元旦假期期间，全国餐饮市场迎来一轮消费热潮。在各大城市商圈，知名餐厅门庭若市，食客络绎不 绝，多地热门餐厅的跨年夜座位提前多日便已预订一空，展现出节日消费的强劲势头。 北京市商务局发布的元旦消费数据显示，1月1日至1月3日，重点监测的餐饮业态销售额日均同比增长 4.6%，其中正餐日均同比增长25.4%。元旦前两日，近30家餐饮类特色小店线上销售额累计240.5万元， 凸显假日餐饮消费的蓬勃活力。 广东省食品安全保障促进会副会长朱丹蓬对《证券日报》记者表示，假期期间餐饮市场运行总体平稳， 延续稳中有进的发展态势，餐饮业正着力推动"餐饮+"融合发展，创新多元化消费场景；临近岁末，餐 饮消费市场有望持续释放活力，为经济高质量发展注入新动能。 从消费主题来看，"跨年"成为餐饮市场的核心关键词。美团数据显示，"跨年"主题套餐预售订单量同比 增长166%；跨年夜当天，主打异国风味的餐厅预订量同比增长98%。"消费者尤其是年轻群体，更注重 节日的仪式感和场景体验，异国料理等特色餐饮恰好契合了他们追求新鲜、多元的跨年需求。"美团到 店餐饮相关负责人对《证券日报》记者表示。 火锅品类在低温天气与节日聚会的双重推动下表现尤为突出 ...

头部企业集体涌向公开市场 深圳商报·读创客户端记者 李佳佳 文/图 国家统计局2025年12月中旬发布最新数据显示，2025年11月，全国餐饮收入6057亿元，同比增长 3.2%；限额以上单位餐饮收入1380亿元，同比增长1.2%。2025年1月至11月，全国餐饮收入累计达到 52245亿元，同比增长3.3%。 表面看，餐饮市场延续了"稳中有进"的态势，成为消费大盘中一抹亮色。但中国烹饪协会指出，餐饮业 仍面临"供强需弱"的挑战。业内人士认为，餐饮行业竞争已进入全新阶段，单纯的产品或服务优势难以 留住消费者，餐饮行业的竞争全面升级为供应链、数字化与资本实力的综合较量。 记者发现，2025年，中国餐饮行业上演了一轮密集的资本化冲刺。在资本周期、政策环境等共同作用 下，中国餐饮行业以新茶饮品牌为先锋，火锅、正餐、快餐等各品类头部企业集体涌向公开市场，构成 了一股上市热潮。 2025年上半年，蜜雪冰城、古茗、霸王茶姬等品牌相继在港交所或纳斯达克挂牌。从年初到年中，上述 企业相继在港股和美股敲钟上市，希望通过资本市场融资来支持其快速扩张和品牌建设。 其中，蜜雪冰城港股首日市值即突破千亿港元，成为年内最具标志性的IPO ...

来源：根据国家统计局数据整理制作。©中国烹饪协会 "双11"线上线下联动拉动消费。"双11"期间，餐饮企业通过线上预售、直播带货等方式积极拓展市场。长沙聚味瞿记·龙虾堂、上海哈灵面 馆、窑鸡王等品牌预售订单显著上升。宁波军基厨、东福园等品牌也结合"双十一"热点推出专项套餐，有效覆盖秋假消费需求。 暖食、暖饮、火锅等品类迎来消费高峰。 随着气温下降，火锅、烧烤、炖汤、热饮等"暖经济"品类需求激增。美团"火锅季"相关主题团购订 单量较去年同期增长超330%。海底捞、呷哺呷哺、巴奴毛肚火锅等品牌门店客流明显上升，茶百道热饮销量占比实现翻倍增长，季节性驱动 力显著。 图 2024年以来各月份全国餐饮收入及同比增幅状况 智通财经APP获悉，12月15日，中国烹饪协会发文称，11月份餐饮市场运行总体平稳，延续稳中有进发展态势，但供强需弱矛盾突出，餐饮业 发展面临不少挑战。下一阶段，餐饮业要全面贯彻落实中央经济工作会议精神，大力提振消费，扩大国内需求，着力推动"餐饮+"融合发展， 创新多元化消费场景。通过科技创新与人工智能赋能，发展新质生产力，提升人效、能效与坪效，鼓励有条件的品牌餐饮企业积极开拓海外市 场，持续推动餐饮业 ...

Core Insights - The summer season has led to a significant increase in restaurant traffic in Beijing, with many establishments reporting daily customer numbers in the thousands and turnover rates of up to 12 times a day [1][3][4] - The night economy is thriving, with a 120% month-on-month increase in night orders since July, driven by extended operating hours and the introduction of night-themed dining options [7][9][10] - The Beijing government has initiated a plan to enhance consumer spending, focusing on high-quality development in the restaurant industry and promoting the integration of dining with cultural and recreational activities [12][14] Group 1: Restaurant Performance - Many restaurants near tourist attractions have seen a surge in customer numbers, with some reporting increases in sales of 15%-20% and customer traffic up by over 30% [3][4] - Specific restaurants, such as 烤匠麻辣烤鱼 and 巴奴毛肚火锅, have reported exceptionally high turnover rates, with some locations achieving over 10 turnovers on weekends [3][4] - The demand for local delicacies, such as Beijing snacks and roasted duck, has surged, with some outlets experiencing sales growth of over 40% [3][6] Group 2: Night Economy Growth - Night orders in Beijing have increased by 120% since July, with traditional late-night foods like barbecued seafood seeing an 80% rise in orders [9][10] - The popularity of late-night dining has led to significant increases in sales of beverages and snacks, with beer and ice products seeing over 150% growth [9] - Restaurants are adapting by extending their hours and creating night-themed dining experiences, with establishments like 海底捞 launching night market concepts [10][11] Group 3: Government Initiatives and Industry Trends - The Beijing government has released a plan to boost consumer spending, which includes creating 30 "late-night dining" streets and enhancing the quality of dining areas [12][14] - The integration of dining with cultural experiences is becoming essential, as restaurants seek to attract diverse consumer groups by offering unique experiences [13][14] - The summer season and the growth of the night economy are seen as opportunities for restaurants to innovate and enhance their offerings, preparing for future peak seasons [12][14]