2025年中国团餐行业研究报告

Core Insights - The group meal industry is a crucial pillar of China's catering market, meeting the large-scale dining needs of enterprises, schools, and hospitals, directly impacting public service efficiency and food safety [1] - The industry is evolving towards digitization, standardization, and centralization, driven by digital transformation and supply chain upgrades, with leading companies integrating central kitchens, cold chain logistics, and digital management systems to enhance operational efficiency [1] - The social value of the group meal industry is increasingly recognized, contributing to rural revitalization efforts [1] Policy Drivers - The rural revitalization strategy encourages the integration of primary, secondary, and tertiary industries, allowing the group meal industry to penetrate lower-tier cities through government collaboration [4] - Recent policies from the State Council and the Ministry of Agriculture promote rural industry development, emphasizing the importance of food safety and quality management [7][9] Demand Drivers - High food consumption levels in China provide a stable daily consumption base for group meals, particularly in schools and government institutions [12] - The online food delivery platform's growth has diversified dining options, pushing the group meal industry to upgrade its supply [15] Supply Drivers - The group meal industry has attracted significant capital investment, focusing on projects related to digital supply chain construction and cross-regional expansion [17] - The digitalization of supply chains is essential for enhancing service capabilities and operational efficiency [20] Market Size and Growth - The group meal market is projected to reach approximately 27 trillion yuan by 2024, with expectations to exceed 35 trillion yuan by 2026, indicating stable growth [29] Customer Segmentation - The primary customer segments for group meals include schools, hospitals, enterprises, and government institutions, each with distinct demand characteristics [32] - Schools account for about 52.7% of the revenue share in the group meal industry, with increasing market share expected from county-level primary and secondary schools [34] Operational Models - The group meal industry employs various operational models, including the contracted service model, collective meal distribution model, and platform model, each with unique revenue sources and operational characteristics [38][40][42][45] Profitability Challenges - The average profit margin for the top 100 group meal companies has decreased from 6.3% to 5.2%, indicating a shift towards a low-profit environment [47] - Increased competition and rising costs in food, logistics, and customer maintenance are significant challenges for profitability [47] Market Concentration - The group meal market in China is characterized by low concentration, with the top 100 companies holding only 6.7% of the market share, presenting opportunities for consolidation among leading firms [59][81]