预制菜与中国连锁餐饮行业发展 20250914 摘要 预制菜定义存在多层面差异，消费者、行业和国家层面定义不同，国家 层面定义不包括主食和中央厨房菜肴，且禁止添加防腐剂，认知差异大。 连锁餐饮企业使用中央厨房可降低成本、确保产品质量一致、标准化操 作流程并提高食品安全性，但中央厨房制作的初加工或半成品不属于国 家层面定义的预制菜。 日本餐饮业通过优化供应链、提升食品安全标准，在中央厨房和冷链物 流方面建立了完善体系，并注重消费者体验，为中国餐饮业提供了标准 化运营的借鉴。 中国消费者对中餐的期许包括健康安全、优质服务和创新菜单。连锁餐 饮企业应加强供应链管理、提升员工服务水平、研发新产品并注重品牌 建设。 中央厨房对中餐行业影响巨大，通过集中加工处理食材，提高了效率并 实现了相对标准化，使得新品牌更容易孵化，但小型餐饮企业自制食品 仍归类为预制菜。 Q&A 预制菜的概念和定义是什么，目前在法律和行业层面有何分歧？ 预制菜的概念目前尚未在全国范围内形成统一的法律条文进行界定。2024 年 3 月，市场监督管理总局联合教育部、工信部、农业部等几个部委发布了关于加 强预制菜行业高质量发展的通知，但这并不是法律或政策 ...

Group 1 - The younger generation is increasingly skeptical about the notion that "low prices are king," as they experience dissatisfaction with low-quality products and services [1][6] - Consumers are shifting towards "no-brain shopping," which emphasizes quality and convenience over low prices, leading to a preference for reputable stores like Hema [6][11] - The trend of "no-brain shopping" is gaining traction across various consumer sectors, with individuals opting for quality over price in clothing, food delivery, and grocery shopping [6][12] Group 2 - The retail industry is entering a phase focused on quality selection, with a significant increase in the number of private label products being developed by retailers [22][24] - Hema's internal standards for product selection and introduction frequency are notably higher than industry averages, reflecting a commitment to quality [24][26] - The demand for healthier and functional food products is reshaping the new retail food consumption market, with consumers seeking a balance between health and taste [20][29] Group 3 - Hema implements a "lifetime responsibility system" for product selection, ensuring accountability throughout the product lifecycle, which is crucial in a competitive retail environment [32][33] - The company emphasizes meticulous attention to detail in the supply chain, from sourcing to transportation, to maintain high product quality [35][37] - Hema's commitment to quality has resulted in significant sales success for its products, demonstrating the effectiveness of its rigorous selection and quality assurance processes [37]

Group 1 - Hema Fresh announced an ambitious expansion plan to add nearly 100 new stores and expand its business coverage to over 50 new cities within the fiscal year, aiming to surpass 500 total stores [1] - CEO Yan Xiaolei expressed confidence in the vast potential of China's domestic consumption market, emphasizing the core mission of meeting consumer demands for a better life and the importance of quality products and excellent service as key competitive advantages [1] - In the past year, Hema adjusted its business focus to concentrate on Hema Fresh and community discount stores, gradually exiting exploratory projects like X membership stores, leading to rapid expansion in cities such as Taizhou, Suzhou, Tianjin, Tangshan, and Suining [1] Group 2 - Hema ranked among the top three in the "2024 China Supermarket Top 100 List," marking a new growth phase and solidifying its position as a benchmark enterprise in China's retail sector [2] - Since opening its first store in Shanghai in 2016, Hema Fresh has redefined supermarket standards with its unique offerings, including seafood, short-shelf-life fresh products, quick-cook meals, self-checkout, and an integrated online-offline business model [2] - As of the end of March this year, Hema had established over 420 stores across more than 50 cities in regions such as North China, East China, South China, and Southwest China, demonstrating strong market appeal and brand influence [2]

Core Viewpoint - Dingtalk Grocery has formed a strategic partnership with DFI Retail Group to create a digital cross-border supply chain system, aiming for a sales target of 100 million HKD in the first year of collaboration [1][4]. Group 1: Partnership Details - The partnership will leverage DFI's network of nearly 280 Wellcome supermarkets in Hong Kong to provide a variety of quality products to consumers [1][4]. - The first batch of six selected vegetables from Dingtalk Grocery was launched on April 9, with total sales exceeding 100,000 kilograms within a month [4][6]. - The vegetables include varieties such as romaine lettuce, oilseed lettuce, and bok choy, sourced from Dingtalk Grocery's direct supply bases in mainland China [4][6]. Group 2: Supply Chain and Technology - Dingtalk Grocery and DFI plan to implement an "one vegetable, one code" traceability system, allowing consumers to access planting records and inspection reports via QR codes [4][5]. - An AI prediction system will be developed to optimize inventory management across DFI's supermarkets, adjusting supply based on factors like weather and holidays [5][6]. Group 3: Future Expansion Plans - The partnership aims to introduce additional products, including popular and regional specialty vegetables, with a target of over 150 SKUs by the end of the year [6][7]. - There are plans to extend this collaboration model to DFI's supermarkets in Macau and Cambodia, reaching more consumers [6][7]. Group 4: Company Performance - Dingtalk Grocery reported a revenue of 23.07 billion CNY in 2024, a year-on-year increase of 15.5%, and achieved a net profit of 300 million CNY, marking a turnaround from a loss in the previous year [8]. - The company emphasizes the importance of supply chain investments, with a direct sourcing ratio for fresh products stabilizing around 85% [8].