15万人即将奔赴大湾区，2026年餐饮的新机会点出现了？

Core Insights - The restaurant industry is entering a phase of intense competition and price wars, leading to oversupply and reduced profit margins, with significant industry reshuffling expected by 2025 [1][2] - Some leading brands are managing to grow despite the challenges by moving away from the "price for volume" strategy and focusing on creating irreplaceable value [3][4] Group 1: Industry Challenges - The restaurant sector is facing a "price war" with significant price reductions in various segments, such as tea and fast food, leading many small brands to exit the market due to unsustainable losses [5] - The competition has intensified, with 330 key brands launching 3,039 new products in the third quarter of 2025, indicating a high level of innovation despite the challenges [6] Group 2: Strategies for Growth - Leading restaurant companies are focusing on product strength as a core strategy, emphasizing value-driven innovation rather than merely introducing new products [6][8] - Digital transformation is crucial for cost reduction and efficiency improvement, with companies like Yum China fully digitizing their supply chain and operations to enhance management efficiency [9] - Attention to operational details and customer experience is becoming a competitive advantage, with brands focusing on creating memorable dining experiences even in delivery services [10][12] Group 3: Future Opportunities - The upcoming HOTELEX Shenzhen exhibition in December 2025 will serve as a platform for industry players to connect, share insights, and explore new opportunities in the restaurant sector [15][17] - The exhibition will feature eight specialized areas, including tea, coffee, and baking, aimed at addressing industry challenges and fostering innovation [19][20] - The coffee sector is experiencing significant growth, with over 300,000 coffee shops in China by November 2025, highlighting the need for a comprehensive service platform to support industry players [25][27]