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宠物消费"拟人化" 多家公司跨界布局新赛道
Zhong Guo Jing Ji Wang· 2025-10-13 00:55
来源:经济参考报 近日,国内头部宠物食品企业中誉宠物食品(漯河)有限公司完成亿元级B+轮融资,由肉食龙头双汇发展 (000895.SZ)领投,引发业界关注。双汇发展10月9日在投资者互动平台称,公司与中誉宠食开展鲜肉供 应及股权投资等方面的合作。此前,另一家肉类食品加工上市企业山东得利斯食品股份有限公司(简 称"得利斯",002330.SZ)也跨界入局冻干宠物食品研发。 《经济参考报》记者采访获悉,随着宠物角色转变为"家人"的情感升级和居民消费能力的提高,宠 物"拟人化"消费不断拓宽,从食品到娱乐再到保险以及殡葬,产业新赛道不断涌现。有研究预计,2028 年"它经济"规模有望突破万亿元。除了业内主要上市公司深度布局,多位跨界"选手"也正被吸引入局, AI宠物用品和海外市场成竞争焦点。 从食品到殡葬: "拟人化"消费拓宽产业跨度 家住北京的高先生家里养了5只猫,他向记者介绍说,平日里的开销还真不低,除了吃喝拉撒,还得时 刻关注猫猫们的情绪变化,"一有情况就得送宠物医院治疗,费用比较昂贵。有一次家里一只猫找不到 了,我们请了专业的找猫队,就花了2500元。不过,这些'毛孩子'们带给家人的情绪价值也是让我开心 的事 ...
宠物经济深度剖析:从现象到本质,解码千亿市场的崛起与未来
Sou Hu Cai Jing· 2025-05-20 18:00
Core Insights - The pet economy in China has surpassed 500 billion yuan, maintaining over 20% growth for five consecutive years, driven by social changes, evolving consumer attitudes, and technological advancements [1][4]. Group 1: Observations on the Pet Economy - The pet product consumption is experiencing a refined upgrade, with functional cat food and high-end products growing over 50%, and smart pet products expanding at an annual rate of 35% [4][5]. - The pet service sector has developed a dual-layer consumption structure, with basic services like pet grooming seeing a 180% increase in search volume, and pet insurance adoption rates quadrupling over three years [5]. Group 2: Driving Factors Behind Pet Economy Growth - Social changes, such as aging and declining birth rates, have redefined family structures, with pets providing emotional support for lonely individuals [6]. - There is a shift in consumer perception, with younger generations viewing pets as family members, leading to increased spending on pet-related products and services [7]. - Technological innovations, including IoT and AI, are reshaping the pet industry, enhancing efficiency and standardization [8]. Group 3: Challenges and Concerns in the Industry - The pet market faces issues such as fraudulent practices in live pet trading and a lack of standards in pet food, leading to a 120% increase in consumer complaints in 2024 [10]. - Intense competition has emerged due to significant capital influx, resulting in a "price war" among brands, particularly in the pet supplies sector [11]. - Regulatory frameworks are lagging, with a lack of unified standards in emerging areas like pet insurance and veterinary services [12]. Group 4: Future Trends in the Pet Economy - The industry is expected to see a parallel growth in smart and health-focused products, with health-related spending projected to exceed 40% of total pet expenditures [13]. - Professionalization and standardization of services are anticipated, with leading companies enhancing service quality through brand and chain development [14]. - Cross-industry integration is likely to create new business models, such as pet-themed hotels and training courses, expanding the consumption landscape [15]. Group 5: Benefiting Companies - Guobao Pet is projected to generate 5.244 billion yuan in revenue in 2024, leading the domestic pet business sector, with a 34.82% year-on-year increase in Q1 2025 revenue [16]. - Zhongchong Co. is expected to achieve 4.464 billion yuan in revenue in 2024, ranking second, with a 25.41% year-on-year increase in Q1 2025 revenue [16]. - Tianyuan Pet is anticipated to reach 2.764 billion yuan in revenue in 2024, ranking third among domestic pet companies [16]. - Yuanfei Pet, a leading global pet leash manufacturer, has over 90% of its products exported, with a significant portion of high-margin products [17]. - Ruipu Bio is collaborating with veterinary hospitals to enhance its pet medical services, projecting 690 million yuan in revenue for 2024 [17]. - Yiyi Co. is focusing on disposable pet hygiene products, with a projected revenue of 1.798 billion yuan in 2024 [19].