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能给主人“打电话”的宠物智能手机也来了!宠物产业3000亿元市场大爆发,行业上市公司“涨”声一片
Mei Ri Jing Ji Xin Wen· 2025-08-26 10:01
每经记者|黄海 涂颖浩 每经编辑|金冥羽 张益铭 易启江 "毛孩子"们为消费市场带来的新活力愈加明显。 刚刚过去的一周里,第二十七届亚洲宠物展览会(以下简称亚宠展)在上海举行。收官日当晚,王伟(化名)发了条朋友圈"秀战绩":"一年一度宠物 的'春节'——亚宠展结束了。还有5包狗粮,实在搬不动快递了。"配图中,近百包宠物主粮和各类零食被整齐地铺开,种类繁多。 王伟是广大爱宠群体的一个缩影。过去一周里,亚宠展上扫货的年轻人纷纷在社交媒体上晒出成果:有人自嘲"一代人有一代人的鸡蛋要领",也有人打 趣"战果能开宠物店"⋯⋯ 长期以来,亚宠展都被外界视为宠物行业的风向标,据统计,本届亚宠展再次刷新纪录,吸引了超13万名专业观众、超39万名宠物爱好者参观,共有2600 多家展商参展,展览规模达31万平方米。观众更多、种类更全、产品更优成为各界共识。 8月25日晚间,乖宝宠物、天元宠物、佩蒂股份等多家A股上市宠物公司也适时发布2025年半年度报告。财报与盛会两相印证,一些新的行业趋势逐渐明 朗。 宠物经济爆发 这两年,随着我国人均可支配收入的持续提高、养宠人群的扩大及消费升级,宠物用品及服务的市场需求不断释放,国内宠物行业 ...
亚宠展上的科技革命:“智能化”之笔点睛“它经济”
Core Insights - The pet economy is rapidly evolving, driven by technological advancements and a shift towards more sophisticated pet care practices [1][2][8] - The demand for smart pet products is increasing, with innovations such as AI-enabled devices and health monitoring systems gaining traction [2][3][8] - The supply chain for pet products is undergoing significant upgrades, enhancing efficiency and product quality [3][4][5][6] Industry Trends - The "it economy" is characterized by a growing emphasis on emotional consumption and refined pet care, moving beyond basic needs [2][8] - The integration of AI in pet products is becoming a key trend, with companies developing smart devices that enhance interaction between pets and owners [8] - The number of pet-related enterprises in China has surged, indicating a robust growth trajectory in the pet industry [7][8] Company Performance - Companies like Zhongchong Co. reported a 24.32% increase in revenue for the first half of 2025, reflecting the booming pet market [6] - Ruipubio expects a profit increase of 50% to 70% for the same period, driven by a focus on pet healthcare and supply chain integration [7] - New entrants, such as Yongli Co., are diversifying into the pet sector, highlighting the industry's attractiveness to various businesses [7] Technological Innovations - The Asia Pet Expo showcased cutting-edge products, including the world's first pet smartphone and automated pet care devices [1][2][3] - Companies are leveraging AI and big data to enhance production processes and product offerings in the pet food sector [3][4] - Innovations in packaging and logistics are crucial for meeting the seasonal demands and shelf-life challenges of pet food products [5][6]