——野火烧三好鸡翅解决方案 餐饮供应链研究报告 2025年8月 烤串消费需求持续攀升，但标准化不足与高人工依赖制约 品牌扩张 近年来，我国烤串市场规模持续扩张，从2021年的1,128亿元增长至2024年的1,540亿 元，年均增速达到了 12.2%，预计2025年有望突破1,600亿元 与此同时，2025年以来全国烤串门店数整体上呈现出增长趋势。据红餐大数据，全国烤 串门店数由2025年1月的29.2万家波动性增长至同年6月的30.7万家 2021—2025年烤串市场规模情况 1,128 1,176 1,410 1,540 2.5% 4.3% 19.9% 9.2% 7.8% 0 500 1,000 1,500 2,000 2,500 2021年 2022年 2023年 2024年 2025年E 单位：亿元 市场规模 同比变化 29.2 30.5 29.9 30.0 30.3 30.7 28.0 28.5 29.0 29.5 30.0 30.5 31.0 1 月 2 月 3 月 4 月 5 月 6 月 门店数（万家） 2025年1—6月全国烤串门店数 1,660 虽然烤串赛道的市场规模持续增长，但烤串赛道的连 ...

Group 1: Company Announcements - Tengjing Technology announced the termination of the plan to acquire 100% of Shenzhen Xunke Communication Technology Co., Ltd. due to changes in market conditions and difficulties in reaching an agreement among parties involved [1] - Tongyuan Environment won a joint bid for the design and construction of a comprehensive waste management project in Salting County, with a total bid amount of 154 million yuan, and the company's expected share is 123 million yuan [1] - Huakang Co. plans to transfer 9.8809 million shares of Ningbo Traditional Chinese Medicine through the National SME Share Transfer System, with a total transfer price of 24.8998 million yuan [1] - Silyus reported a 5.7% year-on-year increase in new energy vehicle sales in July, totaling 44,581 units, while cumulative sales for the year decreased by 10.87% to 216,700 units [2] - Yabang Co. intends to publicly transfer 100% of its stake in Lianyungang Yaren Housing Leasing Co., Ltd. with a starting price of 71.8769 million yuan [3] - Geer Software plans to raise no more than 283 million yuan through a private placement to fund projects related to quantum-resistant password technology and data space platform development [4] Group 2: Sales and Revenue - Xiantan Co. achieved chicken product sales revenue of 511 million yuan in July, with sales volume of 59,600 tons, representing year-on-year changes of 18.19% and 24.92% respectively [5] - Lichong Group's subsidiaries received project confirmations from two clients, with expected total sales of approximately 1.643 billion yuan, including 833 million yuan from a forged aluminum wheel project and 810 million yuan from a low-pressure cast aluminum wheel project [5] - GCL Integration's subsidiary signed a framework contract with Zhongneng Silicon Industry for the procurement of silicon materials, with a total expected procurement amount of no more than 450 million yuan [6] - Tongfu Microelectronics' major shareholder, the National Integrated Circuit Industry Investment Fund, reduced its stake by 13.1424 million shares, decreasing its holding from 7.77% to 6.91% [6] - Lihua Xing plans to raise no more than 168 million yuan through a private placement to support semiconductor equipment precision component development and working capital [6]