每经AI快讯，11月12日，据上海市人民政府网站，上海市商务委等5部门近日印发《上海市促进餐饮业 智能化布局行动计划(2026—2028年)》。其中提出，推动正餐企业在客户服务、运营管理等重点环节推 行智能化应用。鼓励研发应用AI营养配餐顾问，根据顾客健康数据提供个性化菜品搭配建议。探索利 用AI进行菜品设计创新和口味数字化分析，辅助厨师研发新菜式。推广"AI明厨亮灶"系统，实现对环境 卫生、人员操作规范、异物入侵等24小时智能监测与预警，提升食品安全管控能力。 ...

Core Viewpoint - The Shanghai Municipal Commission of Commerce and four other departments have issued the "Shanghai Action Plan for Promoting Intelligent Layout in the Catering Industry (2026-2028)", aiming to enhance the efficiency and sustainability of the catering sector through smart technologies [1] Group 1: Smart Dining Initiatives - The plan promotes the "smart canteen" model across various sectors including government agencies, schools, hospitals, and corporate cafeterias [1] - It supports the establishment of online reservation platforms that utilize system reservation data to guide precise meal preparation, thereby reducing waste from the source [1] Group 2: Technological Advancements - The initiative encourages the widespread use of smart self-service meal cabinets and AI visual recognition payment systems to improve dining efficiency [1] - It promotes the adoption of automated cooking equipment such as smart cooking robots and automatic rice production lines to ensure standardized and stable meal output [1] Group 3: Nutritional Optimization - The plan encourages the introduction of AI nutrition analysts that can automatically generate balanced weekly meal plans based on the characteristics of the dining group [1]

Core Insights - The rise of cooking robots is transforming the restaurant industry, allowing for a reduction in traditional chef teams while emphasizing the importance of research chefs for recipe development [1][6][5] - The integration of cooking robots has led to increased efficiency and profitability in restaurants, with some establishments reporting daily cooking volumes exceeding 1,300 dishes and net profit margins reaching 25% [3][8][6] Industry Trends - The demand for standardized Chinese cuisine and the maturation of cooking robot technology are driving the emergence of "chef-less" Chinese restaurants [3][5] - The market for commercial cooking robots is expanding, with estimates suggesting a potential market size of approximately 1.2 trillion yuan if 30% of China's 9 million restaurants adopt these technologies [9][10] Company Developments - Companies like Tink Labs and JD.com are entering the cooking robot market, with Tink Labs reporting significant sales growth and partnerships with over 200 businesses [4][8] - Tink Labs has sold around 1,000 commercial cooking robots in the first half of the year, a significant increase from the previous year's sales [8][11] Financial Performance - The profitability of restaurants utilizing cooking robots is improving, with projections indicating that gross margins could reach 68% and investment payback periods could be as short as 8-9 months [7][8] - The average cost of a cooking robot is around 15,800 yuan, making it a feasible investment for many small to medium-sized restaurants [10] Future Outlook - The cooking robot market is expected to experience explosive growth in the next two years, driven by advancements in AI and automation technologies [11] - Companies are focusing on enhancing the precision and efficiency of cooking robots, with plans for new product launches and improvements in cooking methods [11]