健康化、零食化与代餐化：6110亿元烘培市场加速重构

Core Insights - The Chinese baking market is experiencing strong growth, with the retail market size expected to reach 611.07 billion yuan in 2024, an 8.8% increase from the previous year, and projected to exceed 859.56 billion yuan by 2029 [1] Group 1: Health Trend Driving Product Innovation - Consumers' pursuit of healthy eating is reshaping the baking industry, with a shift from traditional high-sugar and high-fat recipes to low-sugar, low-fat, and high-fiber options [3] - The health baking market is expected to reach 30 billion yuan by 2025, with an annual growth rate of 28.6%, indicating strong development potential [3] - Brands are increasingly launching health products that combine traditional ingredients with health concepts, marking health as a crucial driver of industry innovation [3][6] Group 2: Snackification and Meal Replacement Reshaping Consumption Scenarios - Snackification and meal replacement trends are diversifying consumption scenarios for traditional Chinese pastries, moving beyond festive gifts to everyday contexts like breakfast and office snacks [8] - Companies are innovating products to align with these trends, such as the flower cake, which retains traditional flavors while offering convenient packaging for on-the-go consumption [8] - The thick-cut milk butter toast, designed for convenience, meets the needs of office workers for quick breakfasts and meal replacements, successfully transitioning from traditional pastries to daily meal options [10] Group 3: Strategic Insights from Industry Leaders - The president of Suzhou Daoxiangcun emphasized the importance of adapting to the new consumer environment, focusing on high efficiency and quality, particularly in supply chain operations [12] - The future development direction for Chinese pastries involves consolidating the festive gift market while actively exploring daily consumption markets and potential health, snackification, and meal replacement segments [13]