点击上图▲立即收听 " 现在酒店的房量可以满足全国 6 亿人出行，平均 700 人拥有一家酒店。 " 文 / 巴九灵（微信公众号：吴晓波频道） 餐饮业与住宿业是一对难兄难弟，在努力振兴消费的大环境下凌乱。 相较于餐饮业，住宿业的动荡更为激烈。 以北京市场一窥：8月，北京市统计局发布2025年1—6月限额以上住宿和餐饮业法人单位主要经济指标。 共5135家法人单位，营业收入同比下降3.7%，营业成本同比下降1.2%，但利润总额同比下降67%。 尤其是，北京住宿业1613家单位营业收入同比下降7.3%，利润总额仅5980万元，降幅达92.9%，平均下来，上半年每家只赚了三万七，堪称"领 跌"餐饮住宿业。 这一数据呼应了上半年核心城市五星级酒店纷纷发展"摆摊卖菜"业务——在成都、郑州、常州、杭州、济南， 五星级酒店 纷纷向市场推出平价美 食，包括炒面、烧鸡、鸭脖、榴莲酥、东坡肉、蛋挞、大蒸包等等。 "每家情况不一样，更多在餐食做动作，比如自助早餐减配。成本比较高的酒店冲击大。比如，喜来登等老牌高端酒店被橘子水晶、全季等新兴国 潮冲击最厉害，在价格端区分上已经不太明显。"《旅界》主编张浩熙对小巴说道。 去年，博主"勃 ...

Core Viewpoint - The article discusses the rise of street food vendors in China, highlighting the impact of this trend on traditional brick-and-mortar restaurants, driven by policy support and changing consumer behavior [4][5][6]. Policy Support - Since 2020, cities like Chengdu have initiated policies to support street food, leading to a nationwide trend where local governments designate areas for vendors, thus expanding the operational space for street food businesses [5][6]. - The ongoing increase in nighttime consumption has further encouraged the growth of street food markets in cities such as Shanghai and Chengdu [5]. Market Environment - Consumers are becoming more price-sensitive, favoring high-value street food options that align with their needs for affordability and convenience [6][15]. - The social atmosphere of night markets and street food aligns with consumer desires for a lively dining experience [6]. Competition Dynamics - High-end hotels and major restaurant brands are entering the street food market, with examples including various hotels selling snacks and popular chains like Haidilao setting up outdoor stalls [7][9]. - The competition between street vendors and traditional restaurants is intensifying, with some restaurant owners expressing concerns over lost business due to nearby street food stalls [11][13]. Economic Impact on Traditional Restaurants - Traditional restaurants face significant challenges due to the low operational costs of street vendors, which allows them to offer lower prices and attract price-sensitive customers [11][13]. - Restaurant owners report drastic declines in revenue, with some experiencing a 50% drop in sales as customers shift to cheaper street food options [13]. Market Adaptation - The article suggests that the relationship between street vendors and traditional restaurants is not strictly adversarial; rather, both can coexist if they find unique value propositions [18]. - The street food market's flexibility allows for rapid innovation and adaptation to consumer trends, while traditional restaurants must focus on enhancing customer experience and product quality to remain competitive [15][19]. Future Outlook - The article concludes that the market will eventually reach a balance where both street food and traditional restaurants can meet consumer demands effectively, although this process may take time [20].

Core Viewpoint - The article discusses the issue of calorie mislabeling by popular convenience store brands like Lawson, Hema, and 7-11, which has led to consumer confusion and frustration regarding weight management and health [1][12]. Group 1: Calorie Mislabeling Issues - Lawson's whole wheat sandwich is claimed to have a calorie count of 195 kcal, but consumers estimate it to be around 300 kcal when accounting for the ingredients [1]. - Consumers have raised concerns about the accuracy of calorie counts for various products, including sandwiches, breads, and fried noodles from Lawson [7]. - Hema's taro milk cake is reported to have a calorie count of approximately 90 kcal, but some consumers believe it could be as high as 150 kcal due to the ingredients used [9]. - 7-11's fried noodles are listed at only 50 kcal per 100 grams, leading to skepticism among consumers about the accuracy of this figure [11]. Group 2: Consumer Health Awareness - The rise in health consciousness and weight management among consumers may be driving some businesses to misrepresent calorie information to attract more customers [12]. - The National Health Commission and other departments have initiated a "Weight Management Year" to promote healthy lifestyles and weight management skills among the public [12]. - Mislabeling calorie content not only undermines consumer trust but may also violate national standards, as per the Food Safety National Standard [12].

Group 1 - The article highlights the launch of three major summer markets in Shandong: the "Yellow River Market," "Canal Market," and "Marine Market," which will take place simultaneously on June 28, featuring diverse cultural and shopping activities [1][4][15] - The events aim to enhance consumer experiences by integrating local culture and products, creating a vibrant atmosphere for cultural exchange and commercial transactions [3][9] - The markets will include various attractions such as traditional Chinese medicine consultations, non-heritage craft demonstrations, and food festivals, appealing to both locals and tourists [4][11][15] Group 2 - The "Yellow River Market" showcases local products and allows consumers to witness the production process, enhancing trust and engagement with the products [4][6][12] - The "Canal Market" features interactive digital art installations, providing a modern twist to traditional market experiences, thus attracting a younger audience [8][9] - The "Marine Market" emphasizes high-quality seafood and local specialties, meeting consumer expectations for diverse and premium offerings [11][12] Group 3 - Experience-based consumption is emerging as a new trend in market activities, allowing consumers to participate in the creation process and fostering a sense of community [13][15] - The summer markets will utilize a combination of offline immersive experiences and online promotions to maximize reach and engagement, running until late August [15][16] - Government support and financial incentives will be provided to enhance consumer participation and ensure affordability during the events [15]

Core Viewpoint - The summer "Yellow River Market," "Canal Market," and "Ocean Market" in Shandong are launched simultaneously, promoting local culture and consumption through diverse activities and experiences [2][7]. Group 1: Event Overview - The events are themed "Catch Shandong Market, Travel Shandong Summer, Buy Shandong Good Products," featuring cultural markets, intangible heritage exhibitions, summer entertainment, and food festivals [2][3]. - The markets serve as platforms for cultural exchange, emotional connection, and commercial transactions, enhancing consumer experiences and promoting local products [2][4]. Group 2: Consumer Experience - Visitors engage in a "catch the market" mode, enjoying a variety of products and local delicacies, with a focus on experiential consumption [3][6]. - The markets feature live demonstrations of traditional crafts, such as paper-cutting and pottery, allowing consumers to participate and appreciate the craftsmanship [3][6]. Group 3: Cultural Significance - The markets highlight the integration of local cultural characteristics with modern commerce, revealing the potential for market growth through cultural tourism [4][5]. - Products at the markets transcend mere utility, becoming cultural carriers that resonate emotionally with consumers [4]. Group 4: Marketing Strategies - The summer events will utilize a combination of offline immersive experiences, online live streaming, and comprehensive online sales to reach a wider audience [7]. - Various promotional strategies, including government subsidies, discounts from participating businesses, and financial support, will be implemented to enhance consumer benefits [7].