nearly 70% being millennials, Generation Z, and Generation Alpha, indicating a strong potential for future consumption growth [2][3]. Group 2: Consumer Spending Insights - In 2024, total consumption in Southeast Asia is expected to reach $2.1 trillion, accounting for 55% of GDP, with food and beverages representing 24% to 36% of personal consumption expenditures [3][26]. - The average annual spending on food and beverages in Southeast Asia is around $1,250, significantly lower than in mature East Asian markets like South Korea and Japan, suggesting substantial room for growth and premiumization [3][26]. Group 3: Key Drivers of Consumption - The young and growing population, particularly in Indonesia and Vietnam, supports robust private consumption, while rising income levels among millennials and Generation Z are expected to drive demand for modern retail and dining experiences [6][8]. - Government stimulus measures and overseas remittances from workers abroad are also crucial in supporting domestic consumption in countries like the Philippines and Indonesia [9][6]. Group 4: Alcoholic Beverages Market - The alcoholic beverage market in Southeast Asia is projected to reach $48.3 billion in 2024, with beer holding a dominant market share of 65% [32]. - Emerging markets like Indonesia, the Philippines, and Vietnam are expected to see double-digit growth rates in alcoholic beverage retail sales from 2024 to 2029, while more mature markets like Singapore and Thailand will experience slower growth [39][32]. Group 5: Soft Drinks Market - The soft drink market in Southeast Asia is anticipated to reach $39.3 billion in 2024, with carbonated drinks and bottled water being the leading categories [45]. - There is a growing demand for low-sugar and functional beverages, driven by health concerns and government policies like sugar taxes in countries such as Thailand and Malaysia [45][49]. Group 6: Dairy Products Market - The dairy market in Southeast Asia is expected to reach $24.7 billion in 2024, with fresh milk and infant formula being the largest segments [51]. - The region's per capita dairy consumption is low at 11 liters per year compared to the global average of 28 liters, indicating significant growth potential as income levels rise and health awareness increases [51][54].