On August 10th, the China Catering Development Report 2023 (hereinafter referred to as the Report) was released. According to statistics, the revenue of China's catering industry exceeded 2.4 trillion RMB in the first half of 2023, up 21.4% year on year.

The Report interprets the categories and industry of the catering services from the perspectives of market scale, competition patterns, financing situation of different categories, regional distribution characteristics, per capita consumption, consumer reviews and so on.

According to the Report, the national catering revenue in the first half of 2023 has exceeded 2.4 trillion RMB, up 21.4% year on year, far higher than the 8.2% growth of total retail sales of consumer goods. Meanwhile, the proportion of national catering revenue in total retail sales of consumer goods has recovered to 10.7%.

Among them, categories like coffee drinks, tea drinks and barbecue are developing rapidly. Luckin Coffee has become the first coffee drink brand with 10,000 stores in China. As new tea drinks entered the era featuring "high quality and fair price", the supply chain has become the key to the success of these tea drink brands. While at the same time, the sudden popularity of Zibo barbecue in the first half of 2023 has added momentum to the whole barbecue category. For barbecue brands, standardizing the supply of food materials may become the key to breakthroughs in the future.

In terms of financing, the total amount of financing disclosed in the first half of 2023 recorded only 5.49 billion RMB, a decrease of 63.0% year-on-year. Besides, investment institutions are gradually shifting their attention from downstream enterprises to upstream enterprises. Data show that from 2021 to the first half of 2023, the total amount of financing obtained by catering brands in the downstream of the supply chain has decreased from 64.8% to 32.3%; while that obtained by ingredient suppliers in the upstream has reached 23.2%, up by 11.9 percentage points compared with the same period in 2021.

2023年上半年：中国餐饮收入劲增21.4%

8月10日，《中国餐饮发展报告2023》（以下简称《报告》）发布，据统计，2023年上半年，中国餐饮收入超过2.4万亿元，同比增长21.4%。

《报告》从市场规模、行业竞争格局、品类融资情况、区域分布特色、人均消费、消费者点评等维度出发，对餐饮行业、品类、产业作出了解读。

根据《报告》，2023年上半年的全国餐饮收入超过2.4万亿元，同比增长了21.4%，远高于社会消费品零售总额的8.2%的增幅。同时，全国餐饮收入在社会消费品零售总额的比重回升至10.7%。

其中，咖饮、茶饮、烧烤等品类发展快速。瑞幸咖啡成为了我国首个万店咖饮品牌。新式茶饮进入了“质优价低”的平价化时代，供应链成为了茶饮品牌们制胜的关键。而今年上半年淄博烧烤的爆火，为整个烧烤品类的热度添了一把火。对于烧烤品牌来说，解决食材供应标准化问题或成为未来突围的关键。

在融资金额方面，2023年上半年披露融资总额仅有54.9亿元，较2022年同期减少63.0%。此外，投资机构的关注点逐渐从餐饮下游企业延伸到上游企业。数据显示，2021-2023年上半年，处于供应链下游的餐饮品牌获得的融资总额占比从64.8%减少至32.3%。而2022年处于供应链上游的食材供应商获得的融资总额占比相较2021年同期增长了11.9个百分点，达到了23.2%。

文、图｜羊城晚报全媒体记者 孙绮曼
译｜洪婷
责编｜王瑜瑛