冰淇淋产业向“休闲食品+健康零食”复合赛道升级

Core Insights - The Chinese ice cream market is projected to reach a scale of 183.5 billion yuan in 2024, with an expected growth to 233.4 billion yuan by 2030, indicating a stable growth trajectory and significant untapped potential [1] - The industry is witnessing a trend towards increased concentration, necessitating traditional companies to accelerate digital transformation and innovation, while new brands should focus on differentiated positioning and niche demands [1] Market Growth and Consumer Behavior - Since 2017, per capita ice cream consumption in China has been steadily increasing, reaching 3.3 kg in 2024, although it still lags behind the global average of approximately 4.8 kg [2] - The market size of the ice cream industry has consistently grown, with a forecast to surpass 200 billion yuan by 2027, driven by rising demand for leisure foods, product innovation, and improved purchasing channels [3] Regional Characteristics and Consumer Preferences - As of May 2025, there are 41,203 existing ice cream-related enterprises in China, predominantly located in East China (7,401), South China (6,646), Northeast (6,298), and Southwest (6,248), reflecting regional consumer characteristics and historical factors [3] - Over 60% of consumers prioritize reasonable pricing and brand recognition when purchasing ice cream, while 40% are influenced by attractive packaging and flavor [4] Sales Channels and Market Trends - Ice cream sales are heavily concentrated in offline channels, accounting for approximately 74.6%, with traditional supermarkets (43.1%) and convenience stores (37.3%) being the dominant sales venues [5] - The industry is evolving from a "traditional summer beverage" to a "leisure food + healthy snack" composite track, driven by deep iterations in consumer demand for health, personalization, and situational consumption [5]