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从“空城”到“满城烟火” 深圳新春的温暖转身
Chang Jiang Shang Bao· 2026-02-27 00:13
深圳科技馆成为亲子家庭的热门打卡地。作为深圳科普文旅新地标,科技馆以"科技+新春"的独特形式,吸引了大 批游客前来体验。馆前广场早早排起长队,预约名额持续爆满,不少家长带着孩子专程前来,感受科技魅力与新 春氛围的奇妙碰撞。馆内航天探索、人工智能、生命科学、前沿科技等展区人气高涨,互动体验项目前排起长 龙,孩子们动手操作、近距离感受科技原理,在沉浸式体验中开阔眼界、收获知识,成为今年深圳春节最具特色 的"新春课堂"。 与往年相比,今年深圳春节餐饮复苏更早、烟火气更足。以往春节期间,不少老字号、网红餐厅大多休市到初五 以后,想吃上一顿地道早茶并不容易。而今年,包括蘩楼在内的多家知名餐饮提前开门迎客,用一盅两件温暖了 无数游客与留深市民。 0 11 2 HU 风 8 请 t 201 All The C S C i 5 man annomanna ummer m ne t and opic MUNITI INTERNATIONAL THOMM F E CDI 0+ 合會是 长江商报消息 往年春节期间的深圳总带着几分"空城"的安静。而马年新春记者再赴鹏城,眼前景象已截然不同: 车流不息、商圈沸腾、景区人头攒动,大街小巷 ...
【食品饮料】餐饮行业有望复苏,关注供应链相关标的——餐饮链板块跟踪报告(叶倩瑜/李嘉祺/董博文)
光大证券研究· 2025-05-21 14:00
Core Viewpoint - The restaurant market is showing signs of slow recovery in Q1 2025 compared to the entire year of 2024, with an increase in the number of stores [3] Group 1: Market Trends - The restaurant market's consumption was relatively weak in the first three quarters of 2024, but saw a significant increase in Q4 2024, likely due to the issuance of dining consumption vouchers and active holiday spending [3] - In Q1 2025, the restaurant market's prosperity slightly declined compared to Q4 2024, possibly influenced by the Spring Festival holiday, but remains in a recovery phase compared to the entire year of 2024 [3] - The number of restaurant stores increased by 1.5% in Q4 2024 and 1.8% in Q1 2025, indicating ongoing intense competition within the industry [3] Group 2: City-Level Analysis - First-tier cities have seen an increase in restaurant heat since Q4 2024, with cities like Shanghai, Guangzhou, and Beijing launching dining consumption vouchers to stimulate demand [4] - The number of restaurant stores in first-tier cities increased by 1.0% in Q3 2024, 2.4% in Q4 2024, and 3.6% in Q1 2025, indicating intensified competition on the supply side [4] - In contrast, the restaurant heat in second and third-tier cities showed mixed performance, with the number of stores remaining relatively stable [4] Group 3: Store Opening Rates - Categories with relatively low average spending, such as noodle shops and snacks, maintained high opening rates of 10.5% and 9.8% respectively, indicating a strong demand for affordable dining options [5] - Local specialty categories, including Cantonese dim sum and Yunnan mushroom hot pot, also exhibited rapid expansion [5] Group 4: Consumer Spending Trends - The trend towards affordable dining remains strong, with restaurants priced under 50 yuan accounting for 70% of the total number of stores as of Q1 2025, showing an increase in their market share [6] - The number of restaurants priced above 200 yuan decreased by 0.3%, while those priced between 100-200 yuan and 50-100 yuan also saw declines, indicating a softening in mid-range dining [6] - The expansion of low-cost, high-value dining options is particularly evident in first-tier cities, where the focus is on restaurants priced under 100 yuan [6]