Core Viewpoint - The pre-prepared food industry is facing significant challenges, with predictions that only about 5,000 out of the current 68,000 companies will survive in the next five years, indicating a potential 90% failure rate [3][19]. Group 1: Current Industry Challenges - The pre-prepared food industry is experiencing a downturn, with major companies reporting significant profit declines. For instance, Weizhi Xiang's net profit dropped by 24.46% to 31.946 million yuan, while Huifa Foods' losses increased from 16.43 million yuan to 29.99 million yuan [7][8]. - The demand for pre-prepared food is shrinking, particularly in the B-end market, which is primarily driven by restaurant businesses. The rise of "ghost kitchens" that rely on pre-prepared food is also being challenged by new business models [9][10]. - The trend towards "freshly cooked" meals in restaurants is growing, with many establishments emphasizing live cooking to attract customers, further reducing the demand for pre-prepared options [12][16]. Group 2: Regulatory and Market Dynamics - A new national standard for pre-prepared food is being developed, which will require restaurants to disclose whether they use pre-prepared ingredients, potentially impacting consumer trust and demand [17][18]. - The rapid growth of pre-prepared food companies has led to a mixed quality in the market, with many businesses struggling to maintain profitability due to cost-cutting measures [18][19]. Group 3: Future Opportunities - Despite current challenges, there is still potential for growth in the pre-prepared food sector, particularly as consumer lifestyles evolve towards convenience and efficiency. Countries like the U.S. and Japan have seen high penetration rates of pre-prepared food, suggesting a similar trend could emerge in China [21][25]. - The increasing chain restaurant model in China is expected to drive demand for standardized pre-prepared food products, as businesses seek to balance quality, cost, and efficiency [25][26]. - Successful examples exist, such as Sally's, which has thrived using pre-prepared food, indicating that there are viable business models within the industry [26][27]. Group 4: Industry Restructuring - The pre-prepared food industry is likely to undergo significant restructuring, with a focus on quality and transparency. Companies that adapt to these changes and maintain high standards may survive and thrive in the long term [28][29].

Core Viewpoint - The article reveals the complex business rules behind the low-cost prepared meal packages, highlighting how they have transformed the small restaurant ecosystem and the underlying strategies employed by manufacturers to target low-income consumers [6][9]. Group 1: Industry Dynamics - The emergence of 5 yuan prepared meal packages has significantly altered the ecosystem of takeout and small dining, driven by delivery platform algorithms that pressure cooking speed and merchant profits [6][9]. - Prepared meal production companies exhibit varying levels of production environment, equipment, and culinary skills, with intricate subcontracting relationships among factories [6][32]. - Many inexperienced entrepreneurs are entering the prepared meal market, often becoming the first victims of exploitation [6][9]. Group 2: Consumer Awareness and Transparency - There exists a tacit agreement within the industry to not disclose the use of prepared meals to customers, with both platforms and regulators largely absent [6][57]. - Some manufacturers are planning to introduce low-cost prepared meal packages made from near-expiry ingredients, raising concerns about transparency and quality [6][57]. Group 3: Market Penetration and Sales Strategies - Prepared meal packages are penetrating the market extensively, with average prices around 5 yuan, and are marketed through various distribution models including direct sales and partnerships [40][42]. - The industry is seeing a rise in individuals starting small businesses using prepared meals, often with minimal investment and operational experience [46][51]. - The marketing strategies employed by prepared meal manufacturers often promise high returns with low initial investment, attracting many to the market [42][46]. Group 4: Quality and Consumer Experience - The quality and taste of prepared meal packages vary widely, with many consumers expressing dissatisfaction with the flavor and texture [66][70]. - Despite the presence of food additives in some products, experts argue that regulated use of these additives does not necessarily equate to health risks [71]. - The article emphasizes the need for clearer labeling of prepared meal types to help consumers make informed choices [71]. Group 5: Future Trends - The article suggests a potential shift towards more transparent consumer interactions, with an increasing number of individuals purchasing prepared meals directly for better clarity on sourcing [60][63]. - New business models are emerging, such as community shared kitchens, which combine various food offerings including prepared meals, aiming to reduce waste and enhance profitability [60][63].

核心提示： 1 5元预制菜料理包已悄然改变外卖等小餐饮生态，其背后是外卖平台算法对出餐速度、商户利润的挤 压，以及预制菜厂家精准捕捉低收入群体的分销策略。 2预制菜料理包生产企业的生产环境、设备、烹饪水平参差不齐，工厂之间有着复杂的代工关系。一些 生产厂采用巴氏消毒或冷冻消毒，专家认为这将淘汰添加防腐剂的料理包产品。 3毫无经验的餐饮小白在盈利话术下挤进预制菜赛道，成了第一批被收割的人。 4行业中普遍存在"不告知顾客使用预制菜"的默契，平台与监管也均缺席。部分厂家准备推出回收临期 食材制作低价预制菜套餐的模式。 5专家认为，无需谈预制菜及添加剂而色变。但消费者对预制菜味道、口感的体验，与行业发展趋势产 生了错位。 你叫小帅，今天刷短视频，一不小心看到批发预制菜料理包仅需5元左右的广告，于是手一滑买了试吃 装。 你按照包装上的指引，把料理包统统丢进沸水里泡了个澡，咕嘟5分钟，天才的你一不小心就做出了一 桌丰盛的大餐。 于是你灵机一动，又买入更多料理包，将热好的菜分装进打包盒里。恭喜你接住了泼天富贵！轻轻松松 就用最小的投入，拥有了一家自己的外卖店。 这看似荒诞的剧情，正在现实中上演。5元料理包外卖早已不是什么秘 ...

以下文章来源于凤凰网财经 ，作者风暴眼工作室 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 本文来自微信公众号： 凤凰网财经 ，作者：洄野，题图来自：AI生成 你叫小帅，今天刷短视频，一不小心看到批发预制菜料理包仅需5元左右的广告，于是手一滑买了试 吃装。 你按照包装上的指引，把料理包统统丢进沸水里泡了个澡，咕嘟5分钟，天才的你一不小心就做出了 一桌丰盛的大餐。 于是你灵机一动，又买入更多料理包，将热好的菜分装进打包盒里。恭喜你接住了泼天富贵！轻轻松 松就用最小的投入，拥有了一家自己的外卖店。 这看似荒诞的剧情，正在现实中上演。5元料理包外卖早已不是什么秘密，但你不知道的是，这并非 传统餐饮工业化升级的简单课题，其背后是外卖平台算法对出餐速度和商户利润的挤压、毫无餐饮经 验的小本创业者"降级"生存的选择，以及预制菜厂家精准捕捉失业、低收入群体"求稳畏险"心态后， 使出的分销推广花样。 迈克尔·波伦曾在《为食物辩护》一书中描述令人沮丧的现实： "母亲们对于家庭一日三餐的话语权 几乎丧失殆尽， ...

你叫小帅，今天刷短视频，一不小心看到批发预制菜料理包仅需5元左右的广告，于是手一滑买了试吃装。 你按照包装上的指引，把料理包统统丢进沸水里泡了个澡，咕嘟5分钟，天才的你一不小心就做出了一桌丰盛的大餐。 于是你灵机一动，又买入更多料理包，将热好的菜分装进打包盒里。恭喜你接住了泼天富贵！轻轻松松就用最小的投入，拥有了一家自己的外卖店。 一家纯外卖店档口。社交平台截图 这看似荒诞的剧情，正在现实中上演。5元料理包外卖早已不是什么秘密，但你不知道的是，这并非传统餐饮工业化升级的简单课题，其背后是外卖平台 算法对出餐速度和商户利润的挤压、毫无餐饮经验的小本创业者"降级"生存的选择，以及预制菜厂家精准捕捉失业、低收入群体"求稳畏险"心态后，使出 的分销推广花样。 迈克尔·波伦曾在《为食物辩护》一书中描述令人沮丧的现实："母亲们对于家庭一日三餐的话语权几乎丧失殆尽，全都拱手让给了科学家、食品推销 商。"过去一个月，人们对"西贝式"高价预制菜的讨论，正是消费者对话语权的争夺。 但面对无处不在的廉价预制菜料理包，人们似乎已经习以为常。近日，凤凰网《风暴眼》探访多家预制菜料理包生产工厂，深入行业各环节，为你解锁 ——资本究竟是如 ...

Core Insights - The emergence of 5 yuan pre-made meal kits has significantly altered the ecosystem of takeout and small dining, driven by the pressure from delivery platform algorithms on cooking speed and merchant profits, as well as the distribution strategies of pre-made meal manufacturers targeting low-income groups [1][8] - The production environment, equipment, and cooking standards of pre-made meal manufacturers vary widely, with complex subcontracting relationships among factories. Some manufacturers use pasteurization or frozen sterilization, which experts believe will phase out products containing preservatives [1][28] Group 1 - Many inexperienced entrepreneurs have entered the pre-made meal market, becoming the first victims of this trend [2] - There is a tacit understanding in the industry to not disclose the use of pre-made meals to customers, with both platforms and regulators largely absent. Some manufacturers are preparing to launch low-cost pre-made meal packages made from recovered near-expiry ingredients [3][4] - Experts suggest that there is no need to fear pre-made meals and additives, but consumer experiences with taste and texture are misaligned with industry development trends [4][5] Group 2 - The production of a pre-made meal kit involves various processes, with some factories maintaining acceptable hygiene standards despite appearing disorganized [10][16][22] - The overall quality and taste of pre-made meals vary significantly, with many products exhibiting a strong "industrial taste" [57][64] - The market for pre-made meals has penetrated deeply into the food service industry, with many low-cost options available, averaging around 5 yuan [34][36] Group 3 - The pre-made meal industry has developed a distribution model that includes direct sales to various food service establishments, including quick-service restaurants and schools [42][44] - Many entrepreneurs are drawn to the pre-made meal business due to the low initial investment and the promise of high returns, despite the reality of market challenges [39][47] - The lack of transparency regarding the use of pre-made meals has created a mutual understanding between sellers and buyers, with many consumers unaware of the products' origins [50][51] Group 4 - The rise of pre-made meals is largely driven by cost considerations, with many operators finding it unfeasible to hire chefs for takeout [46][48] - Despite the low cost of pre-made meals, profitability is not guaranteed, as many operators struggle to maintain sales amid fierce competition and price wars [47][49] - The trend of using pre-made meals is expected to continue, with a growing number of consumers opting for direct purchases to ensure transparency [52][53] Group 5 - The pre-made meal market is evolving, with some manufacturers exploring new customer acquisition models, such as community shared kitchens [53][56] - The industry is witnessing a shift towards more sustainable practices, including the recovery and reuse of near-expiry ingredients [56] - The overall perception of pre-made meals is changing, with consumers increasingly seeking quality and transparency in their food choices [67]

Core Viewpoint - The article discusses the launch of a new production facility by Zhuhai Jiyuan Aquatic Technology Co., Ltd., aimed at creating a comprehensive ecosystem for the production of white grouper, with a target of achieving a total industry value of 50 billion yuan in the next five to ten years [2][30]. Group 1: New Production Facility - The new factory has an annual processing capacity of 20,000 tons and an annual output value exceeding 500 million yuan, producing over 30 product categories including ready-to-eat grouper and pre-prepared meal kits [9][10]. - The factory integrates production and management processes, significantly reducing labor costs and improving the processing conversion rate of fresh aquatic products [11][10]. - The production line features advanced automation and digital management systems, achieving a daily sorting and packaging volume of over 20,000 pieces, which is a 300% efficiency increase compared to traditional manual methods [17][18]. Group 2: Product Innovation - The company has introduced new products under its own brand, including grouper meatballs and fish noodles, which have received positive feedback for their texture and quality [22][23]. - The production line employs leading rapid freezing technology to maintain the freshness and nutritional value of the grouper [24][25]. Group 3: Industry Ecosystem Development - The "Blue Industry Ecosystem Partner Plan" was launched to create a closed-loop ecosystem for the entire industry chain, collaborating with various partners including marine groups and e-commerce platforms [35][38]. - The company is establishing a standardized ecological breeding base to ensure quality control from the source, impacting 40,000 acres of surrounding aquaculture [43][49]. - The facility aims to transform the grouper industry from traditional processing to a full value chain upgrade, enhancing its market presence and brand recognition across the country [54][66].