惊蛰研究所 . 探索发现新经济。 以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 来源丨 惊蛰研究所 （ID： jingzheyanjiusuo ） 图源丨Midjourney 自从MBTI人格测试风靡网络，i人就成了社恐人群的代名词。在公众认知中，i人喜欢独处、不愿意与他人过多交流，而这种心理层面的需求也开始影响消费 市场发生潜移默化的改变。 于是，在日益强调个性化与边界感的今天，一些无需过多社交互动、精准契合i人心理需求的商业形态，正在从日常饮食蔓延到生活服务，由此产生的各类 无人业态，将追求安静、自主、低干扰消费体验的"i人经济"推上消费市场的新浪潮。 无人餐厅/一人食： i人专属干饭地 在过去，独自用餐往往会被贴上"孤单""可怜"的负面标签，而如今却逐渐成为一种深受i人青睐的消费场景。特别是无人餐厅与一人食模式，不仅满足了i人 对独立空间的需求，更成为"i人经济"最具代表性的消费场景之一，中研普华数据显示，2025年中国一人食经济规模有望冲破1.8万亿，年复合增长率飙到 15.3%。 惊蛰研究所也曾提到，"一人食"需求还催生了专门为单人用餐需求设计的独食餐馆，比较典型的品牌如日本的"一兰拉面"、广州 ...

前言 当"社恐"从个人困扰变成万亿级市场密码，消费行业正在发生一场静悄悄的革命。 过去被视作"孤僻"的独处需求，如今催生出无人餐厅、自助洗宠店等全新业态，2025年中国一人食经济 规模更是有望冲破1.8万亿。 这场"i人经济"浪潮，本质上是消费市场从"规模化服务"向"个体尊重"的深度转向。 北京"23座面馆"用独立隔间加呼叫按钮，让食客既能及时获得服务，又不用应对不必要的交流； 无人酒店通过手机APP完成选房、支付、刷脸入住全流程，彻底省去前台沟通的环节； 自助服装店更是凭借"随便试穿、无人打扰"的模式，在社交平台收获大量"每月必逛"的忠实用户。 这种"去尴尬化"的设计，不仅服务i人群体，也让想在忙碌中独处的普通人找到归属感。 消费场景正在去尴尬化 传统消费场景里，i人群体的尴尬无处不在：餐厅里服务员频繁巡桌的注视、超市收银员推销活动的搭 话、服装店导购寸步不离的跟随。 这些在他人看来正常的互动，却是i人消费时的隐形负担。 而现在无人业态正在把"选择权"还给消费 者。 无人业态需跨过三道坎 无人业态不止"无人"那么简单 无人业态的爆发，绝非简单去掉"人工"二字，而是技术重构了消费流程。无人超市通过RFID标签 ...

自从MBTI人格测试风靡网络，i人就成了社恐人群的代名词。在公众认知中，i人喜欢独处、不愿意与他人过多交流，而这种心理层面的需求也开始影响 消费市场发生潜移默化的改变。 于是，在日益强调个性化与边界感的今天，一些无需过多社交互动、精准契合i人心理需求的商业形态，正在从日常饮食蔓延到生活服务，由此产生的各 类无人业态，将追求安静、自主、低干扰消费体验的"i人经济"推上消费市场的新浪潮。 无人餐厅/一人食：i人专属干饭地 在过去，独自用餐往往会被贴上"孤单""可怜"的负面标签，而如今却逐渐成为一种深受i人青睐的消费场景。特别是无人餐厅与一人食模式，不仅满足了i 人对独立空间的需求，更成为"i人经济"最具代表性的消费场景之一，中研普华数据显示，2025年中国一人食经济规模有望冲破1.8万亿，年复合增长率飙 到15.3%。 惊蛰研究所在《年轻人撑起"独居经济"七大新赛道》中也曾提到，"一人食"需求还催生了专门为单人用餐需求设计的独食餐馆，比较典型的品牌如日本 的"一兰拉面"、广州的"一心一面"、北京的"23座面馆"等。 这类餐馆的相同点是通过设置独立隔间和呼叫按钮，来保证客人的需求得到及时响应，同时又避免了服务员频繁 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese unmanned retail industry is transitioning from early-stage technology trials and capital-driven growth to a new phase characterized by mature business models, refined operations, and diversified technology applications [4] - The market size of the unmanned retail sector is currently at 434.3 billion yuan, with projections indicating it could exceed 750 billion yuan by 2027, driven by increased penetration in the fast-moving consumer goods (FMCG) sector [21][22] - The industry is experiencing a resurgence in investment interest, particularly in leading technology firms' new retail projects and traditional food and beverage brands launching unmanned retail derivatives [4] Summary by Sections Industry Development History - The unmanned retail industry in China began in 1993, with the introduction of vending machines from Japan and Korea, and saw significant growth after 2016 when major players like Amazon and Alibaba entered the market [3] - The period from 2016 to 2020 marked a rational development phase focusing on technology integration and service optimization for B-end clients, with applications extending to office parks and communities [3] Investment Trends - Investment events in the unmanned retail sector have fluctuated, with a notable resurgence post-pandemic, focusing on technology-driven solutions and traditional brands leveraging their supply chain and brand strength [4][5] Profit Models - Unmanned retail enterprises have developed diverse profit models, including product sales, equipment sales/rentals, data services, and advertising revenue [9] - The leading company in the sector, Youbao, reported that unmanned retail and product wholesale accounted for 76.1% and 10.7% of its total revenue, respectively, with advertising services contributing a high gross margin of 98.1% [9][10] Advantages Over Traditional Retail - Unmanned retail offers significant cost advantages, with labor costs reduced to one-fourth of traditional retail, and operational efficiency improvements through technology [14][15] - The ability to operate 24/7 and the flexibility in location deployment enhance customer experience and operational scalability [14][15] Market Size and Future Trends - The unmanned retail market's sales share within the FMCG sector is expected to rise from nearly 1% in 2024 to around 8% by 2027, indicating strong growth potential [21] - The market is expanding into lower-tier cities and diverse commercial spaces, which will further unlock consumer spending potential [21] Technology and Cost Analysis - The cost structure of unmanned retail varies significantly based on technology used, with basic weight recognition systems costing around 3,000 to 8,000 yuan per unit, while advanced visual recognition systems can range from 12,000 to 25,000 yuan [28] - The integration of technologies like RFID and AI for inventory management and customer behavior analysis is expected to enhance operational efficiency and reduce costs over time [28]