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关于“饿了么”的报告

本报告研究涉及企业/品牌/案例:真功夫,汉堡王。
由于新冠疫情的影响,中国餐饮业受到重挫。2020年第一季度全国餐饮收入6026.3亿元,同比下跌44.3%;餐饮商家面临严峻的成本和现金流压力,商家数量下降趋势明显,预计2020年降至941.4万家。疫情对餐饮商家的经营模式和供应链提出了更高要求,为解决成本与现金流压力,餐饮行业通过结合人工智能与数字化技术,积极拓展团餐外卖业务、探索无接触配送、无人车配送、自动售货机。iiMedia Research(艾媒咨询)数据显示,91.6%的餐饮企业发力外卖业务,71.8%的企业推出无接触服务。同时,39.6%的受访网民消费欲望受疫情影响降低,仅10.7%的网民表示商家优惠政策足以刺激消费,疫情之下消费者餐饮消费欲望低迷,商家优惠措施对提振消费欲望作用不明显。未来,线上线下融合、注重业务多元化、精细化是中国餐饮业主要发展趋势。

  Chinese catering industry has plunged due to the COVID-19. The catering revenue in the first quarter of 2020 was 602.63 billion yuan, falling 44.3% year on year. Catering businesses faced severe cost and cash flow pressure, with a significant decline in the number of businesses, which is expected to drop to 9.414 million in 2020. The epidemic has put forward higher requirements for business model and supply chain of catering businesses. In order to solve the cost and cash flow pressure, the catering industry actively launched the takeout business of group meal, contactless distribution, unmanned car distribution and vending machine by combining artificial intelligence and digital technology. As the data of iiMedia Research showed, 91.6% of businesses carried out takeout business and 71.8% of businesses launched contactless service. 39.6% of the interviewed netizens' consumption desire was reduced by the epidemic, and only 10.7% of the interviewed netizens believed that the preferential measures of businesses can stimulate consumption. The consumption desire for food and beverage was reduced during the epidemic, and preferential measures of merchants have no obvious effect on boosting consumption desire. In the future, the main development trends of China catering industry will be online and offline integration, business diversification and refinement.

本报告研究涉及企业/品牌/案例:淘宝,拼多多,快手,抖音,美团,饿了么,阿里健康,新东方在线,腾讯课堂,钉钉,58同城,恒大集团,拓维信息,昂立教育,齐心集团,鸿合科技,三爱富,全通教育,会畅通讯,世纪天鸿,方直科技,三五互联,金科文化,二六三,高乐股份,智莱科技,圆通速递,佛塑科技,顺丰控股,三泰科技,外运发展,韵达股份,*ST飞马,申通快递,*ST长投,德邦股份,厦门象屿,苏宁易购,飞力达,中储股份,怡亚通,中国外运,华贸物流,铁龙物流,华鹏飞,中文在线,掌趣科技,三五互联,金科文化,昆仑万维,姚记科技,三七互娱,冰川网络,拓维信息,完美世界,芒果超媒,爱奇艺,哔哩哔哩,腾讯控股,优酷土豆,映客,斗鱼,虎牙直播,宝通科技,迅游科技,游族网络,长城动漫,世纪华通,天舟文化,东方明珠,吉比特,巨人网络,中青宝,京东生鲜,饿了么,美团买菜,叮咚买菜,每日优鲜,苏宁到家,本来生活,食行生鲜等。

2020年2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《2020年中国疫情影响下的“宅经济”发展及投资逻辑分析报告》。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2020年新冠病毒影响下的中国经济发展投资逻辑进行分析,特别对疫情利好的“宅经济”以及利空行业进行深度分析,以快递行业、在线娱乐、生鲜电商、在线教育、在线医疗、在线办公等行业案例,深入探究运行模式和发展趋势。2019年,21.3%宅家网民线上消费占总消费的比例在61%以上,宅家网民对线上消费依赖程度较高;77.1%宅家网民主要通过线上渠道进行娱乐,其中最受欢迎的是影视音乐,占比48.2%。艾媒咨询分析师认为,中国“宅经济”业态早已形成,但在2020年新春新冠状病毒疫情影响下,居民防疫隔离增加了宅在家里的时间,线上消费、线上娱乐需求增加,使得“宅经济”成为当前重要的经济发展模式。
In 2019, 21.3% of home netizens' online consumption accounted for more than 61% of total consumption, and home netizens rely heavily on online consumption; 77.1% of home netizens mainly used online channels for entertainment, the most popular of which Film and television music accounted for 48.2%. iiMedia Researchh analysts believe that China's "House Economy" format has long been formed, but under the influence of the New Year coronavirus epidemic in 2020, the quarantine of residents will increase the time spent at home, and online consumption and online entertainment demand will increase "House economy" has become an important economic development model.

本报告研究涉及企业/品牌/案例:花加,花点时间,爱上鲜花,极客修,快手阿修,我来修修,盒马鲜生,百果园,每日优鲜,阿姨帮,来人到家,无忧保姆,泰迪生活,58到家,河狸家,e袋洗,京东到家,美团,大众点评,饿了么,口碑津贴

iiMedia Research(艾媒咨询)数据显示,2018年中国数字经济占GDP比重达34.8%,其中服务业数字经济比重为35.9%,于2016年相比增长了6.3个百分点,在各行业中占比最高,增速最快。数字经济的蓬勃发展,推动着传统产业的改造提升,特别是生活服务行业,其数字化升级为中国经济发展增添了新动能。iiMedia Research(艾媒咨询)数据显示,预计2019年中国在线餐饮外卖市场规模达到2845.5亿元,生鲜电商市场规模达到1620.0亿元,互联网社区服务市场规模达到2316.1亿元,本地生活服务行业在数字化升级推动下,即将进入万亿元市场。而随着一二线城市本地生活服务市场竞争趋于白热化,未来下沉市场和场景拓展将成为本地生活平台竞争的焦点。

As the data of iiMedia Research showed, China digital economy accounted for 34.8% of GDP in 2018. The proportion of digital economy in service industry is 35.9% and increased by 6.3% compared with 2016, accounting for the highest proportion and fastest growth in all industries. The vigorous development of digital economy promotes the transformation and upgrading of traditional industries, especially the life service industry, whose digital upgrading has added new momentum to the economic development in China. As the data of iiMedia Research showed, it is estimated that the scale online take-out market in China will reach 284.55 billion yuan in 2019, the scale of fresh e-commerce market will reach 162.0 billion yuan, and the scale of Internet community service market is reaching 231.61 billion yuan. With the promotion of digital upgrading, the local life service industry will soon enter the trillion yuan market. With the fierce competition of the local life service market in the first and second tier cities, the sinking market and scenario expansion will become the focus of the competition of the local life service platforms in the future.

本报告研究涉及企业/品牌/案例:美团点评、UU跑腿、邻趣、快服务、闪送、阿里巴巴集团、蚂蚁金服集团、饿了么,菜鸟网络,顺丰,天猫,东方汇富、汇德丰、因诺资产、新达达,沃尔玛,京东,苏宁,点我达,盒马、银泰、屈臣氏、世纪联华、大润发、星巴克、瑞幸咖啡

即时配送服务在新零售概念的推行下迅速普及,其通过打通线上线下销售,建立短途物流体系,解决传统配送服务中同城配送的问题,已成为商业发展的必然趋势。2018年中国即时配送市场用户规模继续稳定增长。iiMedia Research(艾媒咨询)数据显示,2018年中国即时配送用户规模达到3.58亿人,预计2019年突破4亿人。新零售业务无疑是即时配送行业发展的重要增长点。在关于即时配送用户使用的服务品类调查中,下单生鲜水果、日用品、鲜花、文件资料等服务的用户占比均超过20%。而用户偏好新零售业务中,偏好下单如医药健康等其他品类即时配送服务的用户较2017年第一季度上升了106.1%。

With the spread of New Retail concept, the immediate delivery service has been rapidly popularized. As it solve the in-city delivery problem which emerge in the traditional delivery services by opening up online-offline sales and establishing the short-distance logistics system, it has become an inevitable trend of commercial development. In 2018, the scale of China Immediate Delivery users continued to grow steadily. As the data of iiMedia Research showed, the scale of the users has reached 358 million, and expected to exceed 400 million in 2019. New retail business is undoubtedly an important growth point in the development of Immediate Delivery industry. The results of the survey for services used by immediate delivery users showed that, the proportion of users who had relatively ordered fresh fruits, daily necessities, flowers, documents and etc. are all greater than 20%. As for the new retail services, users who prefer other types of immediate delivery services, such as medicine delivery, increased by 106.1% compared with the one in the first quarter of 2017.

本报告涉及企业/品牌包括:美团点评,饿了么,百度外卖,口碑外卖,京东到家,盒马,外卖超人,飞鸽外卖,星巴克,麦当劳麦乐送,KFC宅急送,必胜客宅急送,来一火,点我达,闪送,新达达,跑腿快车,爱鲜蜂,餐急送,掌单,商友外卖管家,食享,外卖玩家

中国外卖市场经过几年的迅速发展,外卖产业链逐步完善,餐饮外卖市场逐步成熟。iiMedia Research(艾媒咨询)数据显示,2018年中国外卖用户规模较2017年增长17.4%,达到3.58亿人,2018年外卖市场规模突破2400亿元大关,其市场发展已进入稳定增长期。“新消费”时代给外卖行业带来新的发展机遇,2018年外卖品质升级,第四季度客单价40元以上外卖订单占比达32.9%;中国在线外卖用户的城市分布重心向三四线城市移动,一线城市用户占比下降6.0%,降幅明显;而三四线及以下城市用户占比合计增加5.8%,成为外卖市场增长的新驱动力。未来外卖服务人群、场景外延,本地差异化细分成行业发展趋势。

After several years of rapid development in China's take-out market, the take-away industrial chain has gradually improved, and the market has gradually matured. As the data of iiMedia Research showed, the scale of China's take-out users increased by 17.4% in 2018 compared with 2017 and reached 358 million people. The scale of the take-out market in 2018 exceeded 240 billion yuan, and its market development has entered a period of steady growth. The “new consumption“ has brought new development opportunities to the take-out industry. In 2018, the take-out quality has been upgraded. In the fourth quarter of 2018, the customer-selling orders more than 40 yuan accounted for 32.9%; the distribution heart of China’s online take-out users is moving to the third-tier and fourth-tier cities. The proportion of users in first-tier cities decreased by 6.0%, and the decline was obvious. The proportion of users in the third-tier and fourth-tier cities increased by 5.8%, which became a new driving force for the growth of the take-out market. The future development trends of take-out industry may be the local differentiation and the extension of take-out service crowd and scene.

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