Supply Chain Solutions ——厨纪AI炒菜机器人-F3应用方案 中国餐饮供应链研究报告 2025年12月 在餐饮收入增速放缓、竞争加剧的背景下，餐饮品牌加速扩张抢 占市场 近年来，我国宏观经济整体呈现稳中向好的态势，但餐饮收入的增长动力略显不足，增 速显著放缓。 国家统计局数据显示，2024年全国餐饮收入达到5.57万亿元，同比增长5.3%，增速较 2023年下降了15.1个百分点；进入2025年，1—11月全国餐饮收入超5.2万亿元，同比增速 进一步下滑至3.3%。 2019年至2025年11月全国餐饮收入情况 9.4% -16.6% 18.6% -6.3% 20.4% 5.3% 3.3% 0 20,000 40,000 60,000 2019年 2020年 2021年 2022年 2023年 2024年 2025年 1—11月 餐饮收入（亿元） 同比变化 资料来源：国家统计局，红餐产业研究院整理，数据统计时间截至2025年11月。 与此同时，随着市场洗牌加剧，餐饮行业进入存量竞争阶段。红餐大数据显示，2025年 第三季度全国餐饮门店数量超770万家，较2024年同期下降了3.8%。 在 ...

尊敬的合作伙伴、亲爱的朋友们： 时序更迭，岁末将至。2025年已步入静谧而丰盈的冬季。在这辞旧迎新的时节，我们心怀暖意，谨向您 致以诚挚的感谢——感谢每一位客户对三禾的信任与支持，也感谢行业同仁们这一年来共同推动传送餐 饮智能设备领域的每一次进步与创新。 三禾自1993年创立至今，已走过三十二载春秋。我们从一家只有几个人的小型工厂，逐步成长为如今的 致力于为全球餐企提供智能餐饮整体解决方案的服务商。这一路上，我们始终铭记企业的使命："持续 创新，成就客户"，并以 "用敬畏之心做品质，用感恩之心做服务" 的价值观，贯穿于产品研发、生产服 务等等每一个环节。 我们坚信，行业的高度决定每一家企业的高度。 餐饮智能化不仅是技术的集成，更是餐饮体验革新与效率提升的关键。我们深知，只有整个行业生态健 康、技术持续创新且开放共进，每一家企业才能走得更稳、更远。因此，三禾始终以推动行业良性发展 为使命，倡导协作、共享、共赢的产业氛围。我们愿与所有同行一道，把AI·人工智能、大数据等技术 倾注于智能传送、寿司智能设备与系统集成的创新中，共同赋能餐饮行业，助力解决运营效率、人力成 本与体验升级等核心课题。 三禾集团 2025年冬 ...

漫步在上海的街道，随处可见餐厅热气腾腾的景象——豫园各大餐厅人声鼎沸，好不热闹；盛兴汤 圆每天的馄饨销量就有400碗至600碗；国际饭店大堂吧的下午茶几乎日日客满，蝴蝶酥更是成了"排队 王"；坐落于长乐路的本帮菜小餐厅"云和面馆"虽只能容纳40多人，但自开业以来，门口从来不乏等座 的顾客，最近更要下午三四点以后才能随到随吃…… 上海市统计部门11月17日公布的数据显示，今年10月上海餐饮收入163.09亿元，比去年同期增长 2.1%，环比增长7.0%。 上海餐饮业兴旺发展，人气从何而来？在当下的上海，一家真正称得上"好"的餐厅，究竟是何模 样？近日，记者深入上海餐饮一线，在这片烟火气中，探寻其"大智慧"。 "好看"，是顾客选择进入一家餐厅的重要原因。"在灯光氛围的营造上，我们倾注了不少心力—— 从色温的斟酌、角度的调节到墙面设计的呼应，每一个环节都精心考量，旨在重现20世纪60年代香港的 英伦情调。餐厅同时广泛选用大理石材质，于低调中透出奢华，令宾客在优雅环境中亦能体味广东老钱 文化的务实生活哲学。"逸谷会餐厅副总经理刘阳海表示。 产品是硬通货 在上海，吃从来都是一件日常但又郑重的事。这份郑重，首先体现在对味 ...

10月份上海餐饮收入今年以来首次单月同比回正。 面对经济波动挑战和消费复苏趋势，上海试图将深厚的国际化餐饮资源，系统性地转化为拉动内需、提 升城市商业能级的引擎。 "上海拥有中国最开放、最成熟、最具好奇心的消费者群体，要让'在上海，吃遍世界'成为海内外宾客 的共识。"在12月3日举行的环球美食企业座谈会上，上海市商务委主任朱民称，要将国际化餐饮文化打 造成上海城市名片。 在朱民看来，环球美食是衡量城市国际化程度与消费活力的重要标志，上海作为国内国际化程度最高的 城市，是各类国际化餐饮能够扎根、繁衍并创新的根本保障。 充分挖掘这样的资源优势，为持续爬坡的餐饮业打造新的IP、注入更强动能，在当下显得尤为重要。 餐饮消费回稳向上 根据上海市统计部门公布的消费数据，今年10月，上海市社会消费品零售总额同比增长8.6%，1—10月 累计同比增长4.8%。后者比前三季度的增长提升了0.5个百分点，呈现出强劲的消费增长态势。其中， 10月份上海餐饮收入163.09亿元，比去年同月增长2.1%，环比增长7.0%，是今年以来首次单月同比回 正。 数据回暖的背后，是上海为促进消费复苏打出的一套"组合拳"。从发放市级财政资金5亿元 ...

Core Insights - The Shanghai Municipal Commission of Commerce and four other departments have issued the "Shanghai Action Plan for Promoting the Intelligent Layout of the Catering Industry (2026-2028)" aiming to establish a leading and internationally recognized intelligent development hub for the catering industry by the end of 2028 [1] Group 1: Intelligent Development Goals - By the end of 2028, the intelligent penetration rate for group meals, fast food, and tea and coffee enterprises is expected to exceed 70%, while the application rate of intelligent solutions in key areas of formal dining enterprises will surpass 50% [1] - Aiming to cultivate a number of nationally leading suppliers of intelligent solutions for the catering industry [1] Group 2: Supply Chain and Infrastructure - The coverage rate of intelligent supply chain management is projected to exceed 60%, with the establishment of 3-5 demonstration "AI + Catering" integration pilot scenarios and several intelligent central kitchens [1] Group 3: Green and Sustainable Development - The plan emphasizes significant improvements in intelligent-driven green and low-carbon development, with health-conscious consumption and intelligent waste management applications being further enhanced [1] - The "Clean Plate Campaign" is expected to become a new social trend, with the resource utilization rate of household waste maintained at over 85% [1] Group 4: International Expansion - The initiative aims to support a number of catering enterprises in successfully expanding into overseas markets, establishing an intelligent supply chain support system covering major target markets [1]

Core Viewpoint - The application of B-end commercial cooking robots in chain restaurants is accelerating, with significant potential for cost reduction and enhanced customer experience [1][3][4] Group 1: Industry Adoption - The restaurant industry is actively embracing cooking robots, with notable examples including Haidilao, which launched a smart restaurant in 2018, and Xiaocaiyuan, which plans to invest approximately 100 million yuan to procure 2,000 cooking robots [1][2] - Other chains like Laoxiangji and Xiangcunji are also integrating smart cooking robots into their operations, with Laoxiangji having introduced automation in 388 restaurants by April 2025 [1][2] Group 2: Cost Reduction and Efficiency - The supply of chefs is decreasing, with training participants at the New Oriental Culinary School dropping from 77,000 in 2019 to 63,000 in 2024, a decline of 18% [3] - The post-pandemic restaurant industry faces cost pressures, prompting owners to reform kitchen processes for cost reduction and efficiency, with one cooking robot capable of replacing 2-3 chefs [3] Group 3: Technological Advancement - Current mainstream commercial cooking robots are priced around 50,000 yuan per unit, with expectations for price reduction as production scales and technology matures [4] - Future developments include transitioning from "single-machine automation" to "full-process collaboration," utilizing AI for cooking adjustments, and integrating with ERP systems for resource tracking [4]

Group 1 - The restaurant industry is increasingly adopting cooking robots, with notable implementations by companies like Haidilao, Xiaocaiyuan, and Laoxiangji, indicating a trend towards automation in commercial kitchens [1][2][3] - The demand for cooking robots is driven by the need to reduce costs and improve efficiency, as the supply of chefs is declining, and restaurant owners are reforming kitchen processes to cope with post-pandemic cost pressures [2][3] - Cooking robots can replace 2-3 chefs, significantly reducing labor costs and kitchen space requirements, while also responding to consumer preferences for freshly cooked meals [2][3] Group 2 - The current price of mainstream commercial cooking robots is around 50,000 yuan per unit, with expectations for price reductions as production scales and technology matures [2] - Future developments for cooking robots include transitioning from single-machine automation to full-process collaboration, integrating AI for cooking adjustments, and connecting with ERP systems for inventory management [2][3] - Cooking robots are positioned to become a key component of "smart kitchens" in standardized chain restaurant settings, enhancing operational efficiency and customer experience [2][3]

Investment Rating - The industry investment rating is "Positive" and maintained [5] Core Viewpoints - The commercial cooking robot is in a phase of accelerated commercialization, significantly enhancing labor efficiency and standardization in kitchens, providing dual benefits of cost reduction and experience enhancement [3][8] - The adoption of cooking robots in the restaurant industry is driven by the need to reduce costs and meet the demand for freshly cooked meals, as the supply of chefs continues to shrink [8] - The future direction of cooking robots includes transitioning from single-machine automation to full-process collaboration, integrating with ERP systems, and achieving intelligent cooking capabilities through AI [8] Summary by Sections Industry Overview - The restaurant industry is actively embracing cooking robots, with notable examples including Haidilao, Xiaocaiyuan, and Laoxiangji, which have integrated these technologies into their operations [8] Market Dynamics - The supply of chefs is decreasing, with training participants dropping from 77,000 in 2019 to 63,000 in 2024, a decline of 18% [8] - The post-pandemic restaurant industry faces cost pressures, prompting owners to reform kitchen processes to enhance efficiency [8] Technological Advancements - Current mainstream commercial cooking robots are priced around 50,000 yuan per unit, with expectations of price reductions as production scales and technology matures [8] - Future developments will focus on achieving full-process collaboration, autonomous cooking adjustments, and integration with supply chain management systems [8]

Core Insights - The rise of cooking robots in the Chinese restaurant industry has led to a surge in demand, with major brands like JD's Seven Fresh Kitchen and Guoquan investing heavily in these technologies to enhance efficiency and reduce labor costs [1][4][40] - Cooking robots are seen as a solution to high labor costs, with one robot capable of replacing 2-3 chefs and reducing labor costs by 40% [2][21][40] - The market for cooking robots is projected to grow significantly, with sales expected to reach 2.9 billion yuan in 2024, reflecting a year-on-year increase of 54.4% [9][40] Group 1: Industry Trends - Major restaurant chains are aggressively purchasing cooking robots, with some planning to acquire tens of thousands of units to support rapid expansion [1][4] - The introduction of cooking robots is transforming traditional cooking processes, allowing for faster meal preparation and consistent quality across multiple locations [2][25][40] - The cooking robot market in China has expanded from 1.55 billion yuan in 2020 to 3.87 billion yuan in 2022, with predictions of surpassing 10 billion yuan in the near future [13][28] Group 2: Operational Benefits - Cooking robots can automate the cooking process, significantly reducing the time required to prepare dishes from 10 minutes to as little as 2-3 minutes [2][25] - The technology allows for precise temperature control and standardization of recipes, addressing the challenges of traditional cooking methods that rely heavily on chef experience [14][25] - The use of cooking robots can alleviate the pressure during peak hours, improving overall service efficiency and customer satisfaction [22][25] Group 3: Challenges and Considerations - High initial costs and long payback periods pose significant barriers for small and medium-sized enterprises looking to adopt cooking robots [31][40] - There are concerns regarding the adaptability of cooking robots to diverse culinary needs, particularly in replicating the nuanced flavors and techniques of traditional cooking [33][40] - Consumer acceptance remains a challenge, with a significant portion of the population expressing skepticism about the quality of robot-cooked meals compared to those prepared by human chefs [36][40]

Core Viewpoint - Yo-Kai Express, an AI-powered hot food vending machine brand from Silicon Valley, is expanding globally, including plans to enter the Chinese market, leveraging its unique technology to provide high-quality meals quickly and efficiently [3][5][10]. Company Overview - Yo-Kai Express was founded in 2016 and has established partnerships with major companies like Tesla, Netflix, and Walmart, with over 290 machines deployed across 9 countries and plans to expand to 18 countries by the end of the year [5][10]. - The company offers over 25 types of hot meals, including ramen, dumplings, and beef noodles, with a focus on maintaining the quality of freshly made food through advanced temperature control technology [6][7]. Technology and Innovation - Unlike traditional vending machines that use microwave heating, Yo-Kai Express employs semiconductor industry temperature control technology to ensure precise heating, allowing for better food quality [6][7]. - The machines can prepare meals in an average of 90 seconds, with prices ranging from $12.99 to $14.99, which is considered affordable in the U.S. market [7]. Market Strategy - Yo-Kai Express positions itself as both a competitor and a partner to traditional restaurants, allowing them to extend their reach through vending machines [12]. - The company has seen high demand, with machines in locations like airports experiencing long lines, indicating consumer interest [12]. Competitive Landscape - The company faces competition in the automated food service sector, particularly in China, where the market for smart dining solutions is already well-established [13][15]. - The global market for commercial kitchen robots is projected to grow significantly, highlighting the trend towards automation in the food service industry [16]. Future Prospects - Yo-Kai Express is exploring partnerships with pre-prepared food brands and consumer packaged goods companies to enhance its offerings [12]. - The company aims to leverage technology to address labor shortages and improve operational efficiency in the restaurant industry [17].