近两年，地方城投公司作为新参与者，频频现身县域团餐市场招标现场。 凭借稳健的资质承诺与"零押金"等优势条件，它们成功斩获多个项目，给当地传统团餐企业带来压力。 这并非个别现象。 在房地产行业下行背景下，谋求转型的地方城投平台，正将目光投向县域团餐这一曾被视为"不起眼"的市场。 携政府信用背书、资本实力及资源整合能力，城投公司正悄然改变由本地中小民企主导的市场格局。 这股力量的加入，究竟是为县域团餐业注入了活水，还是正在引发更深层次的结构性震荡？ 深入脉络：城投逐利县域团餐的现实轨迹 这股力量的涌入并非偶然，而是多重现实因素共同作用的结果。 传统上，县域团餐市场在高度分散的结构下运行，规模小、模式相对陈旧的本土企业多依赖个人资源和有限资金艰难维持。 然而，不能忽视的是，县域人口占据全国人口的近六成，这意味着县域市场蕴藏着巨大且仍在不断增长的外食消费潜力，成为各方目光聚焦之 地。 城投公司正是看准了这一点，并凭借其"地方国家队"的特殊身份，展现了双重优势悄然布局。 一方面，地方政府日益倡导机关、企事业单位食堂等场所实现食材的集约化管理，目标直指优化支出和保障食品安全。 作为本地国企，城投公司对地方政策精神的理解和 ...

Core Viewpoint - The implementation of the "Zhejiang Province Urban Community Renewal Regulations" on July 1, 2025, marks a significant step in revitalizing community spaces by allowing social forces to operate public service facilities, thus enabling a new model of "public welfare + business" in community management [5][7][10]. Group 1: Policy Implementation - The new regulations simplify the approval process for businesses utilizing community public spaces, providing a strong policy support and legal guarantee for community service operations [7][8]. - The first business license issued under the new regulations was granted to Qicai Community Management Consulting (Hangzhou) Co., Ltd., symbolizing a new era for community operations [5][6]. Group 2: Community Development - The "Street Neighborhood Exchange · Youth Innovation Center" in Beigan Street has begun trial operations, aiming to offer diverse and high-quality community life experiences [9]. - The center, covering an area of 1,500 square meters, includes various facilities such as a creative collection store, community academy, and social innovation center [9]. Group 3: Future Prospects - The North Dry Street has completed urban village renovations and is entering a new phase of urbanization, focusing on transforming community space resources into service resources [10]. - The establishment of Hangzhou Strong Community Operation Management Co., Ltd. aims to activate idle or inefficient community spaces, while the "Beigan Neighborhood Exchange" online platform integrates quality social resources to provide essential community services [10].

齐鲁晚报·齐鲁壹点 吴昊 孙雪婷 5月22日下午，来自国内100多家媒体的社长、总编辑及骨干记者共同组成的调研采访团齐聚潍坊临朐， 打卡千喜鹤集团，了解国内唯一一家完成北京奥运会和冬奥会餐饮保障的食品企业是如何在潍坊临朐茁 壮成长并不断创新发展的。 千喜鹤临朐项目是潍坊市临朐县引进的重点智慧农业产业项目、以龙头企业带动三产融合发展的典型引 领项目。以中央厨房为主体，融合了千喜鹤品牌、研发、技术、产业、销售渠道等众多优势，致力于生 产营养均衡的团餐产品，目前，项目净菜生产车间已经投产，生产订单持续向好。"项目占地100亩，总 投资6亿元，主要建设中央厨房配餐功能区、净菜加工区、饮品加工区、药膳研发加工区、仓储物流 区、产品研发中心、农副产品数字交易中心、食安管控系统等。" 公司总经理胡永红表示，全面建成 后，预计年产各类厨房净菜产品2.5万吨，年可实现主营业务收入9.9亿元，税收2200万元，打造山东半 岛预制菜标杆企业和江北最大的团餐供应基地，带动1200余户农民实现增收，助力乡村全面振兴。 此次千喜鹤集团之行，让来自全国各地的调研采访团深刻感受到了潍坊临朐是如何打造一条从田间到餐 桌，集"智慧团餐、农业深加 ...

Core Viewpoint - The 16th CRE Guangzhou Catering Expo highlighted the sustainable development of the catering industry in the Guangdong-Hong Kong-Macao Greater Bay Area, supported by government policies and market trends [1][2]. Group 1: Market Trends and Consumer Behavior - The catering market in the Greater Bay Area is expanding, driven by strong consumer purchasing power and policy support, leading to a diversified development pattern centered around Cantonese cuisine [2][3]. - Consumers in the Greater Bay Area are categorized into four groups: "Z Generation," middle-to-high-income individuals, Hong Kong and Macao consumers, and urban seniors, each exhibiting unique consumption preferences that drive innovation in the catering industry [3][5]. - The "Z Generation" shows a shift towards health-conscious dining, preferring balanced meals with lower calories, indicating a need for catering businesses to adapt their offerings [5]. Group 2: Economic Performance and Growth Projections - Guangdong's catering revenue is projected to reach 5.9 trillion yuan in 2024, with a year-on-year growth of 2.5%, outpacing the province's overall retail growth by 1.7 percentage points [5]. - The catering industry in Guangdong has consistently accounted for over 10% of the national total, maintaining a leading position in the market [5]. Group 3: Industry Dynamics and Capitalization - The trend of chain operations and capitalization is prominent in the catering industry, with the chain rate in Guangdong reaching 31.7%, significantly higher than the national average of 22% [8]. - A total of 17 catering enterprises headquartered in the Greater Bay Area have successfully gone public, with the Hong Kong stock market being a preferred choice due to its favorable conditions for the industry [9][10]. - The financial health of listed catering companies shows challenges, with nearly half experiencing low cash flow, necessitating improvements in financial management and operational strategies [9]. Group 4: Investment Opportunities - The sectors attracting investment in the Greater Bay Area include group meals, fast food, snacks, and tea drinks, with group meals expected to increase their market share from 14% in 2023 to 22% in 2024 [10].

Core Insights - The report indicates that the chain restaurant rate in China has shown a stepwise increase over the past seven years, reaching 22% in 2024 and expected to exceed 24% in 2025 [2] - In the Greater Bay Area, the chain restaurant rate is significantly higher at 31.7%, indicating a trend towards chain and capitalized operations in the industry [2] - The report highlights the diverse development of the restaurant market in the Greater Bay Area, driven by strong consumer capacity, policy support, and regional integration [2][3] Industry Trends - A total of 17 restaurant companies headquartered in the Greater Bay Area have successfully gone public, with over 32 nationwide listed on the Shenzhen and Hong Kong stock exchanges [3] - The Hong Kong stock market is particularly attractive for restaurant companies due to its higher tolerance for the industry, efficient listing processes, and abundant overseas capital resources [3] - The report anticipates that more restaurant companies will choose Hong Kong as their preferred listing destination due to the increasing regulatory strictness in the A-share market [3] Investment Focus - The sectors of group meals, fast food, snacks, and tea drinks are attracting significant attention from investment institutions [3] - From 2019 to 2024, group meals, fast food, snacks, tea drinks, prepared dishes, healthy food/light meals, restaurant supply chains, and coffee have been identified as the seven hot investment areas in the Greater Bay Area [3] - The proportion of group meals, fast food, and snacks is expected to rise from 14% in 2023 to 22% in 2024, while tea drinks will increase from 10% to 20%, maintaining their positions as the top two sectors in financing events [3] Digital Transformation - Digital transformation is becoming a key strategy for enhancing competitiveness in the Greater Bay Area restaurant industry [4] - The integration of digital tools helps restaurants manage the entire supply chain process, from raw material procurement to inventory management and order processing [4] - Data analytics and smart customer service are utilized to understand market trends and consumer preferences, enabling personalized marketing strategies and enhancing customer loyalty [4]

Group 1: Travel Industry Insights - The first day of the May Day holiday saw a 15% year-on-year increase in ticket sales for scenic spots, driven by visitors from outside the local area [1] - Popular destinations included Shanghai Disneyland, Beijing Universal Resort, and several historical and cultural sites [1] - Hotel bookings in county-level five-star hotels increased by 40% compared to the national average, indicating a growing trend in deep travel experiences among younger tourists [1] Group 2: Dining Market Performance - On the first day of the May Day holiday, online dining orders on Meituan reached a peak, with a 73% year-on-year increase, particularly in popular urban areas [2] - There was a significant demand for snacks and beverages, with long wait times reported at tea shops [2]

一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 小菜园 港股｜挂牌上市 据IPO早知道消息，小菜园国际控股有限公司（以下简称"小菜园"）于2024年12月20日正式 以"0999"为股票代码在港交所主板挂牌上市。 成立于2013年的小菜园于当年在安徽开出第一家门店，后陆续拓展至江苏、上海、浙江、北京、湖 北、天津、广东、河北、河南、山东、陕西、江西等地区，除"小菜园"外另打造了"观邸"、"复兴 楼"、"菜手"等品牌。 截至2024年12月5日，小菜园在中国14个省的146座城市/县拥有663家直营门店，其中包括658 家"小菜园"门店及5家其他子品牌门店。其中，2021年至2023年以及今年前8个月，小菜园分别新 开107家、48家、132 家以及109家门店。 根据弗若斯特沙利文的资料，按2023年门店收入而言，"小菜园"在中国大众便民中式餐饮市场的所 有品牌中排名第一——按收入计算，2023年客单价介于50元至100元之间的大众便民中式餐饮市场 规模为22,529亿元，约占整体中式餐饮市场的55.2%。根据小菜园的规划，其将于2025年和2 ...

以下文章来源于首席品牌观察 ，作者苏子秋 首席品牌观察 . 300万消费品牌媒体，快消行业记录者与观察者！聚焦快消与新消费，关注消费趋势与变化 作者：苏子秋 来源：首席品牌观察（ID：pinpaigcbao） 01 让我们把目光投向椰树集团最新发布的一张招生海报。 经典的配色、密密麻麻的文字排版，以及让人心动的薪资待遇，这些都和椰树集团过往的招生海报没 什么区别，几十年如一日地吵到人的眼睛。 ▶ 图源：海南椰树集团 但是，再看右下角的模特，却发现不再"辣眼睛"了。 先帮大家回顾一下椰树集团过往的招生模特，有身穿红裙反手举椰汁的徐冬冬，S身材展现得淋漓尽 致；有徐冬冬和男模的"男帅女丰"组合，两人穿着清凉，文案是"女人有女人味， 男人有男人味，椰 树牌有鲜榨原味。" 在麦当劳办婚礼、用奶茶敬亲友，当这届95后、00后步入婚姻殿堂，他们开始用自己的方式整顿传统 婚礼习俗了。 这也让各大奶茶品牌、快餐店找到了商机，纷纷推出相关婚礼喜宴业务，在这一新兴消费趋势中分一 杯羹。 这不，连一向走性感路线的椰树集团也坐不住了，跃跃欲试地要杀入年轻人的婚礼现场了。 喜茶、霸王茶姬纷纷表示： 这波冲我来的！好脏的商战！ ▶ 图源 ...