Core Insights - The "smoky economy" is evolving from version 1.0 to 2.0, driven by urbanization and upgraded consumer demand, transitioning from traditional street stalls to refined, scene-oriented community dining models [1] - The integration of community dining is creating new opportunities in the family dining sector, particularly for hot pot and barbecue, as it combines the necessity of home dining with trends like the "lazy economy" and "social economy" [1] Group 1: Community Dining Integration - Community dining integrates food retail, instant cooking, and social experiences, moving beyond traditional supply models [3] - The community dining model has led to a market size exceeding 200 billion yuan for family hot pot and barbecue ingredients in 2023, with community stores contributing over 60% of sales [3] Group 2: Supply Chain Revolution - The surge in hot pot and barbecue ingredients is fundamentally driven by supply chain efficiency upgrades, with centralized kitchens and cold chain distribution enhancing home dining experiences [4] - Consumers benefit from a cost-effective dining experience averaging 30-50 yuan per person, while enjoying quality comparable to restaurants [4] Group 3: Service Ecosystem Expansion - Leading brands are extending into service ecosystems by developing scene-specific products and hosting community events, transforming stores into local experience centers [5] - Innovative services, such as on-site cooking by chefs, can increase customer spending by 30% [5] Group 4: Challenges and Future Outlook - Community dining integration faces challenges such as regional taste differences, high spoilage rates of fresh products, and quality control issues with pre-prepared meals [6] - Future solutions may involve data-driven supply adjustments and deeper integration with community group buying and private traffic operations to create more agile business models [6] Group 5: Ecosystem Competition - The competition is shifting from product offerings to service ecosystems, emphasizing the need for balance between efficiency and customer engagement [7] Conclusion - The essence of the smoky economy 2.0 is leveraging community as a pivot to tap into the incremental market for family dining, with competition focusing on ingredient innovation and the reconstruction of local life service ecosystems [8]

引言：舌尖上的经济变革 近年来，随着消费升级与生活节奏的加快，家庭餐桌的"轻烹饪"需求持续升温。火锅、烧烤因其便捷性、社交属性及口味普适性，逐渐成为家庭聚餐、朋友 聚会的首选场景。这一趋势催生了一个新兴市场——火锅烧烤食材供应链。而当一线城市竞争趋于饱和时，下沉市场（三四线城市及县域）正成为这一赛道 的新蓝海，其背后不仅蕴藏商业机遇，更承载着激活社区经济、带动就业增收的"共富"潜力。 一、下沉市场崛起：需求端的三重驱动力 消费升级的"平权化" 县域居民可支配收入增长（2023年农村居民人均可支配收入同比增长7.6%），叠加电商与物流网络渗透，下沉市场对品质化、便捷化食材的需求快速释 放。传统农贸市场的散装冻品已难以满足年轻家庭对产品标准化、安全性的要求。 二、供应链重构：从产地到社区的共富链条 下沉市场的食材供应链正在经历"去中间化"变革： 上游直采：区域品牌通过对接农产品基地、中央工厂，将牛羊肉、菌菇等地域特色食材纳入供应链，既降低采购成本，又助力农产品上行。例如，某川渝火 锅食材品牌在云南建立菌菇直采基地，带动当地农户户均年增收超2万元。 冷链下沉：随着冷链物流技术的普及（如移动式冷库、社区前置仓），三四 ...