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万亿零食市场迎来存量洗牌,健康、国潮、多场景是破局关键
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休闲食品行业涵盖在正餐之外消费的即食性包装食品,包括坚果炒货、膨化食品、糖果巧克力、卤制品、烘焙糕点、果脯蜜饯等核心品类。随着中国经济的持续发展,居民人均可支配收入与食品烟酒支出稳步增长,2025 年中国居民人均食品烟酒消费支出为 8631 元,同比增长 2.6%,推动了休闲食品消费需求的持续释放。同时,消费需求正从 " 单纯解馋 " 向 " 追求品质、健康与多样化 " 升级,带动了休闲食品品类的创新与市场规模的进一步扩大。行业关键特征为产品生命周期短、口味创新快、消费场景碎片化,且受健康化趋势驱动,低糖、高蛋白等细分品类增长显著。

全球领先的新经济产业第三方数据挖掘和分析机构 iiMedia Research(艾媒咨询)最新发布的《2026-2027 年中国休闲食品产业发展与消费行为洞察报告》数据显示,截至 2026 年 7 月 10 日,中国现存休闲食品相关企业 67.08 万家,各地正逐步形成特色休闲食品产业集群,不断完善上下游配套供应链,产业集聚效应持续凸显,持续赋能产品研发、生产与市场拓展,推动行业向高质量、特色化方向稳步发展。进出口方面,面包饼干、糖果、巧克力、坚果及肉类零食等品类进出口总额整体平稳增长,部分品类进口依赖度逐步降低。2025 年中国休闲零食行业规模达到 11804 亿元,预计 2030 年将达到 13330 亿元,行业已进入存量竞争阶段;2025 年中国零食集合店市场规模为 1239 亿元,预计 2030 年有望达到 1974 亿元,零食集合店凭借极致性价比和高效供应链优势,已成为膨化食品等千亿级休闲零食赛道渠道变革的核心引擎。

消费者调研显示,2026 年中国消费者每月购买休闲食品的频率中,占比最高的是 " 每个月 7-8 次 ",达到 40.44%;其次是 " 每个月 9-10 次 ",占比为 21.23%。其中,最常购买的品类分别是 " 膨化油炸食品 "(43.46%)、" 面包、蛋糕与糕点 "(43.36%)和 " 豆干制品 "(41.15%)。消费者食用休闲食品的场景中占比最高的是休闲聚会、旅游等活动和打游戏、追剧等休闲时。休闲食品消费正进入一个更加成熟、分层、场景化的时代。

在重点企业布局与未来趋势层面,盐津铺子业务布局聚焦休闲食品领域,采用 " 多品牌、多品类、全渠道 " 战略,渠道上深耕现代商超并大力拓展量贩零食、电商及社区团购;有友食品业务聚焦于泡卤风味休闲食品的研发、生产与销售,核心布局以泡椒凤爪为主导的单一品类,近年来正积极扩展产品矩阵并探索新市场渠道;良品铺子坚持 " 高品质、高颜值、高体验 " 理念,通过全渠道网络及数字化会员运营构筑竞争力。展望未来,行业发展具备消费基数庞大、品类创新空间广阔的基础优势。健康化趋势催生低糖低脂消费需求、电商与直播带货拓宽行业渠道、国潮文化助力本土品牌崛起,都为休闲食品行业带来了发展机遇。未来,行业将沿健康升级、场景细分、国潮文化融合、供应链革新、渠道多元等方向演进,行业整体仍将处于存量竞争与结构性调整并行的阶段。

The snack food industry encompasses ready-to-eat packaged foods consumed outside of regular meals, including core categories such as nuts and roasted snacks, puffed snacks, candy and chocolate, braised foods, baked goods, and dried and candied fruits. With the continued development of China ’ s economy, per capita disposable income and spending on food, tobacco, and alcohol have grown steadily. In 2025, per capita consumer spending on food, tobacco, and alcohol in China reached 8,631 yuan, representing a year-over-year increase of 2.6%, which has driven the sustained growth of demand for snack foods. At the same time, consumer demand is shifting from "simply satisfying cravings" to "pursuing quality, health, and variety," driving innovation within the snack food category and further expanding the market size. Key characteristics of the industry include short product lifecycles, rapid flavor innovation, and fragmented consumption scenarios. Driven by health-conscious trends, subcategories such as low-sugar and high-protein products are experiencing significant growth.

According to the latest report, ‘ 2026 – 2027 China Snack Food Industry Development and Consumer Behavior Insights Report ’, released by iiMedia Research — a globally leading third-party data mining and analysis firm specializing in the new economy — as of July 10, 2026, there were 670,800 snack food-related enterprises in China. Regions across the country are gradually forming distinctive snack food industry clusters, continuously improving upstream and downstream supply chains, and the industrial agglomeration effect continues to become more pronounced. This is continuously empowering product R&D, production, and market expansion, driving the industry toward steady development characterized by high quality and distinctiveness. In terms of imports and exports, the total import and export value of categories such as bread and cookies, candy, chocolate, nuts, and meat snacks has shown overall steady growth, while import dependency for some categories has gradually decreased. By 2025, the scale of China ’ s snack food industry will reach 1,180.4 billion yuan, and it is projected to reach 1,333.0 billion yuan by 2030; the industry has entered a phase of competition for market share; In 2025, the market size of China ’ s snack retail chains was 123.9 billion yuan, and it is projected to reach 197.4 billion yuan by 2030. Leveraging their exceptional value for money and efficient supply chain advantages, these chains have become the core engine driving channel transformation in the 100-billion-yuan-level snack sectors, such as puffed snacks.

Consumer surveys show that among Chinese consumers ’ monthly purchasing frequency for snack foods in 2026, the highest proportion — 40.44% — is "7 – 8 times per month," followed by "9 – 10 times per month" at 21.23%. Among these, the most frequently purchased categories are "puffed and fried snacks" ( 43.46% ) , "bread, cakes, and pastries" ( 43.36% ) , and "dried bean products" ( 41.15% ) . The most common scenarios for consuming snack foods include social gatherings, travel, and leisure activities such as playing video games and watching TV shows. Snack consumption is entering a more mature, segmented, and scenario-based era.

In terms of key companies ’ business strategies and future trends, Yanjin Puzi focuses its business on the snack food sector, adopting a "multi-brand, multi-category, omnichannel" strategy. In terms of distribution channels, it is deepening its presence in modern supermarkets while vigorously expanding into bulk snack stores, e-commerce, and community group buying; Youyou Foods concentrates on the R&D, production, and sales of pickled and braised-flavored snack foods, with its core strategy centered on a single category dominated by pickled chili chicken feet; in recent years, the company has been actively expanding its product portfolio and exploring new market channels; Liangpin Puzi adheres to the philosophy of "high quality, attractive packaging, and superior experience," building its competitive edge through an omnichannel network and digital membership operations. Looking ahead, the industry ’ s development is underpinned by fundamental strengths, including a massive consumer base and vast room for category innovation. The trend toward healthier options is driving demand for low-sugar and low-fat products; e-commerce and live-streaming sales are broadening the industry ’ s distribution channels; and the rise of "Guochao" ( Chinese cultural trends ) is propelling the growth of domestic brands — all of which present development opportunities for the snack food industry. In the future, the industry will evolve in the directions of health-conscious upgrades, scenario-based segmentation, integration of "Guochao" culture, supply chain innovation, and channel diversification. Overall, the industry will remain in a phase where competition for existing market share coexists with structural adjustments.

本报告涉及企业 / 品牌 / 案例

盐津铺子、有友食品、良品铺子

中国休闲食品行业经济(Economy)环境分析

数据显示,2015-2025 年中国居民人均食品烟酒消费支出逐年上升。2025 年中国居民人均食品烟酒消费支出为 8631 元,同比增长 2.6%。艾媒咨询分析师认为,随着中国经济的持续发展,居民人均可支配收入与食品烟酒支出稳步增长,推动了休闲食品消费需求的持续释放。同时,消费需求正从 " 单纯解馋 " 向 " 追求品质、健康与多样化 " 升级,带动了休闲食品品类的创新与市场规模的进一步扩大。

中国休闲食品行业技术(Technology)环境分析

2010-2030 年中国休闲零食行业规模及预测

数据显示,2010 年中国休闲零食行业规模仅 4100 亿元,随后进入十余年高速扩张阶段,持续逐年攀升至 2022 年的 11654 亿元,2023 年受消费环境、行业竞争等因素影响短暂回落,2024-2025 年市场逐步修复回暖,规模重回上升通道,预计 2030 年市场规模达到 13330 亿元。艾媒咨询分析师认为,行业已进入存量竞争阶段,未来竞争焦点或将集中在供应链效率和产品差异化上。

2019-2030 年中国零食集合店行业市场规模及预测

iiMedia Research(艾媒咨询)数据显示,2025 年中国零食集合店市场规模为 1239 亿元,预计 2030 年有望达到 1974 亿元。艾媒咨询分析师认为,零食集合店凭借极致性价比和高效供应链优势,已成为膨化食品等千亿级休闲零食赛道渠道变革的核心引擎,也预示着行业正从粗放式高速扩张转向精细化运营与品类结构升级的新阶段,未来健康化、功能化的膨化食品新品将成为双方协同挖掘市场增量、提升单店盈利能力的关键突破口。

休闲食品主要商品进出口数据分析:面包饼干(进口来源地)

数据显示,2025 年中国面包饼干类休闲食品主要进口来源地为中国香港、印度尼西亚、韩国,三者占据进口榜单前三位,进口额依次为 17.66 亿元、13.87 亿元、6.32 亿元,三地进口总额合计占面包饼干类休闲食品进口总规模的 49.4%。进口来源地分布主要受品牌总部所在地、区域贸易便利性及消费偏好影响,以亚洲国家和地区为主,其次为欧洲地区。

中国休闲食品行业企业数量及区域分布情况

iiMedia Research(艾媒咨询)数据显示,截至 2026 年 7 月 10 日,中国现存休闲食品相关企业 67.08 万家。区域分布呈现一定的集聚特征,广东坐拥近 6.8 万家休闲食品企业,占全国总量的 10.1%,是核心产业承载地;山东、四川紧随其后,相关企业分别约 4.9 万家、4.2 万家。艾媒咨询分析师认为,各地正逐步形成特色休闲食品产业集群,不断完善上下游配套供应链,产业集聚效应持续凸显,持续赋能产品研发、生产与市场拓展,推动行业向高质量、特色化方向稳步发展。

中国休闲食品行业投融资趋势分析

监测数据显示,中国休闲食品行业投融资趋势呈现显著波动。2008 年出现首笔大额融资(65.23 亿元),但随后经历多年低迷。2015-2017 年为行业高潮期,融资金额与数量均达到较高水平,资本大量涌入。此后融资热度下降,2018-2020 年融资金额回落至 11-27 亿元区间,但数量比较稳定。2021 年出现反弹,但 2022 年起再次回落,2023-2026 年持续低位。这反映出休闲食品市场从快速扩张期进入成熟调整期,资本更趋谨慎,未来或聚焦细分赛道与消费升级机会。

休闲食品板块上市公司省级分布

监测数据显示,休闲食品板块上市公司分布最集中的前三名省(市)依次为:河南(2 家、988.87 亿元)、湖南(3 家、280.70 亿元)、上海(5 家、272.68 亿元)。艾媒咨询分析师认为,河南凭借 2 家公司贡献近千亿市值,形成显著的头部企业集聚效应,集中度极高;而上海公司数量最多但市值总量不突出,反映区域产业集聚偏向数量而非规模。前三名省(市)市值占比近七成,显示头部区域主导明显,但整体分布不均,12 个省(市)中仅河南、湖南、上海拥有高市值公司,其余区域影响力比较有限。

2026 年中国消费者每月购买休闲食品的频率

数据显示,2026 年中国消费者每月购买休闲食品的频率中,占比最高的是 " 每个月 7-8 次 ",达到 40.44%;其次是 " 每个月 9-10 次 ",占比为 21.23%。艾媒咨询分析师认为,2026 年消费者更倾向于适度高频、稳定复购的零食消费模式,平均每周 1-2 次的小批量购买成为常态,既满足即时口腹之欲,又避免过度囤积带来的健康或浪费顾虑,反映出休闲食品市场正从 " 量增 " 转向 " 质稳 " 的成熟期特征。

2026 年中国消费者偏好的休闲食品包装

数据显示,2026 年中国消费者偏好的休闲食品包装中,内部独立小包装占比最高,达到 46.18%;其次是密封袋,占比为 40.04%。艾媒咨询分析师认为,整体来看,中国消费者更偏好的是便于携带和保存的包装形式,体现了对于食品卫生和便携性的重视。品牌应针对不同细分品类匹配差异化包装策略,还可以进一步开发 " 可重复封口 + 独立小份 " 的组合式包装方案,在提升便利性的同时兼顾保鲜功能,更好地回应消费者对休闲食品包装的需求。

盐津铺子业务布局规划及最新动向追踪

有友食品经营基本情况

监测数据显示,有友食品营收在 2023 年至 2025 年间保持了较为强劲的增长势头,年度营收从 9.66 亿元稳步攀升至 15.89 亿元。增长的核心驱动力来自渠道端的战略突破,公司布局山姆等会员制商超及零食量贩渠道,其中山姆渠道的脱骨鸭掌单品放量显著,禽类制品收入增长可观。与此同时,东南区域营收和线上渠道营收也实现了增长。但营收增长的同时也存在毛利率承压和盈利季节性波动的情况,如何在规模扩张与盈利质量之间找到平衡,仍是有友食品面临的长期课题,增长弹性和抗风险能力有待提升。

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