随着"中国购"持续升温，入境游客的购物清单不断扩充，打卡的店铺更加丰富，从体验中式服饰到 打卡科技产品店铺，从品尝美味到走进穿越时光的老字号，多元的选择、丰富的供给，让入境游客收获 满满。哪些"中国好物"被列入必买清单？外国游客热衷哪些特色店铺？"中国制造"如何圈粉入境游客？ 记者在多地进行了探访。 ——编 者 解锁个性体验，钟情定制服装 南外滩轻纺面料市场建于2005年，从最初的面料交易，渐渐转型成为定制服装的集聚地，285家店 铺提供从西装、礼服到家居用品的各类定制，在国外各大社交媒体上热度颇高，是许多外国游客打卡上 海的必去处。 过境免签政策给南外滩轻纺面料市场商户们带来一波新的流量。"商务客和游客对定制服装的时间 要求更高，他们通常是入境第一站来上海，先来做衣服，然后出去旅游，回程时再来拿衣服，或者让我 把做好的衣服寄到下一站。"李光明说，不管客群结构如何变化，"服务好、时间紧，是积累口碑的基 础。" "为更好服务境内外顾客，我们正在筹划提升市场环境。"南外滩轻纺面料市场常务副总经理张盛祥 摊开规划图，从外立面装饰，到出入口线路，都将更新调整。在相关部门协调下，位于市场一楼的咖啡 简餐店正在加紧装修中 ...

Market Overview - The pre-prepared food market in China reached a scale of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, showing an overall upward trend [1] - By 2026, the market size is expected to reach 749 billion yuan due to advancements in technology and supportive policies [1] Regional Distribution - The top 100 pre-prepared food companies exhibit significant regional clustering, with Guangdong leading with 21 companies, followed by Shanghai with 11, and Shandong, Zhejiang, and Hunan each having 9 [1] - Shandong has 9 companies on the list, including 6 publicly listed firms such as Delisi, Huifa Food, and Longda Food [3] Industry Characteristics - The pre-prepared food industry in China shows distinct regional characteristics, with companies leveraging local resource advantages for differentiated development [4] - Guangdong is recognized as an industrial cluster with products like cold chain seafood and traditional Cantonese cuisine, while Zhejiang focuses on convenient, ready-to-eat meals [4] Future Trends - The industry is expected to evolve towards smart, high-end, and international development [6] - The growth rate of the pre-prepared food market is projected to decrease from 33.8% in 2023 to 27.3% in 2024, indicating a shift from quantity expansion to quality selection [6]

Core Insights - The restaurant industry is experiencing a robust recovery, with national dining revenue reaching 416.7 billion yuan in April, a year-on-year increase of 5.2%, and a total of 1.8194 trillion yuan from January to April, up 4.8% year-on-year [1] Group 1: Industry Trends - Innovative consumption scenarios are playing a crucial role in the restaurant industry's growth, as businesses integrate dining services with cultural, technological, and social elements to unlock market potential and create new high-quality development paths [1][4] - The trend of creating unique dining experiences is exemplified by companies like Haidilao, which has launched themed night snack stores featuring DJ performances and interactive events to enhance the dining atmosphere [2][3] - The collaboration between brands, such as the partnership between Mixue Ice City and China Post to create themed stores, showcases the blending of services to enhance consumer experience [3] Group 2: Policy Support - Government policies are actively promoting innovation in the restaurant sector, with initiatives aimed at cultivating new consumption scenarios and enhancing service quality to stimulate market demand [5][6] - The "Chinese Cuisine Fair" event, which focuses on immersive and experiential dining, encourages the introduction of creative dishes and themed dining experiences to attract consumers [6] Group 3: Challenges and Recommendations - Despite the positive trends, some restaurants are blindly imitating successful innovations without understanding their brand identity or target audience, leading to ineffective implementations [6][7] - Experts recommend that restaurants should focus on understanding customer demographics, integrating cultural elements into their offerings, and leveraging technology to enhance efficiency while ensuring a seamless dining experience [7]

Core Viewpoint - The restaurant industry is experiencing a surge in IPO activity, particularly in the Hong Kong market, with several brands successfully listing and others planning to do so in the near future [4][6]. Group 1: Recent IPOs and Market Activity - Auntea Jenny officially listed on the Hong Kong Stock Exchange on May 8, 2025, with an initial share price of HKD 113.12, which rose to HKD 190.6 on the first day, marking a 68.49% increase and a total market capitalization of approximately HKD 20 billion [1]. - The Green Tea Group has been attempting to list on the Hong Kong Stock Exchange since March 2021, having made five attempts, while other brands like Lao Xiang Ji and Xibei Restaurant Group are also pursuing IPOs with ambitious growth targets [3][4]. Group 2: Industry Trends and Market Dynamics - Approximately 70% of the listed restaurant brands have chosen to go public in Hong Kong, with over 15 restaurant companies submitting IPO applications since 2024, covering various segments such as hot pot, fast food, and tea drinks [4]. - The capital market's interest in the restaurant sector has reached a historical peak, with the Hong Kong restaurant sector raising over HKD 8 billion in the first quarter of 2025, a 120% year-on-year increase [4][6]. Group 3: Financial Performance of Listed Brands - Among the listed brands, some have shown significant growth, such as Mixue Ice City, which reported a revenue of CNY 28 billion and a net profit of CNY 2.5 billion in 2024, while others like Xiaobu Xiaobu faced challenges with a net loss of CNY 401 million [6][8]. - The financial performance of established brands like Quanjude has declined, with a revenue of CNY 1.402 billion in 2024 and a net profit drop of 43.15% [8][9]. Group 4: Challenges Post-IPO - While IPOs provide necessary capital for expansion, they also introduce challenges such as mandatory financial disclosures, which place companies under scrutiny [9]. - The restaurant industry is highly cyclical, making profitability sensitive to economic fluctuations and consumer preferences, as seen in the struggles of brands like Nayuki and Quanjude [9].