平价日料，正在狂奔

Core Insights - The Japanese cuisine sector is showing signs of recovery after years of decline, with a significant increase in the number of new stores opening in the first quarter of this year, marking a 185.01% year-on-year increase compared to 2024 [1][9][17] Group 1: Market Trends - The proportion of Japanese cuisine stores among the top 20 new store categories has demonstrated a "V" shaped growth trend [1] - Many Japanese brands are aggressively expanding their presence in the domestic market, with notable openings such as "Torikizoku" in Shanghai and "Kyoto Onigiri Maru" in Shenzhen [3][5] - The average price point for Japanese cuisine is shifting towards more affordable options, with 88.78% of current stores priced below 200 yuan [9][11] Group 2: Brand Expansion - "Sushi郎" has rapidly expanded since entering the Chinese market in 2021, opening 81 stores across 13 cities, with high customer traffic observed at new locations [5][8] - New brands like "Meat Rice" are innovating dining experiences, achieving high table turnover rates and significant monthly revenues [5][14] - Established brands are leveraging their strong market presence and operational efficiencies to maintain competitive pricing and attract consumers [6][8] Group 3: Consumer Behavior - There is a noticeable shift in consumer preferences towards more cost-effective Japanese dining options, as evidenced by the rising popularity of brands offering lower price points [11][16] - The trend indicates a broader consumer demand for quality and value, with younger consumers particularly responsive to brands that utilize social media for marketing [11][13] - The market is witnessing a decline in high-end Japanese restaurants, with many closing due to changing consumer spending habits [16][17]