本报告研究涉及企业/品牌/案例：伊利集团、蒙牛集团、飞鹤乳业、光明乳业；其他提及企业/品牌：Vinamilk、TH True Milk、Moc Chau Milk、NutiFood、Hanoimilk、澳优、健合集团、中国圣牧、现代牧业、西部牧业、和路雪、梦龙、Grom、特仑苏、金典、三元、旺仔、辉山、完达山、维他奶等
2020年1月21日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2019-2020中国乳业行业运行大数据及市场趋势研究报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对中国乳业的发展现状、国际贸易环境和上下游进行深度分析，并且以蒙牛集团、光明乳业、伊利集团、飞鹤乳业等上市公司作为典型案例进行商情分析，深入研究中国乳业行业运行模式和发展趋势。2019年10月，全国监测城市鲜奶平均零售价格每斤为5.40元，环比涨0.4%，同比涨1.9%。其中，袋装鲜奶每斤4.96元，环比涨0.4%，同比涨1.6%。盒装鲜奶每斤5.84元，环比涨0.3%，同比涨2.1%。艾媒咨询分析师认为，随着对鲜奶的认识越发深入，消费者对鲜奶的需求量不断扩大，中国鲜奶市场将持续增长，预计到2020年鲜奶零售价将保持稳步增长的趋势。
The report conducts an in-depth analysis of the development status, international trade environment, and upstream and downstream of China's dairy industry. Group companies, Feihe Dairy and other listed companies conduct business analysis as typical cases, and in-depth study of the operation mode and development trend of China's dairy industry. In October 2019, the average retail price of fresh milk in monitored cities nationwide was 5.40 yuan per catty, up 0.4% month-on-month and 1.9% year-on-year. Among them, bagged fresh milk was 4.96 yuan per catty, up 0.4% month-on-month and 1.6% year-on-year. Boxed fresh milk was 5.84 yuan per catty, up 0.3% month-on-month and 2.1% year-on-year. iiMedia Research Consulting analysts believe that as the understanding of fresh milk deepens and consumer demand for fresh milk continues to expand, the Chinese fresh milk market will continue to grow, and it is expected that the retail price of fresh milk will maintain a steady growth trend by 2020 .
2020年1月15日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020-2021年中国酒类行业发展状况与竞争态势分析报告》。报告根据艾媒咨询商业情报数据库、北极星互联网产品分析系统、艾媒商情舆情数据监测系统基础数据，将青岛啤酒、重庆啤酒、通葡股份、张裕集团、贵州茅台、五粮液、泸州老窖、洋河股份等酒类上市公司作为典型案例进行商情分析，深入研究中国三大酒类商业运作模式。iiMedia Research(艾媒咨询)数据显示，2019年1-11月规模以上企业白酒产量698.0万千升(折65度，商品量)，同比增长0.5%;啤酒产量3524.7万千升，同比增长1.0%;葡萄酒产量37.2万千升，同比下降12.1%。葡萄酒产量出现显著下滑，与进口葡萄酒的竞争和挤压有关。
The report includes Tsingtao Beer, Chongqing Beer, Tongpu, Changyu Group, Guizhou Maotai, Wuliangye, Luzhou Laojiao, Yanghe As a typical case, listed liquor companies such as stocks conduct business analysis, and in-depth study of China's three major liquor business operation models. According to data from iiMedia Research, from January to November 2019, the liquor production of enterprises above the designated size was 6.978 million kiloliters (65 degrees off, commodity volume), a year-on-year increase of 0.5%; beer production was 35.247 million kiloliters, a year-on-year increase of 1.0%. ; Wine output was 372,000 thousand liters, a year-on-year decrease of 12.1%. The significant decline in wine production is related to competition and squeeze from imported wines.
本报告研究涉及企业/品牌/案例：鸿骏膳食,深圳中快,千喜鹤,华鼎团膳,雄伟科技,禧云国际,荷特宝,嘉兴海胜商务咨询合伙企业(有限合伙),杭州海邦新湖人才创业投资合伙企业(有限合伙）,蚂蚁金服 ,口碑网,鼎晖投资,安持资本,企源科技,安持资本,中国智能,华商欣谷,吃几顿,满客宝,怪蜀黍,哇鹰网络,有得食,平安云厨,正勤资本,天使湾（领投） ,杭州多牛资本 ,汇光资本,佳沃集团
At present, Chinese group meal enterprises are concentrated in the economically developed provinces and cities along the southeast coast, as well as in regions with more universities (such as Sichuan, Henan, Shaanxi, Hubei, etc.), of which Guangdong, Jiangsu and Shanghai rank in the top three. However, the northwest, northeast and southwest regions are less affected by the degree of commercial economic development, population density and educational development. IiMedia Research shows that about half of the users interviewed for canteen meals believe that the canteen is close to each other and has fast food delivery and obvious price advantage, but the quality, taste and plate setting need to be improved. Among enterprise users, more than 25% of the interviewees had experienced group meals such as staff group meals, enterprise buffet meals, afternoon tea breaks and activity meals. Ai Mei's consulting analysts believe that group meals, as a form of employee benefits, will gradually expand the market demand in the future and the group meal market will continue to grow.
iiMedia Research（艾媒咨询）数据显示，2019年中国即时配送用户规模有望突破4亿人大关，达到4.21亿人，分钟级即时配送大战进入白热化阶段。随着即时配送服务覆盖商品类型不断丰富，非餐品类即时配送服务需求急速上升。iiMedia Research（艾媒咨询）数据显示，2019上半年偏好日用品、文件资料等非餐品类服务的受访用户占比较2018上半年涨幅均超3%，其中偏好日用品的用户涨幅超4%。但随着即时配送服务覆盖至人们日常生活的多个方面，同质化问题也随之凸显，未来平台应着眼于精细化运营，基于自身优势，为商户、消费者提供差异化的增值服务。
As the data of iiMedia Research showed, the scale of China Immediate Delivery users is expected to break through the 400 million mark in 2019, reaching 421 million people. Meanwhile, the competition among minute-level immediate delivery platforms has entered a white-hot stage. With the continuous enrichment of the types of goods covered by the immediate delivery services, the demand for non-meal immediate delivery services has risen sharply. As the data of iiMedia Research showed, the proportion of interviewed users who preferred non-meal services such as daily necessities, documents in the first half of 2019 increased by more than 3% compared with the first half of 2018, and the proportion of those who preferred dialy necessities increased by more than 4%. But as the immediate delivery service covers many aspects of our daily life, the problem of homogeneity it also highlighted. The future platform should focus on fine operation and provide differentiated value-added services for merchants and consumers based on its own advantages.
Consumers of the night economy not only help to boost the domestic demand of local residents, but also extend the retention time of foreign tourists, business office workers, etc., and promote local economic development. At present, such as London, New York, The United States has its night economic development as a cultural landmark. On the Chinese side, with the development of e-commerce industry, takeaway industry and so on, night consumption demand is gradually enriched, the proportion of night consumption accounts for about the overall retail consumption process, therefore, Beijing, Shanghai, Guangzhou, Xi'an, Chengdu and so on vigorously promote night economic development. Ai media consulting analysts believe that the night consumer market will become an important area of power in recent years, but the current provision of night consumer products in a relatively small form, some investment and development is still in the early stage; to adapt to and promote the healthy development of the night economy.
iiMedia Research（艾媒咨询）数据显示， 2018年中国餐饮收入市场规模首次超过4万亿元，其中火锅市场占比不足15%，预计2020年火锅市场规模有望突破7000亿元。与中国中式餐饮市场类似，火锅餐厅市场亦属高度分散。海底捞作为中国火锅行业龙头企业，2018年营收总额为169.7亿元，市占率仍然偏低。为提升市场份额，海底捞加速在全球范围内扩张，2018年公司新增200家餐厅，门店总数达466家，较2017年增加了70.7%，中国内陆以外地区门店数量较2017年增长89.5%。公司表示仍要加大力度进行扩张，也会努力研发新品拓展收入来源。未来，海底捞的品牌力借助快速的扩张以及优秀的营销能力将进一步提升，但其面临的产品品质管理、成本控制以及跨区域经营的挑战也会加剧。
According to iiMedia Research, the market size of China's catering revenue exceeded 4 trillion yuan in 2018, of which the hot pot market accounted for less than 15%. It is expected that the size of the hot pot market will exceed 700 billion yuan in 2020. Similar to the Chinese food and beverage market, the hot pot restaurant market is also highly fragmented. As the leading enterprise in China's hot pot industry, Haidilao has a total revenue of 16.97 billion yuan in 2018, and its market share is still low. In order to increase market share, Haidilao accelerated its expansion in the world. In 2018, the company added 200 restaurants, with a total of 466 stores, an increase of 70.7% compared with 2017. The number of stores outside China's inland areas increased by 89.5% compared with 2017. The company said that it still needs to increase its efforts to expand, and will also strive to develop new products to expand its income sources. In the future, Haidilao's brand strength will be further enhanced by rapid expansion and excellent marketing capabilities, but its product quality management, cost control and cross-regional management challenges will also intensify.
本报告研究涉及企业/品牌/案例：新希望六和，书海供应链，宋小菜，链农，信良记，即刻联盟，食云集，熊猫星厨，屏芯科技，五芳斋，小龙坎，海底捞，九毛九，大龙燚，西贝筱面村，盒马生鲜，7 eleven ,FamilyMart,超级物种，小象生鲜，便利蜂，口碑，美团点评，饿了么，喜茶，泡面小食堂，华天饮食，凯瑞餐饮，广州酒家，外婆家，蓝海酒店，陶然居，木屋烧烤，丰茂烤串，阿拉提羊肉串大王，很久以前，柳叶刀烧烤，周黑鸭，全聚德，绝味食品股份有限公司，西安饮食股份有限公司，唐宫（中国）控股有限公司，上上谦，太二酸菜鱼
In 2018, the revenue of China's catering industry increased by 18.2% compared with 2017, breaking through 4 trillion yuan. There is still great prospect for the development of the catering industry in the future. At the same time, the development of the take-away industry has also provided a new market for catering. As of December 2018, the number of online take-out users in China reached 406 million, maintaining a relatively high growth rate. From the perspective of sub-categories, the number of dinner consumption is 12.9% higher than that of 2017. The pursuit of quality and diversification has become the mainstream choice; the hot pot industry continues to maintain a high growth rate, and Sichuan-style hot pot dominates the market; the barbecue industry is 26-35 years old. The segment became the main consumer group; the number of snack stores ranked first, and the quality upgrade trend was obvious; the new tea beverages grew rapidly, and the number of stores reached 410,000. According to the business data system of iiMedia Research, the concept of “smart restaurant” has a high degree of recognition in the consumer word of mouth, reflecting the trend of smart development of the catering industry in the future. In addition, the future combination of capital market and catering industry will be closer, and branding and scale will become an important development direction for China's catering industry in the future.
In 2019, the output value of China's tea production continued to rise, the export volume of exports continued to increase, and the volume of domestic sales and domestic sales continued to increase. The future development prospects of the tea industry have great potential. The Chinese tea industry has formed a full industrial chain, and at the same time formed a large-scale online tea market. By 2019, the Chinese tea online market reached 23.5 billion yuan. China's tea classic brand XIAO GUAN TEA, integrated upstream tea garden resources, and attached importance to technological innovation, the establishment of intelligent factories, the formation of large-scale tea gardens and production processing plants, harvested 400 million yuan of financing capital in 2019. In addition, the rise of the Chinese tea market has spurred the enthusiasm of the younger generation of consumers for tea consumption, such as the new tea HEYTEA, with innovative product design, good pricing strategy and precise market positioning, successfully developed new tea. The market for drinking, harvesting 400 million yuan of financing, completed the layout of 31 regions.
China's coffee market has a small stock and a large market potential. The Primary and deep processing technologies of the upstream and midstream are backward, and the downstream link lack local famous brands. With the low price strategy + diversified precision marketing strategy, Luckin Coffee has acquired a large number of users through the densely-distributed self-operated stores. By the end of 2018, the total number of stores under the Luckin Coffee line exceeded 2,000, with a consumption of 12.54 million and a sales volume of over 89.68 million. However, Luckin's current management and development model is facing a series of challenges. The main challenges: (1) China's tea culture is profound, freshly brewed coffee just has a small market; (2) Management is rough, quality of coffee is uneven; (3) Short-term funding gap is large, and profitability becomes a problem.
According to the ministry of commerce monitoring, the national retail and catering enterprises achieved sales of about 1005 billion yuan, increased 8.5% compared with last year's Spring Festival golden week . In addition, watching movies during the Spring Festival has become a must for many people in their Spring Festival entertainment activities. In terms of box office, the cumulative box office of films from February 5 to February 12 reached 6.868 billion yuan. At present, domestic consumption demand will continue to expand, the domestic economy will shift from high-speed growth to high-quality development, and the development momentum of new industries, new models and new business forms will be stronger.