3000万人的行业，将被颠覆？

Core Viewpoint - The article discusses the transformative impact of new delivery models in the restaurant industry, highlighting how companies like Meituan and JD.com are reshaping consumer habits and the market landscape [1][18]. Group 1: New Restaurant Models - Meituan's "Raccoon Canteen" operates as a "no-dine-in delivery store," utilizing big data to identify optimal locations for opening stores, thus reducing rental costs [3][4]. - JD.com's "Seven Fresh Kitchen" directly engages in food preparation, sharing operational responsibilities and profits with partners, and aims to establish 10,000 locations in three years [6][7]. Group 2: Impact on the Restaurant Industry - The restaurant industry employs over 30 million people, including 20 million in restaurants and 10 million delivery workers, indicating a significant workforce affected by these changes [9]. - The shift towards delivery as a primary dining option is driven by changing consumer habits among younger generations, leading to a decline in dine-in experiences [10][11]. Group 3: Economic and Social Implications - Major platforms are expected to capture a larger share of restaurant profits, benefiting leading restaurant brands while potentially pushing smaller establishments out of the market [11]. - The reliance on delivery services will likely increase, leading to a decrease in home cooking among urban residents and a further decline in dine-in restaurant visits [12]. - Rental prices for restaurant spaces are projected to decrease as new models favor lower-cost properties, impacting traditional commercial real estate investments [13]. - The new delivery models may exacerbate urban-rural divides, with larger cities becoming more attractive due to enhanced convenience and lower costs, while smaller cities may struggle with population decline [14]. Group 4: Recommendations for Stakeholders - Stakeholders in the restaurant industry should adapt to the evolving landscape by enhancing food quality and considering exit strategies if positioned in the lower tiers of the market [16]. - Real estate investors in smaller cities should assess their assets in light of urban migration trends and consider divesting before potential declines in property value [16]. - Investors looking to capitalize on urban growth should focus on rental opportunities in core city areas, as demand for housing is expected to rise [16].