3年少卖40亿包：国民速食“扛把子”为啥失宠？

Core Viewpoint - The instant noodle industry in China is experiencing a significant decline in consumption, with a reduction of 4 billion packages from 2020 to 2023, and a projected sales drop of 8.9% in the second quarter of 2025 compared to the previous year [3][4]. Group 1: Market Dynamics - The rise of food delivery services has severely impacted the instant noodle market, with the Chinese food delivery market expected to exceed 1.27 trillion yuan in 2024, serving 592 million users [3]. - The price of traditional instant noodles has increased from 4.5 yuan to 5 yuan, but this is still less appealing compared to the convenience and variety offered by food delivery options [3][4]. - A study indicates that for every 1% increase in the food delivery market, instant noodle consumption decreases by 0.0533% [3]. Group 2: Health Consciousness - Growing health awareness among consumers has led to a decline in the popularity of instant noodles, with 59.3% of consumers expressing concerns about the unhealthy aspects of fried instant noodles [4]. - A typical instant noodle package contains 6 grams of salt and 25 grams of fat, exceeding daily recommended limits, reinforcing its "unhealthy" image [4]. - Attempts to reposition instant noodles as premium products have failed, as consumers remain skeptical about the health benefits of higher-priced options [4][5]. Group 3: Changing Consumption Habits - The expansion of high-speed rail has diminished the traditional demand for instant noodles during travel, with a 1% increase in high-speed rail mileage correlating to a 0.3191% decrease in instant noodle consumption [4]. - Passengers are increasingly opting for local food delivery services over instant noodles, with daily orders for local specialties exceeding 300, and average spending reaching 50 yuan [5]. - The shift in consumer preferences and the introduction of fresh meal options on trains have further eroded the market for instant noodles [5]. Group 4: Future Outlook - The decline in instant noodle consumption is seen as a natural evolution of consumer demand rather than a failure of the product itself [5]. - The industry must adapt to the changing landscape by balancing convenience, nutrition, and affordability to regain consumer interest and restore its former status as a staple food [5].