[Table_Date] 发布时间：2026 食品饮料 - $$\phi\to\pm\phi$$ 内需释放新动能，供应链创新驱动未来 报告摘要： 已进入高速发展期。冻干技术凭借低温升华脱水工艺，能显著保留食品 营养、风味与结构，广泛应用于休闲零食、速食餐饮等多个领域。2014 - 2024 年，国内冻干市场规模从 8.48 亿元增至 38 亿元，年均复合增长 率达 16.1%，但渗透率仍较低，与发达国家存在显著差距。国际贸易方 面，中国以 48.285 亿美元的出口规模成为全球核心生产基地，进口额虽 呈上升趋势，但人均进口额远低于成熟市场，凸显内需潜力。行业竞争 中，企业数量持续增加但集中度较低，尚未形成绝对龙头，山东等地凭 借产业基础形成区域集聚效应。政策层面，食品安全、技术标准及节能 降耗等相关政策密集出台，为行业高质量发展奠定基础。 国内冻干食品行业历经引进、自主研发与规模化规范化发展三阶段，现 [Table_Summary] 全球冻干食品市场处于持续扩容的上升周期。2024 年规模达 304.3 亿美 元，预计 2034 年将攀升至 562.7 亿美元，2025 - 2034 场作为全球冻干食品的重要 ...

Group 1 - The Chinese freeze-dried food industry is transitioning from being driven by external demand to a dual-driven model of internal and external demand, with significant growth potential due to accelerated domestic market release, supply chain optimization, and policy benefits [1] - The domestic freeze-dried food market is expected to grow from 848 million yuan in 2014 to 3.8 billion yuan by 2024, with a compound annual growth rate (CAGR) of 16.1%, although the penetration rate remains low compared to developed countries [1] - China has become a global production hub for freeze-dried foods, with an export scale of 4.8285 billion USD, while the import amount is increasing but still far below that of mature markets, indicating substantial domestic demand potential [1] Group 2 - The global freeze-dried food market is in a continuous expansion cycle, projected to reach 30.43 billion USD in 2024 and 56.27 billion USD by 2034, with a stable CAGR of 6.34% from 2025 to 2034 [2] - The freeze-dried trade exhibits a tri-polar structure with Asia as the supplier and Europe as the largest consumer market, where Europe accounts for 4.34 billion USD of global imports [2] - Freeze-dried fruits hold the largest market share at 28%, with other categories like meat, seafood, vegetables, and grains also developing collaboratively [2] Group 3 - There is a clear path divergence between domestic and international freeze-dried enterprises, with overseas companies focusing on technological barriers and vertical integration, while domestic companies emphasize B-end supply chain capabilities and C-end product innovation [3] - High-end freeze-drying equipment is dominated by European and American companies, while domestic equipment is primarily in the mid-to-low end, indicating a gap in high-end technology [3] - Domestic B-end companies like Xin San He and Li Xing Food are forming core competitiveness through production certainty and stable orders, while C-end companies face homogenization challenges and are innovating through scenario-driven product upgrades and cost-effective manufacturing [3]