以下文章来源于天下网商 ，作者天下网商 天下网商 . 记录互联网商业的人物和故事。 在项圈上市前，Traini App已凭借其犬语翻译功能，流行于养宠人之间。用户只需上传宠物狗的叫 声、图片和视频，就能获知狗狗的快乐、恐惧、疑惑等12种情绪，也可以将"看这里""集中注意 力"等18个短句转换成犬吠声。 资料显示，Traini创立于美国硅谷，创始人孙邻家（Arvin）出生于中国吉林，工作经历遍及中美两 国，有零售、物流、外卖等多个行业的创业经验。 在风头正盛的"它经济"热潮下，Traini既蹭上了AI的大热点，又正应对了广大养宠人与"毛孩子"沟通 的痛点。一个售价700美元的项圈，可以视为宠物行业对AI硬件品类的初步试水：AI不仅是生产力， 也能为人宠互动打开一扇新世界的大门。 东北小伙勇闯硅谷 在孙邻家的个人主页上，对其生涯的概括言简意赅：出生于吉林，求学于湖北，曾在北京、天津、洛 杉矶工作，目前生活在美国加州的帕洛阿尔托。 在国内工作期间，孙邻家就是一名活跃的连续创业者。2012年起，他接连创立了零食品牌"邻家铺 子"、线上咖啡品牌"蒙奇奇咖啡"、一个面向美容院的数字化平台EM BEAUTY，和一个货运管理 ...

在项圈上市前，Traini App已凭借其犬语翻译功能，流行于养宠人之间。用户只需上传宠物狗的叫声、图片和视频，就能获知狗狗的快乐、恐惧、疑惑等 12种情绪，也可以将"看这里""集中注意力"等18个短句转换成犬吠声。 一条"能听懂狗语"的项圈，斩获5000万元融资。 今年1月，Traini宣布完成超过750万美元（约合人民币5222万元）的新一轮融资。这家"宠物情感智能公司"成立于2022年，在初创期就曾获得数百万元种 子轮融资，成为"AI+宠物"领域一颗冉冉升起的新星。 收到融资后，Traini将推出一款AI智能项圈，用于解读宠物狗的语言，实现人宠语言互译。据品牌介绍，这款项圈内置了Traini自研的PEBI（宠物情绪与 行为）多模态情绪理解系统，可以提高狗语识别的准确率。 资料显示，Traini创立于美国硅谷，创始人孙邻家（Arvin）出生于中国吉林，工作经历遍及中美两国，有零售、物流、外卖等多个行业的创业经验。 在风头正盛的"它经济"热潮下，Traini既蹭上了AI的大热点，又正应对了广大养宠人与"毛孩子"沟通的痛点。一个售价700美元的项圈，可以视为宠物行业 对AI硬件品类的初步试水：AI不仅是生产力 ...

Market Overview - The "pet economy" in China is experiencing rapid growth, driven by policy incentives, capital investments, and market demand, with a potential market size exceeding 1 trillion yuan [1] - The Wind Pet Economy Index has risen over 37% year-to-date, highlighting strong capital performance in the sector [1] - The pet market size in China has surged from 97.8 billion yuan in 2015 to 592.8 billion yuan in 2023, with a compound annual growth rate (CAGR) of 25.4%, and is expected to reach 811.4 billion yuan by 2025 [1] Growth Potential - There remains a significant gap in pet ownership penetration in China compared to developed markets, indicating strong future growth potential [2] - The founder of the pet food brand "Rodin" reported a projected sales figure exceeding 100 million yuan for 2024, maintaining a 30% CAGR [2] - Key segments currently driving growth include pet food, healthcare, and hygiene products, while pet insurance and elder pet care are identified as emerging opportunities [2] Policy Support - Local governments are actively supporting the pet economy through targeted policies aimed at industry upgrades [4] - Recent policies from regions like Wuxi, Suzhou, and Zhejiang are designed to enhance the pet economy, with Wuxi aiming for a 3 billion yuan industry scale by 2027 [5] - Zhejiang is promoting the development of smart pet products using AI and IoT technologies, contributing to the "Zhejiang Intelligent Manufacturing" brand [5] Corporate Strategies - Numerous listed companies are entering the pet economy through acquisitions, subsidiary formations, and strategic partnerships [5] - Food industry leaders are making significant investments, such as Huang Shang Huang's nearly 500 million yuan acquisition of a freeze-dried food company for pet food applications [5] - Biotech firms are also exploring new models, with Jinhe Biological launching a smart pet care app utilizing self-developed emotional AI models [5] Future Outlook - Analysts suggest that the convergence of policy, capital, and market dynamics is propelling the pet economy into a "golden decade" of high-quality development [6] - A more mature and diverse pet industry ecosystem is emerging, contributing new vitality to economic growth [6]

Core Insights - The pet economy is experiencing significant growth, prompting many listed companies to enter the pet sector, reflecting a strategic intent to seek new growth avenues and the maturation of China's pet consumption market [1][7] Group 1: Company Movements - Jinhe Biological (002688.SZ) announced the establishment of a wholly-owned subsidiary, Jinhe Aichongyi (Shanghai) Biotechnology Co., with a registered capital of 10 million yuan, focusing on AI-enabled pet care solutions [1][3] - Delisi (002330.SZ) signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and New Sanhe (Yantai) Food Co., to collaborate on product supply, market expansion, and the development of freeze-dried pet food [4][5] - Huashanghuan (002695.SZ) acquired a 51% stake in Fujian Lixing Food Co. for 494.7 million yuan, which has significant freeze-drying production capabilities [6] Group 2: Market Trends - The global pet industry is projected to grow from approximately $207 billion in 2024 to $270.8 billion by 2029, with a compound annual growth rate (CAGR) of 5.5% [7] - The Chinese pet market is expected to reach 300.2 billion yuan in 2024, reflecting a 7.5% increase from 2023, and is projected to grow to 404.2 billion yuan by 2027 [7] Group 3: Company Performance - Companies in the pet industry are showing strong performance, with Guibao Pet (301498.SZ) reporting a 32.72% increase in revenue to 3.221 billion yuan in the first half of 2025 [8] - Zhongchong Co. (002891.SZ) achieved a revenue of 2.432 billion yuan, a 24.32% year-on-year increase, with a net profit growth of 42.56% [8] - Tianyuan Pet (301335.SZ) reported a revenue of 1.435 billion yuan, up 14.59%, and a net profit increase of 20.14% [8] Group 4: Industry Insights - Analysts indicate that the pet sector will maintain high growth, with trends towards functional and refined products tailored to different pet life stages [9] - Companies are encouraged to innovate and differentiate to build core competitiveness amid increasing industry competition [9]

Core Viewpoint - The pet industry in China is experiencing significant growth, with leading companies like Guai Bao Pet and Zhong Chong Co. achieving record-high stock prices and strong financial performance, indicating robust market demand and operational efficiency [1][2][3]. Company Performance - Guai Bao Pet and Zhong Chong Co. reported impressive revenue and net profit growth for 2024, with Guai Bao Pet achieving a revenue increase of 21.22% and a net profit growth of 45.68%, while Zhong Chong Co. saw a revenue increase of 19.15% and a net profit growth of 68.89% [2][4]. - In Q1 2025, Guai Bao Pet's revenue and net profit both grew over 34%, and Zhong Chong Co. reported a net profit increase of 62.13% [2][3]. - Other companies like Lu Si Co. and Pei Di Co. also showed positive trends, with Lu Si Co. achieving a net profit growth of 14.57% in 2024 and Pei Di Co. turning a profit with a staggering net profit increase of 1742.81% [2][3][4]. Market Trends - The pet food market in China is projected to reach a scale of 158.5 billion yuan in 2024, growing at a rate of 8.5% [7]. - The shift in consumer behavior towards higher-quality and more diverse pet products is driving demand, particularly in the staple food segment, which has seen its market share increase from 62.4% in 2017 to 67.6% in 2024 [7]. - E-commerce platforms like Douyin and Pinduoduo are contributing to the rapid growth of online sales channels for pet food [7]. International Expansion - Zhong Chong Co. has established a comprehensive tariff response system and is the only Chinese company with pet snack factories in the U.S. and Canada, which mitigates the impact of trade policy changes [9][10]. - The company is expanding its production capacity in North America, with plans for a second factory in the U.S. by 2026 and ongoing expansion in Canada [10]. - Guai Bao Pet is also focusing on diversifying its overseas market presence to reduce reliance on U.S. exports amid trade tensions [10].