Comprehensively interpret catering!"2022 China Catering Industry Ecological White Paper" is officially released

The epidemic has made China's economic development facing severe challenges. Can the catering industry be in danger at a critical moment? At the moment when the epidemic prevention and control become normalized, what is the development status of China's catering industry? What are the development trends in the future?

The most complete interpretation of "2022 China Catering Industry Ecological White Book" is here, it will give you the answer!

On August 11, the release of the "Salon and" 2022 China Catering Industry Ecological White Paper "jointly sponsored by the" Catering Industry Development Trends "jointly sponsored by the CITIC Industry Research Institute and Shanghai Bohua The number and HOTELEX video number was broadcast live.

In addition to the development of the development trend of the catering industry and the release of the "2022 China Catering Industry Ecological White Paper", this event also announced the "Second Chinese Catering Industry Red Bull Award" list, which aims to recognize the courage to explore in the main links of the Chinese catering industry in the main links of the Chinese catering industry. Establish examples of examples.

"2022 Chinese Catering Industry Ecological White Book" (hereinafter referred to as "White Paper") is based on the big data of red meal, combined with field research, desktop research, telephone interviews and other methods. Ecological major nodes summarized and sorted out the current status of the development of the Chinese catering industry in 2022 and the forecast of future development trends.

This white paper has a good guiding significance and reference value for the specific practice of the catering industry practitioners and industry -related people. Fan Ning, the co -founder of the Red Lining Network, also opened an in -depth interpretation of the White Paper in the live broadcast.

The current situation of the development of the Chinese catering industry under the epidemic situation

(1) Signs of recovery in catering, 2022 is still full of challenges

Affected by the new crown pneumonia's epidemic in 2020, the total revenue of Chinese catering fell below 4 trillion yuan. After the recovery of the epidemic in 2021, it rebounded to 4.7 trillion yuan, an increase of 18.6%year -on -year. my country's catering industry had a recovery trend. However, in early 2022, the domestic epidemic was frequent, and the catering industry in many places was greatly affected. In the first half of 2022, the total revenue of Chinese catering revenue was 2004 billion yuan, a year -on -year decrease of 7.7%.

At the same time, the complicated international situation, the pressure brought about by global inflation, increased raw materials and transportation costs, and the growth rate of urbanization in China has slowed down. As the main force of catering consumption, generations of the Z to face severe employment issues have led to the instability of the catering consumption foundation. Under the epidemic, the dilemma caused by many external factors such as passenger flow has made the catering industry -related fields still challenged in 2022.

(2) Food company chain and online acceleration

The chain of the Chinese catering market has continued to accelerate. According to Meituan data, from 2019 to 2021, the chain rate of China's catering market has increased from 13%to 18%, an increase of 5 percentage points in two years. However, at present, the chain rates of catering in the United States and Japan reached 54%and 49%, respectively, and there is still a large gap in mature markets.

Facing the uncertainty of the epidemic and the changes in the consumer scene, and the changes of the group, the traditional and only business model that rely only on the consumption of the food consumption is too passive. Only by achieving digital transformation and upgrading, the catering company can improve efficiency and increase anti -risk capabilities. In 2021, the investigation of 60 head chain catering companies showed that more than 68%of companies have fully recognized the necessity of digital transformation.

(3) The industry enters the fast lane, the ingredients, processing and distribution end efficient cooperation

In recent years, with the continuous increase of the chainization rate of catering companies, the demand for food and beverage companies for dishes has become increasingly increasing, and the demand for semi -finished products and finished foods has continued to increase, which has led to a new round of upgrade in the catering industry.

The catering industry has entered the fast lane for development, the ingredients, processing and distribution terminals are efficiently coordinated. At the same time, the prefabricated vegetable track has quickly become popular, and condiments gradually develop in the direction of compound and customized. During the development period, digitalization runs through the entire chain of the catering industry from the ingredients supply chain.

Analysis of the key areas of the catering industry

1. Digitalization of ingredients supply chain will become a trend

(1) Increased awareness of the importance of the food chain of food companies

In the catering market, high -quality and efficient, and tough ingredients supply chain is the key to reducing costs and efficiency of catering companies. In the market with severe homogeneity, even the company's own moat and competition barriers. With the increasing competition in the catering industry, the competition of food companies has shifted from the front -end store to the back -end supply chain system.

Catering raw material production system has high requirements for supply services. Catering companies need to ensure the standardized supply of ingredients from the source, so as to realize the "original flavor" of the dishes, which also greatly tests the control of the upstream ingredients supply chain. ability. Chinese catering companies have gradually realized the importance of the supply chain. The research report released by the Cold Chain Logistics Professional Committee of the China Logistics and Procurement Federation shows that 75%of the dining companies have carried out the management and construction of the supply chain system.

However, most of the concepts of supply chain of food companies are still relatively backward. At present, the vast majority of catering companies still lack the vision, ability and talents that take care of several factors, and they will not communicate with each other and fight each other.

At present, domestic catering supply chain companies can be divided into three categories. Almost every track is a supply chain.

The first category is the upstream extended supply chain enterprise of catering companies, which refers to the supply chain brand from the fission of traditional catering companies. It has central kitchen and product research and development capabilities. The second category is B2B's Internet e -commerce platform. With a lighter business model cross -border ingredients supply chain service, the procurement platform is established to provide relatively transparent information services for food -to -food companies. The third category is vertical catering supply chain platform, which grows up from the upper reaches of the industry. It has strong resource integration capabilities and rich industry experience. (2) Digitalization trend of catering supply chain is obvious

Facing the importance of the supply chain, the construction of supply chain management realizes refined management operations, reducing human expenditure, and reducing the probability of errors. The digitalization of the catering supply chain has also become an effective tool for increasing the ability to increase the ability in the future. Digitalization and strengthening the supply chain have become an important breakthrough direction for major ingredients supply chain companies.

Digitalization of catering supply chain can realize the entire industrial chain from ingredients to consumers, including raw materials production, ingredients, catering processing, and terminal consumers closed. Digital transformation of the supply chain link is the focus of the transformation of many header food companies.

For example, the hot pot head brand Laibubu has established an intelligent supply chain platform to create a three-level network architecture distribution system for the nation's-regional-operation center, which effectively improves the efficiency of the flow of ingredients. Chinese fast -food brand fellow chicken introduced the WMS warehousing management system to launch electronic label sorting projects to improve the sorting efficiency of cold chain freshness, thereby achieving cost reduction and efficiency.

2. The rise of the prefabricated vegetable track rises

(1) The prefabricated market will exceed 400 billion yuan

In 2019, the size of the prefabricated vegetable market in China is about 244.5 billion yuan, the B -end market is 195.6 billion yuan, the C -end market is 48.9 billion, and the scale of China's prefabricated vegetable industry is 345.9 billion yuan in 2021, and it is expected to exceed 400 billion in 2022.

(2) The industry is still in the initial stage, and the leader does not appear

From the perspective of the overall development process of the industry, due to the relatively late starting of my country's prefabricated vegetable industry, the industrial construction is still in the initial stage, and the infrastructure such as the industrial park and the cold chain network needs to be strengthened. At present, there are fewer industry leaders in the industry. Low.

According to data from the Foresight Industry Research Institute, my country's prefabricated CR10 in 2020 is only 14.2%, which is far lower than that of Japan with a CR5 of 64.0%.

(3) State and local governments support prefabricated dishes

Although the prefabricated vegetable track is currently in the initial stage, the development prospects of the prefabricated vegetable market are broad. In addition to many companies actively deploy the track, the state and local governments have also introduced documents to help the healthy development of the industry. Accelerating the guidance of the development of the entire agricultural industrial chain "; the Guangdong Provincial Government issued the" Ten Measures on Accelerating the Promoting High -quality Development of the Prefabricated Cuisine Industry ".

As the popularity of prefabricated dishes has risen all the way, capital is also accelerating. Big data of red meals shows that from 2021 to 2022, more than 40 financing incidents occurred in the prefabricated vegetable field, and the first listed company of the prefabricated vegetable track was also born. In April 2021, Zhizhi Xiang was listed on A shares and became a "prefabricated prefabricated production production system to become a" prefabricated production system. The first stock of the dishes ".

(4) The prefabricated dishes have their own advantages, and the C -end market potential is huge

From the perspective of the industry's competitive pattern, in addition to professional prefabricated vegetable companies, downstream food companies, fresh e -commerce companies, and upstream agricultural animal husbandry and aquatic companies, quick -frozen food and other enterprises in the prefabricated vegetable field are actively expanding the prefabricated vegetable business.

Professional prefabricated vegetable companies have been cultivating in the industry for many years, and the product system is relatively complete. It has a certain consumer base on the B -end and C -end market. And well -known food companies such as Guangzhou Restaurant and East Po, Meizhou, have the brand effect, and their prefabricated products have a strong attraction for C -side consumers in terms of quality and taste. However, the layout of food companies needs to build a supply chain, warehousing and logistics system, and also need to laid retail sales channels, which is higher for small and medium -sized food -consuming companies.

The advantage of the layout of prefabricated dishes is a complete front -position warehouse construction and logistics distribution system. It can touch consumers with its own channels, and its prefabricated products can be combined with fresh freshness. At present, the fresh e -commerce platform represented by Hema, Meituan, and Ding Dong's vegetables has performed well in the prefabricated market. Agricultural and animal husbandry and aquatic enterprises have the advantages of raw materials for prefabricated dishes, and the construction of the industrial chain is relatively complete. The advantage of quick -frozen food companies to make prefabricated dishes is advanced frozen technology and more comprehensive distribution networks.

According to data from the Foresight Industry Research Institute, the market proportion of Chinese prefabricated vegetable companies TOB and TOC is about 8: 2. Among them, the B -end market layout is earlier, the target customer base has a high acceptance of prefabricated dishes, the market capacity is huge, but there is still room for further expansion. The C -end market is still in its infancy. Now Under the influence, it ushered in the development of development, and there may be greater development potential in the future.

3. The development of basic condiments is stable, and compound and customized into a new trend

In recent years, as the dietary needs of Chinese residents have become more and more diversified, the condiment industry has developed rapidly. According to the data of Ai Media Consultation, the market size of my country's condiments industry increased from 259.5 billion yuan in 2014 to 459.4 billion yuan in 2021, and the market size was expected to reach 513.3 billion yuan in 2022.

(1) The development of basic condiments has stabilized, and the heat of composite condiments has risen

After years of development, the condiment market has formed many categories. From the perspective of development, the development of basic condiments has stabilized. Among them, the development of soy sauce types is the most mature. Several head companies have appeared, and the market has continued to focus on the heads, such as Haitian and Li Jinji. At present, in terms of major condiments in my country, the composite seasoning market is the only session segment that has not yet been formed and is still in the cultivation period. Some market size is small, and it is already in a mature period or even recession.

(2) The size of the composite condiment is over 100 billion yuan, and the growth rate of Chinese composite condiments is the highest.

According to Ai Media Consultation, the size of my country's composite condiments has continued to grow, from 65.4 billion yuan in 2014 to 158.8 billion yuan in 2021, and it is expected that the market size in 2022 will reach 178.6 billion yuan.

According to Ai Media Consultation, in my country's composite condiments, Chinese composite condiments accounted for the largest market share, accounting for more than 70%, of which the hot pot base and Sichuan cuisine accounted for more than 40%of the market share of Chinese composite condiments. In recent years, the popularity of hot pot and Chinese food, especially Sichuan cuisine, has continued to rise, and Chinese composite condiments are very popular with consumers, and the market size has achieved rapid growth.

(3) The compound seasoning market is decentralized, takeaway, standardization increases customized needs

With the increasing competition in the catering market, the demand for differentiated products has increased, and customization has become a major development trend in the condiment industry. At present, in order to cope with the requirements of catering standardization, convenience and low -cost requirements, catering companies, especially catering chain companies, have given birth to catering custom seasoning models, and a group of catering custom -based flavor solutions have emerged.

A large number of enterprises that are mainly condiments have emerged in China. They mainly serve catering companies, especially chain catering companies. There are more than 40 output value in more than 100 million, mainly concentrated in Sichuan, Guangdong, Beijing and other places. Large scale such as Qingdao Richen, Sichuan Xinya Xuan, and Beijing St. Lun.

4. Catering SaaS becomes the mainstream of the industry, and the penetration rate of intelligent ordering, payment and other businesses is high

(1) Open upstream and downstream of the industrial chain and promote the integration of full business

In the past, some SaaS companies chose to specialize in a certain field in the links of cashier, inventory management or supply chain. However, the ceiling of such enterprises is low, and the homogeneity is high, and it is difficult to grab larger market share.

After entering the SaaS track such as Meituan and Ali, with the huge resources and strong R & D strength, it has strengthened the series of raw material procurement, store operations, and customer service in the software system. Realize the unified management of data such as business and funds in the system, and effectively improve operating efficiency.

(2) The industry pattern tends to be stable, and the market is concentrated in the head enterprises

Since 2021, the catering industry has ushered in a capital boom, and catering SaaS companies have also received capital attention. According to big data, from 2021 to 2022, a total of 11 financing and mergers and acquisitions occurred in the field of catering SaaS.

After experiencing the "price war" in 2018, the industry structure of the catering SaaS tended to stabilize, and the market concentrated on several heads. The two major Internet giants, Meituan and Ali, are the main platform strategy. They combine catering SaaS products with the main business to form a strategic synergy effect. Dining SaaS's heads have now completed the layout through investment, mergers and acquisitions, self -construction and other methods to quickly seize market share.

5. Cold chain logistics distribution has entered a period of rapid development, and capital has poured in

In recent years, with the chain of the catering industry, the rise of prefabricated dishes and fresh e -commerce, and consumers' requirements for food quality have been greatly improved, coupled with the support of government policies, my country's cold chain logistics industry has developed rapidly. According to data from the China Wood Union Cold Chain Committee, the size of my country's cold chain logistics market increased year by year from 2015 to 2019, with an average annual compound growth rate of about 17%. The market size of 2020 exceeded 380 billion yuan, an increase of 13.0%year-on-year. The scale has exceeded 400 billion yuan.

At the same time, capital is also very enthusiastic about the cold chain logistics industry, effectively promoting the development of cold chain logistics. According to the statistics of red meals, a total of seven catering cold chains have occurred since 2021, of which 6 of the financing amount has reached 100 million yuan.

Generally speaking, establishing an effective cold chain logistics network is of great significance for improving the supply chain collaborative effect and guiding the development of upstream and downstream industries.

The development trend of catering in the post -epidemic era

With the normalization of the epidemic prevention and control, while the scale of the catering market is continuously expanded, the digital trend of the catering industry will become more and more obvious. At the same time, the trend of ecological and capitalization will be further strengthened. Catering brings new development opportunities.

1. The ecological trend of the catering industry is gradually significantly, and the path of the upstream and downstream full chain is gradually clear.

In recent years, upstream and downstream companies have adjusted the development ideas of focusing on a single field and developed in a diversified direction. my country's catering industry has shown a vitality trend. Unicorn -type ecological groups have appeared one after another, the development of multiple brands horizontally, and has a strong industrial chain integration capabilities.

2. Digital transformation of the catering industry accelerates, start a new era of refined operation

In the post -epidemic era, digital growth will become an important barriers for catering companies and other brands. On the consumer side, the impact of the epidemic has changed consumer concepts, habits, and behaviors. More and more enterprises rely on digital tools and means to provide products and services with multi -scenario integration of online and offline. Explorer's advanced brands are building a new consumer -centric new touch, interaction, service and performance model, guiding channels, partners, and terminals to sort out new business models to improve the entire efficiency and user experience. 3. Capital plus the catering industry

With the gradual improvement of the standardization and scale of the catering industry, the digital penetration rate of enterprises has continued to increase. In this context, capital has continued to rise in the catering industry, and more and more companies have received olive branches thrown by capital. According to the big data of red meals, in the year and a half from 2021 to 2022, there are more than 450 of more than 450 food chains, catering service providers, condiments, plant bases, and logistics distribution financing events in more than 450. 43.4%, a single financing amount was up to 800 million US dollars.

Conclusion

Throughout the context of the development of the catering industry this year, a fact will be found, that is, the competition of catering is more and more heated. Whether it is serious inner roll or cross -border harvesting, it means that catering is a track that is optimistic about the public as the consumption of consumption.

The road ahead is long, the reunion is far away, and the future can be expected! We believe that through continuous exploration and practice, the Chinese catering industry will find the road that suits them. Although business competition itself is cruel, it is precisely such a mechanism that it will monitor a century -old enterprise that can stand the test of time!

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