20.9元起！米村拌饭布局轻食，轻食正成为品牌新卖点？ 最近，被不少打工人当成减脂餐的米村拌饭，在山东青岛试点上新了轻食拌饭。 在米村拌饭黄岛吾悦广场店小程序中，可看到新增了"轻食拌饭"类目，目前共有"牛油果时蔬拌饭""深海金枪鱼牛油果拌饭""照烧鸡腿肉牛油果拌饭"以 及"烤牛肉牛油果拌饭"4款产品，标签均为"沙拉"。 在价格上，轻食赛道主要分为三个区间：以Wagas为代表的人均70-100元的高端品牌，以超级碗、油梨树为代表的人均40-50元中高端品牌，及以蔓味轻 食、麦田归来为代表的人均20元左右的高性价比外卖品牌。 而米村拌饭此次推出的轻食系列，价格集中在20.9元-33.9元区间，填补了轻食品类在中端市场的空白。在相关帖子的评论区，就有不少消费者支持，并@ 米村拌饭官方账号"许愿开到家门口"。 实际上，不止米村拌饭，不少餐饮品牌都盯上了这股"轻食风"，且不约而同地选择了30元左右的价格带。 2025年年初，池奈咖喱蛋包饭官宣进行品牌升级，4月上新3款沙拉产品并公布餐品热量；6月，品牌与kepp联名，又推出了大虾荞麦轻体碗、手枪腿杂粮 超级碗、活力鸡蛋能量拌饭等轻食产品。其中，能量拌饭类产品单点价格在2 ...

轻食店接连传出不好的消息。 沙拉食刻曾被称为"华南地区沙拉典范"，2020年成立，2022年-2024年三年间，先后获得国平创投、不 惑创投、梅花创投三轮融资。2023年，沙拉食刻还曾高调官宣周杰伦为品牌首位代言人。从风光无两到 至暗时刻，不过五年的时间。 不止沙拉食刻，曾经备受资本青睐的轻食品牌，如今相继陷入经营困境。另一家轻食品牌"轻食说"同样 不容乐观。天眼查显示，该公司被法院列为限制高消费企业，2021年拿到过天浩盛世、东方融润的战略 融资。拉长时间线来看，还有2021年破产倒闭的中国西式轻食鼻祖"新元素"、2019年倒闭的品牌"甜心 摇滚沙拉"。 从趋势来看，轻食应该是一个朝阳风口赛道。国家卫生健康委员会等16部门2024年6月起联合实施《'体 重管理年'活动实施方案》，开展为期三年的全民健康促进行动。主打健康饮食的轻食赛道可以说是迎 来机遇。然而现实却是，轻食行业逐渐步入困境。 轻食一年闭店6200多家 沙拉食刻并非第一个倒下的轻食品牌，轻食行业也不是全新的创业风口。 轻食概念属于舶来品，2014年左右传入中国，之后迅速引发创业潮。在热钱盛行的时期，很多品牌拿到 了融资。然而到了2018年，市场开 ...

Financing Scale Analysis - From 2014 to August 2025, the financing events and amounts in China's light food industry showed fluctuations, with a total of 34 events. The highest number of events occurred in 2016 (6 events), while 2019, 2024, and January-August 2025 had the least (1 event each). Overall, there was no significant upward or downward trend in the number of events [1] - The total financing amount reached 867 million yuan, with the highest amount in 2018 (203 million yuan) and the lowest in 2014 and 2022 (both 13 million yuan) [1] Mergers and Acquisitions - The current number of mergers and acquisitions in China's light food sector is very limited, with a notable event on September 20, 2022, when Anhong Capital announced the acquisition of 60% of Wagas from its founder, who will continue to manage daily operations. This collaboration aims to expand market presence and strengthen brand development, including product supply and menu research, as well as operational infrastructure [2] Industry Distribution - The distribution of enterprises in the light food industry is concentrated in economically developed regions with active consumer markets and well-established industrial chains, covering both domestic and international capital market listed entities [4] Industry Development History - The light food concept officially entered the Chinese market in 2013, gradually gaining public awareness and understanding. From 2015 to 2017, the industry experienced a critical phase of concentrated capital investment, leading to rapid growth. However, from 2018 to 2019, the industry faced a deep reshuffling period due to immature development models and market regulations, resulting in accelerated capital withdrawal and slowed growth [5][8] - Since 2020, the light food industry has entered a new development phase, driven by a significant increase in the number of supply-side enterprises and a shift in consumer dietary habits towards healthier and lighter options due to the pandemic. This dual push has led to unprecedented attention on the industry [5][8] Industry Development Stages - Brand Incubation (2013-2014): Light food began to enter the Chinese market, with initial consumer exposure [8] - Capital Intensive Investment Period (2015-2017): The industry saw a surge in capital investment, leading to rapid development [8] - Cooling Period (2018-2019): The industry faced a reshuffling phase due to immature development, resulting in quick capital withdrawal [8] - Rising Attention Period (2020-Present): The industry has regained momentum with a rapid increase in supply-side enterprises and changing consumer habits, leading to unprecedented focus [8]

来源：i黑马 从资本宠儿到一地鸡毛，轻食巨头"沙拉食刻"正面临全方位的信任考验。 作者：曾有为 小李踮脚扫了眼写字楼大堂的自助取餐柜，印着周杰伦笑脸的屏幕灰扑扑的。 他掏出手机打开沙拉食刻小程序，地图上显示出来的附近柜机营业点全变成了灰色。 "这日子还过不过了？"他扯了扯领带，想起前段时间才充的一千块年卡，现在连最近的柜机都撤得干干净净。 去年这时候，这机器前全是排队的人。"周杰伦代言的，15块能吃热乎沙拉，上班赶时间多方便！"他直叹气。 可现在柜门紧闭，排队的人流也不再。 要知道，几年前它可是非常风光的，累计融资过亿、周杰伦代言、2000台机器杀进广深沪，创始人自信满满地拍胸脯说"未来五年要放10万台AI无人售餐 机，一天喂饱1000万人。" 01 2 沙拉君803311 @ 订阅特权 > 欢迎加入美味健康之旅 优惠券 吃好饭 有好事 周同学 来宠你 自助点餐 免排队 F 交个FAN友 充值有礼 领券中心 社群福利 邀请好友 2 广州奥园集团大厦 · 取餐机 940m 开E 可现在呢？简直是没有对比就没有伤害，如今的"沙拉食刻"面对着的是：员工在社交平台喊话"欠薪9个月"，加盟商攥着合同哭"投的钱打水漂"， ...

2021年，中国轻食相关餐饮企业成立数量高达4905家，达历年之最。此后，轻食行业进入理性发展阶 段，2024年成立数量为3738家。 行业主要上市公司：(02150.HK)、(300783.SZ)、(603719.SH)、(833429.BJ)、P(03650.HK)等 本文核心数据：门店数量;区域分布 1、门店数量波动攀升 2、区域门店分布：一线及新一线门店较多 中国轻食门店主要集中在一线、新一线和部分二线城市。其中一线城市门店数量占总量的13.4%，新一 线城市占比接近1/4。 3、区域门店分布：上海最多 截至2025年，中国轻食门店数量最多的十大城市分别是：上海、广州、北京、深圳、成都、杭州、重 庆、武汉、苏州、东莞。 4、品牌门店数量分布：谨食健身营养餐最多 截至2025年8月中国轻食行业品牌门店数量排行TOP5品牌包括：谨食健身营养餐、沙野轻食、蔓味轻 食、超能鹿战队以及食野·SAYYEAH·创意轻食。 5、门店闭店率较高 从品类的存活率来看，轻食品类的存活率不太理想，2023-2024年闭店率为27.0%，高于餐饮行业平均值 22.6%，属于"高危品类"。 更多本行业研究分析详见前瞻产业研究院《 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth and increasing consumer interest in the light food industry in China, with the market size projected to exceed 1.76 trillion RMB in 2024, up from over 1.6 trillion RMB in 2023 [1][14][15] - The grain-based light food market is also expanding, with a projected market size of 18.9 billion RMB in 2024, reflecting an 8% year-on-year growth and a CAGR of 7% from 2022 to 2024 [1][14] - The number of new light food-related enterprises peaked at 4,905 in 2021, indicating a strong market potential, but has since entered a rational development phase with 3,738 new establishments expected in 2024 [1][16][17] Group 2 - The light food market is becoming increasingly competitive, with new brands emerging that offer diverse product options and innovative marketing strategies, raising consumer expectations for quality, nutrition, and health [2][19] - Leading companies in the Chinese light food industry include Jiangsu Shalalala, Shanghai Huacong, Chongqing Yumanwei, Nanjing Chaonenglu, and Wuhan Wugu Light Food, each targeting specific consumer demographics [2][21] - The industry is supported by various research methodologies, including SCP models, SWOT analysis, and PEST analysis, to assess market conditions, competitive landscape, and potential risks [2][26] Group 3 - The light food concept originated in 17th century Europe and emphasizes low-sugar, low-fat, and high-fiber foods aimed at maintaining health and preventing diseases [6][7] - The industry has evolved through several phases: introduction (2013-2014), capital investment (2015-2017), rational return (2018-2019), and increased health awareness (2020-present) [7] - Government policies since 2016, such as the "Healthy China 2030" initiative, have promoted healthy eating and supported the development of the light food sector [11][13]

Core Insights - The light food industry in China is experiencing significant growth, with the market size projected to reach approximately 1.76 trillion yuan in 2024, up from over 1.6 trillion yuan in 2023 [12][15][29] - The industry has evolved from a niche concept to a broader category encompassing various healthy food options, driven by changing consumer preferences towards healthier eating habits [12][29] Industry Overview - Light food is defined as low in sugar, fat, and salt, while being high in fiber and nutrient density, categorized into six types: staple foods, snacks, meal replacements, beverages, baked goods, and dairy products [1][2] - The supply chain consists of upstream suppliers (packaging, equipment, and raw materials), midstream product suppliers (various light food categories), and downstream sales channels (e-commerce, delivery platforms, own stores, and supermarkets) [4][6] Industry Development History - The light food concept entered the Chinese market in 2013, gaining traction from 2015 to 2017 due to significant capital investment, followed by a period of consolidation from 2018 to 2019 due to market challenges [9] - Post-2020, the industry saw a resurgence driven by increased consumer demand for healthy eating, influenced by the COVID-19 pandemic [9] Policy Environment - Since the introduction of the "Healthy China 2030" initiative in 2016, the government has implemented various policies to promote healthy eating, including guidelines on food pairing, calorie control, and nutritional intake [11][12] - The Chinese Culinary Association has established standards for light food and is supporting businesses in the sector, with further initiatives planned for 2025 [11][13] Market Dynamics - The number of light food-related restaurants peaked in 2021 at 4,905, with a more rational growth phase expected, projecting 3,738 new establishments in 2024 [15] - Zero-sugar diets are particularly popular, accounting for nearly 50% of the product consumption structure in the light food sector by 2024, followed by low-sugar diets at approximately 35% [17] Competitive Landscape - The top five brands in the light food sector by store count as of 2025 include Jinshi Fitness Nutrition Meal, Shaye Light Food, Manwei Light Food, Chaoneng Deer Battle Team, and Shiye SAYYEAH Creative Light Food [22][24] - The distribution of light food enterprises is concentrated in economically developed regions with active consumer markets and well-established supply chains [26] Future Outlook - The light food market is expected to exceed 3 trillion yuan by 2030, driven by policy support and increasing consumer health awareness [29] - Trends indicate a diversification of product offerings, with innovations in flavors and ingredients, as well as a growing emphasis on functional light food products tailored to specific nutritional needs [33]

Group 1 - The number of light food-related restaurants in China reached a record high of 4,905 in 2021, followed by a rational development phase with 3,738 establishments projected for 2024 [1] - The top five brands in the Chinese light food industry by store count as of August 2025 are Jinshi Fitness Nutrition Meal, Shaye Light Food, Manwei Light Food, Chaoneng Deer Battle Team, and Shiye SAYYEAH Creative Light Food [4] - The market size of the grain-based light food sector in China is expected to reach approximately 19 billion yuan in 2024, reflecting an 8% year-on-year growth and a CAGR of 7% from 2022 to 2024 [5] Group 2 - By 2030, the market size for grain-based light food in China is projected to be around 32.5 billion yuan, supported by government policies promoting functional agriculture and health foods, including subsidies of up to 15% for related enterprises in provinces like Shandong [7]

Core Insights - The article discusses the current landscape of the light food industry in China, highlighting the limited number of publicly listed companies and their cross-industry expansions into the light food sector [1][6]. Group 1: Overview of Listed Companies - The light food industry has few listed companies, with many being cross-industry brands such as Nayuki Tea, Three Squirrels, and others venturing into the light food market [1]. - Key players include Nayuki Tea (02150.HK), Three Squirrels (300783.SZ), and others, each focusing on different segments of the light food market [1][2]. Group 2: Company Profiles and Financials - Nayuki Tea is projected to generate 49.2 billion yuan in revenue in 2024, focusing on a health-oriented dining experience [4]. - Three Squirrels is expected to achieve 106.2 billion yuan in revenue, targeting the casual snack market with its sub-brands [4]. - Farmer Spring leads with 428.96 billion yuan in revenue, while Baihe Co. has the lowest at 8.01 billion yuan [8]. Group 3: Business Strategies and Market Positioning - Nayuki Tea and KEEP target young professionals and fitness enthusiasts, offering specialized stores and meal options to meet all-day light food needs [9][10]. - Three Squirrels and Liangpinpuzi focus on low-calorie snacks for the general health-conscious market, while West Oats and Taoli Bread cater to fitness consumers with nutritious and convenient food options [9][10]. - Companies like Kangbiter and Baihe Co. provide products aimed at sports enthusiasts, focusing on body management and post-exercise nutrition [9][10]. Group 4: Sales Channels and Performance - Nayuki Tea operates a balanced online and offline sales strategy, with over 1,453 stores and a significant presence on delivery platforms [11]. - Three Squirrels primarily focuses on online sales, while companies like Taoli Bread and Farmer Spring rely more on offline channels [11]. - In 2024, Nayuki Tea's energy bowl packages are expected to sell over 29.2 million units, showcasing strong market demand [12][13]. Group 5: Future Plans and Innovations - Companies are planning to expand their light food offerings through new store formats, product innovations, and enhanced distribution channels [15]. - Nayuki Tea plans to launch a new store type, "Nayuki Green," focusing on low-calorie and healthy options for urban consumers [10].

Core Insights - KPRO, a brand under KFC, has launched a new brand proposition focusing on "safe quality and balanced light meals" along with "six commitments" to enhance consumer trust in the light meal sector [1][2] - The light meal market in China has surpassed 160 billion yuan in 2023, with a projected compound annual growth rate of 30% over the next five years, indicating significant growth potential in the industry [1][3] Company Developments - KPRO's "six commitments" include standards for ingredient cleaning, storage, and nutritional balance, leveraging KFC's established supply chain to ensure quality [2][4] - Subway has recently opened its 1000th store in China, emphasizing a shift in consumer preferences towards fresh and healthy food options, with plans to expand to over 1100 stores by 2025 [2][3] Market Trends - The demand for light meal products is diversifying, with consumers increasingly seeking high-quality, freshly prepared, and cost-effective options [5][6] - The light meal sector is experiencing explosive growth in various subcategories, with low-GI foods seeing sales increase by over 15 times year-on-year and other categories like low-calorie condiments and medicinal foods also showing significant growth [3][5] Industry Challenges - The light meal market faces challenges such as menu homogeneity, high prices, and consumer dissatisfaction with taste and satiety [4][6] - A survey indicated that 72.57% of consumers find light meals to be overpriced, and 76.99% are concerned about the prevalence of high-calorie "pseudo-light" products [4]