点击上图▲立即收听 " 现在酒店的房量可以满足全国 6 亿人出行，平均 700 人拥有一家酒店。 " 文 / 巴九灵（微信公众号：吴晓波频道） 餐饮业与住宿业是一对难兄难弟，在努力振兴消费的大环境下凌乱。 相较于餐饮业，住宿业的动荡更为激烈。 以北京市场一窥：8月，北京市统计局发布2025年1—6月限额以上住宿和餐饮业法人单位主要经济指标。 共5135家法人单位，营业收入同比下降3.7%，营业成本同比下降1.2%，但利润总额同比下降67%。 尤其是，北京住宿业1613家单位营业收入同比下降7.3%，利润总额仅5980万元，降幅达92.9%，平均下来，上半年每家只赚了三万七，堪称"领 跌"餐饮住宿业。 这一数据呼应了上半年核心城市五星级酒店纷纷发展"摆摊卖菜"业务——在成都、郑州、常州、杭州、济南， 五星级酒店 纷纷向市场推出平价美 食，包括炒面、烧鸡、鸭脖、榴莲酥、东坡肉、蛋挞、大蒸包等等。 "每家情况不一样，更多在餐食做动作，比如自助早餐减配。成本比较高的酒店冲击大。比如，喜来登等老牌高端酒店被橘子水晶、全季等新兴国 潮冲击最厉害，在价格端区分上已经不太明显。"《旅界》主编张浩熙对小巴说道。 去年，博主"勃 ...

Core Viewpoint - The high-end dining industry is undergoing a significant transformation as luxury hotels are adopting street food models to adapt to market pressures and changing consumer behaviors [5][11][23]. Group 1: Industry Changes - High-end restaurants are breaking the traditional rule of maintaining distance from the mass market, engaging in street food sales to attract local consumers [7][8]. - This trend is evident across various cities in China, with hotels offering affordable dishes that leverage their brand reputation for quality [10][17]. - The shift from high-priced dining to more accessible food options reflects a broader change in consumer attitudes towards value and quality [16][18]. Group 2: Market Pressures - The restaurant industry is facing increasing pressure, with June's dining revenue at 4,708 billion, showing only a 0.9% growth, and a decline in revenue from high-end dining establishments [15][14]. - High-end hotels, traditionally resilient, are now struggling due to reduced business from corporate events and weddings, leading to a significant drop in their primary revenue sources [13][15]. - The number of five-star hotels in China has decreased from 850 to 736 between 2020 and 2024, indicating a shrinking market for luxury dining [15][14]. Group 3: Competitive Landscape - The entry of hotels into the street food market poses a direct threat to local eateries, as they can offer similar products at competitive prices due to their resources [20][21]. - Supermarkets are also feeling the impact, with a noticeable decline in sales attributed to the appeal of freshly prepared meals from hotels [21][20]. - The shift in consumer habits towards hotel food options is changing the dynamics of community dining, potentially leading to a decline in supermarket visits [22][21]. Group 4: Future Implications - The trend of high-end hotels selling affordable food is not just a temporary adjustment but signifies a fundamental shift in the business model of the dining industry [11][23]. - This transformation may lead to broader implications for the retail and service sectors, as the competitive landscape continues to evolve [23][22]. - The pressure on traditional dining establishments and supermarkets could result in increased vacancy rates and declining rental incomes in commercial real estate [22][23].

Core Viewpoint - The high-end dining industry is undergoing a significant transformation as luxury hotels adopt street food-style offerings to adapt to changing consumer preferences and economic pressures [6][12][16]. Group 1: Hotel Street Food Movement - High-end hotels are breaking traditional norms by offering affordable food options, such as 0.5 yuan steamed buns and 10 yuan chef-made fried noodles, to attract local residents [6][8]. - This trend is not isolated; it is spreading across major cities in China, with various hotels providing low-cost, high-quality meals that leverage their brand reputation [8][9]. - Sales data indicates that some hotels are generating significant revenue from these initiatives, with reports of daily earnings exceeding 30,000 yuan [9]. Group 2: Survival Crisis in High-End Dining - The high-end dining sector is facing increasing pressure, with a reported 0.9% growth in restaurant revenue in June, significantly lagging behind the overall industry average [13][14]. - The decline in traditional revenue sources, such as business meetings and large banquets, has led to a substantial decrease in income for luxury hotels [14]. - The number of five-star hotels in China has decreased from 850 to 736 between 2020 and 2024, indicating a shrinking market [14]. Group 3: Consumer Behavior Changes - Consumers are becoming more pragmatic, favoring quality and reasonable prices over brand prestige, as evidenced by the decline in sales of previously high-priced items [15][16]. - The shift in consumer mindset has made high-end hotel offerings more appealing, as they provide a sense of safety and quality assurance at lower price points [16]. Group 4: Impact on Traditional Businesses - Local small businesses are experiencing a decline in sales due to competition from hotels entering the affordable food market, with reports of a 33% drop in revenue for some small shops [17][18]. - Supermarkets are also feeling the impact, with a 12% decrease in sales during peak hours as consumers are drawn to hotel food stalls [18]. - The entry of hotels into the affordable dining space is reshaping community consumption patterns, positioning them as new local dining hubs [19].

提起杭帮菜，你会想到什么？ 西湖醋鱼、东坡肉、龙井虾仁……作为杭州美食文化的鲜活注脚，既承载着千年宋韵的饮食基因， 又浸润着江南水乡的独特风味，是杭州城市文化不可或缺的重要组成。 杭帮菜的宣传如何在传播深度、载体创新与跨界联动上进一步提升，构建统一传播矩阵和强辨识度 符号，使消费者形成"'一提杭帮菜就联想到典型文化标签'的记忆点"，市政协文化文史和学习委员会负 责人建议，可从经典小吃入手，打造IP，比如将葱包桧、定胜糕等推向年轻群体，通过小红书达人探 店、淘宝主播现场制作等方式强化"传统小吃年轻化"标签；同时延伸开发文创衍生品，联合动漫企业设 计"杭帮菜卡通形象"，让IP渗透到日常消费场景。 杭帮面是不少"老饕们"的心头好。"可以组织一场'江南面王'争霸赛，在文化节庆活动中现场展示， 不仅能打造独特的品牌形象和文化，同时也为外地游客了解杭州、了解杭州美食打开一个新的窗口。" 中国作协会员、19楼网络股份有限公司副董事长陈华胜提出。 人才是品牌建设的核心力量。杭州饮食服务集团有限公司相关负责人表示，应培育和引进既懂杭帮 菜文化传承、又具现代管理思维的复合型人才，设立"市场创新贡献奖"，对打造爆款产品、提升年轻客 ...

Core Viewpoint - The restaurant industry is experiencing a significant transformation, with high-end hotels and mid-range restaurants adapting to market pressures by offering affordable food options, reflecting a shift from "identity economy" to "value economy" [5][11][46]. Group 1: Market Trends - The overall restaurant revenue in China grew by 4.3% in the first half of 2025, but many street-side restaurants faced a 20% decline in monthly revenue [1][21][46]. - High-end hotels are increasingly selling affordable meals, with examples from various cities showcasing a range of low-priced offerings [2][4]. - The mid-range restaurant sector is also adopting similar strategies, with some establishments selling budget-friendly dishes to attract customers [8][12]. Group 2: Consumer Behavior - Consumers are becoming more cautious with their spending, leading to a decline in high-end dining and a preference for cost-effective options [30][55]. - The demand for affordable dining experiences is rising, with a notable increase in the popularity of low-priced tea drinks and local snacks [52][56]. Group 3: Competitive Landscape - The restaurant industry is facing intense competition, with many businesses struggling to maintain profitability amid rising costs and changing consumer preferences [33][72]. - The market is witnessing a structural divide, where high-end dining is under pressure while community-focused and affordable brands are thriving [50][72]. Group 4: Future Outlook - The future of the restaurant industry is expected to see a trend towards smaller, community-oriented businesses that focus on building trust and loyalty among local customers [70]. - There is a growing emphasis on operational efficiency, with successful brands likely to scale up while smaller players may struggle to survive [68][72].

Group 1 - The domestic catering consumption during the "May Day" holiday showed significant growth, with 53.4% of surveyed catering enterprises reporting a year-on-year revenue increase, averaging over 15% [1] - In key monitored cities, Beijing's in-store group purchase catering retail sales increased by 36.1% year-on-year, while online takeaway retail sales grew by 3.8% [1] - Notable performance from specific catering companies includes a revenue increase of 18.85% for Xiaobuxiang and 28.5% for Luckin Coffee, driven by product innovation and expansion [1] Group 2 - The integration of culture and tourism has enhanced the appeal of local cuisine, with orders for local specialty dishes from non-local tourists increasing by over 105% [2] - The trend of consumers shifting from single-scene consumption to a comprehensive experience of "eating, staying, and playing" is evident, with orders for related packages increasing by 180% during the holiday [2] - The implementation rate of safety production measures in the catering and accommodation industry is high, with over 90% of enterprises having basic fire safety measures in place [2]