果然财经 | 呷哺呷哺悄悄亏麻了，旗下凑凑多地关店 热门评论我要评论 微信扫码 移动端评论 最近火锅界传来消息，呷哺呷哺旗下旗下中高端品牌"湊湊"多地门店关闭。从2021年~2024年，呷哺呷 哺累计净亏损达12.46亿元，连续五年处于亏损状态。 果然财经 | 呷哺呷哺悄悄亏麻了，旗下凑凑多地关店 大众报业·齐鲁壹点44分钟前 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com ...

内容概要：烤肉品类所特有的"围炉共食"模式，深度契合中式社交的核心场景需求，从家庭团圆聚餐、 好友闲暇小聚到商务宴请等多元场景，该模式均能精准匹配不同群体的社交诉求，相较于其他餐饮品 类，烤肉消费的体验感尤为突出，其核心优势在于强互动性与高氛围感的双重加持，消费者愿意为这类 差异化的体验价值支付溢价，这也成为驱动烤肉行业持续增长的核心逻辑，据统计，2025年第四季度我 国烤肉门店数量达20.5万家，较2024年同期净增5.2万家；同期市场规模攀升至1060亿元，实现同比 1.0%的增长。 二、发展历程 2021年以来，在后疫情时代的消费复苏与消费分级背景下，烤肉行业呈现多元化、创新化的发展特征， 轻食烤肉、健康烤肉成为新趋势，品牌开始注重低油、低盐的烹饪方式，迎合健康饮食的需求；沉浸式 体验成为门店引流的关键，露营风烤肉、国潮风烤肉、主题式烤肉门店层出不穷，通过场景打造提升消 费者的体验感和传播性，此外，数字化运营深度融入行业，从食材溯源、智能点餐到会员管理，全链路 的数字化改造提升了门店的运营效率，行业竞争从产品、价格转向品牌、体验和供应链的综合实力竞 争。 中国烤肉行业的发展历程 三、市场政策 相关上市企 ...

Core Insights - The company, Xiaobuxiang Group, is entering the steak market with a new sub-brand "Xiaoniupai," set to open its first store on February 6 in Beijing's Changping Longde Plaza [1] - "Xiaoniupai" targets a customer base with an average spending of around 100 yuan, offering high-quality affordable steaks along with 158 complimentary side dishes, including appetizers, hot dishes, and desserts, while incorporating regional specialties for a differentiated experience [1] - The founder and chairman, He Guangqi, emphasized that "Xiaoniupai" is a key initiative in the company's multi-brand and diversified development strategy, aiming to leverage its strong supply chain to provide competitive ingredients and make high-quality steaks more accessible [1] Market Context - The steak restaurant market has seen challenges, with many establishments struggling to scale due to high average prices that limit customer reach, while lower-priced options often lack profitability and quality assurance [1] - He Guangqi believes that the combination of nearly 30 years of experience in beef and lamb supply will enable the company to control both the quality and cost of ingredients, thereby strengthening and expanding its steak business [1]

Group 1 - The core viewpoint of the article is that Xiabuxiabu Group is entering the Western cuisine market by launching a new sub-brand "Xiaoniupai," which focuses on handmade Taiwanese-style thick steak and aims to provide high-quality steak at an affordable price [1][2] - The first store of "Xiaoniupai" is set to open on February 6, 2026, in Beijing, and the brand will offer a business model that includes 158 free dishes and afternoon tea drinks alongside the steak [1] - The founder and chairman of Xiabuxiabu, He Guangqi, emphasized that "Xiaoniupai" is a key initiative in the company's multi-brand and diversified development strategy, aiming to fill a market gap for affordable high-end steak [1][3] Group 2 - In recent years, Xiabuxiabu has adjusted its business operations due to declining performance, including reducing the average spending at its high-end hot pot brand "Coucou" and decreasing the total number of stores by 13% to 937 as of June 30, 2025 [2] - The company has seen a significant increase in its takeaway business, with monthly sales per store rising from 35,300 yuan in the first half of 2024 to 42,700 yuan in the first half of 2025, marking a growth of 20.9% [2] - The current market for steak lacks a national benchmark brand, presenting an opportunity for Xiabuxiabu to establish itself in a segment where there are no dominant players [2] Group 3 - The article highlights a market pain point where mid-to-high-end steak prices exceed 300 yuan, making it unaffordable for everyday consumers, while traditional budget steak options often lack quality [3] - There is a significant disparity in beef consumption between China and other countries, with China's per capita beef consumption at only 6 kg, which is less than one-sixth of that in the United States, indicating a large untapped market potential [3] - Industry forecasts predict that the Chinese steak market will reach approximately 40 billion yuan by 2025, with the total market size expected to grow to 120 billion yuan in the future [3]

数据显示，美国年均牛肉消费量达36千克/人，日本为12千克/人，而作为世界第二大经济体的中国，人 均牛肉消费量仅为6千克，不足美国的六分之一。这一显著差距背后，是一片尚未饱和的蓝海市场。 值得注意的是，呷哺呷哺外卖业务表现亮眼，单店月销售额从2024年上半年的3.53万元增长至2025年上 半年的4.27万元，增幅达20.9%。上半年整体订单量增长超过55%，带动外卖毛收入同比增长22.4%。 从市场格局来看，当前鸡、鸭、鱼、猪、羊等主流肉食品类均有千店级头部连锁品牌，唯独牛排品类存 在有品类无巨头的空白，缺乏全国性标杆品牌，这为呷哺呷哺集团的战略布局延伸提供了机遇。 值得一提的是，当前市场存在明显的痛点，中高端品质牛排客单价突破300元，让日常消费望而却步。 传统百元牛排自助很难享受到高端食材，消费者陷入品质与价格的艰难取舍。贺光启指出，有些牛排餐 厅虽然经营很多年，但规模没有做大，这是因为高客单价的餐厅基本很难走大规模，太低客单价的餐厅 又缺少获利能力，有些小几十元的牛排又很难有质量保证。 （文章来源：中国经营报） 近日，火锅头部企业呷哺呷哺集团宣布跨界布局牛排赛道，推出全新子品牌"呷牛排"，首店将于20 ...

精准发力"台式牛排+畅吃"，布局千亿增量市场 在餐饮行业竞争日趋激烈的大背景下，呷哺呷哺集团入局牛排赛道，是基于对市场潜力的深刻洞察与消 费需求的精准把握。 随着居民消费结构升级，高蛋白、低脂肪的牛肉产品正逐渐成为大众餐桌新宠。据行业预测，未来中国 牛排市场总体量将达1200亿元。然而，当前市场痛点明显：中高端品质牛排客单价轻松突破300元，而 传统百元牛排自助又难以保障高端食材品质，消费者常陷入品质与价格的艰难取舍。 来源：环球网 【环球网消费综合报道】深耕餐饮行业近三十年的火锅企业呷哺呷哺集团近日宣布跨界布局牛排赛道， 推出全新子品牌"呷牛排"，首店将于2月6日在北京昌平龙德广场开门营业。该品牌以"呷牛排"为核心定 位，打造"台式手工牛排+158款免费中西融合料理+下午茶畅饮"的商业模式。 呷哺呷哺集团创始人、董事长贺光启对环球网表示，"呷牛排"是集团多品牌、多元化协同发展战略的重 要举措，依托集团近30年的全球采购与供应链管理经验，推出"牛排+畅吃"的模式，让消费者只需百元 起，便可尊享高品质牛排，并免费畅吃158款各式美食。这一战略举措是呷哺呷哺集团精准把握市场需 求、依托成熟供应链资源赋能，打造高品 ...

36氪获悉，联想集团与英伟达近日共同宣布，两家公司将进一步深化在人工智能基础设施领域的合作， 联合推出"联想人工智能云超级工厂"。同时，联想中国正式发布了"联想AI工厂"整体解决方案，旨在帮 助企业数据中心从传统"算力中心"向高效"AI工厂"的智能化转型，助力其全栈AI技术在中国的应用实践 与全面落地。 OpenAI：推出用户年龄预测功能，以保护未成年用户 美东时间周二，OpenAI表示，已在其ChatGPT消费者计划中推出一款年龄预测模型，以帮助该公司识别 属于18岁以下用户的账户。近几个月来，OpenAI已推出多项新的安全功能，以应对有关其如何保护用 户（尤其是未成年人用户）的日益严格的审查。OpenAI表示，如果其年龄预测模型显示用户未满18 岁，ChatGPT将自动启用保护措施，减少展示"敏感内容"。如果已成年用户的年龄被错误判定为未满18 岁，他们将能够使用身份验证服务Persona来恢复完全访问权限。（智通财经） 大公司： 日本最大核电站重启 当地时间1月21日，日本东京电力公司重启柏崎刈羽核电站6号机组。日本最大核电站——柏崎刈羽核电 站由东京电力公司运营，2011年"3·11"东日本大地震后一 ...

Core Viewpoint - The company, Xiabuxiabu Group, is expanding into the steak market with a new sub-brand "Xiaoniupai," aiming to offer high-quality steak at affordable prices, addressing a gap in the market for mid-range steak options [1][2]. Group 1: Company Strategy - The first store of "Xiaoniupai" will open on February 6 in Beijing, with plans to optimize operations and build a strong supply chain [1]. - The company aims to reach a target of 100 stores within three years, adjusting goals based on individual store profitability [1]. - The founder, He Guangqi, emphasizes the importance of leveraging nearly 30 years of global procurement and supply chain management experience to create a national brand for affordable high-quality steak [1][2]. Group 2: Market Context - The Chinese steak market is projected to reach approximately 400 billion yuan by 2025, with a total market size expected to hit 1.2 trillion yuan [2]. - Current market challenges include high average prices for mid-to-high-end steaks, often exceeding 300 yuan, making them inaccessible for everyday consumers [2]. - The company identifies a gap where traditional low-cost steak options lack quality, and high-cost options struggle to scale [2]. Group 3: Product Offering - "Xiaoniupai" will offer steak sourced from premium global farms in Australia, New Zealand, the USA, Argentina, Uruguay, and Brazil, along with a diverse menu of 158 dishes across various cuisines [3]. - The brand will also feature a 39.9 yuan afternoon tea option, enhancing the dining experience with multiple consumption scenarios [3]. Group 4: Additional Developments - The launch of "Xiaoniupai" follows the introduction of another new brand, "Xiabuxiabu Ranch," which focuses on a light luxury self-service hot pot experience, set to open its first location in Shanghai by December 31, 2025 [4]. - The company is actively pursuing a multi-brand strategy to cater to different market segments and consumer preferences [4].

新京报讯（记者王萍）1月21日，新京报记者获悉，呷哺呷哺集团宣布跨界布局牛排赛道，推出全新子 品牌"呷牛排"。据悉，该品牌首店将于2月6日正式落户北京昌平龙德广场。呷哺呷哺方面表示，预 计"呷牛排"在未来3年将实现百店规模。 对此，呷哺呷哺集团创始人、董事长贺光启表示，"呷牛排"依托集团近30年的全球采购与供应链管理经 验，以及内蒙古锡林郭勒盟有机牧场资源，品牌实现了高品质牛肉的规模化采购与成本管控。新京报记 者注意到，"台式手工牛排+158款免费中西融合料理+下午茶畅饮"的商业模式是"呷牛排"的特点。对 此，贺光启表示在"呷牛排"消费"只需百元起步"，同时还推出了"39.9元畅饮下午茶"与盲盒菜品、焰火 表演等互动体验。对于"呷牛排"的未来发展，贺光启透露，首店运营后将重点优化产品与服务标准，筑 牢供应链壁垒，预计3年实现百店规模。 从行业层面看，呷哺呷哺的多品牌探索契合当前餐饮行业发展趋势，头部企业纷纷通过子品牌布局分散 风险、挖掘增量。例如，海底捞依托"红石榴"计划，已孵化14个餐饮品牌；麻六记推出轻正餐品牌"小 麻六"，下沉大众消费市场。有业内人士指出，此次跨界并非呷哺呷哺首次试水多品牌战略。其此前推 ...

Core Insights - Xiabuxiabu Group is entering the steak market with a new sub-brand "Xiniu Steak," aiming to provide high-quality steak at affordable prices, starting from 100 yuan, while offering a buffet of 158 dishes for free [1][3][5] Market Potential - The average beef consumption in China is only 6 kg per person, significantly lower than the USA's 36 kg and Japan's 12 kg, indicating a large untapped market potential [3] - The Chinese steak market is projected to reach approximately 400 billion yuan by 2025, with a total market size expected to reach 1.2 trillion yuan in the future [3] Business Strategy - The launch of "Xiniu Steak" is part of Xiabuxiabu Group's multi-brand and diversified development strategy, leveraging its nearly 30 years of global procurement and supply chain management experience [1][4][5] - The company aims to fill the gap in the market for high-quality, affordable steak, addressing the current pain points where mid-to-high-end steaks exceed 300 yuan, making them inaccessible to many consumers [3][5] Supply Chain and Quality Control - Xiabuxiabu Group has established a comprehensive supply chain management system, including its own organic ranch in Inner Mongolia and a global meat selection supply chain, ensuring stable supply and cost control of high-quality ingredients [4] - The steak will be crafted using a 24-hour marination technique and will feature Australian and New Zealand beef, ensuring a high-quality dining experience at a competitive price [4] Competitive Landscape - The current market lacks a leading national brand in the steak category, presenting an opportunity for Xiabuxiabu Group to establish itself as a key player [5] - The company plans to target consumers willing to spend around 100 yuan per meal, offering a differentiated experience with a variety of complimentary dishes [5] Future Plans - After the first store opens in February 2026, Xiabuxiabu Group will focus on optimizing its operational model and enhancing product and service standards, aiming to establish a hundred-store scale within three years [6]