Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The internationalization of Chinese cuisine is driven by multiple factors including policy support, the growth of overseas Chinese communities, and the economic vitality of target markets [30][41] - The scale of Chinese restaurant brands going abroad has expanded significantly, with the international market size projected to reach approximately $4,452 billion by 2027, reflecting a robust growth trajectory [41][38] - Southeast Asia is identified as the primary destination for Chinese restaurant expansion due to cultural similarities and a large overseas Chinese population [45][41] Summary by Sections 1. Background, Drivers, and Market Overview of Chinese Restaurant Brands Going Abroad - The history of Chinese restaurants going abroad can be traced back to the mid-19th century, evolving through three waves from individual survival to modern brand globalization [26][24] - The current internationalization process has shifted from serving primarily Chinese communities to catering to a global consumer base, with significant growth in Southeast Asia and North America [30][24] - The Chinese restaurant industry is experiencing intense domestic competition, prompting many brands to seek growth opportunities abroad [29][30] 2. Benchmark Case Studies of Going Abroad - Hot pot brands like Haidilao have successfully penetrated international markets, establishing over 120 stores across 14 countries [20] - Fast-casual concepts such as Suancaiyu and Malatang have emerged as strong contenders in the international fast-food segment [20] - High-end dining brands like Din Tai Fung and Da Dong Peking Duck are focusing on the high-end markets in Europe and North America [20] 3. Strategies and Trend Forecasts - The report outlines challenges and countermeasures for brands, emphasizing the need for a balance between standardization, cultural output, and local operations [8][30] - Future trends indicate a continued focus on supply chain localization and menu innovation to adapt to local tastes [30][35] - The report highlights the importance of digital solutions and data platforms in optimizing supply chain management for international operations [35][62] 4. Supply Chain and Localization - The supply chain for Chinese restaurant brands has matured significantly, with a focus on centralized kitchens and standardized procurement processes [35][33] - The report emphasizes the necessity of local partnerships in Southeast Asia to navigate the fragmented supply chain landscape [53][50] - Digitalization and technology are driving efficiency in inventory management and logistics, crucial for successful international expansion [62][61] 5. Market Size and Distribution - The international market for Chinese cuisine is projected to grow from $2,330 billion in 2020 to $3,625 billion by 2024, with a compound annual growth rate (CAGR) of approximately 12.1% [38][41] - The distribution of new stores is heavily concentrated in Southeast Asia and North America, leveraging cultural affinities and existing Chinese communities [41][39] - The report notes that the Southeast Asian market is characterized by a young population and a growing middle class, driving demand for diverse dining options [45][46] 6. Regional Insights - In North America, Chinese cuisine holds a significant market share, with approximately 39% of Asian restaurants offering Chinese food [56][60] - The report highlights the favorable immigration policies and cultural openness in Japan and South Korea, facilitating the entry of Chinese restaurant brands [68][67] - The supply chain in North America is highly concentrated, with major players dominating the market, which presents both opportunities and challenges for new entrants [61][60]

Group 1 - The Chinese catering industry is at a crossroads of scale expansion and value reconstruction, with a projected revenue growth of 5.3% in 2024, reaching 5.57 trillion yuan [1] - The industry faces pressures of declining average spending and profits, alongside intensified market competition [1] - A significant trend is emerging where capable catering and tea enterprises are accelerating their overseas expansion, focusing on cultural integration, standardization, and supply chain development [1] Group 2 - The international catering service market is expected to reach $3.8 trillion by 2026, with a compound annual growth rate of 5.9% from 2022 to 2026 [2] - The share of Chinese cuisine in the international market is projected to grow to 10.8% by 2026, outpacing the overall growth of the international catering market [2] - Key motivations for Chinese brands to enter international markets include the need for market expansion, cultural promotion through cuisine, and increasing acceptance of Chinese food among local consumers [2] Group 3 - The Chinese government has issued guidelines to support the overseas expansion of Chinese cuisine, including cooperation in inspection and quarantine, and promoting Chinese chefs to work abroad [3] - Historical examples of successful overseas expansion include companies like Happy Lamb, which has established over 100 stores in more than 10 countries [3] - The current phase of globalization for Chinese catering is shifting from single-store models to systematic and scalable development [3] Group 4 - Supply chain integration is a core driver for the success of Chinese catering enterprises in international markets, with companies like Haidilao and Mixue leveraging their supply chain advantages [4] - Mixue has established a vast network of over 46,000 stores across 11 countries, supported by a standardized product system [4] - The company aims to continue expanding into new markets to build a globally influential brand [4] Group 5 - The process of "going overseas" is not without challenges, including cultural misunderstandings and regulatory hurdles that can lead to operational difficulties [5][6] - Establishing a global certification system for Chinese chefs and leveraging technology in supply chains are seen as essential for overcoming these challenges [6] - Successful overseas expansion requires careful brand development and local market adaptation, as well as digital empowerment strategies [7] Group 6 - Industry associations are increasingly focused on supporting enterprises in their overseas endeavors, addressing needs for cross-border resource integration and local operational support [8] - Several companies, including Guming and Mixue, have successfully listed on the Hong Kong Stock Exchange to secure funding for their international strategies [8] - Future plans for overseas expansion include targeting markets with significant growth potential, such as Malaysia, the Philippines, and North America [8]

Core Insights - The article discusses the increasing presence of Chinese restaurant brands in Singapore, highlighting the shift from adapting to local tastes to maintaining authentic Chinese flavors [1][2][4] - It emphasizes the challenges faced by these brands, including high operational costs and competition in the Singapore market [7][9][10] Group 1: Market Expansion - As of June 2024, 32 Chinese restaurant brands have entered Singapore, operating 184 outlets, focusing on preserving authentic Chinese culinary styles [2] - The trend of Chinese brands going overseas is driven by a desire to prove that Chinese cuisine can be high-end, with brands like Ningbo's Yongfu and Nongengji adopting this strategy [4][5] Group 2: Operational Challenges - The high cost of ingredients due to the need for airlifting from China significantly increases operational expenses, with examples showing that the cost of certain ingredients can increase tenfold [8][9] - The restaurant industry in Singapore is facing a closure rate of 19.7% in the first three quarters of 2024, indicating intense competition and market saturation [7] Group 3: Cultural and Regulatory Considerations - Chinese brands must navigate cultural differences and comply with local regulations, which can be a barrier to successful market entry [10] - The need for a strong supply chain and understanding of local consumer behavior is critical for the success of Chinese brands in overseas markets [10][12] Group 4: Future Outlook - The article suggests that the next wave of growth in the restaurant industry will be driven by Chinese cuisine, as global culinary trends begin to embrace Chinese cooking techniques and flavors [5][6] - The potential for Chinese consumer brands to expand into emerging markets is significant, with technology and innovation playing a key role in this growth [13][14]

将投中网设为"星标⭐"，第一时间收获最新推送 一幅金色的「餐饮出海图」。 作者丨 曹宾玲 陈梓洁 编辑丨 付晓玲 来源丨 表外表里 以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 "两眼一睁就多十几万成本，真的压力山大。"看着做跨境电商的朋友哀嚎连天，KK决定先捂住自己 要再开3家新店的消息。 想当初，听到他要去海外开餐馆，大家都劝他别"四九年入国军"，这年头实业只能挣血汗钱，炒3年 菜不如干3个月二道贩子赚得多。 KK也曾动摇过，但如今不会了，找个工厂、贴上品牌就能往全世界大卖特卖的商品贸易，随着关税 战一声炮响，告别了黄金时代。 当下在海外扬帆起航的，变成了服务贸易玩家。 以餐饮行业来说，国内只能开在马路边、社区里的茶饮品牌，以翻倍的价格，攻入东京、悉尼市中 心；火锅店、粤菜馆门前更是大排长队，营业额双位增速狂奔。 数据显示，截止到2024年，已有70万家中餐厅在海外落地，市场规模近3万亿元。 我们与十余位餐饮人聊了聊，从他们近至东南亚、远到欧美，下至夫妻档小饭馆、上至人均 1800+高端餐厅的创业故事里，勾勒出了一幅金色的「餐饮出海图」。 "意林风"吹到中餐界，包子配红酒"越 ...

点击图片▲立即试听 文 / 巴九灵（微信公众号：吴晓波频道） 4 月 9 日，当特朗普还在白宫熬夜等待那个让他期待落空的跨洋电话时， CFA 餐连盟创始人范国寅正带领着一支由中餐供应链企业组成的考察 团，漫步在印尼雅加达。 这里弥漫着潮热的空气和一种让人兴奋的气息 —— 卖兑水速溶饮料的小贩骑自行车从身边穿过。将小吃摊支在马路上的摊主，抓起食物塞进塑料袋递给顾客。路上有 " 野生交警 " 通过疏通被堵死 的车流换取一些报酬。有时能看到，道路左侧是低矮破败的民房，右侧设计新潮的写字楼拔地而起，玻璃幕墙倒映着蔚蓝的天空。 眼前的场景，尤其是饮食，让一些人意识到当地的牛羊肉加工还停留在家庭作坊阶段，冷链、冷库也并不成熟。他们于是开始兴奋起来。一位设备 商问范国寅，自己在国内有一些淘汰的设备和产线，能不能拉到这边来？ 当然，当然。印度尼西亚，这个拥有 2.87 亿人口、水稻两年最多能熟 9 季的温暖国家，正在张开怀抱欢迎来自中国的冒险家。 它确实埋着宝藏。 2.87 亿人中一半在 30 岁以下，人均消费支出占可支配收入比重常年维持 90% 以上，若印尼政府连续 5 年达成定下的 GDP 增 速目标，它还将超越德国成为 ...

当前世界格局迎来变动，部分贸易往来趋向不明朗。 在此背景下，中国不仅打开门走出一条路，中国的互联网平台也在以自身的服务帮助中国企业更好地 向外发展。 中国企业正在用实践证明，全球贸易不会因挑战而停滞，中国企业正自信地"走出去"。 "西边不亮东边亮" 近年来，中国大陆的饮品品牌在出海首站上多选择东南亚地区，如蜜雪冰城的海外首店开在越南，霸 王茶姬、沪上阿姨的海外首店开在马来西亚，喜茶、瑞幸咖啡的海外首店开在新加坡，甜啦啦、益禾 堂的海外首站设在了印尼。 新加坡全球食材供应链联盟副秘书长周鹏邦指出，从全球视野分析，东南亚市场或许是中国餐饮供应 链企业出海的"新蓝海"。目前，海外中国餐饮门店已经发展到近70万家，市场规模近3万亿元，预计 会进一步增长。 机会在哪？ 变化之下，中国餐饮业迎来出海新机会。 赵先德表示，中国当前的经济结构仍以投资和出口为主，消费市场难以迅速扩大。但中国可以通过产 能和供应链的出海，为上述各国（韩国、日本、东南亚乃至欧洲）的产业发展和消费者创造更大的价 值。 从实际情况看，全球贸易面临的挑战反而会使全球其他国家与中国的连接更加紧密。 中欧国际工商学院教授赵先德认为，当前的局势给中国提供了与 ...

Core Viewpoint - The launch of the "Black Pearl" restaurant guide overseas aims to cater to Chinese tourists' preferences for dining options that align with their taste, especially during international travel [1][14]. Group 1: Market Trends - The outbound tourism market for Chinese citizens is projected to reach 146 million trips in 2024, nearing pre-pandemic levels [3]. - Major destinations for Chinese tourists include Hong Kong and Macau (30%), Southeast Asia (14.7%), and Northeast Asia (10.6%) [3]. - Dining expenses account for 28% of total travel spending among Chinese tourists, highlighting their significant consumption power abroad [3]. Group 2: Consumer Preferences - Chinese tourists often struggle to find suitable dining options abroad that meet their taste preferences, leading to dissatisfaction with local restaurant ratings [1][3]. - There is a growing demand for authentic Chinese cuisine overseas, as many existing Chinese restaurants have not evolved to meet modern consumer expectations [4][5]. Group 3: Restaurant Strategies - New Chinese restaurants abroad are focusing on authentic flavors and high-quality dining experiences to attract Chinese customers [10][12]. - Successful overseas Chinese restaurants, such as "Yongfu" in Singapore, emphasize a diverse menu that includes various regional Chinese cuisines while maintaining high standards of service and quality [10][13]. - The "Black Pearl" guide, initiated by Meituan, provides a reliable reference for Chinese tourists seeking quality dining options abroad, enhancing their travel experience [14][15]. Group 4: Future Developments - Meituan plans to enhance its platform with AI technology to provide personalized services for cross-border dining and travel experiences [15]. - The expansion of the "Black Pearl" guide internationally is expected to facilitate better connections between Chinese consumers and overseas restaurants, promoting culinary innovation and cultural exchange [14][15].

张亮麻辣烫带动了麻辣烫这一品类的国际化晋级，打造了一个中餐出海企业的成功范本。 美国太平洋时间中午12点， 位于 圣马特奥商业街的张亮麻辣烫正值用餐高峰，300平米的店内坐满了人，等候用餐的食客们排起的长队又足足绕了门店 一圈。 这家店的月均客流通常保持在2万人以上，年度流水超过2500万人民币。而与圣马特奥店类似业绩的海外门店，在张亮麻辣烫并不鲜见。 这家起源于东北的麻辣烫品牌，从2019年开始启动国际化，如今的海外门店数量已超100家，遍布全球21个国家和地区。泰国的商场里、日本的写字楼 旁、纽约的街头……总能迎面撞见橙白黑配色的"张亮麻辣烫"招牌。 更重要的是，对张亮麻辣烫的消费早已不是华人客群和亚裔社区的专属，海外当地主流人群正在将这一来自东方大国的美食纳入日常餐饮。在海外市场， 张亮麻辣烫的消费者普遍认为，一碗麻辣烫代表一顿"有品质的日常餐"。 作为中餐出海热潮中的翘楚，张亮麻辣烫带动了麻辣烫这一品类的国际化晋级，打造了一个中餐出海企业的成功范本。而在这背后，能看到时代的馈赠、 企业的战略选择和一个经久不衰的长期主义议题。 中餐出海的麻辣烫范本 2025年4月，张亮麻辣烫巴黎老佛爷店正在进行开业前的 ...

中餐出海势头强劲，全球市场加速扩张。弗若斯特沙利文曾预测，到2026年，海外中餐市场规模有望达 到4098亿美元（约近3万亿元）。《中国餐饮出海发展报告2024》显示，海外中餐门店数量已接近70万 家。近日，中式快餐品牌"鱼你在一起"在北美市场再掀热潮，美国纽约、圣迭戈两地新店先后盛大开 业。 鱼你在一起北美两家新店面积均在100平米左右，选址均位于当地知名商圈，是新崛起的唐人街或知名 美食街，可借助商圈的高人流量和商业氛围，覆盖更多潜力消费人群。开业当天生意火爆，吸引了不少 华人、留学生及当地食客慕名光顾。鱼你在一起开业消息也成为北美社交媒体上的热门话题，不少顾客 到店消费，纷纷打卡拍照，传递新店开业及美食信息。 此次开业的纽约第二家门店颇受关注，其老板正是鱼你在一起在海外的首家门店——纽约一店的老板， 纽约一店开业即火爆，首店的成功也让他选择继续拓展新店。他说："纽约店的生意这么好，其实早就 可以开二店了。但因为我对选址要求比较高，所以一直等到现在，在布鲁克林找到特别满意的点位之 后，才落实了二店。" 谷歌搜索数据显示，美国人搜索中餐的数量每个月超335万次，中餐在谷歌的流行度排名第一，逐渐超 过了意大利 ...