In 22, due to the outbreak of the COVID-19 epidemic, China's catering industry attracted an industrial winter, and a large number of offline restaurants were forced to close. China's catering industry also shrank for the first time, and its industry income fell to 3.95 trillion, a year-on-year decrease of 15.3%.

at the same time, the market size of online take-out industry has grown to 664.62 billion yuan, up by 15% year-on-year, accounting for 16.8% of the total catering industry, with 456 million take-out users, most of whom are still young people.

although the proportion of middle-aged and elderly take-away consumers is small, most of them are family consumption, with high single consumption amount and strong consumption level, which is expected to become a new growth point in the take-away industry in the future.

Listed companies in the online take-out industry chain: Guangzhou Restaurant (6343.SH) and Quanjude (2186.SZ)

The core data of this paper: the income change of the catering industry, the market size and proportion of the online take-out industry, the number and utilization rate of users in the online take-out industry, the number of take-out users ordering meals at different ages, and the age distribution of China take-out users

The scale of the industry has increased against the trend

. Since 212, the market scale of catering industry has grown steadily, from 2.34 trillion yuan in 212 to 4.67 trillion yuan in 219, with a compound annual growth rate of 1.38% during this period.

However, in 22, due to the outbreak of COVID-19 epidemic, China's catering industry attracted industrial winter, and a large number of offline restaurants were forced to close their doors to thank customers. China's catering industry also shrank for the first time, with industry revenue falling to 3.95 trillion, down 15.3% year-on-year.

compared with the negative growth of the whole catering industry for the first time due to the epidemic, the online take-out industry has increased instead of falling. From the beginning of the development of the take-away industry, the online take-away industry showed a rapid growth trend. From 211 to 219, the market size of the online take-away industry increased from 21.68 billion yuan to 577.93 billion yuan, with a compound growth rate of 5.74% in eight years, accounting for 1.1% to 12.4% of the overall catering industry.

In p>22, the epidemic caused offline catering stores to be forced to close, but the online take-out industry further developed rapidly. The market scale increased to 664.62 billion yuan, up 15% year-on-year, accounting for 16.8% of the total catering industry.

in terms of the number of outside users and usage rate, the number of take-away users in China has been increasing from 29 million to 418 million in 216-22, with a compound growth rate of 18.99% in four years. The take-away usage rate increased from 28.5% in 216 to 49% in 218. In 22, due to the increase in the base of the overall take-away consumer group, the usage rate declined to 42.3%.

Middle-aged and elderly people are expected to become growth points

With the continuous development of online take-out industry and the popularity of terminal Internet devices such as mobile phones, online take-out industry is rapidly spreading among young people. According to the public data of Meituan Research Institute in 22, the main online take-away consumers in China are 18-25 years old, accounting for 36.1% of the total take-away users in China. Young people aged 18 to 35 account for more than three-quarters of the total take-away users. It shows that young people are still the "main force" of selling and spending abroad.

judging from the number of take-away users in different age groups, the younger the group, the more lonely it is. After 9 years (less than 3 years old), the majority of take-away users have one meal, which is mainly due to the fact that young people generally take personal work meals, and on the other hand, it has a great relationship with the increasing proportion of single young people in China in recent years.

on the other hand, middle-aged and elderly users tend to eat with more than one person, and the proportion of people who eat with two or more during the consumption process of take-away users after 6 s and 7 s is 64.4% and 77.8% respectively. This shows that middle-aged and elderly takeaway consumers often eat at home for takeaway consumption. Therefore, in general, middle-aged and elderly take-out consumers will spend much more on single take-out than young consumers, and they have a stronger economic level and pursue health and food safety. Therefore, compared with young consumers, middle-aged and elderly take-out consumers have greater consumption potential and will probably become a new growth point in the take-out industry in the future.

for the above data, please refer to the Analysis Report on Online Takeaway Business Model and Investment Strategic Planning of China by Forward-looking Industry Research Institute.