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洗浴中心成年轻人新宠:100元享12小时娱乐住宿
第一财经· 2025-06-14 06:32
Core Viewpoint - The Chinese bathing service industry is entering a golden development period from 2025 to 2030, driven by consumption upgrades, technological innovations, and policy support, presenting unprecedented opportunities for growth [1][8][9]. Industry Development - The bathing and foot massage industry has seen a surge in new supply and business models, with online transaction volume and orders growing over 30% year-on-year in the past three years [4][5]. - The market size of the bathing industry is expected to exceed 700 billion yuan, with a projected compound annual growth rate of 10%-12% until 2030 [8][9]. Consumer Trends - Young female consumers and the Z generation (born 1995-2009) are emerging as the core customer base, with significant growth in their participation in the bathing services [5][8]. - The average age of consumers is decreasing, with young users (especially college students) showing a transaction growth rate of 162.26% year-on-year [5][8]. Regional Market Dynamics - The growth rate of the bathing service market in third- and lower-tier cities is over 40%, significantly outpacing that of first-tier cities [9]. - Urbanization is accelerating, with the urbanization rate expected to exceed 66% by 2025, leading to increased demand for leisure services [9]. Business Strategies - Companies are focusing on extreme cost-performance ratios to attract consumers, with some businesses significantly reducing prices while increasing customer flow [11][12]. - The shift from a business-oriented model to a "volume-based" model is evident, with businesses adapting to consumer preferences for affordability and value [11][12]. Service Diversification - The industry is moving towards a "multi-entertainment" phase, where the focus is on enhancing customer stay duration and overall experience rather than just fulfilling bathing needs [16][18]. - New service offerings include diverse entertainment options such as gaming, dining, and social spaces, catering to the evolving preferences of younger consumers [16][18]. Gender and Demographic Shifts - The gender ratio among consumers is becoming more balanced, with female customers now slightly outnumbering male customers, reflecting a shift in service focus towards female clientele [17][18]. - The average stay duration of customers has increased significantly due to the enhanced entertainment and social atmosphere in bathing centers [18].