烤肉品类 发展报告2026 2026年1月 摘要 p 本报告在红餐大数据的基础上，综合红餐产业研究院的桌面研究、调研数据、专家意见等，对烤肉的相关资料 进行整理分析。从烤肉的整体概况、竞争情况、门店数据、发展特征、发展痛点等角度，综合剖析了烤肉品类 的发展现状，旨在为烤肉从业者、投资人、消费者等提供参考 p 全文部分亮点如下： 据红餐大数据，截至2025年12月，全国烤肉门店数为20.5万家，相较去年同期，同比增长了34.4%。在此背景下，烤 肉赛道呈现市场规模稳步扩张的态势。据红餐大数据，2024年我国烤肉赛道的市场规模为1,050亿元，同比增速为 1.6%。2025年烤肉市场规模约为1,060亿元 在消费者需求日趋多元、文旅消费持续升温、消费观念转向谨慎，以及品牌持续创新的共同驱动下，烤肉赛道迎来新 发展。一方面，主打高性价比的自助模式和注重情绪价值的"漂亮饭"广受欢迎；另一方面，地方特色烤肉、美式烤 肉等细分赛道的热度上升 烤肉品牌主要围绕"新、鲜、奇"进行差异化突围。求新方面，品牌聚焦食材、风味、场景与体验等维度全力创新； 求鲜方面，随着消费者对食材新鲜度的追求愈发强烈，推动以 "明档现切、炭火现烤、 ...

Supply Chain Solutions ——厨纪AI炒菜机器人-F3应用方案 中国餐饮供应链研究报告 2025年12月 在餐饮收入增速放缓、竞争加剧的背景下，餐饮品牌加速扩张抢 占市场 近年来，我国宏观经济整体呈现稳中向好的态势，但餐饮收入的增长动力略显不足，增 速显著放缓。 国家统计局数据显示，2024年全国餐饮收入达到5.57万亿元，同比增长5.3%，增速较 2023年下降了15.1个百分点；进入2025年，1—11月全国餐饮收入超5.2万亿元，同比增速 进一步下滑至3.3%。 2019年至2025年11月全国餐饮收入情况 9.4% -16.6% 18.6% -6.3% 20.4% 5.3% 3.3% 0 20,000 40,000 60,000 2019年 2020年 2021年 2022年 2023年 2024年 2025年 1—11月 餐饮收入（亿元） 同比变化 资料来源：国家统计局，红餐产业研究院整理，数据统计时间截至2025年11月。 与此同时，随着市场洗牌加剧，餐饮行业进入存量竞争阶段。红餐大数据显示，2025年 第三季度全国餐饮门店数量超770万家，较2024年同期下降了3.8%。 在 ...

江西小炒 发展报告2025 2025年12月 摘要 01 赛道发展概况：经过多年发展，江西小炒逐步从以夫妻店为代表的民间餐饮形态向连锁餐饮形态过渡，并 迈向规范化、产业化发展新阶段。据红餐大数据，截至2025年12月，江西小炒的全国门店数超过2万家， 但连锁化程度仍有较大提升空间，门店数在5家及以下的江西小炒品牌门店数占比高达97.5% 02 门店分布情况：受江西人口迁移及不同区域饮食口味差异的影响，超八成江西小炒门店分布在华东地区， 其中除江西省外，浙江省门店数量遥遥领先，远超其他省份。从线级城市分布来看，江西小炒在下沉市场 具备强劲的渗透力。据红餐大数据，二线城市的江西小炒门店数量占比最高，达到26.5%；三线城市紧随 其后，占比超过20%；四线城市、五线及以下城市的占比均在10%以上 03 赛道发展特征：产品策略方面，连锁化品牌正向标准化、效率化迈进，而夫妻小店则以灵活的产品策略守 住风味根基；品牌定位方面，越来越多品牌开始从江西不同地域菜系中汲取灵感形成差异化定位；经营模 式方面，从社区的"市井风"到城市核心商圈的"快时尚"与"漂亮饭"，不同类型品牌在定位、选址、 装修与传播上呈现明显差异 04 未来 ...

2025年12月 摘要 p 本报告在红餐大数据的基础上，综合红餐产业研究院的桌面研究、调研数据、专家意见等，对餐饮行业"漂亮 饭"的相关资料进行整理分析。从赛道概况、发展特征、品牌案例以及未来展望等角度，综合剖析了"漂亮饭" 赛道的发展现状，旨在为相关从业者、投资人、消费者提供参考 p 本文部分亮点如下： 餐饮行业"漂亮饭" 研究报告2025 01 自2025年年初开始，"漂亮饭"在各大媒体和社交平台上的关注度显著提升。截至2025年11月，"漂亮饭"话题在抖音平 台的视频播放量已超过36亿次；小红书平台"漂亮饭"话题下的笔记浏览量达6.2亿次，讨论量超308万次。目前，"漂亮 饭"已渗透到西餐、亚洲料理以及中式餐饮等多个细分领域 02 "漂亮饭"的崛起主要受以下几个方面的因素助推。其一，兼具高颜值与体验感的"漂亮饭"契合了年轻群体对情绪价值 和社交价值的诉求；其二，在市场竞争激烈的环境下，餐饮企业的经营策略从以往的"卷价格"转向 "转向"卷氛 围""卷品质"；其三，餐饮供应链与配套设施日益完善，食材供应、调味料、空间设计等企业为"漂亮饭"的崛起提供 了有力支撑；其四，社交媒体在餐饮消费决策中的影响力日益凸显 ...

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry Core Insights - The restaurant industry is entering a phase of rational growth and high-quality competition, with the industry prosperity index showing fluctuations in the third quarter of 2025 [6][21][24] - National restaurant revenue growth has slowed, with a year-on-year increase of only 0.9% in September 2025 [7][8] - The number of registered restaurants has decreased, indicating intensified market competition and a more cautious attitude among entrepreneurs [21][22] Summary by Sections 1. Industry Overview - The restaurant industry's prosperity index increased initially but then declined, reflecting a transition to rational growth and high-quality competition [6][24] - National consumption growth is slow, with retail sales growth dropping from 3.7% to 3.0% from July to September 2025 [7] - Restaurant revenue growth showed volatility, with a year-on-year increase of only 0.9% in September 2025 [7][8] 2. Product Launches - In Q3 2025, coffee and tea brands launched numerous new products, with floral and glutinous rice elements being widely used [48][60] - Western fast food brands introduced 301 new products, with the majority being in the burger category [49][50] - The noodle category saw significant innovation, with 73 new products launched, emphasizing regional flavors [53][55] 3. Emerging Brands - Six standout brands were identified for their rapid expansion and innovative marketing strategies, including "朴大叔拌饭" and "野人先生" [75][76] - "朴大叔拌饭" surpassed 1,100 stores, while "野人先生" also crossed the 1,000-store mark, indicating strong market presence [78][81] - Brands like "茉莉奶白" and "流浪泡泡" have successfully integrated cultural elements into their marketing, enhancing brand visibility [90]

Investment Rating - The report indicates a positive investment outlook for the barbecue skewers market, with a projected market size growth from 1,128 billion yuan in 2021 to over 1,600 billion yuan by 2025, reflecting an annual growth rate of 12.2% [2][3]. Core Insights - The barbecue skewers market in China is experiencing significant growth, driven by increasing consumer demand, yet faces challenges such as a lack of standardization and high reliance on manual labor [2][4]. - The chicken wing segment is highlighted as a key growth area, with chicken meat being the second most consumed meat in China, accounting for 25% of total meat consumption [8][9]. - The "Three Good Chicken Wings" solution by Wildfire aims to address industry pain points such as low standardization and high labor costs by providing a standardized product that reduces reliance on skilled labor and improves operational efficiency [13][18]. Summary by Sections Market Overview - The barbecue skewers market size is expected to grow from 1,128 billion yuan in 2021 to 1,540 billion yuan in 2024, with a projected increase to over 1,600 billion yuan in 2025 [2][3]. - The number of barbecue skewers outlets in China has shown a growth trend, increasing from 292,000 in January 2025 to 307,000 by June 2025 [2][3]. Supply Chain Challenges - The low chain rate in the barbecue skewers market is attributed to regional flavor variations and a fragmented supply chain, which hinders standardized operations and brand expansion [4][5]. - High labor dependency in the preparation process leads to inefficiencies and increased operational costs [5]. Product Innovation - Wildfire's "Three Good Chicken Wings" solution offers a standardized product that eliminates the need for marination, thus reducing preparation time and labor costs significantly [13][18]. - The solution utilizes AI technology and a robust cold chain logistics system to ensure product quality and consistency across various outlets [14][18]. Financial Performance - The labor cost per chicken wing in the Wildfire model is only 0.2 yuan, a reduction of 83.3% compared to traditional methods, with a gross margin of approximately 60%, exceeding the industry average [18][19]. - The standardized process reduces flavor variability to below 3%, enhancing customer retention and satisfaction [18][19]. Market Applications - The "Three Good Chicken Wings" solution is adaptable across various dining scenarios, including fried chicken, barbecue, and traditional Chinese cuisine, demonstrating its versatility in the food service industry [24][26]. - Successful case studies show significant improvements in operational efficiency and profitability for various types of barbecue outlets that have adopted this solution [23].

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry Core Insights - The report analyzes the new product launch trends in the restaurant industry, focusing on six representative categories: Western fast food, noodles, tea drinks, coffee drinks, bakery, and hot pot. A total of 330 brands were monitored, with 177 brands launching new products in June 2025, accounting for 53.6% of the monitored sample. The total number of new products launched across these categories was 785, representing a 14.1% decrease compared to May 2025 [4][10][15]. Summary by Category Western Fast Food - In June 2025, 20 brands launched 66 new products, with dessert items leading at 24.2%. Innovations focused on filling and flavor, with 51.4% of new products emphasizing filling innovation, integrating local and healthy ingredients [24][17][22]. Noodles - Among 61 monitored brands, 21 launched 65 new products, with mixed noodles and dessert drinks forming a core launch strategy, together accounting for over 40%. The main innovation direction involved using local and wild ingredients as toppings, with 66.7% of innovations focusing on toppings [32][30]. Tea Drinks - A total of 64 brands launched 245 new products, with fruit tea leading the category. The report highlights the use of seasonal fruits and emphasizes the reduction of vegetable elements in new products. 73.1% of new products contained tea bases, with green tea being the most popular [35][36][40]. Coffee Drinks - 23 brands launched 78 new products, with fruit elements comprising 71.2% of the ingredients. Coffee liquid bases were predominant, making up 66% of new products. The report notes a trend towards complex flavor profiles in new coffee products [46][50][53]. Bakery - 33 brands launched 263 new products, with cakes being the most prevalent at 57.8%. The report indicates a focus on seasonal and health-oriented products, with a notable increase in the use of fruits and dairy ingredients [60][63]. Hot Pot - 16 brands launched 68 new products, with hot pot ingredients leading at 54.4%. The emphasis was on the quality of ingredients and traditional preparation methods, showcasing local specialties [66][64].

Investment Rating - The report indicates a positive investment outlook for the restaurant industry, with a significant increase in the national restaurant prosperity index from 94.7 in April to 104.2 in May 2025, reflecting a 10% month-on-month growth [7][8]. Core Insights - The restaurant industry is experiencing a robust recovery driven by holiday consumption, with increased foot traffic and sales during May due to various celebrations [6][7]. - New product launches are thriving, particularly in Western fast food and tea beverages, showcasing regional flavors and innovative ingredients [12][22]. - The expansion of restaurant brands is notable, with both domestic growth and international market entries being actively pursued [41][45]. - Investment activities are stabilizing, with several financing events and IPOs occurring in the restaurant sector, indicating a healthy investment climate [48][52]. Summary by Sections 1. Restaurant Industry Prosperity Index - The national restaurant prosperity index rose to 104.2 in May 2025, a 10% increase from April, driven by holiday spending and seasonal demand [7][8][9]. 2. New Product Launches - In May, 45 Western fast food brands launched 121 new products, an 8% increase from the previous month, with a focus on regional flavors [13][14]. - The tea beverage sector saw 64 brands introduce 242 new products, with fruit tea leading the market and a notable increase in health-oriented ingredients [22][23]. - The bakery segment introduced 237 new products, with cakes being the most popular category, driven by Mother's Day and the upcoming Dragon Boat Festival [31][32]. 3. Opening Situations - Domestic brands are actively expanding, with notable openings such as Luckin Coffee's Brazilian coffee-themed store and Haidilao's first crispy fish-themed restaurant [45][46]. - International expansions include the opening of tea brands in Europe and Southeast Asia, indicating a strategic move towards global markets [45][46]. 4. Investment, Mergers, and IPOs - The report recorded four financing events in May, with a focus on downstream restaurant brands, and three companies indicating IPO plans [48][49]. - Notable IPOs include the successful listing of沪上阿姨 and海天味业, highlighting the growing interest in the restaurant sector [52][54]. 5. Major Events in the Restaurant Industry - Key developments include McDonald's stable performance in China, the launch of new themed stores by various brands, and strategic partnerships aimed at expanding market reach [57][61]. - Regulatory updates are also noted, with new legislation aimed at enhancing food safety and protecting traditional dining cultures [61]. 6. Red Restaurant Index Top 100 - The top three brands in the Red Restaurant Index for May 2025 are Haidilao, KFC (China), and Luckin Coffee, reflecting their strong market positions [66][70].

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry. Core Insights - The report highlights a significant increase in new product launches across six major categories in the restaurant industry, with a total of 896 new products launched in April 2025, representing a month-on-month growth of 55.8% [5][12][14]. Summary by Sections Overall New Product Overview - In April 2025, 174 out of 329 monitored brands launched new products, accounting for 52.9% of the sample [11][12]. - The new product count across six categories showed positive growth, with the highest increase seen in the noodle category, which surged by 118.6% [14][33]. Western Fast Food - In April, 19 Western fast food brands introduced 112 new products, marking a 93.1% increase from March [13][26]. - The most common new product categories included pizza and light meals, each accounting for 17.0% of the new launches [17][26]. Noodle Products - A total of 94 new noodle products were launched by 24 brands, with a remarkable increase of 118.6% compared to March [33]. - The most prevalent new product category was soup noodles, which made up 25.5% of the new launches [32][33]. Tea Drinks - 55 tea brands launched 183 new products in April, with fruit tea being the most popular category, accounting for 38.3% of the new launches [39]. - The price range for new tea products was primarily concentrated between 15 and 20 yuan per cup, representing 52.2% of the total [39]. Coffee Drinks - 23 coffee brands introduced 80 new products, with latte products being the most common, comprising 37.5% of the new launches [49]. - The focus on health-oriented products was evident, with many new offerings featuring low-sugar and low-fat attributes [49][50]. Bakery Products - 33 bakery brands launched 325 new products, with Chinese pastries leading the way at 33.5% of the total new products [60]. - The report noted a trend towards incorporating seasonal elements and floral flavors in new bakery items [58][60].

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry Core Insights - The report highlights a significant increase in new product launches across six major categories in the restaurant industry, with a total of 896 new products launched in April 2025, representing a 55.8% increase compared to March 2025 [11][12][13] - The monitoring of 329 brands revealed that 174 brands introduced new products, accounting for 52.9% of the sample [10][11] - The report emphasizes the innovation trends in various segments, particularly focusing on seasonal preferences and health-conscious options [20][21] Summary by Relevant Sections Overall New Product Overview - In April 2025, the total number of new products across six categories reached 896, marking a 55.8% month-over-month increase [11][12] - The brands monitored included 19 in Western fast food, 24 in noodle dishes, 55 in tea drinks, 23 in coffee drinks, 33 in bakery, and 20 in hot pot [9][10] Western Fast Food - 19 brands launched 112 new products, a 93.1% increase from March [12][24] - The most popular categories included pizza and light meals, each accounting for 17.0% of new products [16][24] - Innovations focused on flavor upgrades and healthier options, with a notable increase in regional flavor integration [25][26] Noodle Dishes - 24 brands introduced 94 new products, with a remarkable 118.6% increase from the previous month [31] - The most common new product categories were soup noodles and snacks, each representing 25.5% and 24.5% respectively [30][31] - Innovations included seasonal dishes and cold food options to cater to consumer preferences [29][31] Tea Drinks - 55 brands launched 183 new products, with fruit tea being the most prevalent category at 38.3% [37] - The price range for new products was primarily between 15 to 20 yuan per cup, accounting for 52.2% of the total [36][37] - The report noted a strong emphasis on refreshing flavors and the use of multiple fruit combinations in new products [38][41] Coffee Drinks - 23 brands introduced 80 new products, with a 35.6% increase from March [47] - The most common new product was the latte, making up 37.5% of the total [45][47] - Innovations focused on health-oriented options, including zero-sugar and zero-fat products [45][48] Bakery - 33 brands launched 325 new products, an 82.6% increase from the previous month [58] - The most significant categories were Chinese pastries and cakes, accounting for 33.5% and 32.9% respectively [58] - Seasonal elements and health-conscious ingredients were highlighted in the new product offerings [56][58]