资源描述
2009 1210 2023 05 24 2020-2022 879/863/775-12.01%/-1.82%/-10.2%2023 3 788 2022 13 21 2015-2016 307 265 2012 2021 3.53+=+=+sku+/Q1 59 46 13/2020 1 4 500 22 22 2022 5 010-66500993 S0360517040002%()3 0.00()198.27 0.02()119.03 0.02%1M 6M 12M-16.2%10.7%46.7%-14.7%5.4%49.4%2022-10-24 2022-09-26 2022-07-28-13%29%71%113%22/05 22/08 22/10 22/12 23/03 23/052022-05-232023-05-23 300 2009 1210 2.4.4 21H.6.6.7 1.9 2/.10.11.12 WUCXvMnQnOoPtNtQnQoRmN7NaO8OnPnNmOtQjMoOmRiNtRtO7NoOzRwMnOqMxNnOsO 2009 1210 3 1 2019-23Q1/.4 2 2019-23Q1/.4 3.4 4 2018-2022 5.4 5 22.5 6 18-22.5 7 2018-2022.5 8.6 9.6 10.7 11.7 12.8 13.8 14.8 15.9 16 2022-2023.02.9 17.10 18.10 19 22 GMV TOP 10.10 20.11 2009 1210 4 2020-2022 879/863/775-12.01%/-1.82%/-10.2%2023 3 788 2022 13 1 2019-23Q1/2 2019-23Q1/2018 12%2022 19%2022 18-22 15pct/9pct/8pct 44%/20%/14%3 4 2018-2022 5 2023 2023 9998798637757880200400600800100012002019 2020 2021 2022 2023Q1-200-10001002003004005002019 2020 2021 2022 2023Q1新开 闭店 净增长12%13%15%18%19%0%2%4%6%8%10%12%14%16%18%20%2018 2019 2020 2021 2022 2009 1210 5 22 5000-10000 45%11-100 3-10 15%40%18-22 8.5%/8%/7.9%/8.0%5 22 6 18-22 2023 2023 51%14.4%7.7%6.9%5.6%2018-2022 136.6%45.5%/41.3%/38.4%/38.1%/32.7%7 2018-2022 2023-1%45%-6%-15%-10%15%40%-20.00%0.00%20.00%40.00%60.00%万店以上5001-10000 家店1001-5000 家店501-1000 家店101-500 家店11-100 家店3-10家店6.8%8.5%7.2%8.0%7.9%8.0%0%5%10%15%20%25%30%2018 2020 2022 5 年增长百分点 2009 1210 6 21H 2015-2016 307 265 2012 2021 3.53 8 2023 9 IT 2023+sku+344413830726518619912714417915613.38 16.36130.2285250.54381.91479.71312.97256.26632.56228.740100200300400500600700050100150200250300350投资事件数量 投资金额/亿元0.39 0.370.94 0.93 0.952.052.412.461.783.531.47-5.1%154.1%-1.1%2.2%115.8%17.6%2.1%-27.6%98.3%-58.4%-100%-50%0%50%100%150%200%0.00.51.01.52.02.53.03.54.0近十年餐饮行业单笔融资金额 同比变化 2009 1210 7 22 23 2 1.8 6.7 1980 10 11/2.8 6.6 1.8 6.7 2022-2023.02 2271 4715 3648 5210/36/1669/88/476/24/373/70/1360/67/459/90/255/84/299/82/281/79/273/79/509/67/510/78/180 2023/05/24/2022 2009 1210 8 6.3%2.9%1-2 8429 9.2%2019 16.2%2019 61%12 2023/17.32%46.28%2023Q1 40%20%36%13 14 2022-2023.02 LBS/0.4%1.0%2.8%4.6%8.5%14.6%17.5%20.1%23.4%25.9%0%1%2%3%4%5%6%7%0%5%10%15%20%25%30%在线交易占比 在线交易占比变化（右轴）7.45%17.32%31.91%36.83%46.28%0.00%10.00%20.00%30.00%40.00%50.00%2018 2019 2020 2021 202220%30%32%39%36%0%10%20%30%40%50%2019 2020 2021 2022 2023Q1 2009 1210 9 15 16 2022-2023.02&2023 1/SKU OK 19.9 SPA OK+2009 1210 10 17 SPA 19.9 26 SPA 19.9 19.9 SPA 19.9 2023/05 2/LBS 2022 GMV 10 6 18 19 22 GMV TOP 10&2023&2022 2009 1210 11 Q1 59 46 13/2020 1 4 500 22 22 2022 5 20 2020 2020 202207 202305 202301-202304 202207-202305 2020-202305 1400+12000+14921 15076 155 3076 1200+4600+3860 3925 65-675 1000+4600+5300 5695 395 1095 760+1500+2506 2549 94 43 1049 1500+20000+13646 12165 102-1481-7835 3600+16600+20108 20155 100-31 3477 900+7600+8753 9607 737 854 2007 700+5000+4803 5646 77 883 686 720+5300+5180 5656 119 476 356 4700+11700+22341 23923 629 1582 12223 3000+6000+6555 6716 386 161 716 1300+4200+6483 7219 520 736 3019 CoCo 840+4500+4831 4550 99-281 50 1500+3500+3849 4319 801 470 819 1 750+3200+3621 3401 7-220 201 1400+2500+5729 6652 405 923 4152 780+2300+4539 6276 885 1737 3976 760+1800+2285 2180 60-105 380 1900+4200+4645 4130 106-515-70 1200+4500+6903 9500 1125 2597 5000 550+5300+6594 7096 221 502 1796 2023/05/24 2023/05 2022 2009 1210 12 2009 1210 13 2016 2017 2017 2017 2020 2021 2021 2022 2009 1210 14 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 15(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
展开阅读全文