这个超6000亿的餐饮大赛道，2025年还有哪些机会？

Core Insights - The hot pot industry is experiencing a surge in popularity with new trends such as Guizhou sour soup hot pot and fresh-cut chicken hot pot, but competition is intensifying as brands innovate rapidly while facing declining per capita consumption [1][2][4] Market Growth - The hot pot market in China is projected to reach a scale of 617.5 billion yuan in 2024, with a year-on-year growth of 5.6%, slightly above the overall catering industry's growth rate of 5.3%. By 2025, the market is expected to grow to 650 billion yuan, with over 490,000 hot pot restaurants nationwide by May 2025 [2] Consumer Behavior - Per capita consumption in the hot pot sector is declining as consumers increasingly prioritize cost-effectiveness, leading to a rapid increase in budget-friendly hot pot establishments, which in turn lowers the overall per capita spending in the category [4] Competitive Landscape - The chain brand advantage is becoming more pronounced in the hot pot market, with the proportion of hot pot brands with over 50 locations increasing from 13.1% in January 2024 to 15.3% by May 2025, indicating a strengthening of leading hot pot brands [6][7] Segment Analysis - The main segments in the hot pot market include Sichuan-Chongqing hot pot (31.3% of total stores), Northern-style hot pot (14.4%), and Cantonese hot pot (10.9%). The Guizhou sour soup hot pot and other niche segments are also gaining traction [9] Geographic Trends - The hot pot market is continuing to penetrate lower-tier cities, with the share of hot pot restaurants in third-tier and below cities reaching 52.3% by May 2025, up 1.3 percentage points from January 2024. Conversely, the share in new first-tier cities has decreased from 23.5% to 22.2% during the same period [11] Innovation and Supply Chain - Hot pot brands are actively innovating to meet consumer demands for freshness, variety, and value. This includes the introduction of new ingredients and flavors, with a focus on fresh ingredients and unique dining experiences [13][15] - The supply chain is evolving to support these innovations, with brands like Haidilao and others implementing robust systems for rapid product development and sourcing fresh ingredients directly from producers [23][24] Flavor and Ingredient Trends - The hot pot industry is seeing a rise in regional flavors and creative combinations, such as Guizhou sour soup and various health-oriented broths. The focus on fresh and unique ingredients is driving the development of niche markets within the hot pot sector [17][20] - The introduction of new dipping sauces and condiments is also becoming a key area of growth, with specialized suppliers emerging to cater to this demand [26][27] Conclusion - The hot pot market is characterized by rapid innovation and evolving consumer preferences, making it essential for brands to adapt to market trends and consumer demands to remain competitive. The role of supply chain partners will be crucial in driving future innovations [29]