截至_blank class=infotextkey>get=_blank class=infotextkey>7月_blank class=infotextkey>_blank class=infotextkey>31日,_blank class=infotextkey>get=_blank class=infotextkey>2019年_blank class=infotextkey>get=_blank class=infotextkey>国内餐饮_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>共_blank class=infotextkey>get=_blank class=infotextkey>发生_blank class=infotextkey>get=_blank class=infotextkey>融资_blank class=infotextkey>get=_blank class=infotextkey>事件47起,_blank class=infotextkey>get=_blank class=infotextkey>融资总额约66.16_blank class=infotextkey>get=_blank class=infotextkey>亿元。
梳理_blank class=infotextkey>get=_blank class=infotextkey>这些_blank class=infotextkey>get=_blank class=infotextkey>融资_blank class=infotextkey>get=_blank class=infotextkey>事件后,_blank class=infotextkey>get=_blank class=infotextkey>我们_blank class=infotextkey>get=_blank class=infotextkey>发现了餐饮_blank class=infotextkey>get=_blank class=infotextkey>融资的_blank class=infotextkey>get=_blank class=infotextkey>一些_blank class=infotextkey>get=_blank class=infotextkey>新_blank class=infotextkey>get=_blank class=infotextkey>风向。
相比_blank class=infotextkey>get=_blank class=infotextkey>去年,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>get=_blank class=infotextkey>新增_blank class=infotextkey>get=_blank class=infotextkey>酒、佐餐/调味品、_blank class=infotextkey>get=_blank class=infotextkey>社区团购和_blank class=infotextkey>get=_blank class=infotextkey>美食社交四类_blank class=infotextkey>get=_blank class=infotextkey>融资_blank class=infotextkey>get=_blank class=infotextkey>行业。
_blank class=infotextkey>gn="center">
从_blank class=infotextkey>get=_blank class=infotextkey>数据_blank class=infotextkey>get=_blank class=infotextkey>上_blank class=infotextkey>get=_blank class=infotextkey>可以看出,_blank class=infotextkey>get=_blank class=infotextkey>2019年前_blank class=infotextkey>get=_blank class=infotextkey>7月的47起_blank class=infotextkey>get=_blank class=infotextkey>融资,分别涵盖快餐/_blank class=infotextkey>get=_blank class=infotextkey>小吃、茶/咖、_blank class=infotextkey>get=_blank class=infotextkey>酒、食品饮料、佐餐/调味品、休闲零食、_blank class=infotextkey>get=_blank class=infotextkey>代餐营养品、_blank class=infotextkey>get=_blank class=infotextkey>供应链、餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务、_blank class=infotextkey>get=_blank class=infotextkey>社区团购、_blank class=infotextkey>get=_blank class=infotextkey>美食社交_blank class=infotextkey>11个细分_blank class=infotextkey>get=_blank class=infotextkey>行业。
_blank class=infotextkey>gn="center">
茶/咖 :仍受资本_blank class=infotextkey>青睐,_blank class=infotextkey>get=_blank class=infotextkey>热度_blank class=infotextkey>不减
快餐/_blank class=infotextkey>get=_blank class=infotextkey>小吃_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>共_blank class=infotextkey>get=_blank class=infotextkey>有4家_blank class=infotextkey>get=_blank class=infotextkey>企业_blank class=infotextkey>获得_blank class=infotextkey>get=_blank class=infotextkey>融资,其_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中和府捞_blank class=infotextkey>面_blank class=infotextkey>获得_blank class=infotextkey>get=_blank class=infotextkey>2.15_blank class=infotextkey>get=_blank class=infotextkey>亿元C+轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
茶/咖_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>共_blank class=infotextkey>get=_blank class=infotextkey>有8家_blank class=infotextkey>get=_blank class=infotextkey>企业_blank class=infotextkey>获得_blank class=infotextkey>get=_blank class=infotextkey>融资,总计约14.98_blank class=infotextkey>get=_blank class=infotextkey>亿元,_blank class=infotextkey>get=_blank class=infotextkey>占比_blank class=infotextkey>get=_blank class=infotextkey>2019年前_blank class=infotextkey>get=_blank class=infotextkey>7月_blank class=infotextkey>get=_blank class=infotextkey>融资总额的_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>3%,_blank class=infotextkey>get=_blank class=infotextkey>行业整_blank class=infotextkey>get=_blank class=infotextkey>体较受资本_blank class=infotextkey>青睐。
_blank class=infotextkey>获投_blank class=infotextkey>get=_blank class=infotextkey>企业_blank class=infotextkey>get=_blank class=infotextkey>中,_blank class=infotextkey>get=_blank class=infotextkey>新_blank class=infotextkey>get=_blank class=infotextkey>中式茶饮_blank class=infotextkey>get=_blank class=infotextkey>企业_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>3家,咖啡_blank class=infotextkey>get=_blank class=infotextkey>企业_blank class=infotextkey>get=_blank class=infotextkey>有5家。
前者如_blank class=infotextkey>get=_blank class=infotextkey>乐_blank class=infotextkey>get=_blank class=infotextkey>乐茶_blank class=infotextkey>获得来自祥峰_blank class=infotextkey>get=_blank class=infotextkey>投资的_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>get=_blank class=infotextkey>亿元PreA轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
后者如瑞幸咖啡_blank class=infotextkey>获得来自BlackRock的_blank class=infotextkey>get=_blank class=infotextkey>10_blank class=infotextkey>get=_blank class=infotextkey>亿元B+轮_blank class=infotextkey>get=_blank class=infotextkey>融资;连咖啡_blank class=infotextkey>获得来自启明创投、_blank class=infotextkey>get=_blank class=infotextkey>高榕资本的_blank class=infotextkey>get=_blank class=infotextkey>2.06_blank class=infotextkey>get=_blank class=infotextkey>亿元B+轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
咖啡_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>融资总额_blank class=infotextkey>get=_blank class=infotextkey>占比茶/咖_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>80%以_blank class=infotextkey>get=_blank class=infotextkey>上,_blank class=infotextkey>get=_blank class=infotextkey>融资数量_blank class=infotextkey>get=_blank class=infotextkey>占比6_blank class=infotextkey>3%。
_blank class=infotextkey>gn="center">
茶/咖_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>融资数量在_blank class=infotextkey>get=_blank class=infotextkey>2019年前_blank class=infotextkey>get=_blank class=infotextkey>7月_blank class=infotextkey>get=_blank class=infotextkey>排名_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>第一,_blank class=infotextkey>get=_blank class=infotextkey>融资总额_blank class=infotextkey>get=_blank class=infotextkey>排名_blank class=infotextkey>第二,同比_blank class=infotextkey>get=_blank class=infotextkey>增长_blank class=infotextkey>3_blank class=infotextkey>get=_blank class=infotextkey>2%。
资本_blank class=infotextkey>get=_blank class=infotextkey>如此_blank class=infotextkey>青睐茶/咖_blank class=infotextkey>get=_blank class=infotextkey>行业的_blank class=infotextkey>原因何在?在这样_blank class=infotextkey>get=_blank class=infotextkey>一个已_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>星巴克、Costa、喜茶、瑞幸、奈雪巨_blank class=infotextkey>get=_blank class=infotextkey>头昂立的_blank class=infotextkey>get=_blank class=infotextkey>行业,是否_blank class=infotextkey>get=_blank class=infotextkey>还_blank class=infotextkey>get=_blank class=infotextkey>有足够_blank class=infotextkey>get=_blank class=infotextkey>大的_blank class=infotextkey>get=_blank class=infotextkey>增长_blank class=infotextkey>get=_blank class=infotextkey>空间,是否_blank class=infotextkey>get=_blank class=infotextkey>还_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>其他玩家_blank class=infotextkey>get=_blank class=infotextkey>机_blank class=infotextkey>get=_blank class=infotextkey>会?
答案或许是_blank class=infotextkey>get=_blank class=infotextkey>肯_blank class=infotextkey>定的。
奈雪_blank class=infotextkey>get=_blank class=infotextkey>投资方天图_blank class=infotextkey>get=_blank class=infotextkey>投资的_blank class=infotextkey>get=_blank class=infotextkey>管理_blank class=infotextkey>合伙_blank class=infotextkey>get=_blank class=infotextkey>人、CEO冯卫_blank class=infotextkey>get=_blank class=infotextkey>东_blank class=infotextkey>get=_blank class=infotextkey>表示:“对于茶饮_blank class=infotextkey>get=_blank class=infotextkey>行业,此前_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大家还都在讲_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>小产_blank class=infotextkey>get=_blank class=infotextkey>地与_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>小产区的_blank class=infotextkey>get=_blank class=infotextkey>故事,碎片化_blank class=infotextkey>get=_blank class=infotextkey>严_blank class=infotextkey>get=_blank class=infotextkey>重,很难成_blank class=infotextkey>get=_blank class=infotextkey>大器,只_blank class=infotextkey>get=_blank class=infotextkey>有走到_blank class=infotextkey>get=_blank class=infotextkey>标准化的路径_blank class=infotextkey>get=_blank class=infotextkey>上,_blank class=infotextkey>get=_blank class=infotextkey>再加_blank class=infotextkey>get=_blank class=infotextkey>上与_blank class=infotextkey>get=_blank class=infotextkey>服务相结_blank class=infotextkey>合的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>体验,_blank class=infotextkey>get=_blank class=infotextkey>才能讲述_blank class=infotextkey>get=_blank class=infotextkey>大_blank class=infotextkey>get=_blank class=infotextkey>故事。”
“而资本_blank class=infotextkey>get=_blank class=infotextkey>要做的,_blank class=infotextkey>get=_blank class=infotextkey>就是_blank class=infotextkey>get=_blank class=infotextkey>推进整个_blank class=infotextkey>get=_blank class=infotextkey>行业的_blank class=infotextkey>get=_blank class=infotextkey>标准化与_blank class=infotextkey>get=_blank class=infotextkey>产业化,_blank class=infotextkey>get=_blank class=infotextkey>新_blank class=infotextkey>get=_blank class=infotextkey>中式茶饮很_blank class=infotextkey>get=_blank class=infotextkey>适_blank class=infotextkey>合讲述这样的_blank class=infotextkey>get=_blank class=infotextkey>故事,而且_blank class=infotextkey>get=_blank class=infotextkey>这个_blank class=infotextkey>get=_blank class=infotextkey>行业的失败机率_blank class=infotextkey>get=_blank class=infotextkey>没_blank class=infotextkey>get=_blank class=infotextkey>那么_blank class=infotextkey>get=_blank class=infotextkey>高,_blank class=infotextkey>get=_blank class=infotextkey>这个_blank class=infotextkey>get=_blank class=infotextkey>行业是_blank class=infotextkey>get=_blank class=infotextkey>带着毛_blank class=infotextkey>get=_blank class=infotextkey>利率在走的,_blank class=infotextkey>get=_blank class=infotextkey>线_blank class=infotextkey>get=_blank class=infotextkey>下_blank class=infotextkey>get=_blank class=infotextkey>流量_blank class=infotextkey>get=_blank class=infotextkey>可以直接反馈到账_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>上,_blank class=infotextkey>get=_blank class=infotextkey>大朗,_blank class=infotextkey>get=_blank class=infotextkey>选_blank class=infotextkey>get=_blank class=infotextkey>中了_blank class=infotextkey>get=_blank class=infotextkey>头_blank class=infotextkey>部的标的,_blank class=infotextkey>不出_blank class=infotextkey>get=_blank class=infotextkey>意外的话是赚钱的。”
短_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时间来看,资本和茶/咖_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>有着天_blank class=infotextkey>get=_blank class=infotextkey>生的密切_blank class=infotextkey>get=_blank class=infotextkey>联_blank class=infotextkey>get=_blank class=infotextkey>系,二者相依相存。茶/咖_blank class=infotextkey>get=_blank class=infotextkey>需要资本,_blank class=infotextkey>get=_blank class=infotextkey>大水坑,资本也_blank class=infotextkey>get=_blank class=infotextkey>需要茶/咖。
餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务:资本耐心_blank class=infotextkey>不足,_blank class=infotextkey>get=_blank class=infotextkey>热度_blank class=infotextkey>get=_blank class=infotextkey>降低
而在to B_blank class=infotextkey>get=_blank class=infotextkey>领域,_blank class=infotextkey>get=_blank class=infotextkey>供应链和餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务_blank class=infotextkey>get=_blank class=infotextkey>行业总_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>共_blank class=infotextkey>get=_blank class=infotextkey>有1_blank class=infotextkey>get=_blank class=infotextkey>2家_blank class=infotextkey>get=_blank class=infotextkey>企业拿到_blank class=infotextkey>get=_blank class=infotextkey>融资。其_blank class=infotextkey>get=_blank class=infotextkey>中餐饮_blank class=infotextkey>get=_blank class=infotextkey>供应链_blank class=infotextkey>get=_blank class=infotextkey>品牌_blank class=infotextkey>get=_blank class=infotextkey>信良记拿_blank class=infotextkey>get=_blank class=infotextkey>到了来自峰瑞资本、钟鼎资本的_blank class=infotextkey>3_blank class=infotextkey>get=_blank class=infotextkey>亿元C轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>共享厨_blank class=infotextkey>get=_blank class=infotextkey>房熊猫_blank class=infotextkey>get=_blank class=infotextkey>星厨_blank class=infotextkey>获得了来自_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>老_blank class=infotextkey>get=_blank class=infotextkey>虎_blank class=infotextkey>get=_blank class=infotextkey>环球_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金领投的_blank class=infotextkey>3.5_blank class=infotextkey>get=_blank class=infotextkey>亿元C轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
熊猫_blank class=infotextkey>get=_blank class=infotextkey>星厨是_blank class=infotextkey>get=_blank class=infotextkey>一家_blank class=infotextkey>get=_blank class=infotextkey>互_blank class=infotextkey>get=_blank class=infotextkey>联网餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务_blank class=infotextkey>get=_blank class=infotextkey>平台,_blank class=infotextkey>get=_blank class=infotextkey>提供餐饮_blank class=infotextkey>get=_blank class=infotextkey>品牌孵化和场_blank class=infotextkey>get=_blank class=infotextkey>地_blank class=infotextkey>get=_blank class=infotextkey>运营_blank class=infotextkey>get=_blank class=infotextkey>服务,为餐饮_blank class=infotextkey>get=_blank class=infotextkey>商户_blank class=infotextkey>get=_blank class=infotextkey>提供厨_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>租赁、线_blank class=infotextkey>get=_blank class=infotextkey>上_blank class=infotextkey>get=_blank class=infotextkey>运营、_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>推广等_blank class=infotextkey>get=_blank class=infotextkey>解决_blank class=infotextkey>get=_blank class=infotextkey>方案。
此前,熊猫_blank class=infotextkey>get=_blank class=infotextkey>星厨已经_blank class=infotextkey>获得过4轮_blank class=infotextkey>get=_blank class=infotextkey>融资。
_blank class=infotextkey>gn="center">
对比_blank class=infotextkey>get=_blank class=infotextkey>去年同期餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>融资_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>3.5亿,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>get=_blank class=infotextkey>融资6.17亿_blank class=infotextkey>get=_blank class=infotextkey>显得_blank class=infotextkey>get=_blank class=infotextkey>少了很_blank class=infotextkey>get=_blank class=infotextkey>多。_blank class=infotextkey>原因或许在于餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务_blank class=infotextkey>get=_blank class=infotextkey>行业仍_blank class=infotextkey>get=_blank class=infotextkey>存在许_blank class=infotextkey>get=_blank class=infotextkey>多_blank class=infotextkey>get=_blank class=infotextkey>挑战。
比如,虽然餐饮_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>规模巨_blank class=infotextkey>get=_blank class=infotextkey>大,但_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>小微_blank class=infotextkey>get=_blank class=infotextkey>企业仍_blank class=infotextkey>get=_blank class=infotextkey>占比较_blank class=infotextkey>get=_blank class=infotextkey>高,_blank class=infotextkey>get=_blank class=infotextkey>行业整_blank class=infotextkey>get=_blank class=infotextkey>体对餐饮_blank class=infotextkey>get=_blank class=infotextkey>服务B_blank class=infotextkey>get=_blank class=infotextkey>2B的认知度_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>高。
二是_blank class=infotextkey>get=_blank class=infotextkey>目前餐饮_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>经营_blank class=infotextkey>get=_blank class=infotextkey>压力_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>不断增_blank class=infotextkey>get=_blank class=infotextkey>大,但毛_blank class=infotextkey>get=_blank class=infotextkey>利率较低,_blank class=infotextkey>get=_blank class=infotextkey>高_blank class=infotextkey>get=_blank class=infotextkey>房租、_blank class=infotextkey>get=_blank class=infotextkey>高_blank class=infotextkey>get=_blank class=infotextkey>人力_blank class=infotextkey>get=_blank class=infotextkey>成本,_blank class=infotextkey>get=_blank class=infotextkey>高食材_blank class=infotextkey>get=_blank class=infotextkey>成本都_blank class=infotextkey>get=_blank class=infotextkey>影响着整个_blank class=infotextkey>get=_blank class=infotextkey>行业对于餐饮B_blank class=infotextkey>get=_blank class=infotextkey>2B的付费_blank class=infotextkey>get=_blank class=infotextkey>意愿与能力。
_blank class=infotextkey>get=_blank class=infotextkey>三是餐饮_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>竞争激烈,淘汰率_blank class=infotextkey>get=_blank class=infotextkey>高,在这样的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>环境_blank class=infotextkey>get=_blank class=infotextkey>下,_blank class=infotextkey>get=_blank class=infotextkey>人们更_blank class=infotextkey>关注眼前的_blank class=infotextkey>get=_blank class=infotextkey>利益,比如_blank class=infotextkey>get=_blank class=infotextkey>如何_blank class=infotextkey>get=_blank class=infotextkey>做好_blank class=infotextkey>获客。这意味着很_blank class=infotextkey>get=_blank class=infotextkey>多_blank class=infotextkey>get=_blank class=infotextkey>企业还挣扎在_blank class=infotextkey>get=_blank class=infotextkey>生存线_blank class=infotextkey>get=_blank class=infotextkey>上,还谈_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>上效率_blank class=infotextkey>get=_blank class=infotextkey>提升,_blank class=infotextkey>get=_blank class=infotextkey>数字化_blank class=infotextkey>get=_blank class=infotextkey>转型那一步。
_blank class=infotextkey>get=_blank class=infotextkey>酒:_blank class=infotextkey>get=_blank class=infotextkey>异军突起,_blank class=infotextkey>获巨额_blank class=infotextkey>get=_blank class=infotextkey>融资