中国餐饮供应链指南2024 ——餐饮冷链物流及设计咨询篇 2024年12月 | 第一章 | 餐饮冷链物流篇 | 3 | | --- | --- | --- | | 01 | 技术、政策、需求多方助力，冷链物流市场持续扩容 | 4 | | 02 | 餐饮供应链的革命，冷链物流从仓储到配送的大升级 | 8 | | 03 | 餐饮冷链物流企业黄页 | 15 | | 第二章 | 设计咨询篇 | 18 | | 01 | 餐饮品牌连锁化趋势加强，设计与咨询需求增加 | 19 | | 02 | 从全案到咨询战略，赋能餐企多元化、精细化发展 | 21 | | 03 | 餐饮设计与咨询企业黄页 | 32 | 目 录 第一章 餐饮冷链物流 01 技术、政策、需求多方助力， 冷链物流市场持续扩容 中国餐饮供应链指南2024 餐饮冷链物流及设计咨询篇 冷链物流是确保食品在流通过程中保持低温状态，从而保障食品品质与安全 的重要物流方式。 随着我国经济的快速发展，冷链物流市场发展相对成熟，市场规模也在逐步 扩大。近五年来，我国冷链物流市场规模呈持续增长态势。中物联冷链委数 据显示，2023年，我国冷链物流市场规模达5,170亿元，同比增 ...

小吃快餐品类发展 红餐 产业研究院 × 仟味高汤 报告2024 摘要 2024年12月 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，对小吃快餐品类的 相关资料进行整理分析。从品类全貌、发展动向、细分品类表现、品牌创新案例、未来发展趋势以及经营建议 等角度，综合剖析了小吃快餐赛道的发展现状，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： 红餐大数据显示，截至2024年12月，全国小吃快餐总门店数超过了357万家，预计2024年小吃快餐市 场规模将突破1万亿元 01 从区域分布来看，华东地区的小吃快餐门店数最多，门店数占比为34.3%。但从门店增长率来看，西 北地区的门店数增长最快 03 从小吃快餐各细分品类的门店数占比来看，刚需属性较强的米饭快餐、面馆和米粉（含米线）占据了 前三，占比分别为26.3%、18.7%和9.4%；同时具备休闲与刚需属性的西式快餐排在第四位，占比为 9.1% 02 04 近年来，小吃快餐品牌从产品创新、渠道拓展、经营模式探索、海外市场开拓、数智化建设等多方面 持续发力，不断寻求突破和发展。与此同时，上游企业也积极响应市场需求变化 ...

Investment Rating - The report indicates a positive investment outlook for the hot pot industry, projecting a market size exceeding 600 billion yuan in 2024, despite a decline in per capita consumption [5][10][18]. Core Insights - The hot pot sector is experiencing steady growth, with innovations in flavors, ingredients, and dining experiences driving consumer interest and brand differentiation [2][4][21]. - The report identifies five main innovation directions for 2024: product innovation, location innovation, scene innovation, model innovation, and experience innovation, with product innovation being the central focus [2][27][30]. - The supply chain is increasingly recognized as a key driver of innovation within the hot pot industry, transitioning from a supportive role to a co-creator and driver of brand differentiation [4][14][39]. Summary by Sections Hot Pot Industry Development Overview - The hot pot market is projected to surpass 600 billion yuan in 2024, with approximately 400,000 related enterprises in China [5][10]. - Despite a decline in per capita consumption from around 90 yuan to 60-65 yuan, daily revenue remains stable, with brands like Haidilao showing resilience through continuous innovation [18][22]. Consumer Innovation Trends - The primary focus of product innovation includes regional and intangible cultural heritage ingredients, with a notable rise in the popularity of sour-flavored hot pots [30][33]. - Hot pot brands are expanding their offerings to include diverse food categories, enhancing consumer engagement and frequency of visits [27][45]. Supply Chain Innovations - The supply chain's role is evolving, with brands increasingly relying on it for product design, new product development, and logistics [4][14][39]. - The report emphasizes the importance of supply chain capabilities in meeting the growing consumer demand for freshness and quality [14][39]. Future Outlook for the Hot Pot Industry - The report anticipates that the hot pot industry will continue to innovate and adapt to consumer preferences, with a focus on enhancing the dining experience through various integrations and offerings [21][45]. - The competitive landscape is intensifying, with brands adopting strategies to differentiate themselves amidst rising market pressures and consumer expectations [14][18].

Industry Overview - The semi-finished prepared dishes industry is a typical example of integrated development across primary, secondary, and tertiary industries, directly driving local economic growth by leveraging regional resources [6] - In 2024, multiple provinces and cities are developing characteristic prepared dishes based on local conditions, integrating local agricultural products into the industrial chain and encouraging the creation of regional public brands [6] - Enterprises are focusing on safety, health, and nutrition, leading to continuous product segmentation and diversification, as well as technological innovation [6] Market Competition - The prepared dishes market is becoming increasingly competitive with new players from the seasoning and food industries entering the market, such as Fuling Zhacai, which has developed products like instant soup with pickled mustard [7] - Established players are also expanding their product lines and improving product structures, such as Anjoy Foods integrating its Anjoy Kitchen and skewer roasting departments [7] - Companies like Longda Foodstuff are focusing on large single products such as sausages, crispy pork, and bacon, with sausage sales exceeding 100 million yuan in 2023 [8] - Capacity expansion and supply chain improvements are also underway, with companies like Weizhixiang and Delisi investing in new production facilities [9] Regional Development - Guangdong is building a seafood prepared dishes cluster, with strong domestic and export sales, leveraging its rich fishery resources and culinary culture [45][46] - Shandong is developing a diversified prepared dishes industry, including meat, seafood, and frozen vegetables, with Yantai being a major hub for chicken prepared dishes [54][55] - Henan is leveraging its agricultural resources and cold chain logistics advantages to develop meat and regional cuisine prepared dishes [61][64] - Sichuan is focusing on Sichuan-style snacks and dishes, with seasoning companies aiding in flavor development [69][70] - Hunan is capitalizing on the popularity of Hunan cuisine to develop upstream supply chains, with products like preserved vegetables and bamboo shoots becoming popular [77][80] - Fujian is developing characteristic Min cuisine prepared dishes, with products like Buddha Jumps Over the Wall and yellow croaker [85][86] - Jiangsu, Zhejiang, and Shanghai are cultivating C-end prepared dishes brands, with a focus on aquatic products like lotus root and pufferfish [94][96] Product Innovation - Health and nutrition are becoming key focuses for prepared dishes companies, with products like medicinal cuisine and low-calorie dishes gaining popularity [28][29] - Companies are exploring niche ingredients such as pufferfish, knife fish, and soft-shelled turtle to break product homogeneity [34][35] - Technological innovations are being adopted to improve taste and restore original flavors, such as Weizhixiang's probiotic freshness-preserving technology [36][37] Key Products - Aquatic prepared dishes are seeing diversification beyond traditional products like sauerkraut fish and crayfish, with shrimp paste, bullfrog, and eel gaining attention [108][109][121][131] - Shrimp paste products are being innovated with new ingredients and applications, such as squid ink and tofu skin [109][112] - Crayfish prepared dishes are becoming a major focus, with companies like Xinliangji and Guolian Aquatic Products leading the market [114][117] - Bullfrog prepared dishes are emerging as a potential new star product, with companies like Guoshui Aquatic Products and Nenglong Foods investing in this category [121][122] - Sauerkraut fish remains a popular product, with companies like Dingding Lazy Dishes and Anjoy Foods achieving significant sales [125][126] - Eel prepared dishes are being developed for both Japanese and Chinese cuisines, with companies like Tianma Technology and Hezhidao Foods exploring new markets [131][132][136]

Investment Rating - The report indicates a positive investment outlook for the restaurant industry, with an overall upward trend in the industry’s prosperity index, suggesting expansion and growth opportunities [6][8]. Core Insights - The restaurant industry's prosperity index has risen to 119.7 as of August 2024, reflecting a stable growth in national restaurant revenue, which reached 34,998 billion yuan, a year-on-year increase of 6.6% [8]. - There is a noticeable regional differentiation in the prosperity index, with Sichuan and Shanghai showing growth, while Guangdong and Beijing are experiencing declines [12]. - The introduction of new products in the tea, bakery, and hot pot categories is steady, while the coffee product launches are slowing down [19][21][25]. - Domestic brands continue to expand aggressively, and international brands are also entering the Chinese market [36][39]. - The number of financing events in the restaurant sector increased in September, although there were few new IPO movements [42]. - Significant actions and events in the restaurant industry were noted, including new store openings and strategic partnerships [47]. Summary by Sections Restaurant Industry Prosperity Index - The national restaurant prosperity index has increased to 119.7, indicating an expansion phase for the industry [8]. - The revenue for the restaurant sector reached 34,998 billion yuan from January to August 2024, with a year-on-year growth of 6.6% [8]. - The index reflects a stable growth trend, supported by increased consumer spending during the summer travel season [8]. Regional Analysis - The prosperity index shows a divergence among key regions, with Sichuan's index rising to 107.4 and Shanghai's to 121.2, while Guangdong and Beijing's indices have declined [12]. - The competitive landscape in Guangdong and Beijing is intensifying, leading to a more challenging market environment [12]. Product Launches - In September 2024, 44 tea brands launched 179 new products, with a focus on fruit tea and milk tea categories [21]. - Coffee product launches have decreased, with a focus on seasonal elements like osmanthus and pear [25]. - The bakery sector maintained its new product launch numbers, with a notable interest in cheese and seasonal fruits [29]. Opening of New Stores - Domestic brands are actively expanding, with several new store openings across various cities, including specialized stores and community-focused outlets [36][39]. - International brands are also entering the market, with notable openings such as SHOGUN BURGER and Unir SPECIALTY COFFEE in Shanghai [39]. Financing and IPOs - The restaurant sector saw an increase in financing events in September, with a total of 9 recorded events, primarily in the food supply chain and restaurant brand categories [42]. - The financing rounds were mainly in the angel and A rounds, with amounts primarily in the millions [42]. Major Events in the Industry - Significant industry events included the opening of new themed restaurants and strategic partnerships aimed at enhancing customer experience and expanding market reach [47].

Investment Rating - The report indicates a positive investment outlook for the specialty coffee industry, highlighting its rapid growth and emerging trends [4][36]. Core Insights - The specialty coffee market in China is experiencing significant growth, with a projected market size of 27.9 billion yuan in 2024, reflecting a compound annual growth rate of 22.7% over the past five years [22][36]. - The report identifies four major trends in the specialty coffee sector: scaling, integration, localization, and normalization, with a notable emphasis on the normalization trend [6][75]. - The consumer base for specialty coffee is expanding, with 78.7% of coffee drinkers consuming coffee weekly, and 56.7% purchasing it during specific times of the day for functional and emotional needs [6][83]. Summary by Sections Market Overview - As of August 2024, there are 68,000 specialty coffee shops in China, accounting for 27.9% of the total coffee shop market [6][29]. - The coffee market is projected to reach 117.7 billion yuan in 2024, with a year-on-year growth of 15.4% [19]. Consumer Behavior - The report notes that 18.1% of coffee consumers have purchased specialty coffee in the past six months, indicating a growing acceptance of specialty coffee among the general population [22][24]. - The average per capita consumption in major cities like Shanghai, Beijing, and Shenzhen exceeds 38 yuan [6][29]. Supply Chain and Production - The supply chain for domestic coffee beans is maturing, particularly in Yunnan province, which accounts for over 98% of China's coffee bean production [61][65]. - The specialty coffee bean quality in Yunnan has improved, with a specialty rate of 62% reported for the 2023/2024 production season [71][65]. Brand Development - Specialty coffee brands are increasingly focusing on product innovation and integrating with other food and beverage sectors, enhancing their market presence [57][49]. - Brands like Manner Coffee and TiLi Coffee are expanding rapidly, with Manner Coffee opening over 250 new stores in the first seven months of 2024 [49][92]. Trends and Future Outlook - The report highlights a shift in coffee consumption from a luxury to a daily habit, with consumers seeking quality and experience [75][82]. - The increasing popularity of specialty coffee is driven by both supply-side improvements and rising consumer demand for high-quality, personalized coffee experiences [27][28].

Investment Rating - The report indicates a positive investment outlook for the restaurant franchise industry, transitioning from "fast recruitment" to a more structured "quality recruitment" model, which is expected to enhance long-term brand development and investor success [4][5][22]. Core Insights - The concept of "quality recruitment" (品招) is defined as a win-win chain operation model that requires brands to have a mature chain management system and a proven single-store profit model, ensuring successful store operations and long-term brand growth [3][23]. - The restaurant franchise market is experiencing intensified competition, with brands increasingly standardizing and optimizing their franchise processes to enhance competitiveness [4][25]. - The majority of restaurant franchisees are now professional franchisees, who possess rich experience, professional skills, and strong financial capabilities, becoming the mainstream group in the franchise market [4][51]. Summary by Sections Restaurant Franchise Overview - The restaurant industry has entered the "quality recruitment" era, moving away from chaotic "fast recruitment" practices [5]. - The franchise market is seeing increased competition, with brands working to improve their franchise systems comprehensively [4][25]. Current Status of Franchise Brands - The number of restaurant brands is vast, and market share is consolidating towards stronger brands, with large chains (over 1,000 stores) holding 24% of all chain stores [26]. - Major brands across various segments are opening up franchise opportunities, with many still expanding their franchise networks [26][27]. Franchisee Trends and Development - The investor landscape consists of three main groups: novices, industry practitioners, and professional franchisees, with professional franchisees showing higher investment success rates [51][54]. - Professional franchisees are increasingly favoring multi-store franchise models, reflecting their growing experience and investment capabilities [79]. Brand and Franchisee Collaboration - Brands are raising the bar for franchisee selection, focusing on financial capability, operational skills, and brand alignment to ensure sustainable growth [30][44]. - The franchise process is becoming more standardized, with comprehensive training and support systems being established to enhance franchisee success [35][36]. Market Dynamics and Future Outlook - The restaurant market is projected to continue its steady growth, with 2023 revenues reaching 52,890 billion yuan, marking a 20.4% year-on-year increase [7][9]. - The chain rate in the restaurant industry is steadily increasing, expected to reach 22% in 2024, indicating a trend towards larger scale operations [13]. Investment Preferences and Trends - Professional franchisees prioritize investment in categories with strong growth potential, with a notable interest in fast food and beverage segments [71][62]. - Future investment intentions show a preference for mid-sized investments, particularly in the fast food category, reflecting a shift in market dynamics [74][78].

红督 产业研究院 餐饮供应链月报 SEP.2024 0 0 o C WWWWWWWWWW 0 ■ o 红督 产业研究院 01 政策要点：农业农村部多举措提振肉牛 产业，出台系列政策措施 02 行情信息：猪肉价格5月以来连续上涨， 小龙虾行情回暖 03 供应链企业大动作与行业大事件 04 热门供应链企业推介：智能化设备企业 红督 产业研究院 01 政策要点：农业农村部多举 措提振肉牛产业，出台系列 政策措施 肉禽类：拯救肉牛产业，农业农村部打出组 合拳，新疆率先出落地措施 Ø 根据农业农村部的监测，牛肉价格在上上周（第33周）有所回升，不过 整体上仍然处在谷底之底。8月上旬，以肉牛产业为主业的鹏都农牧宣布 退市，8月下旬开始，农业农村部连续召开会议，打出"组合拳"部署拯 救牛业 Ø 8月21日，农业农村部召开奶牛肉牛生产形势座谈会，强调加大肉牛奶牛 生产扶持力度，促进产业稳定健康发展。针对当前肉牛奶牛养殖面临的突 出困难，听取业界各方面的意见建议，共同商议对策措施 Ø 8月23日，为稳定肉牛基础产能，加快产业延链增值、转型升级，中卫市 特制定《宁夏回族自治区推进肉牛产业转型升级促农增收十二条政策措施》 实施方案 ...

Industry Overview - The ready-to-drink beverage market, including tea and coffee, has shown continuous growth. The tea beverage market is expected to exceed 1,700 billion yuan in 2024, while the coffee beverage market surpassed 1,000 billion yuan in 2023 and is projected to reach 1,100 billion yuan in 2024 [1][8] - Z-generation consumers are the core demographic for ready-to-drink beverages, with 47.6% of them increasing their frequency of purchasing freshly ground coffee, compared to 36.9% for tea beverages [1][27] - The perception of price changes among Z-generation consumers varies by gender, with 43.1% believing prices have decreased, while 40.2% feel prices have remained stable [1] Market Trends - The tea beverage market is entering a health-focused 4.0 era, while the coffee market is experiencing a golden age of localization [5] - The tea beverage market is characterized by a "one superpower, multiple strong players" competitive landscape, with brands like Mixue Bingcheng leading in store count [13] - The coffee beverage market is rapidly expanding, with 48.7% of coffee shops targeting a price range of 20-30 yuan per cup [16] Consumer Behavior - 72.6% of Z-generation consumers purchase ready-to-drink beverages weekly, with 47.6% increasing their coffee consumption frequency [27] - Z-generation consumers are driven by self-indulgence (51.1%), stress relief (36.9%), and functional needs like thirst quenching (33.3%) and mental alertness (23.8%) [30] - Brand reputation and cost-effectiveness are key decision-making factors for Z-generation consumers, with 53.5% prioritizing brand reputation and 33.3% valuing quick service [34][35] Product Preferences - Z-generation consumers prioritize taste and flavor (over 60%), followed by price, quality, and healthiness of ingredients [37] - 38.1% of Z-generation consumers prefer beverages priced between 15-20 yuan, while 36.9% favor the 10-15 yuan range [39] - Latte (60.7%) and fruit tea (54.7%) are the most popular beverage types among Z-generation consumers [58] Innovation and Marketing - Z-generation consumers are highly receptive to innovative and fun marketing activities, with 58.3% noting increased marketing creativity in the ready-to-drink beverage sector [70] - Cross-brand collaborations and festival marketing have become common strategies to engage Z-generation consumers [74][76] - Social media plays a significant role in influencing Z-generation consumers' purchasing decisions, with platforms like Weibo, Douyin, and Xiaohongshu offering unique marketing advantages [72][73] Challenges and Future Outlook - Z-generation consumers identify high product premiums (41.6%), inconsistent quality (38.1%), and lack of innovation (35.2%) as major pain points [90] - The future of the ready-to-drink beverage market will focus on health-conscious upgrades, personalized and diversified products, and functional and scenario-based innovations [91] - Brands are expected to emphasize low-sugar, low-fat, and natural ingredient options to meet the growing health demands of consumers [91]

Industry Overview - The sour soup flavor has a long history in China, with unique culinary cultures in regions like Southwest, Northwest, and South China, particularly in Guizhou, Yunnan, and Hainan [1] - The sour soup hotpot segment has not yet produced a leading national brand, with most brands having fewer than 10 outlets, and larger brands having around 100 outlets [1] - Three major trends in the sour soup flavor industry are the fusion of standardization and regionalization, product innovation and health focus, and cross-border collaborations and cultural integration [1] Sour Soup Flavor Characteristics - The sour flavor is one of the key taste profiles in Chinese cuisine, with popular types including sour-spicy, sweet-sour, and pickled pepper, which have gained consumer favor for their unique and stimulating tastes [5] - The sourness in sour soup comes from natural sources like fruits and vegetables, as well as fermentation processes using ingredients like starch, wheat, and vinegar [7][8] - Regional variations of sour soup, such as Guizhou and Yunnan sour soups, have gained popularity due to their unique flavors and standardized production processes [9] Market Trends and Popularity - The sour soup flavor has seen a surge in popularity, with related topics on Douyin (TikTok) reaching over 540 million views, and search indices peaking multiple times in 2024 [12] - The number of sour soup-related enterprises has been steadily increasing, with over 1,000 new registrations annually in the past four years [14][15] - The sour soup flavor is highly adaptable, with strong consumer appeal and high standardization, making it a popular choice for various culinary applications [16][17][18] Key Players and Product Development - Both upstream supply chain companies and downstream餐饮 brands are capitalizing on the sour soup trend, with brands launching sour soup-flavored products and specialty stores [20] - Key调味料 companies like Meixin Catering have developed a range of sour soup products, including Guizhou and Yunnan sour soups, which have gained strong market recognition [25][26][27] - The sour soup flavor has been integrated into multiple餐饮 segments, including hotpot, noodles, and砂锅 dishes, with both popular and niche regional dishes emerging [29][30] Sour Soup Hotpot Segment - The sour soup hotpot segment has emerged as a独立赛道, with popular varieties including Guizhou red sour soup, Yunnan sour soup, and Hainan糟粕醋 hotpot [37][39] - The segment is characterized by diverse汤底 and食材 combinations, with brands focusing on regional flavors like Guizhou and Yunnan sour soups [40][41][42] - Despite the growing number of players, the segment has not yet produced a dominant national brand, with most brands having fewer than 10 outlets and人均消费集中在60-100元 [45][46] Sour Soup in Other Segments - The酸辣粉 segment has matured, with brands like魔都三兄弟 achieving over 300 outlets nationwide, focusing on affordable pricing and丰富产品矩阵 [57][58][59] - The酸菜鱼 segment has seen both正餐化 and快餐化发展, with brands like太二酸菜鱼 and鱼你在一起 leading their respective sub-segments [66][67][68] -酸菜鱼 brands are expanding their product offerings with new flavors and complementary items like小吃 and茶饮, with酸汤 flavor gaining popularity [72][73]