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宠物险如何走向“共赢”
Jing Ji Guan Cha Bao· 2026-01-08 04:44
反观国内,尽管鼻纹识别等技术已解决宠物身份识别难题,但在诊疗行为管控、病史数据整合等方面仍 处于起步阶段。近几年,国内宠物医疗行业快速发展,宠物医院数量已达3万多家。不过,这些宠物医 院大都"各自为政",行业缺乏统一的诊疗标准和收费规范,同一种疾病在不同医院的治疗费用甚至相差 数倍。此外,还存在投保人与宠物医疗机构合谋签署"阴阳合同"、根据保额制定治疗方案、或将先天性 疾病按意外处理等行为…… 这类不规范医疗和欺诈行为进一步推高了保险公司的成本。同时,保险公司难以介入诊疗环节进行控 费,使得风险管理处于被动状态。在成本压力下,保险公司往往收紧理赔条款,这又加剧了消费者的不 满,形成恶性循环。 (原标题:宠物险如何走向"共赢") 越来越多的"毛孩子"走进家庭,且医疗账单动辄以数万元计,使得宠物险站上了"它经济"的风口。2020 年至2024年,宠物险保费规模从千万元级跃升至超 17 亿元。业内预测,2025年宠物险保费规模将突破 30亿元,成为财险行业增长最快的板块之一。 与此同时,社交平台上充斥着各种吐槽——宠物主抱怨理赔难、保障范围窄、保险体验远不及预期。而 保险公司也有苦楚:面对高赔付率、诊疗不规范和逆选 ...
胖猫咪也有减肥药了?它经济何以驶入千亿赛道
Sou Hu Cai Jing· 2026-01-07 23:20
胖猫咪也有减肥药了?它经济何以驶入千亿赛道 刘女士领养的猫咪。受访者供图 "我们宠物医院有不少人来咨询为过胖的猫猫或小狗减肥的问题,我们会推荐比较低脂的减肥粮,让过 胖的宠物进行饮食控制。"成都市某动物医院负责人王医生告诉记者,他并未了解过新研发的宠物减肥 药。"但现在主人都比较宠溺自己的猫或者狗,除了正餐也会给毛孩子吃很多零食,宠物肥胖的情况这 两年要多一些。" 宠物猫的减肥药,马上要上市了? 近日,华东医药股份有限公司微信公众号发文称,旗下全资子公司杭州中美华东制药有限公司收到农业 农村部发出的《受理通知书》(普瑞泊肽注射液受理号:07050020250624-8,普瑞泊肽受理号: 07050020250619-2),HDM7006项目普瑞泊肽注射液一类新兽药上市注册申请获得受理,申报适应症 为:成年肥胖猫的体重管理。 临床试验数据显示,这款GLP-1受体激动剂在用药6周后,能使肥胖试验猫体重平均下降9.26%。这意味 着,困扰全球约28.1%宠物猫的肥胖健康难题,首次在中国迎来了创新药解决方案。 "我家'毛球'绝育后,就像吹气球一样胖起来,变成'猪咪'了(网络对肥胖猫咪的爱称)。"北京朝阳区 的刘女士告 ...
“它经济”业态多元化 深圳去年零售市场供应亮点纷呈
近年来,"它经济"(即宠物经济)发展迅速,宠物相关消费规模逐年增长,与此相对应,宠物经济在购物 中心中的业态也愈加多元化。戴德梁行最新研究报告显示,2025年,深圳零售物业市场迎来诸多供应亮 点,对提振市场信心、激活消费潜力产生积极影响。 消费场景提质升级供应端发力促进内需提振 甲级写字楼面临去化压力,细分赛道支撑局部租赁活跃度 写字楼市场与经济产业发展高度相关,当前宏观经济及前景的不确定性令多数企业在租赁决策上保持谨 慎。2025年四个一线城市净吸纳量合计117.5万平方米,较上年小幅下降3.2%,处于低位持稳的状态。 其中,深圳全年实现净吸纳量26.4万平方米,在71.2万平方米的大规模供应刺激下较上年增加59.6%, 但不及新增供应量的一半。 "降本增效"仍是企业职场策略当中最重要的考量因素,意味着在增量需求疲软的当下,控制成本并助力 企业效率提升是撬动企业对办公物业需求的前提条件,这也预示在租户掌握主导权的市场中,"以价换 量"仍将是主流趋势。受此影响,截至2025年四季度末,全市甲级写字楼平均租金向下调整至每月每平 方米149.4元,较去年末下滑11.7%。 2025年,深圳多个优质购物中心开门迎客 ...
暴利的宠物,大厂的坟墓
创业邦· 2026-01-04 10:35
Core Viewpoint - The pet economy, with a market size of 300 billion and a gross margin of up to 50%, appears lucrative but is proving challenging for large companies to profit from [6]. Group 1: Market Dynamics - The pet food sector is the most popular category, with domestic brands achieving gross margins of 40%-50%, and some products, like high-end cat food, reaching a gross margin of 44.7% [8]. - Despite the high gross margins, many companies in the pet industry, such as Zhongchong Co. and Petty Co., report low net profit margins, with Zhongchong's gross margin at 28.16% and net margin at only 9.33% for 2024 [9]. - The high gross margins in the pet economy are often offset by significant marketing and operational costs, leading to a situation where companies struggle to convert revenue into profit [11][12]. Group 2: Challenges Faced by Large Companies - Large companies entering the pet market, like Hema, have faced significant losses, with Hema's Pet Fresh store losing over 20,000 yuan per month and closing after just nine months [6][9]. - The reliance on KOLs (Key Opinion Leaders) for marketing has led to increased sales expenses, which can consume a large portion of revenue, making it difficult for companies to achieve profitability [12][16]. - The pet economy is characterized by a high degree of fragmentation, with many successful businesses being small, owner-operated shops rather than large chains [20][24]. Group 3: Emotional Value vs. Cost - The perceived high margins in the pet economy are often attributed to the emotional value pet owners place on their pets, but this emotional value comes with significant costs, particularly in marketing and service delivery [11][14]. - Services like pet grooming and veterinary care can be profitable, but they require skilled personnel, making it difficult for large companies to scale effectively [20][23]. Group 4: Comparison with Other Industries - The challenges faced by the pet economy are similar to those in other high-margin industries like beauty and medical aesthetics, where the profitability often lies with individual practitioners rather than large companies [18][19]. - The pet industry, like the beauty industry, is heavily reliant on personal relationships and trust, which complicates efforts to scale operations [22][24].
新消费2025:十大关键词,一个新江湖
3 6 Ke· 2026-01-04 02:36
傍晚,北京国贸的写字楼像被同时拔掉电源的机箱,白领乌泱涌出,却没人再像往年那样冲进便利店扫 货。他们低头划手机,三分钟后继续赶路。与此同时,一杯生椰拿铁、一份三文鱼寿司正被骑手小心放 入保温箱,沿着电梯、行人、红绿灯的缝隙追上自己。写字楼大堂的灯光亮起第二档时,电话响起,外 卖与晚高峰的疲惫同时抵达。 这是2025年最普通的黄昏,却藏着今年消费领域最大的变化。 今年的消费市场像一部多线并行的狂想曲,有人在这里寻找情绪解药,有人在这里重构商业规则,有人 在这里定义全球潮流。而这些故事背后,是一个正在裂变与新生的消费市场。 即时零售 把30分钟时空折叠。 2025年被业界冠以"即时零售爆发元年"的称号,这一年里,即时零售从餐饮外卖的狭窄赛道狂奔而出, 冲向万物皆可到家。 年初,京东高调入场,于2月在主平台上线外卖服务,以全年免佣招募品质餐饮商家,并率先提出为全 职骑手全额缴纳五险一金。该举措不仅让行业为之震动,更倒逼美团、饿了么相继跟进骑手保障措施, 长期被诟病的骑手权益问题被拉到公众视野。 阿里方面迅速跟进,将淘天旗下"小时达"升级为"淘宝闪购",与京东、美团形成三足鼎立的竞争格局。 竞争很快进入了白热化阶段, ...
暴利的宠物,大厂的坟墓
36氪· 2026-01-03 13:08
Core Viewpoint - The pet economy, while appearing lucrative with a market size of 300 billion and gross margins up to 50%, is not a profitable venture for large companies due to high operational costs and reliance on human capital rather than scalable business models [4][10][30]. Industry Overview - The pet economy is characterized by high gross margins, particularly in pet food, where domestic brands can achieve margins of 40%-50% [10][11]. - Service sectors such as grooming and veterinary care also show high potential margins, but the actual profitability for companies is often low due to high operational costs [10][15]. Company Performance - Major players like Pet Fresh and others have faced significant losses, with Pet Fresh closing 18 stores after burning through 178 million RMB in just nine months, averaging losses of over 200,000 RMB per store monthly [5][11]. - Companies like Zhongchong Co. and Petty Co. report low net profit margins, with Zhongchong's gross margin at 28.16% and net margin at only 9.33% [11][12]. Marketing and Sales Costs - The cost of acquiring customers through KOLs (Key Opinion Leaders) and marketing has skyrocketed, with sales expenses for companies like Guibao Pet increasing from under 100 million RMB in 2017 to 500 million RMB in 2024, leading to diminished net profit margins despite increased sales [13][14]. Challenges in Scaling - The pet economy is heavily reliant on personal relationships and trust between pet owners and service providers, making it difficult for large companies to replicate the success of smaller, independent businesses [27][30]. - The high costs associated with maintaining quality service and customer trust, such as expensive store locations and high employee wages, hinder profitability for larger firms [15][28]. Comparison with Other Industries - Similar challenges are observed in other high-margin industries like beauty and medical services, where the core value lies in skilled personnel rather than scalable business operations [19][20][24]. - The pet industry exemplifies a trend where the most profitable segments are those that rely on individual expertise and customer relationships, rather than mass-market strategies [30].
三年投资亏逾百万后黯然离场,得利斯陷业绩困局与合规危机
Sou Hu Cai Jing· 2025-12-30 18:27
Core Viewpoint - The announcement of the equity change by Shandong Delisi Food Co., Ltd. reveals the failure of its expansion strategy outside the province, particularly in the prepared food sector, culminating in a loss exceeding one million yuan from its investment in Sichuan Dingdelisi Sauce Industry Co., Ltd. [1] Group 1: Investment and Financial Performance - Delisi invested 2.5 million yuan to acquire a 25% stake in Dingdelisi Sauce Industry in September 2022, aiming to leverage its advantages in raw materials and processing to expand into the southwestern market [2][3] - The investment in Dingdelisi has resulted in continuous losses, with reported losses of 400,400 yuan in 2023, 441,000 yuan in 2024, and 179,600 yuan in the first half of 2025, totaling 1,021,000 yuan over three years, reflecting a negative return on investment of 40.8% [4] - Delisi has faced significant financial challenges, reporting net losses of approximately 33.99 million yuan in 2023 and 33.67 million yuan in 2024, with revenues declining by about 4.1% to 2.965 billion yuan in 2024 [9][10] Group 2: Strategic Decisions and Market Position - Following Delisi's exit from Dingdelisi, the latter changed its name to remove "prepared food," indicating a shift away from this market segment, which has become a burden rather than an opportunity [6][8] - The exit and rebranding suggest a mutual recognition of the declining prospects in the prepared food sector, with both companies acknowledging the need to withdraw from a failing market [8] - Delisi's core business in chilled and frozen meat has also been under pressure, with revenues from this segment declining by 10.51% in 2024 and further decreasing by 1.25% in the first half of 2025, indicating a weakening position in its primary revenue source [13][14] Group 3: Compliance and Operational Challenges - Delisi has encountered compliance issues, including being suspended from military procurement activities due to allegations of submitting false materials, which raises concerns about its internal controls and operational integrity [19][20] - The repeated compliance violations suggest a lack of adequate oversight and management awareness of regulatory boundaries, potentially complicating future recovery efforts [20]
破译“它经济” !“粤宠同行”广东宠物友好空间测评项目启动
Nan Fang Du Shi Bao· 2025-12-29 07:19
随着宠物成为不可或缺的"家庭成员",携宠出行、人宠共游已成为城市生活的新风尚与新消费热点。 然而,"带毛孩子去哪儿?"却成了众多宠主面临的现实难题。信息不对称、政策不明晰、体验不确定, 常让一次计划中的欢乐出行变成尴尬与无奈的遭遇。 而另一位边牧犬主人的心声,则代表了更深层次的诉求:"我们希望能有更多超市、公园等公共空间向 狗狗开放,让它们也能享受城市生活。同时,也特别希望所有宠物主人都能自觉牵好绳、做好清理,这 是友好共存的基础。" 正是洞察到这些痛点与需求,"粤宠同行"项目应运而生。 启动仪式上,广东省宠物行业协会荣誉会长麦春华指出,中国宠物消费市场规模预计2025年将突破5000 亿,专业人才缺口高达百万,行业正站在黄金时代的起点。 为系统化推动宠物友好生态建设,助力万亿"它经济"规范化、高质量发展,12月28日,由南方都市报联 合广东省景区行业协会、广东省宠物行业协会发起,勃林格殷格翰特别支持的 "粤宠同行"宠物友好空 间测评项目,在广州汉溪K11购物艺术中心正式启动,并同期举办了"粤宠同行嘉年华"沉浸式的人宠互 动盛会。 宠物出行之困 从"被拒之门外"到"期待友好公约" 活动现场,南都N视频记者随机 ...
退股,肉制品巨头的扩张梦碎了?
3 6 Ke· 2025-12-25 01:49
一家肉制品巨头的转型跋涉。 肉制品老牌企业得利斯(002330.SZ)又一次站到了聚光灯下。 近日,山东得利斯食品股份有限公司(下称"得利斯")退出其持股约三年的联营企业四川省鼎得利预制菜酱业食品有限公司(下称"鼎得利酱业")。 耐人寻味的是,就在得利斯退出当天,鼎得利酱业的名称中也悄然抹去了"预制菜"字样。 一退一变,并非孤例事件,这背后或与得利斯筹码的分布以及未来的规划息息相关。 退股 时间拨回三年前,2022年9月,得利斯通过认缴出资250万元,认购鼎得利酱业25%股份,成为该公司股东。 根据企查查信息,鼎得利酱业成立于2021年,注册地为四川自贡,经营范围包含食品生产、食品互联网销售、食品添加剂生产、调味品生产、食品销售 等。 而鼎得利酱业最初成立时,对外的名头还叫"四川东洪鼎一食品有限公司",2022年8月(得利斯入股前一个月),企业名才刚刚变更为四川省鼎得利预制 菜酱业食品有限公司。 | 序号 | 变更日期 | 变更项目 | 变更前 | 11 1000 变更后 | | --- | --- | --- | --- | --- | | 11 | 2022-09-28 | 注册资本变更 | 200万元 ...
沈阳昔日最大书店如今仅剩一层 辽宁消费放大招!|栋察楼市早报(12.17)
Sou Hu Cai Jing· 2025-12-17 01:43
Group 1: Decline of Physical Bookstores - The largest bookstore in Shenyang has reduced its operations to just one floor, with the second and third floors converted into free reading rooms [1][3] - The decline of physical bookstores is attributed to changing reading habits influenced by the internet and mobile devices, with a reported closure of 1,200 bookstores nationwide in the first half of 2025, a 61% decrease from 2019 [4] - The survival of physical bookstores is increasingly reliant on non-book-related services, such as cafes and cultural tourism, as traditional book sales diminish [6][9] - The shift in consumer behavior indicates that physical bookstores are becoming less relevant to younger generations, who view them as relics of the past [6][9] Group 2: Northeast Asia Pet Trading Center - The Northeast Asia Pet Trading Center project has been launched in Shenyang, aiming to create a comprehensive platform for live animal trading, smart warehousing, cross-border logistics, and financial services [19][20] - The pet market in China is experiencing significant growth, with an expected market size exceeding 400 billion yuan by 2027, driven by demographic changes and increased demand for companionship [19] - The project is designed to integrate the entire supply chain from breeding to sales, leveraging Liaoning's advantages in live animal resources and cross-border channels [20][23] - The center has already established partnerships with various e-commerce platforms and aims to enhance its service capabilities in the cross-border pet business [21][23] Group 3: Consumption Promotion in Liaoning - Liaoning province is launching a four-month consumption promotion campaign, featuring over 1,500 events to stimulate consumer spending during winter [14][15] - The campaign emphasizes cultural empowerment and technological enhancement, with a focus on traditional cultural themes and diverse consumer experiences [14][16] - Various local businesses are participating, offering discounts and special packages to attract consumers, including a chance to win a BMW car for participants [15][17] Group 4: Cultural Events in Shenyang - Shenyang will host six New Year concerts, featuring renowned orchestras and a variety of classical music pieces, enhancing the cultural landscape of the city [25][26] - The concerts will include performances by prestigious orchestras such as the Vienna Philharmonic and the Armenian National Philharmonic, showcasing a blend of classical and contemporary works [27][28] - These events aim to foster community engagement and celebrate the New Year through music, contributing to the city's cultural vibrancy [25][30]