20231215_艾瑞咨询_艾瑞观潮-食品饮料行业七大风向（2023）（23页）.pdf

2023 iResearch Inc.2023 2023 12-2 01 02 03 04-2019 2023 1-10 18.5%-05 GI 06 07 C-6000+-2018 2022-GI GI-5 2-3 2023.12 iResearch I 2023.12 iResearch I 2019 2023 1-10 18.5%30.6%30.1%29.3%28.4%28.2%30.2%29.8%30.5%29.7%29.3%28.6%27.7%27.6%29.2%28.6%29.5%33.0%32.2%31.2%30.1%30.0%32.7%32.7%33.0%2015 2016 2017 2018 2019 2020 2021 2022%2015-2022 2017-2023 2023 1-10+18.5%39.6442.7246.7239.5346.8943.9441.912017 2018 2019 2020 2021 2022 2023.1-10 4 2023.12 iResearch I 2023.12 iResearch I2023 2023 2023 2023 TOP1064.0%61.0%46.5%44.0%43.2%42.1%41.5%32.4%23.7%23.1%93.1%92.3%/76.8%11.11-12 11.13-12.10 11.17 5 2023.12 iResearch I 2023.12 iResearch I 2016-2022 2022 2022 10 55.9 55.4 54.2 53.3 50.2 49.0 48.9 10.3 10.6 10.8 11.0 11.3 11.7 11.8 2016 2017 2018 2019 2020 2021 2022 13(2023-2025)/3000+800+200+140+120+2023 3 1,400 350 2023 100 2030 1000 2023 10 10000+4000+2000+150+2022+71%6 2023.12 iResearch I 2023.12 iResearch I1.2.3.vs./2023 50 60%1818 50%+GI 7 2023.12 iResearch I 2023.12 iResearch I 6000+2023 4471 2023 922.1906.4904.7904.6902.0901.6896.1892.5890.6889.2 2020 2021 2022 3 2022 2022 5 2022 2023 9 2020-2023 6839 1284 2023 TOP108 2023.12 iResearch I 2023.12 iResearch I CBNData-2023 2023 TOP10 62.0%61.0%43.0%43.0%30.0%20.0%0 IP%50.5%47.0%36.1%33.3%29.7%29.0%26.9%25.6%22.9%22.4%/%09 2023.12 iResearch I 2023.12 iResearch I 2018-2022 34%32%41%36%2018-2022 313%181%169%155%124%123%110%107%2018 2022 10 2023.12 iResearch I 2023.12 iResearch I 2020 2020 5,148+44.6%2015 2020 538.9 2020 91.3 2020 9,919+24.9%2015 2021 2022 11 2023.12 iResearch I 2023.12 iResearch I2022 25,357 23,578 13,519 7,625 6,118 5,800 5,667 3,723 1,666-2%33%118%135%9%152%10%82%64%2022-2022 58.7%23.5%17.8%TOP10 2022 12 2023.12 iResearch I 2023.12 iResearch I 2022 2022 1 1 1 1/1 1 2020-2021 22.48%2020 2021 23.77%2022.2-2023.2 4,910 1,015-897 5,816 1,066-1,218 7,935 1,762-685 5,621 1,216-651 73.4%69.1%57.5%52.2%51.7%SKU%2020 2021 13 2023.12 iResearch I GI 2022 2016-2026 32 42 67 97 118 143 168 195 231 269 301 28.8%61.3%43.7%22.1%21.4%17.5%16.2%17.9%16.7%11.7%2016 2017 2018 2019 2020 2021 2022e 2023e 2024e 2025e 2026e yoy%CAGR=36.1%CAGR=15.6%2016-2026 2016 1.0%2017 1.2%2018 1.9%2019 2.6%2020 3.0%2021 3.5%2022e 3.9%2023e 4.3%2024e 4.9%2025e 5.5%2026e 6.2%2030 14 2023.12 iResearch I 2023.12 iResearch I GI 2030 2016 2017-2030 2017 2019 2019 2019-2030 2019 2030 5g 25g 2022 7000 1.94 3 4 2000 1.5 2 2000 1500 1000 5 5000 2.4 2 2 1 500 2023 15 2023.12 iResearch I GI GI 75%GI GI GI 94.8%91.0%57.1%37.8%GI 67.6%52.4%48.4%40.2%31.8%31.0%30.3%28.2%26.2%22.7%20.6%2.7%GI GI GI 16 2023.12 iResearch I 2023.12 iResearch I 5 2 2022 1980-2010 2022.6 2021 2011 11 55.2%41.5%40.9%25.5%20.9%12.3%11.7%1.3%5.3%32.7%41.6%20.4%17 2023.12 iResearch I 2023.12 iResearch I/2020/463 330 212 123 2020 2023 9 0 13.9g/100g 0 0 1L 2233 40%VOL 1.2%18 2023.12 iResearch I 2023.12 iResearch I C=13,069 29.0%19.5%19.2%16.4%9.7%5.8%0.4%/C 19 2023.12 iResearch I 2023.12 iResearch I C 28.6%19.0%12.5%11.4%8.8%7.1%5.3%2.6%1.5%3.2%62.8%53.2%65.6%78.1%2023.2=13,069 2023 9 C 20 2023.12 iResearch I kBot 20+20+200+3000+-20+-kBot 20+-21 BUSINESS COOPERATION400-026-22 LEGAL STATEMENTTHANKS