元旦假期，中国家庭聚餐需求激增，餐桌上的变化悄然揭示着消费新趋势。京东生鲜消费数据显示， 2026年元旦期间，消费者选择呈现显著的品质化、场景化和健康化特征。从产地直采智利车厘子到大连 海参，从内蒙古羊肉到进口牛肉，这些产品的热销不仅反映了节日餐桌的丰盛，更揭示了中国家庭饮食 消费的趋势变化。 品质化消费：高端水果与进口食材成餐桌标配 元旦期间，进口高端水果成为家庭团聚的"餐桌名片"。智利车厘子延续往年热度，3J级10斤装礼盒销售 额同比增长145%，显示出消费者对高品质水果的持续追捧。值得注意的是，混合水果礼盒成为新趋 势，包含产地直采的云南蓝莓、丹东草莓和智利车厘子组合套装销售同比激增超10倍，体现了消费者对 多样化、高品质水果的复合需求。 果，而是根据品质和口味多元选择。 高端海鲜和进口肉类成为消费升级的标杆。大连即食海参销售同比增长接近16倍，反映消费者对高营 养、便捷食用海产品的追捧。厄瓜多尔白虾销量增长接近100%，保持稳定上升态势。 进口牛肉消费呈现明显增长，南美进口原切带芯后腱增长238%，大庄园进口草饲原切牛腱子更是实现 了超10倍的增长，显示消费者对高品质、可溯源进口肉类的需求持续扩大。 ...

转自：北京日报客户端 匹克球的跃动弧线遇上火锅的氤氲热气，MBTI的性格标签串联起同频的"搭子"。12月20日上午，由北 京日报客户端"党报进社区"品牌联合锅圈食汇共同打造的"首都社区交友节"在朝阳公园TBX匹克球场圆 满收官。 运动火锅兼具健康美味 运动健康又不失烟火气，本次活动联合主办方锅圈食汇提供了丰富的补给，将轻烹的美味送到匹克球场 旁，健康火锅套餐让人大快朵颐的同时也能兼顾营养均衡。 这场以"京日有局圈个搭子"为主题的青年社交活动，将运动、健康、美食与轻量化社交深度融合，吸引 了许多都市青年走出"宅家舒适圈"，在冬日暖阳里结识同好新友，也让锅圈"社区好邻居"的品牌温度触 达到更多年轻群体。 寒冬户外色彩依旧浓烈 活动现场"运动+社交"的元素细节满满：以巨型鸳鸯火锅为灵感的彩色地贴铺展成互动舞台；"GO！ GO！GO！"的箭头标识串联起运动体验区与美食打卡点；以绿色毛绒"圈"形装置既是拍照布景，也成 了年轻人的"缘分坐标"；餐车里咕嘟咕嘟热气腾腾的火锅则为寒冷冬日增温添彩。 同频共振享美好时光 "筷捞起好搭子"餐车散发浓浓香气，让这场运动社交进一步升温，TBX资深匹克球友小姚说："天气 冷，运动完吃顿 ...

Core Insights - The rise of hot pot dining in supermarkets and markets is becoming a new trend, with major players like Hema, Yonghui, and Pang Donglai entering the market [1][4][14] - The hot pot dining experience in supermarkets offers a unique combination of fresh ingredients and flexible meal options, appealing to consumers seeking social dining experiences [1][7][14] Supermarket Hot Pot Business - Supermarkets are increasingly incorporating hot pot dining into their offerings, leveraging existing food court spaces to add hot pot services with minimal additional investment [1][4] - Hema's hot pot dining includes both set menus and self-service options, with prices for hot pot sets ranging from 78 to 88 yuan [4][14] - Yonghui focuses on individual hot pot meals with a low price point, offering a variety of self-selected ingredients at competitive prices [5][14] - Pang Donglai operates a brand-style hot pot service, allowing customers to order from a menu, with prices for vegetable platters starting as low as 9 yuan [6][14] Consumer Trends and Preferences - The average spending per customer at these hot pot dining options ranges from 60 to 100 yuan, catering to various consumer needs [5][7] - The appeal of supermarket hot pot lies in its cost-effectiveness and the freshness of ingredients, which can be more appealing than traditional hot pot restaurants [7][14] - The hot pot dining experience in supermarkets is designed to attract young consumers and families, with Hema targeting office workers and Yonghui focusing on residential areas [14][15] Market Dynamics and Competition - The hot pot market is experiencing significant growth, with Hema reporting a 59.7% year-on-year increase in hot pot-related sales since November [13][14] - The competition is intensifying as more supermarkets and local hot pot restaurants enter the market, with a focus on fresh ingredients and unique dining experiences [14][15] - New hot pot concepts are emerging, including market-based hot pot restaurants that allow customers to select their own ingredients, reflecting a shift in consumer preferences towards fresh and customizable dining options [8][12][14] Challenges and Future Outlook - Despite the growth potential, challenges remain for scaling these new hot pot concepts, particularly in terms of regional taste preferences and operational logistics [14][15] - The integration of hot pot dining into supermarkets represents a significant shift in the food retail landscape, blurring the lines between grocery shopping and dining experiences [15]

新一轮寒潮将至，这两天，北方不少地区将迎来降雪，热腾腾的火锅成为众多消费者的心头好。12月11日晚8 点，京东生鲜火锅节超级秒杀日火热开启。京东秒杀、京东生鲜联合海底捞、东来顺、安井等行业标杆品牌， 依托源头直发及产地直采模式，精选超500款优质生鲜爆品，更带来原切牛羊肉卷低至9.9元/斤、1元抢大牌火锅 套餐，以及1元赢取赛里木湖双人3日游等惊喜福利。同时，京东生鲜火锅节超级秒杀日直播专场同步开启，为 消费者带来"又好又便宜"的一站式火锅食材购物体验。消费者在京东"火锅季"或"火锅超级秒杀日"，即可开启 冬日火锅盛宴。 为让消费者在冬日里畅快开"涮"，本次京东生鲜火锅节超级秒杀日，多款原切牛羊肉卷价格低至9.9元/斤，包括 月盛斋进口原切肥牛卷、牛鲜尊国产黄牛原切牛肉片等，这些产品以其原切工艺和纯正风味为核心特色，肉质 鲜嫩，肥瘦匀称，下锅不散，让消费者在家也能轻松享受火锅盛宴。 据悉，今年京东火锅季将持续至2月28日，贯穿整个年货节期间，火锅食材均低至8折。后续还将上新牛羊肉礼 盒、和牛肉卷、宁夏滩羊、跑步鸡、90%牛肉含量牛肉丸等特色礼盒及货品，覆盖家庭聚餐、朋友小聚、节日 送礼等多元场景。 这个冬天， ...

商报讯(记者黄诗睿)冬季"开涮"的烟火气不仅升腾在客流量增加的火锅店中，还体现在把火锅场景搬到 线下的商超里。近日，全国多个商超品牌陆续开启"火锅季"活动，盒马、永辉、麦德龙等头部商超纷纷 加码火锅相关业务，线上线下（300959）联动推出特色锅底、生鲜食材及堂食服务，"超市里吃火锅"成 为年轻人追捧的消费新场景，也推动商超餐饮化转型进入深水区，餐饮与零售的边界正持续消融。 记者了解到，不同商超品牌推出的"火锅节"玩法可谓五花八门：盒马聚焦地域特色，推出非遗重庆老牛 油、云贵山野酸汤等锅底，结合地方消费偏好定制新品，比如合肥门店的榴莲椰子鸡火锅，还在锅底基 础上配套推出78-88元不等的火锅套餐，涵盖鲜切肉与蔬菜拼盘；永辉以高性价比吸引客流，锅底单价 统一为9.9元，食材按3元、10元、15元档位计费，同步开启全国门店免费试吃活动；麦德龙则主打风味 全覆盖，上架超400款火锅商品，涵盖六大地方风味，还联合贵州当地企业独家定制酸汤底料…… 除全国连锁商超品牌外，区域型商超同样积极布局，胖东来在河南新乡部分门店上线了自助小火锅，肉 类、蔬菜、主食均支持小份点单，蘸料自助搭配，适配单人及小型聚餐场景；易合仓餐饮区占 ...

Summary of Guoquan Food and Beverage Conference Call Company Overview - **Company**: Guoquan Food and Beverage - **Industry**: Food and Beverage, specifically focusing on hot pot and related dining experiences Key Points and Arguments Operational Performance - In the first half of 2025, Guoquan improved store management and sales through refined operations, organizational adjustments, and rapid new store openings, resulting in the accumulation of initial membership assets [2][4] - The same-store performance continued to show positive momentum in Q3 2025, with expectations for stable trends in Q4 driven by enhanced hot pot packages and new SKUs [2][5][6] Store Expansion Plans - The company plans to add a net total of 1,000 new stores in 2025, with over half located in rural markets, aligning with annual targets [2][7] - The pace of new store openings in July and August 2025 is on track, with a typical one-month timeline from signing to opening [7] Franchise Strategy - Guoquan focuses on partnering with small business owners rather than financial investors, which enhances operational quality and customer service [8][9] - The strategy varies by region, encouraging multi-store openings in county-level and above areas while promoting single-store franchises in rural areas [9] Product and Market Strategy - The company aims to meet consumer needs through standardized flavors and high cost-performance, with prices averaging 1/3 to 1/2 lower than traditional restaurants [2][13] - Guoquan is exploring supply chain and product expansion into overseas markets, including Hong Kong and Southeast Asia, with a long-term goal of international business model expansion [2][19][20] Customer Engagement and Marketing - Sales trends in August and September 2025 met expectations, driven by product expansion, SKU deepening, and increased membership activity [3] - The company utilizes localized product development to cater to regional tastes, with a total SKU count reaching 700 [16] Financial Performance and Shareholder Returns - The company reported a dividend of approximately 190 million yuan in the mid-2025 report, indicating a high dividend payout ratio [21] - Guoquan aims for a mid-term net profit margin target of 7-8%, focusing on optimizing management and sales expenses [23][24] Supply Chain Management - The company addresses supply chain complexity through scale effects and cost performance, leveraging experience from its agricultural market stores [17] - Core raw material prices, particularly for meat products, are subject to cyclical fluctuations, but the company maintains a competitive edge through imported products and self-owned factories [25] Marketing and Sales Strategy - Sales expenses are stable, with ongoing optimization as revenue scales up, and the company has seen improved efficiency from marketing on platforms like Douyin [26] Future Developments - Guoquan is innovating in the beverage sector, including craft beer and juice products, which have seen significant sales growth [28] Additional Important Insights - The company emphasizes the importance of local market adaptation and customer preferences in its product offerings [15][16] - Guoquan's approach to franchisee selection and operational strategy is designed to enhance the overall customer experience and operational efficiency [8][9][10]

Group 1 - The core idea of the news is that over a hundred restaurants and hotels in Guyuan City, Ningxia, are launching various promotional activities to benefit consumers and stimulate spending during the peak tourist season [1][2] - The promotional activities include a wide range of offers such as a 99 yuan hot pot package with 11 types of ingredients, which has received positive feedback from customers [1] - The initiative "Taste Guyuan's Fireworks and Enjoy Beautiful 'Food' Time" was launched by the Guyuan Municipal Bureau of Commerce and Investment Promotion and the Guyuan Restaurant Association to provide substantial discounts and attract more visitors [1][2] Group 2 - The city is leveraging its rich tourism resources to promote deep integration between the catering and tourism industries, adopting a collaborative model involving government, businesses, media, and community participation [2] - Since the launch of the initiative, participating merchants have seen a customer traffic increase of over 20%, contributing to high-quality economic development [2]