春节临近，2026年年货消费旺季已然拉开序幕。 商务部正深入实施提振消费专项行动，组织开展新春消费季、网上年货节、老字号嘉年华等系列扩消费活动，推动"政策+活动"双轮驱动，创新打造多元化 消费场景，扩大优质商品和服务供给，更好满足城乡居民节日消费需求。 与往年不同，新京报贝壳财经记者探访线上、线下商超发现，今年的年货市场呈现出鲜明的新特征：随着年轻消费群体成为主力，年货采购正从过去以家庭 为单位的"集中囤货"，转向更个人化、场景化的"即时满足"。 与此同时，曾经作为节前统一备货的"库存商品"，如今已融入日常生活，成为随时可得的选择。其中，宠物经济异军突起成为消费新热点，即时配送服务的 升级则让"随时随地办年货"成为现实，新消费、新趋势共同勾勒出2026年年货市场的多元图景。 从"储备物资"到"即时悦己"，商超引入人工智能玩法 "以前办年货，都是全家出动，拉着购物车批量采购米面油、烟酒糖茶，堆在家里能吃大半个月。现在不一样了，想吃车厘子随时下单，30分钟就能送到 家，不用囤着占地方。"在北京工作的95后消费者李女士的感受，道出了年货消费的核心转变。 淘宝闪购年货节数据印证了这一趋势。年货节期间，进口车厘子售出超 ...

当智能喂食器守 护宠物三餐，猫 咖成为年轻人社 交新据点，宠物 大湾区宠物经 济"铁三角"，撬 动万亿市场_南 方+_南方plus 产业园纳入城市 规划，宠物经济 早已突破"养宠 消费"的单一维 度，成为新消费 赛道的核心增长 极。 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%，两年后 有望突破1万亿 元大关。这一数 据涵盖了宠物食 品、医疗、用 品、美容、保险 等全产业链的市 场规模。 粤港澳大湾区凭 借8000万高消费 人口、23.5%的 养宠家庭渗透 率，以及坚实的 产业基础，成为 中国宠物经济 的"消费热土" 。 在"媒体+"首届 大湾区宠物行业 盛典暨宠物年货 节即将举办之 际，大湾区正以 标准规范市场发 展，依托科研力 量破解行业痛 点，以"媒体 +"赋能生态，构 成"铁三角"，撬 动万亿市场蓝 海。 机遇叠加，大湾区宠物产业"全链条协同" 宠物经济的繁 荣，本质是消费 升级与情感需求 升级的双重体 现。大湾区经济 实力强劲，为宠 物消费的高端 化、多元化提供 了支撑。 广东省农 ...

回顾2025展望 2026 中国宠物 行业2025年十大 事件盘点_南方 +_南方plus 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 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 发展转型期。 梳理全年发展脉 络，十大关键事 件不仅勾勒出行 业发展全貌，也 为2026年市场趋 势奠定基调。 事件一 两项宠物 行业国标 落地诊疗 经营规范 体系全面 建立 2025年1月，国 家市场监督管理 总局批准发布 《宠物诊疗机构 诊疗服务指南》 《宠物经营场所 环境清洁与消毒 指南》两项推荐 性国家标准，于 8月1日正式实 施。2月27日， 全国伴侣动物 （宠物）标准化 技术委员会在北 京召开宣贯会， 明确标准实施要 求与推广路径。 其中，《宠物诊 疗机构诊疗服务 指南》由新瑞鹏 牵头起草，首次 系统规范诊疗流 程、设备配置及 功能区管理； 《宠物经营场所 环境清洁与消毒 指南》覆盖宠物 店、游乐场所等 全场景，明确清 洁消毒流程及特 殊情况处置方 案。同期 ...

Core Insights - The 2025 Double Eleven shopping festival experienced a significant decline in excitement and sales reporting compared to previous years, with major platforms like Taobao, JD, and Pinduoduo being notably subdued in their announcements [1][3] - Despite the lack of specific sales figures from platforms, third-party data indicated a total online sales figure of 16,950 billion yuan, representing a 14.2% increase from the previous year [3][4] Sales Performance - Total transaction volume for 2025 reached 16,950 billion yuan, up from 14,418 billion yuan in 2024, marking a 14.2% year-on-year growth [4] - Comprehensive e-commerce transaction volume was 16,191 billion yuan, a 12.3% increase from 11,093 billion yuan in 2024 [4] - Instant retail transaction volume surged to 670 billion yuan, a remarkable 138.4% increase from 281 billion yuan in 2024 [4] - Community group buying transaction volume fell to 90 billion yuan, down 35.3% from 138 billion yuan in 2024 [4] Consumer Behavior - The average daily sales during the 36-day event were only 472 billion yuan, significantly lower than the peak daily average of 1,048 billion yuan in 2022 [5] - The volume of express deliveries increased by only 6.4%, indicating a lack of overwhelming demand [5] - Younger consumers (those born in the 1990s and 2000s) are now the main spending force, with their average spending increasing by 30% [9] Emerging Trends - Instant retail emerged as a major highlight, with live-streaming retail sales reaching 670 billion yuan, a 138.4% increase from the previous year [7] - Consumers are increasingly valuing "hidden benefits" such as immediate delivery and emotional satisfaction over traditional price discounts [19] - Health-conscious products and smart home appliances are gaining traction, with 82% of consumers purchasing kitchen appliances for health reasons [14] Customer Expectations - A significant 28.9% of consumers prioritize reliable after-sales service over influencer recommendations, which only 7.9% consider important [16] - Brands that offer trustworthy after-sales support, like 365-day return policies, are seeing increased consumer trust and sales growth [16][17] - The market is shifting towards brands that understand consumer needs rather than those competing solely on price [19]

年轻群体"倒逼"产业升级 除了硬核的制造业，深圳还在探索宠物经济的"软服务"闭环。 当年轻人忙着"吸猫撸狗"汲取情绪价值，深圳正在这股热潮中迎来"它经济"的飞速发展。 12月7日，南都记者从深圳宝安区宠物产业高质量发展大会上获悉，作为新的消费增长极，深圳宠物经 济正呈现爆发式增长。 据大会现场披露的一组数据，2024年深圳宠物产业规模已超过100亿元，仅今年新注册的相关企业就达 到2.2万家。与此同时，目前深圳宠物行业相关企业总量已超10万家。 与传统印象中以食品、繁育为主的模式不同，依托电子信息产业优势，深圳正在智能喂食器、宠物医疗 器械等高附加值环节形成"智造"壁垒，一条覆盖"生老病死"全生命周期的产业链已然成型。 深圳"它经济"智造力量 "宠物经济连接着民生福祉与经济增长，融合了情感消费与科技制造。"深圳市市场监督管理局动物防疫 和监管处处长、深圳市宠物经济办公室主任刘泉在致辞中指出，深圳宠物产业已形成科技创新与市场驱 动并重的发展体系，正成为现代服务业与先进制造业融合发展的生动注脚。 在这一版图中，以产业大区宝安为例，其已成为深圳宠物经济的"硬核引擎"。 记者了解到，不同于单纯的消费市场，宝安区瞄准的 ...

Core Insights - The pet economy in Shenzhen is experiencing explosive growth, with the industry scale expected to exceed 10 billion yuan in 2024 and 22,000 new related enterprises registered this year [2][5] - Shenzhen is forming a comprehensive industrial chain covering the entire lifecycle of pets, moving beyond traditional models focused on food and breeding to include high-value segments like smart feeding devices and pet medical equipment [2][3] Industry Development - Shenzhen's pet industry has established a development system that balances technological innovation and market-driven growth, becoming a vivid example of the integration of modern service and advanced manufacturing industries [2] - Bao'an District is highlighted as a key engine for Shenzhen's pet economy, with approximately 400 medical device manufacturing companies, the highest among all districts in the city, covering the entire chain from diagnosis to vaccine development and pet medicine production [3] Market Potential - The younger demographic, particularly those born in the 1990s and 2000s, is driving industry upgrades by viewing pets as companions and being willing to spend on pet-related services [5] - Shenzhen has pioneered various pet-related services, including the establishment of pet-themed parks and the introduction of the first "pet waiting lounge" at an airport in China, addressing travel challenges for pet owners [5] Future Directions - The city aims to avoid low-level repetitive construction by guiding the industry towards clustering and high-end development, focusing on high-value segments such as smart pet products and pet healthcare [5] - With the goal of becoming a "pet-friendly city" and implementing supportive policies, Shenzhen is expected to transition from a major pet consumption market to a globally influential "pet manufacturing hub" [5]

Core Insights - The Chinese pet industry is experiencing a significant shift as pet ownership evolves from functional roles to viewing pets as family members, leading to an increase in pet numbers, particularly cats, which have surpassed dogs in urban households by 2022 [1][2][4] - The aging pet population presents new challenges, with a projected 30 million pets entering their senior years by 2025, indicating a growing market for products and services tailored to older pets [4][10][12] Group 1: Aging Pet Demographics - Pets are considered "senior" after the age of 7, with less than 30% of dogs and 20% of cats in China being over this age as of 2024, indicating a relatively young pet population compared to mature markets [2][4] - By 2025, approximately 30 million pets will be in their senior years, suggesting that one in four pet-owning households will need to address aging-related issues [4][10] - The average lifespan and aging characteristics differ between dog and cat breeds, necessitating tailored care and products for each species [6][8] Group 2: Market Demand and Supply Gap - The current market for senior pet products is underdeveloped, with only 3.2% of the total pet food market in China dedicated to senior pet food, highlighting a significant gap compared to mature markets [13][18] - Pet owners often lack awareness of the specific nutritional needs of aging pets, leading to a reliance on general pet food that may not meet their health requirements [13][18] - There is a notable shortage of specialized products for health monitoring and assistance for aging pets, such as dynamic blood glucose monitors and appropriate care equipment [17][18] Group 3: Consumer Behavior and Spending Trends - Pet owners are increasingly willing to invest in specialized products for their aging pets, with around 70% of senior pet owners purchasing dedicated senior pet food or prescription diets [10][12] - The demand for professional veterinary services for aging pets is rising, with 70% of pet hospitals reporting an increase in senior dog visits [18][20] - The financial burden of caring for aging pets is significant, with high medical costs and a lack of insurance options for pets over 10 years old, prompting a shift towards preventive care [23][25] Group 4: Opportunities for Innovation - The unmet needs of aging pets present opportunities for innovation in product development, focusing on tailored nutrition and health management solutions [25][40] - Brands are beginning to explore advanced product offerings, such as specialized diets for different aging stages and incorporating traditional herbal ingredients into pet care [29][36] - The market for smart care devices is emerging, with potential for technology to assist in monitoring and managing the health of aging pets [39][40]

Investment Rating - The report does not explicitly state an investment rating for the pet tech industry Core Insights - The pet tech industry is experiencing rapid growth driven by the transformation of pets from functional animals to emotional companions, leading to increased consumer demand for high-quality products and services [14][19] - The market for pet tech products is expected to see explosive growth, particularly in smart feeding devices, health monitoring equipment, and interactive entertainment products, with a projected market size of 10.2 billion yuan in 2024 [24][22] - The consumer demographic for pet tech products primarily consists of young adults aged 24-34, predominantly female, living in first-tier and new first-tier cities [34][35] Summary by Sections Panorama of Pet Tech Industry Development - Pet tech products enhance pet care efficiency and improve the quality of life and interaction experiences for both pets and their owners [5][6] - The industry has evolved from traditional pet supplies to smart, automated solutions that cater to diverse consumer needs [9][11] Consumer Needs and Behavior Trends in Pet Tech - The average annual spending on pet care is 4,440 yuan, with pet tech products accounting for 50.8% of pet supplies expenditure [28][29] - Consumers prioritize practicality and cost-effectiveness when selecting pet tech products, with a strong preference for features that enhance user experience and scientific care [63][64] Pet-Friendly Tech Products: Trends and Typical Cases - The pet tech industry is advancing along three main trends: smart technology, health-focused solutions, and personalized experiences, which collectively enhance the human-pet relationship [105][106] - AI-powered companion robots are emerging as a key segment in the pet tech market, offering emotional support and interaction capabilities [107]

Core Viewpoint - The eighth China International Import Expo (CIIE) showcases innovative interactive exhibition areas, including sports and pet-themed zones, highlighting trends in consumer goods and sustainable living [1][11]. Group 1: Sports and Interactive Experiences - The expo features an outdoor sports area where attendees can engage in activities like table tennis and basketball, as well as experience winter sports through a VR skiing simulator [3]. - The introduction of the "CIIE Sports Park" allows visitors to enjoy sports-related experiences and purchase professional winter sports equipment [3]. Group 2: Pet Economy - A new pet-themed exhibition area, "Pet Expo," presents advanced products for pet care, such as an automatic cat litter box that provides health reports via an app [5][7]. - Smart feeding devices are also showcased, allowing pet owners to schedule feeding times and monitor their pets through built-in cameras [7]. Group 3: Sustainable and Green Consumption - The expo emphasizes sustainable living with various low-carbon consumption displays, including DIY projects using recycled materials [13]. - Exhibitors are promoting green lifestyles, showcasing products that integrate sustainability into everyday life [11]. Group 4: Cultural Integration and Market Engagement - Many international exhibitors incorporate Chinese cultural elements into their products, enhancing emotional connections with Chinese consumers [14]. - Notable brands, such as a Danish toy company, are launching products that reflect Chinese traditions, indicating a strategic approach to market entry [15]. Group 5: Long-term Participation and Brand Commitment - A significant number of exhibitors, including 170 companies and 27 institutions, have participated in all eight editions of the expo, demonstrating their commitment to the Chinese market [16]. - The event serves as a platform for brands to unveil new products, engage with partners, and explore future trends, reinforcing their investment in the Chinese market [15].

Core Insights - The pet economy has evolved from a niche hobby to a significant market force, with a projected scale exceeding 300 billion yuan in urban dog and cat markets by 2024, and expected to surpass 400 billion yuan by 2027 [10][12] Industry Trends - The pet industry is experiencing a shift towards younger and more educated pet owners, with individuals born in the 1990s and 2000s accounting for over 60% of pet owners, driving a transition from quantity to quality in consumption [10][12] - The rise of emotional consumption and the companionship economy is transforming pets from functional companions to family members, increasing the demand for pet-related travel and services [7][10] Market Dynamics - The 2025 China Pet Industry Market Report indicates that the pet food sector remains the largest market share, driven by essential needs, while segments like pet healthcare and services are also growing rapidly [12] - The competitive landscape is intensifying, with a continuous rise in new registrations of pet-related businesses, and local pet food companies are increasing R&D investments to develop competitive brands [12] Consumer Behavior - Consumers, particularly those from the post-80s and post-90s generations, prefer online channels for purchasing pet products, with a notable trend towards using short videos and social media for information and purchases [10][11] - The ongoing "Double Eleven" shopping festival has seen a surge in pet product sales, indicating a growing trend towards high-end pet consumption [11][12] Event Highlights - The inaugural "Pet Theme Exhibition Area" at the Import Expo showcased numerous global pet brands, including innovative products like automatic pet toilets and specialized pet strollers, reflecting the industry's focus on smart and health-oriented solutions [4][6][9] - The event also facilitated one-on-one matching services for brands, enhancing the connection between international products and Chinese consumers, while providing local brands with opportunities for global trade [9][10]