团餐行业丨研究报告 核心摘要： 团餐作为中国餐饮市场的重要支柱，承载着企事业单位、学校、医院等场景的规模化餐饮需求，其发展水平 直接关系到民生服务效率与食品安全保障。近年来，在数字化转型与供应链升级的双轮驱动下，团餐行业向 智慧化、标准化、集约化方向加速演进。头部企业通过中央厨房、冷链物流和数字化管理系统的深度整合， 显著提升运营效率。与此同时，团餐产业链的社会价值日益凸显，成为推动乡村振兴的重要场景。本报告基 于对中国团餐行业的持续追踪，详细梳理团餐行业背后客群场景及政策导向的变化趋势，探讨团餐行业规范 化发展新范式，旨在为行业内玩家深刻洞察团餐行业发展趋势、共同推动行业高质量发展提供方向建议。 团餐定义及研究范畴 中国团餐行业驱动因素-政策端 乡村振兴战略引导三产融合，团餐行业适配乡村三产融合类项目，借此通过政府合作 等方式加速渗透，释放社会价值 近年来，国务院、农业农村部接连推出促进乡村振兴的各类政策。乡村产业主要围绕农产品展开， 在保障粮食和重要农产品供给的基础上，乡村振兴相关政策鼓励乡村以三产融合为路径，发展农产 品加工业以提升农业活动附加值与保存时间，提高农产品流通链条稳定性。团餐行业每日就餐规模 ...

8月21日晚间，"滋补养生第一品牌"东阿阿胶（000423）发布2025年半年报，业绩整体稳健增长，经营 性现金流与一季度相比有明显改善。 具体来看，报告期内东阿阿胶实现营业收入30.51亿元，同比增长11.02%；归属于上市公司股东的净利 润8.18亿元，同比增长10.74%；归属于上市公司股东的扣除非经常性损益的净利润7.88亿元，同比增长 12.58%；经营活动产生的现金流量净额9.65亿元，同比增长4.70%。 作为一家中华老字号企业，东阿阿胶始创于1952年，1996年在深交所挂牌上市，2005年加入华润（集 团）有限公司。其主要从事阿胶和阿胶系列及其他中成药等产品的研发、生产和销售，是阿胶行业标准 制定的引领者，是滋补健康引领者和中药企业高质量发展的典范。 近些年，为进一步巩固行业地位、拓展增长空间，东阿阿胶持续推进内部改革与战略升级。公司 以"1238"战略为指引，深化推进胶类产业链"三产融合"协同发展，继续做强做优做大阿胶主业，精准拓 深基石业务，统筹拓展潜力产品，着力培育外延品种。其中，以"皇家围场1619"等品牌为代表的"第二 增长曲线"不断拓展滋补领域边界，为大健康行业的发展探索全新方向 ...

Group 1 - The integration of high-tech processing in the crayfish industry has significantly increased the value of the product, with the price per pound at least doubling from raw to processed forms [1] - Hefei has positioned technological innovation as a key driver for deep processing of agricultural products, enhancing the entire industry chain, supply chain, technology chain, and value chain [1] - The agricultural technology contribution rate in Hefei has reached 71%, with the number of high-tech agricultural enterprises growing to 130 [1] Group 2 - The combination of technology and branding has expanded the value-added space in the agricultural sector, addressing issues such as short supply chains and disconnection between production and processing [2] - Hefei is actively promoting its agricultural brands, with an increasing number of products recognized in national directories and certifications, including 285 green food certifications and 163 organic product certifications [2]

Core Insights - The article highlights the integration of agriculture, culture, and tourism in the Xinjiang region, particularly in the Kashgar area, to promote rural revitalization and economic development [1][6][9] Group 1: Agricultural Development - The introduction of new crops, such as asparagus, by Jiangxi Guokang Agricultural Group in the Akto County has diversified local agriculture, which previously focused on corn and wheat [2][3] - A 10-year land transfer contract has been established, with a rental increase from 600 yuan per mu in the first three years to 1300 yuan by the tenth year, ensuring stable income for local farmers [3] - The local agricultural model emphasizes government-enterprise cooperation, providing around 250 job opportunities in asparagus cultivation [3] Group 2: Processing and Supply Chain - The establishment of the "Yuejia New Mei Industry Park" has improved the cold storage and logistics for local fruit products, significantly reducing delivery times and costs [4] - The introduction of companies like JD Logistics has streamlined the supply chain, reducing waste and logistics costs by 12% [4] - The focus on deep processing of agricultural products aims to enhance value addition and market reach, particularly in high-demand areas like the Guangdong-Hong Kong-Macao Greater Bay Area [5] Group 3: Tourism Integration - The development of eco-tourism around fig cultivation in Atushi City has attracted significant tourist traffic, with local farmers benefiting from increased income through hospitality services [6][7] - The "fig+" model combines agriculture with cultural tourism, aiming to create a vibrant rural economy and improve living standards for local residents [7][8] - The establishment of the "Lujingqing" edible fungus ecological technology demonstration park has created a multifunctional space for production, tourism, and education, promoting local economic development [8][9]

Core Insights - The Ningxia goji berry industry is experiencing significant growth, with a comprehensive brand matrix and over 2,700 enterprises, including 11 national leading companies and 21 large-scale enterprises [3] - The industry has created approximately 270,000 jobs, with an average annual income of 36,000 yuan for workers in the goji berry sector [3] - The total output value of the goji berry industry in Ningxia has surpassed 20.4 billion yuan, making it a key driver of regional economic growth [3] Industry Development - Ningxia has established two regional public brands, "Ningxia Goji" and "Zhongning Goji," and has developed over 120 types of deep-processed goji products, exporting to 50 countries and regions [3] - The region has built a modern goji berry industry development framework covering five cities and 15 main production counties, enhancing its global brand influence [3][4] Technological Advancements - The establishment of the China Goji Research Institute and the National Goji Product Quality Inspection Center in Ningxia has strengthened the industry's technological capabilities and product quality assurance [4] - Over 270 technology projects have been implemented with an investment of nearly 290 million yuan, driving high-quality development in the goji berry sector [4] Innovation and Product Development - Companies like Bai Rui Yuan are actively exploring innovative paths, holding over 40 technology patents, including the "fresh-keeping goji berry" that significantly reduces drying time while preserving nutrients [5] - The integration of modern agricultural techniques, such as Israeli drip irrigation and full-process traceability systems, enhances the quality and appeal of goji products [7] Cultural and Economic Impact - The Bai Rui Yuan goji berry estate combines health food, cultural experiences, and tourism, creating diverse revenue streams and job opportunities while promoting local economic development [7][8] - The goji berry industry connects ancient health culture with modern consumer demands, benefiting over 270,000 practitioners and contributing to the local economy [8]

Group 1 - Shantou is actively developing industries that benefit the people and invigorate rural areas by utilizing inefficient land and idle resources [2][9] - Heyuan is focusing on the "One Lake, One County, One Basin" initiative to build a modern industrial system at the county level [14][18] - Dongguan is committed to industrial transformation and upgrading, emphasizing the improvement of urban and rural environments [30][32] Group 2 - Zhongshan is advancing the construction of a health city to enhance the living environment in urban and rural areas [36][39] - Jiangmen is promoting the development of a full industrial chain for six major characteristic agricultural products, aiming for a thousand billion yuan output value [41][43] - Zhanjiang is implementing a unified approach to promote beautiful beach construction and develop coastal tourism [56][58] Group 3 - Zhaoqing is focusing on modern agriculture with an industrialization approach, extending operations to promote the integration of primary, secondary, and tertiary industries [71][73] - Qingyuan is developing the bamboo industry as a model for rural prosperity, enhancing brand value and supporting enterprises [78][80] - Chaozhou is intensifying environmental remediation efforts to improve the urban and rural living environment [85][89] Group 4 - Yunfu is using urban and rural appearance enhancement as a breakthrough to complete environmental remediation tasks [93][95]

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 digitalization, standardization, and centralization, driven by the integration of central kitchens, cold chain logistics, and digital management systems [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 the development of rural industries, enhancing the value-added processing of agricultural products [5] Food Safety and Regulation - Food safety has become a critical public concern, with various policies aimed at enhancing the quality and safety of the food supply chain [7] - Digital tools are essential for establishing supply chain traceability systems, which can improve the competitive edge of leading group meal companies [7] Demand Factors - High food expenditure among Chinese residents supports a stable daily consumption base for group meals, particularly in schools and government institutions [12] - The online food delivery sector's growth is driving the group meal industry to upgrade its supply offerings [15] Supply Factors - The group meal industry is attracting capital investment, focusing on projects that integrate the three industries, digital supply chain construction, and cross-regional expansion [17] - The industry is entering a phase of standardization and informationization, with significant funding directed towards infrastructure and digital transformation [17] Technological Advancements - Leading social dining brands are leveraging digital technologies to enhance operational efficiency, which group meal companies can adopt to overcome data silos [20] Industry Evolution - The group meal industry has transitioned from the "big canteen" model to a multi-model approach, with a focus on standardization and professionalization [23] Market Size and Growth - The group meal market is projected to reach approximately 2.7 trillion yuan by 2024, with expectations to exceed 3.5 trillion yuan by 2026, indicating strong resilience compared to the overall catering market [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 entry model, collective meal distribution model, and platform model, each with unique revenue structures and operational efficiencies [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 operational costs are contributing to the uncertainty in profit margins [47] Market Concentration - The concentration of the group meal market in China is relatively low compared to North America and Europe, presenting opportunities for leading companies to consolidate and enhance their market presence [59] Diverse Market Participants - The group meal industry is becoming increasingly diverse, with various players, including online food delivery platforms and chain restaurants, entering the market [62]

Group 1 - The core viewpoint of the articles highlights the integration of culture and industry as a pathway for high-quality development, exemplified by the initiatives of Debai Group in various regions [5][6] - Debai Group launched the "Neon Summer Fireworks Collection" shopping month, marking the beginning of a vibrant chapter for the Dezhou 589 district, featuring a 30,000 square meter immersive space combining a food museum, intangible cultural heritage experience center, and live performance venue [1] - The company has invested 120 million yuan in the ancient mulberry industry, establishing a comprehensive "production, learning, research, and tourism" complex that has created thousands of jobs and transformed a cultural heritage into a billion-yuan industry chain [2] Group 2 - In the Tibet region, Debai Group's "De Long Ma" natural water product, launched from a cloud factory, signifies the success of its industrial aid strategy, creating over 120 local jobs and facilitating the exchange of goods between Tibet and Shandong [3] - The 589 district serves as a model for cultural heritage preservation and consumption upgrade, featuring live demonstrations of traditional foods and crafts, thus promoting cultural confidence and economic vitality [4] - The company's initiatives reflect a commitment to social responsibility, emphasizing that corporate value extends beyond profit creation to include community welfare and regional prosperity [6]

Group 1: Rural Tourism Development - The article highlights the transformation of Yuanjia Village from a poor area to a thriving rural tourism destination, with projected tourism revenue exceeding 1.2 billion yuan and 9.5 million visitors in 2024 [9][11]. - The village's development strategy included agricultural improvements in the 1970s, establishment of village-run enterprises post-reform, and a focused effort on rural tourism starting in the 2000s [11]. - The cooperative model among local businesses has led to increased per capita income for villagers and job creation for over 4,800 individuals from nearby areas [11][12]. Group 2: Cultural and Historical Significance - The article emphasizes the cultural richness of Datong, particularly through the Yungang Grottoes, which represent a significant chapter in Chinese art and history [13][14]. - Local guides and residents are actively engaged in promoting the cultural heritage of the area, enhancing the visitor experience through storytelling and education [14]. - The integration of digital technology in museums is noted as a means to revive historical narratives and engage visitors with the past [14]. Group 3: Renewable Energy and Environmental Impact - The article discusses the establishment of photovoltaic projects in the Ulan Buh Desert, which not only provide clean energy but also contribute to desertification control and local economic development [16][17]. - The shift from traditional coal-fired power generation to solar energy is highlighted as a significant reduction in emissions, supporting environmental sustainability [17]. - The development of eco-tourism in the region is facilitated by the renewable energy projects, creating new opportunities for local farmers and promoting a sustainable economic model [17]. Group 4: Border Region Development - The article reflects on the development of border areas in Xinjiang, showcasing improvements in infrastructure and tourism facilities that enhance visitor experiences [19][20]. - The presence of border defense soldiers is noted as a symbol of stability and development in these regions, contributing to national security and local growth [20]. - The narrative emphasizes the importance of historical roads in connecting communities and fostering economic integration, highlighting the role of infrastructure in regional development [19][20].

Core Viewpoint - The article emphasizes the importance of industrial revitalization as a key component of rural revitalization in Sichuan Province, highlighting the unique paths taken by various ethnic villages to integrate primary, secondary, and tertiary industries [6][7]. Group 1: Infrastructure Development - Infrastructure is identified as a critical foundation for industrial development, with examples of villages overcoming transportation challenges through community efforts to build roads and irrigation systems [8][11][12]. - In Xiaoguxi Village, a 3-kilometer cement road was constructed through the collaboration of local residents, leading to increased tea cultivation and diversified agricultural activities [11]. - In Yantang Village, government support has led to the construction of irrigation facilities, significantly improving agricultural productivity, particularly in orange farming [12]. Group 2: Agricultural Innovation - Villages are leveraging local resources to develop unique agricultural products, such as the bamboo shoots in Xianfeng Miao Township, which have become a significant market commodity [14][18]. - The transformation from coal mining to bamboo cultivation in Xianfeng Miao Township has resulted in a substantial increase in bamboo shoot production, reaching 8,300 tons last year [17][18]. - The establishment of processing facilities and the promotion of organic farming practices have enhanced the value of agricultural products, as seen in the tea industry in Mabi County [19][20]. Group 3: Tourism and Service Enhancement - The rise of rural tourism is noted, with villages developing unique cultural and ecological tourism experiences to attract visitors and avoid market saturation [20][21]. - Efforts to improve service quality in rural hospitality, such as training programs for local entrepreneurs, have led to increased profitability and customer satisfaction in agritourism [22][23]. - The integration of local culture and modern service standards is crucial for sustaining tourism growth and enhancing visitor experiences [21][24]. Group 4: Government Support and Investment - The Sichuan government has invested 1.5 billion yuan to support the development of 235 ethnic villages, resulting in significant income growth for local communities [24]. - The focus on tailored industrial development strategies has enabled various ethnic groups to achieve economic progress and move towards common prosperity [24].