实际上，杭州宠物经济发展一直位居全国前列，目前，杭州已集聚各类涉宠业务企业超2万家，天元宠 物（301335）总部扎根于此，佩蒂动物营养、源飞宠物（001222）玩具等多家上市公司纷纷在杭设立运 营中心或区域总部，形成了良好的产业生态。杭州浙里宠物经济研究院的成立则为杭州的宠物经济发展 注入新的动能。"研究院定位为宠物经济领域的'最强大脑'，我们将聚焦三大核心职能，为政府决策提 供产业政策与法律法规研究的'智囊团'支持；为企业搭建产学研合作与资源对接的'助推器'平台；为社 会推广'文明养宠'理念，注入'文明风'。"杭州浙里宠物经济研究院院长徐伟荣说。 天元宠物董事长薛元潮介绍，杭州拥有得天独厚的数字经济优势和活跃的消费市场，研究院有责任通过 这一平台，为政府决策提供智力支持，为企业创新提供服务，为科学文明养宠提供指引。 商报讯(记者朱光函)2025年是宠物经济政策与市场双轮驱动的元年，2026年宠物经济将如何发展？1月 10日，在杭州举办的杭州浙里宠物经济研究院成立揭牌仪式上传出了信号，这是国内首家正式注册的宠 物经济研究型民办非企业单位，研究院的成立标志着杭州在宠物经济领域的探索迈出关键一步。 浙江省自20 ...

Core Insights - The pet beauty market is evolving, driven by the emotional connection between pets and their owners, leading to a significant market size of over 100 billion [3] - By 2024, the pet care market in China is projected to reach $13.2 billion, with the cleaning and beauty segment holding a major share [5] - The market is characterized by high repurchase rates and resilience against economic cycles, as evidenced by double-digit growth in financial reports from companies like Zhongchong Co. and Guai Bao Pet [3] Market Dynamics - The pet beauty sector is witnessing a competitive landscape with participation from international beauty giants and local biotech firms, each leveraging their unique strengths [4] - The convergence of two consumer trends is fueling the rise of pet beauty products: the migration of beauty standards from human to pet products and the shift in pet ownership from functional to emotional companionship [5] Key Players and Strategies - International beauty brands like Kiehl's and Aesop are extending their product lines to include pet care, focusing on high-end consumers and emotional connections [6][8] - Fast-moving consumer goods (FMCG) companies like Unilever and Lion are treating pet care as a new growth category, emphasizing professional and scalable operations [11] - Local companies are repurposing existing technologies for pet products, with brands like Huaxi Biotech and Chaoyun Group launching innovative offerings [14] Product Innovation Trends - The evolution of pet beauty products mirrors that of human beauty, transitioning from basic cleaning to functional and emotional value [19] - Innovations are focusing on systemic solutions for specific pet care challenges, such as odor elimination and allergen management, reflecting a deeper understanding of consumer needs [21] - The introduction of high-end pet grooming products, such as those incorporating hyaluronic acid, showcases the trend towards premiumization in the pet beauty market [25] Emotional Value and Consumer Engagement - The emotional value of pet products is becoming increasingly important, with brands like Dolce & Gabbana and Paw Scent creating products that resonate with consumers on a deeper level [25][28] - Brands are also engaging in community-building initiatives, such as charity projects and experiential marketing, to foster emotional connections with consumers [30][32] - The future of the pet beauty market will depend on brands' ability to understand and address the nuanced emotional needs of pet owners [33]

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in Japan and China [3][4]. - It identifies eight key sectors that are capitalizing on changing consumer behaviors and preferences, suggesting that a low-desire society does not equate to a lack of opportunities [4][5]. Group 1: Key Industries - **Second-Hand Economy**: The second-hand luxury market in Japan, exemplified by companies like Daikokuya, has seen significant revenue growth. In China, platforms like Hongbulin and Panghu are experiencing similar success [6][7][8]. - **Pet Economy**: With a decline in birth rates, spending on pets has surged. Companies like Inaba in Japan and Guobao in China are benefiting from this trend, with various pet brands seeing continuous sales growth [12][13][14][15][16]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating that aging populations can create substantial economic opportunities rather than being a burden [17][18][19]. - **Health Food and Beverages**: The rise in health consciousness has led to increased demand for products like sugar-free tea and functional beverages in both Japan and China, reflecting a broader trend in post-pandemic consumer behavior [21][22]. Group 2: Emerging Consumer Trends - **Beauty Economy**: Despite economic constraints, spending on beauty products like collagen supplements remains high, with brands like Weimei and U like achieving significant sales [23][24][25][26]. - **Outdoor Recreation**: Companies in the outdoor equipment sector, such as Snow Peak in Japan and various Chinese brands, are thriving as consumers seek outdoor experiences [29][30][31][32]. - **Convenience Economy**: The demand for convenience products, such as frozen foods and smart home appliances, is rising as younger generations prioritize time-saving solutions [39][40][42]. - **Lazy Economy**: The trend towards convenience is evident in the growth of products that save time, indicating that in a low-desire economy, time-saving may be more valuable than cost-saving [42][43][44].

Group 1 - The Ministry of Commerce is implementing a special action to boost consumption, organizing various activities such as the Spring Festival Consumption Season and online New Year goods festivals to drive consumption through a combination of policies and events [1] - The New Year goods market is showing new characteristics this year, with younger consumers becoming the main force, shifting from bulk purchasing for families to more personalized and immediate satisfaction [2][4] - The concept of "inventory goods" has evolved into everyday choices, with the pet economy emerging as a new consumption hotspot, and upgraded instant delivery services making it possible to shop for New Year goods anytime and anywhere [3] Group 2 - The Taobao Flash Sale New Year Festival data reflects this trend, with over 75 million imported cherries sold and over 10 million Dandong strawberries sold, indicating a shift in New Year consumption logic from material reserves to emotional satisfaction and social investment [5] - Offline supermarkets are adapting to this trend, with retailers like RT-Mart launching New Year goods promotions and creating festive atmospheres in stores to enhance customer experience [9][21] - The pet economy is becoming an essential part of New Year consumption, with products like pet New Year dinners and smart feeders gaining popularity, reflecting the growing status of pets in families [10][14] Group 3 - Instant delivery services are a core driver of the shift from bulk purchasing to immediate satisfaction, with platforms enhancing logistics capabilities to offer same-day and even hourly delivery options [16][19] - JD Logistics has introduced the industry's first "AI New Year Map" to predict demand accurately, ensuring efficient distribution and timely delivery of New Year goods [19] - The introduction of government subsidies for replacing old consumer goods has stimulated consumer enthusiasm, with significant financial incentives for purchasing new digital and home appliances [20][21]

Core Insights - The pet industry in China is experiencing rapid growth and structural upgrades, with key themes including "human-pet friendliness," "full integration," and "value deepening" [1][3] - The pet exhibition market is booming, with events like the Asia Pet Expo and the Great Wall Pet Expo becoming significant industry indicators [2][3] - The pet consumption market is projected to reach 312.6 billion yuan in 2025, with a growth rate of 4.1% compared to 2024, and is expected to reach 405 billion yuan by 2028 [1] Industry Trends - The pet industry is undergoing a profound transformation characterized by boundary-breaking and elevation, with technology as a core driver and policy support providing unprecedented strategic opportunities [3] - The 2025 Asia Pet Expo highlights trends such as the integration of smart technology, refined feeding practices, and a new phase of brand building driven by emotional and value-based connections [2][3] - The industry is witnessing a new wave of expansion, with companies like Biedan Pet and Zhongchong Co. ramping up production, and external capital entering the market [4][5] Market Dynamics - The competition in the pet industry is intensifying, leading to a decline in the number of pet stores and their revenue, indicating a correction phase within the pet economy [6] - The pet consumption landscape is evolving, with a shift from basic feeding to fulfilling emotional and high-quality living needs for pets, leading to new service offerings and retail experiences [7][8] - The concept of "human-pet friendliness" is becoming a commercial infrastructure, influencing travel, hospitality, and social spaces, thereby enhancing consumer experiences [8] Future Outlook - The pet industry is expected to see breakthroughs in 2026, focusing on specialized consumer needs, professional nutrition, and continuous innovation in consumption scenarios [9]

Group 1 - The core concept of the article is the rapid growth of China's emotional consumption market, which is shifting consumer focus from basic needs to high-quality, emotionally fulfilling purchases, termed "self-love consumption" [2][4] - The emotional consumption market in China is projected to grow from 16.3 trillion yuan in 2022 to 23.1 trillion yuan in 2024, reaching 27.2 trillion yuan by 2025, and is expected to exceed 45 trillion yuan by 2029 [2] - The pet economy is highlighted as a significant segment of the emotional consumption market, with a projected market size of 300 billion yuan in 2024, expected to surpass 811.4 billion yuan by 2025, where pet food accounts for 52.8% and pet medical services for 28% [5][6] Group 2 - The rise of emotional consumption is evident in various sectors, including fitness and travel, where consumers are increasingly seeking experiences that provide emotional satisfaction rather than just material goods [4][6] - Traditional consumer goods, such as liquor, are undergoing transformation to align with the "self-love economy," focusing on personal taste and emotional value rather than just price and brand [7][8] - The market is shifting from mass consumption to fragmented and diversified demands, necessitating brands to cater to specific niche markets rather than a one-size-fits-all approach [8][9]

Group 1 - The consumer investment landscape in China has drastically changed, with the number of financing events dropping from 4,345 in 2016 to just 812 in 2025, indicating a cleansing of over 80% of false demands and PPT projects [4] - The number of IPOs is rebounding, increasing from 25 in 2024 to 38 in 2025, signaling a shift where the primary market is purging excess while the secondary market is identifying valuable opportunities [4] - The average age of companies going public in 2025 is 16.5 years, highlighting that only those with extensive industry experience and stable supply chains are able to secure IPOs [4][5] Group 2 - Investment is increasingly directed towards companies with high barriers to entry and essential needs, such as hard-tech consumer products, rather than purely marketing-driven DTC brands [5] - The pet industry is emerging as a significant sector, attracting investment in areas like pet CT and vaccine development, indicating a shift in consumer spending patterns [5] - Global expansion is a key trend, with 20% of funded projects having international attributes, emphasizing the importance of leveraging China's supply chain advantages in global markets [5][6] Group 3 - The current market environment favors companies with factories, technology, and overseas channels, which are considered scarce assets [6] - The era of relying on capital to sustain operations is over, and a focus on profitability from day one is essential for survival [5][6] - The lengthy wait for IPOs has filtered out truly valuable companies, marking a transition to an era that rewards craftsmanship, scientific innovation, and long-term thinking [7]

南农晨读 | 粉了_ 南方+_南方plus 【今日关注】 兴农评丨"告花 子"球队夺冠， 足球的真正土壤 在乡土 由乡土自发孕育 的足球浪潮席卷 全国，永州球队 用冠军与行动证 明：最丰厚的并 非奖赏，而是情 谊；最珍贵的并 非资源，而是热 爱；最强大的并 非计算，而是信 念。 门镇茂名市新华 农场基地举行。 活动以市场需求 为导向，配置品 种和技术资源， 打造高附加值特 色樱桃番茄大单 品，为粤西樱桃 番茄产业高质量 发展注入持久动 能。 回顾2025展望 2026 中国宠物 行业2025年十大 事件盘点 根据艾媒咨询发 布的《2025- 2028年中国情绪 消费与宠物产业 生态商机研究报 告》，2025年中 国宠物经济产业 规模达8114亿 元，同比增长 15.7%。行业在 冬种盛会再启！ 樱桃番茄"甜蜜 擂台"即将开赛 种业芯力量，赋 能百千万。1月 22-23日，第二 十四届广东种业 博览会（茂名） → 分会场、第三届 广东（茂名）冬 种大会暨第五届 樱桃番茄擂台赛 活动将在茂名市 农业科技推广中 心位于电白区岭 政策规范、资本 布局、技术创新 及全球化拓展等 领域实现多点突 破，迈入高质量 发展转型 ...

Group 1 - The "pet economy" is rapidly growing, with increasing consumer spending and diversification of pet-related services in shopping centers [1][2] - In 2025, Shenzhen will see the opening of several high-quality shopping centers, contributing to a total supply of 793.7 million square meters, with a net absorption of 61.3 million square meters [2][3] - The retail landscape in Shenzhen is evolving, with a notable increase in the proportion of dining and lifestyle services, while the pet economy is expanding into new product categories [2][3] Group 2 - The competitive environment is driving shopping center owners to introduce flagship stores to differentiate themselves, supported by policies and the growth of the tech industry [3] - The inbound tourism market in Shenzhen is growing, benefiting from an increase in visa-free countries, which is expected to boost high-end retail and tourism-related consumption [3] - The average rent for premium office buildings in Shenzhen has decreased by 10.7% to 697.1 yuan per square meter, reflecting market pressures [3][8] Group 3 - The office market is facing challenges due to economic uncertainties, with a net absorption of 26.4 million square meters in Shenzhen, which is less than half of the new supply [6][8] - The demand for office space is being driven by the TMT sector, particularly in AI and emerging consumer electronics, which are becoming significant sources of leasing demand [8][9] - Future supply of premium office buildings in Shenzhen is projected to exceed 500 million square meters over the next four years, indicating a competitive landscape [9]

60块钱一只的大虾，年轻人舍不得吃，自家的宠物却吃上了。 在社交平台上，"富养"家庭出来的宠物是这样的：粮食月消费要3000元，零食月均要10000元，项圈要爱马仕的，发卡要Gucci的....... 这些年轻人"辛辛苦苦上班一个月，工资'哐哐哐'都花在了毛孩子身上，但是每花的一分钱都很值"。 富养宠物，是"爱常觉亏欠"还是"面子工程"？ 01 爱它就要富养它 《2023-2024年中国宠物行业白皮书》的饲主画像，"80后"、"90后"是养宠主力军，其中，90后在2020至2023年间连续占比第一，并且在2023 年达到46.6%，遥遥领先其他年龄群体。 年轻人一旦为宠物付出了爱，各种新需求就滚滚而来。 给小狗买二十多万的信托基金，万一自己出意外了，它也要有人照顾。 给小狗买信托基金 来源：小红书 自己上班没空，专门花几千块给小狗请保姆遛狗。 "再穷不能穷教育"，给宠物报个上万元的行为训练课，希望他们能从听懂人类的口令。 又或者为牙齿不整齐的狗狗安排整牙，据一位兽医透露，狗狗整牙的费用在1万-3万之间。 为狗狗整牙 以前乡村养宠注重实用性，猫狗可以作为一种工具存在，养狗是为了看家护院，养猫是为了抓老鼠，喂养、 ...