出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 肖思佳 Busy Money "宁康瑞珠"完成超亿元A轮融资 36氪获悉，据舟渡资本消息，"宁康瑞珠"宣布完成超亿元人民币A轮融资。本轮融资由龙磐投资领投，峰瑞资本、阳光融汇资本跟投，舟渡资本担任独家 财务顾问。本轮融资将大幅加速拓展公司的技术平台，推进临床研究，布局差异化优势管线。 安澜动力完 成 千万元天使+轮融资 近日，安澜动力完成千万元天使+轮融资，这也是公司在半年内完成的第二轮融资。投资方：香港X科技基金（HKX）、清水湾二期基金、韧行投资。资 金用途：将重点用于产品功能样机的迭代研发与测试，团队人才完善。 安澜动力是一家专注于休闲船艇电动化与智能化研发的公司，致力于通过融合电动动力、网联和智能交互与创新设计，为亲水用户提供更省心、更便利、 更安全且环保的新一代电动智能摩托艇产品。在电动化方面，公司基于自主构建的船体三电耦合匹配平台，依托中国成熟的"三电"供应链，开发动力系 统解决方案。 江六筒宠物鲜食获2000万天使轮融资 近日，江六筒宠物鲜食完成2000万元天使轮融资。本轮融资将主要用于产品研发升级、产能扩 ...

从盒马离任，几度创业沉浮，盒马鲜生前CEO侯毅再次回到起点。这次他选择最熟悉的战场——生鲜， 却换了最轻的武器——直播。侯毅的"老菜芮选"直播间近日开播，销售各类生鲜产品，价格从几十元至 几百元不等。卸下实体店的重资产包袱，侯毅以"老菜"IP为信任背书，亲自充当专业买手。生鲜市场已 严重分化：一头是巨头们比拼"即时达"与品质，另一头是本地化的基础供给，"中间地带"的品质需求依 旧悬空。直播红海厮杀惨烈，生鲜尤其考验"信任溢价"与"复购率"。侯毅押注的正是他多年积累的选品 与供应链能力，零售的"尽头"未必是直播，但老兵转身让行业意识到零售业正在回归商品和效率。 北京商报记者尝试联系"老菜芮选"，了解买手与品牌方的合作模式及未来的发展规划等。但截至发 稿，"老菜芮选"方面并未给出回复。 直播电商赛道早已是"红海"，农产品、生鲜电商占据不小的比例。中国食品（农产品）安全电商研究院 最新报告显示，今年上半年，中国农产品电商交易额突破2.18万亿元，同比增长14.7%。其中，生鲜类 产品以35.6%的占比成为绝对主力，同比增长21.3%。而直播电商以47.2%的同比增长率一骑绝尘，占到 总交易额的28.4%。在竞争异常 ...

近日，侯毅的"老菜芮选"直播间开播，销售各类生鲜产品，价格从几十元至几百元不等。卸下实体店的 重资产包袱，侯毅以"老菜"IP为信任背书，亲自充当专业买手。生鲜市场已严重分化：一头是巨头们比 拼"即时达"与品质，另一头是本地化的基础供给，"中间地带"的品质需求仍旧长期悬空。直播红海厮杀 惨烈，生鲜尤其考验"信任溢价"与"复购率"。侯毅押注的正是他多年积累的选品与供应链能力，零售 的"尽头"未必是直播，但老兵转身让行业意识到零售业正在回归商品和效率。 全文共2965字，阅读大约需要7分钟 "老菜"是侯毅在阿里时的花名。根据侯毅在视频中的介绍，"老菜芮选"的模式在逻辑上与他在盒马时期 的选品理念相似，但在形式上有所不同。 北京商报记者丨王维祎 从盒马离任，几度创业沉浮，盒马鲜生前CEO侯毅再次站回起点。这次他选择最熟悉的战场——生鲜， 却换了最轻的武器——直播。 零售的"尽头"是直播？ 自盒马离任以来，侯毅似乎一直走在创业的路上。如今，他的第三次创业已经开始了。"侯毅说"视频号 也为"老菜芮选"的带货直播进行预告。在近日的直播中，侯毅坦言，此举是为了将个人美食兴趣与创业 结合，通过自己的经验背书，为消费者优选食品。 ...

从盒马离任，几度创业沉浮，盒马鲜生前CEO侯毅再次站回起点。这次他选择最熟悉的战场——生鲜，却换了最轻的武器——直播。近日，侯毅的"老菜 芮选"直播间开播，销售各类生鲜产品，价格从几十元至几百元不等。卸下实体店的重资产包袱，侯毅以"老菜"IP为信任背书，亲自充当专业买手。生鲜 市场已严重分化：一头是巨头们比拼"即时达"与品质，另一头是本地化的基础供给，"中间地带"的品质需求仍旧长期悬空。直播红海厮杀惨烈，生鲜尤其 考验"信任溢价"与"复购率"。侯毅押注的正是他多年积累的选品与供应链能力，零售的"尽头"未必是直播，但老兵转身让行业意识到零售业正在回归商品 和效率。 零售的"尽头"是直播？ 自盒马离任以来，侯毅似乎一直走在创业的路上。如今，他的第三次创业已经开始了。"侯毅说"视频号也为"老菜芮选"的带货直播进行预告。在近日的直 播中，侯毅坦言，此举是为了将个人美食兴趣与创业结合，通过自己的经验背书，为消费者优选食品。 在昨晚的直播中，北京商报记者从侯毅的橱窗信息中看到，水产生鲜、水果等食材，价格从几十元到几百元不等。橱窗商品销量超1600件，回头客超200 人，跟买人数超400人，评分4.85分。 "老菜"是侯毅 ...

预计阅读时长 O mins 本文整理自播客「声动早咖啡」 侯毅对每日经济新闻表示，派特鲜生项目最大的局限在于，单一客户的消费极其有限，一只狗或一只猫，一个 月的食品消费顶多只需要 300 元，即使市场在不断增长，规模也不足以支撑起一家连锁公司。 ecoloire 鲜粮保质期 20 周、冷链烧钱、主粮占 60% 份 额，派特鲜生「性价比」救不了复购。 欢迎来到今天的轻解读。根据毕马威发布的报告，2015 年，中国的宠物市场规模还只有 978 亿元，随后整个 市场进入高速增长期，预计到今年将突破 8114 亿元。其中，按照细分业务来看，宠物食品占据了整个宠物赛 道一半以上的份额，是宠物经济的核心驱动力。而创业之初的侯毅，正是看到了这样的机会。这位盒马的创始 人曾对行业媒体表示，在成熟的宠物市场美国，已经跑出了 Freshpet 这样的宠物鲜粮公司，去年实现盈利，英 国也有类似的品牌 Butternut box，完成了多轮融资，而中国还没有出现对标的公司，但未来，国内消费者对于 天然、健康属性的宠物食品需求将会进一步释放，宠物鲜食赛道存在发展空间。 巴伦周刊的报道显示，成立于 2006 年的 Freshpet，实际 ...

Core Insights - The first store of Pat Fresh in Shanghai's Haicu Cultural Plaza has closed after 276 days of operation, with the pet food shelves nearly empty at the time of closure [4][7][10] - The store initially experienced high customer traffic and was located in a pet-friendly area, but ultimately faced significant losses leading to the decision to exit physical retail [11][12] Group 1: Store Performance - The store opened on February 22 and featured a 200 square meter space with a fresh food area and over 300 types of bulk snacks for pets [10] - Despite a promising start, the company has struggled to meet its expansion goals, with only a fraction of the planned 100 stores opened by 2025 [11] Group 2: Future Plans - The company plans to transition some of its stores to a new brand called "Pet Tian Tian," which will continue to operate in the pet food sector [13][15][16] - The founder, Hou Yi, aims to focus on supply chain efficiency and effective store operations rather than aggressive expansion [11]

Core Viewpoint - The article discusses the rapid decline of the pet retail brand "Paiteshengsheng," founded by Hou Yi, highlighting the challenges faced in the physical retail space and the decision to close all offline stores while retaining online operations [5][16][20]. Group 1: Company Overview - "Paiteshengsheng" was launched by Hou Yi in February 2023, with plans to open 100 stores in Shanghai, focusing on new retail, discounting, and pet-owner socialization [10][13]. - The brand aimed to innovate in pet food retail by combining fresh food preparation with a social space, offering a variety of pet products and emphasizing high-quality, personalized feeding options [14][20]. Group 2: Business Challenges - Within 9 months of operation, 7 out of over 10 stores in Shanghai were closed due to high operating costs, including rent and labor, and a lack of customer traffic [5][16][18]. - The shift in consumer behavior towards online shopping for pet products has further strained the viability of physical stores, making it difficult to achieve profitability despite lower pricing strategies [19][20]. Group 3: Market Insights - The overall pet economy in China is projected to grow, with the market size expected to exceed 300 billion yuan in 2024, indicating potential for future opportunities despite the struggles of "Paiteshengsheng" [20][21]. - The penetration rate of fresh pet food in China remains low at under 5%, suggesting significant room for growth compared to markets like the U.S., where it stands at 36% [21][22].

Core Insights - The article discusses the launch of a new online brand "Chong Tian Tian" by the founder of Pet Fresh Life, Hou Yi, following the closure of physical stores, indicating a strategic pivot in the pet food sector [1][4][11] Group 1: Company Developments - "Chong Tian Tian" focuses on the pet fresh food segment, leveraging a strong supply chain and human-grade production standards [1] - The new brand has already established an online presence on Xiaohongshu, with limited initial engagement [1] - The establishment of Shanghai Chong Tian Tian Network Technology Co., Ltd. was officially registered in October 2023, with Hou Yi as the legal representative [4] Group 2: Market Context - The pet economy in China is experiencing significant growth, with projections indicating the market could exceed 811.4 billion yuan by 2025 [14] - Pet food, particularly fresh food, is becoming a core driver of this growth, with a notable increase in consumer interest [14][16] - The fresh food segment offers higher profit margins compared to traditional pet food, with gross margins typically reaching 60-70% [16] Group 3: Challenges and Opportunities - The fresh pet food market faces challenges such as high costs, supply chain pressures, and a lack of industry standards, which complicate quality control [16][18] - Competition is intensifying, with major global players dominating the market, making it difficult for new brands to establish themselves [16][18] - The article emphasizes the need for brands to focus on niche demands, balance innovation with cost, and build stable supply chains to ensure sustainable growth [18]

Core Insights - The pet fresh food brand "Paiteshengsheng," founded by the former CEO of Hema, is closing all 18 offline stores within nine months of opening, transitioning to an online brand called "Chongtiantian" [4][14] - The brand faced significant challenges in maintaining customer loyalty and product freshness, leading to a decline in sales and ultimately the decision to close physical locations [11][9] Summary by Sections Store Operations - The store is currently offering a clearance sale with discounts of up to 50% on remaining products as it prepares to close [5] - Customer traffic has been low, with most purchases being one-time transactions rather than repeat business [5][11] - Online orders have seen a temporary increase due to discounts being applied to delivery platforms [7] Customer Feedback - Negative customer reviews have emerged, citing issues with product freshness and quality, leading to health concerns for pets [8][9] - Many pet owners prefer established brands or homemade options, indicating a lack of trust in the freshness of Paiteshengsheng's offerings [11] Business Model Challenges - The attempt to replicate Hema's fresh retail model in the pet food sector has not succeeded, with low profit margins and high operational costs contributing to losses [11][14] - The membership system failed to create a significant customer base, and the brand struggled to compete on price and quality [11][12] Future Plans - The founder plans to pivot to an online model with "Chongtiantian," leveraging existing supply chains and social media platforms for sales [14] - The success of this transition remains uncertain, as consumer trust in the brand may be compromised following the closure of physical stores [14]

Core Insights - The founder of Hema, Hou Yi, announced the closure of all offline stores of his pet food brand, Paitexiansheng, by mid-December, retaining only online operations due to high costs and low profitability of small-scale physical stores [1][2] Group 1: Company Overview - Paitexiansheng was established in 2024, focusing on a "freshly made" pet food retail model, with 18 stores opened by November 19, 2023, of which 7 have already closed [1] - The brand aimed to expand rapidly, with a goal of opening 100 stores in Shanghai by 2025, and raised $25 million in angel funding, setting a record in the domestic pet industry [1][3] Group 2: Challenges Faced - The failure of Paitexiansheng is attributed to two main issues: the discount store model not resonating with consumers who prefer established industrial brands, and difficulties in promoting fresh food products due to higher pricing compared to competitors [2] - The operational challenges include the need for cold chain logistics for fresh food, short shelf life, and a lack of unified industry standards, making large-scale offline stores less viable [2][3] Group 3: Industry Context - The pet food market in China is projected to exceed 811.4 billion yuan by 2025, with pet food being a crucial segment [3] - The global fresh pet food market is expected to surpass $4.5 billion by 2025, with a compound annual growth rate of 21.3%, indicating a growing trend despite Paitexiansheng's exit [3] - The penetration rate of fresh food feeding in China remains below 5%, significantly lower than the 36% in the U.S., suggesting room for growth in this segment [3] Group 4: Future Directions - Hou Yi reflected on the need for deeper understanding of the pet food industry, indicating a potential return to familiar territory in the fresh food sector for future ventures [4]