它经济

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“它经济”成消费增长新引擎
Zheng Quan Shi Bao Wang· 2025-06-27 04:23
年轻一代是"它经济"的消费主力。报告显示,90后与00后在养宠人群中占比超六成,更注重宠物生活质 量与个性化需求,愿意在宠物服装、美容、IP联名等周边消费领域投入更多资金,推动宠物消费观念持 续升级。 在宠物消费环节,社交平台正在重塑决策链路。报告提出,养宠人不仅仅关注产品的技术细节,而是更 注重品牌整体形象和价值观的契合度。口碑传播和专业推荐在养宠人决策过程中扮演了越来越重要的角 色。 毕马威中国华南区零售及消费品行业审计合伙人刘琬婷表示,社交媒体成为消费决策的核心影响因素, 80后、90后养宠人更倾向于通过线上渠道购买宠物产品。尽管如此,线下渠道(包括宠物店、宠物医 院、商超、犬猫舍等)仍占据重要地位,因其能提供更好的购物体验和附加服务。未来,品牌方需要同 时注重线上和线下渠道的协同发展,不断优化产品和服务,以更好地适应市场变化和消费者需求。 供应链的重构与国产替代加速正成为驱动宠物行业发展的"双引擎"。报告提到,一方面,中国宠物企业 正逐步从过度依赖单一市场转向全球化布局;另一方面,在政策护航与技术创新共振下,国产高端产品 在品质上不断追赶甚至超越进口产品。 毕马威中国日前发布的《2025年中国宠物行业 ...
商场里的“动物乐园”成解压新选择
Xiao Fei Ri Bao Wang· 2025-06-18 02:26
Core Insights - The "pet economy" is expanding, with new pet experience stores emerging in shopping malls, providing consumers with opportunities to interact with animals for a low cost, enhancing the shopping experience for families and young people [1][2] Industry Overview - The pet consumption market in urban areas is projected to exceed 300 billion yuan in 2024, with a pet population of 124.11 million, reflecting a 2.1% increase from 2023 [1] - In major cities, shopping malls are increasingly incorporating pet-related businesses, with over 40 pet experience stores in some first-tier cities and 10-30 in new first-tier cities [1] Business Model - Pet experience stores charge between 30 to 100 yuan per visit, with discounts available through online group purchases. Some stores offer membership services and additional benefits [4] - These stores also engage in pet sales and provide related products and care services, creating a "experience + retail" business model [4] Market Trends - Current pet-related stores in malls are categorized into traditional pet shops, comprehensive pet zoos, and small exotic pet experience stores. The development of pet experience stores is influenced by factors such as rental costs and brand recognition [4] - There is a potential trend towards establishing comprehensive pet zoos that can cater to both children's entertainment and adult leisure needs [4] Recommendations - Industry experts suggest that while capitalizing on the pet economy, there should be a focus on establishing better animal welfare standards and regulatory mechanisms to ensure sustainable development of the "pet economy" [4]
开宠物店是门好生意吗?
Xiao Fei Ri Bao Wang· 2025-06-13 02:34
为此,本报特别策划"对话从业者"栏目,通过讲述从业者的故事,挖掘有价值的市场信息,助力消费市场复苏与 可持续发展。 第一季"对话从业者"栏目将聚焦宠物行业,通过真实案例展现宠物消费背后的情感价值与人文关怀;从产业链从 业者视角解读市场趋势,为消费者提供前沿洞察。同时,邀请行业专家针对消费"痛点"提供专业指南,帮助消费 者规避消费陷阱,共同促进宠物消费市场健康发展。 □ 本报记者 张钰格格 桂岩鹏 韩 肖 随着"它经济"持续升温,宠物行业正成为消费市场的一匹"黑马"。数据显示,2024年城镇(犬猫)消费市场规模 达到3002亿元,增长7.5%。其中,犬消费市场规模达到1557亿元,增长4.6%;猫消费市场规模达到1445亿元,增 长10.7%。在这一蓬勃发展的市场中,宠物服务赛道因其刚需属性与线下体验优势,吸引着越来越多创业者入 局。 从"铲屎官"到创业者的转变 开栏的话:当前,消费升级与下沉市场扩张并行,催生新品牌、新业态、新场景;与此同时,理性消费回归、流 量红利消退、供应链波动等因素为市场带来新的挑战。在"冷热交织"的消费环境中,行业从业者既是市场变革的 推动者,也是消费趋势的诠释者。他们身处市场一线,敏 ...
今天10:00!宝安区电子消费券开抢!丨早安,宝安!
Sou Hu Cai Jing· 2025-06-06 03:39
Group 1 - The "Top Ten Sports Events" award ceremony was held in Shenzhen, with Bao'an district achieving a "Grand Slam" by having three events recognized [2] - Bao'an district leaders visited Dongguan to learn about successful talent service and infrastructure development, aiming to enhance talent initiatives in Bao'an [2] Group 2 - Bao'an district launched electronic consumer vouchers, encouraging local spending [3] - Local enterprises showcased their star products and solutions at domestic and international industry events [3] - The World Sinology Conference will be held for the first time in Bao'an, Shenzhen [3] Group 3 - The "Discover the Beauty Around You" civil practice activity invites participation to showcase the livability of Bao'an [4] - The Bao'an district is preparing for the 2025 enrollment of first-grade and middle school students, with online registration starting on June 7 [4] - A youth mental health technology festival was successfully held in Bao'an, organized by the district's youth committee and education bureau [4] Group 4 - Shenzhen has proposed three "gold standards" for smoke-free areas, marking a national first [6] - The city continues to enhance convenience for visitors with a seamless mobile experience [6] Group 5 - The pet industry in Shenzhen has surpassed one million pets, with a market size exceeding 100 billion [8] - The 15th International Space Design Award has officially launched its global call for entries in Shenzhen [8]
为什么宠物,开始成了更多人的运动搭子?
3 6 Ke· 2025-05-22 03:35
Core Insights - Pets are becoming new workout partners for young people, providing companionship and motivation for physical activities [1][6][12] - The trend of exercising with pets has gained momentum, with significant increases in social media content related to pet-inclusive activities [7][9] - The emotional value pets provide during exercise is irreplaceable, enhancing the overall experience for their owners [3][14][16] Industry Trends - The pet industry is witnessing a shift towards integrating pets into fitness, prompting brands to focus on this market segment [17][20] - Major sports brands like Adidas and ASICS are launching pet-centric products and initiatives, indicating a growing recognition of the "pet economy" within the fitness sector [20][21] - The emergence of pet-friendly gyms and fitness spaces reflects the increasing demand for environments that accommodate both pets and their owners [21][23] Consumer Behavior - Young consumers are increasingly prioritizing their pets' needs in their lifestyle choices, often investing in high-quality products for their pets [24] - The emotional bond between young people and their pets is reshaping consumer spending habits, with a focus on ensuring pets are comfortable and well-equipped for outdoor activities [24]
新消费领域牛股频出 “情绪消费”等成投资关键 这些主线值得关注(附概念股)
Zhi Tong Cai Jing· 2025-05-20 23:47
5月20日,大消费主线表现强劲,政策利好与行业景气度共振激发资金热情。消费品以旧换新政策将适 老化与科技产品纳入补贴范围,叠加4月社会消费品零售总额同比增5.1%的复苏信号,推动宠物经济板 块全线爆发,培育钻石、美容护理、珠宝首饰等细分领域同步上扬。此外,今年以来,新消费领域牛股 频出。 近期消费板块迎多项利好。以旧换新政策方面,家电、汽车、家装等耐用品消费直接受益于中央及地方 的以旧换新补贴政策(如最高3.5万元汽车置换补贴),刺激存量市场更新需求。政策范围逐步扩围至智能 家居、绿色家电、数码产品等,推动行业技术升级与渗透率提升。免税方面,海南自贸港政策优化离岛 免税额度(提升至10万元),叠加入境免签政策扩大客源,驱动免税销售额增长。数字化退税流程提升运 营效率,奢侈品消费加速回流至国内市场。 近日,商务部等六部门联合印发《关于组织开展"购在中国"系列活动的通知》,部署各地聚焦首发经 济,围绕四大领域。2025年全国精品首发季暨"首发上海"系列活动日前正式在上海启动,邀请全球游客 打卡首店、观赏首展、欣赏首秀,实地感受中国和上海消费市场的巨大魅力。上海还同步发布了"首发 上海3.0"政策,将试点首发进口消 ...
A股“520”,三大赛道掀涨停潮
新华网财经· 2025-05-20 05:15
今天上午,新消费三大赛道美容护理、宠物经济、"谷子经济"集体走强。 往年5月20日,股票代码含有"520"的个股常受到市场关注。 在"悦己经济"引领新消费大背景下,今年A股的"520"不一样。 今天上午, "她经济"最先爆发,美容护理板块大涨, 随后,"它经济"(宠物经济)、"谷子 经济"也相继爆发 。三大板块上午集体掀起涨停潮,大消费全线走强,乳业、服装家纺、饮料 制造等板块上涨。 截至上午收盘,上证指数上涨0.38%,深证成指上涨0.79%,创业板指上涨1.04%。高位"抱 团股"盘中跳水,其中,利君股份、尤夫股份、宁波远洋等个股大跌。 新消费概念大涨 具体看, 美容护理板块涨势最猛,可靠股份、敷尔佳等个股大涨 。 | | | 美容护理 | | | | --- | --- | --- | --- | --- | | | | 5867.98 5.38% | | | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 可靠股份 融 301009 | | 16.12 | 20.03% | 21亿 | | 首板涨停 最终涨停 10:3 ...
“618”大促提升消费板块关注度
Zhong Guo Zheng Quan Bao· 2025-05-19 21:23
Group 1 - The annual "618" shopping festival has begun, with over 13,000 brands achieving doubled sales in the first hour of Tmall's event [1][2] - The beauty and personal care sector has shown remarkable performance in the A-share market, driven by consumption recovery policies and the "618" promotion [1][3] - Analysts suggest that the beauty sector will see structural opportunities due to the "618" event, with a focus on high-quality companies in segments like gold jewelry, medical beauty, offline retail, and pet products [1][4] Group 2 - E-commerce platforms have started their "618" promotions earlier this year, extending the overall duration of the event [2] - Tmall reported that 43 brands achieved over 100 million yuan in sales within the first hour, a more than 50% increase compared to last year [2] - The beauty sector's GMV during the pre-sale period reached between 2.5 billion to 3.5 billion yuan, showing positive year-on-year growth [2] Group 3 - The "618" event has simplified consumer decision-making, enhancing the shopping experience and contributing significantly to brand revenues [3] - The beauty care sector has seen a 4.07% increase in stock prices over the last five trading days, leading among 31 sectors [3] - Analysts recommend focusing on high-growth segments such as gold jewelry, innovative offline retail, and differentiated medical beauty products for investment opportunities [4] Group 4 - The pet economy is gaining attention, with domestic brands benefiting from product innovation and refined marketing strategies [4] - The growth of the pet economy is supported by favorable trends in pet food exports, indicating a positive outlook for related businesses [4]
零食巨头盯上毛孩子口粮!三只松鼠靠什么重返宠物食品赛道
Nan Fang Du Shi Bao· 2025-05-15 12:05
Core Viewpoint - Three Squirrels has re-entered the pet food market with the launch of its new pet brand "Gold Medal Dad," offering a range of products including cat and dog food, snacks, and supplies, indicating a strategic pivot towards the growing pet economy in China [2][3][5] Company Summary - Three Squirrels previously ventured into the pet food sector in 2017 and established a wholly-owned subsidiary, Anhui Raised a Hairy Child Pet Food Co., Ltd., in 2020, creating its own brand "Raised a Hairy Child" [3] - In 2022, the company transferred the brand trademark to Shanghai Qixiang Enterprise Consulting Co., Ltd., which was seen as a strategic retreat from the pet food market due to business considerations [5] - In January 2023, Three Squirrels announced the establishment of Anhui Three Squirrels Pet Food Co., Ltd. to incubate the new brand "Gold Medal Dad," demonstrating renewed confidence in the pet economy [5][7] Product Launch and Market Position - The "Gold Medal Dad" brand has launched various products, including freeze-dried dog food and cat food, with a notable price point of 58.125 yuan/kg for its baked cat food, achieving over 6,000 sales [7] - The brand's Tmall flagship store has attracted nearly 14,000 followers, indicating a positive reception in the market [7] Industry Context - The pet economy in China is experiencing significant growth, with the market expected to exceed 300 billion yuan by 2024, driven by a 7.5% increase in urban pet consumption [9][10] - Major pet companies have reported record-breaking performances, with Petty Co. achieving its highest net profit in nearly a decade and other companies like Zhongchong Co. and Guibao Pet reaching historic revenue milestones [9] - Over 30 leading companies from various sectors, including food and beverage, pharmaceuticals, and retail, are entering the pet market, reflecting a broader trend of diversification into the pet economy [10] Competitive Landscape - The domestic pet industry is still in its developmental phase compared to international markets, with many companies relying on overseas operations for initial revenue [12] - The competitive landscape is intensifying, with both new and established brands vying for market share, necessitating innovation and differentiation strategies to succeed [13] - The pet food and supplies sector is characterized by a mix of foreign brand dominance and local enterprise participation, leading to a diverse and competitive market environment [13]
宠物出行度假洞察报告:带宠出发,比向往更值得
经济观察报· 2025-05-14 10:45
自2019年起,《经济观察报》发布七期逛吃指数(SAE指数),以数据解码中国消费图景。这次, SAE指数聚焦"它经济",携手高端度假酒店品牌花间堂,深挖"携宠出游"背后的经济价值与社会意 义。 早在2010年,花间堂就将宠物入住服务定为度假产品核心。多年来持续与会员互动优化服务,还联 合专业综合服务商,解锁更多宠物友好新体验! 或许旅行的终极意义,正是教会我们如何与不同生命共享一片草坪。当"宠物友好"不再停留于口 号,当每根牵引绳都丈量着文明的刻度,那些被焦虑填满的行囊,终将在双向治愈中变得轻盈。 毛孩子的时光短暂如白驹,别等岁月偷走相聚,快握紧牵引绳,带它奔赴山海。 人宠分野 ? No I 人起如置为量正义 f - + k = D Ea 0 /0 过去, 旅行是"断舍离"把毛孩子锁在家, 自己冲向人山人海; 现在, 旅行是"双向奔赴"带上猫狗, 起解锁山川湖海。 "逛吃!逛吃!"旅行怎能让"毛孩子"留守?想象草坪化作绿毯,草香混 着铃铛脆响, "毛孩子"扯着牵引绳欢快撒欢! 0舍时候旅行 也带上我啊? 《2025年中国宠物行业白皮书》显示, 中国城镇家庭宠物猫狗数量持续增长, 2024 年宠物猫数量达 71 ...