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加仓看涨
第一财经· 2025-09-17 11:00
Core Viewpoint - The market shows a clear divergence between technology stocks leading the gains and cyclical stocks undergoing adjustments, indicating a structural market trend with potential for increased short-term volatility [4][5][7]. Market Performance - The two markets recorded a trading volume of 1.38 trillion yuan, an increase of 1.15% from the previous day, reflecting strong market liquidity and active capital flow [5]. - A total of 2,504 stocks rose, with a notable ratio of 30 stocks hitting the daily limit up, highlighting a positive market sentiment [4]. Sector Analysis - Technology sectors such as photolithography machines, diversified finance, wind power equipment, consumer electronics, and humanoid robots saw significant gains, while sectors like precious metals, tourism, pork, and prepared dishes experienced declines [4]. - Institutional investors are shifting strategies, moving away from defensive sectors like non-ferrous metals and coal towards technology stocks, indicating a clear "abandoning cyclical, attacking technology" trend [7]. Investor Sentiment - Retail investors are increasingly using leverage to participate in the market, with a notable rise in trading activity in small and mid-cap technology stocks, reflecting a strong enthusiasm for policy-driven themes [7]. - The sentiment among retail investors is high, with 75.85% indicating a bullish outlook [8]. Positioning - As of September 17, 34.27% of investors increased their positions, while 17.18% reduced their holdings, with 48.55% remaining neutral [12].
预制菜概念下跌1.36%,主力资金净流出78股
Market Performance - The prepared food concept sector declined by 1.36%, ranking among the top declines in concept sectors as of September 17 [1] - Notable declines within the sector included companies such as Sanjiang Shopping, Bubugao, and Junting Hotel, while companies like Qianwei Yangchu, Tiandi Online, and Tongwei Co. saw increases of 4.87%, 2.86%, and 2.68% respectively [1] Capital Flow - The prepared food concept sector experienced a net outflow of 1.342 billion yuan, with 78 stocks seeing net outflows, and 8 stocks exceeding 50 million yuan in net outflows [1] - Bubugao led the net outflow with 284 million yuan, followed by Yonghui Supermarket, Wens Foodstuff, and Liren Liyang with net outflows of 183 million yuan, 106 million yuan, and 81.6 million yuan respectively [1] Top Gainers and Losers - The top gainers in the prepared food sector included Qianwei Yangchu with a 4.87% increase, Tiandi Online with a 2.86% increase, and Tongwei Co. with a 2.68% increase [1] - The top losers included Bubugao with a 5.50% decrease, Sanjiang Shopping with a 9.06% decrease, and Junting Hotel with a 5.30% decrease [1][2]
安井食品刘鸣鸣评西贝事件:保障消费者知情权和选择权势在必行
Guo Ji Jin Rong Bao· 2025-09-17 06:34
Core Viewpoint - Anjiu Food's performance in the first half of 2025 shows a slight revenue increase but a significant decline in profit, prompting strategic shifts to enhance growth and address market challenges [1][2]. Financial Performance - The company achieved a revenue of 7.604 billion yuan, a year-on-year increase of 0.8% [1]. - The net profit attributable to shareholders was 676 million yuan, down 15.79% year-on-year [1]. - The net profit after deducting non-recurring items was 603 million yuan, a decline of 21.85% year-on-year [1]. Strategic Initiatives - The company is transitioning from "channel-driven growth" to "new product-driven growth" to counteract profit declines [1]. - New product launches include: - Fresh fish balls and a vacuum-packed product series in the hot pot ingredient sector [1]. - "Meat More" sausages with higher meat content in the sausage category [1]. - A new product matrix called "Six Little Dragons" in the rice and noodle products segment, featuring various specialty items [1]. Industry Context - The recent "Xibei incident" has sparked discussions about the transparency of pre-prepared food quality and consumer rights within the industry [1]. - The company emphasizes the importance of consumer rights and the need for higher industry standards, which may raise entry barriers and enhance the role of larger enterprises [2].
罗永浩西贝“骂战”背后:中国预制菜行业何去何从?与日本有何不同?
Sou Hu Cai Jing· 2025-09-17 04:42
Core Viewpoint - The controversy surrounding the use of pre-prepared dishes has led to a public discussion about transparency in the restaurant industry, with West B's apology letter indicating a shift towards more on-site preparation and consumer engagement [1][3]. Group 1: Industry Response and Market Impact - West B has committed to adjusting its central kitchen processing model to favor on-site preparation, inviting consumer feedback for improvements [1]. - Following the controversy, the pre-prepared dish sector saw a rise in stock prices, with companies like Delisi hitting the upper limit, and others like Weizhi Xiang, Sanquan Foods, and Huifa Foods also experiencing increases [3]. - The approval of the draft national standard for pre-prepared dishes by the National Health Commission is believed to have positively influenced the market, as it aims to clarify definitions and disclosure requirements for restaurants [3]. Group 2: Consumer Concerns and Industry Standards - Consumer concerns about the safety of pre-prepared dishes have been heightened due to past incidents, such as the exposure of certain manufacturers using substandard ingredients [3]. - The distinction between central kitchens and pre-prepared dishes has become a focal point of debate, with claims that central kitchens primarily provide semi-finished products that require further cooking [4]. - The pre-prepared dish industry in China is still in its early stages, with significant differences compared to Japan, where the market has matured and established strict production standards [6]. Group 3: Market Outlook and Growth Potential - The Chinese pre-prepared dish market is expected to reach a scale of 674.9 billion yuan by 2030, with a projected compound annual growth rate exceeding 10% over the next decade [6]. - The industry faces challenges related to consumer trust and regional limitations in cold chain logistics, which currently restrict the growth of existing companies [6]. - As standards are established, high-quality brands are anticipated to gain consumer preference, indicating a potential shift in market dynamics [6].
预制菜的尽头是人类饲料工业?| 专访
Sou Hu Cai Jing· 2025-09-17 02:21
采写 | 丁欣雨 编辑 | 姜妍 一次罗永浩在西贝莜面村糟糕的用餐体验,让围绕着预制菜的论战在网上持续了数日。顾客在意打着新鲜现炒旗号而贩卖预制菜的营销宣传手段,得知儿 童餐原料西兰花的冷冻保质期竟能达到24个月,让不少人惊觉自己原来早就身处科幻世界。业内人士则辩驳有关"预制菜"的定义,声称维系企业规模的过 程中,食品工业化有其必然性与合理性。 整个餐饮过程都在被资本高度工业化 界面文化:这次事件有个很大的分歧,行业内跟公众对于预制菜的定义是不太一样的。当前食品工业已经发展到了什么程度? 潘隆斐:人类的预制食品很多,比如说我们平时喝的茶叶,但是我们玩这种定义游戏没有太大意义。去年官方曾经对预制菜进行了范围划分,但没有给出 一个明确定义,这样就给预制菜的解释留出很大空间。商家觉得只要不是完全料包的形式走到餐桌上,就不是预制菜。但实际上整个餐饮已经大工业化, 大量东西都是预制的,这个是无可辩驳的。 我们现在把它叫作预制菜也好,或者叫作大工业化的食品也好,在美国历史上曾经也同样造成过比较大的争论。二战的时候需要后勤物资,美国国内开发 出了预制菜大工业,我们熟悉的好多大型食品公司,例如雀巢、M&M豆,当时都是为美军服 ...
预制菜争议持续发酵,餐馆如何打消食客顾虑?
Xin Hua Wang· 2025-09-17 00:34
预制菜争议持续发酵,餐馆如何打消食客顾虑? 市场监管总局相关司局负责人表示,考虑到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。 这是国家层面首次明确预制菜范围。"在国家标准没有出来之前,《通知》给预制菜作了两个硬性 规定,一是禁止添加防腐剂,二是预制菜必须全程冷链,这相当于把预制菜的门槛暂时拉高了。"广东 省食品安全保障促进会副会长朱丹蓬说。 尽管如此,一些消费者还是容易把餐饮企业中央厨房制作的菜肴等当成预制菜。对此,中国农业大 学食品科学与营养工程学院副教授朱毅告诉记者,并非所有叫"中央厨房"的都不生产预制菜,关键在于 其产品是否作为预包装商品进入市场流通。《通知》中明确不属于预制菜的,特指那些餐饮连锁企业自 建自用、不对外流通的中央厨房菜肴。 业内专家:使用预制菜需明示,把吃不吃的选择权交给消费者 "7分钟上齐3道菜""刚坐下不到5分钟,菜就端上来了"……近日,预制菜被推上舆论的风口浪尖, 并从线上争议发酵到线下热议,一些消费者也反映就餐时吃到预制菜的问题。 那么,什么才是预制菜? ...
预制菜陷入舆论漩涡,相关A股上市公司遇波动
(原标题:预制菜陷入舆论漩涡,相关A股上市公司遇波动) 21世纪经济报道记者 刘婧汐 西贝风波骤起,将预制菜推向舆论漩涡。在资本市场上,A股预制菜概念公司直面波动。 继昨日涨停后,得利斯(002330.SZ)、三江购物(601116.SH)转跌;昨日上涨的惠发食品 (603536.SH)、味知香(605089.SH)、国联水产(300094.SZ)转跌;千味央厨(001215.SZ)、西安 饮食(000721.SZ)、紫燕食品(603057.SH)则继续上涨。 而从业绩表现上来看,近年来,在预制菜屡屡遭遇舆论质疑及B端餐饮场景消费疲软的影响下,行业整 体承压,充满了不确定性。 龙头企业整体承压 广义上的预制菜板块相关企业数量较多、范围较广。 目前,A股上市公司中既有味知香、得利斯等主要从事预制菜业务的企业,也有诸多从农牧水产、冷冻 食品、现制餐饮跨界而来的"半路入行"选手,典型的如安井食品、广州酒家、海底捞、国联水产等等, 均在近两年杀入了预制菜赛道。可以说,预制菜已经高度渗透进餐饮行业之中。 在财报中,上述企业不约而同地提到,下跌原因主要系B端消费疲软、市场竞争激烈所致,根据同花顺 预制菜板块上市公司的经营 ...
“躺枪”的预制菜都是科技与狠活儿吗?
Ke Ji Ri Bao· 2025-09-16 23:22
锁鲜技术靠谱吗?让数据回答 预制菜行业要警惕"劣币驱逐良币"困局 早在2024年3月,国家市场监督管理总局等多部门就发布了《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》,其中对提升关键技术创新研发水平提出了明确要求,包括鼓励预制菜企业联合科研 单位开展气调保鲜、精准保鲜与品质调控等关键共性技术研究,着力解决风味衰减难题;创新非热加 工、微生物控制、微胶囊包埋、营养与风味稳态化等技术工艺,减少营养成分损失…… 例如,水产品在液氮锁鲜技术下,无需添加任何防腐剂就可以在-18℃环境下保存12个月以上,解冻后 的口感和营养成分流失较少。 "开展技术创新对企业来说无疑是需要成本的。"江南大学食品学院教授李兆丰表示,市场环境对于企业 科技创新的影响是巨大的。如果公众将预制菜与低价菜划等号,那么滥用添加剂、卫生不达标但成本畸 低的产品就会在行业中"大行其道",致力于技术创新的企业反而难以在市场中胜出。 当前,预制菜的团体标准正在不断完善,其对预制菜的原辅料、产品标准、生产技术等作出了规 范。"加强标准的落地和对企业的监管,不仅是对消费者的保护,也是对行业创新的鼓励。"李兆丰说, 预制菜仍旧是新兴的行业,要警惕" ...
西贝道歉,老罗却突然收手:我瞬间明白了他能还清8亿巨债的原因
Xin Lang Cai Jing· 2025-09-16 20:14
Core Viewpoint - The article discusses the character and actions of Luo Yonghao, emphasizing his decision to withdraw from a legal battle against Xibei's founder to protect the livelihoods of nearly 20,000 employees, showcasing his altruistic nature and moral integrity [2][5][38]. Group 1: Character and Actions of Luo Yonghao - Luo Yonghao is portrayed as a strong and principled individual who has previously taken bold actions against large corporations, demonstrating his willingness to fight for consumer rights [4][19]. - His decision to step back from the lawsuit against Xibei is framed as a strategic choice rooted in compassion rather than fear, highlighting his concern for the employees affected by the conflict [6][38]. - The article emphasizes that true strength lies in knowing when to hold back, which Luo Yonghao exemplifies through his actions [7][8]. Group 2: Consumer Advocacy and Trust - Luo Yonghao's advocacy is characterized by a focus on consumer interests rather than personal gain, which has garnered public support for his initiatives [10][11]. - He has committed to continuing legal support for consumers and monitoring the situation at Xibei, indicating his ongoing dedication to consumer rights [11][12]. - The article notes that Luo Yonghao's ability to repay 800 million in debt is attributed to the trust he has built with consumers through his consistent and genuine actions [23][32]. Group 3: Societal Implications - The article suggests that individuals like Luo Yonghao, who are willing to stand up against injustices, are rare and essential for societal progress [34][35]. - It highlights the importance of having outspoken individuals in society to challenge complacency and corporate negligence, which can lead to a more accountable business environment [34][36]. - The narrative concludes that true wealth is measured not in financial terms but in the trust and respect earned from others [41].
苏州市味知香食品股份有限公司2025年第一次临时股东大会决议公告
证券代码:605089 证券简称:味知香 公告编号:2025-057 苏州市味知香食品股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 本次会议是否有否决议案:无 一、会议召开和出席情况 (一)股东大会召开的时间:2025年9月16日 (二)股东大会召开的地点:苏州市吴中区郭巷淞芦路1778号公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: ■ 2、公司在任监事3人,出席3人; 3、董事会秘书谢林华先生出席了本次会议;公司部分高级管理人员列席了本次会议。 二、议案审议情况 (一)非累积投票议案 1、议案名称:《关于取消监事会并修订〈公司章程〉及制定、修订部分制度的议案》 审议结果:通过 注:截至本次股东大会股权登记日(2025年9月9日),苏州市味知香食品股份有限公司(以下简称"公 司")总股本138,000,000股,回购专用证券账户股份数为1,380,052股,因公司所持有的本公司股份没有 表决权,故此次股东大会有表决权的 ...