宠物科技用品发展研究 丨白皮书 核心摘要： 近年来，全球"它经济"持续升温，中国宠物市场正从"基础饲养"向"品质养护"加速升级，宠物科技用品作为核心增长引擎，已进入"智能化、健康化、个性化"的爆发 期。2024年中国宠物市场规模达3453亿元，其中宠物智能用品市场规模突破102亿元，占宠物用品市场的20%，一线城市渗透率超35%，智能喂养、健康监测、环 境清洁三大细分赛道增速领跑，伴宠机器人销售额同比增长210%，智能项圈等健康设备增速达180%。 从需求端看，养宠人群呈现"高线化、年轻化、情感化"特征，情感陪伴需求推动消费升级，用户年均养宠花费4440元，其中智能用品支出占比达50.8%，55.6%的 用户年投入501-2000元。但养宠痛点仍突出，42.5%的用户受毛发异味困扰，38.4%面临宠物无人照料问题，为科技产品提供明确需求场景。 市场格局方面，竞争呈现"多元参与、群雄逐鹿"态势，头部集中度仍有提升空间。产品趋势上，"AI+全场景"成为核心方向：一方面，设备从单一功能向多模态交互 进化，如支持卫星定位的智能追踪器、具备AI健康分析的喂食器；另一方面，人宠共居需求推动家电适配，吸尘器、扫地机器人、空 ...

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 pet consumption market in China is experiencing a significant upgrade, with consumers prioritizing quality and health for their pets over personal luxury items during shopping events like Double Eleven [1][2][3] - The trend indicates a shift from basic pet care to a focus on natural and healthy products, reflecting pets as family members with individual needs [1][7] - The market is characterized by a rapid growth in domestic brands, which are capturing a larger market share, indicating a structural change in consumer preferences [3][10] Group 1: Market Dynamics - The Double Eleven shopping event serves as a peak consumption period, showcasing the explosive growth of the pet category, with many consumers spending significantly on pet products [2][10] - Data shows that within the first hour of the Double Eleven pre-sale, 18 brands exceeded 10 million yuan in sales, and 587 brands saw year-on-year growth [3][10] - Domestic brands accounted for 68% of the brands that surpassed 10 million yuan in sales, highlighting the rise of local players in the pet food market [3][11] Group 2: Consumer Behavior - Young pet owners are increasingly making rational and informed choices, focusing on the nutritional needs of their pets rather than brand prestige [7][8] - The average spending on pet products is rising, with consumers prioritizing high-quality items such as premium pet food and smart pet devices [3][9] - The Engel coefficient for pet consumption on platforms like Tmall has decreased, indicating a diversification in spending habits and a shift towards higher-priced essential goods [3][8] Group 3: Industry Trends - The pet industry is projected to grow significantly, with estimates suggesting that by 2024, the market size will exceed 300 billion yuan [7][10] - The demand for smart pet products is on the rise, with substantial growth in categories like smart feeders and pet tracking devices, reflecting a trend towards technological integration in pet care [9][12] - The entry of non-traditional pet brands into the market is diversifying consumer choices and intensifying competition, as seen with brands like Adidas and Xiaomi [12][13] Group 4: Future Outlook - The Chinese pet market still has considerable growth potential compared to more mature markets like the US, where pet ownership rates are significantly higher [11][12] - The industry lacks dominant players, with the top five companies holding only 24.5% market share, indicating opportunities for new entrants and innovation [11][12] - Education and professional development in the pet care sector are crucial for sustainable growth, as the industry faces a shortage of qualified professionals [13]

Core Insights - The global "pet economy" is rapidly growing, with China's pet market transitioning from basic care to quality maintenance, driven by pet tech products that are becoming increasingly "smart, healthy, and personalized" [1][5][60] - By 2024, China's pet market is expected to reach 345.3 billion yuan, with the smart pet products market surpassing 10.2 billion yuan, accounting for 20% of the pet products market [1][13] - The demand for pet technology is characterized by a younger, more affluent, and emotionally-driven pet owner demographic, with an average annual spending of 4,440 yuan on pets, of which 50.8% is allocated to smart products [1][17] Market Dynamics - The competitive landscape is diverse, with a mix of established brands and new entrants, indicating room for increased concentration among leading players [2][11] - The trend of "AI + all scenarios" is emerging, with devices evolving from single-function to multi-modal interactions, such as smart trackers and AI health analysis feeders [2][60] - The market is expected to see significant growth in smart feeding, health monitoring, and interactive entertainment products, particularly in first-tier cities where penetration rates exceed 35% [11][13] Consumer Behavior - Pet owners are increasingly seeking products that enhance their pets' quality of life and interaction, with a strong preference for practical and professional information sources [22][39] - The average pet owner spends 4,440 yuan annually, with a significant portion directed towards smart pet products [17][34] - The primary motivations for pet ownership include companionship and social interaction, with pets being viewed as family members [28] Pain Points and Expectations - Common pain points for pet owners include issues related to pet hair and odor, as well as concerns about pet care when owners are unavailable [31][48] - There is a strong expectation for smart pet products to provide features such as multi-pet identification, device interconnectivity, and AI emotional companionship [53][55] - Consumers are particularly interested in the adaptability of devices, understanding pet behavior, and seamless integration of multiple devices [55][60] Future Trends - The future of pet tech is expected to focus on smart, health-oriented, and personalized solutions, enhancing the overall experience for both pets and owners [60] - AI companionship robots are anticipated to become a key segment by 2025, leveraging advanced technologies for emotional interaction [62] - The market for pet-friendly home appliances, such as vacuum cleaners and air purifiers, is also expected to grow, reflecting the needs of pet owners for clean and comfortable living environments [58][78]

Core Insights - A new smart pet device manufacturing project has been signed and will be established in the Yundonghai Electronic Information Industrial Park with a total investment of 400 million yuan [1] - The project will cover an area of 20 acres and aims to create a comprehensive electronic smart pet product base that integrates research and development with production [1] - The product line will include key categories such as smart cameras, health monitoring collars, automatic feeders, and smart dog houses, aiming to build a "full lifecycle" pet industry ecosystem [1]

Core Viewpoint - The demand for pet care services, particularly during the National Day holiday, has surged, with both home feeding services and smart pet products gaining popularity among pet owners [3][4][10]. Group 1: Pet Care Services - Home feeding services have seen a significant increase in bookings, with pet sitters like Xiao Chen handling around 10 orders daily, potentially earning close to 5000 yuan during the holiday [3][5]. - The price for home feeding services has risen from 39 yuan to 49 yuan during the holiday, reflecting the increased demand despite the price hike being deemed acceptable by pet owners [6]. - Offline pet boarding services are also fully booked, with daily fees for cat boarding increasing by approximately 20 yuan, reaching 100-120 yuan [6][10]. Group 2: Smart Pet Products - Smart pet products, such as automatic feeders and litter boxes, are becoming popular as pet owners seek reliable solutions for pet care during their absence [7][8]. - These smart devices offer features like real-time monitoring and data tracking, allowing pet owners to manage their pets' needs remotely [8][10]. - The market for smart pet products is expected to grow significantly, with a projected global market size nearing 6 billion USD by 2024 and a compound annual growth rate of about 19.5% until 2034 [11]. Group 3: Market Trends and Insights - The pet care market is evolving towards more personalized and automated solutions, driven by advancements in technology and changing consumer behaviors [10][11]. - The emotional connection between pet owners and their pets is leading to increased spending on pet care, moving from basic needs to more sophisticated, intelligent solutions [11]. - The penetration rate of smart pet products in China is currently low compared to traditional pet care products, indicating substantial market potential for growth [11].

Group 1 - The core viewpoint of the articles highlights the robust growth potential of the pet economy in China, with significant profitability reported by leading companies in the sector [1] - The market size of pet-related businesses in China has grown from 97.8 billion yuan in 2015 to 592.8 billion yuan in 2023, with a projected increase to 811.4 billion yuan by 2025, reflecting a compound annual growth rate of 25.4% [1] - The demographic shift towards younger pet owners, particularly those born in the 1990s and 2000s, is driving the demand for higher quality and personalized pet care products and services [1] Group 2 - In the pet food sector, the focus has shifted from basic needs to health and precision, with brands offering customized dietary services tailored to individual pet needs, despite higher prices [2] - The pet supplies market is experiencing a transformation towards "smart and humanized" products, such as automatic feeders that can be controlled remotely, catering to busy pet owners [2] - The rise of "pet fashion" and themed toys reflects the aesthetic desires of younger pet owners, while also serving as emotional expressions of their bond with pets [2] Group 3 - The release of consumer potential is leading to an extension of the pet economy's industrial chain, with traditional appliance and beauty companies entering the market with pet-specific products [3] - Cross-industry collaborations are enriching the pet consumption landscape, with sectors like tourism and dining creating pet-friendly experiences [3] - The "it economy" is emerging as a new growth point in the consumer market, driven by the personalized needs of young pet owners and fostering innovation across industries [3]

Core Viewpoint - The global pet economy is experiencing unprecedented growth, presenting significant opportunities for Chinese cross-border e-commerce sellers to leverage supply chain advantages and platform empowerment to succeed in diverse international markets [5][6]. Group 1: Market Strategy - A "one country, one policy" market strategy is essential for the pet industry to navigate the diverse characteristics of different regions [5]. - North American families prefer dogs, leading to a high demand for outdoor products, while European consumers favor cats, resulting in rapid growth of related products [5]. - The Japanese market exhibits unique preferences for specific dog breeds, necessitating tailored approaches rather than simply replicating successful strategies [5]. Group 2: Product Categories - The pet food sector faces significant policy barriers, particularly for meat-containing products, making it challenging for sellers without overseas supply chain setups [6]. - Categories with clear supply chain advantages, such as smart pet products and cleaning tools, present greater opportunities for growth [6]. - Niche markets like reptile supplies and equestrian care, while smaller in volume, offer less competition and space for differentiated sellers [6]. Group 3: Cost Structure and Operations - Success in cross-border e-commerce relies not only on product selection but also on precise control of cost structures [8]. - Fixed costs for opening a store on Amazon are approximately $40 per month, with a uniform sales commission of 15% for pet categories [8]. - The logistics costs are divided into first leg (from China to overseas warehouse) and last leg (from overseas warehouse to consumers), with FBA providing predictable shipping expenses [8]. Group 4: Integration of Manufacturing and Market Needs - The essence of pet cross-border e-commerce is to deeply integrate the advantages of Chinese manufacturing with the refined demands of global markets [9]. - Successful sellers focus on understanding user needs and solving specific problems related to pet care, emphasizing a long-term commitment to quality and market fit [9]. - The current environment calls for sellers to find their unique ecological niche rather than chasing every trend, highlighting the importance of attention to detail in identifying business opportunities [9].

Core Insights - The pet supplies industry is experiencing a significant shift towards smart products, with a projected growth rate leading all segments from 2018 to 2025, and smart pet device penetration exceeding 35% in first-tier cities [1][4] - The market for smart pet products in China is expected to reach approximately 10.2 billion yuan in 2024, accounting for one-fifth of the total pet supplies market [4] - The integration of technologies such as artificial intelligence, IoT, and big data is driving the rapid development of the pet supplies industry, addressing consumer pain points related to time, health monitoring, safety, and convenience [4][8] Industry Trends - The changing perception of pet ownership is creating a market worth billions, with consumers increasingly viewing pets as family members and willing to invest more in their care [3][4] - The demand for smart pet products is growing as consumers seek solutions that reduce daily care burdens, with products like automatic feeders and smart water dispensers becoming necessities for busy pet owners [3][4] - The rise of social media and the trend towards personalized pet care are driving the growth of small and exotic pets, presenting new market opportunities for specialized pet products [8][9] Company Innovations - Companies are focusing on personalized and differentiated products in the smart pet sector, with innovations such as AI health monitoring systems and smart litter boxes being introduced [5][6] - New brands are emerging in the smart pet market, with products designed to redefine pet living spaces and enhance pet health management through advanced technology [5][6] - Established companies and new entrants from various sectors, including home appliances and technology, are increasingly entering the smart pet product market, indicating a competitive landscape [6][9] Market Expansion - The number of urban pets in China is projected to reach 120 million by 2024, with the overall pet market size surpassing 300 billion yuan, highlighting the immense potential for smart pet products [7][8] - Chinese smart pet products are gaining traction in global markets through e-commerce platforms, with significant sales growth observed in regions like Europe [9] - The future of smart pet devices is promising, with a focus on multifunctionality, data connectivity, and deep AI applications to meet core consumer needs [9]

Core Insights - The pet consumption market is becoming a significant pillar for Chinese companies going global, with pet product sales during the "618" shopping festival showing that cat product sales are twice that of dog products [1] - The global pet market is projected to exceed $300 billion by 2025 and reach $500 billion by 2030, with China transitioning from a manufacturing hub to a brand-exporting nation [1][3] - Chinese pet food exports have shown robust growth, with a 16.17% increase in quantity and a 6.06% increase in value in the first four months of 2025 compared to the previous year [3] Industry Trends - Over 30,000 pet businesses participated in cross-border sales during the "618" event, with over 1,000 businesses seeing their sales double year-on-year [1] - The demand for smart pet products and eco-friendly toys is driving innovation and growth in the pet industry, with leading companies expanding their overseas operations [1][3] - The consensus in the pet industry is that companies must expand internationally to tap into the more mature overseas markets [2] Company Performance - Zhongchong Co., a leading player in the pet economy, has seen its stock price increase by nearly 66% this year, with revenue growing from 648 million yuan to 4.465 billion yuan from 2015 to 2024, representing a 589.04% increase [4] - In Q1 2025, Zhongchong Co. reported a revenue of 1.101 billion yuan, a 25.41% year-on-year increase, and a net profit of 91 million yuan, a 62.13% increase [4] - The company has established production facilities in multiple countries, including the U.S., Canada, and Thailand, to enhance its overseas capacity and mitigate risks [3]