来源：餐饮老板内参 总第4445期 作者 | 餐饮老板内参内参君 地域特色火锅崛起， 千亿市场打开增长新窗口 2025年，火锅行业与餐饮大盘同频，全面转向价值增长。 当前，火锅依然是引领着餐饮创新与增长的第一大品类。据Frost&Sullivan数据，2024年火锅行业规模约6199亿元，预计2025年增长 至6599亿元，始终保持高增速。 火锅门店数整体同样呈增长趋势。天眼查最新统计数据显示，截至2025年12月4日，国内火锅相关企业存量已达43.10万家，较上年同 期增长4.59%。 其中，川渝火锅始终是最稳固的基本盘，以57.8%的门店数量占比稳坐行业头把交椅。在这一高基数之上，川渝火锅也显现出两大变 化：一是整体占比较此前下滑3%，核心原因在于细分品类的分流；二是川渝火锅大类下衍生出水火锅、茶火锅等诸多创新方向，为 传统品类注入新活力。 市场精细化发展的同时，地域火锅的机会窗口随之打开。这一趋势在抖音平台被内容放大和加速，地方风味通过短视频和直播突破地 域限制，形成全国性消费潮流。 抖音生活服务数据显示，2025年云南火锅订单量占比同比增长0.49%；老北京火锅订单量占比同比增长0.61%；海鲜火锅订 ...

Core Insights - The cloud and Guizhou cuisine has gained significant popularity, with the number of related restaurants exceeding 42,000 by mid-2025, and a continuous rise in chain rate driving growth [1][3] - The market size for Chinese cuisine in the cloud and Guizhou category is projected to grow from 31.8 billion yuan in 2023 to 36 billion yuan in 2025, with year-on-year growth rates of 6.9% and 5.9% for 2024 and 2025, respectively, both surpassing the overall growth rate of Chinese cuisine [1] Restaurant Growth and Trends - The cloud and Guizhou cuisine sector is experiencing a surge in new brands, particularly in the hot pot category, with brands like 滇翁 and 芸山季 showing strong growth [3][6] - The presence of cloud and Guizhou cuisine on platforms like Douyin (TikTok) has significantly boosted visibility, with topics related to Yunnan and Guizhou cuisine surpassing 10 billion views [3][4] Consumer Engagement and Marketing - Douyin's short video and live streaming features have become crucial for restaurant marketing, with over 220,000 live sessions held in a year, leading to double-digit growth in daily order volumes [5][10] - The trend of "酸汤" (sour soup) has emerged as a key differentiator, with various dishes gaining immense popularity on Douyin, such as "酸汤鱼" with 4.48 billion views [7][10] Dining Experience and Social Media Influence - The concept of "漂亮饭" (beautiful food) is gaining traction, with over 1.73 billion views on Douyin, as consumers seek aesthetically pleasing dining experiences [11] - Cloud and Guizhou Bistro restaurants are blending ethnic elements with a relaxed atmosphere, enhancing the overall dining experience and social media appeal [12][13] Regional Market Dynamics - The cloud and Guizhou cuisine is expanding nationally, with a K-shaped development trend where first-tier cities focus on refinement while third and fourth-tier cities emphasize affordability and local flavors [16][18] - The marketing strategies differ by region, with first-tier cities requiring a more sophisticated approach to attract business clientele, while third and fourth-tier cities leverage local community engagement [18][19] Future Outlook - The integration of Douyin's platform with cloud and Guizhou cuisine is expected to continue driving growth, as restaurants adapt to online marketing trends and consumer preferences [21]