Core Viewpoint - The article discusses the ongoing debate in the Chinese restaurant industry regarding the concept of pre-prepared meals and the role of central kitchens, highlighting the challenges of modernization and standardization in Chinese cuisine [3][4][5]. Central Kitchen - The central kitchen is identified as a crucial component for improving efficiency and standardization in modern restaurant operations, yet it has become a controversial topic due to consumer perceptions and industry practices [8][11]. - Central kitchens are designed to process and prepare food in bulk, allowing restaurants to reduce labor costs and improve consistency across different locations [12][11]. - The article notes that the central kitchen concept has been misinterpreted by consumers, who often equate it with pre-prepared meals, leading to a trust crisis in the industry [5][11]. Pre-prepared Meals - The shift towards pre-prepared meals is seen as a necessary adaptation for restaurants facing intense competition and rising operational costs, particularly in the low-end dining segment [20][21]. - The article emphasizes that consumer perceptions of pre-prepared meals are often negative, complicating the industry's efforts to innovate and modernize [21][23]. - It is suggested that the future of the restaurant industry may involve a clear distinction between low-end pre-prepared meals and high-end freshly prepared dishes [20][21]. Industry Challenges - The article highlights the confusion and information asymmetry between industry practices and consumer understanding, which has led to a crisis of trust in the restaurant sector [5][11]. - The evolution of consumer preferences and the economic environment are driving changes in the restaurant industry, necessitating a reevaluation of traditional cooking methods and business models [20][21]. - The article also points out that the restaurant industry's transition to central kitchens and pre-prepared meals is not merely a response to consumer demand but also a strategic move to enhance operational efficiency [20][21].

Core Viewpoint - Jinlongyu (300999) reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong performance in its core business segments [1] Financial Performance - For the first three quarters, the company achieved operating revenue of 184.27 billion yuan, a year-on-year increase of 5.02% [1] - The net profit attributable to shareholders reached 2.749 billion yuan, up 92.06% year-on-year [1] - In Q3 alone, operating revenue was 68.588 billion yuan, reflecting a 3.96% year-on-year growth, while net profit surged by 196.96% to 999 million yuan [1] Business Segments - The kitchen food and feed raw materials and oil technology segments both saw year-on-year growth in revenue and profit [1] - The kitchen food segment benefited from new factory capacity and expanded sales channels, leading to increased sales [1] - Profit growth in the kitchen food segment was driven by significant improvements in flour and rice business performance, along with a rebound in sales prices of oil products [1] - The feed raw materials and oil technology segment experienced strong demand from the aquaculture industry, contributing to a substantial increase in soybean crushing profits [1] Health and Nutrition Initiatives - Jinlongyu has proactively positioned itself in the health and nutrition sector, aligning with national strategies such as "Healthy China 2030" [2][3] - The company launched the "Jinlongyu Fengyitang" health brand in April, focusing on functional foods that cater to specific health needs [2] - The company has developed a product matrix that includes plant sterol protein milk and glycerol diester oil, targeting consumers with health concerns [3] Marketing and Promotion - Jinlongyu initiated a "Health Month" campaign to promote health knowledge and products, collaborating with local hospitals and organizing sports events [3] - The company will showcase its health-themed products at the upcoming China International Import Expo, emphasizing its commitment to innovation in the health food sector [4] Product Diversification and Partnerships - The company has established a comprehensive industry presence with advanced processing technology and a robust quality management system [5] - Jinlongyu is focusing on customized products in collaboration with major retailers, enhancing its market position [6] - Successful partnerships with retailers like Pandonglai have led to the launch of popular customized products, further solidifying the company's market advantage [6]

（编辑 王雪儿） 证券日报网讯 步步高10月9日在互动平台回答投资者提问时表示，公司中央厨房在胖东来的帮助下进行 了调改，今年3月份已开始投产。同时公司会逐步学习胖东来建立蔬菜水果的种植基地，目前还在调研 学习阶段。公司将始终坚持真诚与善良、坚定品质与安全，为消费者提供安全、放心的商品以及环境。 具体措施如产地定制采购，国检+定检+自检三检严把关，做让消费者能放心消费的商场。 ...

每经AI快讯，有投资者在投资者互动平台提问：胖东来为贵公司调改将近20家店，看着业绩和效益一 步一步在提升，请问贵公司下一步会不会像胖东来一样开放中央厨房？ （记者 王瀚黎） 步步高（002251.SZ）10月9日在投资者互动平台表示，公司中央厨房在胖东来的帮助下进行了调改，今 年3月份已开始投产。 ...

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