2025年餐饮企业发展报告

Core Insights - The 2025 report on the restaurant industry highlights resilience, with capitalization and digitalization being key to overcoming challenges in the sector [1][4][5] Group 1: Industry Overview - In 2024, China's restaurant revenue surpassed 5.57 trillion yuan, growing by 5.3% year-on-year, continuing to be a significant driver of consumer growth [1][15] - The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) demonstrated exceptional resilience, with restaurant revenue in Guangdong reaching 590.49 billion yuan, accounting for 10.51% of the national total, marking a ten-year high [1][20] Group 2: Consumer Trends - The GBA's restaurant market vitality stems from diverse and segmented consumer demands, with per capita disposable income in Guangdong exceeding 50,000 yuan in 2024, above the national average [2][15] - Consumer behavior is shifting towards rational consumption, with the average per capita spending on dining dropping to 42.1 yuan in the first half of 2024, a decline of 1.2 percentage points from 2023 [2][19] Group 3: Supply Side Dynamics - Chain operations are becoming a core strategy for industry growth, with the national restaurant chain rate reaching 22% in 2024 and expected to exceed 24% in 2025; Guangdong's rate stands at 31.7% [3][4] - Digital transformation is crucial for enhancing efficiency, with 66.7% of restaurant businesses prioritizing digitalization as a key development direction [3][4] Group 4: Capitalization Trends - The GBA has seen 17 restaurant companies go public, with the Hong Kong stock market being a preferred venue due to its lower listing thresholds and efficient review processes [4][5] - In 2024, listed restaurant companies in the GBA reported an average revenue growth of 9.8%, outperforming the national average of 3.0% [4][5] Group 5: Future Outlook - The GBA restaurant industry is expected to advance towards "high quality, diversified integration, and innovation-driven" development, focusing on quality improvement and cultural integration [4][5] - Over 60% of listed restaurant companies in the GBA are targeting East Asian markets like Singapore for international expansion, with Europe also seen as a potential growth area [4][5]