餐饮行业：中国高校餐饮研究报告2025

Investment Rating - The report indicates a positive investment outlook for the higher education dining industry, projecting significant growth in market size and opportunities for social dining brands to penetrate the market [3][27]. Core Insights - The higher education dining market is expected to grow from 5,440 billion yuan in 2024 to over 6,000 billion yuan in 2025, driven by an increasing number of students and the expansion of social dining brands within campus areas [29][27]. - The competition landscape shows that campus dining is still dominated by institutional dining services, which hold a market share of 55.5%, while social dining brands account for only 11.7% of the campus dining market [52][50]. - A significant majority of students (81.4%) support the entry of social dining brands into their campuses, indicating a favorable consumer sentiment towards these brands [3][71]. Summary by Sections Development Background - The dining industry is at a turning point due to factors such as diminishing population dividends and changing consumer demands, leading brands to explore new locations, particularly in higher education settings [3][5]. - The higher education dining market has seen steady growth, with the number of social dining outlets in campus areas reaching 620,000 by the end of 2024 [29][3]. Market Overview - The higher education dining market is projected to grow significantly, with a compound annual growth rate of 31.6% from 2021 to 2023, reflecting a robust demand for dining services among students [29][27]. - The total number of dining outlets in the higher education sector is expected to reach 785,000 by December 2024, marking a 10.4% year-on-year increase [11][29]. Competitive Environment - The market share of social dining brands within campuses remains low at 11.7%, indicating substantial room for growth as these brands seek to meet student dining needs [50][46]. - Social dining brands are primarily targeting food court areas within campuses, with 71.4% of their outlets located there, capitalizing on high foot traffic [59][56]. Consumer Insights - Students exhibit a rational approach to spending, prioritizing value for money and practicality in their dining choices, with a significant portion willing to support social dining brands [71][74]. - The average disposable income for students is around 2,000 yuan per month, influencing their dining decisions and brand preferences [75][74].