21世纪经济报道记者陶力 实习生王野 上海报道 当养宠成为情感消费和寄托，宠物消费也步入了高速扩容通道，并呈现出地域下沉与消费升级并行的新 态势。 刚刚落幕的第27届亚洲宠物展览会透露了新的数据，本届展会吸引行业内外超51万观众到场，其中年轻 消费者超七成。《宠物行业蓝皮书：2025中国宠物行业发展报告》显示，犬猫作为主流宠物，总量已达 1.87亿只。超半数年轻人有过养宠经历，而当前正在养宠物的年轻人比例更是高达45.3%。 与此同时，央视新闻报道称，2024年，我国宠物消费市场规模达1668亿元，同比增长7.54%，预计2025 年将突破1755亿元。 千亿红利背后，是养宠需求日趋差异化、高端化的真实图景。从宠物展涌现的海量新品，到宠物问诊、 保险等衍生服务勃兴，"它经济"正在成为消费市场一股强劲浪潮。 但是，其成熟度与欧美日韩市场的显著差距。 以刚需食品为例，公开数据显示，我国宠物食品CR10(行业前10家企业的市场占有率总和)仅24%，不足 美日市场的一半。"中国宠物市场家庭渗透率不及欧美的三分之一，相较日韩也可能仅有一半。"淘天宠 物行业负责人赏音认为，消费者愿意为高端化买单，但核心是要找到差异化卖点 ...

作者：子超@宠业家 宠业家消息，近日淘天集团、品牌数据引擎、天猫新品创新中心联合有谋发布了《2025淘宝天猫宠物消费趋势洞察白皮书》，该报告揭示了犬猫分品种、 年龄阶段体型的细分需求差异与品类机会。 人宠关系向宠物本位化迈进 消费者养宠类型更加丰富多样、个性小众 随着养宠观念不断升级，人宠关系正朝着宠物本位化迈进。从工具型养宠、情感性养宠，到拟人化养宠，再到人类与宠物双主体共生的新阶段，宠物逐渐 从功能型角色转变为家庭核心成员，享有专业化产品、全周期服务及拟人化待遇，成为情感寄托与独立生命体。 在养宠形式层面，当前单猫、单狗的单宠家庭占比76%，依然是主流养宠形式；多猫多狗家庭占比14%；猫狗双全养宠形式占10%，消费者的养宠形式更 加多元化。 在养宠类型层面，猫狗品类中，小众品种增势显著，消费者养宠开始追求多样、个性、高端的宠物类型，整体饲养品种类型更加丰富。 数据显示，犬只品种TOP5分别是比熊、贵宾/泰迪、田园犬、柯基、金毛；猫品种TOP5分别是田园猫、英短、布偶、美短、加菲猫。 专宠专用受到广泛认可 猫年龄&品种及犬年龄&体型成宠主关注重点 据报告显示，在对专宠专用需求洞察发现，在关键词搜索中，养猫宠 ...

Industry Overview - The pet economy is rapidly growing, driven by social changes such as urbanization, smaller family structures, and an increase in single and elderly populations, leading to pets being viewed as family members and emotional companions [4][5] - The Chinese pet industry is entering a new development stage, with pets transitioning from "functional companions" to "family members," resulting in a rise in demand for specialized pet products and services [5][6] Market Size and Growth - According to the "2025 China Pet Industry White Paper," the number of pet dogs in China is projected to reach 52.58 million in 2024, a 1.6% increase from 2023, while the number of pet cats is expected to reach 71.53 million, a 2.5% increase [7] - The urban pet market in China is expected to exceed 300 billion yuan in 2024 and is projected to surpass 400 billion yuan by 2027, indicating significant growth potential compared to the U.S. pet market, which is expected to exceed 140 billion USD in 2024 [8][9] Consumer Spending Trends - Pet food constitutes a major portion of pet owners' expenses, with average monthly costs for pet care varying based on pet type and owner preferences; for example, one owner spends approximately 2,000 yuan monthly on their dog [7][8] - The rise of "self-indulgence economy" and "emotional consumption" is reshaping the pet consumption market in China, with a growing focus on high-quality pet food and services [8][9] Product and Service Innovations - Pet food brands are increasingly focusing on product quality, nutritional value, and specialized needs, with domestic brands gaining market share through insights into local consumer preferences [9][10] - The demand for diverse, intelligent, and one-stop pet services is growing, with over 30,000 businesses providing pet services on platforms like Meituan, reflecting a 24% year-on-year increase [11] Competitive Landscape - The pet industry is attracting significant investment from various sectors, with companies like Daqian Ecology and Three Squirrels entering the market to create comprehensive pet service brands [13] - The competition is intensifying, prompting companies to innovate and differentiate their offerings, such as unique pet cages and specialized pet food products [15][16]

Core Insights - Tmall's pet industry has achieved an overall annual transaction scale exceeding 50 billion [1] - The pet industry has maintained double-digit growth for four consecutive years since being upgraded to a primary category in 2021, with the annual purchasing user count surpassing 100 million [1] - The proportion of young new customers in Tmall's pet sector has exceeded 30% this fiscal year, indicating a significant trend towards younger consumers [1] Market Trends - During the Tmall 618 shopping festival, the purchasing amount of 88VIP members in core pet brands accounted for over 50% [1] - The "2025 Taobao Tmall Pet Consumption Trend Insight White Paper" reveals a polarization in pet ownership demographics, with growth led by individuals under 24 and those over 50 [1] - The fastest growth in pet ownership is observed in third-tier cities and below, highlighting a shift in consumer demographics [1] Consumer Behavior - There is an increase in household pet spending power, with a notable rise in the high-end price segment, reflecting a trend towards refined pet care [1] - The demand for "specialized pet products" is on the rise, with differentiated needs based on breed, age, and size, presenting numerous opportunities across health care, food, and supplies [1] - Tmall's search data indicates that customized food based on breed and age will be the next growth point [1] Business Performance - Since April 2025, the number of new pet products on Tmall has increased by over 20% year-on-year, with high-growth categories accounting for over 30% of total transactions [1]

Summary of Key Points from Conference Call Records Industry Overview - **Industry**: Agriculture, Forestry, Animal Husbandry, and Fishery - **Focus**: Pet consumption growth, livestock farming, and feed industry dynamics Key Insights on Pet Industry - **Market Growth**: The Chinese pet market is projected to grow by 7.5% in 2024, with cat products showing particularly strong growth [1][2] - **Food Demand**: Pet food remains a necessity, with staple food and nutritional products gaining market share. There is a clear trend towards health-oriented and specialized products [1][2] - **Export Challenges**: Pet food exports to the U.S. face significant tariffs, currently at 55%. Companies are responding by establishing overseas production facilities [3][4] - **E-commerce Performance**: Domestic brands performed exceptionally well during the 618 shopping festival, with top five brands on Tmall being local. Some brands, like Mediaway, reported a staggering 450% year-on-year growth [5] Trends in Pet Pharmaceuticals - **Market Expansion**: The demand for pet pharmaceuticals is increasing due to the aging pet population and rising penetration rates. The market for diagnostic drugs, vaccines, and dewormers is expanding significantly [1][6][8] - **Vaccination Trends**: There is a trend towards the introduction of major new products in the pet pharmaceutical sector, including the gradual replacement of imported vaccines [6][8] Livestock Farming Insights - **Regulatory Environment**: The pig farming industry is experiencing stricter regulations, leading to improved supply-demand dynamics. As of April 2025, the number of breeding sows has slightly decreased year-on-year [1][12] - **Production Efficiency**: The industry is seeing a rise in production efficiency and a shift towards more rational production practices to stabilize prices [12][13][14] - **Cost and Debt Levels**: Leading pig farming companies maintain a cost advantage, with production costs around 12 to 12.5 RMB per kg. Most companies have a debt-to-asset ratio below 60% [15] Feed Industry Dynamics - **Price Trends**: The prices of bulk feed ingredients are on the rise, leading to a slight increase in overall feed prices. Feed production has rebounded significantly, with a 13.6% year-on-year increase in April 2025 [22][23] - **Market Recovery**: The feed market is expected to continue its recovery, particularly in the pig feed segment, which saw a 15.52% increase in sales [22] Challenges and Opportunities - **Poultry Market**: The white chicken market is facing structural shortages, while the yellow chicken market is at historical lows. Leading companies are adapting by improving breed selection and processing capabilities [16][19] - **Domestic Brands**: Domestic animal health products are gaining traction due to their quality and cost-effectiveness, with significant potential for import substitution [11][21] Future Outlook - **Pet Market Growth**: The pet pharmaceutical market is expected to continue expanding as the pet population ages, with significant growth potential in the domestic market [8][10] - **Livestock Industry Trends**: The livestock industry is likely to see ongoing improvements in production efficiency and a more favorable supply-demand balance in the coming years [12][13][14] This summary encapsulates the critical insights and trends discussed in the conference call, highlighting the growth potential and challenges within the pet and livestock industries.