Under the pressure of 315, why does Youyou Food "get brighter the more you wash"?

AI · Youyou Food Quality Control System: How to Respond to Industry Turmoil?

Produced by | Zhongfang Network

Reviewed by | Li Xiaoyan

The 2026 CCTV 3·15 Gala, themed “Trustworthy Consumption, Quality Life,” places food safety at the core of consumer rights protection. The evening’s opening focused on chaotic processing practices of pickled pepper chicken feet in Sichuan and Chongqing regions, exposing violations by companies like Shufu Xiang Food and Zengqiao Food, such as using industrial hydrogen peroxide for bleaching and dirty production environments, which quickly caused industry-wide震动. As the “Number One Stock in Pickled Pepper Chicken Feet,” Youyou Food, though not listed among the exposed companies, attracted significant market attention due to its leading position. Coupled with a few individual complaints on the Black Cat platform, market concerns about its business prospects arose temporarily.

Looking at the overall situation and the company’s fundamentals, this industry rectification is not a blow to leading compliant companies but a structural opportunity to accelerate the淘汰 of inferior capacity and strengthen leading barriers. With its compliant system, full-chain quality control, and stable channel resilience, Youyou Food’s short-term public opinion disturbances do not alter its long-term growth logic. It is expected to further consolidate its leading position amid industry standardization and升级.

The 3·15 exposure directly pointed to illegal activities of some small and medium-sized chicken feet producers in Sichuan and Chongqing: using industrial-grade hydrogen peroxide for bleaching to improve appearance, substandard sanitation, and staff working without health certificates, all严重违反《食品安全法》and food additive standards. These behaviors are典型的非法逐利, fundamentally different from standardized production of正规品牌.

From the perspective of public opinion relevance, Youyou Food has no股权,生产, or OEM关联 with the involved companies, and the CCTV曝光名单 did not involve any of its production lines or products. The Black Cat投诉平台 shows limited complaints against Youyou Food, mainly about sensory abnormalities or foreign object suspicions in individual products, with no mass or systemic安全问题, and most complaints are already being处理. The company’s customer service responded promptly, stating that no hydrogen peroxide was used and production strictly followed national standards; on the evening of March 15, Youyou Food issued a formal声明, committing to uphold food safety底线, fully implement主体责任, and confirm that no banned additives were used, with production符合SC, HACCP, ISO22000等管理体系要求.

Short-term stock price fluctuations mainly reflect market sentiment. From early February to March 15, the stock price dropped from 14.27 yuan to 11.26 yuan, a decline of about 20%, with a market cap of approximately 4.816 billion yuan. However, on major platforms like JD.com and Taobao, branded pickled pepper chicken feet are still selling normally, contrasting with brands like “Obedient Daughter” that have been全面下架, confirming that渠道和消费者基本认可公司的合规性。Public opinion disturbances are more emotional releases driven by行业恐慌, rather than signs of公司基本面恶化.

As the pioneer and唯一上市公司 in the pickled pepper chicken feet category, Youyou Food regards food safety as its survival底线, establishing a full-chain闭环管控 and全程可追溯体系 covering raw material采购,生产加工,出厂检验,仓储物流.

On the raw material side, the company enforces严格的供应商准入 and batch检测制度, controlling the quality of core raw materials like chicken feet from the source, preventing不合格原料进入厂门; on the production side, it推行标准化、清洁化、智能化生产, with workshop环境、操作人员、消毒流程 all adhering to最高标准, physically preventing脏乱差和违规添加; on检测, each batch of products undergoes microbiological, additive, and sensory testing before出厂, only entering the market after passing; on追溯, from raw materials to finished products, batch traceability and流向追踪 are implemented, providing完整的证据链 for食品安全.

Financial data confirms the company’s稳健经营 and持续投入 in quality control. The 2024 annual report shows revenue from pickled pepper chicken feet products reaching 784.6 million yuan, accounting for 66.36% of total revenue, with main product利润 of 248.1 million yuan,占比72.43%, highlighting strong盈利能力. In the first half of 2025, poultry product revenue was 659.3 million yuan,占比85.51%, with a focused product structure and stable竞争力. The Southwest region, a key market for the company, contributed 45.97% of revenue in 2024, being both a核心消费市场 and an area with严格监管 and最高品控要求, driving the company to持续升级质量管理能力.

Compared to industry乱象, Youyou Food坚持合规底线,拒绝以牺牲安全为代价的低成本竞争. This长期主义投入转化为行业震荡期难以复制的信任壁垒，成为区别中小违规企业的核心标志。

The pickled pepper chicken feet industry长期呈现“大市场、小企业”格局, with many small workshops, some relying on违规降本抢占低端市场,劣币驱逐良币的现象屡见不鲜. This 3·15曝光及后续执法行动将推动监管部门加大巡查力度、提高行业准入门槛、强化全链条监管，加快淘汰无资质、不合规、低效率的产能。

行业出清带来三重明确利好：一是市场份额向合规龙头集中，涉事品牌退出后，渠道和需求将优先转移至有友食品等头部企业；二是价格体系回归理性，违规低价产品退出后，行业毛利率和竞争秩序改善，头部企业盈利质量提升；三是倒逼行业整体升级品控，推动供应链、生产、检测标准化，有友食品作为行业标杆，有望参与标准制定和规范输出，进一步提升话语权。

从长期趋势看，休闲卤制品行业持续扩容，泡椒凤爪作为经典单品，需求具有刚性和粘性。消费者在风波后更关注品牌、资质和安全背书，具备上市公司背景、透明生产体系、稳定品控能力的企业将更受青睐。有友食品已在渠道、品牌、供应链方面建立了先发优势，行业规范化升级将进一步放大这一优势。

在肯定合规底色和长期价值的同时，也应理性看待黑猫投诉平台的个案舆情和处理效率，仍需优化。个别产品出现感官异常或异物质疑，虽不涉及系统性安全风险，但会影响消费者体验和品牌声誉。

作为行业龙头，有友食品可以进一步完善客诉处理机制：建立快速响应通道，缩短处理时间；公开投诉流程和结果，提升透明度；加强生产末端质检和包装管控，降低个案问题发生率；主动邀请监管部门和消费者代表参观生产线，以可视化、透明化消除疑虑。这次舆情也是一次全面体检，推动企业在品控、服务和沟通方面再上新台阶。

短期股价波动和舆情扰动，不会改变龙头企业的长期竞争力。Youyou Food未涉及3·15违规核心，生产合规、渠道稳定、基本面扎实，在行业出清和集中度提升过程中，有望凭借合规优势、品牌优势和规模优势，进一步巩固“泡椒凤爪第一股”的领先地位。

3·15晚会的曝光，是对食品行业的一次深刻警醒，也是对合规企业的长期利好。民以食为天，食以安为先，食品安全从来不是选择题，而是生存线。作为行业头部上市公司，Youyou Food以合规为基、以品质为本，在行业震荡中守住底线、稳住经营，展现出穿越周期的韧性。