男子独自一人驾驶叉车，在偌大的仓库中"加班加点"。这不是他的加班日常，而是盗窃现场。 "我们仓库的货丢了……"日前，市公安局苏家屯分局沙河派出所110接到辖区某企业负责人报警称，仓 库内丢失大量猫粮，总价值达44万元，民警立即赶到现场。 视频显示：仓库工人柳某曾多次在下班后独自返回仓库，驾驶叉车在仓库内装运大量猫粮，而后用私家 车将猫粮运走。 （来源：沈阳晚报） 转自：沈阳晚报 在公安机关，犯罪嫌疑人柳某供述了其自2025年5月至11月，作案70余次的犯罪事实。每次得手后，他 再以低价将猫粮转手卖给他人，累计非法获利8万余元。当被问及赃款去向，柳某答道，"都被我花在给 主播打赏上了！" 目前，犯罪嫌疑人柳某因涉嫌盗窃罪，已被警方依法予以刑事拘留，案件正在进一步办理中。 沈阳晚报、沈阳发布客户端 记者 徐佳婷 民警迅速行动，于当日将其在仓库内抓获。"我趁下班没人的时候把猫粮运走，有时候一次几十袋，有 时候一次一百袋……" ...

（来源：新华日报） 但是后来发现，我们并没有失联，因为还有一个"猫"（Modem）。 那时候，微信刚刚流行起来。这个小小的绿色图标背后，是无数个"猫"（Modem）在默默工作，链接着 天南海北的陌生人。因为这只叫元宝的猫，我和章鱼成了微信好友。 从此，我开始关注他的朋友圈。彼时他在上海做平面设计，养着好几只血统高贵的赛级猫。镜头里的 他，穿搭时髦，生活精致，那些猫更像是他繁华都市生活的注脚，是朋友圈里最吸人眼球的"单品"。 □ 王 茜 我们是因为一只猫认识的，十三年前的那个秋天。 那时，我刚刚工作不久，心里攒着一股劲——要用自己挣的钱，买自己喜欢的东西。在论坛上看到章鱼 发的帖子，他要转手一只加菲猫。照片里，那猫有张憨憨的扁脸，眼睛很大，看起来特别温顺。我几乎 没有犹豫，咬咬牙，转去了两个月工资，三千块钱。 章鱼收钱时，顺手发过来一页电子版饲养须知。我盯着那些密密麻麻的文字，突然意识到，我即将迎接 的不仅仅是一只宠物，而是一段需要负责任的生活。 其实关于猫，我有更早的记忆。小时候，父亲从外婆家抱回一只猫，取名"花虎"。记忆模糊得很，说不 清花虎是何时怀上的，只记得它生下的第一窝猫仔，全被父母送给了邻里。后来花 ...

一袋猫粮数百元、宠物疫苗年销售额破亿元，以及宠物专用扫地机器人逐渐成为城市养宠家庭标配，从 数据来看，宠物消费从过去的边缘成为拉动消费增长的新引擎。近日，京东发布的数据显示，宠物消费 逐年增长。2025年，养宠家庭作为一个独特的消费单元，需求贯穿了家居清洁、环境健康、休闲娱乐乃 至家具设计等各个生活领域。宠物，成为撬动智能家居、健康家电甚至快消品等庞大市场新增量的关键 变量。新品消费的迅猛增长和品牌推新频率的加快，正是这一"融合创新"活力的体现。 生态扩张 "宠物+"消费爆发 宠物经济最引人瞩目的趋势是"外溢效应"与服务功能"融合能力"。宠物消费不再局限于食品、用品等传 统品类，它像"靶向系统"一样，点向传统品类时，为其注入新的增长动能。 宠物消费呈现"宠物需求人性化""人类产品宠物化"的特点。以传统的家用电器吸尘器为例，京东数据显 示，2025年，北京地区宠物吸毛器成交额增长65%，除此以外，智能猫厕所、宠物摄像头等养宠类刚需 电器的销售实现快速增长。京东方面指出，扫地机器人、空气净化器、除螨仪等传统生活家电，纷纷推 出"养宠家庭适用"版本，并成为重要的增长点。 另外，数据显示，北京地区鱼缸/水族箱品类实现 ...

一袋猫粮数百元、宠物疫苗年销售额破亿元，以及宠物专用扫地机器人逐渐成为城市养宠家庭标配，从数据来看，宠物消费从过去的边缘成为拉动消费增长 的新引擎。近日，京东发布的数据显示，宠物消费逐年增长。2025年，养宠家庭作为一个独特的消费单元，需求贯穿了家居清洁、环境健康、休闲娱乐乃至 家具设计等各个生活领域。宠物，成为撬动智能家居、健康家电甚至快消品等庞大市场新增量的关键变量。新品消费的迅猛增长和品牌推新频率的加快，正 是这一"融合创新"活力的体现。 无论是养宠家庭保洁，还是上门喂养，都标志着养宠消费观念从"养宠"向"宠养"迭代，各类宠物饮食健康、情感满足、个性体验、医疗保健等服务型消费新 赛道涌现。 京东数据指出，宠物健康已成为无可争议的消费增长第一动力。全国宠物消费大盘中，2025年，宠物处方食品同比增幅高达290%，宠物治疗药增长80%， 情绪舒缓类产品增长超90%，这些数字远高于传统品类增长。 在直播渠道，宠物处方食品、驱虫和综合营养稳居销量前三。具体到产品，皇家品牌的泌尿道、肠道处方粮，硕腾的速诺消炎片、勃欣定（宠物心脏病药） 等专业药品销量突出。 生态扩张 "宠物+"消费爆发 宠物经济最引人瞩目的趋势是 ...

2025年12月，深圳。在第九届亚宠华南展这片汇聚全球产业焦点的舞台上，国产宠物品牌凯锐思的展 位，成为一个独特的"引力场"。这里不仅展示产品，更在构建一个完整的"科学养宠"生态。在宠物行业 迈向3000亿规模、竞争从渠道转向价值链效率的深度博弈期，凯锐思以其八年磨一剑的"科学养宠.专宠 专用"体系，向行业演示了如何穿越同质化红海，实现从规模增长到价值引领的质变。 一、深度互动：将"专业"转化为可感知的用户体验 "陪伴时光"艺术工坊：萌宠绘画墙前排起长队，宠主们用画笔记录爱宠的最萌瞬间。凯锐思将用户对宠 物的真挚情感，与品牌"帮助陪伴更长久"的使命深度绑定，完成了品牌价值的最高阶传递——情感锚 定。 三、体系致胜："专宠专用"背后的金字塔支撑 凯锐思此次参展的核心策略，是让抽象的"科学养宠"理念变得可视、可触、可互动。 个性化营养咨询台：不再是单向的产品陈列，而是由营养顾问团队坐镇，针对宠主带来的具体品种、年 龄、健康状况，提供一对一的"营养诊断"和喂养方案。一位拥有三只布偶猫的宠主反馈："他们能清晰 解释配方中每种成分对布偶猫关节、毛发的具体作用，这种专业度让我非常信服。" "透明溯源"互动屏：用户轻点屏幕 ...

一只蒙题的小猫，一句"真棒"，就这么统一了全国网友的称赞方式，也造就了2025年最后一个互联网爆梗。 现如今，只要你在互联网上发布自己手指胡萝卜、纸巾或米老鼠的照片，就会立即获得来自四面八方的赞扬—— "真棒！" 这个梗来自萌宠账号"超级无敌大开门"的系列视频。 "大开门"是一只三花猫，每天的任务就是根据指令做选择题。选项通常是胡萝卜、纸巾和米老鼠。只要"大开门"摸到正确答案，账号主人"开门妈"就会立 即大喊"真棒"，并向其投喂小零食。 抖音数据显示，"超级无敌大开门"的《纸巾！真棒！！！》合集目前已更新32条视频，总播放数超8亿次。 回顾账号内容，前期视频的点赞数大多在10万左右，以"大开门"展示站立、坐下、击毙等体育类才艺为主。 奈何老母亲都有一颗想要让自家孩子当"童模"的心，于是锲而不舍在账号更新视频。按照网友的话说，就是"总在玩她那只大笨猫"。 直到12月中旬，"大开门"的身份从"体育生"转向文化课选手，做起了萝卜纸巾选择题。 解题思路是一边猫猫祟祟观察主人，一边把答案全都摸一遍，直到触发"真棒"和小零食。 因为"大开门"智力不详、察言观色能力极强的特点，全网都认识了这只"考公猫"。 据新榜旗下多平台 ...

证券日报网讯12月5日，佩蒂股份（300673）在互动平台回答投资者提问时表示，新西兰主粮工厂拥有 的品牌Smart Balance(中文名称：悦佰思)已取得八款产品的进口许可证，其中狗粮和猫粮各四款。新西 兰工厂端和国内销售团队已基本完成品牌形象设计和产品上市的准备工作，公司也将通过各正式渠道及 时发布相关进展信息。 ...

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in the context of Japan's "lost 30 years" and its implications for China [3][4]. Group 1: Economic Trends - The concept of a "low-desire society" does not equate to a lack of opportunities, as consumer behavior is shifting towards different spending patterns [4]. - The article identifies "consumption upgrading" and "demand migration" as significant business opportunities in the current economic landscape [5]. Group 2: Key Industries - The second-hand economy is booming, with examples like Japan's "Daikokuya" and China's "Hongbulin" and "Panghu" seeing significant revenue increases as consumers opt for second-hand luxury goods [6][7]. - The pet economy is on the rise, with brands like "Inaba" in Japan and "Guobao" in China experiencing strong sales growth, reflecting a shift in spending towards pet care products [12][13][14]. - The adult care market is expanding, with Japan's "Unicharm" leading the adult diaper segment, which has surpassed $10 billion in market size [17][18]. - Health food and beverage sectors are thriving due to changing demographics and rising health consciousness, with brands like "Oriental Tree Leaf" and "Jianchun" gaining traction in China [21]. - The beauty economy remains robust, with products like collagen supplements and home beauty devices seeing high sales, indicating a persistent consumer desire for self-improvement [23][24][26]. - Outdoor leisure activities are gaining popularity, with brands like "Kailas" and "Camel" in China experiencing rapid sales growth as consumers seek outdoor experiences [29][31]. - The "lazy economy" is emerging, with increased demand for convenience foods and smart home appliances, as consumers prioritize time-saving solutions over traditional cooking [39][40][42]. Group 3: Market Opportunities - The article suggests that the current economic climate presents opportunities for those willing to invest in counter-cyclical sectors, highlighting the importance of recognizing and seizing these opportunities [44].

Investment Rating - The report assigns a "Buy" rating for the company [1][8]. Core Insights - The company is experiencing continuous improvement in overseas orders and is initiating a synergistic growth phase through the acquisition of Gao Ye Jia, which will enhance its integrated presence in the pet "food + supplies" sector [3][4][7]. - Despite a decline in revenue due to external demand and tariff policies, the company maintains stable partnerships with key clients like Amazon and Walmart, and has seen improvements in profitability metrics [3][4]. - The acquisition of Gao Ye Jia is expected to create multiple synergies, enhancing the company's manufacturing capabilities, channel cooperation, and financial support for brand promotion [6][7][8]. Summary by Sections Financial Performance - In the first three quarters of 2025, the company reported revenue of 1.306 billion yuan, a year-on-year decrease of 0.7%, while net profit increased by 3.82% to 157 million yuan [2]. - The third quarter alone saw revenue drop by 16.98% to 418 million yuan, with net profit decreasing by 2.23% to 54 million yuan [2]. Acquisition Details - The company plans to fully acquire Gao Ye Jia, which has two main brands: Xu Cuihua (pet hygiene products) and Gao Ye Jia (pet food) [4][6]. - Gao Ye Jia achieved revenue of 460 million yuan and net profit of 18 million yuan in 2024, with significant growth from 2023 [6]. Profitability and Growth Projections - The company’s gross margin improved to 20.12% in the first three quarters of 2025, with a net profit margin of 12.02%, both showing a year-on-year increase of 0.55 percentage points [3]. - Revenue forecasts for 2025-2027 are projected at 1.83 billion, 3.09 billion, and 3.82 billion yuan respectively, with corresponding EPS of 1.18, 1.73, and 2.28 yuan [8][10].

Economic Overview - In 2024, China's GDP is projected to grow by 5.0%, with per capita disposable income increasing by 5.3%[3] - National spending on "other goods and services" is expected to rise by 10.8% year-on-year, with pet consumption significantly outpacing broader categories[3] Pet Market Growth - The total market size of the pet industry in China is anticipated to reach 528.8 billion yuan in 2024, with pet food accounting for nearly half of this market[6] - The compound annual growth rate (CAGR) for the pet food sector from 2020 to 2024 is projected at 7.11%[6] Consumer Demographics - The Z generation (ages 18-30) contributes over 60% of pet consumption, with over half of new pet owners being born after 2000[1] - The elderly population (65 years and older) has increased to 15.4%, indicating a growing market for emotional companionship through pets[1] Brand Dynamics - Domestic brands now hold 70% of the top 20 market positions in pet food, with the top five local brands accounting for 11.2% of the market share[1] - The market concentration remains low, with the top three brands holding only 29.5% of the market share, compared to 54.2% in the U.S.[1] Online Sales Trends - E-commerce accounts for 67.5% of pet food sales in China, significantly higher than Japan (26.2%) and the U.S. (37.2%) in 2024[1] - Platforms like Xiaohongshu and Douyin are pivotal in driving consumer engagement and sales conversion, with Douyin contributing over 50% of weekly GMV for pet food[1] Health and Technology Trends - There is a notable shift towards health-oriented pet food, with 57.3% of consumers preferring products that promote digestion[1] - Smart pet products, such as automated feeders and odor eliminators, have seen sales growth exceeding 100% during promotional periods[1]