Chan Ye Xin Xi Wang·2026-02-07 01:25Core Insights - The internet dining market is rapidly growing due to increasing consumer demand for convenient, high-quality dining services, with a projected market size of approximately 1.38 trillion yuan by 2025, reflecting a year-on-year growth of 7.68% [1][12] - Government support for the internet dining sector is strengthening, with policies aimed at enhancing food safety and promoting the industry through initiatives like consumer vouchers [1][12] - The shift in consumer preferences towards quality and personalized dining experiences is driving the evolution of the internet dining market [1][12] Internet Dining Industry Overview - Internet dining is a new business model that reconstructs dining service processes through mobile internet technology, primarily categorized into online takeout and O2O dining [4] - Major online takeout platforms include Meituan Waimai, Taobao Shanguo, and JD Waimai, while O2O dining platforms include Dazhong Dianping and Weimeng [4] Industry Development History - Significant capital influx into the internet dining sector began in 2014, leading to rapid expansion of platforms like Ele.me and Meituan [4] - By 2017, the online takeout market surpassed 300 billion yuan, marking a 13.6-fold increase since 2011, with mobile payment coverage reaching 86% [4] Current Industry Status - China's dining revenue reached 4.67 trillion yuan in 2019, with a growth rate of 9.38%, but saw a decline in 2020 due to the pandemic [8] - The dining revenue is expected to reach 5.8 trillion yuan by 2025, growing at a rate of 4.06% [8] Internet User Growth - As of mid-2025, China's internet user base is projected to reach 1.12 billion, with an internet penetration rate of 79.7%, indicating strong growth potential for the internet dining sector [10] Competitive Landscape - The internet dining market is highly competitive, dominated by major platforms like Meituan and JD Waimai, which leverage significant capital investments to expand their market share [12] - Traditional dining businesses are increasingly entering the internet dining space, either by launching their own delivery services or partnering with existing platforms [12] Existing Challenges - The industry faces challenges such as food safety issues, high delivery time complaints, and increased pressure on small merchants due to rising commission rates [16] Future Trends - The industry is expected to undergo smart upgrades, focusing on AI and big data to enhance operational efficiency and customer experience [16] - A shift towards green practices is anticipated, promoting resource conservation and waste reduction [16] - Regulatory frameworks are expected to evolve towards more precise and real-time monitoring of food safety [16]