火锅创新发展报告2024

Investment Rating - The report indicates a positive investment outlook for the hot pot industry, projecting a market size exceeding 600 billion yuan in 2024, despite a decline in per capita consumption [5][10][18]. Core Insights - The hot pot sector is experiencing steady growth, with innovations in flavors, ingredients, and dining experiences driving consumer interest and brand differentiation [2][4][21]. - The report identifies five main innovation directions for 2024: product innovation, location innovation, scene innovation, model innovation, and experience innovation, with product innovation being the central focus [2][27][30]. - The supply chain is increasingly recognized as a key driver of innovation within the hot pot industry, transitioning from a supportive role to a co-creator and driver of brand differentiation [4][14][39]. Summary by Sections Hot Pot Industry Development Overview - The hot pot market is projected to surpass 600 billion yuan in 2024, with approximately 400,000 related enterprises in China [5][10]. - Despite a decline in per capita consumption from around 90 yuan to 60-65 yuan, daily revenue remains stable, with brands like Haidilao showing resilience through continuous innovation [18][22]. Consumer Innovation Trends - The primary focus of product innovation includes regional and intangible cultural heritage ingredients, with a notable rise in the popularity of sour-flavored hot pots [30][33]. - Hot pot brands are expanding their offerings to include diverse food categories, enhancing consumer engagement and frequency of visits [27][45]. Supply Chain Innovations - The supply chain's role is evolving, with brands increasingly relying on it for product design, new product development, and logistics [4][14][39]. - The report emphasizes the importance of supply chain capabilities in meeting the growing consumer demand for freshness and quality [14][39]. Future Outlook for the Hot Pot Industry - The report anticipates that the hot pot industry will continue to innovate and adapt to consumer preferences, with a focus on enhancing the dining experience through various integrations and offerings [21][45]. - The competitive landscape is intensifying, with brands adopting strategies to differentiate themselves amidst rising market pressures and consumer expectations [14][18].