2025年中国餐饮连锁化发展白皮书-中国餐饮连锁化率已达23%

Industry Overview - The Chinese catering market is expected to exceed 5.5 trillion yuan in 2024, with a year-on-year growth of 5.3%, outpacing the growth of retail sales of consumer goods [1][14] - The chain rate has increased to 23%, up from 19% in 2021, indicating a significant rise in the expansion of leading brands [1][14] - The number of brands with 501-1000 stores has grown the fastest at 93.6%, reflecting a shift towards efficiency and quality in the industry [1][14] Category and Business Model Innovation - The chain rate for beverage stores remains stable at 49%, while self-service restaurants and local cuisines are emerging as growth highlights [1][30] - Self-service restaurants are innovating through both low-cost and high-quality offerings, with a 5% increase in chain rate [1][30] - Brands like Laoxiangji and Jiumaojiu are expanding through the "satellite store" model, reducing rental costs by 60% and increasing order volume by 1.74 times [1][30] Regional Market Characteristics - New first-tier cities lead in chain store distribution, with a chain store proportion of 23.4%, while first-tier cities reach 35.1% [2] - The catering consumption in lower-tier markets has increased by 19.6%, with a 32.9% share of new merchants [2] Franchise Model Upgrades and Capital Trends - Major brands like Haidilao and Jiumaojiu are opening up franchises, with over 85% of franchisees possessing cross-industry operational capabilities [6] - In 2024, the number of catering investment and financing cases decreased to 70, with a focus on supply chain and digitalization [6] Consumer Behavior and Product Trends - The average dining price has decreased by 10.2%, but the acceptance rate for high-rated merchants has increased by 13.7% [7] - Breakfast delivery has surged by 118.9%, and nighttime economy is driving growth in categories like barbecue and crayfish [7] Future Trends Outlook - The industry is transitioning from "scale-driven" to "value-driven," with a need for deeper supply chain integration and digital operations [8] - The dual penetration of lower-tier and high-tier cities is expected to continue, with regional specialties breaking through through standardization and cultural tourism integration [8]