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 ...

一、江西省宜春市靖安县市场监管局查处舒某清涉嫌生产经营添加他达拉非的露酒案 2025年1月，靖安县市场监管局接到投诉举报，反映宜春家园百货有限公司销售的"健豪情酒（露 酒）"添加他达拉非。经查，当事人通过其注册的贵州省仁怀市喜桥酒业有限公司，在委托贵州民族酒 业（集团）有限公司生产"健豪情酒（露酒）"过程中，添加了含有他达拉非的"枸杞含片"。经抽检，涉 案露酒的他达拉非含量为151mg/kg。至案发，涉案露酒生产经营数量为450件（100ml/瓶×5瓶/盒×6盒/ 件），货值金额193.86万元。另查明，当事人委托宜春家园百货有限公司通过淘宝销售涉案露酒的销售 额为3.95万元。当事人的行为涉嫌构成犯罪，2025年2月，靖安县市场监管局依法将案件移送公安机 关。 央视网消息：据市场监管总局微信公众号消息，2025年，市场监管总局部署开展"守护消费"铁拳行 动，聚焦消费领域人民群众反映强烈、危害健康安全的食品非法添加、"幽灵外卖"、商标侵权等违法行 为，查办了一批违法案件，维护了消费者合法权益，着力营造安全放心的消费环境。现将部分典型案例 公布如下： 他达拉非是处方药，非法添加可能引发饮用者过敏反应、心脑血管疾 ...

最近刷短视频老看到卤味店整活儿。广州那家久久丫门店直接把冷卤柜台全拆了，现在每天现熬卤汁，把鸭脖鸭翅扔锅里煮，还说什么"火锅鲜卤"——听 着挺新鲜，但仔细一想，这不就是把火锅和卤味混一块儿了嘛？店员丽丽说现在每天得盯着两口大铁锅熬料，以前可不用这么麻烦，直接摆摆盒装鸭锁骨 就行。不过她也承认，改完后顾客还是照买不误，人均还是25块左右，没涨多少。 周黑鸭更狠，直接在武汉开了家叫"3斤拌"的店。进去一看，开放式厨房里小锅咕嘟咕嘟煮着鸭货，旁边摆着米饭拌面，还能选辣度。鸭锁骨4块一个，酱 板鸭按克卖，价格倒是不离谱。但最离谱的是他们居然还卖煎饼果子、猪脚饭这些小吃，感觉像是把大排档和卤味店焊一块儿了。不过说实话，鸭货配米 饭确实比单吃过瘾，难怪年轻人爱往那儿扎堆。 其实这些品牌这么折腾不难理解。去年卤味市场规模才涨了3.7%，比前年还慢。以前卤味就是买盒装鸭脖边走边吃，现在大家口味变叼了，光吃零食不 够，得有正经饭吃。比如久久丫加了酸辣粉、肉夹馍，周黑鸭直接推主食套餐，都是想让人在这儿坐下来慢慢吃。 不过也有槽点。周黑鸭以前主打真空包装，现在改现做热卤，万一卫生搞不好可麻烦。绝味卖啤酒饮料，万一被查酒牌岂不是要翻 ...

Core Viewpoint - The high-end dining industry is undergoing a significant transformation as luxury hotels are adopting street food models to adapt to market pressures and changing consumer behaviors [5][11][23]. Group 1: Industry Changes - High-end restaurants are breaking the traditional rule of maintaining distance from the mass market, engaging in street food sales to attract local consumers [7][8]. - This trend is evident across various cities in China, with hotels offering affordable dishes that leverage their brand reputation for quality [10][17]. - The shift from high-priced dining to more accessible food options reflects a broader change in consumer attitudes towards value and quality [16][18]. Group 2: Market Pressures - The restaurant industry is facing increasing pressure, with June's dining revenue at 4,708 billion, showing only a 0.9% growth, and a decline in revenue from high-end dining establishments [15][14]. - High-end hotels, traditionally resilient, are now struggling due to reduced business from corporate events and weddings, leading to a significant drop in their primary revenue sources [13][15]. - The number of five-star hotels in China has decreased from 850 to 736 between 2020 and 2024, indicating a shrinking market for luxury dining [15][14]. Group 3: Competitive Landscape - The entry of hotels into the street food market poses a direct threat to local eateries, as they can offer similar products at competitive prices due to their resources [20][21]. - Supermarkets are also feeling the impact, with a noticeable decline in sales attributed to the appeal of freshly prepared meals from hotels [21][20]. - The shift in consumer habits towards hotel food options is changing the dynamics of community dining, potentially leading to a decline in supermarket visits [22][21]. Group 4: Future Implications - The trend of high-end hotels selling affordable food is not just a temporary adjustment but signifies a fundamental shift in the business model of the dining industry [11][23]. - This transformation may lead to broader implications for the retail and service sectors, as the competitive landscape continues to evolve [23][22]. - The pressure on traditional dining establishments and supermarkets could result in increased vacancy rates and declining rental incomes in commercial real estate [22][23].

Core Viewpoint - The high-end dining industry is undergoing a significant transformation as luxury hotels adopt street food-style offerings to adapt to changing consumer preferences and economic pressures [6][12][16]. Group 1: Hotel Street Food Movement - High-end hotels are breaking traditional norms by offering affordable food options, such as 0.5 yuan steamed buns and 10 yuan chef-made fried noodles, to attract local residents [6][8]. - This trend is not isolated; it is spreading across major cities in China, with various hotels providing low-cost, high-quality meals that leverage their brand reputation [8][9]. - Sales data indicates that some hotels are generating significant revenue from these initiatives, with reports of daily earnings exceeding 30,000 yuan [9]. Group 2: Survival Crisis in High-End Dining - The high-end dining sector is facing increasing pressure, with a reported 0.9% growth in restaurant revenue in June, significantly lagging behind the overall industry average [13][14]. - The decline in traditional revenue sources, such as business meetings and large banquets, has led to a substantial decrease in income for luxury hotels [14]. - The number of five-star hotels in China has decreased from 850 to 736 between 2020 and 2024, indicating a shrinking market [14]. Group 3: Consumer Behavior Changes - Consumers are becoming more pragmatic, favoring quality and reasonable prices over brand prestige, as evidenced by the decline in sales of previously high-priced items [15][16]. - The shift in consumer mindset has made high-end hotel offerings more appealing, as they provide a sense of safety and quality assurance at lower price points [16]. Group 4: Impact on Traditional Businesses - Local small businesses are experiencing a decline in sales due to competition from hotels entering the affordable food market, with reports of a 33% drop in revenue for some small shops [17][18]. - Supermarkets are also feeling the impact, with a 12% decrease in sales during peak hours as consumers are drawn to hotel food stalls [18]. - The entry of hotels into the affordable dining space is reshaping community consumption patterns, positioning them as new local dining hubs [19].

Core Viewpoint - Youyou Foods, known for its spicy chicken feet, has entered the venture capital space by investing 20 million yuan in a biological manufacturing venture capital fund, marking its official entry into the investment sector [1][2]. Group 1: Investment Details - Youyou Foods' wholly-owned subsidiary, Youyou Manufacturing, will invest 20 million yuan to subscribe to shares in the Wenrun Biological Manufacturing Venture Capital Fund, which has a total scale of 482.85 million yuan, giving Youyou a stake of 4.1421% [2]. - The fund includes several limited partners (LPs) such as Guangdong Wens Foodstuff Group Co., Ltd. and Yunnan Plateau Characteristic Agriculture Equity Investment Fund, creating a resource network covering the agricultural and livestock industry chain [2]. - The investment direction of the fund focuses on biological manufacturing, agricultural technology, food engineering, and supply chain, which are highly aligned with Youyou Foods' main business [2]. Group 2: Strategic Intent - Youyou Foods stated that this investment aims to enhance the efficiency of capital use, optimize resource allocation, and leverage the research advantages of professional investment institutions to explore new sectors and enhance the company's competitive edge [2]. - This move reflects a typical path for mature consumer goods companies, where entering equity investment becomes a strategic decision driven by industry expansion or financial returns [2]. Group 3: Market Context - The venture capital industry has been facing a shortage of market funds, and Youyou Foods' investment sends a positive signal to the industry [4]. - Despite market fluctuations, many private enterprises, especially in the consumer sector, are becoming key players in equity investment funds, with a notable increase in activity among non-listed companies [5]. - Companies like Qiaqia Seeds, Zhou Hei Ya, and others have also entered the private equity field, driven by stable cash flows and clear investment intentions [6]. Group 4: Industry Trends - The venture capital market is experiencing a transformation, with increasing participation from industrial capital, indicating a new phase of evolution [7]. - The equity investment industry is undergoing significant changes, with signs of recovery in the primary market, driven by policy support and technological advancements [8][9].

Core Viewpoint - The restaurant industry is experiencing a significant transformation, with high-end hotels and mid-range restaurants adapting to market pressures by offering affordable food options, reflecting a shift from "identity economy" to "value economy" [5][11][46]. Group 1: Market Trends - The overall restaurant revenue in China grew by 4.3% in the first half of 2025, but many street-side restaurants faced a 20% decline in monthly revenue [1][21][46]. - High-end hotels are increasingly selling affordable meals, with examples from various cities showcasing a range of low-priced offerings [2][4]. - The mid-range restaurant sector is also adopting similar strategies, with some establishments selling budget-friendly dishes to attract customers [8][12]. Group 2: Consumer Behavior - Consumers are becoming more cautious with their spending, leading to a decline in high-end dining and a preference for cost-effective options [30][55]. - The demand for affordable dining experiences is rising, with a notable increase in the popularity of low-priced tea drinks and local snacks [52][56]. Group 3: Competitive Landscape - The restaurant industry is facing intense competition, with many businesses struggling to maintain profitability amid rising costs and changing consumer preferences [33][72]. - The market is witnessing a structural divide, where high-end dining is under pressure while community-focused and affordable brands are thriving [50][72]. Group 4: Future Outlook - The future of the restaurant industry is expected to see a trend towards smaller, community-oriented businesses that focus on building trust and loyalty among local customers [70]. - There is a growing emphasis on operational efficiency, with successful brands likely to scale up while smaller players may struggle to survive [68][72].

Group 1 - The recent surge in the food delivery industry has led to extreme price competition, with consumers benefiting from promotions such as meals for as low as 4 yuan [1][8][10] - Some consumers have reported receiving multiple items for free, showcasing the aggressive marketing strategies employed by delivery platforms [2][5][6] - The phenomenon of "negative pricing" has emerged, where consumers can receive money back after using certain coupons, indicating the lengths to which platforms are going to attract users [10][11][19] Group 2 - While consumers and delivery platforms are enjoying the benefits of these promotions, many restaurants are struggling to make a profit, with some reporting earnings of less than 1 yuan per order after costs [13][15][24] - The intense competition has led to a situation where platforms extract significant fees from restaurants, often taking 20-30% of each order, which exacerbates the financial strain on food businesses [22][20] - The long-term sustainability of such aggressive pricing strategies is questionable, as they may lead to compromised food safety and quality, raising concerns among consumers [27][28][32] Group 3 - Delivery platforms are reportedly planning to spend billions on subsidies to maintain their competitive edge, but much of this financial burden is ultimately passed on to the restaurants [17][19][20] - The current market dynamics suggest that restaurants may have to either compromise on quality or exit the market entirely, which could have negative implications for the overall food service industry [25][28][31] - The ongoing price wars in the food delivery sector reflect a broader trend of unhealthy competition that could disrupt market order and harm consumer trust in the long run [29][32][33]

以下文章来源于后浪研究所 ，作者杨小彤、巴芮 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请，你被研究了。 谁爱抢谁抢吧。 文 ｜ 杨小彤 编辑 ｜ 巴芮 来源｜ 后浪研究所（ID：youth36kr） 封面来源 ｜ unsplash "是不是马上要出货了？我都害怕" "别挤了行吗，人都站不住了，干啥啊！"一位被大爷大妈挤在中间的女生，一边扶着自己的眼镜，一边皱眉喊道。 4月21日晚上的8:07，刚下班的李夕匆匆赶到北京姚家园万象汇地下一层的七鲜超市， 虽只晚到了7分钟，但人已经多到连购物车都不够用了，她只能提 着购物筐挤进人群。不知已经进行了几轮争抢，现场一片混乱。 晚8点，这家超市准时开始每晚的日清（即每日清空库存，避免商品隔夜销售），虽然是 工作日，超市里也呜呜泱泱全是人，和楼上冷清的商场形成了鲜明对比。 晚8:07的七鲜 有同样日清活动的还有盒马、沃尔玛、物美、永辉等各种老牌的、新兴的，甚至是网红超市，都加入了这场打折揽客的角逐， 都像灰姑娘故事中被施了 魔法的南瓜马车，每晚8点，变身"穷鬼天堂"。 不过七鲜的火爆程度远超其他几家超市，从上面的场景就能看出来了。有网友就曾发布过一则视频——在刚 ...

数据新闻编辑 陈华罗 新媒体设计 苗奇卉 校对 李立军 一边涨价一边关店，年轻人不爱吃卤味了吗？ 因为价格贵被吐槽上热搜，年轻人直呼吃不起卤味了。 当"卤味三巨头一年关店数千家"的词条冲上微博热搜，评论区的年轻人们用表情包和段子织成了一张吐槽大网："明明是街边小店却要卖酒店摆盘的价 格""每次都说拿一点点就够了，一上称40块"；有人翻出三年前的消费记录，感慨"那时买鸭脖像买辣条，现在得算着钱包过日子"。 相关话题词下网友吐槽已将卤味定位为奢侈品，也有人称其为"价格刺客"。 ▲来自网络评论 这些集中吐槽，还原出了一个残酷的现实——曾经趴在便利店冷藏柜前挑选鸭脖的年轻人，如今正皱着眉头计算卤味的单价，而绝味食品（维权）、周黑 鸭、煌上煌的财报，更像一份冰冷的行业诊断书，揭示着这场"卤味正在失去年轻人"的深层病灶。 业绩下滑，"卤味三巨头"卖不动了 大家越来越不爱吃卤味了，并不仅仅是一个新闻热搜，而是实打实的表现在了"卤味三巨头"的财报里。 近日，"卤味三巨头"绝味食品、周黑鸭、煌上煌披露了2024年财报，去年三家品牌营收共105亿元，比2023年少了14亿元，净利润均出现不同程度下滑， 业绩难言乐观。 被称为"卤 ...