"陪爬"服务的兴起，事实上只是陪伴经济蓬勃发展的一个缩影。从清晨陪跑到景点陪拍，再到旅行陪 游、医院陪诊……近年来，形形色色的陪伴服务持续涌现，不断丰富着陪伴经济的业态。国金证券发布 的一份调研报告预测，2025年，我国陪伴经济的市场规模有望达到500亿元。 不过，繁荣的背后暗藏隐忧。与导游这一职业有相关法律保障不同，目前陪爬行业服务者和消费者的法 律责任义务边界模糊。以"陪爬"为例，随着热度持续攀升，诸如"陪爬"者失信爽约、违规收取费用、个 人专业素质欠佳等问题逐渐显现。而这仅是问题的冰山一角。入行门槛低、缺乏行业标准、安全与隐私 风险突出、低俗擦边等现象时有发生……一路高歌猛进的陪伴经济正面临"成长的烦恼"。 一个人爬山太无聊，也很容易半途而废。如果此时有这样一位"爬山搭子"：不仅可以陪你聊天解闷，还 可以帮忙背包、拍照，甚至在你气喘吁吁时送上鼓励，甚至背你走上一小段。这一切只需支付几百元的 服务费即可实现，你愿意吗？ 随着旅游旺季到来，在泰山等热门景区，"陪爬"正成为一门炙手可热的生意。据报道，一位长期从 事"泰山陪爬"的小伙，凭借这一小众服务一年收入30多万元。行业头部从业者可实现日入千元，不少年 轻 ...

本报记者李凯旋北京报道 值得关注的是，今年3月份，大千生态投资设立了全资子公司江苏千宠家科技有限公司。这一公司致力 于打造一站式养宠生态服务品牌，为宠友和泛宠友提供养宠全周期服务。大千生态也开始了跨界转型之 路。 跨界转型的确会面临较大考验。8月16日，大千生态环境集团股份有限公司（603955.SH）（下称：大 千生态）发布了今年上半年业绩报告。数据显示，今年上半年，大千生态归属于上市公司股东的净利润 为-1590.26万元，同比下降223.94%，出现亏损，经营活动产生的现金流量净额同样为负值。 据悉，千宠家目前以线下门店为主，通过"体验+零售"的模式，实现全场景服务覆盖，为顾客提供互动 零售体验。截至上半年末，千宠家已经在北京、上海、南京、杭州等核心城市铺设了20家宠胖胖品牌线 下宠物综合服务门店，同时拓展网络电商等新消费渠道。 值得关注的是，大千生态在今年上半年正式跨界宠物经济，开展了宠物服务线下门店等业务，新业务导 致公司销售费用暴增超过1000%。8月22日，大千生态方面对《华夏时报》记者表示："公司将于月底召 开业绩说明会，目前没有接受采访的其他安排。" 分业务来看，今年上半年，大千生态的生态建 ...

Core Insights - The AI pet market is experiencing significant growth, with a projected global market size of $30 million in 2023, potentially reaching $70-150 billion by 2030, reflecting a compound annual growth rate (CAGR) of 200%-236% [2] - The rise of AI pets is driven by consumer demand for emotional and personalized products, as evidenced by the success of companies like Pop Mart, which saw its stock price increase 13.4 times from early 2024 to June 2025 [3][4] - Investment in the AI pet sector is increasing, with notable figures like Zhu Xiaohu entering the market, indicating a shift in venture capital interest towards "emotional economy" products [11][12] Market Dynamics - The trend of AI pets aligns with the broader growth of the trendy toy market, which is expected to see a CAGR of 24% from 2022 to 2026, with retail sales projected to reach 110.1 billion yuan by 2026 [4] - The AI pet segment is particularly appealing to Generation Z and children, with products like Ropet and BubblePal achieving significant sales milestones [5][6] - The Japanese market is a leader in AI companion robots, with products like LOVOT achieving high user engagement and retention rates [7] Investment Landscape - A variety of venture capital firms are investing in AI pet companies, focusing on different aspects such as emotional value, IP integration, and educational applications [12] - The competitive landscape includes traditional toy manufacturers, AI startups, and companies specializing in hardware, leading to a diverse range of business models [15] Consumer Behavior - A significant portion of consumers (98%) are open to using AI companions to address unmet social needs, highlighting a gap in the current market for emotional support [13] - AI pets are designed to provide companionship without the social pressures associated with human interactions, making them attractive to users facing social challenges [14] Product Innovation - Successful AI pet products incorporate advanced technologies such as voice recognition, emotional analysis, and personalized interaction, enhancing user engagement [17] - Companies are exploring diverse revenue models, including hardware sales combined with subscription services, to create sustainable business practices [15][16] Challenges and Considerations - The AI pet industry faces technical challenges related to integrating multiple technologies and ensuring user privacy, which are critical for long-term success [18][20] - Regulatory concerns regarding data privacy and ethical considerations are becoming increasingly important as the market evolves [20]

Core Insights - The "accompanying economy" is rapidly growing, particularly on platforms like Xianyu, where "local companion" services are gaining popularity among young people, especially university students [1][30][31] - The rise in search volume and transaction value for keywords like "Chengdu local companion" and "Taishan companion climbing" indicates a significant market trend [1][30] - The service primarily involves providing companionship for activities such as walking, dining, and chatting, often at a low hourly rate [1][4][26] Group 1: Market Dynamics - The demand for local companion services has surged, with platforms like Xianyu facilitating this trend, especially in cities like Chengdu, Beijing, and Harbin [1][30] - During the May Day holiday, related orders saw a substantial increase, with content views on platforms like Xiaohongshu and Douyin exceeding one billion [1][30] - University students are becoming the main providers of these services, leveraging their free time to earn extra income [1][30][31] Group 2: Service Offerings - The range of services offered includes walking pets, exercising, running errands, shopping, and simply providing someone to talk to [4][26] - Pricing for these services is typically around 200 yuan per day, translating to approximately 8 yuan per hour [4][5] - The nature of these interactions often leads to deeper emotional connections, as clients seek companionship rather than just transactional relationships [30][31] Group 3: User Experience - Providers report varied experiences, from casual interactions to more complex emotional exchanges, highlighting the nuanced nature of companionship [30][31] - Many clients express a desire for non-judgmental companionship, often sharing personal feelings and experiences during their time together [30][31] - The service is seen as a way for individuals to temporarily escape loneliness and connect with others in a low-pressure environment [30][31]

Core Viewpoint - The "accompanying economy" is emerging as a new consumption model aimed at addressing the emotional needs of individuals in a fast-paced society, with a projected market size of 50 billion yuan by 2025 in China [3][4]. Group 1: Accompanying Economy Overview - The accompanying economy is characterized by various services such as accompanying for medical visits, exercise, conversations, and leisure activities, which cater to both functional and emotional needs [3][4][7]. - The rise of the accompanying economy is linked to the increasing prevalence of single and lonely individuals, creating a market for emotional support services [3][4]. Group 2: Service Types and Market Demand - Accompanying services include medical accompaniment, exercise partners, and emotional support through conversations and games, which enhance the overall experience for consumers [7][12]. - The medical accompaniment service has seen a significant demand, with a reported shortage of 120,000 accompanying professionals in Shanghai alone, indicating a growing market opportunity [10]. Group 3: Pricing and Consumer Segments - Pricing for accompanying services varies, with medical accompaniment costing around 288 yuan for half a day and 500 yuan for a full day, while exercise companionship ranges from 250 to 450 yuan depending on the time of day [8][11]. - Target consumer segments include the elderly, pregnant women, new mothers, and young individuals seeking companionship during activities [8][10]. Group 4: Future Opportunities and Trends - The accompanying economy presents vast opportunities, with key trends including understanding diverse consumer needs, enhancing service experiences, developing convenient booking systems, and promoting values of warmth and care [15][18][20]. - Companies are encouraged to innovate service delivery through technology, such as dedicated apps for booking accompanying services, to improve customer engagement and satisfaction [18]. Group 5: Industry Growth and Sustainability - The accompanying economy is positioned for significant growth, providing emotional support and flexible employment opportunities, but it requires regulation and healthy operational practices to thrive [20][22]. - Stakeholders, including consumers, service providers, and regulators, must collaborate to ensure the industry's sustainable development and to foster a positive social impact [22].

Core Viewpoint - The rise of the "accompanying economy" reflects significant changes in social needs and lifestyles, with the market for accompanying services in China projected to exceed 372 billion yuan in 2024, and potentially reach 500 billion yuan according to forecasts [2][17]. Group 1: Accompanying Professions - The emergence of accompanying professions, such as tour companions and medical companions, is a response to the growing demand for personalized services in a fast-paced society [16][17]. - Tour companions like Xiaoyou have transitioned from traditional jobs to more flexible roles, finding fulfillment in providing companionship services while exploring nature [3][5]. - Medical companions, such as Awen, offer essential support to patients, requiring strong communication skills and emotional intelligence to navigate complex healthcare environments [11][12]. Group 2: Market Potential and Challenges - The accompanying service market is expected to grow significantly, driven by increasing societal recognition and demand for emotional and personalized services [2][17]. - Despite the potential for growth, income stability remains a concern for professionals in this field, with earnings varying widely based on service type and demand [6][14]. - The long-term viability of accompanying professions depends on the continued societal need for companionship and the ability to professionalize these roles [8][13].