Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]

高速增长的市场正在吸引更多中国企业进入。有数据显示，截至2025年4月底，国内现存的宠物经济相 关企业达到447.4万家，数量是2021年的3倍多，其中超过77%的企业成立时间不到3年。根据淘宝出海 发布的海外宠物消费趋势，今年海外618大促期间，超3万家宠物商家参与天猫618出海，其中1000多个 商家跨境成交额同比翻倍。 玩家陡然增多，极大丰富了海外供给，也在重塑市场竞争格局，一方面卷动市场整体价格下降，尤其在 以高客单价产品为主的欧美市场；另一方面随着技术和制造水平的提高，宠物用品也在向智能化的方向 迭代。 当下，宠物消费已脱离"疫情短期刺激"，转向由人口结构变迁、情感需求升级和科技赋能为驱动的长期 增长范式。"它经济"增长整体表现亮眼，全球市场规模超过1500亿美元，其中宠物用品类目正在成为继 宠物食品之后的第二大增长赛道。Euromonitor数据显示，2015-2021年，全球宠物用品市场规模增至 443.6亿美元，年复合增长率达6.7%。 面对这样的海外市场环境，不同类型的宠物用品企业，感受不尽相同。 过去几年新消费趋势下涌现出的新品牌，借助擅长的电商渠道运营与社媒营销，迅速打开东南亚市场， 但 ...