食品丨市场观察 本周看点： -消费者对预制菜接受度差异显著，用餐场景影响接受比例； -农夫山泉、元气森林纷纷入局，"减糖、气泡"成创新焦点； -"饮"爆"胖山盒"，竹蔗茅根水成养生水新顶流。 行业 环境 1.消费者对预制菜接受度差异显著，用餐场景影响接受比例 关键词 ： 市 场 调研,消费者,预制菜,接受程度,用餐场景 概要 ： 近期市场调研显示，消费者对预制菜的接受度因用餐场景而异：连锁快餐店接受度最 高（超50%），高端餐厅最低（仅8.8%），其他场景超六成消费者明确拒绝。核心关注点为食 品安全、知情权及合理定价。95%受访者接受预制菜价格上限为50元，认为餐厅不应以现做菜 标准定价。消费者普遍认同预制菜应体现便捷、安全、低成本的特点。 2. 冰红茶翻红！农夫山泉、元气森林纷纷入局，"减糖、气泡"成创新焦点 3. 2025全球食品饮料百强榜：百事重回第一，营收超900亿美元 关键词 ： 营收增长,产品创新,AI技术,渠道合作,市场推广 概要 ： 2024年全球食品饮料企业排名中，百事超越雀巢位居第一，雀巢和JBS分列第二、第 三。百事营收918亿美元，增长驱动力包括产品创新（如Rockstar能量饮料、b ...

Investment Rating - The report does not explicitly provide an investment rating for the food and beverage industry Core Insights - The food and beverage industry is experiencing significant trends, including the rise of ready-to-eat meals, the popularity of low-sugar and sparkling beverages, and the emergence of health-focused drinks like bamboo sugar and reed root water [1][2][7] Industry Trends - Consumer acceptance of ready-to-eat meals varies significantly by dining context, with over 50% acceptance in fast food chains and only 8.8% in high-end restaurants [2] - The iced tea market is booming, with brands like Nongfu Spring and Yuanqi Forest entering the space, focusing on sugar reduction and carbonation innovations. The market is expected to grow from 300 billion yuan in 2024 to 350 billion yuan in 2025 [2] - The global top 100 food and beverage companies list for 2025 sees PepsiCo reclaiming the top spot with revenues exceeding $90 billion, driven by product innovation and AI technology [4] - The integration of supermarkets and restaurants is on the rise, with new business models emerging that combine high cost-performance and fresh ingredients [4] - The dairy market in China faces challenges, particularly in liquid milk, while powdered milk and cheese are experiencing growth [5] - The tea beverage industry is shifting towards fast-moving consumer goods, with brands focusing on efficiency and cost reduction [6] - Bamboo sugar and reed root water have become popular health drinks, reflecting the potential of traditional Chinese health beverages [7] - The night economy is becoming a significant growth point for the restaurant industry, with night-time consumption in cities like Shanghai and Chengdu reaching 60% [10] Brand Dynamics - Brands like Kang Shifu are launching successful sugar-free tea products, indicating a shift towards premium and health-oriented offerings in the beverage market [14] - The introduction of new products by brands like Subway, which incorporates local flavors into their offerings, highlights the trend of localization in the food industry [15] - The collaboration between Three Squirrels and JD to establish quality standards for nuts aims to elevate industry standards and meet consumer demand for high-quality products [16] - Wahaha's rebranding to "Wah Xiaozong" under the leadership of Zong Fuli aims to attract younger consumers while addressing compliance issues [17] - Zhou Hei Ya's promotional activities targeting college students reflect efforts to engage younger demographics amid declining sales [20]