在宠物经济行业， 各环节效率决定了商家的市场竞争力。 广东中山黄圃镇的大岑片区，四面环水，被当地称为"家电岛"——通过旧厂房改造升级，众多智能家电小型企业汇集于此，形成了规模可观的家电产业园 区。 智能化改造的确带动了一批小生意扩张成大产业，比如雪乐电器、昊森热能、威锦电器等多个项目，产值均超亿元。 但在小家电这一国内产能过剩、竞争激烈的赛道，更多不被看到的故事，是像袁培杰这样陷在内卷漩涡中的人。 袁培杰在中山经营着自己的小家电厂"卡屋"，前几年在古镇看到朋友的灯具厂后，他意识到到自己必须做出些改变了。"他们几个人守着一张桌子，就能 完成比我们几十人产线更多的销售额和利润。" 当时，袁培杰的小家电工厂已经遇到利润瓶颈，他觉得应当立刻转型。 "（那些成功的小家电企业）在上个时代已经抢到了这个产业的钥匙，我不能还在这个领域硬扛，而要用现在的工业能力，延续到新的消费需求上。"袁培 杰这样思考。 于是他的小家电，摇身一变成了宠物保温碗——由原产线里的酸奶机改造而成。 宠物保温碗是"卡屋"的第一件宠物赛道产品，但在拼多多一经上线便迅速起量。新产业意味着重回起点、从零开始，短时间内能有可观成绩，袁培杰表 示，拼多多平台帮 ...

旧有的生产模式仍在运转，工厂没有停摆，工人仍在时不时加班加点，但增长似乎已经失去确定性。利 润被不断压缩，传统经验和渠道优势逐渐失效，规模不再能自动转化为安全感。 在家电、餐具、灯饰等传统行业，这种状况尤为明显。在这样的背景下，一批原本深耕传统产业多年的 厂家，认清现实后，开始做出一些看上去十分冒险的抉择，进入一个完全陌生的新赛道，重新创业。 宠物经济风口的兴起，是这股浪潮中的典型样本。表面上看，这是一个新兴消费需求带动了产业带"翻 红"，但这只是一个起点，更广泛的意义在于，中国传统制造业通过新一代电商平台实现"敏捷转型"的 可能性。 中国制造业正在经历一场缓慢而深刻的结构性变化。 卡屋、喵享家、哲哲等当前电商平台上宠物领域的佼佼者，并非互联网原生创业者，也不是资本催生的 新品牌。相反，这是一群在旧体系中已经做到一定规模，却主动选择离开舒适区的人。 作为电商平台，拼多多洞察了产业转型的需求，降低了试错风险。当平台成为能力迁移的基础设施，后 续诸多亟待转型、升级的商家和产业，才有可能拥有二次增长的机会。 传统行业的三重结构性瓶颈 卡屋创始人袁培杰最早的创业经历并不在宠物行业，而是小家电生意。 他清楚地记得那一幕 ...

中新网湖州12月19日电(胡丰盛齐小梅王磊)临近年关，作为"中国童装之都"的浙江省湖州市吴兴区织里 镇，年服产销热潮涌动，童装产业通过设计创新、市场拓展与转型"加减法"，在传统赛道与新领域双向 发力，焕发出蓬勃生机。 年服产销旺创新设计引领市场 面对激烈竞争，织里童装企业以"加减法"优化发展路径。湖州今童王制衣有限公司从全年龄段转向专注 8岁-18岁少年装，推出"KK少年"品牌，通过精准定位解决少年"买衣难"痛点。该公司董事长濮新泉表 示，转型六年来，核心区域市场份额稳步提升，品牌认知度与竞争力显著增强。 与"KK少年"把少年装做"大"不同，相隔仅一条街区的童装企业湖州贝媞妮服饰有限公司则开辟了 更"小"的服装赛道——宠物服饰。 该公司总经理许芷铭说，企业在保留童装主业的同时开辟宠物服饰赛道，聚焦小型犬，推出节日礼服、 户外称工装等原创设计产品。"2023年，我们宠物服饰销售额就突破200万元，现在正从社群预售拓展至 线下批发与海外订单，计划进一步布局国内外展会，进一步拓展市场。" 织里镇党委委员、副镇长王佐彬表示，作为全国2/3童装的产销基地，织里正持续推动童装产业差异 化、品牌化发展。"通过设计赋能、渠道 ...

Core Insights - The 17th "Double 11" event showcases the vitality and resilience of the Chinese consumer market, achieving the best growth in four years for Tmall [1] - The event reflects significant changes in consumer behavior and market dynamics, driven by AI integration, upgraded merchant supply, and the introduction of instant retail [3][5] Group 1: AI Integration - This year's "Double 11" is marked as the first fully AI-integrated event, enhancing efficiency in traffic matching, cost reduction for merchants, and introducing new AI shopping guide products [5] - AI applications have transformed the consumer experience, allowing for more natural and efficient interactions, thus addressing pain points like information overload and decision-making difficulties [7] - The integration of AI across the supply chain has improved operational efficiency, enabling merchants to focus on brand and product innovation [7] Group 2: Instant Retail and New Consumption Scenarios - The introduction of instant retail during "Double 11" aims to create a more inclusive ecosystem, tapping into the growing market potential, with an expected market size of over 1.4 trillion yuan and a compound annual growth rate of 25% over the next five years [9] - Instant retail has shown significant growth, with platforms like Taobao integrating it into their offerings, leading to substantial increases in transaction volumes for various brands [10] - The "big consumption" model has been validated during "Double 11," demonstrating the potential for cross-scenario consumption and enhancing consumer engagement across multiple platforms [12] Group 3: Brand Innovation and Quality Supply - "Double 11" serves as a showcase for brand innovation, with trends like "scientific skincare" and "localized home renovation" driving significant sales growth across various categories [14] - The event has seen a surge in new product launches, with nearly 40,000 brands introducing 2.45 million new products, reflecting a 46% increase year-on-year [14] - Platforms are leveraging digital capabilities to support high-quality supply, fostering innovation and growth among premium brands [15] Group 4: Economic Implications - The robust performance during "Double 11" indicates the ongoing release of market dividends in China, with optimistic prospects for expanding domestic circulation [17] - The event highlights the alignment of innovative practices with national economic development goals, contributing to high-quality economic growth [17]

Core Insights - The pet consumption sector is experiencing rapid growth, with projected sales of 9.4 billion yuan during the 2025 Double Eleven shopping festival, representing a 59% increase from 2024 [1][2] - Tmall dominates the pet sales market, accounting for 64% of sales, with a significant increase in daily sales during the event compared to September [3] - Domestic brands are rising in prominence, with top brands performing well on major platforms like Tmall and JD [4] - There is a clear trend towards premium and specialized pet products, reflecting a shift in consumer behavior towards viewing pets as family members [5] Industry Growth - The pet consumption market is projected to grow significantly, with Tmall's pet sales showing a consistent double-digit growth over four years, surpassing 50 billion yuan in annual transaction volume [3] - JD Supermarket reported a 25% year-on-year increase in new users during the Double Eleven period [2] - The overall pet consumption on platforms like Douyin is also increasing, with notable growth in pet apparel and grooming products [2] Brand Performance - The top five brands on Tmall and Douyin during Double Eleven are all domestic brands, indicating a strong local market presence [4] - Notable brands such as Guobao Pet and its products, including Maifudi, are among the top performers in the pet food category [4] Consumer Trends - The Engel coefficient for pet spending on Tmall has decreased by 2.93% over three years, indicating a diversification in pet-related expenditures [5] - There is a growing demand for high-end pet food products, with an increasing share of premium offerings in the market [5] - The market is seeing a shift towards more refined and emotional consumption patterns, as pets are increasingly viewed as integral family members [5] Investment Opportunities - The pet industry in China is expected to continue its rapid growth, with domestic brands enhancing their market competitiveness through innovation [6] - Recommended investment targets include Zhongchong Co., Ltd. (002891.SZ), Guobao Pet (301498.SZ), and Petty Co., Ltd. (300673.SZ) [6]

Core Insights - The pet consumption market is experiencing significant growth, with Tmall leading in sales during the Double 11 shopping festival, contributing 64% of total sales and achieving an explosive growth coefficient of 280% [1][3]. Group 1: Market Performance - Tmall's pet industry has maintained double-digit growth despite its scale advantage, with pre-sale amounts surpassing last year's total within just half an hour of the Double 11 pre-sale launch [3]. - In the first hour of sales, 18 brands, including Friskies and Royal Canin, each exceeded 10 million in sales, while 587 brands saw year-on-year growth [3]. - Domestic pet food brand Xianlang broke the 100 million sales mark within four hours of opening sales, indicating Tmall's position as the preferred channel for brand scaling [3]. Group 2: Domestic Brand Growth - Domestic brands accounted for 68% of the pet brands that achieved over 10 million in sales on Tmall during the Double 11 event [3]. - Brands like Maifudi and Toptrees saw significant sales increases, with Maifudi's sales growing over 90% and Toptrees' cat food sales soaring by 170% [3]. - Even in traditionally dominated segments by imported brands, domestic products like Blue's cat food emerged as top sellers, showcasing the success of domestic brands in innovation and meeting consumer demand [3]. Group 3: Cross-Industry Integration - The trend of "cross-industry integration" is creating new growth opportunities, with brands like Adidas and Xiaomi entering the pet apparel and smart drinking fountain markets, respectively [4]. - Tmall's pet product sales growth coefficient is approaching that of the apparel category, indicating a shift away from niche markets [4]. - Tmall is becoming a core testing ground for brands exploring cross-category growth in the context of the rising "it economy" [4]. Group 4: User Demographics and Ecosystem - Since its upgrade to a primary category in 2021, Tmall's pet sector has seen continuous high growth, doubling in size and surpassing 100 million annual purchasing users [9]. - Over 30% of new customers in the pet category are young, indicating a growing, high-engagement user base [9]. - The pet industry is entering a "platform ecosystem competition" phase, with Tmall's extensive user base supporting both short-term and long-term growth through comprehensive category offerings and data insights [9].

Core Insights - The pet consumption market is experiencing significant growth, with Tmall leading in sales during the Double Eleven shopping festival, contributing 64% of total sales and achieving a high explosion coefficient of 280% [1][3] - Tmall's pet industry has maintained double-digit growth despite its scale advantage, with pre-sale amounts surpassing last year's total within just half an hour [3] - Domestic brands are increasingly dominating the pet consumption landscape, accounting for 68% of the brands that achieved over 10 million in sales on Tmall during the event [3] Group 1 - Tmall's pet industry has shown remarkable growth, with 18 brands achieving over 10 million in sales within the first hour of the Double Eleven event [3] - The trend of domestic brand replacement is evident, with brands like 麦富迪 and Toptrees showing significant sales increases of over 90% and 170% respectively [3] - The pet consumption market is witnessing cross-industry integration, with brands like Adidas and Xiaomi entering the pet apparel and smart drinking fountain markets, respectively [4] Group 2 - Since its upgrade to a primary category in 2021, Tmall's pet sector has experienced continuous high growth, doubling in scale and surpassing 100 million annual purchasing users [6] - The pet industry is entering a "platform ecosystem competition" phase, with Tmall's user base supporting both short-term and long-term growth through diverse consumer insights [6] - The rise of the "it economy" is expected to further solidify Tmall's leading position in the pet industry [6]

Core Viewpoint - The pet care industry in China is experiencing growth driven by new consumer demands for services such as pet daycare, training, and fitness, despite facing challenges related to market maturity and profitability [1][3][8]. Group 1: Industry Trends - The emergence of new business models like pet kindergartens and fitness centers is a response to the evolving needs of pet owners, particularly younger demographics [1][3]. - A report from Taobao highlights that fitness and education are key trends in pet ownership, indicating a shift towards more engaging and active pet care services [1]. Group 2: Business Models - The "pet kindergarten" model focuses on providing daytime care and activities for pets, targeting working professionals who want to keep their pets engaged while they are at work [4][6]. - The "pet gym" concept aims to cater to both healthy and rehabilitating pets, offering specialized services that are still relatively new in the Chinese market [8][9]. Group 3: Market Challenges - High operational costs, including rent and staff salaries, pose significant challenges for pet service providers, with some businesses struggling to maintain profitability [3][4][12]. - The need for consumer education regarding pet fitness and wellness is critical, as many pet owners are not yet aware of the importance of regular exercise for their pets [16][17]. Group 4: Customer Segmentation - The target market for these services is a niche segment of pet owners who view their pets as family members and are willing to invest in their well-being, typically comprising around 10% of the pet-owning population [6][8]. - Successful businesses are focusing on creating a comprehensive service offering that includes retail, training, and wellness services to enhance customer engagement and revenue streams [6][12].

Core Insights - The article highlights the journey of a young professional exploring the cross-border Print on Demand (POD) business model as a side hustle, emphasizing the challenges and eventual success through the use of a supportive platform [1][3][21] Group 1: Cross-Border POD Model - The cross-border POD model allows for on-demand customization without the need for inventory, making it suitable for small sellers with limited capital [3][9] - Customized products can command higher prices, with examples showing a standard pillow selling for $15 and a customized version for $25, indicating significant profit potential [3] Group 2: Challenges Faced - Initial challenges included finding factories willing to accept small orders, long delivery times, and high return rates due to logistics issues [6][12] - The entrepreneur faced overwhelming responsibilities, including marketing, customer service, and supply chain management, leading to doubts about the business choice [6][17] Group 3: Solution through HICUSTOM Platform - The HICUSTOM platform offers a comprehensive global supply chain solution, addressing key pain points such as product selection, production, logistics, and after-sales service [8][9] - The platform supports a wide range of logistics options and boasts a high delivery success rate, significantly improving competitiveness against local stores [12][14] Group 4: Business Transformation - After partnering with HICUSTOM, the entrepreneur was able to focus on marketing and store management, leading to increased sales and a more balanced work-life dynamic [17][21] - By the end of 2024, the side business became profitable, with monthly earnings approaching half of the primary job income, showcasing the effectiveness of the platform [17][19] Group 5: Future Plans - The entrepreneur plans to expand product offerings to include custom canvas bags and pet apparel, aiming to grow the customer base and eventually transition to full-time entrepreneurship [19][21]

Industry Overview - The "pet economy" in China has entered a rapid growth phase, with various policies and activities being launched to support this sector, leading to a surge in related stocks. The Wind Pet Economy Index has increased by over 37% year-to-date as of September 24 [1] - The pet market size in China has grown from 97.8 billion yuan in 2015 to 592.8 billion yuan in 2023, with a compound annual growth rate (CAGR) of 25.4%. It is expected to reach 811.4 billion yuan by 2025, and potentially 1.15 trillion yuan by 2028 [2][3] Market Demand and Growth Potential - The current pet penetration rate in Chinese households is still lower compared to developed markets, indicating strong future growth potential for the pet economy. Key segments such as pet food, medical care, and cleaning products are currently the largest and fastest-growing areas [3] - There is significant room for growth in the pet industry, with reports suggesting that the market size could double in the coming years [2] Policy Support and Local Government Initiatives - Local governments are increasingly providing policy support for the pet economy. For instance, Wuxi, Jiangsu, aims to exceed 3 billion yuan in pet-related industry scale by 2027, while Suzhou, Anhui, is focusing on technological innovation and e-commerce development in the pet sector [3] - Zhejiang province has proposed to develop smart pet products and encourage the use of advanced technologies in product innovation [3] Corporate Activities and Investments - Several listed companies are actively investing in the pet economy. For example, Huangshanghuang announced a 494.7 million yuan acquisition of a 51% stake in a freeze-dried food manufacturer, which will supply products for pet food brands [4] - Three squirrels have established two wholly-owned subsidiaries focused on pet food, with a registered capital of 5 million yuan for one of them [4] - Jinhai Biological has launched a pet care app utilizing a self-developed emotional multimodal model, indicating a trend towards technology integration in pet care [4] - Delisi has signed a strategic cooperation agreement with food companies to collaborate on product supply, market expansion, and freeze-dried pet food development [5]