Di Yi Cai Jing·2025-12-17 03:53Core Insights - The report from Shanghai University of Finance and Economics highlights the structure and dynamics of the food delivery market in China, emphasizing the dominance of traditional dine-in restaurants in the takeaway segment [1][3] Group 1: Market Structure - The report categorizes food delivery merchants into four types: traditional dine-in merchants, merchants without dine-in options, pick-up merchants, and those that cannot be classified as either [1] - Among the sampled Meituan delivery merchants, 70% have traditional dine-in establishments, while only 3% are without dine-in options, indicating that most delivery orders come from restaurants with supervised kitchen environments [1] Group 2: Safety and Trust - The prevalence of ghost kitchens and fraudulent merchants is minimal, with the majority of non-dine-in merchants being reputable brands or specialized delivery stores, ensuring a high level of food safety [3] - The report identifies three main categories of pure takeaway stores, with "food" being the core category and a significant concentration of these stores in high-tier cities like Chengdu, Beijing, Guangzhou, Shanghai, and Suzhou [3] Group 3: Consumer Trends - As the quality consumption era emerges, food safety and trust have become critical competitive advantages for merchants, shifting consumer decision-making from convenience and price to trust and safety [3] - The adoption of "transparent kitchens" is highlighted as a key strategy to enhance user experience, with live kitchen broadcasts effectively addressing information asymmetry and building trust in food safety [3]