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艾媒咨询 | 2026年中国生活服务业发展趋势及标杆企业研究报告
作为促消费、稳就业与城市生活运转的核心支撑,生活服务业持续受益于人工智能、大数据及物联网对营销获客、运营调度及交付履约等环节的全方位赋能,其效能已从单纯的线上流量匹配延伸至即时零售、无人配送与智能门店等场景革新。当前,行业版图内外卖平台、生鲜电商、餐饮连锁及本地生活服务等多元模式竞合交织,平台间对用户时长、履约效率与消费心智的争夺日趋白热化,监管框架从包容审慎向常态化、精细化规范演进。在政策端,促消费与支持平台经济健康发展的信号持续释放,为生活服务企业在技术研发、模式创新及下沉市场探索中注入了新的活力。纵观行业发展脉络,生活服务业正经历从规模扩张向效率提升与体验价值创造的跃迁,AI技术与实体场景融合的广度深度将成为进一步发展的关键支点。
全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2026年中国生活服务业发展趋势及标杆企业研究报告》数据显示,AI技术在生活服务业的应用正从营销端向运营端与交付端加速渗透,三大应用方向已初具规模。在营销端,基于用户行为数据与AI算法实现千店千面的精准推荐与个性化营销,提升转化率与复购率,典型应用包括外卖平台智能推荐、商户智能发券与会员精准运营,数据显示推荐转化率提升32%,会员复购率提升28%,头部平台已部署覆盖率达65%。在运营端,AI驱动智能调度在即时配送、出行、家政等场景广泛应用,优化路线规划、运力分配与供需匹配,大幅提升履约效率与资源利用率,是平台型企业的核心竞争壁垒,数据显示配送时长缩短18%,运力利用率提升22%,订单自动分派率提升48%。在交付端,智能烹饪设备与无人餐厅、无人仓与无人配送、智能清洁机器人等在特定场景实现人工替代,缓解人力成本压力,数据显示人力成本降低40%,试点渗透率达15%,预计3-5年规模化普及。然而,行业核心挑战在于数据积累不足、场景适配复杂度高与投入产出比不明确,短期内在营销与调度环节落地最快,长期向交付端延伸。
通过对典型企业的研究,可以更直观地了解生活服务板块各具特色的布局和差异化的发展路径。美团以其在本地生活领域的平台生态优势,依托“履约网络×商户网络”双核心壁垒,构建了连接消费者、商户与骑手的三边平台生态,通过即时配送、商户评价数据沉淀与SaaS工具及供应链服务协同,实现从流量撮合向经营赋能的跃迁;叮咚买菜作为生鲜即时零售的代表,其经营情况与估值波动深度绑定于前置仓盈利模型的优化及供应链管理能力,通过“产地直采+自有品牌”提升毛利与差异化,在30分钟履约时效与高订单密度之间寻求单仓盈利平衡,持续向全品类拓展;海底捞作为餐饮连锁服务的标杆,凭借全链路标准化运营体系、蜀海供应链整合及师徒制人才培养机制,构建了以差异化服务体验为核心的品牌壁垒,实现了门店跨区域快速复制与品质管控的协同发展。三家企业的资产结构、盈利质量与估值逻辑虽有差异,但共同指向了精细化运营、持续创新与场景化服务价值的深度挖掘。
As a core pillar supporting consumption stimulation, employment stabilization, and the smooth operation of urban life, the lifestyle services sector continues to benefit from the comprehensive empowerment provided by artificial intelligence, big data, and the Internet of Things across various aspects—including marketing and customer acquisition, operational scheduling, and delivery fulfillment. Its scope has expanded beyond mere online traffic matching to encompass innovative scenarios such as instant retail, unmanned delivery, and smart retail stores. Currently, the industry landscape is characterized by a complex interplay of competitive and collaborative dynamics among diverse business models—such as food delivery platforms, fresh produce e-commerce platforms, restaurant chains, and local lifestyle service providers. The competition among these platforms for user engagement duration, fulfillment efficiency, and consumer behavior is intensifying, while the regulatory framework is evolving from a tolerant and prudent approach toward more normalization and refined oversight. On the policy front, signals encouraging consumption growth and supporting the healthy development of the platform economy continue to emerge, injecting new vitality into lifestyle service enterprises in their efforts toward technological R&D, model innovation, and exploration of lower-tier markets. Looking at the overall development trajectory of the industry, the lifestyle services sector is undergoing a transition from scale expansion to a focus on efficiency enhancement and experience value creation; the breadth and depth of integrating AI technologies into physical business scenarios will serve as a key lever for further growth.
According to data from the latest "2026 China Lifestyle Services Industry Development Trends and Benchmark Enterprise Research Report" released by iiMedia Research, a globally leading third-party data mining and analysis firm specializing in the new economy sector, the application of AI technology within the lifestyle services industry is accelerating its penetration from the marketing domain to the operational and delivery domains, with three major application areas already taking shape. On the marketing front, leveraging user behavior data and AI algorithms enables precise, personalized recommendations and tailored marketing strategies across thousands of stores, thereby boosting conversion and repeat purchase rates. Typical applications include intelligent recommendation systems on food delivery platforms, automated coupon distribution for merchants, and targeted membership management; data shows that recommendation-driven conversion rates increased by 32% and membership repeat purchase rates rose by 28%, with leading platforms having deployed these solutions across a coverage rate of 65%. On the operations front, AI-driven intelligent scheduling is widely adopted in scenarios such as instant delivery, mobility services, and household services; it optimizes route planning, transport capacity allocation, and supply-demand matching, significantly enhancing fulfillment efficiency and resource utilization – serving as a core competitive advantage for platform-based enterprises. Data indicates that delivery times were shortened by 18%, transport capacity utilization rates increased by 22%, and the automated order dispatching rate rose by 48%. On the delivery front, intelligent cooking equipment, unmanned restaurants, unmanned warehouses and delivery systems, and smart cleaning robots are being used to replace human labor in specific scenarios, alleviating the pressure of labor costs; data shows that labor costs were reduced by 40%, the pilot deployment rate reached 15%, and large-scale adoption is expected within the next 3–5 years. However, the industry's core challenges include insufficient data accumulation, high complexity in scenario adaptation, and an unclear return on investment (ROI) profile; therefore, the most rapid implementation is likely to occur in the marketing and scheduling segments in the short term, with long-term expansion expected into the delivery segment.
Through case studies of representative enterprises, one can gain a more intuitive understanding of the distinctive strategic layouts and differentiated development pathways within the lifestyle services sector. Leveraging its platform ecosystem advantages in the local living services sector and its dual-core competitive moat consisting of the "Delivery Network × Merchant Network," Meituan has built a tripartite platform ecosystem that connects consumers, merchants, and delivery riders. By integrating instant delivery services, the accumulation of merchant review data, SaaS tools, and supply chain services, the company has achieved a strategic shift from traffic matching to operational empowerment. As a representative player in the fresh produce instant retail sector, Dingdong Maicai's business performance and valuation fluctuations are closely tied to the optimization of its front-end warehouse profitability model and its supply chain management capabilities. Through a "direct sourcing from production sites + proprietary brand" strategy, the company enhances its gross margin and differentiation, seeking a profitable balance between a 30-minute delivery timeframe and high order density, while continuously expanding its portfolio across all product categories. Haidilao, as a benchmark for restaurant chain services, has established a brand barrier centered on differentiated service experiences through its end-to-end standardized operational system, Shuhai supply chain integration, and a mentorship-based talent development mechanism, enabling the simultaneous rapid cross-regional expansion of its stores and the coordinated advancement of quality control. Although the three companies differ in their asset structures, profit quality, and valuation logic, they all share a common focus on refined operations, continuous innovation, and the deep exploration of scenario-based service value. -
艾媒咨询 | 2025年中国洗浴服务消费市场调查数据
当前,中国洗浴服务消费市场正从单一清洁功能,向集休闲、社交、餐饮、养生于一体的复合型体验经济转型。消费者愈发注重洗浴服务的品质化与个性化,价格接受度稳步提升。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国洗浴服务消费市场调查数据》显示,2024年中国情绪经济市场规模达23077.67亿元,预计2029年将突破4.5万亿元;此外,2024年中国O2O市场规模为33076.1亿元,同比增长18.7%,预计2028年中国O2O市场规模有望突破5.9万亿元。情绪经济升温推动洗浴场所升级为 “情绪疗愈空间”,O2O 的高速增长则打通高效获客与服务优化通道,双向赋能下行业线上线下融合进程持续加速。
在2025年中国消费者最常选择的洗浴场所类型中,综合型洗浴中心占比最高,达到40.27%;其次是高端洗浴会所,占比为23.94%。此外,在消费者必选的核心服务项目中,搓澡(含普通搓澡、特色搓澡)占比最高,达到55.70%。其次是桑拿/汗蒸,占比为48.32%。这表明,当前洗浴消费呈现“体验多元化”与“需求核心化”并存的特征。综合型洗浴中心因其一站式服务能力最受青睐,而搓澡、桑拿等传统项目作为“经典必选项”仍占据不可动摇的地位。未来行业需在丰富业态组合的同时,持续夯实核心服务的专业品质与体验升级。
艾媒咨询分析师认为,未来中国洗浴服务行业将朝着健康化、智能化、多元化方向深度发展,从单一清洁功能转向综合休闲体验。健康养生成为核心,会融合中医理疗、水疗等专业服务,满足消费者保健需求;科技赋能持续深化,智能预约、大数据个性化推荐等技术会提升服务效率与体验;同时,行业跨界融合加速,结合餐饮、亲子、社交等场景打造“洗浴+”模式,还会融入地方文化打造特色体验,成为都市人群休闲社交的重要选择。
At present, the Chinese bath service consumption market is transforming from a single cleaning function to a composite experience economy integrating leisure, socializing, dining, and health preservation. Consumers are increasingly emphasizing the quality and personalization of bath services, and their price acceptance is steadily increasing. According to the latest "2025 China Bath Service Consumption Market Survey Data" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the scale of the Chinese emotional economy market reached 2,307.767 billion yuan in 2024 and is expected to exceed 4.5 trillion yuan by 2029. Additionally, the scale of the Chinese O2O market was 3,307.61 billion yuan in 2024, growing by 18.7% year-on-year, and is projected to exceed 5.9 trillion yuan by 2028. The warming of the emotional economy is driving bath places to upgrade into "emotional healing spaces", while the rapid growth of O2O is opening up efficient customer acquisition and service optimization channels. Under the dual empowerment, the process of online and offline integration in the industry is continuously accelerating.
Among the types of bath places that Chinese consumers most frequently choose in 2025, comprehensive bath centers have the highest proportion, reaching 40.27%; followed by high-end bath clubs, accounting for 23.94%. Additionally, among the core service items that consumers must choose, scrubbing (including regular scrubbing and special scrubbing) has the highest proportion, reaching 55.70%; followed by sauna/hot steam, accounting for 48.32%. This indicates that the current bath consumption presents a coexistence of "diversified experiences" and "core demand". Comprehensive bath centers are the most favored due to their one-stop service capabilities, while traditional services such as scrubbing and sauna remain indispensable as "classic must-haves". In the future, the industry needs to enrich its business combinations while continuously enhancing the professional quality and experience upgrade of core services.
Analysts from iiMedia Research believe that in the future, the Chinese bath service industry will deeply develop in the directions of health, intelligence, and diversification, shifting from a single cleaning function to a comprehensive leisure experience. Health preservation will become the core, integrating professional services such as traditional Chinese medicine therapy and hydrotherapy to meet consumers' health care needs; technological empowerment will continue to deepen, with technologies like intelligent reservation and big data personalized recommendations enhancing service efficiency and experience; at the same time, the industry's cross-border integration will accelerate, creating "bath +" models by combining with dining, family, and social interaction scenarios, and integrating local culture to create distinctive experiences, becoming an important choice for urban residents' leisure and social interaction. -
艾媒咨询 | 2025年中国推拿行业发展状况与消费行为调查数据
当前,中国推拿行业正迎来快速发展期。传统中医推拿与现代健康理念深度融合,消费群体从以中老年为主扩展至年轻白领,推动服务向专业化、细分化和品牌化升级。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国推拿行业发展状况与消费行为调查数据》显示,在政策支持、技术革新和消费需求升级的共同驱动下,中国大健康产业正步入一个规模持续扩张、内涵不断丰富、模式日趋创新的黄金发展期。推拿行业作为大健康产业的重要组成部分,深度融入健康管理、康复和养生服务领域,未来市场空间将进一步扩大。
在2025年中国消费者定期接受推拿服务的调查中,93.37%的消费者表示“会”定期接受推拿服务,而只有6.63%的消费者表示“不会”。这表明绝大多数中国消费者倾向于定期接受推拿服务。此外,在2025年中国消费者选择推拿或按摩服务时关注的具体服务细节中,技师的专业资质(如中医推拿师资格证、从业年限)以61.44%的占比成为消费者最关注的因素。其次是推拿手法的针对性(如针对颈肩/腰椎/疲劳的定制化手法),占比61.33%,与专业资质几乎持平。服务环境的卫生程度(如床品消毒、房间通风)占比46.52%,位列第三。这些数据表明,中国推拿消费市场正朝着专业化、功能化和理性化方向发展,“技术信任”取代“环境偏好”成为消费者选择的首要依据,推动行业从体验型服务向基于专业价值的健康管理转型。
艾媒咨询分析师认为,中国推拿行业未来将呈现专业化、科技化与融合化三大发展趋势。政策引导与标准化进程加速,推动从业人员持证上岗与技能分级成为常态,“专业资质”成为消费决策核心。技术赋能深化,AI助力的智能推拿设备与线上预约、健康管理平台广泛结合,提升服务可及性与个性化体验。消费群体持续年轻化,推动服务向“推拿+”多元场景延伸,与运动康复、职场健康、情绪疗愈等需求紧密结合。与此同时,品牌化与连锁化进程提速,推动行业从分散走向集中,兼具中医底蕴与现代健康管理理念的优质服务商将引领市场升级。
At present, the Chinese massage industry is experiencing a period of rapid development. Traditional Chinese massage and modern health concepts are deeply integrated, and the consumer base has expanded from mainly middle-aged and elderly people to young white-collar workers, driving the service towards professionalization, specialization and branding. According to the latest "2025 China Massage Industry Development Status and Consumer Behavior Survey Data" released by iiMedia Research, a leading third-party data mining and analysis agency for the new economy industry, under the joint drive of policy support, technological innovation and upgraded consumer demand, China's big health industry is entering a golden development period of continuous scale expansion, enriched connotation and increasingly innovative models. As an important part of the big health industry, the massage industry is deeply integrated into the fields of health management, rehabilitation and health preservation, and its future market space will further expand.
In the 2025 survey on Chinese consumers' regular massage service consumption, 93.37% of consumers said they "would" regularly receive massage services, while only 6.63% said they "would not". This indicates that the vast majority of Chinese consumers tend to receive regular massage services. In addition, among the specific service details that Chinese consumers pay attention to when choosing massage or massage services in 2025, the professional qualifications of the technicians (such as the qualification certificate of traditional Chinese massage therapists and years of service) have become the most concerned factor by consumers, with a proportion of 61.44%. The second is the targeted nature of the massage techniques (such as customized techniques for neck and shoulder, lumbar vertebrae, and fatigue), with a proportion of 61.33%, almost equal to professional qualifications. The hygiene level of the service environment (such as bed linen disinfection and room ventilation) accounts for 46.52%, ranking third. These data indicate that the Chinese massage consumption market is moving towards professionalization, functionalization and rationalization. "Technical trust" has replaced "environmental preference" as the primary basis for consumer choice, promoting the industry's transformation from experience-based services to health management based on professional value.
Analysts from iiMedia Research believe that the Chinese massage industry will present three major development trends in the future: professionalization, technologicalization and integration. Policy guidance and the acceleration of the standardization process will make it a norm for practitioners to hold certificates and have skill grading, with "professional qualifications" becoming the core of consumer decision-making. The deepening of technology empowerment, with the wide integration of AI-assisted intelligent massage equipment and online appointment and health management platforms, will enhance service accessibility and personalized experience. The continuous youngening of the consumer base will drive services to extend to "massage +" multi-scenario applications, closely combining with needs such as sports rehabilitation, workplace health and emotional therapy. At the same time, the acceleration of branding and chain processes will drive the industry from dispersion to concentration, with high-quality service providers that combine traditional Chinese medicine heritage and modern health management concepts leading the market upgrade. -
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